tag:blogger.com,1999:blog-2011194091106156925.post9091429999215302333..comments2024-03-27T14:09:10.049-07:00Comments on Sillyinvestor: My thoughts on ST Engineering Part 1Unknownnoreply@blogger.comBlogger8125tag:blogger.com,1999:blog-2011194091106156925.post-88725018235835700932021-05-21T06:31:43.971-07:002021-05-21T06:31:43.971-07:00Do you need to increase your credit score?
Do you ...Do you need to increase your credit score?<br />Do you intend to upgrade your school grade?<br />Do you want to hack your cheating spouse Email, whatsapp, Facebook, instagram or any social network?<br />Do you need any information concerning any database.<br />Do you need to retrieve deleted files?<br />Do you need to clear your criminal records or DMV?<br />Do you want to remove any site or link from any blog?<br />you should contact this hacker, he is reliable and good at the hack jobs..<br />contact : cybergoldenhacker at gmail dot com<br /><br />felisha greenhttps://www.blogger.com/profile/04448582896725355815noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-50887707021566163952014-09-10T10:42:10.174-07:002014-09-10T10:42:10.174-07:00Thank you.Thank you.Davidhttps://www.blogger.com/profile/14609499335857922307noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-86690222129152981582014-09-09T05:55:28.849-07:002014-09-09T05:55:28.849-07:00Thank you David. I will add you to my blog roll to...Thank you David. I will add you to my blog roll too. Glad you find my analysis useful. Hope we can exchange pointersSillyinvestorhttps://www.blogger.com/profile/03228581533460899084noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-37359888848651579952014-09-09T02:30:39.626-07:002014-09-09T02:30:39.626-07:00First, congratulation on successfully migrated to ...First, congratulation on successfully migrated to blogspot. Very good analysis and thanks for your sharing. I'd added your blog into my blogroll.<br /><br />DavidDavidhttps://www.blogger.com/profile/14609499335857922307noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-24462392598704313162014-09-06T07:37:29.778-07:002014-09-06T07:37:29.778-07:00Hi B,
Great, finally had a feeling of new house ...Hi B, <br /><br />Great, finally had a feeling of new house warming.<br /><br />I also think it is more prudent to have a lower payout, but setting a ceiling and giving a lame reason is just ... <br /><br />Overseas operation forming bulk of revenue? Hello, I think you have that since 2009, why are u doing that now? <br /><br />If you use higher discount rate like 7 or 8 %, current price offer no MOS or is even trading at a premium.<br /><br />I personally think it is fair value for a bedrock company. In fact, I am watching it very closely. Between this and Venture, I am more confident of the longer term prospects of ST. Although Venture give better yield and should do ok over the next few years with US capex cycle returningSillyinvestorhttps://www.blogger.com/profile/03228581533460899084noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-47828464662751728522014-09-06T07:00:29.696-07:002014-09-06T07:00:29.696-07:00Hi Sillyinvestor
I think its good that they reduc...Hi Sillyinvestor<br /><br />I think its good that they reduce their payout. Their roe has been gradually dropping for the past couple of years. It seems that the growth has somewhat stallled and i am.not sure how the minor retained earnings are going to help them boost their business. Your 3% growth on valuation seems reasonable though I would put a higher discount rate higher than 6%. 6% seems to appear really safe I would maybe try 8 or 9% just to see where it stands.Bhttps://www.blogger.com/profile/09041255778427742477noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-36509521853503131332014-09-06T06:14:03.019-07:002014-09-06T06:14:03.019-07:00LP!!!
You are my second guest after SMOL
Welcom...LP!!!<br /><br />You are my second guest after SMOL <br /><br />Welcome welcome...<br /><br />Hmm.. 75% ... When FCF is so high? Lame excuse... <br /><br />But it seems ST is a bedrock of Singapore Inc if u know what I am saying... <br /><br />Very interested. But given limited ammo, I might have to switch out of 1 of my counterSillyinvestorhttps://www.blogger.com/profile/03228581533460899084noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-4206270634414935032014-09-06T06:03:39.760-07:002014-09-06T06:03:39.760-07:00Hi sillyinvestor,
Note that the payout of ST eng ...Hi sillyinvestor,<br /><br />Note that the payout of ST eng will be gradually cut, from 90% to eventually 75%. The reason they gave is that their earnings are based more on overseas now, so they will need to pay withholding tax on overseas income, so that will reduce their ability to pay higher dividends.<br /><br />The source is here:<br />http://sgx.i3investor.com/blogs/sgxstockwarrant/15082.jsp<br /><br />Waiting for your next post :)la papillionhttps://www.blogger.com/profile/01372278083694506953noreply@blogger.com