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(16-08-2018, 09:42 AM)bargainhunter Wrote: the selling seems very strong these last few days at .405 to .415. given the high possibility that dividends would be increased by at least a little, the potential dividend yield has probably crossed 4%.
I am actually expecting 5% dividends thereabouts. They have historically declared a percentage of NPAT as dividends all along and for the past few years seems to be trending towards 50%. This is inclusive of exceptional items. The 1H NPAT is already 8.375m, to hit $4m in 2H is probable imho and that would drive a 50% payout above 5% dividend at $0.41.
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CIMB started covering the name without rating. Just a matter of time before they slap a TP on it?
https://research.sginvestors.io/2018/09/...09-17.html
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(25-09-2018, 07:15 PM)bargainhunter Wrote: (19-09-2018, 09:47 AM)Squirrel Wrote: CIMB started covering the name without rating. Just a matter of time before they slap a TP on it?
https://research.sginvestors.io/2018/09/...09-17.html
I just saw your post and referred to the charts.
amazingly there was totally no reaction and no volume until yesterday when people actually sold at $0.395 lol. that's how much interest there is for > 50% of the stocks on sgx.
the report seems brief and dared not even hint at potentially lower p/e and higher dividends.
Most value investors themselves treat analyst reports with a pinch of salt, but yet expect others to react to them. It's pretty ironic sometimes.
Probably the key to our attitude towards analyst reports, is the amount of
alignment it has towards our
own reaction to the stock or its valuation.
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Latest quarterly results released. Company continues to be a reliable cash generating machine despite headwinds in the market. On track towards 5% dividend for the full year. Stable performance with no surprises is a blessing in this environment.
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(28-02-2019, 06:48 PM)bargainhunter Wrote: https://links.sgx.com/FileOpen/YHI-FY201...eID=545551
56.8% increase in net profit to 4.7c EPS and giving out 2.35c Dividend
True to historical trend, they paid out 50% of earnings. At current prices, that’s 5.7% yield.
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