Ezotop

Friday, May 31, 2024

NetLink NBN Tr - After XD, the price has corrected from 86.5 to close at 83.5 cents to cover the dividend payout of 2.65 cents, seems fairly reasonable! At 83.5 cents, yield is quite good at more than 6 pecent (yearly dividend of 5.3 cents) The one and only appointed Fibre installation and activation company! Pls dyodd.

 NetLink NBN Tr  - After XD, the price has corrected from 86.5 to close at 83.5 cents to cover the dividend payout of 2.65 cents, seems fairly reasonable!



 At 83.5 cents, yield is quite good at more than 6 pecent (yearly dividend of 5.3 cents) The one and only appointed Fibre installation and activation company! Pls dyodd.  


 NetLink NBN Tr  - The director bought 100000 share at 86.5 cents this might be telling usbthe share price is attractive! Pls dyodd.  

https://links.sgx.com/1.0.0/corporate-announcements/R6NT84CC031PFTNK/76ec06e00bb2febef18d46ae3fb720b6f447da7e11956140a00cce1580ef90d7


She may rise up to test 91.5 cents .


 NetLink NBN Tr  - 2nd Half results is out! Gross Revenue is up 1 percent to 206m. Net profit is down 8 percent to 50.3m due to higher finance costs etc!



 Healthy cash flow of 288.6m ! Dividend of 2.65 cents is 1.1 percent higher than last year 2.62 cents. 



The Group generated Net cash from Ops of 288.6m of which I think is sufficiently able cover the dividend payout annually at 206.5m. 

XD 29 May.

Pay date 12 June.

Yield is about 6.13% at 86.5 cents.

Pls dyodd. 


Wednesday, May 29, 2024

Wilmar Intl - Looks like she is going down to test 3.07 than 3.00! Pls dyodd.

  Wilmar Intl  - Looks like she is going down to test 3.07 than 3.00!



 Pls dyodd. 


 Wilmar Intl  - Chart wise,  bearish mode! The director keeps buying back share but the share price keep drifting lower! I think testing 3.07 than 2.98 soon! 



Pls dyodd.


 Wilmar Intl  - FY 2023 results is out! 2nd Half net profit is down 27.1 percent to 989.3m versus 1264.3m last year!  FY net profit is down 35.3 percent to 1566m versus 2419m. 




Final dividend of 11 cents declared same as last year, i think the results is not bad! 

XD 29th April. 

Pls dyodd. 


TA wise, bearish mode!

High probability she may go down test 3.26 than 3.23 with extension to 3.0p.

Pls dyodd.



Results is due on 21st February. 

Chart wise,  bearish mode! 

She may likely go down to test 2.98/3.00.



Breaking down of 3.00 plus high volume she may go further down to revisit 2.80 Than 2.43. 

Pls dyodd.


 Wilmar Intl  - She has broken down 3.38 level seem rather Negative and may likely go down to test 3.00! Do take note!



Pls dyodd.


This piece of news reported on the media not sure will it affects the share price! Please dyodd.

Quote : A Chinese subsidiary of Asian food giant Wilmar International F34 0.29% has denied allegations by a city prosecution agency that one of its units was partially accountable for a trade fraud that led to a 5.2 billion yuan (US$725 million) loss for a state-owned company.

https://www.theedgesingapore.com/news/company-news/wilmar-unit-denies-involvement-alleged-china-palm-oil-fraud

Wilmar Intl  - She is drifting lower,  looks rather interesting! Likely to go down to test 3.39 again! Do take note!



 

Yearly dividend of 17 cents, yield is 4.94% at 3.44 of which i think  is quite a gd yield level!

Breaking down of 3.38 we may see sliding down toward 3.00.

Pls dyodd. 

Wah, crucial moment! 



I think is good to monitor and wait for market confirmation! 

Yearly dividend is 17 cents. Yield is 4.73%. NAV 4.22.

Pls dyodd.

  TA wise,  bearish mode!




If 3.60 cannot hold the high chance she will go down to test 3.53/3.50. Breaking down of 3.50 plus high volume we may likely see her going down to test 3.28 than 3.00 and 2.94.

Pls dyodd. 


Wilmar Intl  - Results is out Net profit is down 52.7% to 550m, Total Revenue is down 10% to 32538m.



Declared same interim dividend of 6 cents. 

Lower contribution from Food and Feed and I industrial products despite higher sales volume. 

Free cash flow of 1.89b.

I think the results is not bad!

Let's see how she fares next week!

Please dyodd.


 Wilmar International Limited, founded in 1991 and headquartered in Singapore, is today Asia’s leading agribusiness group. Wilmar is ranked amongst the largest listed companies by market capitalisation on the Singapore Exchange.


At the core of Wilmar’s strategy is an integrated agribusiness model that encompasses the entire value chain of the agricultural commodity business, from cultivation and milling of palm oil and sugarcane, to processing, branding and distribution of a wide range of edible food products in consumer, medium and bulk packaginganimal feeds and industrial agri-products such as oleochemicals and biodiesel. It has over 500 manufacturing plants and an extensive distribution network covering China, India, Indonesia and some 50 other countries and regions. Through scale, integration and the logistical advantages of its business model, Wilmar is able to extract margins at every step of the value chain, thereby reaping operational synergies and cost efficiencies. 

Supported by a multinational workforce of about 100,000 people, Wilmar embraces sustainability in its global operations, supply chain and communities. 


An Expanding Global Footprint:

From its humble beginnings, Wilmar has today become a global leader in processing and merchandising of edible oils, oilseed crushing, sugar merchandising, milling and refining, production of oleochemicals, specialty fats, palm biodiesel, flour milling, rice milling and consumer pack oils:

  • Largest edible oils refiner, specialty fats and oleochemicals manufacturer as well as leading oilseed crusher, producer of consumer pack oils, flour and rice and one of the largest flour and rice millers in China
  • One of the largest oil palm plantation owners and the largest palm oil refiner and palm kernel and copra crusher, specialty fats, oleochemicals and biodiesel manufacturer in Indonesia and Malaysia
  • Largest producer of branded consumer pack oils in Indonesia
  • Largest branded consumer pack oils, specialty fats and oleochemicals producer and edible oils refiner as well as leading oilseed crusher, sugar miller, refiner and ethanol producer in India
  • One of the largest investors in oil palm plantations, one of the largest edible oils refiners and producers of consumer pack oils, soaps and detergents as well as third largest sugar producer in Africa
  • Largest raw sugar producer and refiner, a leading merchandiser of consumer brands in sugar and sweetener market and largest manufacturer of bread, spreads and sauces in Australia
  • Leading refiner of tropical oils in Europe.
First quarter 2023 Financial No. update :

The Group reported net profit of US$391.4 million and core net profit of US$381.9 million for the quarter, with stronger sales volume recorded in both Food Products and Feed & Industrial Products segments. Excluding the gain on dilution of interest in Adani Wilmar Limited of US$175.6 million recognised in 1Q2022, the Group reported a growth in net profit of 10.3%, while core net profit grew by 16.5% during the quarter. 




Despite the challenging operating conditions, the Group managed to deliver a satisfactory set of results for 1Q2023. Higher volume of sales was achieved across all businesses. Sugar milling and merchandising did well with higher sugar prices. Oilseed crushing did better due to higher volume and good coverage of raw materials. Food Products segment saw an overall increase in volume of sales, largely due to higher medium pack and bulk products sales, particularly in China. Plantation profit was reasonable even though palm oil prices came down significantly from the peak. Shipping performed well but palm oil refining margin was poor. 

Cash Flow & Balance Sheet The stable performance for the quarter led the Group to generate higher operating cash flows before working capital changes of US$756.1 million. With the decline in commodity prices and seasonal reduction in overall inventory balance during the quarter, working capital requirements for the Group decreased accordingly, leading to lower net debt of US$17.27 billion as of 31 March 2023 (31 December 2022: US$18.75 billion). Consequently, net gearing ratio for the Group improved to 0.84x as of March 2023 (FY2022: 0.94x). This led to the Group generating strong cash inflow from operating activities of US$2.17 billion in 1Q2023. At the end of the reporting period, the Group had unutilised banking facilities amounting to US$26.32 billion. 

Outlook Results for the quarter ended 31 March 2023 were satisfactory, despite the uncertain macro-economic outlook at the start of the year. With our diversified and integrated business strategies, we are cautiously optimistic that performance for the rest of the year will remain satisfactory. 

The company paid out Final dividend of 11 cents + interim dividend of 6 cents, total 17 cents for FY 2022. The current share price is $3.97, yield is about 4.28% of which I think is quite a decent yield!

Chart wise, bearish mode!
She may likely continue to trend lower!





Short term wise, I think likely to go down to test 3.90.
Breaking down of 3.90 plus high volume that may likely see her falling down further towards 3.75 then 3.46 level.

Please dyodd.

Tuesday, May 28, 2024

SingTel - Halted! Good news! ANOTHER unlocking shareholders value! Likely to see a boost for divestment gains and declare as Special dividend! Huat ah! Pls dyodd.

   SingTel  - Halted! Good news! ANOTHER unlocking shareholders value! Likely to see a boost for divestment gains and declare as Special dividend! Huat ah! Pls dyodd. 




SingTel  - Chart wise, bullish mode! A nice breakout of 2.46 smoothly would likely see her rising up towards 2.55 soon! Yield is more than 6 percent for FY dividend of 15 cents, seem good! 



Pls dyodd.  


SingTel  - FY results is out! Underlying  net profit is up 10 percent to 2.28b.Net profit is down 64 pecent to 795m due to non-cash impairment provision! Dividend is up 52 percents to 15 cents for Y 2023 , solid. 






Final dividend of 6 cents. Plus 3.8 cents realization value gain. Will be paid out in Aug and December 2024.



Strong balance sheet with Cash Balance of 4.68b.

XD 1st August. 

Pay date 20th Aug.

Pls dyodd. 



SingTel  - Tomorrow she will be reporting her 1st Half results,  likely to see a lower profit due to the provision of non-cash impairment of 3.1b. Hopefully,  things will get sorted out! 



Will they be maintaining the same dividend of 5.3 cents being paid out for last year! 

Price will likely be under pressure due to the impending court case for Optus mobile in Australia.  

Pls dyodd. 



SingTel - Chart wise, bullish mode! A nice breakout of 2.46 smoothly would likely see her rising up towards 2.55 soon! Yield is more than 6 percent for FY dividend of 15 cents, seem good! Pls dyodd.

  SingTel  - Chart wise, bullish mode! A nice breakout of 2.46 smoothly would likely see her rising up towards 2.55 soon! Yield is more than 6 percent for FY dividend of 15 cents, seem good! 



Pls dyodd.  


SingTel  - FY results is out! Underlying  net profit is up 10 percent to 2.28b.Net profit is down 64 pecent to 795m due to non-cash impairment provision! Dividend is up 52 percents to 15 cents for Y 2023 , solid. 






Final dividend of 6 cents. Plus 3.8 cents realization value gain. Will be paid out in Aug and December 2024.



Strong balance sheet with Cash Balance of 4.68b.

XD 1st August. 

Pay date 20th Aug.

Pls dyodd. 



SingTel  - Tomorrow she will be reporting her 1st Half results,  likely to see a lower profit due to the provision of non-cash impairment of 3.1b. Hopefully,  things will get sorted out! 



Will they be maintaining the same dividend of 5.3 cents being paid out for last year! 

Price will likely be under pressure due to the impending court case for Optus mobile in Australia.  

Pls dyodd. 



Sunday, May 26, 2024

SATS - Today some buying activities spotted and the price was being pushed up 9 cents to trade at 2.64, this is rather positive as the FY results to be released on 29th May after trading hours might be good and the likelihood of declaring Final Dividend that may boost the price further! Pls dyodd.

   SATS  - Full Year results will be out on 30th May, all eyes are waiting to see if they are profitable and the possibility of declaring Final dividend that would certainly bring cheers to the shareholders!



 Pls dyodd.


Chart wise, she has retreated after touching the high of 2.63 and closed lower at 2.54, seem rather weak! 



Let's see will the winning of this new contract help to support the price from falling! 

Quote:   Sats has be en awarded a passenger, ramp and cargo handling contract from Air Canada, a member of the Star Alliance network. The move comes as Air Canada prepares to resume flights from Vancouver to Singapore’s Changi Airport for the first time in over 30 years.

Sats  - Fantastic! Today she is up 10 cents to 2.63 a long and Green candlesticks seem rather bullish and may see further upwards movement!



 Do take note!


SATS - Today some buying activities spotted and the price was being pushed up 9 cents to trade at 2.64, this is rather positive as the FY results to be released on 29th May after trading hours might be good and the likelihood of declaring Final Dividend that may boost the price further! 



Pls dyodd. 


SATS - I think 4th quarter most probably also likely profitable and hopefully cum Final dividend payout that would certainly bring back market confidence and boost the price higher! Do take note! 


Jeep a bit today at 2.50 for their turning around success in making the company profitable and declaring Final dividend!

She is rising up tovtest 2.71 than 2.81.

Pls dyodd. 


SATS - Wow! 3rd quarter results swing back into profit with 38.1m PATMI. 

SATS 3QFY2024 earnings improve by 41.9% q-o-q to $31.5 mil.

 Q on Q basis, revenue increase 6.3 percent to 1.4b. Awesome! I think good improvement in the company financial results boosted by strong seasonal demand. 




Finally,  we can see lights at the end of the tunnel!.

3rd quarter Editda increased 18.3%.

Cash Flow increased to 172.3m versus 35.4m last year. 

For the 9MFY2024 period, earnings came in at $23.7 million, reversing from a loss of $32.0 million the previous year, while revenue saw a significant 200.4% gain to $3.85 billion from $1.28 billion previously.






Refinancing are bearing fruits which help to bring down significant financial savings.  

I think if 4th quarter also book another good improvement in PAMTI we may hear company resuming paying out dividend. 
Pls dyodd. 



Saturday, May 25, 2024

AEM - Chart wise, Bearish mode! Likely to go down to test the recent low of 1.78. Breaking down of 1.78 plus high volume it will be very negative and may likely continue to Head further South! Dir bought back some share may be a small amount that can hardly make any chances to the price. Also take note of XB date on 28 May.

  AEM - Chart wise,  Bearish mode! Likely to go down to test the recent low of 1.78. Breaking down of 1.78 plus high volume it will be very negative and may likely continue to Head further South!



 Dir bought back some share may be a small amount that can hardly make any changes to the price. Also Please note of XB date on 28 May.


Pls dyodd. 

AEM - Proposed Bonus Share issue! 1:100. For every 100 existing share , shareholders can het 1 share. Meaning,  shareholders need to hold 10000 share ro get 100 share! Share price likely go below 1.80! 


Do take note the book closure date is on 28th May 5pm.


Chart wise,  bearish mode!

Likely to go down to test 1.80. Breaking down of 1.80, she may go further down to 1.70-1.68. Next, 1.40 level.

TERP is about 1.82.

Pls dyodd. 

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Thursday, May 23, 2024

NetLink NBN Tr - The director bought 100000 share at 86.5 cents this might be telling usbthe share price is attractive! Pls dyodd.

 NetLink NBN Tr  - The director bought 100000 share at 86.5 cents this might be telling usbthe share price is attractive! Pls dyodd.  

https://links.sgx.com/1.0.0/corporate-announcements/R6NT84CC031PFTNK/76ec06e00bb2febef18d46ae3fb720b6f447da7e11956140a00cce1580ef90d7


She may rise up to test 91.5 cents .


 NetLink NBN Tr  - 2nd Half results is out! Gross Revenue is up 1 percent to 206m. Net profit is down 8 percent to 50.3m due to higher finance costs etc!



 Healthy cash flow of 288.6m ! Dividend of 2.65 cents is 1.1 percent higher than last year 2.62 cents. 



The Group generated Net cash from Ops of 288.6m of which I think is sufficiently able cover the dividend payout annually at 206.5m. 

XD 29 May.

Pay date 12 June.

Yield is about 6.13% at 86.5 cents.

Pls dyodd. 


SATS - She is gaining strength likely to rise up to reclaim 2.99 again, looks rather bullish!

SATS - She is gaining strength likely to rise up to reclaim 2.99 again, looks rather bullish!  A nice breakout of 3.00 smoothly may likely s...