Category: SATS

Buy @ $3.92, $3.91

Add back to my portfolio again… 😀

 

Sell @ $3.95

Contra off… Jump-Q during 5pm matching when prices and volume looked attractive enough… Too many new additions to my portfolio today, got nervous and decided to scale down a bit… 😀

Sell @ $3.94, $3.95, $3.97

Sold all… Was still thinking of buying more in AM at $3.91 – 2… Sudden buy demand in PM… closed at a high of $3.99… 😀

Mkt seemed very happy with Yellen! No rate hike and perhaps not any time soon. STI +53.7 @ 2872.78.

Buy @ $3.88

Ouch… the moment I decide to buy, it drops… Worst case, hold till next results, as per my previous post on my Div Projection…. 😀

Buy @ $3.93, $3.92, $3.91

Add back to my portfolio… Hit a high of $4 before it dropped back in the afternoon… with a huge volume sell-down during 5pm matching to $3.91… 😀

Buy @ $3.92

A new share to my portfolio… Too much free cash, perhaps getting careless… SATS Share Price is on the High side but it's likely reflective of it's good EPS… My est is FY16 (Mar) EPS = 20.8ct vs FY15 = 17.5ct ; Est 2H Div = 11.5ct vs 2H15 = 9ct, with a more than even chance of a Special Div as Cash Level is FY12 when they paid Final = 6ct + Special = 15ct…

 

Sell @ $3.96

Contra off… Can't resist a qucik profit… STI +35.96 @ 2880.17, almost recovered to end-2015 close of 2882.73… Simply amazing after almost -10%… The worst is over?? Or Singapore is the preferred safe haven for foreign funds again?? No idea.. Doesn't look like it…. Just make $$ on opportunity and make sure to hold a good amount of free cash… 😀

Sell @ $3.38

Changed my mind on holding for longer term… Sold all… My bad experience with TELCO shares which was trading at close to PE 20 is giving me jitters as SATS approaches PE 20… but, it may be entering a growth phase if executions go well…  Still, play safe + I likely will need all the cash to fight other new fires… But, may buy back on dips for short term trades… 😀

Sell @ $3.37

Contra off, too tempting… Will be thinking whether I should also sell off the rest… 😀

Buy @ $3.33

Itchy fingers… Am betting that SATS will be favoured by mkt as recent results sounded positive going fwd…. The 9ct div ought to cushion prices for a while… till xd… 😀

Buy @ $3.17, $3.16, $3.15

A new addition to my portfolio.

FY15 Results will be out tomorrow AM before mkt opens. Am expecting Div = 8ct (2H14 80% Payout) to be likely maintained, with the possibility of Best Case 11.5ct (if 100% Payout). Take note,

• 9M EPS = 12.9ct vs 12.2ct 9M14
• Q3 Cash = $358M vs $355M Q314

In fact, almost similar as last year and not very strong justification for a higher payout…The motivation will have to come from their parent (SIA) to "milk" their Cash Cows. The other "cow", SIAEC, had just reported a bad set of results, with a much lowered Div payout ie left SATS as the only alternative (if they need the cash)…. 😀

Sell @ $3.16, $3.17, $3.18

Hit my Yield Rotations Strategy target of min. +8ct expected div. Cleared all, no more. Closed $3.20 on high vol… Looks like collection on-going as all ang-mo CPs… 😀