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Sats

Queue 10 lots at $4.66 but didnt get. Should have queue earlier in the morning when there is a sell down. Wasted.

Clipper      ( Date: 31-Oct-2017 17:46) Posted: I think so....results next week and Div too. Anyone figure out how the share swap and $ investment in Air Asia for the ground handling part will impact its future earnings ?

 

I think so....results next week and Div too. Anyone figure out how the share swap and $ investment in Air Asia for the ground handling part will impact its future earnings ?
 

 

time to load up this laggard

 

Buy and keep long long...no.contra.pls

edwinjup      ( Date: 20-Oct-2017 10:43) Posted: New turkish contract??.....it building a world inflight catering hub there. ....lol. much bigger than changi.... FATABA      ( Date: 20-Oct-2017 10:15) Posted: Overall 2017 visitors into Spore is a +ve growth ...and its year after year.  2018 is going to be better w T4 opening. SATS is  seeing growth  on the catering business.....w new turkish contract.  Its other bz division shld be growing too. +ve over the longer term ...dyodd

 

New turkish contract??.....it building a world inflight catering hub there. ....lol. much bigger than changi....

FATABA      ( Date: 20-Oct-2017 10:15) Posted: Overall 2017 visitors into Spore is a +ve growth ...and its year after year.  2018 is going to be better w T4 opening. SATS is  seeing growth  on the catering business.....w new turkish contract.  Its other bz division shld be growing too. +ve over the longer term ...dyodd

 

Overall 2017 visitors into Spore is a +ve growth ...and its year after year.  2018 is going to be better w T4 opening.
SATS is  seeing growth  on the catering business.....w new turkish contract.  Its other bz division shld be growing too.
+ve over the longer term ...dyodd

 

With year-end travel and Christmas vacation coming, more travellers in and out of Changi will be strong record numbers for SATS going forward. Buy for the ride.

 

Anyone know if Sats has monopoly? Will there be a tender for new operator for T4?

 

CAG benefit the most. SATS just a vendor and contractor in the whole ecosystem .

FATABA      ( Date: 19-Oct-2017 15:05) Posted: SATS is trading aro its 52 weeks low.  PE aro 20 x and dividend a good 3+ % With T4 up and running very soon , plus the recent contract with Turkish airline.....there are much more for SATS in the comin future. DYODD   edwinjup      ( Date: 19-Oct-2017 08:43) Posted: Look good to invest for long term....sats will invest in turkey to operate one of the world largest flight kitchen...the size and vol ia much much more than changi....cheér.buy and keep...

 

SATS is trading aro its 52 weeks low.  PE aro 20 x and dividend a good 3+ %
With T4 up and running very soon , plus the recent contract with Turkish airline.....there are much more for SATS in the comin future.
DYODD
 

edwinjup      ( Date: 19-Oct-2017 08:43) Posted: Look good to invest for long term....sats will invest in turkey to operate one of the world largest flight kitchen...the size and vol ia much much more than changi....cheér.buy and keep...

 

Wow buying now is like getting 3 times the dividend?

william6891      ( Date: 24-Jul-2017 23:13) Posted: Tomorrow is the ex-div. SATS will gap down for $0.11. The closing price for today should be adjusted to $4.97.

 

Look good to invest for long term....sats will invest in turkey to operate one of the world largest flight kitchen...the size and vol ia much much more than changi....cheér.buy and keep...

 

Accumulation days, before the BB come in

 

Agreed, not just opening of T4 in OCt, ( it will benefit SATS) .
​ On top of that, visitors for past mths is up and expecting even better numbers with the F1, China golden week and christmas. 
​ SATS has to be benefit from this long , mid term . Result for half year end Sept coming up with dividend. 
​ Push down to collect by some funds.  DYODD. Vested. 

sg_investor      ( Date: 13-Aug-2017 15:30) Posted: Terminal 4 is up and done now. That' s the story for SATS to go from 3 to 4.0+. What is the next story for SATS?

 

What happened since the spike up above 5.00. Anyone knows ?

This was a strong buy recommendation from Mortlet Fool.  Now below the price when they first made the call.

 

Long term yes.. mid term no.. anyway CAG is the biggest benefactor.. not SATS

sg_investor      ( Date: 13-Aug-2017 15:30) Posted: Terminal 4 is up and done now. That' s the story for SATS to go from 3 to 4.0+. What is the next story for SATS?

 

Terminal 4 is up and done now. That' s the story for SATS to go from 3 to 4.0+.
What is the next story for SATS? 
 

 

Tomorrow is the ex-div. SATS will gap down for $0.11. The closing price for today should be adjusted to $4.97.

 

I like their JV but ..  starting to underperform.

excerpt from report.

(1) falling yields of airlines, which is likely to translate into pricing pressure for SATS, restructuring efforts at major customer, Singapore airlines. (2) Cessation of franchise fee rebates at the Changi airport effective 1 April 17. (3) expiry of wage credit scheme in Singapore. TFK Corp continues to face headwind due to overcapacity of caterers and volume may remain weak due to flight cuts by major airlines - TFK Corporation operates as a subsidiary of SATS Investments Pte Ltd.

 

Yes, u are right .....in fact SATS did very well considering the tough situation SIA is having. ( one of if not the largest customer of SATS)
​ So considering T4 opening and the recent JV with Jetstar ?  wld certainly helps SATS in coming qtr.
Happy investing.

MtFaber      ( Date: 21-Jul-2017 19:16) Posted: In 2016 qtr 1 there was an extraord gain of $9.3m gain on disposal of assets so in effect there is a net profit gain of 3.2% which is not too bad. It may have already been sold down and there is a dividend of 11c xd on 25th July. On the positive note, the growth in air travel, ecommerce and safe food will perhaps overtake the low yield in air travel.