Wednesday, December 23, 2020

Merry Chiristmas! Here are 3 Companies that will likely increase their dividends in 2020/21

Merry Christmas, readers. 

How time flies. The end of the holiday is coming, the hectic pace of work will pick up soon and I will miss thinking, researching and blogging soon.

Here are 3 Counters I believed will increase their dividends is 2020 or/ and 2021

All 3 counters have more or less a payout ratio policy, and pay more when time are good/ bad. Also, all three companies should have better earnings in 2021, due to either better addressable market or simply riding the tide. 

1) UOB kayhian pay out 50% of NP, plus minus, and 1H EPS is 9 cents. Due to the crazy trading during this crisis year, comission interest went up by 90%. How they will do in 2H is anybody guess, but with retailers setting up accounts, low interest rate, and a market in generally swinging from excitment of vaccines, and Brexit and many elections to come in 2021, I believe Volatility will be high and trading will likely improve rather than deteriorate, as no bull or bear can be dominaint

2) CSPC Parma (HK: 1093)

This is an company that kind of blows my mind. They have a payout ration of around 30% and has been increasing their dividends in the last 5 years. 


If you look at margin and ROE, ROIC, it is amazing? right? I couldnt believe my eyes. Payout ration is 30%. Topline and bottom line are also increasing. 

https://secure.fundsupermart.com/fsm/stocks/factsheet/HKEX.1093/CSPC-PHARMA

You can look at other metrics at the above link yourself. It also has a strong balance sheet. I spent quite a bit of time reading up the AR and etc, wanted to know why is such a strong growing company has a shares price that is near 25 years low. 

Someone in the community pointed out that China has various regulartion regarding medicine, and basically, the few that will affect CSPC are 1) Centralised competitive tenders 2) Risk of having medicine removed from rebursement list (No longer subsidized), and one such drug has sales fallen by 60% because of this. 3) No mark up of medicine by hospitals (Hospitals has no incentive to push the sales of certain medicine)

However, the numbers show that it is still growing, especially is Class 1 medicine (Exclusive rights), also they have a record number of medicine to be luanched and in the pipleline as compared to the last 4-5 years. I feel that the market is undervaluing it. 

https://www.dbs.com.sg/treasures/aics/templatedata/article/equity/data/en/DBSV/012014/1093_HK.xml
https://www.dbs.com.sg/treasures/aics/templatedata/article/equity/data/en/DBSV/012014/1093_HK.xml

3) YZJ

YZJ aim to pay out  at least 30% of earnings, although they woud pump it out in a rough year. 2020, EPS is unlikely to exceed 2019, the growth so come in 2021. There are a few trends going for it. Order book improvement is one direct factor. Over the years, YZJ has proven to be able to build a repetoire of different vessels, it has even managed to deliver a rig. Containers freight is improving, low sulphur emisson requirement will drive scrapping of older vessels. 


Conclusion:
While it is likely that dividends will be increase, it is of no use if you suffer capital loss. YZJ has an HTM business, and has taken an significant impairment in the latest quarter. CSPC has very strong balance sheet, but the dividend yield is low, around 2.5 % (They already started intern dividends).

Kayhian dividend yield is still attractive, but going beyond 2021, it is any guess. Also, it has went from $1.08 to $1.4. I would think the MOS is dwindling. 

One need patience, for CSPC to grow over a few years, and time is always a risk. 

As for recovery of dividends, the banks have potenial, once MAS lift the ceiling for dividends, and the relief scheme expires without spike in bad loans and credit cost. I however, put this as a hope rather than a high probabality. 

Enjoy Christmas. Leave a comment if you have ideas of dividend growers. 

 


20 comments:

  1. CHIEF DR LUCKY HERBAL THERAPY 
    Thank you very much for curing my Human Papillomavirus (HPV) totally. You are really a Godsent, I promise you that I will always recommend you. and to share your testimony to people. Contact him now thanks all. 
    CHIEF DR LUCKY HERBAL THERAPY CAN AS WELL CURE THE FOLLOWING VIRUSES :-
    1: HIV/AIDS
    2: HSV
    3: LUPUS
    4: ALS
    5: HEPATITIS B
    6: DIABETES
    7: HUMAN PAPILLOMAVIRUS (HPV)
    8: CANCER
    9: PAD
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    ReplyDelete
    Replies
    1. I'm 30 years old female I tested genital herpes (HSV1-2) positive in 2002. I was having bad outbreaks. EXTREMELY PAINFUL. I have try different kinds of drugs and treatment by the medical doctors all to know was avail. Six months ago I was desperately online searching for a helpful remedies for genital herpes (HSV1-2) cure, which i come across some helpful remedies on how Dr ehiaguna have help so many people in curing genital herpes (HSV1-2) with the help of herbal treatment because I too believe there is someone somewhere in the world who can cure herpes completely. As of the past 2 months, however, I've been following his herpes protocol Via drehiaguna@gmail.com and it stopped all outbreaks completely! To my greatest surprise I was cured completely by following the protocol of his herbal medicine . Don't be discouraged by the medical doctors. There is a cure for HSV with the help of herbs and roots kindly contact him for more information Via drehiaguna@gmail.com or Whatsapp him on +2348073908953 you can also visit his website https://effectiveherbalcurehome.blogspot.com/ He is capable of curing HIV/AIDS, HERPES, HPV, HSV1&2, CANCER of all kinds, DIABETES and so many other infections.

      Delete
    2. I can't thank God enough for allowing me to meet dr ehiaguna. Any body reading this testimony now should help me to rejoice and thank dr ehiaguna for curing me completely from herpes virus . I was told i have herpes in 2015, i have been taking different kinds of medication still yet no improvement until i saw testimonies of a woman who dr ehiaguna helped to cure herpes. I was skeptical about contacting him but i also knew the importance of herbal medicine because i have heard about it before that he work perfectly, i made up my mind and contacted him we talked on phone and he prepared the herbs medicine and send the medicine  to me through DHL delivery services which i took according to his dosage information. Now I’m so happy I’m cured from Herpes my heart is so filled with joy because my herpes test came out negative, thank you so much Dr ehiaguna. If you are reading this and you have Herpes or any kind of disease whats-app him +2348073908953 or email him at, drehiaguna@gmail.com you can also visit his website   https://effectiveherbalcurehome.blogspot.com God bless you 

      Delete
    3. Hello, I want to write a little review about the good work of doctor ehiaguna, who cured me from HSV 1&2 for just 2 week with his herbal medicine, I never believe I can be cured again and have a good life like others, I always regretted the day I got diagnose with this virus, I become lost of hope when my doctor told me there is no cure for it, Well I am so grateful for my helper who get me cured with his herbal medicine, I went online in search of anything that can help me because I can’t deal with it forever so I found dr ehiaguna email drehiaguna@gmail.com on a Facebook of someone who was cured by him,of the same herpes, so I quickly contacted him for help and explained all my pains to him, he told me not to worry about it there is a cure for real, I never believe until he sent me the herbs when I ordered for it and I got it within 5 working days that is how I took the medicine for 2 weeks and the following week I went for a test just to confirm I was 100% cured from this sickness what a miracle in my life, I am so happy right now, and forever greatful, you can also get in contact with him if you have such sickness through his whatsapp +2348073908953 you can  email him:: drehiaguna@gmail.com visit his website.  https://effectiveherbalcurehome.blogspot.com/  God bless you

      Delete
    4. I thought my life had nothing to offer anymore because life became meaningless to me because I had HERPES virus, the symptoms became very severe and bold and made my family run from and abandoned me so they won't get infected. I gave up everything, my hope, dreams,vision and job because the doctor told me there's no cure. I consumed so many drugs but they never cured me but hid the symptoms inside me making it worse. I was doing some research online someday when I came across testimonies of some people of how DR ehiaguna cured them from HERPES virus, I never believed at first and thought it was a joke but later decided to contact him on the details provided and when I messaged him we talked and he sent me his herbal medicine and told me to go for a test after two weeks. Within 9 days of medication the symptoms disappeared and when I went for a test Lo and behold I was NEGATIVE by the Doctor Who tested me earlier. Thank you DR ehiaguna because I forever owe you my life and I'll keep on telling the world about you. If you are going through same situation worry no more and contact DR ehiaguna via drehiaguna@gmail.com or WhatsApp him via +2348073908953 you can also visit his website  https://effectiveherbalcurehome.blogspot.com/ God bless you

      Delete
  2. Hello Everyone, i am from Florida USA. I want to share my testimonies to the general
    public on how this great man called Dr OLOKUN who cure my herpes. I have been a HERPES patient for over 9 Months and i have been in pains until i came across this lady when i traveled to Africa for business trip who happer and she told me that there is this great herbal doctor that help her tocure her herpes and she gave me his email address for me to contact and i did as she instructed. The man Dr OLOKUN told me how much to buy the
    herpes herbal medication and how i will get it, which i did. And to my
    greatest surprise that i took the Herpes herbal medicine for just two week as he
    instructed and behold i went for a herpes test, to my greatest surprise for the
    doctor confirmed me to be herpes free and said that i no longer have
    herpes in my system and till now i have never felt any pains nor herpes again, so i
    said i must testify the goodness of this man to the general public. So if
    you are there surfing from this Herpes problems or any deadly disease or
    other disease for i will advice you to contact him on his working
    email: drolokuntemple@gmail.com OR whatsapp hem on this very numberor +2348132537313


    ReplyDelete
  3. Hello Everyone, i am from Florida USA. I want to share my testimonies to the general
    public on how this great man called Dr OLOKUN who cure my herpes. I have been a HERPES patient for over 9 Months and i have been in pains until i came across this lady when i traveled to Africa for business trip who happer and she told me that there is this great herbal doctor that help her tocure her herpes and she gave me his email address for me to contact and i did as she instructed. The man Dr OLOKUN told me how much to buy the
    herpes herbal medication and how i will get it, which i did. And to my
    greatest surprise that i took the Herpes herbal medicine for just two week as he
    instructed and behold i went for a herpes test, to my greatest surprise for the
    doctor confirmed me to be herpes free and said that i no longer have
    herpes in my system and till now i have never felt any pains nor herpes again, so i
    said i must testify the goodness of this man to the general public. So if
    you are there surfing from this Herpes problems or any deadly disease or
    other disease for i will advice you to contact him on his working
    email: drolokuntemple@gmail.com OR whatsapp hem on this very numberor +2348132537313


    ReplyDelete
  4. I have been a herpes carrier for 2 years and I tried every possible means of curing but all of no useful until I saw a health promotion on a herbalist from West Africa who prepares herbal medicines to cure all sorts of diseases including #HSV and many others sickness but look at me today am very much happy and healthy, I'm telling you today don't lose hope keep trying God is with you, If you needs Dr.Chala help contact him on his email dr.chalaherbalhome@gmail.com or you can visit his website on http://drchalaherbalhome.godaddysites.com or https://mywa.link/dr.chalaherbalhome

    ReplyDelete
  5. Thanks for the informative article! waiting for your next post.- term plan

    ReplyDelete
  6. I'm 30 years old female I tested genital herpes (HSV1-2) positive in 2002. I was having bad outbreaks. EXTREMELY PAINFUL. I have try different kinds of drugs and treatment by the medical doctors all to know was avail. Six months ago I was desperately online searching for a helpful remedies for genital herpes (HSV1-2) cure, which i come across some helpful remedies on how Dr ehiaguna have help so many people in curing genital herpes (HSV1-2) with the help of herbal treatment because I too believe there is someone somewhere in the world who can cure herpes completely. As of the past 2 months, however, I've been following his herpes protocol Via drehiaguna@gmail.com and it stopped all outbreaks completely! To my greatest surprise I was cured completely by following the protocol of his herbal medicine . Don't be discouraged by the medical doctors. There is a cure for HSV with the help of herbs and roots kindly contact him for more information Via drehiaguna@gmail.com or Whatsapp him on +2348073908953 you can also visit his website https://effectiveherbalcurehome.blogspot.com/ He is capable of curing HIV/AIDS, HERPES, HPV, HSV1&2, CANCER of all kinds, DIABETES and so many other infections.

    ReplyDelete
  7. Herpes Virus. Few months back I was having some symptoms . I went to see a doctor and many blood tests was done on me, later on I was told I had Herpes. My doctor told me that there's no cure for Herpes I felt bad, I went online searching for a possible cure for Herpes Virus, I saw a post of dr ERO, a herbal doctor that cured someone from Herpes. I contacted him and told him how I'm feeling he said his herbal medicine can cure me. He sent me the medicine via Courier Service and I received the medicine some days after he sent it, i took the medicine as prescribed by him. Before the completion of the medication the symptoms stopped. I went to the doctor and carried out another blood test, surprisingly I was Negative. I haven't had any symptoms anymore, you can contact him no whatsapp +2348117463070 And dr ERO, you can also add him up on email doctorero9@gmail.com Is very Specialised In Curing Other Diseases Like(1) HIV AND AIDS (2) CANCER(3) JAUNDICE(4) DIABETES(5) HEPATITIS A B c(6) PILE(7) ULCER ........
    https://www.facebook.com/105334901214864?referrer=whatsapp

    ReplyDelete
  8. I can't thank God enough for allowing me to meet dr ehiaguna. Any body reading this testimony now should help me to rejoice and thank dr ehiaguna for curing me completely from herpes virus . I was told i have herpes in 2015, i have been taking different kinds of medication still yet no improvement until i saw testimonies of a woman who dr ehiaguna helped to cure herpes. I was skeptical about contacting him but i also knew the importance of herbal medicine because i have heard about it before that he work perfectly, i made up my mind and contacted him we talked on phone and he prepared the herbs medicine and send the medicine  to me through DHL delivery services which i took according to his dosage information. Now I’m so happy I’m cured from Herpes my heart is so filled with joy because my herpes test came out negative, thank you so much Dr ehiaguna. If you are reading this and you have Herpes or any kind of disease whats-app him +2348073908953 or email him at, drehiaguna@gmail.com you can also visit his website   https://effectiveherbalcurehome.blogspot.com God bless you 

    ReplyDelete
  9. I have be living with Oral herpes for over 4 years now and it has be a big problem for me.I have been looking for solution because i can't leave with it, One day i came across a woman testimony on a forum saying she got cured of her Herpes with the help of Dr Ojamo an herbal doctor from african with herbal medicine. At first i did not believe because i was not sure herbs can really take this virus away,but i have no choice than to give it a try and contacted him with his emails, i explain my problems,.. then he told me not to worry that he will prepare the a cure with herbal mixture and send it to me, i got the medicine after 4days delivery and i use as instrusted. After 21days when the herb got almost finish i went to a medical doctor, i did a test and discover that the virus was gone, and my test result were HSV 1%2 negative,i was so surprise and happy! then i wrote dr Ojamo and thank him for getting me cured from herpes. I advice you to contact this great herbal doctor Ojamo as he have cure for different kinds of diseases.i decided to share this testimony to let others who also suffer from herpes know about this and give HOPE to others, you can reach him via Email dr.ojamoherbalhome@gmail.com WhatsAPP number +2349077406037


    You can check on his website for more info https://drojamoherbalhome.wixsite.com/welcometodrojamoherb

    ReplyDelete
  10. Hello, I want to write a little review about the good work of doctor ehiaguna, who cured me from HSV 1&2 for just 2 week with his herbal medicine, I never believe I can be cured again and have a good life like others, I always regretted the day I got diagnose with this virus, I become lost of hope when my doctor told me there is no cure for it, Well I am so grateful for my helper who get me cured with his herbal medicine, I went online in search of anything that can help me because I can’t deal with it forever so I found dr ehiaguna email drehiaguna@gmail.com on a Facebook of someone who was cured by him,of the same herpes, so I quickly contacted him for help and explained all my pains to him, he told me not to worry about it there is a cure for real, I never believe until he sent me the herbs when I ordered for it and I got it within 5 working days that is how I took the medicine for 2 weeks and the following week I went for a test just to confirm I was 100% cured from this sickness what a miracle in my life, I am so happy right now, and forever greatful, you can also get in contact with him if you have such sickness through his whatsapp +2348073908953 you can  email him:: drehiaguna@gmail.com visit his website.  https://effectiveherbalcurehome.blogspot.com/  God bless you

    ReplyDelete
  11. I thought my life had nothing to offer anymore because life became meaningless to me because I had HERPES virus, the symptoms became very severe and bold and made my family run from and abandoned me so they won't get infected. I gave up everything, my hope, dreams,vision and job because the doctor told me there's no cure. I consumed so many drugs but they never cured me but hid the symptoms inside me making it worse. I was doing some research online someday when I came across testimonies of some people of how DR ehiaguna cured them from HERPES virus, I never believed at first and thought it was a joke but later decided to contact him on the details provided and when I messaged him we talked and he sent me his herbal medicine and told me to go for a test after two weeks. Within 9 days of medication the symptoms disappeared and when I went for a test Lo and behold I was NEGATIVE by the Doctor Who tested me earlier. Thank you DR ehiaguna because I forever owe you my life and I'll keep on telling the world about you. If you are going through same situation worry no more and contact DR ehiaguna via drehiaguna@gmail.com or WhatsApp him via +2348073908953 you can also visit his website  https://effectiveherbalcurehome.blogspot.com/ God bless you

    ReplyDelete
  12. Dr. Riaria cured my HPV virus that have been in my body since seven years, ever since then my life has been incomplete, I have used so many drugs that was prescribed to me by doctors, but it didn't cure my HPV VIRUS, i was checking for solution on the internet then I miraculously came across Dr. Riaria the powerful herbalist that  can cure HPV infection, then I contacted him through his email, I explained everything to him and he prepared a herbal medicine and sent it to me through FedEx, which I took for 14 days with the instruction he gave me, and when I did a test in the hospital my result came out negative it was the happiest day of my life that am cure from HPV,  are you also suffering from same virus or another diseases you can simply contact him via email: drriaria@gmail.com  you can also call or WhatsApp him on: +2349134987375.  

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