Money Management
Starhub FY2011 Results–Back to stable cash flow levels
Starhub announced their full year 2011 financial results. Overall, my take is that they got back to pre-iphone competition level of operations. I would not say it is spectacular but rather, the reasons operation wise, why we like Starhub is finally back. Here are some of my takeaways: Profitability Gross profit 4th quarter grew by [...]
First REIT Full Year 2011 Results Stagnating
First REIT this evening announced their 4th quarter and full year 2011 results. Here are some take-aways Net property income is climbing gradually: 13.0 mil > 13.1 > 13.47 > 13.77 Rental Income climbed in all regions, not just in Indonesia but also for their Singapore and Korea properties Larger distribution this quarter similar to [...]
A peak into the future of telecom profitability 2012-Singtel, Starhub and M1
Telecom stock’s profitability is affected by technology substitutes, size of capital expenditures and the ability to monetize and fight for market share. We talk a lot of telecom stocks at Investment Moats, and if you would like to know what I thought about them and their direction take a look at the following articles Primer [...]
Look for dividend stocks with strong fundamentals–They are likely to outperform after a crisis
Lee King Fuei manages the Schroders’ Asian Equity Yield fund and focuses on dividend investing. Here are some of his insights gain from researching on dividend investing in the latest issue of The Edge: When he realize that his cash rich companies paying out good dividends are underperforming, he carried out a research to see [...]
Keppel Corp:Lumpy Cash Dividend Rocks
We did an exercise recently on Noble Group to see how dividends, splits, rights and bonus shares affect certain stocks. By popular demand, I decide to profile one of Singapore biggest conglomerate Keppel Corp. You can view all the factsheets on my Google Spreadsheet here [SGX Singapore Stocks Factsheet >>] Keppel Corp Price 11 Years [...]
