Category: Yield

 

September 2015

STI = 2790.89 (+2.95, -130.55 for the Mth)

Stock

Period

EPS cts

DPS cts

Mkt

Yield

PE

Div Breakdown

Hong Leong Fin

FY14 (Dec)

14.17

10

$2.230

4.484%

15.74

Interim 4ct ; Final 6ct

SGX

FY15 (Jun)

32.6

28

$7.030

3.983%

21.56

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

SingPost

FY15 (Mar)

6.849

7

$1.695

4.130%

24.75

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

SPH

FY14 (Aug)

25

21

$3.840

5.469%

15.36

Interim 7ct ; Final 8ct + Special 6ct

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

$3.830

3.655%

21.89

Interim 5ct ; Final 9ct

SIA Engineering

FY15 (Mar)

16.36

14.5

$3.680

3.940%

22.49

Interim 6ct ; Final 8.5ct

ST Engineering

FY14 (Dec)

17.06

15

$2.980

5.034%

17.47

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

$1.755

1.311%

37.99

Interim 1.25ctct ; Final 1.75ct

ComfortDelGro

FY14 (Dec)

13.29

8.25

$2.870

2.875%

21.60

Interim 3.75ct ; Final 4.5ct

SMRT

FY15 (Mar)

6

3.25

$1.305

2.490%

21.75

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

$3.600

4.861%

15.17

Interim 6.8ct ; Final 10.7ct

M1

FY14 (Dec)

18.9

18.9

$2.820

6.702%

14.92

Interim 7ct ; Final 11.9ct

StarHub

FY14 (Dec)

21.5

20

$3.460

5.780%

16.09

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

Infrastructure

Stock

Period

DPS cts

Mkt

Yield

NAV

Div Breakdown

AusNetServices

2H – Mar15

A4.18 (Gross)

$1.370

6.107%

A$0.82

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

* SPAus DPU in A$. Yield is Calculated Using Latest Exchange Rate (A$1 : S$1.0008) fm Yahoo

NOTES :

  • Mkt Price is as on 30-Sep-15
  • ComfortDelgro 1H14 (Jun) – 4ct
  • SBSTransit : 1H15 (Jun) – 1.65ct
  • HLFin : 1H15 (Jun) – 4ct
  • StarHub : Q215 (Jun) – 5ct ; Q115 (Mar) – 5ct
  • SGX : Q415 (Jun15) – 16ct ; Q315 (Mar15) – 4ct ; Q215 (Dec14) – 4ct ; Q115 (Sep14) – 4ct
  • 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
  • SMRT : 1H15 (Sep14) – Final 1.75ct ; 1H15 (Mar15) – Interim 1.5ct
  • SPH : 1H15 (Feb) – Interim 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
  • 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

 

August 2015

 

Results Announcement

  • 5 Aug 15 : Starhub (Q215) – EPS 5.7ct ; Div 5ct
  • 6 Aug 15 : HLFin (Q215) – EPS 12.58ct ; Div 4ct
  • 12 Aug 15 : SBSTransit (Q215) – EPS 1.97ct ; Div 1.65ct
  • 13 Aug 15 (AM) : Singtel (Q116) – EPS 5.91ct
  • 13 Aug 15 : ComfortDelgro (Q215) – EPS 3.77ct ; Div 4ct
  • 14 Aug 15 (AM) : STEng (Q215) – EPS 4.01ct ; Div 5ct

 

 

STI = 2921.44 (-281.06 for August)

Stock

Period

EPS cts

DPS cts

Mkt

Yield

PE

Div Breakdown

Hong Leong Fin

FY14 (Dec)

14.17

10

$2.360

4.237%

16.65

Interim 4ct ; Final 6ct

SGX

FY15 (Jun)

32.6

28

$7.260

3.857%

22.27

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

SingPost

FY15 (Mar)

6.849

7

$1.780

3.933%

25.99

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

SPH

FY14 (Aug)

25

21

$3.940

5.330%

15.76

Interim 7ct ; Final 8ct + Special 6ct

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

$3.560

3.933%

20.34

Interim 5ct ; Final 9ct

SIA Engineering

FY15 (Mar)

16.36

14.5

$3.500

4.143%

21.39

Interim 6ct ; Final 8.5ct

ST Engineering

FY14 (Dec)

17.06

15

$3.070

4.886%

18.00

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

$1.650

1.394%

35.71

Interim 1.25ctct ; Final 1.75ct

ComfortDelGro

FY14 (Dec)

13.29

8.25

$2.810

2.936%

21.14

Interim 3.75ct ; Final 4.5ct

SMRT

FY15 (Mar)

6

3.25

$1.220

2.664%

20.33

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

$3.740

4.679%

15.76

Interim 6.8ct ; Final 10.7ct

M1

FY14 (Dec)

18.9

18.9

$2.940

6.429%

15.56

Interim 7ct ; Final 11.9ct

StarHub

FY14 (Dec)

21.5

20

$3.660

5.464%

17.02

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

Infrastructure

Stock

Period

DPS cts

Mkt

Yield

NAV

Div Breakdown

AusNetServices

2H – Mar15

A4.18 (Gross)

$1.320

6.382%

A$0.82

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

* SPAus DPU in A$. Yield is Calculated Using Latest Exchange Rate (1.0077) fm Yahoo

NOTES :

  • Mkt Price is as on 31-Aug-15
  • ComfortDelgro 1H14 (Jun) – 4ct
  • SBSTransit : 1H15 (Jun) – 1.65ct
  • HLFin : 1H15 (Jun) – 4ct
  • StarHub : Q215 (Jun) – 5ct ; Q115 (Mar) – 5ct
  • SGX : Q415 (Jun15) – 16ct ; Q315 (Mar15) – 4ct ; Q215 (Dec14) – 4ct ; Q115 (Sep14) – 4ct
  • 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
  • SMRT : 1H15 (Sep14) – Final 1.75ct ; 1H15 (Mar15) – Interim 1.5ct
  • SPH : 1H15 (Feb) – Interim 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
  • 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

 

July 2015

 

Results Announcement

  • 9 Jul 15 : SPH (Q315) – EPS 6ct ; 9M 15ct
  • 20 Jul 15 : M1 (Q215) – EPS 4.7ct ; Div 7ct
  • 23 Jul 15 : SATS (Q116) – EPS 4.5ct
  • 27 Jul 15 : SIAEC (Q116) – EPS 3.68ct
  • 29 Jul 15 (AM) : Singpost (Q116) – EPS 1.996ct ; Div 1.5ct
  • 29 Jul 15 : SGX (Q415) – EPS 9ct / FY15 32.6ct ; Div 16ct / FY15 28ct
  • 30 Jul 15 : SMRT (Q116) – EPS 1.32ct
  • 5 Aug 15 : Starhub
  • 6 Aug 15 : HLFin
  • 12 Aug 15 : SBSTransit
  • 13 Aug 15 (AM) : Singtel
  • 13 Aug 15 : ComfortDelgro
  • 14 Aug 15 (AM) : STEng

 

 

STI = 3202.50 (-47.02)

Stock

Period

EPS cts

DPS cts

Mkt

Yield

PE

Div Breakdown

Hong Leong Fin

FY14 (Dec)

14.17

10

$2.540

3.937%

17.93

Interim 4ct ; Final 6ct

SGX

FY15 (Jun)

32.6

28

$7.970

3.513%

24.45

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

SingPost

FY15 (Mar)

6.849

7

$1.955

3.581%

28.54

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

SPH

FY14 (Aug)

25

21

$4.180

5.024%

16.72

Interim 7ct ; Final 8ct + Special 6ct

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

$3.760

3.723%

21.49

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

$3.280

4.573%

19.23

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

$1.730

1.329%

37.45

Interim 1.25ctct ; Final 1.75ct

ComfortDelGro

FY14 (Dec)

13.29

8.25

$3.010

2.741%

22.65

Interim 3.75ct ; Final 4.5ct

SMRT

FY15 (Mar)

6

3.25

$1.385

2.347%

23.08

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

$4.090

4.279%

17.24

Interim 6.8ct ; Final 10.7ct

M1

FY14 (Dec)

18.9

18.9

$3.130

6.038%

16.56

Interim 7ct ; Final 11.9ct

StarHub

FY14 (Dec)

21.5

20

$3.830

5.222%

17.81

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

Infrastructure

Stock

Period

DPS cts

Mkt

Yield

NAV

Div Breakdown

AusNetServices

2H – Mar15

A4.18 (Gross)

$1.310

6.407%

A$0.82

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

* SPAus DPU in A$. Yield is Calculated Using Latest Exchange Rate (1.004) fm Yahoo

NOTES :

  • Mkt Price is as on 31-Jul-15
  • SGX : Q415 (Jun15) – 16ct ; Q315 (Mar15) – 4ct ; Q215 (Dec14) – 4ct ; Q115 (Sep14) – 4ct
  • SingPost : Q116 (Jun15) – 1.5ct
  • M1 : 1H15 (Jun) – Interim 7ct
  • StarHub : Q115 (Mar) – 5ct
  • 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
  • SMRT : 1H15 (Sep14) – Final 1.75ct ; 1H15 (Mar15) – Interim 1.5ct
  • SPH : 1H15 (Feb) – Interim 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)
  • HLFin : 2H14 (Dec) – 6ct ; 1H14 (Jun) – 4ct
  • StarHub : FY15 Div Guidance – 5ct/Q
  • ComfortDelgro : 2H14 (Dec) –4.5ct ; 1H14 (Jun) –3.75ct
  • SBSTransit : 2H14 (Dec) – 1.05ct ; 1H14 (Jun) – 1.25ct
  • 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

 

July 2015

 

Results Announcement

  • 9 Jul 15 : SPH (Q315) – EPS 6ct ; 9M 15ct
  • 20 Jul 15 : M1 (Q215) – EPS 4.7ct ; Div 7ct
  • 23 Jul 15 : SATS (Q116) – EPS 4.5ct
  • 27 Jul 15 : SIAEC (Q116) – EPS 3.68ct
  • 29 Jul 15 (AM) : Singpost (Q116) – EPS 1.996ct ; Div 1.5ct
  • 29 Jul 15 : SGX (Q415) – EPS 9ct / FY15 32.6ct ; Div 16ct / FY15 28ct
  • 30 Jul 15 : SMRT (Q116) – EPS 1.32ct
  • 5 Aug 15 : Starhub
  • 6 Aug 15 : HLFin
  • 12 Aug 15 : SBSTransit
  • 13 Aug 15 (AM) : Singtel
  • 13 Aug 15 : ComfortDelgro
  • 14 Aug 15 (AM) : STEng

 

 

STI = 3202.50 (-47.02)

Stock

Period

EPS cts

DPS cts

Mkt

Yield

PE

Div Breakdown

Hong Leong Fin

FY14 (Dec)

14.17

10

$2.540

3.937%

17.93

Interim 4ct ; Final 6ct

SGX

FY15 (Jun)

32.6

28

$7.970

3.513%

24.45

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

SingPost

FY15 (Mar)

6.849

7

$1.955

3.581%

28.54

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

SPH

FY14 (Aug)

25

21

$4.180

5.024%

16.72

Interim 7ct ; Final 8ct + Special 6ct

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

$3.760

3.723%

21.49

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

$3.280

4.573%

19.23

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

$1.730

1.329%

37.45

Interim 1.25ctct ; Final 1.75ct

ComfortDelGro

FY14 (Dec)

13.29

8.25

$3.010

2.741%

22.65

Interim 3.75ct ; Final 4.5ct

SMRT

FY15 (Mar)

6

3.25

$1.385

2.347%

23.08

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

$4.090

4.279%

17.24

Interim 6.8ct ; Final 10.7ct

M1

FY14 (Dec)

18.9

18.9

$3.130

6.038%

16.56

Interim 7ct ; Final 11.9ct

StarHub

FY14 (Dec)

21.5

20

$3.830

5.222%

17.81

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

Infrastructure

Stock

Period

DPS cts

Mkt

Yield

NAV

Div Breakdown

AusNetServices

2H – Mar15

A4.18 (Gross)

$1.310

6.407%

A$0.82

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

* SPAus DPU in A$. Yield is Calculated Using Latest Exchange Rate (1.004) fm Yahoo

NOTES :

  • Mkt Price is as on 31-Jul-15
  • SGX : Q415 (Jun15) – 16ct ; Q315 (Mar15) – 4ct ; Q215 (Dec14) – 4ct ; Q115 (Sep14) – 4ct
  • SingPost : Q116 (Jun15) – 1.5ct
  • M1 : 1H15 (Jun) – Interim 7ct
  • StarHub : Q115 (Mar) – 5ct
  • 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
  • SMRT : 1H15 (Sep14) – Final 1.75ct ; 1H15 (Mar15) – Interim 1.5ct
  • SPH : 1H15 (Feb) – Interim 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)
  • HLFin : 2H14 (Dec) – 6ct ; 1H14 (Jun) – 4ct
  • StarHub : FY15 Div Guidance – 5ct/Q
  • ComfortDelgro : 2H14 (Dec) –4.5ct ; 1H14 (Jun) –3.75ct
  • SBSTransit : 2H14 (Dec) – 1.05ct ; 1H14 (Jun) – 1.25ct
  • 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

 

June 2015

 

STI = 3317.33 (+37.15 ; -74.78 for the Mth)

Stock

Period

EPS cts

DPS cts

Mkt

Yield

PE

Div Breakdown

Hong Leong Fin

FY14 (Dec)

14.17

10.00

$2.550

3.922%

18.00

Interim 4ct ; Final 6ct

SGX

FY14 (Jun)

30

28

$7.830

3.576%

26.10

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

SingPost

FY15 (Mar)

6.849

6.25

$1.895

3.298%

27.67

Q1, Q2, Q3 1.25ct ; Q4 2.5ct

SPH

FY14 (Aug)

25

21

$4.080

5.147%

16.32

Interim 7ct ; Final 8ct + Special 6ct

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)

17.50

14.0

$3.690

3.794%

21.09

Interim 5ct ; Final 9ct

SIA Engineering

FY15 (Mar)

16.36

14.5

$3.840

3.776%

23.47

Interim 6ct ; Final 8.5ct

ST Engineering

FY14 (Dec)

17.06

15.0

$3.300

4.545%

19.34

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

2.30

$1.800

1.278%

38.96

Interim 1.25ctct ; Final 1.75ct

ComfortDelGro

FY14 (Dec)

13.29

8.25

$3.130

2.636%

23.55

Interim 3.75ct ; Final 4.5ct

SMRT

FY15 (Mar)

6.00

3.25

$1.540

2.110%

25.67

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

$4.210

4.157%

17.74

Interim 6.8ct ; Final 10.7ct

M1

FY14 (Dec)

18.9

18.9

$3.240

5.833%

17.14

Interim 7ct ; Final 11.9ct

StarHub

FY14 (Dec)

21.50

20

$3.950

5.063%

18.37

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

Infrastructure

Stock

Period

DPS cts

Mkt

Yield

NAV

Div Breakdown

AusNetServices

2H – Mar15

A4.18 (Gross)

$1.435

6.014%

A$0.82

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

* SPAus DPU in A$. Yield is Calculated Using Latest Exchange Rate (1.0323) fm Yahoo

NOTES :

  • Mkt Price is as on 30-Jun-15
  • StarHub : Q115 (Mar) – 5ct
  • 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 : Q415 (Mar15) – 2.5ct ; Q315 (Dec14) – 1.25ct ; Q215 (Sep14) – 1.25ct ; Q115 (Jun14) – 1.25ct
  • SIAEC : 2H15 (Mar15) – Final 8.5ct ; 1H15 (Sep14) – Interim 6ct
  • SMRT : 1H15 (Sep14) – Final 1.75ct ; 1H15 (Mar15) – Interim 1.5ct
  • SGX : Q315 (Mar15) – 4ct ; Q215 (Dec14) – 4ct ; Q115 (Sep14) – 4ct
  • SPH : 1H15 (Feb) – Interim 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)
  • HLFin : 2H14 (Dec) – 6ct ; 1H14 (Jun) – 4ct
  • StarHub : FY15 Div Guidance – 5ct/Q
  • M1 : 2H14 (Dec) – Final 11.9ct ; 1H14 (Jun) – Interim 7ct
  • ComfortDelgro : 2H14 (Dec) –4.5ct ; 1H14 (Jun) –3.75ct
  • SBSTransit : 2H14 (Dec) – 1.05ct ; 1H14 (Jun) – 1.25ct
  • 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