Category: Yield

 

April 2008

Results

  • 30-Apr-08 : SingPost (Q408) – EPS 1.793ct (todate 7.766ct) ; DPS 2.5ct (todate 6.25ct)
  • 29-Apr-08 : SMRT (Q408) – EPS 2.3ct (todate 9.9ct) ; DPS 6ct (todate 7.75ct)
  • 29-Apr-08 : SFI (Q108) – EPS 2.5ct
  • 18-Apr-08 : M1 (Q108) – EPS 4.3ct
  • 14-Apr-08 : SPH (Q208) – EPS 6ct (todate 13ct) ; DPS 8ct

STI = 3147.79 (-24.57)

Stock

Period

DPS ct

Price

Yield

PE

Div Breakdown

SPH

FY07 : Aug

26.0

S$4.45

5.843%

13.91

Interim 7ct ; Final 9ct + 10ct (Special)

SingPost

FY08 : Mar

6.25

S$1.16

5.388%

14.94

Q1 1.25ct ; Q2 1.25ct ; Q3 1.25ct ; Q4 2.5ct

Sing Food

FY07 : Dec

5.0

S$0.80

6.250%

13.11

Interim 1.8ct ; Final 3.2ct

STEng

FY07 : Dec

16.88

S$3.22

5.242%

19.00

Final 4ct + 10.88ct (Special) ; Interim 2ct

Transport

Stock

Period

DPS ct

Price

Yield

PE

Div Breakdown

SBSTransit

FY07 : Dec

17.25

S$2.28

7.566%

13.93

Interim 6ct ; Special 8ct ; Final 3.25ct

ComfortDelgro

FY07 : Dec

10.15

S$1.75

5.800%

16.31

Interim 3.125ct + Special 3.375 ; Final 3ct + Special 1.5ct

SMRT

FY08 : Mar

7.75

S$1.80

4.306%

18.18

Interim 1.75ct ; Final 6.0ct

TELCO

Stock

Period

DPS ct

Price

Yield

PE

Div Breakdown

SingTel

FY07 : Mar

20.6

S$3.86

5.337%

16.60

Interim 4.6ct ; Final 6.5ct + Special 9.5ct

M1

FY07 : Dec

15.4

S$1.95

7.897%

10.54

Interim 2.5ct + 4.6ct (Capital Reduction) ; Final 8.3ct

StarHub

FY07 : Dec

16.0

S$3.04

5.263%

16.24

Q1 3.5ct ; Q2 4.0ct ; Q3 4.0ct ; Q4 4.5ct

Funds / Infrastructure

Stock

Period

DPS ct

Price

Yield

NAV

Div Breakdown

SPAus

1H : Sep-07

A5.6142

S$1.62

8.808%

A$1.11 (NTA)

1H A5.6142ct @ 1.2585

MIIF

2H : Dec-07

4.25

S$0.875

9.714%

$1.31

2H 4.25ct ; 1H 4.15ct

MacCookPSF

Q2 : Dec-07

A2.31

S$0.765

15.349%

A$1.033

Q208 A2.31ct @ 1.2485 ; Q108 A2.31ct @ 1.3144

* SPAus and MacCookPSF DPU in A$. Yield is Calculated Using Latest Exchange Rate (1.2708) fm Yahoo

NOTES :

  • Mkt Price is as on 30-Apr-08
  • SingPost : Q408 (Mar) – 2.5ct ; Q308 (Dec) – 1.25ct ; Q208 (Sep) – 1.25ct ; Q108 (Jun) – 1.25ct
  • SMRT : Q408 (Mar08) – Final 6.0ct ; Q208 (Sep07) – Interim 1.75ct
  • SPH : 1H08 (Feb) – 8ct
  • MIIF : 2H07 (Dec) – 4.25ct ; 1H07 (Jun) – 4.15ct
  • ST Engg : Q407 (Dec) – 4ct + Special 10.88ct ; Q207 (Jun) – 2ct
  • ComfortDelgro : Q407 (Dec) – 2.65ct ; Q207 (Jun) – Interim 3.35ct + Special 4.15ct
  • SBSTransit : Q407 (Dec) 3.25ct ; Q307 (Sep) – 8ct ; Q207 (Jun) – 6ct
  • StarHub : Q407 (Dec) – 4.5ct ; Q307 (Sep) – 4ct ; Q207 (Jun) – 4ct ; Q107 (Mar) – 3.5ct
  • Sing Food : Q407 (Dec) – 3.2ct ; Q307 (Sep) – 1.8ct
  • M1 : 2H07 (Dec) – Final 8.3ct ; 1H07 (Jun) – Interim 2.5ct + Capital Reduction 4.6ct
  • SPAus : 1H08 (Sep07) – A5.776ct (before tax) / A5.6142ct (after tax)
  • SingTel : Q208 (Sep07) – Interim 5.6ct
  • MacCookPSF : Q208 (Dec07) A2.31ct @ 1.2485 ; Q108 (Sep07) – A2.625ct (Gross) / A2.31ct (After With-hldg Tax)

March 2008

STI = 3007.36 (-24.54)

Stock

Period

DPS ct

Price

Yield

PE

Div Breakdown

SPH

FY07 : Aug

26.0

S$4.60

5.652%

14.38

Interim 7ct ; Final 9ct + 10ct (Special)

SingPost

FY07 : Mar

6.25

S$1.15

5.435%

15.78

Q1 1.25ct ; Q2 1.25ct ; Q3 1.25ct ; Q4 2.5ct

Sing Food

FY07 : Dec

5.0

S$0.745

6.711%

12.21

Interim 1.8ct ; Final 3.2ct

STEng

FY07 : Dec

16.88

S$3.38

4.994%

19.94

Final 4ct + 10.88ct (Special) ; Interim 2ct

Transport

Stock

Period

DPS ct

Price

Yield

PE

Div Breakdown

SBSTransit

FY07 : Dec

17.25

S$2.48

6.956%

15.15

Interim 6ct ; Special 8ct ; Final 3.25ct

ComfortDelgro

FY07 : Dec

10.15

S$1.82

5.577%

16.96

Interim 3.125ct + Special 3.375 ; Final 3ct + Special 1.5ct

SMRT

FY07 : Mar

7.25

S$1.82

3.984%

20.45

Interim 1.5ct ; Final 5.75ct

TELCO

Stock

Period

DPS ct

Price

Yield

PE

Div Breakdown

SingTel

FY07 : Mar

20.6

S$3.91

5.269%

16.82

Interim 4.6ct ; Final 6.5ct + Special 9.5ct

M1

FY07 : Dec

15.4

S$2.12

7.264%

11.46

Interim 2.5ct + 4.6ct (Capital Reduction) ; Final 8.3ct

StarHub

FY07 : Dec

16.0

S$3.04

5.263%

16.24

Q1 3.5ct ; Q2 4.0ct ; Q3 4.0ct ; Q4 4.5ct

Funds / Infrastructure

Stock

Period

DPS ct

Price

Yield

NAV

Div Breakdown

SPAus

1H : Sep-07

A5.6142

S$1.52

9.316%

A$1.11 (NTA)

1H A5.6142ct @ 1.2585

MIIF

2H : Dec-07

4.25

S$0.80

10.625%

$1.31

2H 4.25ct ; 1H 4.15ct

MacCookPSF

Q2 : Dec-07

A2.31

S$0.71

16.412%

A$1.033

Q208 A2.31ct @ 1.2485 ; Q108 A2.31ct @ 1.3144

* SPAus and MacCookPSF DPU in A$. Yield is Calculated Using Latest Exchange Rate (1.2611) fm Yahoo

NOTES :

  • Mkt Price is as on 31-Mar-08
  • MIIF : 2H07 (Dec) – 4.25ct ; 1H07 (Jun) – 4.15ct
  • ST Engg : Q407 (Dec) – 4ct + Special 10.88ct ; Q207 (Jun) – 2ct
  • ComfortDelgro : Q407 (Dec) – 2.65ct ; Q207 (Jun) – Interim 3.35ct + Special 4.15ct
  • SBSTransit : Q407 (Dec) 3.25ct ; Q307 (Sep) – 8ct ; Q207 (Jun) – 6ct
  • StarHub : Q407 (Dec) – 4.5ct ; Q307 (Sep) – 4ct ; Q207 (Jun) – 4ct ; Q107 (Mar) – 3.5ct
  • Sing Food : Q407 (Dec) – 3.2ct ; Q307 (Sep) – 1.8ct
  • SingPost : Q308 (Dec) – 1.25ct ; Q208 (Sep) – 1.25ct ; Q108 (Jun) – 1.25ct
  • M1 : 2H07 (Dec) – Final 8.3ct ; 1H07 (Jun) – Interim 2.5ct + Capital Reduction 4.6ct
  • SPAus : 1H08 (Sep07) – A5.776ct (before tax) / A5.6142ct (after tax)
  • SingTel : Q208 (Sep07) – Interim 5.6ct
  • SMRT : Q208 (Sep07) – Interim 1.75ct
  • MacCookPSF : Q208 (Dec07) A2.31ct @ 1.2485 ; Q108 (Sep07) – A2.625ct (Gross) / A2.31ct (After With-hldg Tax)
  • SPH : FY07 (Aug) – Final 9ct + Special 10ct ; Interim (Feb) 7ct

February 2008

Results Announcement

  • 27-Feb-08 (AM) : MIIF (2H07) – DPS 4.25ct
  • 26-Feb-08 : STEng (Q407) – EPS 4.86ct (todate 16.95ct) ; DPS 14.88ct (todate 16.88ct)
  • 15-Feb-08 : ComfortDelgro (Q407) – EPS 2.4ct (todate 10.73ct) ; DPS 2.65ct (todate 10.15ct)
  • 15-Feb-08 : SBSTransit (Q407) – EPS 2.76ct (todate 16.37ct) ; DPS 3.25ct (todate 17.25ct)
  • 13-Feb-08 : StarHub (Q407) – EPS 5.78ct (todate 18.72ct) ; DPS 4.5ct (todate 16ct)
  • 5-Feb-08 : SFI (Q407) – EPS 2.3ct (todate 6.1ct) ; DPS 3.2ct (todate 5ct)
  • 5-Feb-08 (AM) : SingTel (Q307) – EPS 5.99ct (todate 18.03ct)

STI = 3026.45 (-47.70)

Stock

Period

DPS ct

Price

Yield

PE

Div Breakdown

SPH

FY07 : Aug

26.0

S$4.40

5.909%

13.75

Interim 7ct ; Final 9ct + 10ct (Special)

SingPost

FY07 : Mar

6.25

S$1.12

5.580%

15.36

Q1 1.25ct ; Q2 1.25ct ; Q3 1.25ct ; Q4 2.5ct

Sing Food

FY07 : Dec

5.0

S$0.785

6.369%

12.87

Interim 1.8ct ; Final 3.2ct

STEng

FY07 : Dec

16.88

S$3.43

4.921%

20.24

Final 4ct + 10.88ct (Special) ; Interim 2ct

Note : STEng is re-introduced this month as Yield has gone back above my target 4%

Transport

Stock

Period

DPS ct

Price

Yield

PE

Div Breakdown

SBSTransit

FY07 : Dec

17.25

S$2.47

6.984%

15.09

Interim 6ct ; Special 8ct ; Final 3.25ct

ComfortDelgro

FY07 : Dec

10.15

S$1.59

6.384%

14.82

Interim 3.125ct + Special 3.375 ; Final 3ct + Special 1.5ct

SMRT

FY07 : Mar

7.25

S$1.76

4.119%

19.78

Interim 1.5ct ; Final 5.75ct

TELCO

Stock

Period

DPS ct

Price

Yield

PE

Div Breakdown

SingTel

FY07 : Mar

20.6

S$3.85

5.351%

16.56

Interim 4.6ct ; Final 6.5ct + Special 9.5ct

M1

FY07 : Dec

15.4

S$2.01

7.662%

10.86

Interim 2.5ct + 4.6ct (Capital Reduction) ; Final 8.3ct

StarHub

FY07 : Dec

16.0

S$3.02

5.298%

16.13

Q1 3.5ct ; Q2 4.0ct ; Q3 4.0ct ; Q4 4.5ct

Funds / Infrastructure

Stock

Period

DPS ct

Price

Yield

NAV

Div Breakdown

SPAus

1H : Sep-07

A5.6142

S$1.61

9.193%

A$1.11 (NTA)

1H A5.6142ct @ 1.2585

MIIF

2H : Dec-07

4.25

S$0.895

9.497%

$1.31

2H 4.25ct ; 1H 4.15ct

MacCookPSF

Q2 : Dec-07

A2.31

S$0.90

13.532%

A$1.06

Q208 A2.31ct @ 1.2485 ; Q108 A2.31ct @ 1.3144

* SPAus and MacCookPSF DPU in A$. Yield is Calculated Using Latest Exchange Rate (1.3181) fm Yahoo

NOTES :

  • Mkt Price is as on 29-Feb-08
  • MIIF : 2H07 (Dec) – 4.25ct ; 1H07 (Jun) – 4.15ct
  • ST Engg : Q407 (Dec) – 4ct + Special 10.88ct ; Q207 (Jun) – 2ct
  • ComfortDelgro : Q407 (Dec) – 2.65ct ; Q207 (Jun) – Interim 3.35ct + Special 4.15ct
  • SBSTransit : Q407 (Dec) 3.25ct ; Q307 (Sep) – 8ct ; Q207 (Jun) – 6ct
  • StarHub : Q407 (Dec) – 4.5ct ; Q307 (Sep) – 4ct ; Q207 (Jun) – 4ct ; Q107 (Mar) – 3.5ct
  • Sing Food : Q407 (Dec) – 3.2ct ; Q307 (Sep) – 1.8ct
  • SingPost : Q308 (Dec) – 1.25ct ; Q208 (Sep) – 1.25ct ; Q108 (Jun) – 1.25ct
  • M1 : 2H07 (Dec) – Final 8.3ct ; 1H07 (Jun) – Interim 2.5ct + Capital Reduction 4.6ct
  • SPAus : 1H08 (Sep07) – A5.776ct (before tax) / A5.6142ct (after tax)
  • SingTel : Q208 (Sep07) – Interim 5.6ct
  • SMRT : Q208 (Sep07) – Interim 1.75ct
  • MacCookPSF : Q208 (Dec07) A2.31ct @ 1.2485 ; Q108 (Sep07) – A2.625ct (Gross) / A2.31ct (After With-hldg Tax)
  • SPH : FY07 (Aug) – Final 9ct + Special 10ct ; Interim (Feb) 7ct

January 2008

Results

  • 30 Jan 08 : SingPost (Q308) – EPS 1.914ct (todate 5.977ct) ; DPS 1.25ct (todate 3.75ct)
  • 25 Jan 08 : SMRT (Q308) – EPS 2.5ct (todate 7.6ct)
  • 24 Jan 08 : M1 (Q407) – EPS 4.2ct (todate 18.5ct) ; DPS 8.3ct
  • 14 Jan 08 : SPH (Q108 – Nov07) – EPS 7ct

STI = 2981.75 (-18.28)

Stock

Period

DPS ct

Price

Yield

PE

Div Breakdown

SPH

FY07 – Aug

26.0

S$4.36

5.963%

13.63

Interim 7ct ; Final 9ct + 10ct (Special)

SingPost

FY07 : Mar

6.25

S$1.08

5.787%

14.81

Q1 1.25ct ; Q2 1.25ct ; Q3 1.25ct ; Q4 2.5ct

Sing Food

FY06 : Dec

5.4

S$0.755

7.152%

12.80

Interim 2.2ct ; Final 3.2ct

Transport

Stock

Period

DPS ct

Price

Yield

PE

Div Breakdown

SBSTransit

FY06 : Dec

28.5

S$2.45

11.633%

13.26

Interim 5ct ; Final 6.5ct + Special 17ct

ComfortDelgro

FY06 : Dec

11.0

S$1.56

7.051%

13.22

Interim 3.125ct + Special 3.375 ; Final 3ct + Special 1.5ct

SMRT

FY07 : Mar

7.25

S$1.71

4.240%

19.21

Interim 1.5ct ; Final 5.75ct

TELCO

Stock

Period

DPS ct

Price

Yield

PE

Div Breakdown

SingTel

FY07 : Mar

20.6

S$3.65

5.644%

15.70

Interim 4.6ct ; Final 6.5ct + Special 9.5ct

M1

FY07 : Dec

15.4

S$1.88

8.191%

10.16

Interim 2.5ct + 4.6ct (Capital Reduction) ; Final 8.3ct

StarHub

FY06 : Dec

11.5

S$2.96

3.885%

16.82

Q1 2.5ct ; Q2 2.5ct ; Q3 3ct ; Q4 3.5ct

Funds / Infrastructure

Stock

Period

DPS ct

Price

Yield

NAV

Div Breakdown

SPAus

1H : Sep-07

A5.6142

S$1.53

9.252%

A$1.11 (NTA)

1H A5.6142ct @ 1.2585

MIIF

1H : Jun-07

4.15

S$0.88

9.432%

$1.19

1H 4.15ct

MacCookPSF

Q1 : Sep-07

A2.31

S$0.92

12.662%

A$1.06

Q108 A2.31ct @ 1.3144

* SPAus and MacCookPSF DPU in A$. Yield is Calculated Using Latest Exchange Rate (1.2607) fm Yahoo

NOTES :

  • Mkt Price is as on 31-Jan-08
  • SingPost : Q308 (Dec) – 1.25ct ; Q208 (Sep) – 1.25ct ; Q108 (Jun) – 1.25ct
  • M1 : 2H07 (Dec) – Final 8.3ct ; 1H07 (Jun) – Interim 2.5ct + Capital Reduction 4.6ct
  • SPAus : 1H08 (Sep07) – A5.776ct (before tax) / A5.6142ct (after tax)
  • SBSTransit : Q307 (Sep) – 8ct ; Q207 (Jun) – 6ct
  • SingTel : Q208 (Sep07) – Interim 5.6ct
  • StarHub : Q307 (Sep) – 4ct ; Q207 (Jun) – 4ct ; Q107 (Mar) – 3.5ct
  • SMRT : Q208 (Sep07) – Interim 1.75ct
  • MacCookPSF : Q108 (Sep07) – A2.625ct (Gross) / A2.31ct (After With-hldg Tax)
  • Sing Food : Q307 (Sep) – 1.8ct
  • SPH : FY07 (Aug) – Final 9ct + Special 10ct ; Interim (Feb) 7ct
  • ComfortDelgro : Q207 (Jun) – Interim 3.35ct + Special 4.15ct
  • MIIF : 1H07 (Jun) – 4.15ct
  • ST Engg : Q207 (Jun) – 2ct

December 2007

STI = 3482.30 (+36.48)

Stock

Period

DPS ct

Price

Yield

PE

Div Breakdown

SPH

FY07 – Aug

26.0

S$4.50

5.778%

14.06

Interim 7ct ; Final 9ct + 10ct (Special)

SingPost

FY07 : Mar

6.25

S$1.12

5.580%

15.36

Q1 1.25ct ; Q2 1.25ct ; Q3 1.25ct ; Q4 2.5ct

Sing Food

FY06 : Dec

5.4

S$0.80

6.750%

13.56

Interim 2.2ct ; Final 3.2ct

Transport

Stock

Period

DPS ct

Price

Yield

PE

Div Breakdown

SBSTransit

FY06 : Dec

28.5

S$2.93

9.727%

15.85

Interim 5ct ; Final 6.5ct + Special 17ct

ComfortDelgro

FY06 : Dec

11.0

S$1.83

6.011%

15.51

Interim 3.125ct + Special 3.375 ; Final 3ct + Special 1.5ct

SMRT

FY07 : Mar

7.25

S$1.68

4.315%

18.88

Interim 1.5ct ; Final 5.75ct

TELCO

Stock

Period

DPS ct

Price

Yield

PE

Div Breakdown

SingTel

FY07 : Mar

20.6

S$4.00

5.150%

17.20

Interim 4.6ct ; Final 6.5ct + Special 9.5ct

M1

FY06 : Dec

13.3

S$1.90

7.000%

11.45

Interim 5.8ct ; Final 7.5ct

StarHub

FY06 : Dec

11.5

S$2.81

4.093%

15.97

Q1 2.5ct ; Q2 2.5ct ; Q3 3ct ; Q4 3.5ct

Funds / Infrastructure

Stock

Period

DPS ct

Price

Yield

NAV

Div Breakdown

SPAus

1H : Sep-07

A5.6142

S$1.55

9.170%

A$1.11 (NTA)

1H A5.6142ct @ 1.2585

MIIF

1H : Jun-07

4.15

S$0.985

8.426%

$1.19

1H 4.15ct

MacCookPSF

Q1 : Sep-07

A2.31

S$1.23

9.509%

A$1.06

Q108 A2.31ct @ 1.3144

* SPAus and MacCookPSF DPU in A$. Yield is Calculated Using Latest Exchange Rate (1.2658) fm Yahoo

NOTES :

  • Mkt Price is as on 31-Dec-07
  • SPAus : 1H08 (Sep07) – A5.776ct (before tax) / A5.6142ct (after tax)
  • SBSTransit : Q307 (Sep) – 8ct ; Q207 (Jun) – 6ct
  • SingTel : Q208 (Sep07) – Interim 5.6ct
  • StarHub : Q307 (Sep) – 4ct ; Q207 (Jun) – 4ct ; Q107 (Mar) – 3.5ct
  • SingPost : Q208 (Sep) – 1.25ct ; Q108 (Jun) – 1.25ct
  • SMRT : Q208 (Sep07) – Interim 1.75ct
  • MacCookPSF : Q108 (Sep07) – A2.625ct (Gross) / A2.31ct (After With-hldg Tax)
  • Sing Food : Q307 (Sep) – 1.8ct
  • SPH : FY07 (Aug) – Final 9ct + Special 10ct ; Interim (Feb) 7ct
  • ComfortDelgro : Q207 (Jun) – Interim 3.35ct + Special 4.15ct
  • MIIF : 1H07 (Jun) – 4.15ct
  • ST Engg : Q207 (Jun) – 2ct
  • M1 : 1H07 (Jun) – Interim 2.5ct + Capital Reduction 4.6ct