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 SGX Counters, Discussion on Counters in the SGX

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Ramjade
post Mar 7 2017, 04:50 PM

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QUOTE(prophetjul @ Mar 7 2017, 02:07 PM)
I know.

But most of their O & G supplies are from Mid east which requires transportation through S of Malaccca
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That's why they cut a road across asia straight through pakistan. doh.gif

Btw, does nestle have listing in SGX?
Ramjade
post Mar 10 2017, 11:56 AM

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QUOTE(Hansel @ Mar 10 2017, 11:51 AM)
[/B]Why are the REITs not falling ? REITs shld be falling by now,... prior to NFP numbers tonight !
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Just wait for until end of March. dry.gif
Of course unless SG investors are getting savvy and not panicking over small stuff.
Ramjade
post Mar 10 2017, 09:56 PM

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QUOTE(Hansel @ Mar 10 2017, 09:54 PM)
1) 235000 New Jobs Created.
2) 7% Unemployment Rate.
3),...

Rate Hike sure to happen next week - Mohd El-Erian.
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Is whether the REITS will come crashing down or not...
Ramjade
post Mar 12 2017, 03:26 PM

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Anyone interested in Kimly IPO? Change my mind. Not buying blush.gif

This post has been edited by Ramjade: Mar 12 2017, 04:44 PM
Ramjade
post Mar 14 2017, 01:16 AM

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Vicplas
- (+) cash flow
- capex low
- increase in revenue
- quite good dividend (6.35% for 2 years)
- low debts

Am I missing something here? Why is the price so cheap at SGD0.12/share?
Analysis based on Annual report
Ramjade
post Mar 16 2017, 05:05 PM

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Anyone can check and see if my analysis correct?

Vicplas
- (+) cash flow
- capex low
- increase in revenue
- quite good dividend (6.35% for 2 years)
- low debts

Am I missing something here? Why is the price so cheap at SGD0.12/share?
Analysis based on Annual report
Ramjade
post Mar 16 2017, 09:51 PM

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QUOTE(Showtime747 @ Mar 16 2017, 09:35 PM)
If I am researching, the above FA is not enough to make a decision. Need to do more analysis on the followings :

1. Revenue for the last 3 years
2. Profit for the last 3 years
3. Cashflow for the last 3 years
4. Understand their business
5. Management projection/outlook of the financials
6. Current asset vs current liability
7. Borrowing / interest service
8. Company expansion plan / prospect of current and new business
9. Who are the management of the company and their background
10. Who are the major shareholders
11. Share price of the last 52 weeks and 5 years relative to their financial performance
12. PE ratio
13. Market cap
14. Daily trading volume recently
15. No. of shares in public hands
16. Dividend yield and sustainability
17. Research from brokers (if any) and if the company is under their radar

I always give the benefit of a doubt to the market. If the market doesn't see the company as attractive, it will be reflected in the price.

My quick 10 minutes glance at the above data for the company does not attract me. Do let us know about your further research and who knows you found a gem ?
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So much info... sad.gif I am not so advance yet. Still noob. From what I found so far no broker/blogger (except one) ever target them confused.gif That's why information is scarce.
They have two business sectors
(i) manufacture and distribution of piping systems (uPVC piping)
(ii) developing and manufacturing medical devices

Income in
(i) USD
(ii) SGD
(iii) RM

Dividend wise should be ok? Past 2 years at 6.1%. Before the 2 years was 4.07%

Would like more guidance notworthy.gif


Ramjade
post Mar 17 2017, 12:37 AM

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QUOTE(Showtime747 @ Mar 17 2017, 12:18 AM)
Those are just basic info...

Actually most of the info are easily obtainable. You can get it from :

1. Annual report (in your link)
2. Latest quarterly report
3. Bloomberg, Yahoo finance, etc
4. Broker's research
5. Co website

Are you financial trained ? If you are, it is easier to zoom into the numbers. If you are not, then more difficult, but can learn. Of the pages and pages of financial reports, only about 5% is useful.

It is a good training by being able to do your own FA. Instead of just relying on other's recommendation. You also don't know correct or not...

The following can be obtain from :

1. Revenue for the last 3 years (annual report of last 2 years)
2. Profit for the last 3 years (annual report of last 2 years)
3. Cashflow for the last 3 years (annual report of last 2 years)
4. Understand their business (annual report, quarterly announcement, company website)
5. Management projection/outlook of the financials (annual report if recent, quarterly announcement, company announcement, company website)
6. Current asset vs current liability (annual report and quarterly announcement)
7. Borrowing / interest service (annual report and quarterly announcement)
8. Company expansion plan / prospect of current and new business (annual report, quarterly announcement, company announcement, business news, google)
9. Who are the management of the company and their background (annual report)
10. Who are the major shareholders (annual report, usually at the end of pages)
11. Share price of the last 52 weeks and 5 years relative to their financial performance (bloomberg, yahoo finance etc)
12. PE ratio (bloomberg, yahoo finance, or calculate yourself based on annual report and quarterly announcement)
13. Market cap (bloomberg, yahoo finance etc)
14. Daily trading volume recently (bloomberg, yahoo finance etc)
15. No. of shares in public hands (annual report)
16. Dividend yield and sustainability (bloomberg, yahoo finance, calculate yourself, quarterly announcement, news, google)
17. Research from brokers (if any) and if the company is under their radar (individual brokerage firms, or ask your broker on availability)
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No I am not financially train. That's why I only know bits and pieces from how to analyse through my little reading of financial blogs.
Ramjade
post Mar 17 2017, 10:09 AM

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QUOTE(Showtime747 @ Mar 17 2017, 08:51 AM)
Have been telling them how investment works since they are 12 and 7. Now in their 20s. They saw market boom and burst when they are still studying

Not all my children are interested to learn though....the other only know untie level property knowledge. Since FD interest is so low where he lives he has very little choice but property  biggrin.gif  I don't force him as he can make a good living from his profession. Don't kacau me for money I am happy liao  biggrin.gif
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Will do. Really need to learn all this basic. No basic, no talk sad.gif
Ramjade
post Mar 17 2017, 11:26 AM

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QUOTE(Hansel @ Mar 17 2017, 11:23 AM)
It's okay,... I'm not waiting anymore,... I bought Frasers Logistics and Industrials,....think ths ctr has potential,... if continuing to wait, then this ctr might run
away too !!!!!!!!!!!!

Just like UMS,.....
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Why buy this when you are invested in ASX itself? I thought you don't want to use SG reit amanger as proxy? hmm.gif
Ramjade
post Mar 19 2017, 09:44 PM

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Bank stock expected to tank tomorrow. Who want to collect? brows.gif drool.gif
https://www.bloomberg.com/news/articles/201...editors-faceoff

Could this be the trigger for REITS and everything to tank since all 3 banks will be affected? hmm.gif

If yes, time to convert more SGD thumbup.gif rclxms.gif

This post has been edited by Ramjade: Mar 19 2017, 09:50 PM
Ramjade
post Mar 20 2017, 09:57 AM

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QUOTE(prophetjul @ Mar 20 2017, 09:41 AM)
DBS still refuse to drop to sgd17 doh.gif
Ramjade
post Mar 20 2017, 10:06 AM

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QUOTE(prophetjul @ Mar 20 2017, 09:59 AM)
Strong bank of SG.  biggrin.gif
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Was thinking since DBS was most exposed at US$272 million, it will tank heavily.
Ramjade
post Mar 20 2017, 10:26 AM

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QUOTE(prophetjul @ Mar 20 2017, 10:24 AM)
- 1%. Maybe they have already provided for the bad debt
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Now rebounding. lol

ST engineering also tank. Was thinking of collecting if it reach 3.4
Ramjade
post Mar 20 2017, 02:22 PM

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QUOTE(zDarkForceSz @ Mar 20 2017, 02:18 PM)
hey bro how you buy sgx counter?
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Use SG broker?
Ramjade
post Mar 20 2017, 04:36 PM

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QUOTE(kyone @ Mar 20 2017, 04:34 PM)
http://www.straitstimes.com/business/compa...n-trading-debut

Kimly shares soar 120% on trading debut

wah... anyone here got this IPO?
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Actually it tank to 0.43 then went up to 0.45 and stabilize there.
https://www.google.com/finance?q=SGX%3A1D0&...oCpLQuAS86bP4Ag

This post has been edited by Ramjade: Mar 20 2017, 07:21 PM
Ramjade
post Mar 28 2017, 10:40 PM

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Any toll roads operator that are listed on SGX?
Ramjade
post Mar 29 2017, 02:39 PM

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QUOTE(gark @ Mar 29 2017, 02:30 PM)
Last time got, no more now.
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Expected. Search cannot find. Thought I may have miss it.
Ramjade
post Apr 6 2017, 02:35 PM

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QUOTE(gark @ Apr 6 2017, 02:11 PM)
All 3 telco is going all out to kick TPG from the market, they bidded for the license so high in a panic to force TPG with less spectrum.  laugh.gif

In the end they will hurt themselves (and their shareholders) more than TPG... and enrich the SG government..

It all started when Singtel got itchy hands and start attacking TPG in Australia.. but failed. Now TPG come back for revenge..
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Care to share this story? I was shocking.gif blink.gif to see the price they bid. Btw I queue Singtel at 3.88. Don't know can get or not or laugh.gif biggrin.gif Lowest support at for few months back. Touched 3.89 but refused to go 3.88 laugh.gif

For Singtel no problem what. They have lots of cash. For the others shakehead.gif puke.gif mega_shok.gif

This post has been edited by Ramjade: Apr 6 2017, 02:37 PM
Ramjade
post Apr 6 2017, 02:40 PM

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QUOTE(gark @ Apr 6 2017, 02:39 PM)
Singtel bought Optus some time ago.. and they went in big to take market share in Australia. But came out with blue black eyes..  laugh.gif
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laugh.gif laugh.gif When did this happen?

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