tag:blogger.com,1999:blog-2011194091106156925.post4011037187031966831..comments2024-03-27T14:09:10.049-07:00Comments on Sillyinvestor: Quick look at SIngpostUnknownnoreply@blogger.comBlogger5125tag:blogger.com,1999:blog-2011194091106156925.post-51099148506758991322021-05-21T08:21:21.467-07:002021-05-21T08:21:21.467-07:00Do 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-42546290226994173882014-03-17T18:55:37.000-07:002014-03-17T18:55:37.000-07:00Hi Mike,I am corrupted by technical analysis, as y...Hi Mike,<br><br>I am corrupted by technical analysis, as you know. From a TA angle, $1.12 is possible and even so the long term uptrend would still be intact. A big shake up in the equity market for whatever reason could give us that or near.<br><br>At $1.12, the dividend yield based on DPS of 6.25c will be 5.58%. For a company like Singpost, this is an attractive dividend yield and very important for an income investor like me. :)AK71http://singaporeanstocksinvestor.blogspot.sg/noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-34593730006255896872014-03-17T10:56:37.000-07:002014-03-17T10:56:37.000-07:00Hi,Why are you using 3% growth rate assumption? In...Hi,<br><br>Why are you using 3% growth rate assumption? In your analysis, net profit has remained static (or shrank even). If you assume a more conservative growth rate, your DCF will drop giving you even less margin of safety.Charlesnoreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-91621479353174303142014-03-17T16:54:21.000-07:002014-03-17T16:54:21.000-07:00Hi charles,3% is a assumption made that their logi...Hi charles,<br><br>3% is a assumption made that their logistic and regionalisation efforts will bear fruits after 4 years, there are some signs that it will. Of course, we could use 1% or 2% if we wish to be conservative.<br><br>I would personally keep to 3% because:<br><br>1) I am looking more at FCF generating capability rather than NP, this is important, if Singpost which is on a expansion drive, can still generate such high FCF, think of the results when the new costs start to taper off, or synergy is achieved.<br><br>2) Looking at underlying profits instead of profits, 2013 is 141 mio, an improvement from 2012. Underlying profits strip off the 1-off costs, there were quite a bit of it due to their expansion efforts.<br><br>3) NP is bad also due to reasons mainly related to the expansion, increase in head counts, standardization of IT, processes etc. If the big tickets purchases in the region is almost done, it should be organic from now on.<br><br>Also, how much margin of safety is enough? Book theory says 20%, buffet/ grahman would demand 50%. I am more inclined to constantly and regularly invest, so I think if SIngpost does go near $1.2, I would be very tempted, it did not even need to go to $1.12.<br><br>Is there any reason why you think their expansion will not bear fruits??sillyinvestorhttp://sillyinvestor.wordpress.comnoreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-77297229797447625182014-03-17T19:22:34.000-07:002014-03-17T19:22:34.000-07:00HI AK,Thank you for your view, although I don'...HI AK,<br><br>Thank you for your view, although I don't do TA, the statement of a financial shakeup is rather high...IMHO<br><br>I think people are too complacent about the Urakine crisis, I know Urakine is small, but Greece is small too. that does not mean I will be selling down my whole Portfolio, But I do wish to keep cash as it flows in. <br><br>Current price is unattractive although fair.sillyinvestorhttp://sillyinvestor.wordpress.comnoreply@blogger.com