Outline ·
[ Standard ] ·
Linear+
STOCK MARKET DISCUSSION V130, Bull rally after GE
|
river.sand
|
 May 10 2013, 02:33 PM
|
|
QUOTE(Pink Spider @ May 10 2013, 02:21 PM) Anyone holding DLADY here? Divvy yield based on last 2012 financial year is very rich, 5.6%. But their divvy payout is somewhat inconsistent. 50 sen x 2 per annum is almost fixed, but that's only 2%+ yield It's (50 sen + 80 sen) x 2 last year. But it's > 90% of FCF, so probably not sustainable. Anyway, I am holding mine, for now. |
|
|
|
|
|
river.sand
|
May 10 2013, 03:18 PM
|
|
|
QUOTE(Pink Spider @ May 10 2013, 02:41 PM) EPS is only 190+ sen, so payout of (50+80)x2 is absolutely not sustainable If we assume 90% payout, 190 x 90% = 170 1.7/47 current price = 3.6% More or less around Nestle's DY. But Nestle's product portfolio is more formidable I am betting on the growth opportunity. Another strong point of DLADY is that it has zero bank loan  |
|
|
|
|
|
river.sand
|
May 10 2013, 03:46 PM
|
|
|
I observe two schools of thoughts when it comes to counting return/gain: (A) deduct dividend from cost (B) count dividend towards return I think it's OK to use one OR the other, but not both. And, for method A, only deduct dividend of the first year, not the subsequent year. Just my 2 sen  |
|
|
|
|
|
river.sand
|
May 13 2013, 12:00 PM
|
|
|
QUOTE(SKY 1809 @ May 13 2013, 11:49 AM) Cannot really teach new Generations to like the older generation things. Well, when u were a student time, somehow yr parents might complain you sticked to something like computer games or any kind of socializing  I remember a young girl complaining about an ahpek for smoking inside a lift. New generations also cannot teach older generations. You can't tell older people to do this: - use fewer plastic bags - when staying in hotel, switch off air-con before going out Sorry OT  |
|
|
|
|
|
river.sand
|
May 20 2013, 02:19 PM
|
|
|
QUOTE(gark @ May 20 2013, 01:14 PM) That will never happen, too low population. No one in thier right mind would want to stay in Kalimantan unless you work in oil palm, forestry, coal mining or O&G. Ordos in Inner Mongolia, China is also developing fast, despite low population   BBC News - Ordos: The biggest ghost town in China http://www.bbc.co.uk/news/magazine-17390729 |
|
|
|
|
|
river.sand
|
May 20 2013, 08:49 PM
|
|
|
QUOTE(gark @ May 20 2013, 05:26 PM) Grandma asked to teach her how to buy stock count or not? Seriously, market will be euphoria, where all the previous ppl who is scared is no longer scared...  It's not so bad if grandma asks you to teach her how to buy stocks. The scary thing is grandma teaches you what stocks you should buy (Peter Lynch's Cocktail Theory) This post has been edited by river.sand: May 20 2013, 08:50 PM |
|
|
|
|
|
river.sand
|
May 22 2013, 08:33 AM
|
|
|
QUOTE(mopster @ May 21 2013, 05:26 PM) very likely Digi will become the first Business Trust in M'sia.. divvy may increase slightly... Digi needs money to upgrade its network to LTE wor... If it increases dividend payout, how will it fund the network upgrade? |
|
|
|
|
Quote
0.0326sec
0.31
7 queries
GZIP Disabled