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5961-5980 of 6575
Better watch out for military coup like Thailand.
They gg to push it beyond $1 now......haha
tormater ( Date: 22-May-2014 08:01) Posted:
Probably they are caught up with millions of Yoma stocks bought at 90 cents, LOL.
ozone2002 ( Date: 21-May-2014 10:17) Posted:
i wonder if they fired the analyst
Last:0.695 Vol:5737k  +0.015
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Queuing to buy at 78-79 range......buy!!!!!
bishan22 ( Date: 23-May-2014 17:16) Posted:
| Brokage houses will start to sing song again. Kekeke. |
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Brokage houses will start to sing song again. Kekeke.
Fantastic run...
No horse run. Those vested hang on for higher return.Good luck.
wasted...but there will always to 2nd chance
Toyota86 ( Date: 23-May-2014 14:37) Posted:
I must be the stupidest moron around. Sold all my yoma for break even price yesterday. Today.........I should just shoot myself.
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Mama finally cheong. Can remove for defrost liao. Hahaha.
I must be the stupidest moron around. Sold all my yoma for break even price yesterday. Today.........I should just shoot myself.
yomama long time never chiong liao
looks very mush like a trap well laid for small punter like you and me to enter....
Enough can keep liao...if cant break 80cts itwill go down to 0.75 very fast...
BB pushing liao. Good luck.
who is pushing up yo mama
coming again today
ozone2002 ( Date: 22-May-2014 13:38) Posted:
ANALYST still there!! And asking to BUY!! 48x PE!!! MY GOODNESS!
Star City launching new zone soon
FY14 core earnings slightly below property still going
strong with Star City&rsquo s Zone C to launch in 2H14 non-real
estate besides tourism takes time to contribute
FY15F cut by 13% to trim LDR sales and lowering
estimates of non-property businesses
Overall positive Landmark conclusion is key catalyst
maintain Buy with TP adjusted slightly lower to S$1.00
FY14 core profits a shade lower. Excluding S$6.2m of fair value gains
on investment and acquisition and S$3.7m relating to employee
stock options expense which were not within our forecast, core
profit would be S$13.9m, compared to our expectation of S$14.8m.
FY14 sales surged 66% y-o-y to S$100.4m, within forecast. For the
quarter, net profit was S$6.4m (-49% y-o-y, +22% q-o-q) on sales of
S$27.5m (+34% y-o-y, -9% q-o-q).
Property was main growth driver, recording sales ofS$90.9m in FY14
including S$45.8m of LDRs for zone B in Star City to an investor.
Yoma also earned incentive fees of S$5.3m for meeting sales targets
for block B1, B2 and B5. Incentives fees for B3 and B4 are expected
in the coming quarters. In terms of units, Yoma sold 770k units in
FY14 compared to 491 units in FY13 and our 700k assumption. ASP
was stable at US$150 psf. Elsewhere, Balloon-over-Bagan was the
other profitable venture despite only operating for a few months in
the year due to seasonality.
Star City&rsquo s 940-unit Zone C going upmarket - upside potential.
Already, properties near Dulwich College are expected to attract
premium pricing. Additionally, Yoma is lifting height and raising
specifications of this new phase to boost GFA and to offer units with
more attractive views for higher prices. Conservatively, we have
assumed 6-7% y-o-y rise in ASPs. Further ASP expansion would
therefore lead to potential earnings upside.
Among non-property, tourism would ease during off-peak season
but telecom unit is well placed to sign more tower contracts. Despite
difficulty in importing supplies, Yoma continues to build more towers
than competitors. Management is also looking to restructure its
stake in the consortium, which we read positively.
Maintain Buy, TP slightly lowered to S$1 as we trimmed our forecast
to assume lower non-property contributions and employee stock
option charges. As the long-stop date for Landmark&rsquo s acquisition
closes end of June, we expect the conclusion of the deal to be a
catalyst for the stock.
Financial Summary
FY Mar (S$ m) 2013A 2014A 2015F 2016F
Turnover 60 100 93 131
Operating Profit 12 26 33 55
EBITDA 13 28 34 56
Net Pft (Pre Ex.) 11 16 18 32
EPS (S cts) 1.3 1.4 1.6 2.8
EPS Pre Ex. (S cts) 0.9 1.4 1.6 2.8
EPS Gth (%) 10 13 12 73
EPS Gth Pre Ex (%) (17) 51 12 73
Net DPS (S cts) 0.5 0.0 0.0 0.0
BV Per Share (S cts) 31.3 32.5 34.1 36.9
PE (X) 55.4 48.8 43.7 25.3
PE Pre Ex. (X) 73.9 48.8 43.7 25.3
EV/EBITDA (X) 57.3 30.3 24.8 15.0
Net Div Yield (%) 0.7 0.0 0.0 0.0
P/Book Value (X) 2.2 2.2 2.1 1.9
Net Debt/Equity (X) CASH CASH CASH CASH
ROAE (%) 5.9 4.5 4.8 7.8
|
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ANALYST still there!! And asking to BUY!! 48x PE!!! MY GOODNESS!
Star City launching new zone soon
FY14 core earnings slightly below property still going
strong with Star City&rsquo s Zone C to launch in 2H14 non-real
estate besides tourism takes time to contribute
FY15F cut by 13% to trim LDR sales and lowering
estimates of non-property businesses
Overall positive Landmark conclusion is key catalyst
maintain Buy with TP adjusted slightly lower to S$1.00
FY14 core profits a shade lower. Excluding S$6.2m of fair value gains
on investment and acquisition and S$3.7m relating to employee
stock options expense which were not within our forecast, core
profit would be S$13.9m, compared to our expectation of S$14.8m.
FY14 sales surged 66% y-o-y to S$100.4m, within forecast. For the
quarter, net profit was S$6.4m (-49% y-o-y, +22% q-o-q) on sales of
S$27.5m (+34% y-o-y, -9% q-o-q).
Property was main growth driver, recording sales ofS$90.9m in FY14
including S$45.8m of LDRs for zone B in Star City to an investor.
Yoma also earned incentive fees of S$5.3m for meeting sales targets
for block B1, B2 and B5. Incentives fees for B3 and B4 are expected
in the coming quarters. In terms of units, Yoma sold 770k units in
FY14 compared to 491 units in FY13 and our 700k assumption. ASP
was stable at US$150 psf. Elsewhere, Balloon-over-Bagan was the
other profitable venture despite only operating for a few months in
the year due to seasonality.
Star City&rsquo s 940-unit Zone C going upmarket - upside potential.
Already, properties near Dulwich College are expected to attract
premium pricing. Additionally, Yoma is lifting height and raising
specifications of this new phase to boost GFA and to offer units with
more attractive views for higher prices. Conservatively, we have
assumed 6-7% y-o-y rise in ASPs. Further ASP expansion would
therefore lead to potential earnings upside.
Among non-property, tourism would ease during off-peak season
but telecom unit is well placed to sign more tower contracts. Despite
difficulty in importing supplies, Yoma continues to build more towers
than competitors. Management is also looking to restructure its
stake in the consortium, which we read positively.
Maintain Buy, TP slightly lowered to S$1 as we trimmed our forecast
to assume lower non-property contributions and employee stock
option charges. As the long-stop date for Landmark&rsquo s acquisition
closes end of June, we expect the conclusion of the deal to be a
catalyst for the stock.
Financial Summary
FY Mar (S$ m) 2013A 2014A 2015F 2016F
Turnover 60 100 93 131
Operating Profit 12 26 33 55
EBITDA 13 28 34 56
Net Pft (Pre Ex.) 11 16 18 32
EPS (S cts) 1.3 1.4 1.6 2.8
EPS Pre Ex. (S cts) 0.9 1.4 1.6 2.8
EPS Gth (%) 10 13 12 73
EPS Gth Pre Ex (%) (17) 51 12 73
Net DPS (S cts) 0.5 0.0 0.0 0.0
BV Per Share (S cts) 31.3 32.5 34.1 36.9
PE (X) 55.4 48.8 43.7 25.3
PE Pre Ex. (X) 73.9 48.8 43.7 25.3
EV/EBITDA (X) 57.3 30.3 24.8 15.0
Net Div Yield (%) 0.7 0.0 0.0 0.0
P/Book Value (X) 2.2 2.2 2.1 1.9
Net Debt/Equity (X) CASH CASH CASH CASH
ROAE (%) 5.9 4.5 4.8 7.8
Probably they are caught up with millions of Yoma stocks bought at 90 cents, LOL.
ozone2002 ( Date: 21-May-2014 10:17) Posted:
i wonder if they fired the analyst
Last:0.695 Vol:5737k +0.015
ozone2002 ( Date: 03-Dec-2013 11:42) Posted:
|
DBS analyst still promoting this high PE stock.. now 50x PE
BUY S$0.74 STI : 3,188.76
Price Target : S$ 1.02
Analyst
TAN Ai Teng +65 6398 7967
[email protected]
Price Relative
61
261
461
661
861
1061
1261
0.0
0.2
0.4
0.6
0.8
1.0
Dec-09 Jan-11 Jan-12 Jan-13
S$ Relative Index
Yoma Strategic Holdings (LHS) Relative STI INDEX (RHS)
Forecasts and Valuation
FY Mar (S$ m) 2012A 2013A 2014F 2015F
Revenue 39 60 99 141
EBITDA 8 13 29 43
Pre-tax Profit 6 16 28 42
Net Profit 6 14 15 23
Net Pft (Pre Ex.) 6 11 15 23
EPS (S cts) 1.1 1.3 1.3 2.0
EPS Pre Ex. (S cts) 1.1 0.9 1.3 2.0
EPS Gth (%) 117 10 3 53
EPS Gth Pre Ex (%) 142 (17) 37 53
Diluted EPS (S cts) 1.1 1.3 1.3 2.0
Net DPS (S cts) 0.5 0.5 0.5 0.5
BV Per Share (S cts) 25.7 31.3 32.1 33.5
PE (X) 64.6 58.5 57.1 37.4
PE Pre Ex. (X) 64.6 78.1 57.1 37.4
P/Cash Flow (X) 20.4 nm 10.1 17.2
EV/EBITDA (X) 48.1 60.8 30.1 16.8
Net Div Yield (%) 0.7 0.7 0.7 0.7
P/Book Value (X) 2.9 2.4 2.3 2.2
Net Debt/Equity (X) CASH CASH CASH CASH
ROAE (%) 4.5 5.9 4.1 6.0
Source of all data: Company, DBS Vickers, Bloomberg Finance L.P
Yoma consortium is Myanmar's
first telecom tower companies
?
towers to Ooredoo Myanmar JV will lease to
multiple tenants subsequently Signed agreement to develop and lease telecom
?
earnings accretion likely to be in 2015 onwards This development is positive and fast-paced,
?
but we believe its stake would not be substantial Yoma would need to raise fund for this venture
? Maintain Buy, TP S$1.02
Yoma announced that its telecom JV with Digicel and FMI
named Digicel Asian Holdings, has signed an agreement
with Ooredoo Myanmar, one of the winners of Myanmar's
telco operating licence, to develop, construct and lease
telecom towers to the latter. This joint venture will be
amongst the first telecoms tower companies to begin
construction in Myanmar and will accept multi-tenancy
agreements.
This development is in line with Yoma's aspiration to be a
conglomerate and we believe it will contribute positively to
the company in the long haul although the accretion may
be insignificant. Yoma has not released any quantifiable
details at this stage. But, Yoma would surely need funding
to invest in this JV although we believe their stake would
not be substantial. Based on Myanmar government's
timeline to expand mobile penetration from less than 5%
to 80% by 2015-2016, we believe this would be a fastpaced
development and should start no later than 2014.
That said, we do not expect immediate profits in its first
year of operations considering start up expenses.
We expect further update on this JV over the next few
weeks and will update accordingly.
Maintain Buy on Yoma with TP of S$1.02. |
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i wonder if they fired the analyst
Last:
0.695 Vol:
5737k +0.015
ozone2002 ( Date: 03-Dec-2013 11:42) Posted:
|
DBS analyst still promoting this high PE stock.. now 50x PE
BUY S$0.74 STI : 3,188.76
Price Target : S$ 1.02
Analyst
TAN Ai Teng +65 6398 7967
[email protected]
Price Relative
61
261
461
661
861
1061
1261
0.0
0.2
0.4
0.6
0.8
1.0
Dec-09 Jan-11 Jan-12 Jan-13
S$ Relative Index
Yoma Strategic Holdings (LHS) Relative STI INDEX (RHS)
Forecasts and Valuation
FY Mar (S$ m) 2012A 2013A 2014F 2015F
Revenue 39 60 99 141
EBITDA 8 13 29 43
Pre-tax Profit 6 16 28 42
Net Profit 6 14 15 23
Net Pft (Pre Ex.) 6 11 15 23
EPS (S cts) 1.1 1.3 1.3 2.0
EPS Pre Ex. (S cts) 1.1 0.9 1.3 2.0
EPS Gth (%) 117 10 3 53
EPS Gth Pre Ex (%) 142 (17) 37 53
Diluted EPS (S cts) 1.1 1.3 1.3 2.0
Net DPS (S cts) 0.5 0.5 0.5 0.5
BV Per Share (S cts) 25.7 31.3 32.1 33.5
PE (X) 64.6 58.5 57.1 37.4
PE Pre Ex. (X) 64.6 78.1 57.1 37.4
P/Cash Flow (X) 20.4 nm 10.1 17.2
EV/EBITDA (X) 48.1 60.8 30.1 16.8
Net Div Yield (%) 0.7 0.7 0.7 0.7
P/Book Value (X) 2.9 2.4 2.3 2.2
Net Debt/Equity (X) CASH CASH CASH CASH
ROAE (%) 4.5 5.9 4.1 6.0
Source of all data: Company, DBS Vickers, Bloomberg Finance L.P
Yoma consortium is Myanmar's
first telecom tower companies
?
towers to Ooredoo Myanmar JV will lease to
multiple tenants subsequently Signed agreement to develop and lease telecom
?
earnings accretion likely to be in 2015 onwards This development is positive and fast-paced,
?
but we believe its stake would not be substantial Yoma would need to raise fund for this venture
? Maintain Buy, TP S$1.02
Yoma announced that its telecom JV with Digicel and FMI
named Digicel Asian Holdings, has signed an agreement
with Ooredoo Myanmar, one of the winners of Myanmar's
telco operating licence, to develop, construct and lease
telecom towers to the latter. This joint venture will be
amongst the first telecoms tower companies to begin
construction in Myanmar and will accept multi-tenancy
agreements.
This development is in line with Yoma's aspiration to be a
conglomerate and we believe it will contribute positively to
the company in the long haul although the accretion may
be insignificant. Yoma has not released any quantifiable
details at this stage. But, Yoma would surely need funding
to invest in this JV although we believe their stake would
not be substantial. Based on Myanmar government's
timeline to expand mobile penetration from less than 5%
to 80% by 2015-2016, we believe this would be a fastpaced
development and should start no later than 2014.
That said, we do not expect immediate profits in its first
year of operations considering start up expenses.
We expect further update on this JV over the next few
weeks and will update accordingly.
Maintain Buy on Yoma with TP of S$1.02. |
|
YOMA's FY ENDED MAR 2014.
Yoma Strategic records S$100 million revenue milestone
FY2014 revenue increased over 66% year-on-year to S$100.5 million
FY2014 net profit up 67.8% to S$23.9 million and FY2014 net profit
attributable to shareholders rose 13.5% year-on-year to S$16.4 million
Strong revenue growth driven by Real Estate Division contributing 91%
of the Group?s turnover in FY2014
Atom99 ( Date: 22-Apr-2014 18:46) Posted:
JOINT VENTURE AGREEMENT WITH MITSUBISHI CORPORATION AND FIRST MYANMAR INVESTMENT CO., LTD
The Board of Directors of Yoma Strategic Holdings Ltd. (the &ldquo Company&rdquo and together with its subsidiaries, the &ldquo Group&rdquo ) is pleased to announce that the Company has entered into a joint venture agreement with Mitsubishi Corporation (&ldquo MC&rdquo ) and First Myanmar Investment Co., Ltd (&ldquo FMI&rdquo ) for the purposes of establishing a joint-venture company to provide, inter alia, the technical services and solutions, installation, testing and commissioning and import and supply of elevators, escalators and related products in the Republic of the Union of Myanmar.
The parties have established the joint venture company, MC Elevator (Myanmar) Ltd (&ldquo MC Elevator&rdquo ) in Myanmar. The initial issued and paid-up capital of MC Elevator will be US$1.5 million comprising 1.5 million ordinary shares of US$1.00 each. The Company, through its wholly-owned subsidiary, Yoma Strategic Investments Ltd., has subscribed for 20% of the issued share capital of MC Elevator for an initial cash consideration of US$5,000. MC will hold 60% and FMI will hold 20% of the issued share capital of MC Elevator. The shareholders will subscribe for their respective pro rata portion of the balance amount of the issued and paid-up capital upon the satisfaction of certain conditions precedent.
isaacsgx ( Date: 27-Mar-2014 10:04) Posted:
| Today is the Myanmar play |
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