Category: Yield

 

January 2016

Results Announcement

  • 12 Jan 16 : SPH (Q116) – EPS 5ct
  • 18 Jan 16 : M1 (Q415) – EPS 4.7ct vs Q414 4.8ct (FY15 19.1ct vs FY14 18.9ct) ; Div 8.3ct vs 2H14 11.9ct (FY15 15.3ct – 80% Payout vs FY14 18.9ct – 100% Payout)
  • 20 Jan 16 : SGX (Q216) – EPS 7.8ct vs Q215 8.1ct (1H16 17.1ct vs 1H15 15.3ct) ; Div 5ct (to date 10ct)
  • 25 Jan 16 : SMRT (Q316) – EPS 2.42ct vs Q315 1.5ct (9M16 5.43ct vs 9M15 4.61ct)
  • 1 Feb 16 : SIAEC
  • 4 Feb 16 : SingPost
  • 5 Feb 16 : SBSTransit
  • 12 Feb 16 (AM) : Singtel
  • 12 Feb 16 : ComfortDelgro
  • 12 Feb 16 : SATS

 

 

 

STI = 2629.11 (+66.66)

Stock

Period

EPS cts

DPS cts

Mkt

Yield

PE

Div Breakdown

Hong Leong Fin

FY14 (Dec)

14.17

10

$2.150

4.651%

15.17

Interim 4ct ; Final 6ct

SGX

FY15 (Jun)

32.6

28

$7.080

3.955%

21.72

Q1, Q2, Q3 4ct ; Q4 4ct +12ct

SingPost

FY15 (Mar)

6.849

7

$1.335

5.243%

19.49

Q1, Q2, Q3 1.25ct ; Q4 2.5ct + 0.75ct (Special)

SPH

FY154 (Aug)

20

20

$3.560

5.618%

17.80

Interim 7ct ; Final 8ct + Special 5ct

Note : SGX Added from May-14 ; Q4 Variable Div Depends on FY EPS

Aviation Services

Stock

Period

EPS cts

DPS cts

Mkt

Yield

PE

Div Breakdown

SATS

FY15 (Mar)

17.5

14

$3.890

3.599%

22.23

Interim 5ct ; Final 9ct

SIA Engineering

FY15 (Mar)

16.36

14.5

$3.460

4.191%

21.15

Interim 6ct ; Final 8.5ct

ST Engineering

FY14 (Dec)

17.06

15

$2.870

5.226%

16.82

Interim 4ct ; Final 4ct + Special 7ct

Transport

Stock

Period

EPS cts

DPS cts

Mkt

Yield

PE

Div Breakdown

SBSTransit

FY14 (Dec)

4.62

2.3

$1.950

1.179%

42.21

Interim 1.25ctct ; Final 1.75ct

ComfortDelGro

FY14 (Dec)

13.29

8.25

$2.830

2.915%

21.29

Interim 3.75ct ; Final 4.5ct

SMRT

FY15 (Mar)

6

3.25

$1.525

2.131%

25.42

Interim 1.5ct ; Final 1.75ct

TELCO

Stock

Period

EPS cts

DPS cts

Mkt

Yield

PE

Div Breakdown

SingTel

FY15 (Mar)

23.73

17.5

$3.510

4.986%

14.79

Interim 6.8ct ; Final 10.7ct

M1

FY15 (Dec)

19.1

15.3

$2.310

6.623%

12.09

Interim 7ct ; Final 8.3ct

StarHub

FY14 (Dec)

21.5

20

$3.380

5.917%

15.72

Q1 5ct ; Q2 5ct ; Q3 5ct ; Q4 5ct

Infrastructure

Stock

Period

DPS cts

Mkt

Yield

NAV

Div Breakdown

AusNetServices

1H – Sep15

A4.265

$1.480

5.823%

A$0.82

1H16 A4.265ct ; 2H15 A4.18ct

* SPAus DPU in A$. Yield is Calculated Using Latest Exchange Rate (A$1 : S$1.0104) fm Yahoo

NOTES :

  • Mkt Price is as on 29-Jan-16
  • SGX : Q216 (Dec15) – 5ct ; Q116 (Sep15) – 5ct ; Dividend Policy 5ct/Q or 80% of Annual NPAT, whichever is Higher
  • SPAus : FY16 Guidance = A8.53ct Gross
  • AusNet : 1H16 (Sep15) – A4.265ct (Franked) ; 2H15 (Mar15) – A4.18ct = A2.2ct (Franked) + A1.98ct (Interest – Subject to 10% Tax)
  • SingTel : 1H16 (Sep15) – Interim 6.8ct
  • StarHub : Q215 (Sep) – 5ct ; Q215 (Jun) – 5ct ; Q115 (Mar) – 5ct
  • SATSvcs : 1H16 (Sep15) – Interim 5ct
  • SingPost : Q216 (Sep15) – 1.5ct ; : Q116 (Jun15) – 1.5ct
  • SIAEC : 1H16 (Sep15) – Interim 6ct
  • SMRT : 1H16 (Mar16) – Interim 1.5ct
  • SPH : 1H15 (Feb) – Final 8ct + Special 5ct ; Interim 7ct
  • ComfortDelgro 1H14 (Jun) – 4ct
  • SBSTransit : 1H15 (Jun) – 1.65ct
  • HLFin : 1H15 (Jun) – 4ct
  • M1 : 1H15 (Jun) – Interim 7ct
  • SingPost : Dividend Guidance for FY16 (Mar) = 7ct
  • ST Engg : 2H14 (Dec) – 4ct (Final) + 7ct (Special) ; 1H14 (Jun) – 4ct / Payout = 88% (Not Reduced to 75% altho’ guided in Annc During FY13 Results)
  • StarHub : FY15 Div Guidance – 5ct/Q
  • ST Engg : Dividend Payout Reduced from 90% to 80% for FY13 & Will Be Further Reduced to 75% from FY14
  • SingTel : Div Policy – 60% to 75% of Underlying Net Profit

 

December 2015

 

 

STI = 2882.73 (-482.42 for the Year)

Stock

Period

EPS cts

DPS cts

Mkt

Yield

PE

Div Breakdown

Hong Leong Fin

FY14 (Dec)

14.17

10

$2.330

4.292%

16.44

Interim 4ct ; Final 6ct

SGX

FY15 (Jun)

32.6

28

$7.700

3.636%

23.62

Q1, Q2, Q3 4ct ; Q4 4ct +12ct

SingPost

FY15 (Mar)

6.849

7

$1.640

4.268%

23.95

Q1, Q2, Q3 1.25ct ; Q4 2.5ct + 0.75ct (Special)

SPH

FY154 (Aug)

20

20

$3.940

5.076%

19.70

Interim 7ct ; Final 8ct + Special 5ct

Note : SGX Added from May-14 ; Q4 Variable Div Depends on FY EPS

Aviation Services

Stock

Period

EPS cts

DPS cts

Mkt

Yield

PE

Div Breakdown

SATS

FY15 (Mar)

17.5

14

$3.840

3.646%

21.94

Interim 5ct ; Final 9ct

SIA Engineering

FY15 (Mar)

16.36

14.5

$3.700

3.919%

22.62

Interim 6ct ; Final 8.5ct

ST Engineering

FY14 (Dec)

17.06

15

$3.010

4.983%

17.64

Interim 4ct ; Final 4ct + Special 7ct

Note : SIAEC Special Div is Observed to be Non-Recurring (Depends on Excess Cash)

Transport

Stock

Period

EPS cts

DPS cts

Mkt

Yield

PE

Div Breakdown

SBSTransit

FY14 (Dec)

4.62

2.3

$1.940

1.186%

41.99

Interim 1.25ctct ; Final 1.75ct

ComfortDelGro

FY14 (Dec)

13.29

8.25

$3.050

2.705%

22.95

Interim 3.75ct ; Final 4.5ct

SMRT

FY15 (Mar)

6

3.25

$1.505

2.159%

25.08

Interim 1.5ct ; Final 1.75ct

TELCO

Stock

Period

EPS cts

DPS cts

Mkt

Yield

PE

Div Breakdown

SingTel

FY15 (Mar)

23.73

17.5

$3.670

4.768%

15.47

Interim 6.8ct ; Final 10.7ct

M1

FY14 (Dec)

18.9

18.9

$2.720

6.949%

14.39

Interim 7ct ; Final 11.9ct

StarHub

FY14 (Dec)

21.5

20

$3.700

5.405%

17.21

Q1 5ct ; Q2 5ct ; Q3 5ct ; Q4 5ct

Infrastructure

Stock

Period

DPS cts

Mkt

Yield

NAV

Div Breakdown

AusNetServices

1H – Sep15

A4.265

$1.510

5.837%

A$0.82

1H16 A4.265ct ; 2H15 A4.18ct

* SPAus DPU in A$. Yield is Calculated Using Latest Exchange Rate (A$1 : S$1.0333) fm Yahoo

NOTES :

  • Mkt Price is as on 31-Dec-15
  • SPAus : FY16 Guidance = A8.53ct Gross
  • AusNet : 1H16 (Sep15) – A4.265ct (Franked) ; 2H15 (Mar15) – A4.18ct = A2.2ct (Franked) + A1.98ct (Interest – Subject to 10% Tax)
  • SingTel : 1H16 (Sep15) – Interim 6.8ct
  • StarHub : Q215 (Sep) – 5ct ; Q215 (Jun) – 5ct ; Q115 (Mar) – 5ct
  • SATSvcs : 1H16 (Sep15) – Interim 5ct
  • SingPost : Q216 (Sep15) – 1.5ct ; : Q116 (Jun15) – 1.5ct
  • SIAEC : 1H16 (Sep15) – Interim 6ct
  • SMRT : 1H16 (Mar16) – Interim 1.5ct
  • SGX : Q116 (Sep15) – 5ct ; Dividend Policy 5ct/Q or 80% of Annual NPAT, whichever is Higher
  • SPH : 1H15 (Feb) – Final 8ct + Special 5ct ; Interim 7ct
  • ComfortDelgro 1H14 (Jun) – 4ct
  • SBSTransit : 1H15 (Jun) – 1.65ct
  • HLFin : 1H15 (Jun) – 4ct
  • M1 : 1H15 (Jun) – Interim 7ct
  • SingPost : Dividend Guidance for FY16 (Mar) = 7ct
  • ST Engg : 2H14 (Dec) – 4ct (Final) + 7ct (Special) ; 1H14 (Jun) – 4ct / Payout = 88% (Not Reduced to 75% altho’ guided in Annc During FY13 Results)
  • StarHub : FY15 Div Guidance – 5ct/Q
  • ST Engg : Dividend Payout Reduced from 90% to 80% for FY13 & Will Be Further Reduced to 75% from FY14
  • SingTel : Div Policy – 60% to 75% of Underlying Net Profit

 

December 2015

 

 

STI = 2882.73 (-482.42 for the Year)

Stock

Period

EPS cts

DPS cts

Mkt

Yield

PE

Div Breakdown

Hong Leong Fin

FY14 (Dec)

14.17

10

$2.330

4.292%

16.44

Interim 4ct ; Final 6ct

SGX

FY15 (Jun)

32.6

28

$7.700

3.636%

23.62

Q1, Q2, Q3 4ct ; Q4 4ct +12ct

SingPost

FY15 (Mar)

6.849

7

$1.640

4.268%

23.95

Q1, Q2, Q3 1.25ct ; Q4 2.5ct + 0.75ct (Special)

SPH

FY154 (Aug)

20

20

$3.940

5.076%

19.70

Interim 7ct ; Final 8ct + Special 5ct

Note : SGX Added from May-14 ; Q4 Variable Div Depends on FY EPS

Aviation Services

Stock

Period

EPS cts

DPS cts

Mkt

Yield

PE

Div Breakdown

SATS

FY15 (Mar)

17.5

14

$3.840

3.646%

21.94

Interim 5ct ; Final 9ct

SIA Engineering

FY15 (Mar)

16.36

14.5

$3.700

3.919%

22.62

Interim 6ct ; Final 8.5ct

ST Engineering

FY14 (Dec)

17.06

15

$3.010

4.983%

17.64

Interim 4ct ; Final 4ct + Special 7ct

Note : SIAEC Special Div is Observed to be Non-Recurring (Depends on Excess Cash)

Transport

Stock

Period

EPS cts

DPS cts

Mkt

Yield

PE

Div Breakdown

SBSTransit

FY14 (Dec)

4.62

2.3

$1.940

1.186%

41.99

Interim 1.25ctct ; Final 1.75ct

ComfortDelGro

FY14 (Dec)

13.29

8.25

$3.050

2.705%

22.95

Interim 3.75ct ; Final 4.5ct

SMRT

FY15 (Mar)

6

3.25

$1.505

2.159%

25.08

Interim 1.5ct ; Final 1.75ct

TELCO

Stock

Period

EPS cts

DPS cts

Mkt

Yield

PE

Div Breakdown

SingTel

FY15 (Mar)

23.73

17.5

$3.670

4.768%

15.47

Interim 6.8ct ; Final 10.7ct

M1

FY14 (Dec)

18.9

18.9

$2.720

6.949%

14.39

Interim 7ct ; Final 11.9ct

StarHub

FY14 (Dec)

21.5

20

$3.700

5.405%

17.21

Q1 5ct ; Q2 5ct ; Q3 5ct ; Q4 5ct

Infrastructure

Stock

Period

DPS cts

Mkt

Yield

NAV

Div Breakdown

AusNetServices

1H – Sep15

A4.265

$1.510

5.837%

A$0.82

1H16 A4.265ct ; 2H15 A4.18ct

* SPAus DPU in A$. Yield is Calculated Using Latest Exchange Rate (A$1 : S$1.0333) fm Yahoo

NOTES :

  • Mkt Price is as on 31-Dec-15
  • SPAus : FY16 Guidance = A8.53ct Gross
  • AusNet : 1H16 (Sep15) – A4.265ct (Franked) ; 2H15 (Mar15) – A4.18ct = A2.2ct (Franked) + A1.98ct (Interest – Subject to 10% Tax)
  • SingTel : 1H16 (Sep15) – Interim 6.8ct
  • StarHub : Q215 (Sep) – 5ct ; Q215 (Jun) – 5ct ; Q115 (Mar) – 5ct
  • SATSvcs : 1H16 (Sep15) – Interim 5ct
  • SingPost : Q216 (Sep15) – 1.5ct ; : Q116 (Jun15) – 1.5ct
  • SIAEC : 1H16 (Sep15) – Interim 6ct
  • SMRT : 1H16 (Mar16) – Interim 1.5ct
  • SGX : Q116 (Sep15) – 5ct ; Dividend Policy 5ct/Q or 80% of Annual NPAT, whichever is Higher
  • SPH : 1H15 (Feb) – Final 8ct + Special 5ct ; Interim 7ct
  • ComfortDelgro 1H14 (Jun) – 4ct
  • SBSTransit : 1H15 (Jun) – 1.65ct
  • HLFin : 1H15 (Jun) – 4ct
  • M1 : 1H15 (Jun) – Interim 7ct
  • SingPost : Dividend Guidance for FY16 (Mar) = 7ct
  • ST Engg : 2H14 (Dec) – 4ct (Final) + 7ct (Special) ; 1H14 (Jun) – 4ct / Payout = 88% (Not Reduced to 75% altho’ guided in Annc During FY13 Results)
  • StarHub : FY15 Div Guidance – 5ct/Q
  • ST Engg : Dividend Payout Reduced from 90% to 80% for FY13 & Will Be Further Reduced to 75% from FY14
  • SingTel : Div Policy – 60% to 75% of Underlying Net Profit

 

November 2015

Results Announcement

  • 2 Nov 15 : SIAEC (Q216) – EPS 3.96ct (1H16 – 7.65ct) ; Div 6ct
  • 2 Nov 15 : SingPost (Q216) – EPS 2.31ct (1H16 – 4.3ct) ; Div 1.5ct (1H16 – 3ct)
  • 4 Nov 15 : SATS (Q216) – EPS 5.4ct (2H16 – 9.9ct) ; Div 5ct
  • 6 Nov 15 (AM) : STEng (Q315) – EPS 4.29ct (9M15 – 12.48ct)
  • 6 Nov 15 : Starhub (Q315) – EPS 6.9ct (9M15 – 16.9ct) ; Div 5ct (9M15 – 15ct)
  • 6 Nov 15 : HLFin (Q315) – Annualised EPS 15.17ct (9M15 – 13.93ct)
  • 12 Nov 15 (AM) : Singtel (Q216) – EPS 6.46ct (1H16 – 12.37ct) ; Div 6.8ct
  • 12 Nov 15 : SBSTransit (Q315) – EPS 1.77ct (9M15 – 5.28ct)
  • 13 Nov 15 : ComfortDelgro (Q315) – EPS 3.97ct (9M15 – 10.9ct)
  • 17 Nov 15 : AusNet Services (1H16) – Div A4.265ct

 STI = 2855.94 (-3.18)

Stock

Period

EPS cts

DPS cts

Mkt

Yield

PE

Div Breakdown

Hong Leong Fin

FY14 (Dec)

14.17

10

$2.38

4.202%

16.80

Interim 4ct ; Final 6ct

SGX

FY15 (Jun)

32.6

28

$7.54

3.714%

23.13

Q1, Q2, Q3 4ct ; Q4 4ct +12ct

SingPost

FY15 (Mar)

6.849

7

$1.78

3.933%

25.99

Q1, Q2, Q3 1.25ct ; Q4 2.5ct + 0.75ct (Special)

SPH

FY154 (Aug)

20

20

$4.02

4.975%

20.10

Interim 7ct ; Final 8ct + Special 5ct

Note : SGX Added from May-14 ; Q4 Variable Div Depends on FY EPS

Aviation Services

Stock

Period

EPS cts

DPS cts

Mkt

Yield

PE

Div Breakdown

SATS

FY15 (Mar)

17.5

14

$3.950

3.544%

22.57

Interim 5ct ; Final 9ct

SIA Engineering

FY15 (Mar)

16.36

14.5

$3.610

4.017%

22.07

Interim 6ct ; Final 8.5ct

ST Engineering

FY14 (Dec)

17.06

15

$2.860

5.245%

16.76

Interim 4ct ; Final 4ct + Special 7ct

Note : SIAEC Special Div is Observed to be Non-Recurring (Depends on Excess Cash)

Transport

Stock

Period

EPS cts

DPS cts

Mkt

Yield

PE

Div Breakdown

SBSTransit

FY14 (Dec)

4.62

2.3

$1.900

1.211%

41.13

Interim 1.25ct ; Final 1.75ct

ComfortDelGro

FY14 (Dec)

13.29

8.25

$2.930

2.816%

22.05

Interim 3.75ct ; Final 4.5ct

SMRT

FY14 (Mar)

6

3.25

$1.430

2.273%

23.83

Interim 1.5ct ; Final 1.75ct


TELCO


Stock

Period

EPS cts

DPS cts

Mkt

Yield

PE

Div Breakdown

SingTel

FY15 (Mar)

23.73

17.5

$3.83

4.569%

16.14

Interim 6.8ct ; Final 10.7ct

M1

FY14 (Dec)

18.9

18.9

$2.81

6.726%

14.87

Interim 7.0ct ; Final 11.9ct

StarHub

FY14 (Dec)

21.5

20

$3.63

5.510%

16.88

Q1 5ct ; Q2 5ct ; Q3 5ct ; Q4 5ct


Infrastructure


Stock

Period

DPS cts

Mkt

Yield

NAV

Div Breakdown

AusNet Services

1H – Sep15

A4.265

$1.515

5.735%

A$0.82

1H16 A4.265ct ; 2H15 A4.18ct

* SPAus DPU in A$. Yield is Calculated Using Latest Exchange Rate (A$1 : S$1.0186) fm Yahoo

NOTES :

  • Mkt Price is as on 30-Nov-15
  • SPAus : FY16 Guidance = A8.53ct Gross

  • AusNet : 1H16 (Sep15) – A4.265ct (Franked) ; 2H15 (Mar15) – A4.18ct = A2.2ct (Franked) + A1.98ct (Interest – Subject to 10% Tax)
  • SingTel : 1H16 (Sep15) – Interim 6.8ct
  • StarHub : Q215 (Sep) – 5ct ; Q215 (Jun) – 5ct ; Q115 (Mar) – 5ct
  • SATSvcs : 1H16 (Sep15) – Interim 5ct
  • SingPost : Q216 (Sep15) – 1.5ct ; : Q116 (Jun15) – 1.5ct
  • SIAEC : 1H16 (Sep15) – Interim 6ct
  • SMRT : 1H16 (Mar16) – Interim 1.5ct
  • SGX : Q116 (Sep15) – 5ct ; Dividend Policy 5ct/Q or 80% of Annual NPAT, whichever is Higher
  • SPH : 1H15 (Feb) – Final 8ct + Special 5ct ; Interim 7ct
  • ComfortDelgro 1H14 (Jun) – 4ct
  • SBSTransit : 1H15 (Jun) – 1.65ct
  • HLFin : 1H15 (Jun) – 4ct
  • M1 : 1H15 (Jun) – Interim 7ct
  • SingPost : Dividend Guidance for FY16 (Mar) = 7ct
  • ST Engg : 2H14 (Dec) – 4ct (Final) + 7ct (Special) ; 1H14 (Jun) – 4ct / Payout = 88% (Not Reduced to 75% altho’ guided in Annc During FY13 Results)

  • StarHub : FY15 Div Guidance – 5ct/Q
  • ST Engg : Dividend Payout Reduced from 90% to 80% for FY13 & Will Be Further Reduced to 75% from FY14

  • SingTel : Div Policy – 60% to 75% of Underlying Net Profit

October 2015

 

Results Announcement

  • 13 Oct 15 : SPH (Q415) – EPS 6ct (FY15 – 20ct) ; Div 13ct (FY15 – 20ct)
  • 19 Oct 15 : M1 (Q315) – EPS 4.8ct (9M15 – 14.4ct)
  • 21 Oct 15 : SGX (Q116) – EPS 9.3ct ; Div 5ct
  • 27 Oct 15 : SMRT (Q216) – EPS 1.69ct (1H16 – 3.01ct) ; Div 1.5ct
  • 2 Nov 15 : SIAEC
  • 2 Nov 15 : SingPost
  • 4 Nov 15 : SATS
  • 6 Nov 15 (AM) : STEng
  • 6 Nov 15 : Starhub
  • 6 Nov 15 : HLFin
  • 12 Nov 15 (AM) : Singtel
  • 12 Nov 15 : SBSTransit
  • 13 Nov 15 : ComfortDelgro

 

 

 

STI = 2998.35 (-3.16 ; +207.46 for Oct-15)

Stock

Period

EPS cts

DPS cts

Mkt

Yield

PE

Div Breakdown

Hong Leong Fin

FY14 (Dec)

14.17

10

$2.380

4.202%

16.80

Interim 4ct ; Final 6ct

SGX

FY15 (Jun)

32.6

28

$7.380

3.794%

22.64

Q1, Q2, Q3 4ct ; Q4 4ct +12ct

SingPost

FY15 (Mar)

6.849

7

$1.895

3.694%

27.67

Q1, Q2, Q3 1.25ct ; Q4 2.5ct + 0.75ct (Special)

SPH

FY154 (Aug)

20

20

$3.990

5.013%

19.95

Interim 7ct ; Final 8ct + Special 5ct

Note : SGX Added from May-14 ; Q4 Variable Div Depends on FY EPS

Aviation Services

Stock

Period

EPS cts

DPS cts

Mkt

Yield

PE

Div Breakdown

SATS

FY15 (Mar)

17.5

14

$3.790

3.694%

21.66

Interim 5ct ; Final 9ct

SIA Engineering

FY15 (Mar)

16.36

14.5

$3.990

3.634%

24.39

Interim 6ct ; Final 8.5ct

ST Engineering

FY14 (Dec)

17.06

15

$3.310

4.532%

19.40

Interim 4ct ; Final 4ct + Special 7ct

Note : SIAEC Special Div is Observed to be Non-Recurring (Depends on Excess Cash)

Transport

Stock

Period

EPS cts

DPS cts

Mkt

Yield

PE

Div Breakdown

SBSTransit

FY14 (Dec)

4.62

2.3

$1.840

1.250%

39.83

Interim 1.25ctct ; Final 1.75ct

ComfortDelGro

FY14 (Dec)

13.29

8.25

$3.040

2.714%

22.87

Interim 3.75ct ; Final 4.5ct

SMRT

FY15 (Mar)

6

3.25

$1.460

2.226%

24.33

Interim 1.5ct ; Final 1.75ct

TELCO

Stock

Period

EPS cts

DPS cts

Mkt

Yield

PE

Div Breakdown

SingTel

FY15 (Mar)

23.73

17.5

$3.980

4.397%

16.77

Interim 6.8ct ; Final 10.7ct

M1

FY14 (Dec)

18.9

18.9

$2.840

6.655%

15.03

Interim 7ct ; Final 11.9ct

StarHub

FY14 (Dec)

21.5

20

$3.600

5.556%

16.74

Q1 5ct ; Q2 5ct ; Q3 5ct ; Q4 5ct

Infrastructure

Stock

Period

DPS cts

Mkt

Yield

NAV

Div Breakdown

AusNetServices

2H – Mar15

A4.18 (Gross)

$1.430

5.816%

A$0.82

1H15 A4.18ct ; 2H15 A4.18ct

* SPAus DPU in A$. Yield is Calculated Using Latest Exchange Rate (A$1 : S$0.9949) fm Yahoo

NOTES :

  • Mkt Price is as on 30-Oct-15
  • SMRT : 1H16 (Mar16) – Interim 1.5ct
  • SGX : Q116 (Sep15) – 5ct ; Dividend Policy 5ct/Q or 80% of Annual NPAT, whichever is Higher
  • SPH : 1H15 (Feb) – Final 8ct + Special 5ct ; Interim 7ct
  • ComfortDelgro 1H14 (Jun) – 4ct
  • SBSTransit : 1H15 (Jun) – 1.65ct
  • HLFin : 1H15 (Jun) – 4ct
  • StarHub : Q215 (Jun) – 5ct ; Q115 (Mar) – 5ct
  • SingPost : Q116 (Jun15) – 1.5ct
  • M1 : 1H15 (Jun) – Interim 7ct
  • AusNet : 1H15 (Sep14) – A4.18ct = A2.2ct (Franked) + A1.98ct (Interest – Subject to 10% Tax) ; 2H15 (Mar15) – A4.18ct = A2.2ct (Franked) + A1.98ct (Interest – Subject to 10% Tax)
  • SingTel : 2H15 (Mar15) – Final 10.7ct ; 1H15 (Sep14) – Interim 6.8ct
  • SATSvcs : 2H15 (Mar15) – Final 9ct ; 1H15 (Sep14) – Interim 5ct
  • SingPost : Dividend Guidance for FY16 (Mar) = 7ct
  • SIAEC : 2H15 (Mar15) – Final 8.5ct ; 1H15 (Sep14) – Interim 6ct
  • ST Engg : 2H14 (Dec) – 4ct (Final) + 7ct (Special) ; 1H14 (Jun) – 4ct / Payout = 88% (Not Reduced to 75% altho’ guided in Annc During FY13 Results)
  • StarHub : FY15 Div Guidance – 5ct/Q
  • SPAus : FY15 Guidance = A8.36ct Gross
  • ST Engg : Dividend Payout Reduced from 90% to 80% for FY13 & Will Be Further Reduced to 75% from FY14
  • SingTel : Div Policy – 60% to 75% of Underlying Net Profit