SIA    Last:6.86    -0.11

SIA

Bro or Sis, I am not familiar with Mapletree bond or reit and got zero knowledge in their balance sheet or dividend payment. I won' t touch any reits now due to over supply in the whole property market no matter at office, industry, housing or retail and etc. The share price always reflect the company value that market think, no matter what price they are or how much dividend they are paying, all are reflected in their present price. The potential of rental free dropping is tend to be high and may be already dropping plus the potential of increasing of borrowing cost due to potential increasing of interest rate, the dividend payment of reits is going to be affected.

now, i am only interested on the stock that will benefit from low oil price. Airlines companies which is suffering in the past is going to benefit the most.

Good luck to what ever you vested.

ytoh1688      ( Date: 12-Feb-2015 16:40) Posted: foreign houses manipulation are another driver of share price....they have the money to drive blue chip...dont forget tt earlybird14      ( Date: 12-Feb-2015 16:34) Posted: I never said Mapletree will default or anything, just indicate the bond interest reflect the risk of the bond, high interest offer with high risk incurred. I am not sure if other airlines implement the same thing but  It is never too late to implement new policy. What SIA has is also my only reason to fly with them, safety record despite their poor food and service. This advantage will be enlarged few times after recent airplane crashing. PE and Div Yield or ROE are not the main reason to drive a stock. Instead, the main fuel to drive stock up or down is market trend and the industry potential. The stock with best PE, Div Yield or ROE that you can find in SGX are Construction and Offshore companies but look at their share price, even is cheap, nobody dare to buy and heading down.

 

foreign houses manipulation are another driver of share price....they have the money to drive blue chip...dont forget tt

earlybird14      ( Date: 12-Feb-2015 16:34) Posted: I never said Mapletree will default or anything, just indicate the bond interest reflect the risk of the bond, high interest offer with high risk incurred. I am not sure if other airlines implement the same thing but  It is never too late to implement new policy. What SIA has is also my only reason to fly with them, safety record despite their poor food and service. This advantage will be enlarged few times after recent airplane crashing. PE and Div Yield or ROE are not the main reason to drive a stock. Instead, the main fuel to drive stock up or down is market trend and the industry potential. The stock with best PE, Div Yield or ROE that you can find in SGX are Construction and Offshore companies but look at their share price, even is cheap, nobody dare to buy and heading down. ytoh1688      ( Date: 12-Feb-2015 15:50) Posted: Just look at PE and div yield and ROE and growth. Put your hand to your heart and head and tell yourself it is really a good deal at current prices.   if so   i wish you the best   period. mapletree is owned   by the same group as SIA...same owner....so you think they will default on the bond holders?   If so SIA will be in the same boat the reason why they r concentrating on scoot n tigerair n intergrating into krisflyer is because they are sufferring in the premium cateogory, their bread n butter. they are late into the premier economy, many airlines had already made   the foray into it much earlier.   the ceo had the cheek to say, better late than never...we got the courage to admit we were wrong.

 

may be i mistaken on premium eco party. But i will be glad SIA is still profitable and running well without premium eco in the past. This just imply they can improve their margin further with the new policy.

ytoh1688      ( Date: 12-Feb-2015 16:32) Posted: you pay him 3mil a year not 30K a year or 300K a year.   Hes got to get it right because its the no 1 airline in the world..... SIA was late to the premium eco party....dont be mistaken! ytoh1688      ( Date: 12-Feb-2015 15:50) Posted: Just look at PE and div yield and ROE and growth. Put your hand to your heart and head and tell yourself it is really a good deal at current prices.   if so   i wish you the best   period. mapletree is owned   by the same group as SIA...same owner....so you think they will default on the bond holders?   If so SIA will be in the same boat the reason why they r concentrating on scoot n tigerair n intergrating into krisflyer is because they are sufferring in the premium cateogory, their bread n butter. they are late into the premier economy, many airlines had already made   the foray into it much earlier.   the ceo had the cheek to say, better late than never...we got the courage to admit we were wrong.

 

I never said Mapletree will default or anything, just indicate the bond interest reflect the risk of the bond, high interest offer with high risk incurred.

I am not sure if other airlines implement the same thing but  It is never too late to implement new policy. What SIA has is also my only reason to fly with them, safety record despite their poor food and service. This advantage will be enlarged few times after recent airplane crashing.

PE and Div Yield or ROE are not the main reason to drive a stock. Instead, the main fuel to drive stock up or down is market trend and the industry potential. The stock with best PE, Div Yield or ROE that you can find in SGX are Construction and Offshore companies but look at their share price, even is cheap, nobody dare to buy and heading down.

ytoh1688      ( Date: 12-Feb-2015 15:50) Posted: Just look at PE and div yield and ROE and growth. Put your hand to your heart and head and tell yourself it is really a good deal at current prices.   if so   i wish you the best   period. mapletree is owned   by the same group as SIA...same owner....so you think they will default on the bond holders?   If so SIA will be in the same boat the reason why they r concentrating on scoot n tigerair n intergrating into krisflyer is because they are sufferring in the premium cateogory, their bread n butter. they are late into the premier economy, many airlines had already made   the foray into it much earlier.   the ceo had the cheek to say, better late than never...we got the courage to admit we were wrong.

 

you pay him 3mil a year not 30K a year or 300K a year.   Hes got to get it right because its the no 1 airline in the world.....

SIA was late to the premium eco party....dont be mistaken!

ytoh1688      ( Date: 12-Feb-2015 15:50) Posted: Just look at PE and div yield and ROE and growth. Put your hand to your heart and head and tell yourself it is really a good deal at current prices.   if so   i wish you the best   period. mapletree is owned   by the same group as SIA...same owner....so you think they will default on the bond holders?   If so SIA will be in the same boat the reason why they r concentrating on scoot n tigerair n intergrating into krisflyer is because they are sufferring in the premium cateogory, their bread n butter. they are late into the premier economy, many airlines had already made   the foray into it much earlier.   the ceo had the cheek to say, better late than never...we got the courage to admit we were wrong.

 

Just look at PE and div yield and ROE and growth. Put your hand to your heart and head and tell yourself it is really a good deal at current prices.   if so   i wish you the best   period.

mapletree is owned   by the same group as SIA...same owner....so you think they will default on the bond holders?   If so SIA will be in the same boat

the reason why they r concentrating on scoot n tigerair n intergrating into krisflyer is because they are sufferring in the premium cateogory, their bread n butter.

they are late into the premier economy, many airlines had already made   the foray into it much earlier.   the ceo had the cheek to say, better late than never...we got the courage to admit we were wrong.

 

SIA was facing competition and high fuel cost in past 5 years, the growth and profitability is limited. Mapletree bond offer 5.75% imply the risk of the business. Based on present market trend, the commercial property market is facing overcapacity and downward trend of the rental fee. Those reits or property companies rely on rental is facing margin reduction in next coming 5 years.

SIA situation is totally opposite. The low fuel cost can reduce the air ticket fee which make more affordable to certain group of people which concern about safety record moving to SIA or her subsidiary.

May be you think to take AA due to how CEO handled the crisis. But due to recent several incident happen on AA like cargo forget to close, turn back to airport, due to technical issue on engine, turn back to Malaysia. The initial report from the crash also pointed the auto pilot system was restart and first pilot is not on his seat before the crash. All these several issue can conclude that Air Asia is expanding too fast and their pilot is not well-trained and discipline to follow the safety practise. The Aeroplane is aging and the maintenance team fail to maintain the plan properly.

I will not ever risk my life with this kind of company. Mind my word, more will come.

SIA is fully control Scoot and tiger air and include the flying milerage to Krysflyer programme. Premium economic seat new concept is introduced first ever to allow economic class to have alternative choice. Scoot and Tiger Air will be the one to adopt this concept widely if the trial is successful.

Always buy the share with potential and industry is positive. Don' t buy the industry which will give plenty of excuse to broker or fund manager to create story and short it down.

All the best to vested.

ytoh1688      ( Date: 12-Feb-2015 13:25) Posted: Look at its ave growth over 5 years..PE of 1 yr forward, dividend yield their dividend yield is priced below 2% just like their SIA bond paying a coupon of 2plus % You can buy a mapletree bond at 5.75% also backed by temasek...why SIA at 2%?   The kebaya just doesnt cut it for me although its fairly low   I think AA is going to attract more passengers now given how the CEO handled the crisis.   He personally attended all the crew' s funneral and accompanied the bodies back to their families.   You think Goh will do this with his fat govt salaries. He truely took the crisis by its horn and turn it into an opportunity.   AA shares did not tumble much and its not back to its pre crisis level http://www.therakyatpost.com/news/2015/02/09/airasia-boss-positive-despite-recent-events/  http://www.nst.com.my/node/72676

 

Look at its ave growth over 5 years..PE of 1 yr forward, dividend yield

their dividend yield is priced below 2% just like their SIA bond paying a coupon of 2plus %

You can buy a mapletree bond at 5.75% also backed by temasek...why SIA at 2%?   The kebaya just doesnt cut it for me although its fairly low

 

I think AA is going to attract more passengers now given how the CEO handled the crisis.   He personally attended all the crew' s funneral and accompanied the bodies back to their families.   You think Goh will do this with his fat govt salaries.

He truely took the crisis by its horn and turn it into an opportunity.   AA shares did not tumble much and its not back to its pre crisis level

http://www.therakyatpost.com/news/2015/02/09/airasia-boss-positive-despite-recent-events/ 

http://www.nst.com.my/node/72676

 

 

Just bear in mind,  SIA or Scoot(tiger in the future) are never competing at price but quality and service. Their ticket price is always expensive. Tiger hedge 110 for 16 months till 2016. SIA hedge 116 till march 2015.

Sorry, I don' t believe it.

SIA is a buy!

earlybird14      ( Date: 12-Feb-2015 12:46) Posted: The accident happen at Air Asia will force them to give up their crown of budget airlines in this region to Tiger & Scoot. Various positive towards SIA. earlybird14      ( Date: 12-Feb-2015 12:31) Posted: just loaded. No matter how, low oil price still benefit to this industry. hedge at 116 dollar per barrel, still can make profit. The potential in next few quarters is positive. Is hedge the oil at 116 till march an excuse to comfort the passengers who has booked the ticket for CNY period? Ticket is fully booked and not to refund, expect to see a fantastic result in 1Q 2015.

 

The accident happen at Air Asia will force them to give up their crown of budget airlines in this region to Tiger & Scoot.

Various positive towards SIA.

earlybird14      ( Date: 12-Feb-2015 12:31) Posted: just loaded. No matter how, low oil price still benefit to this industry. hedge at 116 dollar per barrel, still can make profit. The potential in next few quarters is positive. Is hedge the oil at 116 till march an excuse to comfort the passengers who has booked the ticket for CNY period? Ticket is fully booked and not to refund, expect to see a fantastic result in 1Q 2015.

 

just loaded. No matter how, low oil price still benefit to this industry.

hedge at 116 dollar per barrel, still can make profit. The potential in next few quarters is positive.

Is hedge the oil at 116 till march an excuse to comfort the passengers who has booked the ticket for CNY period? Ticket is fully booked and not to refund, expect to see a fantastic result in 1Q 2015.

 

 

He

Yes appeared on bberg n cnbc n CNA many times in the last couple of years.   recently he has moved 

ytoh1688      ( Date: 12-Feb-2015 08:04) Posted: thanks for sharing this?   Any hints of the analyst here? He or she? Appeared on bloomberg and CNBC before? vivivava      ( Date: 10-Feb-2015 13:03) Posted: this is extracted from a personal email i had with a well known aviation analyst in Asia.   I did not get his permission to publish it....so I cannot put his name.   google it and chances are you will know who that is Hi, thanks for your email. I concur with your analysis... SIA' s earnings in the past 4-5 quarters indicate the airline is facing severe challenges in the premium segment, which is its bread and butter. This is unlikely to improve, in my opinion, and SIA' s near term prognosis doesn' t look too promising. That' s the reason it is putting a lot of emphasis in recent months on upgrading Scoot and TigerAir, although I still have doubts about the wisdom of SIA increasing its investment in Tiger. Short term I expect SIA to " cruise along" . It will benefit from lower oil prices but as you correctly pointed out, they have hedged over 50% at over US$100 a barrel!! I' m one of the few who are not bullish on SIA. However, SIA remains one of the best run airlines in the world and very strong financially.

 

thanks for sharing this?   Any hints of the analyst here?

He or she?

Appeared on bloomberg and CNBC before?

vivivava      ( Date: 10-Feb-2015 13:03) Posted: this is extracted from a personal email i had with a well known aviation analyst in Asia.   I did not get his permission to publish it....so I cannot put his name.   google it and chances are you will know who that is Hi, thanks for your email. I concur with your analysis... SIA' s earnings in the past 4-5 quarters indicate the airline is facing severe challenges in the premium segment, which is its bread and butter. This is unlikely to improve, in my opinion, and SIA' s near term prognosis doesn' t look too promising. That' s the reason it is putting a lot of emphasis in recent months on upgrading Scoot and TigerAir, although I still have doubts about the wisdom of SIA increasing its investment in Tiger. Short term I expect SIA to " cruise along" . It will benefit from lower oil prices but as you correctly pointed out, they have hedged over 50% at over US$100 a barrel!! I' m one of the few who are not bullish on SIA. However, SIA remains one of the best run airlines in the world and very strong financially.

 

managed to find the report here vivivava.  

yes you are quite right, there are surely tonnes of more worthwhile investments out there.   Very high PE and low dividend yield and surely there are better investments out there

I think many investors are clouded by the bluechip name and not willing to look beyond the numbers and fundamentals of their investmeent.   We are not temasek and sd be 

https://groups.yahoo.com/neo/groups/sgremisiers/attachments/286518858 _ylc=X3oDMTJyc20waWY2BF9TAzk3MzU5NzE0BGdycElkAzg3MTg3MzMzBGdycHNwSWQDMTcwNTAwMTIyMgRzZWMDYXR0YWNobWVudARzbGsDdmlld09uV2ViBHN0aW1lAzE0MjM0NzE4ODQ-

 

vivivava      ( Date: 10-Feb-2015 11:02) Posted: Sorry cannot copy here The source is OCBC investment research ...the report is  SINGAPORE STOCKS: DIVIDEND YIELD MONITOR issued feb 9...refer to page 7 of the report We know that STI component stock has got 30 stocks SIA at $12.13 closing px on 6th Feb SIA is ranked 25th in the list of 30 stocks for dividend yield providing only 1.3% div yield in current year and 2% for FY1 SIA is ranked 30th out of 30 stocks in terms of current PE at 39X. The next on on the list is Comfort Delgro with current PE of 22X.   What a big gap?? Ridiculous PE and what a lousy dividend yield?

 

Tigerair operating statistics for January 2015. For the month of January 2015, the airline operations in Singapore recorded a 2.4% year-on-year (y-o-y) decline in traffic to 787 million revenue passenger-kilometres (RPK), while capacity decreased by 11.1% to 1,001 million available seat-kilometres (ASK). Consequently, y-o-y passenger load factor increased by 7.0 percentage points to 78.6%.

http://www.channelnewsasia.com/news/singapore/fewer-tourists-visited/1650980.html

International tourist arrivals to Singapore dipped 3.1% in 2014, but tourism receipts held firm at S$23.5 billion, according to Singapore Tourism Board estimates.

 

http://www.ocbcresearch.com/Article.aspx?type=research& id=20150210110457_72600

 

SIA fairvalue is $11.59

 

this is extracted from a personal email i had with a well known aviation analyst in Asia.   I did not get his permission to publish it....so I cannot put his name.   google it and chances are you will know who that is

Hi, thanks for your email.

I concur with your analysis... SIA' s earnings in the past 4-5 quarters indicate the airline is facing severe challenges in the premium segment, which is its bread and butter. This is unlikely to improve, in my opinion, and SIA' s near term prognosis doesn' t look too promising. That' s the reason it is putting a lot of emphasis in recent months on upgrading Scoot and TigerAir, although I still have doubts about the wisdom of SIA increasing its investment in Tiger. Short term I expect SIA to " cruise along" . It will benefit from lower oil prices but as you correctly pointed out, they have hedged over 50% at over US$100 a barrel!! I' m one of the few who are not bullish on SIA. However, SIA remains one of the best run airlines in the world and very strong financially.

 

My advise to everyone is do not post your contacts on a forum like this. This is private information and it will not serve you any purpose if you post it here. At times, there will be immature bros here like sun233 who will  challege you to post the contracts. Do not fall victims to this kind of challege. On a brighter note, we do not have many bros like sun233 here.

stockhero      ( Date: 10-Feb-2015 11:18) Posted: What an immature action to post your contact! sun233      ( Date: 10-Feb-2015 08:48) Posted: Thanks gavin. I believe i posted my contract with my exact number of lots but stockhero here never posted his " 50 lots" . My advise to everyone watch ut for this dude. He has multiple personalities on this board. He tries to talk up or down a stock. Clearly evident to serious investors that is why they never engage him. He has a conversation with himself most day!

 

What an immature action to post your contact!

sun233      ( Date: 10-Feb-2015 08:48) Posted: Thanks gavin. I believe i posted my contract with my exact number of lots but stockhero here never posted his " 50 lots" . My advise to everyone watch ut for this dude. He has multiple personalities on this board. He tries to talk up or down a stock. Clearly evident to serious investors that is why they never engage him. He has a conversation with himself most day! gavinl      ( Date: 10-Feb-2015 07:26) Posted: Sun didn't got burned. In fact, he made more than 10k to fund his holiday. I got burned by shorting it last year. Lo

 

Sorry cannot copy here

The source is OCBC investment research ...the report is  SINGAPORE STOCKS: DIVIDEND YIELD MONITOR issued feb 9...refer to page 7 of the report

We know that STI component stock has got 30 stocks

SIA at $12.13 closing px on 6th Feb

SIA is ranked 25th in the list of 30 stocks for dividend yield providing only 1.3% div yield in current year and 2% for FY1

SIA is ranked 30th out of 30 stocks in terms of current PE at 39X. The next on on the list is Comfort Delgro with current PE of 22X.  

What a big gap??

Ridiculous PE and what a lousy dividend yield?