Keppel TT- Undervalued Stock! Q1 results are out!

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13 years 6 days ago - 12 years 11 months ago #5661 by gempicker22
This company is currently very undervalued. At $1.36, its trading at a PE of 13.x and a forward PE of less than 10. They have a key 20% stake in M1. 
They recently divested of an investment for a book profit of 30million SGD. Their earnings revenue are due to jump due to increase business activities in their Foshan Ports. Their Data Center business is also operating at 100% occupancy. All in all, a solid positive cashflow and revenue generating company!
To compare, CWT is currently trading at a PE of 17 while Freightlinks is trading at a PE of 41. Datat enter Companies listed in the US trade at a PE of more than 40times
If we peg the fair value of Keppel TT at a forward PE of 17, the price should be $2. Infact, earnings for this year is likely to hit between 80 - 100 million thanks to the divestment and the growing, ports, data center and logistic business. This would translate to Earnings Per Share of between 13.5 to 16.8.
To summarise, the company is in a unique position such that all of its investments and business activities are in a sweet spot this year. M1 is likely to report a better profit in this financial year, the Data center will continue to generate higher operating cashflows and the Logistic and Ports business will deliver better profitability due to expansion in business activities in the markets they are located.
 
Last edit: 12 years 11 months ago by gempicker22. Reason: update for results announcement

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13 years 6 days ago - 13 years 6 days ago #5664 by gempicker22
Links for the divestment of Wuhu Anto Logistic Co info.sgx.com/webcoranncatth.nsf/VwAttach...nnto.pdf?openelement
 
 
And this is the link when they first invested in the company in 2006
 
info.sgx.com/webcoranncatth.nsf/VwAttach...ment.pdf?openelement
Last edit: 13 years 6 days ago by gempicker22. Reason: clarity

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13 years 2 days ago #5704 by gempicker22

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12 years 11 months ago #5720 by gempicker22
Results are out!
info.sgx.com/webcoranncatth.nsf/VwAttach...ults.pdf?openelement
 
Q1 NET Profit up 15.4% to 15.4million from 13.5million!!
 
Profits from the sale of Wuhu Anto Logistics have not been factored in this results. They will be booked in to the Q2 Results!

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12 years 11 months ago - 12 years 11 months ago #5848 by gempicker22
1H Net profit is expected go up by 85% from last year.
Last edit: 12 years 11 months ago by niadmin. Reason: shorter title

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  • cheongwee
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12 years 11 months ago - 12 years 11 months ago #5852 by cheongwee
Replied by cheongwee on topic Re:Re:Keppel TT- Undervalued Stock!
witness this one crash from 5 plus to a dollar plus within days,in Aug 08 Why???
Last edit: 12 years 11 months ago by niadmin. Reason: shorter title

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