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YHI International
16-08-2018, 03:01 PM.
Post: #81
RE: YHI International
(16-08-2018, 09:42 AM)bargainhunter Wrote: the selling seems very strong these last few days at .405 to .415.  given the high possibility that dividends would be increased by at least a little, the potential dividend yield has probably crossed 4%.

I am actually expecting 5% dividends thereabouts. They have historically declared a percentage of NPAT as dividends all along and for the past few years seems to be trending towards 50%. This is inclusive of exceptional items. The 1H NPAT is already 8.375m, to hit $4m in 2H is probable imho and that would drive a 50% payout above 5% dividend at $0.41.

Please do your own due diligence. Any reliance on my posts is at your own risk.

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16-08-2018, 04:49 PM.
Post: #82
RE: YHI International
(16-08-2018, 03:01 PM)Squirrel Wrote:
(16-08-2018, 09:42 AM)bargainhunter Wrote: the selling seems very strong these last few days at .405 to .415.  given the high possibility that dividends would be increased by at least a little, the potential dividend yield has probably crossed 4%.

I am actually expecting 5% dividends thereabouts. They have historically declared a percentage of NPAT as dividends all along and for the past few years seems to be trending towards 50%. This is inclusive of exceptional items. The 1H NPAT is already 8.375m, to hit $4m in 2H is probable imho and that would drive a 50% payout above 5% dividend at $0.41.

oh, just realised that they only need another $3.32m in H2 to hit 4c eps and 2c dividend translating to at least 4.8% yield at $0.415.

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19-09-2018, 09:47 AM.
Post: #83
RE: YHI International
CIMB started covering the name without rating. Just a matter of time before they slap a TP on it?

https://research.sginvestors.io/2018/09/...09-17.html

Please do your own due diligence. Any reliance on my posts is at your own risk.

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25-09-2018, 07:15 PM.
Post: #84
RE: YHI International
(19-09-2018, 09:47 AM)Squirrel Wrote: CIMB started covering the name without rating. Just a matter of time before they slap a TP on it?

https://research.sginvestors.io/2018/09/...09-17.html

I just saw your post and referred to the charts.

amazingly there was totally no reaction and no volume until yesterday when people actually sold at $0.395 lol.  that's how much interest there is for > 50% of the stocks on sgx.

the report seems brief and dared not even hint at potentially lower p/e and higher dividends.

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26-09-2018, 11:02 AM.
Post: #85
RE: YHI International
(25-09-2018, 07:15 PM)bargainhunter Wrote:
(19-09-2018, 09:47 AM)Squirrel Wrote: CIMB started covering the name without rating. Just a matter of time before they slap a TP on it?

https://research.sginvestors.io/2018/09/...09-17.html

I just saw your post and referred to the charts.

amazingly there was totally no reaction and no volume until yesterday when people actually sold at $0.395 lol.  that's how much interest there is for > 50% of the stocks on sgx.

the report seems brief and dared not even hint at potentially lower p/e and higher dividends.

Most value investors themselves treat analyst reports with a pinch of salt, but yet expect others to react to them. It's pretty ironic sometimes.
Probably the key to our attitude towards analyst reports, is the amount of alignment it has towards our own reaction to the stock or its valuation.

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27-09-2018, 07:39 PM.
Post: #86
RE: YHI International
(26-09-2018, 11:02 AM)weijian Wrote:
(25-09-2018, 07:15 PM)bargainhunter Wrote:
(19-09-2018, 09:47 AM)Squirrel Wrote: CIMB started covering the name without rating. Just a matter of time before they slap a TP on it?

https://research.sginvestors.io/2018/09/...09-17.html

I just saw your post and referred to the charts.

amazingly there was totally no reaction and no volume until yesterday when people actually sold at $0.395 lol.  that's how much interest there is for > 50% of the stocks on sgx.

the report seems brief and dared not even hint at potentially lower p/e and higher dividends.

Most value investors themselves treat analyst reports with a pinch of salt, but yet expect others to react to them. It's pretty ironic sometimes.
Probably the key to our attitude towards analyst reports, is the amount of alignment it has towards our own reaction to the stock or its valuation.

Could you contribute more constructive comments with regards to YHI?  What you wrote has nothing to do with this stock.  I remembered you mentioned before not to write posts which are irrelevant to the stock.  Perhaps you might want to start a new thread:  Attitude/Alignment/Reaction to analyst reports.

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