07-07-2013, 02:17 PM
(07-07-2013, 02:06 PM)KopiKat Wrote: Yes, he needs to improve on his valuations...
Hmm... you triggered my interest... in ComfortDelgro (went to check and PE=15.5 ; Yield=3.47% ; Payout=53.8% ; EPS Growth=5.5% for last year but 2-4% for previous 2 years). But, $20Mil - $30Mil is <10% of Net Profit...
The last bumper dividend was in 2007 i think.
ComfortDelgro always looked interesting. But..
Going ahead, AUS$ is weakening, UK$ will not do much better. SBS transit is going to increase its services. Bus fare, train fare are not increasing.