Friday, 28 April 2017

Sembcorp Industries Ltd (U96)

Technical Analysis


The 20-day MA crossed the 50-day MA most recently in March 2017, indicating a short term down-trendThe 50-day MA crossed the 200-day MA most recently in January 2017, indicating a long term up-trend.

Company Performance and Dividends


Cash flow from operations was negative in 2015. It is on an overall up-trend through the last five years.

The compounded annual growth rate of the Earnings Per Share (EPS) is at -7.4% through the last five years.

Debt is currently at 7.7 times of the company's earnings. Long term debt is on an overall up-trend through the last five years.

Dividends per share is on an overall down-trend through the past five years. In twelve months (May 2016 to May 2017), the company pays $80.00 per 1000 shares invested, attributing to a dividend yield of 2.6% against the current price. The payout ratio is at 55.0%.

Valuation

Share price is currently trading at 15.5 times the company's earnings and 0.8 times its book value.

About

Sembcorp Industries Ltd, an investment holding company, engages in the utilities, marine, and urban development businesses worldwide. The company’s Utilities segment provides energy, water, on-site logistics, and solid waste management services to industrial, commercial, and municipal customers. Its activities in the energy sector include power generation and retail, and process steam production and supply, as well as natural gas import, supply, and retail; and water sector comprise wastewater treatment, and production and supply of reclaimed, desalinated, and potable water. This segment has approximately 11,000 megawatts of gross power capacity; and manages facilities that provide approximately 9 million cubic meters per day of water. Its onsite logistics and services include service corridor, chemical storage, and terminalling facilities, as well as hazardous waste incineration and industrial gases supply services; and solid waste management services, such as municipal, industrial and commercial, construction and demolition, and bio-hazardous waste collection services, as well as post-collection treatment and waste-to-resource services. The company’s Marine segment provides various integrated solutions for the marine and offshore industry, such as rigs and floaters, repairs and upgrades, and offshore platforms and specialized shipbuilding. Its Urban Development segment owns, develops, markets, and manages integrated urban developments comprising industrial parks, as well as business, commercial, and residential spaces in Vietnam, China, and Indonesia. The company’s Others/Corporate segment includes businesses relating to minting, design, and construction activities; and offshore engineering and others. The company was formerly known as Minaret Limited and changed its name to Sembcorp Industries Ltd in July 1998. The company was incorporated in 1998 and is headquartered in Singapore. Sembcorp Industries Ltd is a subsidiary of Temasek Holdings (Private) Limited.

Major shareholders include
Temasek Holdings (Private) Limited
Mondrian Investment Partners Limited
Government Pension Fund Global
Norges Bank Investment Management
The Vanguard Group, Inc.

Recently

Singapore-based Sembcorp Industries Ltd (SGX:U96) said it has secured a wind project of close to 250 MW in India's first national wind power tender.   

Data and Graphics credits:
YAHOO! FINANCE
SGX

Friday, 21 April 2017

UOL Group Limited (U14)

Technical Analysis


The 20-day MA crossed the 50-day MA most recently in November 2016, indicating a short term up-trendThe 50-day MA crossed the 200-day MA most recently in December 2016, indicating a long term up-trend.

Company Performance and Dividends


Cash flow from operations was negative in 2014. It is on an overall up-trend through the last five years.

The compounded annual growth rate of the Earnings Per Share (EPS) is at -1.6% through the last five years.

Debt is currently at 7.3 times of the company's earnings. Long term debt is on an overall up-trend through the last five years.

Dividends per share is consistent through the past five years. In twelve months (May 2016 to May 2017), the company pays $300.00 per 1000 shares invested, attributing to a dividend yield of 4.2% against the current price. The payout ratio is at 22.4%.

Valuation

Share price is currently trading at 19.7 times the company's earnings and 0.7 times its book value.

About

UOL Group Limited, through its subsidiaries, primarily engages in property development, property investments, and hotel businesses. Its property development projects include residential units, office towers and shopping malls, and hotels and serviced suites. The company also owns and/or manages approximately 30 hotels under the Pan Pacific and PARKROYAL names in Asia, Oceania, and North America with approximately 9,800 rooms in its portfolio. In addition, it is involved in the rental of serviced suites, commercial offices, and retail malls; provision of property management and treasury services; management of serviced suites; operation of restaurants; and management and operation of health and beauty retreats and facilities. UOL Group Limited has operations in Singapore, Australia, Vietnam, Malaysia, the People’s Republic of China, Myanmar, and the United Kingdom. The company was formerly known as United Overseas Land Limited and changed its name to UOL Group Limited in 2006. UOL Group Limited was founded in 1963 and is based in Singapore.

Major shareholders include
C.Y. Wee & Company Pte. Ltd
Wee Investments Pte Ltd
United Overseas Bank Limited
Haw Par Corporation Limited
Schroder Investment Management (Singapore) Ltd

Recently

UOL Group is acquiring a Melbourne hotel for A$230 million while ESR’s acquisition of a stake in Sabana REIT is a precursor to consolidation wave in Singapore.

http://www.dealstreetasia.com/stories/sg-realty-11-66619/

Data and Graphics credits:
YAHOO! FINANCE
SGX

Thursday, 13 April 2017

United Industrial Corporation Limited (U06)

Technical Analysis


The 20-day MA crossed the 50-day MA most recently in December 2016, indicating a short term up-trendThe 50-day MA crossed the 200-day MA most recently in February 2017, indicating a long term up-trend.

Company Performance and Dividends


Cash flow from operations was negative in 2013. It is on an overall up-trend through the last five years.

The compounded annual growth rate of the Earnings Per Share (EPS) is at 32.3% through the last five years.

Debt is currently at 3.5 times of the company's earnings. Long term debt is on an overall down-trend through the last five years.

Dividends per share is consistent through the past five years. In twelve months (May 2016 to May 2017), the company pays $30.00 per 1000 shares invested, attributing to a dividend yield of 1.0% against the current price. The payout ratio is at 1.2%.

Valuation

Share price is currently trading at 15.3 times the company's earnings and 0.7 times its book value. Comparing to the growth rate, the share price is currently under-valued.

About

United Industrial Corporation Limited, an investment holding company, develops properties for investment and trading purposes primarily in Singapore and internationally. It develops commercial, retail, and residential properties. The company also offers property management and marketing services; leases commercial office; operates hotels; invests in retail centers; trades in computers and related products; retails computer hardware and software; and provides information technology, systems integration, and networking infrastructure services. United Industrial Corporation Limited was incorporated in 1963 and is based in Singapore.

Major shareholders include
UOL Group Limited
JG Summit Holdings, Inc.
Haw Par Corporation Limited
Dimensional Fund Advisors LP
Soh Chin Cheong

Recently

Developer United Industrial Corporation (UIC) posted lower full-year earnings due to a sharp drop in fair value gains on investment properties. Net profit fell 35 per cent to $260.6 million for the 12 months to Dec 31.

http://www.straitstimes.com/business/companies-markets/uic-full-year-net-profit-falls-35-to-261m

Data and Graphics credits:
YAHOO! FINANCE
SGX