Straco -- gem?

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10 years 7 months ago #19495 by sykn
Replied by sykn on topic Straco -- gem?
Thanks for the sharing. I've been looking at the stock the last 2 weeks and made a bid at 54.5 cents but didn't get it. It's too high for me to go in now at 60 cents (don't dare). I will monitor it from now on. Congrats on getting in at a much lower price.

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10 years 7 months ago #19651 by Rock
Replied by Rock on topic Straco -- gem?
Sarine, Straco & Vicom

These 3 stocks listed below:
* Zero Borrowing
* Increased it's profit yearly
* Generating free cashflow yearly
* High profit margin

SARINE - FY 2013
Gross Profit Margin = 39%
Net Profit Margin = 31.3%
EPS = 8.6 cts
Cash & Cash Equivalents = US $20 millions
NAV = 19.46 US cts
Dividend = 8 cts

STRACO - FY 2013
Gross Profit Margin = 68.8%
Net Profit Margin = 48.6%
EPS = 4 cts
Cash & Cash Equivalents = $108 million
NAV = 19.1 cts
Dividend = 2 cts

VICOM - FY 2013
Gross Profit Margin = 32.4%
Net Profit Margin = 27.5%
EPS = 32.15 cts
Cash & Cash Equivalents = $108 million
NAV = 19.1 cts
Dividend = 2 cts

5 Years Performance 13/4/2009 To 12/4/2014

SARINE
13/4/2009 = 11 cts
12/4/2014 = $2.56
PE Ratio = 29.8 (Share Price @ $2.56)
Dividend Yield = 3.125%
Revenue increased over 2012 = 19.8%
Net Profit increased over 2012 = 15.1%
Over 5 years increased by 2,327%

STRACO
13/4/2009 = 10.5 cts
12/4/2014 = 59 cts
PE Ratio = 14.75 (Share Price @ 59 cts)
Dividend Yield = 3.39%
Revenue increased over 2012 = 31.9%
Net Profit increased over 2012 = 72.7%
Over 5 years increased by 562%

VICOM
13/4/2009 = $1.62
12/4/2014 = $5.90
PE Ratio = 18.35 (Share Price @ $5.90)
Dividend Yield = 3.39%
Revenue increased over 2012 = 8.1%
Net Profit increased over 2012 = 8.0%
Over 5 years increased by 364%

Over 5 years Sarine is the top performance increased by over 2000%.
Straco is the cheapest trading at lowest PE & highest dividend yield. Straco has the best profit margin. Straco FY 2013 revenue increased by 31.9% and profit increased by 72.7%.

I strongly believe STRACO future looks bright. I will still buy on price's weakness.

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10 years 6 months ago #19736 by Rock
Replied by Rock on topic Straco -- gem?
STRACO CHAIRMAN'S STATEMENT:

A BUMPER YEAR FOR CHINA TOURISM

2013 was an outstanding year for the Group’s operations in China, exceeding our conservative expectations in light of moderated growth forecasts. This was the result of both a dominant tourist sector, as well as a successful effort by our front line team to boost our visitorship. The improved performance also affirmed our development decisions for our attractions; we remain capable of serving increased tourist flows without any compromise in visitor experience, given our current capacities.

STAYING STRONG IN A MATURING MARKET

The economy in China has entered a new stage of transition, with the government shifting from rapid growth towards tighter industry controls for long-term stability. With the introduction of the China Tourism Law, we foresee a period of adjustment for industry operators- including business partners for our attractions - which will eventually lead to better protection for all stakeholders in the industry.

As the overall economy matures, so will we see the entry of new players into the tourism space in China. With Disneyland Shanghai slated to open in December 2015, we expect a sustained boost to tourism to Shanghai as well as its surrounding cities. This development is also in line with the rising expectations of increasingly travelled locals, who make up over 90% of our visitorship. We ensure our relevance to our valued visitors by continually renewing our exhibit mix, educational content and media for increased user friendliness, localization, and by incorporating technological trends such as social media and smartphone interactions.


STRACO SHAREHOLDINGS STATISTICS

Number of Issued Shares (Excluding Treasure Shares) = 845 million
Number of Treasure Shares = 23.9 million
Twenty Largest Shareholders = 788 million (93.27%)
Number Of Free Float Shares = 56.9 million (6.73%)

Smart money know where to park their fund.

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10 years 6 months ago - 10 years 6 months ago #19781 by BNN
Replied by BNN on topic Straco -- gem?
Yes, Straco is a gem, closing at 61.5 cents.
It's already reached CIMB's target price. Is there more upside?

Last edit: 10 years 6 months ago by BNN.

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10 years 6 months ago #19786 by Rock
Replied by Rock on topic Straco -- gem?
Straco ex dividend on 6/5/2014 may find support at 60 cts. The catalyst for next climb will depend on the 1st quarter 2014 result which is on 9/5/2014. As long as Straco able to grow its top and bottom lines, the share price will difinately increase.

OSK-DMG Target for Straco - 70 cts Buy 12x forward multiple, ex-cash basis

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10 years 6 months ago - 10 years 6 months ago #19817 by BNN
Replied by BNN on topic Straco -- gem?
Will Shanghai Disney, opening in a few months' time, perform magic on Shanghai Ocean Aquarium?

Look back to 2010, when the Shanghai World Expo brought about a 32% rise in revenue in 2Q2010. The sales increase was $2.67 million, and almost the entire revenue increase went straight to the bottomline.

The net profit rose by S$2.36 million which was a 181% rise!

See: straco.listedcompany.com/newsroom/201008...25777E00321A6F.2.pdf



If Disneyland attracts a larger tourist crowd to Shanghai, as the World Expo did, Straco is in for a magic carpet ride!
Last edit: 10 years 6 months ago by BNN.

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