Deep Value with Potential 10% Dividend Yield

More
16 Jan 2017 22:00 #23496 by lotustpsll
lotustpsll created the topic: Deep Value with Potential 10% Dividend Yield
Why I like Bund Center?.

- Price to NAV 25% (owns the iconic Bund Center)
- FCF Yield 10.5%
- Stable FCF, low annual capex
- Clean balance sheet, in cash position
- Controlling shareholders own 84%
- Net cash / trailing dividends at 1.27x

As reported in last QTR, Bund has liquidated its external borrowings and paid a surprised dividend. I believe there may be exciting times ahead for Bund and I also expect the group to pay out its full FCF as dividends - a potential dividend yield > 10%.

Deep Value, High Dividend Yield, Potential Special Situation – great “Margin of Safety” stock to invest for the long term.

Please do your own due diligence if you are keen to invest.

Please Log in to join the conversation.

More
18 Jan 2017 13:57 - 18 Jan 2017 13:58 #23502 by FManager
FManager replied the topic: Deep Value with Potential 10% Dividend Yield
Q316 EPS only 0.84c and 9M2016 EPS only 3.05c.
how to sustain div payout of 7c(if you are saying 10% yield)
net asset only 56c vs 70c+ share price now.

"great margin of safety" please lah.
Last Edit: 18 Jan 2017 13:58 by FManager.

Please Log in to join the conversation.

More
18 Jan 2017 17:15 #23504 by lotustpsll
lotustpsll replied the topic: Deep Value with Potential 10% Dividend Yield
Hi,

Suggest you look deeper at FCF, trailing dividend payments and also the last valuation exercise of its properties.

Please Log in to join the conversation.

More
09 Mar 2017 18:29 #23644 by lotustpsll
lotustpsll replied the topic: Deep Value with Potential 10% Dividend Yield
Nice little run-up since mid-January. Positive up-trend, from 70 cents to 83 cents. NAV about sgd 2.80.

Please Log in to join the conversation.

More
16 Apr 2017 13:15 #23780 by lotustpsll
lotustpsll replied the topic: Deep Value with Potential 10% Dividend Yield
RHB recently released a report "Crown Jewel on the Bund".

TP is 1.04.

Please Log in to join the conversation.

Share Prices

Counter NameLastChange
AEM2.3700.030
$ Alliance Mineral0.250-
AusGroup^0.0470.001
Avi-Tech0.4950.005
Best World1.3000.020
China Sunsine0.800-
CWG Intl0.1470.002
Dutech0.355-
Federal Int0.3750.005
Food Empire0.615-
Geo Energy Res0.255-
Golden Energy0.4700.010
$ GSS Energy0.1540.002
Heeton0.4800.010
$ ISOTeam0.3500.010
KSH0.7450.010
Lian Beng0.630-
$ Miyoshi0.0670.001
Nordic0.4700.010
Oxley0.560-
$ Rex Intl0.048-
Riverstone1.0250.020
Roxy-Pacific0.530-
Sunningdale Tech1.9750.005
Serial System0.1680.001
Sino Grandness0.2050.005
Straco0.850-
Sunpower0.5950.005
Tiong Seng0.320-
$ Trendlines0.158-
Trek 2000 Intl0.220-
Uni-Asia Grp1.380-
XMH0.250-
YZJ Shipbldg SGD1.4250.010
Powered by JoomlaGadgets

NextInsight RSS

rss_2 NextInsight - Latest News

Online Now

We have 993 guests and no members online