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Sell @ $3.80
Contra off… David sent a link to TheEdge article where DBSVickers is projecting that there'll be no 4th TELCO and have raised target price of M1 to $3.30…
Take profit first as I'm expecting govt to ensure there'll be a 4th TELCO for political reasons… Am keeping M1 for the time being as it's still in the red (even after Div collected) and next results will be mid-year, likely maintaining Div = 7ct (last year)… 😀
Sell @ $3.86
Jump-Q during 8:58am matching… Cleared those which are close to BE after one year Div = 20ct…
Quite a number of stocks were highly +ve during matching… May be panic "short-covering" as Brexit is becoming a non-event with STI having recovered from the big drop after the referendum… or Quarter-end windowing dressing… ??
Sell @ $3.74
Big loss…. but after collecting a year of Div = 20ct, can recognise a profit for 2 batches bought previously at $3.84 & $3.92… Still have more loss-making ones at higher prices… 😀
+16ct today, with STI +26.68 @ 2756.53… After early AM -ve, BREXIT fears disappeared… Am expecting mkt to continue to be volatile and will sell into any strength…
Sell @ $3.32, $3.34, $3.35
Contra off and sold the last two profitable ones which were bought for the Double-xd play… Unfortunately, STi was -ve for 10 straight sessions… 2nd xd on 11-May, decided not to hold for longer term as M1 Yield is now better… Didn't expect the sudden demand after I Q'd so long to sell… Range $3.31 – $3.38… 😀
Sell @ $3.38
Jump-Q at 5pm matching… a different account and taking losses… Try out a "short" or "switch" (to M1) play… I'll be very tempted to "short" more tomorrow (last day of cd) at $3.38 or higher….
Buy @ $3.30
Originally Q’d to sell $3.34 but too late… Hit a high of $3.35 and dropped back very quickly… 😀
From the Table below, Debts had been fairly constant but Cash had been declining due to Div > FCF for the past 3 years… For FY16, Q1 FCF > Div, but need to continue to monitor closely as it’ll determine if Div = 5ct / Q can be maintained… especially since competition will become more intense with the 4th TELCO… or even 5th ….
|
   |
EPS |
Div |
FCF |
Cash |
Debts |
|
Q116 |
5.4 |
5 |
5.19 |
15.64 |
39.73 |
|
FY15 |
21.5 |
20 |
12.47 |
10.02 |
39.74 |
|
Q415 |
4.7 |
5 |
1.13 |
10.02 |
39.74 |
|
Q315 |
6.9 |
5 |
8.05 |
13.44 |
39.74 |
|
Q215 |
5.7 |
5 |
5.96 |
8.94 |
39.74 |
|
Q115 |
4.3 |
5 |
-2.68 |
13.00 |
39.80 |
|
FY14 |
21.5 |
20 |
19.31 |
15.30 |
39.71 |
|
Q414 |
5.5 |
5 |
2.82 |
15.30 |
39.71 |
|
Q314 |
5.7 |
5 |
6.84 |
17.38 |
39.83 |
|
Q214 |
5.5 |
5 |
3.59 |
15.55 |
39.83 |
|
Q114 |
4.9 |
5 |
6.06 |
22.01 |
39.90 |
|
FY13 |
21.5 |
20 |
16.96 |
15.50 |
39.94 |
|
Q413 |
4.9 |
5 |
0.92 |
15.50 |
39.94 |
|
Q313 |
5.5 |
5 |
6.95 |
19.27 |
39.94 |
|
Q213 |
5.9 |
5 |
3.74 |
17.68 |
39.94 |
|
Q113 |
5.3 |
5 |
5.35 |
23.09 |
39.95 |
|
FY12 |
20.9 |
20 |
24.30 |
18.19 |
40.08 |
NOTE : Table Figures for Cents Per Share