Portfolio July 2018

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21 Aug 2018 10:09 #24478 by josephyeo
Replied by josephyeo on topic Portfolio July 2018
PhilipCapital has a buy recommendation for Singapore O& G
with a target price of 42 cts. Previous recommendation was " accumulate" .

Singapore O& G Limited

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07 Sep 2018 09:32 #24489 by josephyeo
Replied by josephyeo on topic Portfolio July 2018
These 2 companies are trading near it' s 52 weeks low:

1. Excelpoint
52 weeks low 59 cts. High 76 cts.
Current trailing p/e 5.9X
Dividend yield - 7.5% based on dividend of 4.5 cts n current price of 60.0 cts.

2. Singapore O& G
52 weeks low 32.5 cts. High 54.5 cts.
Current trailing p/e 15.7X
Dividend yield around 5.1% based on higher interim dividend declared n price of 35.0 cts.

Just sharing ... dyodd

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16 Sep 2018 16:52 #24496 by josephyeo
Replied by josephyeo on topic Portfolio July 2018
Sharing some datas:

Profit Summary FY 2015 against 2017

ISEC profit up 186.5% from S$2.76 to S$7.9 mil

Excelpoint profit up 85.9% from US$4.35 to US$8.09 mil

Chasen profit up 111.3% from S$2.59 to S$5.48 mil

Singapore O&G profit up 59.3% from S$5.34 to S$8.5 mil



Profit Summary HY 2017/2018

ISEC profit up 19.1% fromS$3.6 to S$4.3 mil

Excelpoint profit up 32.8% from US$2.76 to US$3.66

Chasen profit up 97.0% from S$0.75 to S$1.48 mil

Singapore O&G profit up 50.4% from S$4.24 to S$6.22 mil

Note ... Chasen is 1Q to 1Q

Conclusion:
Looks like 2018 is going to be another good year for
the above 4 companies based on latest profit trend.

Just sharing ... dyodd

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17 Sep 2018 16:00 - 17 Sep 2018 16:01 #24497 by josephyeo
Replied by josephyeo on topic Portfolio July 2018
Dividend yield:
Excelpoint ... .......7.4%
Chasen ........ ......3.8%
Singapore O&G ... 5.1 %
ISEC ...................5.0%

Trailing P/E
Excelpoint ... ....... 6 X
Chasen ........ ...... 4.8 X
Singapore O&G ... 15.7 X
ISEC ...................17.4 X

Based on current price ... Excelpoint 60.5cts, Chasen 7.8 cts;
Singapore O&G 34.5 cts and ISEC 29.5 cts.

Just sharing ... dyodd
Last edit: 17 Sep 2018 16:01 by josephyeo. Reason: spelling

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18 Sep 2018 20:36 #24499 by josephyeo
Replied by josephyeo on topic Portfolio July 2018
Update on performance.
Since the date of my post the Straits Time Index has dropped from 3238.94
to 3139.3, a drop of 99.64 points or 3.0% Thye Catalist Index faired worst
dropping from 394 to 359.12, a drop of 34.8 points or 8.8%

Relative to the index , my portfolio has performed fairly. It registers a gain
of 2.37% inclusive of dividends. The portfoilio has gone through a difficult
period in August. I believe it will do even better in the 2nd half so long as the
profit n revenue trend continue.

Just sharing ... dyodd

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20 Sep 2018 13:53 #24503 by josephyeo
Replied by josephyeo on topic Portfolio July 2018
Excelpoint is 1 of the 4 companies in my Portfolio July 2018.
Currently trading at 60 cts. This gives a yield of 7.5% and a
trailing p/e of 5.9 X.

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Share Prices

Counter NameLastChange
AEM Holdings0.715-
Alliance Mineral0.265-0.005
AusGroup0.0410.001
Avi-Tech Electronics0.335-
Best World Int.1.4500.050
China Sunsine1.0600.010
DISA Limited0.007-
Dutech Holdings0.240-
Federal Int. (2000)0.270-
Food Empire0.565-0.005
Geo Energy0.230-0.005
Golden Energy0.2550.005
GSS Energy0.1230.002
Heeton Holdings0.5100.005
ISOTeam0.2850.030
KSH Holdings0.550-0.005
Lian Beng Group0.510-0.005
Miyoshi0.054-
Nordic Group0.4600.005
Oxley Holdings0.330-
REX International0.1120.001
Riverstone1.160-
Roxy-Pacific0.400-
Serial System0.1500.001
Sing Holdings0.395-
Sino Grandness0.200-0.005
Straco Corp.0.735-
Sunningdale Tech1.4400.050
Sunpower Group0.550-0.005
The Trendlines0.109-0.001
Tiong Seng0.300-
Trek 2000 Int.0.095-
Uni-Asia Group1.310-
XMH Holdings0.205-0.015
Yangzijiang Shipbldg1.1900.020

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