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10-04 09:06

It also could be a Mask to tell the retail investors that the share price is low and to entice retail investors to buy shares now !

Wilmar International Insiders Placed Bullish Bets Worth US$45.4m

09-27

$Top Glove(BVA.SI)$ for director's acquisition of shares during closed period and SGX reporting of director's shares acquisition, the data given is not enough ! It didn't mention how the shares were acquired, whether through a married deal or through the open market and at what price? Why this data is not given in the reporting ?

09-26

$Venture(V03.SI)$ go go Venture all the way !!

09-12

So isn't normal for planes to encounter engine problems !!

Passengers on SIA flight from Hong Kong to S’pore stuck on tarmac for four hours due to technical fault

09-12

So myopic ! Dont understand the Singtel strategy going forward! Misleading others !!!

These Return Metrics Don't Make Singapore Telecommunications (SGX:Z74) Look Too Strong

09-12

Crypto till you are doomed !

09-11

Banks are not dumb to solely depend on NIM.

Imminent Interest Rate Cut: Is It Time to Sell Singapore Banks?

09-11

Your thesis is very contradicting!

Imminent Interest Rate Cut: Is It Time to Sell Singapore Banks?

09-11

REITS it's suicide to invest in !!

Imminent Interest Rate Cut: Is It Time to Sell Singapore Banks?

09-10

Delgro is up ! So your past history or data is no longer applicable

Investors in ComfortDelGro (SGX:C52) have unfortunately lost 27% over the last five years

09-05

Wrong again !!!

ComfortDelGro (SGX:C52) May Have Issues Allocating Its Capital

09-03

Let's get rid of Hindenburg by supporting SMCI

08-28

$SUPER MICRO COMPUTER INC(SMCI)$ Hindenburg is not reliable !! In their mind , they are out to make money only !!

08-27

Do you think Venture CEO/CFO is crazy to pay a dividend if it's not sustainable???

Venture Corporation Limited (SGX:V03) Will Pay A S$0.25 Dividend In Three Days

08-22

Simply Wall st (Simply meaning ??? Anyhow I think )

Sorry, the original content has been removed

08-22

Look at OCBC investment research notes !!

Sorry, the original content has been removed

08-22

At least they don't lose money and also pays a dividend! How could they be worst off ???

Wilmar International's (SGX:F34) Anemic Earnings Might Be Worse Than You Think

08-15

Doesn't how any water !!!

Wilmar International (SGX:F34) Has A Somewhat Strained Balance Sheet

08-09

Will see

Micron: Inflection Point Has Finally Arrived (Rating Upgrade)

08-06

Magic wand of yours will not work

Singapore Airlines' Profit Likely to Cool -- Market Talk

Go to Tiger App to see more news

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also could be a Mask to tell the retail investors that the share price is low and to entice retail investors to buy shares now !","listText":"It also could be a Mask to tell the retail investors that the share price is low and to entice retail investors to buy shares now !","text":"It also could be a Mask to tell the retail investors that the share price is low and to entice retail investors to buy shares now !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356329611858320","repostId":"2472782766","repostType":2,"repost":{"id":"2472782766","pubTimestamp":1727992906,"share":"https://ttm.financial/m/news/2472782766?lang=&edition=fundamental","pubTime":"2024-10-04 06:01","market":"sg","language":"en","title":"Wilmar International Insiders Placed Bullish Bets Worth US$45.4m","url":"https://stock-news.laohu8.com/highlight/detail?id=2472782766","media":"Simply Wall St.","summary":"Over the last year, a good number of insiders have significantly increased their holdings in Wilmar International...","content":"<html><body><div><p> Over the last year, a good number of insiders have significantly increased their holdings in <strong>Wilmar International Limited</strong> (SGX:F34). This is encouraging because it indicates that insiders are more optimistic about the company's prospects.     </p><p> Although we don't think shareholders should simply follow insider transactions,  logic dictates you should pay some attention to whether insiders are buying or selling shares. </p> <p><span> View our latest analysis for Wilmar International </span></p><h2> The Last 12 Months Of Insider Transactions At Wilmar International </h2> <p> The Co-Founder Khoon Hong Kuok made the biggest insider purchase in the last 12 months. That single transaction was for S$10m worth of shares at a price of S$3.23 each.    That implies that an insider found the current price of S$3.29 per share to be enticing.  While their view may have changed since the purchase was made, this does at least suggest they have had confidence in the company's future.  While we always like to see insider buying, it's less meaningful if the purchases were made at much lower prices, as the opportunity they saw may have passed.   In this case we're pleased to report that the insider purchases were made at close to current prices.     </p> <p> Happily, we note that in the last year insiders paid S$45m for 13.73m shares.  On the other hand they divested 476.00k shares, for S$1.7m.     In total, Wilmar International insiders bought more than they sold over the last year.    You can see a visual depiction of insider transactions (by companies and individuals) over the last 12 months, below.  If you click on the chart, you can see all the individual transactions, including the share price, individual, and the date! </p><figure><img height=\"420\" loading=\"lazy\" src=\"https://images.simplywall.st/asset/chart/5467851-insider-trading-volume-1-dark/1727992903408\" width=\"821\"/><figcaption>SGX:F34 Insider Trading Volume October 3rd 2024</figcaption></figure><p> There are always plenty of stocks that insiders are buying. If investing in lesser known companies is your style, you could take a look at this <strong>free</strong> list of companies. (Hint: insiders have been buying them). </p> <h2> Insiders At Wilmar International Have Bought Stock Recently  </h2><p> It's good to see that Wilmar International insiders have made notable investments in the company's shares.    Co-Founder  Khoon Hong Kuok spent S$1.6m on stock, and there wasn't any selling.   That shows some optimism about the company's future.   </p> <h2> Insider Ownership </h2><p> Another way to test the alignment between the leaders of a company and other shareholders is to look at how many shares they own.  I reckon it's a good sign if insiders own a significant number of shares in the company.   Wilmar International insiders own 7.1% of the company, currently worth about S$1.4b based on the recent share price.  I like to see this level of insider ownership, because it increases the chances that management are thinking about the best interests of shareholders.  </p><h2> What Might The Insider Transactions At Wilmar International Tell Us? </h2><p> It is good to see the recent insider purchase.    And the longer term insider transactions also give us confidence.    Along with the high insider ownership, this analysis suggests that insiders are quite bullish about Wilmar International.  That's what I like to see!      So while it's helpful to know what insiders are doing in terms of buying or selling, it's also helpful to know the risks that a particular company is facing.    Every company has risks, and we've spotted <strong>2 warning signs for Wilmar International</strong> (of which 1 makes us a bit uncomfortable!) you should know about.   </p><p> Of course <strong>Wilmar International may not be the best stock to buy</strong>. So you may wish to see this <strong>free</strong> collection of high quality companies. </p><p><em>For the purposes of this article, insiders are those individuals who report their transactions to the relevant regulatory body. We currently account for open market transactions and private dispositions of direct interests only, but not derivative transactions or indirect interests.</em></p><div><h3>Valuation is complex, but we're here to simplify it.</h3><p>Discover if Wilmar International might be undervalued or overvalued with our detailed analysis, featuring <strong>fair value estimates, potential risks, dividends, insider trades, and its financial condition.</strong></p>Access Free Analysis</div><p><strong>Have feedback on this article? Concerned about the content?</strong> <strong>Get in touch</strong><strong> with us directly.</strong><i> Alternatively, email editorial-team (at) simplywallst.com.</i><i>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</i></p></div></body></html>","source":"simplywall_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wilmar International Insiders Placed Bullish Bets Worth US$45.4m</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWilmar International Insiders Placed Bullish Bets Worth US$45.4m\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-04 06:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/sg/food-beverage-tobacco/sgx-f34/wilmar-international-shares/news/wilmar-international-insiders-placed-bullish-bets-worth-us45><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Over the last year, a good number of insiders have significantly increased their holdings in Wilmar International Limited (SGX:F34). This is encouraging because it indicates that insiders are more ...</p>\n\n<a href=\"https://simplywall.st/stocks/sg/food-beverage-tobacco/sgx-f34/wilmar-international-shares/news/wilmar-international-insiders-placed-bullish-bets-worth-us45\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.simplywall.st/asset/industry/5121000-choice2-main-header/1585186862101","relate_stocks":{"SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","BK6095":"农产品","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","SG9999002406.SGD":"利安新加坡信托基金","SG9999006597.SGD":"United China-India Dynamic Growth SGD","SG9999013478.USD":"利安新加坡股息基金","SG9999014302.SGD":"RHB Singapore Income Fund SGD","BK6509":"食品和饮料股","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","SG9999000343.SGD":"Schroder Singapore Trust A Dis SGD","F34.SI":"丰益国际","SG9999016042.SGD":"Schroder Singapore Trust A Acc SGD","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD"},"source_url":"https://simplywall.st/stocks/sg/food-beverage-tobacco/sgx-f34/wilmar-international-shares/news/wilmar-international-insiders-placed-bullish-bets-worth-us45","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2472782766","content_text":"Over the last year, a good number of insiders have significantly increased their holdings in Wilmar International Limited (SGX:F34). This is encouraging because it indicates that insiders are more optimistic about the company's prospects.      Although we don't think shareholders should simply follow insider transactions,  logic dictates you should pay some attention to whether insiders are buying or selling shares.   View our latest analysis for Wilmar International  The Last 12 Months Of Insider Transactions At Wilmar International   The Co-Founder Khoon Hong Kuok made the biggest insider purchase in the last 12 months. That single transaction was for S$10m worth of shares at a price of S$3.23 each.    That implies that an insider found the current price of S$3.29 per share to be enticing.  While their view may have changed since the purchase was made, this does at least suggest they have had confidence in the company's future.  While we always like to see insider buying, it's less meaningful if the purchases were made at much lower prices, as the opportunity they saw may have passed.   In this case we're pleased to report that the insider purchases were made at close to current prices.       Happily, we note that in the last year insiders paid S$45m for 13.73m shares.  On the other hand they divested 476.00k shares, for S$1.7m.     In total, Wilmar International insiders bought more than they sold over the last year.    You can see a visual depiction of insider transactions (by companies and individuals) over the last 12 months, below.  If you click on the chart, you can see all the individual transactions, including the share price, individual, and the date! SGX:F34 Insider Trading Volume October 3rd 2024 There are always plenty of stocks that insiders are buying. If investing in lesser known companies is your style, you could take a look at this free list of companies. (Hint: insiders have been buying them).   Insiders At Wilmar International Have Bought Stock Recently   It's good to see that Wilmar International insiders have made notable investments in the company's shares.    Co-Founder  Khoon Hong Kuok spent S$1.6m on stock, and there wasn't any selling.   That shows some optimism about the company's future.     Insider Ownership  Another way to test the alignment between the leaders of a company and other shareholders is to look at how many shares they own.  I reckon it's a good sign if insiders own a significant number of shares in the company.   Wilmar International insiders own 7.1% of the company, currently worth about S$1.4b based on the recent share price.  I like to see this level of insider ownership, because it increases the chances that management are thinking about the best interests of shareholders.   What Might The Insider Transactions At Wilmar International Tell Us?  It is good to see the recent insider purchase.    And the longer term insider transactions also give us confidence.    Along with the high insider ownership, this analysis suggests that insiders are quite bullish about Wilmar International.  That's what I like to see!      So while it's helpful to know what insiders are doing in terms of buying or selling, it's also helpful to know the risks that a particular company is facing.    Every company has risks, and we've spotted 2 warning signs for Wilmar International (of which 1 makes us a bit uncomfortable!) you should know about.    Of course Wilmar International may not be the best stock to buy. So you may wish to see this free collection of high quality companies. For the purposes of this article, insiders are those individuals who report their transactions to the relevant regulatory body. We currently account for open market transactions and private dispositions of direct interests only, but not derivative transactions or indirect interests.Valuation is complex, but we're here to simplify it.Discover if Wilmar International might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353739509604384,"gmtCreate":1727400327151,"gmtModify":1727400330917,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BVA.SI\">$Top Glove(BVA.SI)$&nbsp;</a> for director's acquisition of shares during closed period and SGX reporting of director's shares acquisition, the data given is not enough ! It didn't mention how the shares were acquired, whether through a married deal or through the open market and at what price? Why this data is not given in the reporting ?","listText":"<a href=\"https://ttm.financial/S/BVA.SI\">$Top Glove(BVA.SI)$&nbsp;</a> for director's acquisition of shares during closed period and SGX reporting of director's shares acquisition, the data given is not enough ! It didn't mention how the shares were acquired, whether through a married deal or through the open market and at what price? Why this data is not given in the reporting ?","text":"$Top Glove(BVA.SI)$ for director's acquisition of shares during closed period and SGX reporting of director's shares acquisition, the data given is not enough ! It didn't mention how the shares were acquired, whether through a married deal or through the open market and at what price? Why this data is not given in the reporting ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353739509604384","isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353494841782528,"gmtCreate":1727339316516,"gmtModify":1727339320128,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/V03.SI\">$Venture(V03.SI)$&nbsp;</a> go go Venture all the way !!","listText":"<a href=\"https://ttm.financial/S/V03.SI\">$Venture(V03.SI)$&nbsp;</a> go go Venture all the way !!","text":"$Venture(V03.SI)$ go go Venture all the way !!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353494841782528","isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348431516434712,"gmtCreate":1726108858376,"gmtModify":1726108862191,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"So isn't normal for planes to encounter engine problems !!","listText":"So isn't normal for planes to encounter engine problems !!","text":"So isn't normal for planes to encounter engine problems !!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348431516434712","repostId":"2466492257","repostType":2,"repost":{"id":"2466492257","pubTimestamp":1726002000,"share":"https://ttm.financial/m/news/2466492257?lang=&edition=fundamental","pubTime":"2024-09-11 05:00","market":"sg","language":"en","title":"Passengers on SIA flight from Hong Kong to S’pore stuck on tarmac for four hours due to technical fault","url":"https://stock-news.laohu8.com/highlight/detail?id=2466492257","media":"The Straits Times","summary":"SINGAPORE -Passengers on board a Singapore Airlines flight were stuck in the plane for about four hours on the tarmac of a Hong Kong airport on Sept 10 after it was grounded because of a technical issue.Flight SQ893 was slated to take off at 3.40pm from Hong Kong International Airport for Singapore. Passengers disembarked from the plane at about 8pm, and the flight was eventually cancelled.Ms Tan, a 59-year-old passenger who declined to give her full name, said the captain had informed the passengers earlier in the afternoon that there was an issue with the plane, and that engineers would be conducting further checks.She added that her fellow passengers stayed calm while they waited in the plane, although there was a brief moment when the lights and air-conditioning went out and made the cabin to feel “warm and stuffy”.In the meantime, they were given juice and water, she added.At about 7.30pm, the passengers were informed that the flight was cancelled, and disembarkation began soon af","content":"<div>\n<p>SINGAPORE - Passengers on board a Singapore Airlines flight were stuck in the plane for about four hours on the tarmac of a Hong Kong airport on Sept 10 after it was grounded because of a technical ...</p>\n\n<a href=\"https://www.straitstimes.com/singapore/transport/passengers-on-sia-flight-from-hong-kong-to-s-pore-stuck-on-tarmac-for-four-hours-due-to-technical-fault\">Web Link</a>\n\n</div>\n","source":"straits_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Passengers on SIA flight from Hong Kong to S’pore stuck on tarmac for four hours due to technical fault</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPassengers on SIA flight from Hong Kong to S’pore stuck on tarmac for four hours due to technical fault\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-11 05:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.straitstimes.com/singapore/transport/passengers-on-sia-flight-from-hong-kong-to-s-pore-stuck-on-tarmac-for-four-hours-due-to-technical-fault><strong>The Straits Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SINGAPORE - Passengers on board a Singapore Airlines flight were stuck in the plane for about four hours on the tarmac of a Hong Kong airport on Sept 10 after it was grounded because of a technical ...</p>\n\n<a href=\"https://www.straitstimes.com/singapore/transport/passengers-on-sia-flight-from-hong-kong-to-s-pore-stuck-on-tarmac-for-four-hours-due-to-technical-fault\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C6L.SI":"新加坡航空公司","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","BK6523":"ESG概念","BK6519":"运输股","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","SG9999013478.USD":"利安新加坡股息基金","SG9999001127.SGD":"United Singapore Growth Fund SGD","BK6003":"航空公司","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A"},"source_url":"https://www.straitstimes.com/singapore/transport/passengers-on-sia-flight-from-hong-kong-to-s-pore-stuck-on-tarmac-for-four-hours-due-to-technical-fault","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466492257","content_text":"SINGAPORE - Passengers on board a Singapore Airlines flight were stuck in the plane for about four hours on the tarmac of a Hong Kong airport on Sept 10 after it was grounded because of a technical issue.\nFlight SQ893 was slated to take off at 3.40pm from Hong Kong International Airport for Singapore. Passengers disembarked from the plane at about 8pm, and the flight was eventually cancelled.\nMs Tan, a 59-year-old passenger who declined to give her full name, said the captain had informed the passengers earlier in the afternoon that there was an issue with the plane, and that engineers would be conducting further checks. \n\n\n\nShe added that her fellow passengers stayed calm while they waited in the plane, although there was a brief moment when the lights and air-conditioning went out and made the cabin to feel “warm and stuffy”.\nIn the meantime, they were given juice and water, she added.\nAt about 7.30pm, the passengers were informed that the flight was cancelled, and disembarkation began soon after, she said.\n\n\n\nMs Tan said she was later booked a seat on a Cathay Pacific flight scheduled to depart for Singapore at 1.40am.\n\n“I’m just looking forward to getting home,” she added.\nIn response to queries, an SIA spokesman said Flight SQ893 had encountered a technical issue on the ground, which persisted despite numerous attempts by ground engineers to fix it.\nThe flight was then cancelled, and all customers and crew disembarked from the aircraft normally, he added.\nHe said: “SIA will assist to re-acommodate affected customers on alternative flights. SIA sincerely apologises for the inconvenience caused.\n“The safety of our customers and crew is always our top priority.”\n\n\n\n\n\nMore On This Topic\n\n \n\nScoot flight to S’pore diverted to Adelaide due to technical fault  \n\n\n\n \n\n7 injured, including 1 hospitalised, as Singapore-Guangzhou Scoot flight hits turbulence","news_type":1},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348580130148608,"gmtCreate":1726108706274,"gmtModify":1726108709829,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"So myopic ! Dont understand the Singtel strategy going forward! Misleading others !!!","listText":"So myopic ! Dont understand the Singtel strategy going forward! Misleading others !!!","text":"So myopic ! Dont understand the Singtel strategy going forward! Misleading others !!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348580130148608","repostId":"2466826774","repostType":2,"repost":{"id":"2466826774","pubTimestamp":1726096749,"share":"https://ttm.financial/m/news/2466826774?lang=&edition=fundamental","pubTime":"2024-09-12 07:19","market":"us","language":"en","title":"These Return Metrics Don't Make Singapore Telecommunications (SGX:Z74) Look Too Strong","url":"https://stock-news.laohu8.com/highlight/detail?id=2466826774","media":"Simply Wall St.","summary":"Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase?A business that's potentially in decline often shows two trends, a return on capital employed  that's declining, and a base of capital employed that's also declining. This indicates to us that the business is not only shrinking the size of its net assets, but its returns are falling as well. And from a first read, things don't look too good at Singapore Telecommunications , so let's see why.Just to clarify if you're unsure, ROCE is a metric for evaluating how much pre-tax income  a company earns on the capital invested in its business. To calculate this metric for Singapore Telecommunications, this is the formula:. Return on Capital Employed = Earnings Before Interest and Tax  ÷ . So, Singapore Telecommunications has an ROCE of 3.2%.  In absolute terms, that's a low return and it also under-performs the Telecom industry average of 12%.If you want to know some of the ri","content":"<html><body><p>Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase? A business that's potentially in decline often shows two trends, a <em>return</em> on capital employed (ROCE) that's declining, and a <em>base</em> of capital employed that's also declining. This indicates to us that the business is not only shrinking the size of its net assets, but its returns are falling as well. And from a first read, things don't look too good at <strong>Singapore Telecommunications</strong> (SGX:Z74), so let's see why. </p>\n<h2> Understanding Return On Capital Employed (ROCE) </h2>\n<p> Just to clarify if you're unsure, ROCE is a metric for evaluating how much pre-tax income (in percentage terms) a company earns on the capital invested in its business. To calculate this metric for Singapore Telecommunications, this is the formula: </p>\n<p> <strong>Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (Total Assets - Current Liabilities)</strong> </p>\n<p>0.032 = S$1.2b ÷ (S$46b - S$7.6b) <em>(Based on the trailing twelve months to June 2024)</em>.</p>\n<p> So, <strong>Singapore Telecommunications has an ROCE of 3.2%. </strong> In absolute terms, that's a low return and it also under-performs the Telecom industry average of 12%. </p>\n<p><span> View our latest analysis for Singapore Telecommunications </span></p>\n<figure>\n<img height=\"316\" src=\"https://s.yimg.com/uu/api/res/1.2/z_z_Z6XKZ1dyHVI1uuOtxQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/simply_wall_st__316/7232b4445bcef090cea8e0edab428ac8\" width=\"333\"/>\n<figcaption>\n  SGX:Z74 Return on Capital Employed September 11th 2024\n </figcaption>\n</figure>\n<p> Above you can see how the current ROCE for Singapore Telecommunications compares to its prior returns on capital, but there's only so much you can tell from the past. If you'd like, you can check out the forecasts from the analysts covering Singapore Telecommunications  for <strong>free.</strong> </p>\n<h2> What Can We Tell From Singapore Telecommunications' ROCE Trend? </h2>\n<p> In terms of Singapore Telecommunications' historical ROCE movements, the trend doesn't inspire confidence. To be more specific, the ROCE was 5.9% five years ago, but since then it has dropped noticeably. And on the capital employed front, the business is utilizing roughly the same amount of capital as it was back then. This combination can be indicative of a mature business that still has areas to deploy capital, but the returns received aren't as high due potentially to new competition or smaller margins. So because these trends aren't typically conducive to creating a multi-bagger, we wouldn't hold our breath on Singapore Telecommunications becoming one if things continue as they have. </p>\n<h2> Our Take On Singapore Telecommunications' ROCE </h2>\n<p> In the end, the trend of lower returns on the same amount of capital isn't typically an indication that we're looking at a growth stock. Despite the concerning underlying trends, the stock has actually gained 28% over the last five years, so it might be that the investors are expecting the trends to reverse. Either way, we aren't huge fans of the current trends and so with that we think you might find better investments elsewhere. </p>\n<p> If you want to know some of the risks facing Singapore Telecommunications we've found <strong>3 warning signs</strong> (1 is a bit concerning!) that you should be aware of before investing here. </p>\n<p> While Singapore Telecommunications isn't earning the highest return, check out this <strong>free</strong> list of companies that are earning high returns on equity with solid balance sheets. </p>\n<p><strong>Have feedback on this article? Concerned about the content?</strong> <strong>Get in touch</strong><strong> with us directly.</strong><i> Alternatively, email editorial-team (at) simplywallst.com.</i><br/><br/><i>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</i><br/><br/></p></body></html>","source":"yahoofinance_sg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These Return Metrics Don't Make Singapore Telecommunications (SGX:Z74) Look Too Strong</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese Return Metrics Don't Make Singapore Telecommunications (SGX:Z74) Look Too Strong\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-12 07:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/return-metrics-dont-singapore-telecommunications-231909953.html><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase? A business that's potentially in decline often shows two trends, a return on ...</p>\n\n<a href=\"https://finance.yahoo.com/news/return-metrics-dont-singapore-telecommunications-231909953.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/0nsVXsvG.Tt3UiiQ2sOSxw--~B/aD00MzI7dz0xMTk0O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/simply_wall_st__316/108ada150a7a651de3e55ce1aed2a7ac","relate_stocks":{"EBIT":"Harbor AlphaEdge Small Cap Earners ETF","Z74.SI":"新电信","BK6035":"综合电信业务","SG9999014302.SGD":"RHB Singapore Income Fund SGD","Z77.SI":"SINGTEL 10"},"source_url":"https://finance.yahoo.com/news/return-metrics-dont-singapore-telecommunications-231909953.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466826774","content_text":"Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase? A business that's potentially in decline often shows two trends, a return on capital employed (ROCE) that's declining, and a base of capital employed that's also declining. This indicates to us that the business is not only shrinking the size of its net assets, but its returns are falling as well. And from a first read, things don't look too good at Singapore Telecommunications (SGX:Z74), so let's see why. \n Understanding Return On Capital Employed (ROCE) \n Just to clarify if you're unsure, ROCE is a metric for evaluating how much pre-tax income (in percentage terms) a company earns on the capital invested in its business. To calculate this metric for Singapore Telecommunications, this is the formula: \n Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (Total Assets - Current Liabilities) \n0.032 = S$1.2b ÷ (S$46b - S$7.6b) (Based on the trailing twelve months to June 2024).\n So, Singapore Telecommunications has an ROCE of 3.2%.  In absolute terms, that's a low return and it also under-performs the Telecom industry average of 12%. \n View our latest analysis for Singapore Telecommunications \n\n\n\n  SGX:Z74 Return on Capital Employed September 11th 2024\n \n\n Above you can see how the current ROCE for Singapore Telecommunications compares to its prior returns on capital, but there's only so much you can tell from the past. If you'd like, you can check out the forecasts from the analysts covering Singapore Telecommunications  for free. \n What Can We Tell From Singapore Telecommunications' ROCE Trend? \n In terms of Singapore Telecommunications' historical ROCE movements, the trend doesn't inspire confidence. To be more specific, the ROCE was 5.9% five years ago, but since then it has dropped noticeably. And on the capital employed front, the business is utilizing roughly the same amount of capital as it was back then. This combination can be indicative of a mature business that still has areas to deploy capital, but the returns received aren't as high due potentially to new competition or smaller margins. So because these trends aren't typically conducive to creating a multi-bagger, we wouldn't hold our breath on Singapore Telecommunications becoming one if things continue as they have. \n Our Take On Singapore Telecommunications' ROCE \n In the end, the trend of lower returns on the same amount of capital isn't typically an indication that we're looking at a growth stock. Despite the concerning underlying trends, the stock has actually gained 28% over the last five years, so it might be that the investors are expecting the trends to reverse. Either way, we aren't huge fans of the current trends and so with that we think you might find better investments elsewhere. \n If you want to know some of the risks facing Singapore Telecommunications we've found 3 warning signs (1 is a bit concerning!) that you should be aware of before investing here. \n While Singapore Telecommunications isn't earning the highest return, check out this free list of companies that are earning high returns on equity with solid balance sheets. \nHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.","news_type":1},"isVote":1,"tweetType":1,"viewCount":6,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348392340443424,"gmtCreate":1726099293946,"gmtModify":1726099297722,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"Crypto till you are doomed !&nbsp;","listText":"Crypto till you are doomed !&nbsp;","text":"Crypto till you are doomed !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348392340443424","isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348273471602752,"gmtCreate":1726033845625,"gmtModify":1726035924025,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"Banks are not dumb to solely depend on NIM.","listText":"Banks are not dumb to solely depend on NIM.","text":"Banks are not dumb to solely depend on NIM.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348273471602752","repostId":"2466428633","repostType":2,"repost":{"id":"2466428633","pubTimestamp":1726027200,"share":"https://ttm.financial/m/news/2466428633?lang=&edition=fundamental","pubTime":"2024-09-11 12:00","market":"us","language":"en","title":"Imminent Interest Rate Cut: Is It Time to Sell Singapore Banks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2466428633","media":"The Smart Investor","summary":"With the imminent rate cut, can Singapore banks sustain their dividends?","content":"<html><body><p>[<article>\n<div>\n<div>\n<div>\n<span>Share</span>\n<div>\n<i></i>\n<span>Facebook</span>\n<i></i>\n<span>Twitter</span>\n<i></i>\n<span>LinkedIn</span>\n<i></i>\n<span>Email</span>\n<i></i>\n<span>WhatsApp</span>\n</div>\n</div>\n</div>\n<div>\n<div></div>\n<blockquote>\n<p><em>“The time has come for policy to adjust. The direction of travel is clear, and the timing and pace of rate cuts will depend on incoming data, the evolving outlook, and the balance of risks.”</em></p>\n<p><em>— Jerome H. Powell, 2024 Speech at “Reassessing the Effectiveness and Transmission of Monetary Policy</em></p>\n</blockquote>\n<p>The US Federal Reserve Chairman’s speech two weeks ago sent a strong signal that the US central bank will likely cut interest rates in the near future.</p>\n<p>As income investors, we are naturally concerned about the potential impact of rate cuts on our recurring dividends. </p>\n<p>Banks have benefited from rising interest rates in recent years, but the question remains as to whether they can sustain their dividends in a lower interest rate environment.</p>\n<p>Or perhaps it’s time to put some money in the beleaguered REITs sector as REITs are likely to benefit from lower interest rates going forward?</p>\n<h2><strong>Singapore banks are likely to remain resilient in the near future</strong></h2>\n<p>Whether Singapore’s three major banks <strong>DBS Group</strong> (SGX: D05), <strong>OCBC Ltd </strong>(SGX: O39), and <strong>United Overseas Bank Ltd</strong><strong> </strong>(SGX: U11) can sustain their dividends largely depends on whether they can maintain or grow their income.</p>\n<p>Broadly speaking, banks have two main sources of income: net interest income (NII) and non-interest income (Non-II).</p>\n<p>If rate cuts do indeed occur in the coming months, it is likely that banks’ net interest margin (NIM) will fall from their current levels. </p>\n<p>NII could decline as a result. </p>\n<p>But what does that mean?</p>\n<p>Let me use an analogy. </p>\n<p>Imagine this: there’s a container A filled with 50-cent coins and a larger container B filled with 20-cent coins.</p>\n<p>Which container would have a higher amount of money?</p>\n<p>You got it. </p>\n<p>The answer depends on how much larger container B is.</p>\n<p>Similarly, whether NII will drop with a declining NIM depends on how much more the bank can grow its loans.</p>\n<p>The table below which summarises the latest results from the three banks clearly shows that there is no definitive relationship between NIM and NII. </p>\n<figure><img decoding=\"async\" src=\"https://lh7-rt.googleusercontent.com/docsz/AD_4nXetxx5cbkDUr590mCEXkb100ypkGgkyWK2I6g3cbvOhnZ4gZLZfz4dXGup1w_SAqTG1rDAn__OY9EVNiGN4rUc4kpVZTKZbB4k8GJ-jfHv-_--s5l2QpX4l9WAz8m9UFkgxxSU6TT2NG2pR6nB0rP9mKCco?key=AmnyDgU06Y2iCO21Gqt3RA\"/></figure>\n<p>Source: DBS, OCBC, UOB 1H2024 results, compiled by the author</p>\n<p>For 1H2024, UOB’s NII declined in tandem with its NIM but DBS was able to increase its NII with no change in its NIM.</p>\n<p>Similarly, despite the drop in OCBC’s NIM, the bank was able to increase its NII.</p>\n<p>Back to the analogy. </p>\n<p>What if container B is now filled with 10-cent coins instead? Which container would have a higher amount of money now?</p>\n<p>While it still depends on how much larger container B is, we can agree that it now needs to be very much bigger than container A to hold a higher amount of money.</p><div></div>\n<p>Hence, if the decline in NIM is too steep, the loan growth may not be enough to mitigate the impact. </p>\n<p>Beyond NII, the three banks have expanded their Non-II.</p>\n<p>For 1H2024, DBS and OCBC grew their Non-II year-on-year by double digits. </p>\n<p>Meanwhile, UOB’s  Non-II growth was muted for the period above, but the CEO has guided a double-digit fee growth for the full year.</p>\n<p>What does the above tell you? </p>\n<p>While the future interest rate environment remains uncertain, Singapore banks have demonstrated a strong track record of dividend sustainability. </p>\n<p>Except for 2020, when the Monetary Authority of Singapore called on the banks to cap their dividends, the trio have maintained or increased their dividends over the past decade.</p>\n<p>Therefore, barring any unforeseen circumstances, the three Singapore banks are likely to continue to pay out steady, if not growing, dividends.</p>\n<h2><strong>What about Singapore REITs? Will they benefit from the lower rate?</strong></h2>\n<p>Rising interest rates may be a headwind for banks, but the REITs sector is poised to gain from lower interest rates. </p>\n<p>If interest rates come down, REITs will benefit from lower borrowing costs, which can improve their profitability and ability to acquire accretive assets. </p>\n<p>However, unlike Singapore banks, the REIT sector is more diverse. </p>\n<p>Hence, the impact will vary depending on individual REITs’ debt structures, property types, and geographic exposure.</p>\n<p>For instance, REITs with a higher proportion of floating-rate debt will likely experience a more significant and immediate positive impact from a rate cut. </p>\n<p>For some REITs, the lower interest rates may still exceed the prevailing rates of their existing debt that require refinancing. </p>\n<p>Hence, their average borrowing costs may continue to increase in the near term.</p>\n<p>Furthermore, if the demand for properties within specific sectors and geographic regions is weak, the positive effects of lower rates may come to nought.</p>\n<p>Above all, REITs with strong fundamentals, such as those that have weathered the recent downturns or possess strong sponsors, are better positioned to capitalise on lower interest rates and achieve stronger financial performance over the long term.</p>\n<h2><strong>Get Smart: Invest in well-managed businesses</strong></h2>\n<p>While interest rates can certainly influence the performance of banks and REITs, it is essential to remember that interest rates are just one factor among many.</p>\n<p>Instead of fretting over interest rate movements, focus on investing in businesses with strong financial health, competitive advantages, and experienced leadership.</p>\n<p>The goal is to invest in companies that are capable of generating sustainable returns over time, and not just react to short-term interest rate movements.</p>\n<p>Dive into the future of technology with our newest FREE report, “The Rise of Titans.” Discover how the big 7 US tech stocks can be your ticket to huge long-term gains. Download your copy today and see how easy it is to supercharge your portfolio.</p>\n<p>Follow us on Facebook and Telegram for the latest investing news and analyses!</p>\n<p><em>Disclosure: Chan Kin Chuah owns shares of DBS, OCBC and UOB.</em></p>\n<div></div>\n</div>\n</div>\n<div>Yahoo</div>\n</article>]</p></body></html>","source":"thesmartinvestor_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Imminent Interest Rate Cut: Is It Time to Sell Singapore Banks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nImminent Interest Rate Cut: Is It Time to Sell Singapore Banks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-11 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/imminent-interest-rate-cut-is-it-time-to-sell-singapore-banks/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>[\n\n\n\nShare\n\n\nFacebook\n\nTwitter\n\nLinkedIn\n\nEmail\n\nWhatsApp\n\n\n\n\n\n\n“The time has come for policy to adjust. The direction of travel is clear, and the timing and pace of rate cuts will depend on incoming ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/imminent-interest-rate-cut-is-it-time-to-sell-singapore-banks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://thesmartinvestor.com.sg/wp-content/uploads/2023/06/Singapore-Banks-ATM-Picture-300x225.jpg","relate_stocks":{"LU1504937902.USD":"CT (LUX) I ASIAN EQUITY INCOME \"DUP\" (EUR) INC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","BK6112":"综合性银行","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","SG9999001127.SGD":"United Singapore Growth Fund SGD","LU0886674414.USD":"CT (LUX) I ASIAN EQUITY INCOME \"AUP\" (USD) INC","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","SG9999002620.SGD":"LionGlobal South East Asia SGD","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","D05.SI":"星展集团控股","LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","BK6516":"银行与投资服务概念","CFA":"VictoryShares US 500 Volatility Wtd ETF","U11.SI":"大华银行","NIM":"纽文精选市政基金","LU0326948709.USD":"SCHRODER ISF ASIAN TOTAL RETURN \"A\" (USD) ACC","IE00B0169L03.USD":"FSSA ASIA FOCUS FUND \"I\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK6523":"ESG概念","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","IE0009570106.USD":"FSSA ASIA OPPORTUNITIES \"I\" (USD) ACC","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","O39.SI":"华侨银行","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","LU0096374516.USD":"CT (LUX) I ASIA EQUITY INCOME \"DU\" (USD) ACC","SG9999001689.USD":"施罗德亚洲成长股票","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","IE0008368411.USD":"FSSA ASIAN GROWTH \"I\" (USD) ACC","LU0261947096.USD":"FIDELITY FUNDS  SUSTAINABLE ASIA EQUITY \"A\" (USD) ACC","LU0061477393.USD":"CT (LUX) I ASIA EQUITY INCOME \"AU\" (USD) ACC","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","IE00B031HW06.USD":"FSSA ASIAN GROWTH \"I\" (USD) INC","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","CFA.SI":"NikkoAM-STC Asia REIT"},"source_url":"https://thesmartinvestor.com.sg/imminent-interest-rate-cut-is-it-time-to-sell-singapore-banks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466428633","content_text":"[\n\n\n\nShare\n\n\nFacebook\n\nTwitter\n\nLinkedIn\n\nEmail\n\nWhatsApp\n\n\n\n\n\n\n“The time has come for policy to adjust. The direction of travel is clear, and the timing and pace of rate cuts will depend on incoming data, the evolving outlook, and the balance of risks.”\n— Jerome H. Powell, 2024 Speech at “Reassessing the Effectiveness and Transmission of Monetary Policy\n\nThe US Federal Reserve Chairman’s speech two weeks ago sent a strong signal that the US central bank will likely cut interest rates in the near future.\nAs income investors, we are naturally concerned about the potential impact of rate cuts on our recurring dividends. \nBanks have benefited from rising interest rates in recent years, but the question remains as to whether they can sustain their dividends in a lower interest rate environment.\nOr perhaps it’s time to put some money in the beleaguered REITs sector as REITs are likely to benefit from lower interest rates going forward?\nSingapore banks are likely to remain resilient in the near future\nWhether Singapore’s three major banks DBS Group (SGX: D05), OCBC Ltd (SGX: O39), and United Overseas Bank Ltd (SGX: U11) can sustain their dividends largely depends on whether they can maintain or grow their income.\nBroadly speaking, banks have two main sources of income: net interest income (NII) and non-interest income (Non-II).\nIf rate cuts do indeed occur in the coming months, it is likely that banks’ net interest margin (NIM) will fall from their current levels. \nNII could decline as a result. \nBut what does that mean?\nLet me use an analogy. \nImagine this: there’s a container A filled with 50-cent coins and a larger container B filled with 20-cent coins.\nWhich container would have a higher amount of money?\nYou got it. \nThe answer depends on how much larger container B is.\nSimilarly, whether NII will drop with a declining NIM depends on how much more the bank can grow its loans.\nThe table below which summarises the latest results from the three banks clearly shows that there is no definitive relationship between NIM and NII. \n\nSource: DBS, OCBC, UOB 1H2024 results, compiled by the author\nFor 1H2024, UOB’s NII declined in tandem with its NIM but DBS was able to increase its NII with no change in its NIM.\nSimilarly, despite the drop in OCBC’s NIM, the bank was able to increase its NII.\nBack to the analogy. \nWhat if container B is now filled with 10-cent coins instead? Which container would have a higher amount of money now?\nWhile it still depends on how much larger container B is, we can agree that it now needs to be very much bigger than container A to hold a higher amount of money.\nHence, if the decline in NIM is too steep, the loan growth may not be enough to mitigate the impact. \nBeyond NII, the three banks have expanded their Non-II.\nFor 1H2024, DBS and OCBC grew their Non-II year-on-year by double digits. \nMeanwhile, UOB’s  Non-II growth was muted for the period above, but the CEO has guided a double-digit fee growth for the full year.\nWhat does the above tell you? \nWhile the future interest rate environment remains uncertain, Singapore banks have demonstrated a strong track record of dividend sustainability. \nExcept for 2020, when the Monetary Authority of Singapore called on the banks to cap their dividends, the trio have maintained or increased their dividends over the past decade.\nTherefore, barring any unforeseen circumstances, the three Singapore banks are likely to continue to pay out steady, if not growing, dividends.\nWhat about Singapore REITs? Will they benefit from the lower rate?\nRising interest rates may be a headwind for banks, but the REITs sector is poised to gain from lower interest rates. \nIf interest rates come down, REITs will benefit from lower borrowing costs, which can improve their profitability and ability to acquire accretive assets. \nHowever, unlike Singapore banks, the REIT sector is more diverse. \nHence, the impact will vary depending on individual REITs’ debt structures, property types, and geographic exposure.\nFor instance, REITs with a higher proportion of floating-rate debt will likely experience a more significant and immediate positive impact from a rate cut. \nFor some REITs, the lower interest rates may still exceed the prevailing rates of their existing debt that require refinancing. \nHence, their average borrowing costs may continue to increase in the near term.\nFurthermore, if the demand for properties within specific sectors and geographic regions is weak, the positive effects of lower rates may come to nought.\nAbove all, REITs with strong fundamentals, such as those that have weathered the recent downturns or possess strong sponsors, are better positioned to capitalise on lower interest rates and achieve stronger financial performance over the long term.\nGet Smart: Invest in well-managed businesses\nWhile interest rates can certainly influence the performance of banks and REITs, it is essential to remember that interest rates are just one factor among many.\nInstead of fretting over interest rate movements, focus on investing in businesses with strong financial health, competitive advantages, and experienced leadership.\nThe goal is to invest in companies that are capable of generating sustainable returns over time, and not just react to short-term interest rate movements.\nDive into the future of technology with our newest FREE report, “The Rise of Titans.” Discover how the big 7 US tech stocks can be your ticket to huge long-term gains. Download your copy today and see how easy it is to supercharge your portfolio.\nFollow us on Facebook and Telegram for the latest investing news and analyses!\nDisclosure: Chan Kin Chuah owns shares of DBS, OCBC and UOB.\n\n\n\nYahoo\n]","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348273219833952,"gmtCreate":1726033770634,"gmtModify":1726033774108,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"Your thesis is very contradicting!","listText":"Your thesis is very contradicting!","text":"Your thesis is very contradicting!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348273219833952","repostId":"2466428633","repostType":2,"repost":{"id":"2466428633","pubTimestamp":1726027200,"share":"https://ttm.financial/m/news/2466428633?lang=&edition=fundamental","pubTime":"2024-09-11 12:00","market":"us","language":"en","title":"Imminent Interest Rate Cut: Is It Time to Sell Singapore Banks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2466428633","media":"The Smart Investor","summary":"With the imminent rate cut, can Singapore banks sustain their dividends?","content":"<html><body><p>[<article>\n<div>\n<div>\n<div>\n<span>Share</span>\n<div>\n<i></i>\n<span>Facebook</span>\n<i></i>\n<span>Twitter</span>\n<i></i>\n<span>LinkedIn</span>\n<i></i>\n<span>Email</span>\n<i></i>\n<span>WhatsApp</span>\n</div>\n</div>\n</div>\n<div>\n<div></div>\n<blockquote>\n<p><em>“The time has come for policy to adjust. The direction of travel is clear, and the timing and pace of rate cuts will depend on incoming data, the evolving outlook, and the balance of risks.”</em></p>\n<p><em>— Jerome H. Powell, 2024 Speech at “Reassessing the Effectiveness and Transmission of Monetary Policy</em></p>\n</blockquote>\n<p>The US Federal Reserve Chairman’s speech two weeks ago sent a strong signal that the US central bank will likely cut interest rates in the near future.</p>\n<p>As income investors, we are naturally concerned about the potential impact of rate cuts on our recurring dividends. </p>\n<p>Banks have benefited from rising interest rates in recent years, but the question remains as to whether they can sustain their dividends in a lower interest rate environment.</p>\n<p>Or perhaps it’s time to put some money in the beleaguered REITs sector as REITs are likely to benefit from lower interest rates going forward?</p>\n<h2><strong>Singapore banks are likely to remain resilient in the near future</strong></h2>\n<p>Whether Singapore’s three major banks <strong>DBS Group</strong> (SGX: D05), <strong>OCBC Ltd </strong>(SGX: O39), and <strong>United Overseas Bank Ltd</strong><strong> </strong>(SGX: U11) can sustain their dividends largely depends on whether they can maintain or grow their income.</p>\n<p>Broadly speaking, banks have two main sources of income: net interest income (NII) and non-interest income (Non-II).</p>\n<p>If rate cuts do indeed occur in the coming months, it is likely that banks’ net interest margin (NIM) will fall from their current levels. </p>\n<p>NII could decline as a result. </p>\n<p>But what does that mean?</p>\n<p>Let me use an analogy. </p>\n<p>Imagine this: there’s a container A filled with 50-cent coins and a larger container B filled with 20-cent coins.</p>\n<p>Which container would have a higher amount of money?</p>\n<p>You got it. </p>\n<p>The answer depends on how much larger container B is.</p>\n<p>Similarly, whether NII will drop with a declining NIM depends on how much more the bank can grow its loans.</p>\n<p>The table below which summarises the latest results from the three banks clearly shows that there is no definitive relationship between NIM and NII. </p>\n<figure><img decoding=\"async\" src=\"https://lh7-rt.googleusercontent.com/docsz/AD_4nXetxx5cbkDUr590mCEXkb100ypkGgkyWK2I6g3cbvOhnZ4gZLZfz4dXGup1w_SAqTG1rDAn__OY9EVNiGN4rUc4kpVZTKZbB4k8GJ-jfHv-_--s5l2QpX4l9WAz8m9UFkgxxSU6TT2NG2pR6nB0rP9mKCco?key=AmnyDgU06Y2iCO21Gqt3RA\"/></figure>\n<p>Source: DBS, OCBC, UOB 1H2024 results, compiled by the author</p>\n<p>For 1H2024, UOB’s NII declined in tandem with its NIM but DBS was able to increase its NII with no change in its NIM.</p>\n<p>Similarly, despite the drop in OCBC’s NIM, the bank was able to increase its NII.</p>\n<p>Back to the analogy. </p>\n<p>What if container B is now filled with 10-cent coins instead? Which container would have a higher amount of money now?</p>\n<p>While it still depends on how much larger container B is, we can agree that it now needs to be very much bigger than container A to hold a higher amount of money.</p><div></div>\n<p>Hence, if the decline in NIM is too steep, the loan growth may not be enough to mitigate the impact. </p>\n<p>Beyond NII, the three banks have expanded their Non-II.</p>\n<p>For 1H2024, DBS and OCBC grew their Non-II year-on-year by double digits. </p>\n<p>Meanwhile, UOB’s  Non-II growth was muted for the period above, but the CEO has guided a double-digit fee growth for the full year.</p>\n<p>What does the above tell you? </p>\n<p>While the future interest rate environment remains uncertain, Singapore banks have demonstrated a strong track record of dividend sustainability. </p>\n<p>Except for 2020, when the Monetary Authority of Singapore called on the banks to cap their dividends, the trio have maintained or increased their dividends over the past decade.</p>\n<p>Therefore, barring any unforeseen circumstances, the three Singapore banks are likely to continue to pay out steady, if not growing, dividends.</p>\n<h2><strong>What about Singapore REITs? Will they benefit from the lower rate?</strong></h2>\n<p>Rising interest rates may be a headwind for banks, but the REITs sector is poised to gain from lower interest rates. </p>\n<p>If interest rates come down, REITs will benefit from lower borrowing costs, which can improve their profitability and ability to acquire accretive assets. </p>\n<p>However, unlike Singapore banks, the REIT sector is more diverse. </p>\n<p>Hence, the impact will vary depending on individual REITs’ debt structures, property types, and geographic exposure.</p>\n<p>For instance, REITs with a higher proportion of floating-rate debt will likely experience a more significant and immediate positive impact from a rate cut. </p>\n<p>For some REITs, the lower interest rates may still exceed the prevailing rates of their existing debt that require refinancing. </p>\n<p>Hence, their average borrowing costs may continue to increase in the near term.</p>\n<p>Furthermore, if the demand for properties within specific sectors and geographic regions is weak, the positive effects of lower rates may come to nought.</p>\n<p>Above all, REITs with strong fundamentals, such as those that have weathered the recent downturns or possess strong sponsors, are better positioned to capitalise on lower interest rates and achieve stronger financial performance over the long term.</p>\n<h2><strong>Get Smart: Invest in well-managed businesses</strong></h2>\n<p>While interest rates can certainly influence the performance of banks and REITs, it is essential to remember that interest rates are just one factor among many.</p>\n<p>Instead of fretting over interest rate movements, focus on investing in businesses with strong financial health, competitive advantages, and experienced leadership.</p>\n<p>The goal is to invest in companies that are capable of generating sustainable returns over time, and not just react to short-term interest rate movements.</p>\n<p>Dive into the future of technology with our newest FREE report, “The Rise of Titans.” Discover how the big 7 US tech stocks can be your ticket to huge long-term gains. Download your copy today and see how easy it is to supercharge your portfolio.</p>\n<p>Follow us on Facebook and Telegram for the latest investing news and analyses!</p>\n<p><em>Disclosure: Chan Kin Chuah owns shares of DBS, OCBC and UOB.</em></p>\n<div></div>\n</div>\n</div>\n<div>Yahoo</div>\n</article>]</p></body></html>","source":"thesmartinvestor_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Imminent Interest Rate Cut: Is It Time to Sell Singapore Banks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nImminent Interest Rate Cut: Is It Time to Sell Singapore Banks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-11 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/imminent-interest-rate-cut-is-it-time-to-sell-singapore-banks/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>[\n\n\n\nShare\n\n\nFacebook\n\nTwitter\n\nLinkedIn\n\nEmail\n\nWhatsApp\n\n\n\n\n\n\n“The time has come for policy to adjust. The direction of travel is clear, and the timing and pace of rate cuts will depend on incoming ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/imminent-interest-rate-cut-is-it-time-to-sell-singapore-banks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://thesmartinvestor.com.sg/wp-content/uploads/2023/06/Singapore-Banks-ATM-Picture-300x225.jpg","relate_stocks":{"LU1504937902.USD":"CT (LUX) I ASIAN EQUITY INCOME \"DUP\" (EUR) INC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","BK6112":"综合性银行","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","SG9999001127.SGD":"United Singapore Growth Fund SGD","LU0886674414.USD":"CT (LUX) I ASIAN EQUITY INCOME \"AUP\" (USD) INC","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","SG9999002620.SGD":"LionGlobal South East Asia SGD","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","D05.SI":"星展集团控股","LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","BK6516":"银行与投资服务概念","CFA":"VictoryShares US 500 Volatility Wtd ETF","U11.SI":"大华银行","NIM":"纽文精选市政基金","LU0326948709.USD":"SCHRODER ISF ASIAN TOTAL RETURN \"A\" (USD) ACC","IE00B0169L03.USD":"FSSA ASIA FOCUS FUND \"I\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK6523":"ESG概念","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","IE0009570106.USD":"FSSA ASIA OPPORTUNITIES \"I\" (USD) ACC","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","O39.SI":"华侨银行","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","LU0096374516.USD":"CT (LUX) I ASIA EQUITY INCOME \"DU\" (USD) ACC","SG9999001689.USD":"施罗德亚洲成长股票","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","IE0008368411.USD":"FSSA ASIAN GROWTH \"I\" (USD) ACC","LU0261947096.USD":"FIDELITY FUNDS  SUSTAINABLE ASIA EQUITY \"A\" (USD) ACC","LU0061477393.USD":"CT (LUX) I ASIA EQUITY INCOME \"AU\" (USD) ACC","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","IE00B031HW06.USD":"FSSA ASIAN GROWTH \"I\" (USD) INC","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","CFA.SI":"NikkoAM-STC Asia REIT"},"source_url":"https://thesmartinvestor.com.sg/imminent-interest-rate-cut-is-it-time-to-sell-singapore-banks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466428633","content_text":"[\n\n\n\nShare\n\n\nFacebook\n\nTwitter\n\nLinkedIn\n\nEmail\n\nWhatsApp\n\n\n\n\n\n\n“The time has come for policy to adjust. The direction of travel is clear, and the timing and pace of rate cuts will depend on incoming data, the evolving outlook, and the balance of risks.”\n— Jerome H. Powell, 2024 Speech at “Reassessing the Effectiveness and Transmission of Monetary Policy\n\nThe US Federal Reserve Chairman’s speech two weeks ago sent a strong signal that the US central bank will likely cut interest rates in the near future.\nAs income investors, we are naturally concerned about the potential impact of rate cuts on our recurring dividends. \nBanks have benefited from rising interest rates in recent years, but the question remains as to whether they can sustain their dividends in a lower interest rate environment.\nOr perhaps it’s time to put some money in the beleaguered REITs sector as REITs are likely to benefit from lower interest rates going forward?\nSingapore banks are likely to remain resilient in the near future\nWhether Singapore’s three major banks DBS Group (SGX: D05), OCBC Ltd (SGX: O39), and United Overseas Bank Ltd (SGX: U11) can sustain their dividends largely depends on whether they can maintain or grow their income.\nBroadly speaking, banks have two main sources of income: net interest income (NII) and non-interest income (Non-II).\nIf rate cuts do indeed occur in the coming months, it is likely that banks’ net interest margin (NIM) will fall from their current levels. \nNII could decline as a result. \nBut what does that mean?\nLet me use an analogy. \nImagine this: there’s a container A filled with 50-cent coins and a larger container B filled with 20-cent coins.\nWhich container would have a higher amount of money?\nYou got it. \nThe answer depends on how much larger container B is.\nSimilarly, whether NII will drop with a declining NIM depends on how much more the bank can grow its loans.\nThe table below which summarises the latest results from the three banks clearly shows that there is no definitive relationship between NIM and NII. \n\nSource: DBS, OCBC, UOB 1H2024 results, compiled by the author\nFor 1H2024, UOB’s NII declined in tandem with its NIM but DBS was able to increase its NII with no change in its NIM.\nSimilarly, despite the drop in OCBC’s NIM, the bank was able to increase its NII.\nBack to the analogy. \nWhat if container B is now filled with 10-cent coins instead? Which container would have a higher amount of money now?\nWhile it still depends on how much larger container B is, we can agree that it now needs to be very much bigger than container A to hold a higher amount of money.\nHence, if the decline in NIM is too steep, the loan growth may not be enough to mitigate the impact. \nBeyond NII, the three banks have expanded their Non-II.\nFor 1H2024, DBS and OCBC grew their Non-II year-on-year by double digits. \nMeanwhile, UOB’s  Non-II growth was muted for the period above, but the CEO has guided a double-digit fee growth for the full year.\nWhat does the above tell you? \nWhile the future interest rate environment remains uncertain, Singapore banks have demonstrated a strong track record of dividend sustainability. \nExcept for 2020, when the Monetary Authority of Singapore called on the banks to cap their dividends, the trio have maintained or increased their dividends over the past decade.\nTherefore, barring any unforeseen circumstances, the three Singapore banks are likely to continue to pay out steady, if not growing, dividends.\nWhat about Singapore REITs? Will they benefit from the lower rate?\nRising interest rates may be a headwind for banks, but the REITs sector is poised to gain from lower interest rates. \nIf interest rates come down, REITs will benefit from lower borrowing costs, which can improve their profitability and ability to acquire accretive assets. \nHowever, unlike Singapore banks, the REIT sector is more diverse. \nHence, the impact will vary depending on individual REITs’ debt structures, property types, and geographic exposure.\nFor instance, REITs with a higher proportion of floating-rate debt will likely experience a more significant and immediate positive impact from a rate cut. \nFor some REITs, the lower interest rates may still exceed the prevailing rates of their existing debt that require refinancing. \nHence, their average borrowing costs may continue to increase in the near term.\nFurthermore, if the demand for properties within specific sectors and geographic regions is weak, the positive effects of lower rates may come to nought.\nAbove all, REITs with strong fundamentals, such as those that have weathered the recent downturns or possess strong sponsors, are better positioned to capitalise on lower interest rates and achieve stronger financial performance over the long term.\nGet Smart: Invest in well-managed businesses\nWhile interest rates can certainly influence the performance of banks and REITs, it is essential to remember that interest rates are just one factor among many.\nInstead of fretting over interest rate movements, focus on investing in businesses with strong financial health, competitive advantages, and experienced leadership.\nThe goal is to invest in companies that are capable of generating sustainable returns over time, and not just react to short-term interest rate movements.\nDive into the future of technology with our newest FREE report, “The Rise of Titans.” Discover how the big 7 US tech stocks can be your ticket to huge long-term gains. Download your copy today and see how easy it is to supercharge your portfolio.\nFollow us on Facebook and Telegram for the latest investing news and analyses!\nDisclosure: Chan Kin Chuah owns shares of DBS, OCBC and UOB.\n\n\n\nYahoo\n]","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348272454164632,"gmtCreate":1726033577960,"gmtModify":1726035924091,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"REITS it's suicide to invest in !!","listText":"REITS it's suicide to invest in !!","text":"REITS it's suicide to invest in !!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348272454164632","repostId":"2466428633","repostType":2,"repost":{"id":"2466428633","pubTimestamp":1726027200,"share":"https://ttm.financial/m/news/2466428633?lang=&edition=fundamental","pubTime":"2024-09-11 12:00","market":"us","language":"en","title":"Imminent Interest Rate Cut: Is It Time to Sell Singapore Banks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2466428633","media":"The Smart Investor","summary":"With the imminent rate cut, can Singapore banks sustain their dividends?","content":"<html><body><p>[<article>\n<div>\n<div>\n<div>\n<span>Share</span>\n<div>\n<i></i>\n<span>Facebook</span>\n<i></i>\n<span>Twitter</span>\n<i></i>\n<span>LinkedIn</span>\n<i></i>\n<span>Email</span>\n<i></i>\n<span>WhatsApp</span>\n</div>\n</div>\n</div>\n<div>\n<div></div>\n<blockquote>\n<p><em>“The time has come for policy to adjust. The direction of travel is clear, and the timing and pace of rate cuts will depend on incoming data, the evolving outlook, and the balance of risks.”</em></p>\n<p><em>— Jerome H. Powell, 2024 Speech at “Reassessing the Effectiveness and Transmission of Monetary Policy</em></p>\n</blockquote>\n<p>The US Federal Reserve Chairman’s speech two weeks ago sent a strong signal that the US central bank will likely cut interest rates in the near future.</p>\n<p>As income investors, we are naturally concerned about the potential impact of rate cuts on our recurring dividends. </p>\n<p>Banks have benefited from rising interest rates in recent years, but the question remains as to whether they can sustain their dividends in a lower interest rate environment.</p>\n<p>Or perhaps it’s time to put some money in the beleaguered REITs sector as REITs are likely to benefit from lower interest rates going forward?</p>\n<h2><strong>Singapore banks are likely to remain resilient in the near future</strong></h2>\n<p>Whether Singapore’s three major banks <strong>DBS Group</strong> (SGX: D05), <strong>OCBC Ltd </strong>(SGX: O39), and <strong>United Overseas Bank Ltd</strong><strong> </strong>(SGX: U11) can sustain their dividends largely depends on whether they can maintain or grow their income.</p>\n<p>Broadly speaking, banks have two main sources of income: net interest income (NII) and non-interest income (Non-II).</p>\n<p>If rate cuts do indeed occur in the coming months, it is likely that banks’ net interest margin (NIM) will fall from their current levels. </p>\n<p>NII could decline as a result. </p>\n<p>But what does that mean?</p>\n<p>Let me use an analogy. </p>\n<p>Imagine this: there’s a container A filled with 50-cent coins and a larger container B filled with 20-cent coins.</p>\n<p>Which container would have a higher amount of money?</p>\n<p>You got it. </p>\n<p>The answer depends on how much larger container B is.</p>\n<p>Similarly, whether NII will drop with a declining NIM depends on how much more the bank can grow its loans.</p>\n<p>The table below which summarises the latest results from the three banks clearly shows that there is no definitive relationship between NIM and NII. </p>\n<figure><img decoding=\"async\" src=\"https://lh7-rt.googleusercontent.com/docsz/AD_4nXetxx5cbkDUr590mCEXkb100ypkGgkyWK2I6g3cbvOhnZ4gZLZfz4dXGup1w_SAqTG1rDAn__OY9EVNiGN4rUc4kpVZTKZbB4k8GJ-jfHv-_--s5l2QpX4l9WAz8m9UFkgxxSU6TT2NG2pR6nB0rP9mKCco?key=AmnyDgU06Y2iCO21Gqt3RA\"/></figure>\n<p>Source: DBS, OCBC, UOB 1H2024 results, compiled by the author</p>\n<p>For 1H2024, UOB’s NII declined in tandem with its NIM but DBS was able to increase its NII with no change in its NIM.</p>\n<p>Similarly, despite the drop in OCBC’s NIM, the bank was able to increase its NII.</p>\n<p>Back to the analogy. </p>\n<p>What if container B is now filled with 10-cent coins instead? Which container would have a higher amount of money now?</p>\n<p>While it still depends on how much larger container B is, we can agree that it now needs to be very much bigger than container A to hold a higher amount of money.</p><div></div>\n<p>Hence, if the decline in NIM is too steep, the loan growth may not be enough to mitigate the impact. </p>\n<p>Beyond NII, the three banks have expanded their Non-II.</p>\n<p>For 1H2024, DBS and OCBC grew their Non-II year-on-year by double digits. </p>\n<p>Meanwhile, UOB’s  Non-II growth was muted for the period above, but the CEO has guided a double-digit fee growth for the full year.</p>\n<p>What does the above tell you? </p>\n<p>While the future interest rate environment remains uncertain, Singapore banks have demonstrated a strong track record of dividend sustainability. </p>\n<p>Except for 2020, when the Monetary Authority of Singapore called on the banks to cap their dividends, the trio have maintained or increased their dividends over the past decade.</p>\n<p>Therefore, barring any unforeseen circumstances, the three Singapore banks are likely to continue to pay out steady, if not growing, dividends.</p>\n<h2><strong>What about Singapore REITs? Will they benefit from the lower rate?</strong></h2>\n<p>Rising interest rates may be a headwind for banks, but the REITs sector is poised to gain from lower interest rates. </p>\n<p>If interest rates come down, REITs will benefit from lower borrowing costs, which can improve their profitability and ability to acquire accretive assets. </p>\n<p>However, unlike Singapore banks, the REIT sector is more diverse. </p>\n<p>Hence, the impact will vary depending on individual REITs’ debt structures, property types, and geographic exposure.</p>\n<p>For instance, REITs with a higher proportion of floating-rate debt will likely experience a more significant and immediate positive impact from a rate cut. </p>\n<p>For some REITs, the lower interest rates may still exceed the prevailing rates of their existing debt that require refinancing. </p>\n<p>Hence, their average borrowing costs may continue to increase in the near term.</p>\n<p>Furthermore, if the demand for properties within specific sectors and geographic regions is weak, the positive effects of lower rates may come to nought.</p>\n<p>Above all, REITs with strong fundamentals, such as those that have weathered the recent downturns or possess strong sponsors, are better positioned to capitalise on lower interest rates and achieve stronger financial performance over the long term.</p>\n<h2><strong>Get Smart: Invest in well-managed businesses</strong></h2>\n<p>While interest rates can certainly influence the performance of banks and REITs, it is essential to remember that interest rates are just one factor among many.</p>\n<p>Instead of fretting over interest rate movements, focus on investing in businesses with strong financial health, competitive advantages, and experienced leadership.</p>\n<p>The goal is to invest in companies that are capable of generating sustainable returns over time, and not just react to short-term interest rate movements.</p>\n<p>Dive into the future of technology with our newest FREE report, “The Rise of Titans.” Discover how the big 7 US tech stocks can be your ticket to huge long-term gains. Download your copy today and see how easy it is to supercharge your portfolio.</p>\n<p>Follow us on Facebook and Telegram for the latest investing news and analyses!</p>\n<p><em>Disclosure: Chan Kin Chuah owns shares of DBS, OCBC and UOB.</em></p>\n<div></div>\n</div>\n</div>\n<div>Yahoo</div>\n</article>]</p></body></html>","source":"thesmartinvestor_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Imminent Interest Rate Cut: Is It Time to Sell Singapore Banks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nImminent Interest Rate Cut: Is It Time to Sell Singapore Banks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-11 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/imminent-interest-rate-cut-is-it-time-to-sell-singapore-banks/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>[\n\n\n\nShare\n\n\nFacebook\n\nTwitter\n\nLinkedIn\n\nEmail\n\nWhatsApp\n\n\n\n\n\n\n“The time has come for policy to adjust. The direction of travel is clear, and the timing and pace of rate cuts will depend on incoming ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/imminent-interest-rate-cut-is-it-time-to-sell-singapore-banks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://thesmartinvestor.com.sg/wp-content/uploads/2023/06/Singapore-Banks-ATM-Picture-300x225.jpg","relate_stocks":{"LU1504937902.USD":"CT (LUX) I ASIAN EQUITY INCOME \"DUP\" (EUR) INC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","BK6112":"综合性银行","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","SG9999001127.SGD":"United Singapore Growth Fund SGD","LU0886674414.USD":"CT (LUX) I ASIAN EQUITY INCOME \"AUP\" (USD) INC","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","SG9999002620.SGD":"LionGlobal South East Asia SGD","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","D05.SI":"星展集团控股","LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","BK6516":"银行与投资服务概念","CFA":"VictoryShares US 500 Volatility Wtd ETF","U11.SI":"大华银行","NIM":"纽文精选市政基金","LU0326948709.USD":"SCHRODER ISF ASIAN TOTAL RETURN \"A\" (USD) ACC","IE00B0169L03.USD":"FSSA ASIA FOCUS FUND \"I\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK6523":"ESG概念","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","IE0009570106.USD":"FSSA ASIA OPPORTUNITIES \"I\" (USD) ACC","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","O39.SI":"华侨银行","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","LU0096374516.USD":"CT (LUX) I ASIA EQUITY INCOME \"DU\" (USD) ACC","SG9999001689.USD":"施罗德亚洲成长股票","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","IE0008368411.USD":"FSSA ASIAN GROWTH \"I\" (USD) ACC","LU0261947096.USD":"FIDELITY FUNDS  SUSTAINABLE ASIA EQUITY \"A\" (USD) ACC","LU0061477393.USD":"CT (LUX) I ASIA EQUITY INCOME \"AU\" (USD) ACC","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","IE00B031HW06.USD":"FSSA ASIAN GROWTH \"I\" (USD) INC","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","CFA.SI":"NikkoAM-STC Asia REIT"},"source_url":"https://thesmartinvestor.com.sg/imminent-interest-rate-cut-is-it-time-to-sell-singapore-banks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466428633","content_text":"[\n\n\n\nShare\n\n\nFacebook\n\nTwitter\n\nLinkedIn\n\nEmail\n\nWhatsApp\n\n\n\n\n\n\n“The time has come for policy to adjust. The direction of travel is clear, and the timing and pace of rate cuts will depend on incoming data, the evolving outlook, and the balance of risks.”\n— Jerome H. Powell, 2024 Speech at “Reassessing the Effectiveness and Transmission of Monetary Policy\n\nThe US Federal Reserve Chairman’s speech two weeks ago sent a strong signal that the US central bank will likely cut interest rates in the near future.\nAs income investors, we are naturally concerned about the potential impact of rate cuts on our recurring dividends. \nBanks have benefited from rising interest rates in recent years, but the question remains as to whether they can sustain their dividends in a lower interest rate environment.\nOr perhaps it’s time to put some money in the beleaguered REITs sector as REITs are likely to benefit from lower interest rates going forward?\nSingapore banks are likely to remain resilient in the near future\nWhether Singapore’s three major banks DBS Group (SGX: D05), OCBC Ltd (SGX: O39), and United Overseas Bank Ltd (SGX: U11) can sustain their dividends largely depends on whether they can maintain or grow their income.\nBroadly speaking, banks have two main sources of income: net interest income (NII) and non-interest income (Non-II).\nIf rate cuts do indeed occur in the coming months, it is likely that banks’ net interest margin (NIM) will fall from their current levels. \nNII could decline as a result. \nBut what does that mean?\nLet me use an analogy. \nImagine this: there’s a container A filled with 50-cent coins and a larger container B filled with 20-cent coins.\nWhich container would have a higher amount of money?\nYou got it. \nThe answer depends on how much larger container B is.\nSimilarly, whether NII will drop with a declining NIM depends on how much more the bank can grow its loans.\nThe table below which summarises the latest results from the three banks clearly shows that there is no definitive relationship between NIM and NII. \n\nSource: DBS, OCBC, UOB 1H2024 results, compiled by the author\nFor 1H2024, UOB’s NII declined in tandem with its NIM but DBS was able to increase its NII with no change in its NIM.\nSimilarly, despite the drop in OCBC’s NIM, the bank was able to increase its NII.\nBack to the analogy. \nWhat if container B is now filled with 10-cent coins instead? Which container would have a higher amount of money now?\nWhile it still depends on how much larger container B is, we can agree that it now needs to be very much bigger than container A to hold a higher amount of money.\nHence, if the decline in NIM is too steep, the loan growth may not be enough to mitigate the impact. \nBeyond NII, the three banks have expanded their Non-II.\nFor 1H2024, DBS and OCBC grew their Non-II year-on-year by double digits. \nMeanwhile, UOB’s  Non-II growth was muted for the period above, but the CEO has guided a double-digit fee growth for the full year.\nWhat does the above tell you? \nWhile the future interest rate environment remains uncertain, Singapore banks have demonstrated a strong track record of dividend sustainability. \nExcept for 2020, when the Monetary Authority of Singapore called on the banks to cap their dividends, the trio have maintained or increased their dividends over the past decade.\nTherefore, barring any unforeseen circumstances, the three Singapore banks are likely to continue to pay out steady, if not growing, dividends.\nWhat about Singapore REITs? Will they benefit from the lower rate?\nRising interest rates may be a headwind for banks, but the REITs sector is poised to gain from lower interest rates. \nIf interest rates come down, REITs will benefit from lower borrowing costs, which can improve their profitability and ability to acquire accretive assets. \nHowever, unlike Singapore banks, the REIT sector is more diverse. \nHence, the impact will vary depending on individual REITs’ debt structures, property types, and geographic exposure.\nFor instance, REITs with a higher proportion of floating-rate debt will likely experience a more significant and immediate positive impact from a rate cut. \nFor some REITs, the lower interest rates may still exceed the prevailing rates of their existing debt that require refinancing. \nHence, their average borrowing costs may continue to increase in the near term.\nFurthermore, if the demand for properties within specific sectors and geographic regions is weak, the positive effects of lower rates may come to nought.\nAbove all, REITs with strong fundamentals, such as those that have weathered the recent downturns or possess strong sponsors, are better positioned to capitalise on lower interest rates and achieve stronger financial performance over the long term.\nGet Smart: Invest in well-managed businesses\nWhile interest rates can certainly influence the performance of banks and REITs, it is essential to remember that interest rates are just one factor among many.\nInstead of fretting over interest rate movements, focus on investing in businesses with strong financial health, competitive advantages, and experienced leadership.\nThe goal is to invest in companies that are capable of generating sustainable returns over time, and not just react to short-term interest rate movements.\nDive into the future of technology with our newest FREE report, “The Rise of Titans.” Discover how the big 7 US tech stocks can be your ticket to huge long-term gains. Download your copy today and see how easy it is to supercharge your portfolio.\nFollow us on Facebook and Telegram for the latest investing news and analyses!\nDisclosure: Chan Kin Chuah owns shares of DBS, OCBC and UOB.\n\n\n\nYahoo\n]","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347768857428128,"gmtCreate":1725945478029,"gmtModify":1725945481855,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"Delgro is up ! So your past history or data is no longer applicable&nbsp;","listText":"Delgro is up ! So your past history or data is no longer applicable&nbsp;","text":"Delgro is up ! So your past history or data is no longer applicable","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347768857428128","repostId":"2465684281","repostType":2,"repost":{"id":"2465684281","pubTimestamp":1725574855,"share":"https://ttm.financial/m/news/2465684281?lang=&edition=fundamental","pubTime":"2024-09-06 06:20","market":"us","language":"en","title":"Investors in ComfortDelGro (SGX:C52) have unfortunately lost 27% over the last five years","url":"https://stock-news.laohu8.com/highlight/detail?id=2465684281","media":"Simply Wall St.","summary":"Ideally, your overall portfolio should beat the market average. But in any portfolio, there will be mixed results...","content":"<html><body><div><p> Ideally, your overall portfolio should beat the market average.  But in any portfolio, there will be mixed results between individual stocks.  At this point some shareholders may be questioning their investment in <strong>ComfortDelGro Corporation Limited</strong> (SGX:C52), since the last five years saw the share price fall 41%.    </p><p> With that in mind, it's worth seeing if the company's underlying fundamentals have been the driver of long term performance, or if there are some discrepancies.  </p><p><span> View our latest analysis for ComfortDelGro </span></p> <p> To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine.  One way to examine how market sentiment has changed over time is to look at the interaction between a company's share price and its earnings per share (EPS). </p> <p> Looking back five years, both ComfortDelGro's share price and EPS declined; the latter at a rate of 8.6% per year.    Notably, the share price has fallen at 10% per year, fairly close to the change in the EPS.   That suggests that the market sentiment around the company hasn't changed much over that time.  So it's fair to say the share price has been responding to changes in EPS.  </p><p> You can see below how EPS has changed over time (discover the exact values by clicking on the image). </p><figure><img height=\"520\" loading=\"lazy\" src=\"https://images.simplywall.st/asset/chart/6256800-earnings-per-share-growth-1-dark/1725574852376\" width=\"821\"/><figcaption>SGX:C52 Earnings Per Share Growth September 5th 2024</figcaption></figure><p> We know that ComfortDelGro has improved its bottom line lately, but is it going to grow revenue?  You could check out this <strong>free</strong> report showing analyst revenue forecasts. </p> <h2>What About Dividends?</h2><p> When looking at investment returns, it is important to consider the difference between <em>total shareholder return</em> (TSR) and <em>share price return</em>. The TSR is a return calculation that accounts for the value of cash dividends (assuming that any dividend received was reinvested) and the calculated value of any discounted capital raisings and spin-offs.  So for companies that pay a generous dividend, the TSR is often a lot higher than the share price return.  As it happens, ComfortDelGro's TSR for the last 5 years was -27%, which exceeds the share price return mentioned earlier.  And there's no prize for guessing that the dividend payments largely explain the divergence! </p> <h2>A Different Perspective</h2><p> It's good to see that ComfortDelGro has rewarded shareholders with a total shareholder return of 21% in the last twelve months.   And that does include the dividend.     There's no doubt those recent returns are much better than the TSR loss of 5% per year over five years.  This makes us a little wary, but the business might have turned around its fortunes.        I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too.   For instance, we've identified  <strong> 1 warning sign for ComfortDelGro</strong>  that you should be aware of.   </p><p> If you are like me, then you will <strong>not</strong> want to miss this <strong>free</strong> list of undervalued small caps that insiders are buying. </p><p><em>Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on Singaporean exchanges.</em></p><div><h3><strong>New: </strong>AI Stock Screener &amp; Alerts</h3><p>Our new AI Stock Screener scans the market every day to uncover opportunities.</p><p>• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.</p>Explore Now for Free</div><p><strong>Have feedback on this article? Concerned about the content?</strong> <strong>Get in touch</strong><strong> with us directly.</strong><i> Alternatively, email editorial-team (at) simplywallst.com.</i><i>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</i></p></div></body></html>","source":"simplywall_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Investors in ComfortDelGro (SGX:C52) have unfortunately lost 27% over the last five years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInvestors in ComfortDelGro (SGX:C52) have unfortunately lost 27% over the last five years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-06 06:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/sg/transportation/sgx-c52/comfortdelgro-shares/news/investors-in-comfortdelgro-sgxc52-have-unfortunately-lost-27><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ideally, your overall portfolio should beat the market average.  But in any portfolio, there will be mixed results between individual stocks.  At this point some shareholders may be questioning their ...</p>\n\n<a href=\"https://simplywall.st/stocks/sg/transportation/sgx-c52/comfortdelgro-shares/news/investors-in-comfortdelgro-sgxc52-have-unfortunately-lost-27\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.simplywall.st/asset/industry/3242000-choice1-main-header/1585186612362","relate_stocks":{"SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","BK6101":"陆运","ISBC":"投资者银行","BK4211":"区域性银行","C52.SI":"康福德高企业","BK6136":"旅客陆运","BK6519":"运输股"},"source_url":"https://simplywall.st/stocks/sg/transportation/sgx-c52/comfortdelgro-shares/news/investors-in-comfortdelgro-sgxc52-have-unfortunately-lost-27","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2465684281","content_text":"Ideally, your overall portfolio should beat the market average.  But in any portfolio, there will be mixed results between individual stocks.  At this point some shareholders may be questioning their investment in ComfortDelGro Corporation Limited (SGX:C52), since the last five years saw the share price fall 41%.     With that in mind, it's worth seeing if the company's underlying fundamentals have been the driver of long term performance, or if there are some discrepancies.   View our latest analysis for ComfortDelGro   To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine.  One way to examine how market sentiment has changed over time is to look at the interaction between a company's share price and its earnings per share (EPS).   Looking back five years, both ComfortDelGro's share price and EPS declined; the latter at a rate of 8.6% per year.    Notably, the share price has fallen at 10% per year, fairly close to the change in the EPS.   That suggests that the market sentiment around the company hasn't changed much over that time.  So it's fair to say the share price has been responding to changes in EPS.   You can see below how EPS has changed over time (discover the exact values by clicking on the image). SGX:C52 Earnings Per Share Growth September 5th 2024 We know that ComfortDelGro has improved its bottom line lately, but is it going to grow revenue?  You could check out this free report showing analyst revenue forecasts.  What About Dividends? When looking at investment returns, it is important to consider the difference between total shareholder return (TSR) and share price return. The TSR is a return calculation that accounts for the value of cash dividends (assuming that any dividend received was reinvested) and the calculated value of any discounted capital raisings and spin-offs.  So for companies that pay a generous dividend, the TSR is often a lot higher than the share price return.  As it happens, ComfortDelGro's TSR for the last 5 years was -27%, which exceeds the share price return mentioned earlier.  And there's no prize for guessing that the dividend payments largely explain the divergence!  A Different Perspective It's good to see that ComfortDelGro has rewarded shareholders with a total shareholder return of 21% in the last twelve months.   And that does include the dividend.     There's no doubt those recent returns are much better than the TSR loss of 5% per year over five years.  This makes us a little wary, but the business might have turned around its fortunes.        I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too.   For instance, we've identified   1 warning sign for ComfortDelGro  that you should be aware of.    If you are like me, then you will not want to miss this free list of undervalued small caps that insiders are buying. Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on Singaporean exchanges.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346133582053768,"gmtCreate":1725532131939,"gmtModify":1725532136019,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"Wrong again !!!","listText":"Wrong again !!!","text":"Wrong again !!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346133582053768","repostId":"2465555191","repostType":2,"repost":{"id":"2465555191","pubTimestamp":1725492295,"share":"https://ttm.financial/m/news/2465555191?lang=&edition=fundamental","pubTime":"2024-09-05 07:24","market":"us","language":"en","title":"ComfortDelGro (SGX:C52) May Have Issues Allocating Its Capital","url":"https://stock-news.laohu8.com/highlight/detail?id=2465555191","media":"Simply Wall St.","summary":"When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics that can help spot trouble early. Typically, we'll see the trend of both return on capital employed  declining and this usually coincides with a decreasing amount of capital employed. Basically the company is earning less on its investments and it is also reducing its total assets. On that note, looking into ComfortDelGro , we weren't too upbeat about how things were going.Return On Capital Employed : What Is It?Just to clarify if you're unsure, ROCE is a metric for evaluating how much pre-tax income  a company earns on the capital invested in its business. The formula for this calculation on ComfortDelGro is:. Return on Capital Employed = Earnings Before Interest and Tax  ÷ . Thus, ComfortDelGro has an ROCE of 7.5%.  On its own that's a low return on capital but it's in line with the industry's average returns of 6.6%.In the above chart we have measured ComfortDelGro's","content":"<html><body><p>When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics that can help spot trouble early. Typically, we'll see the trend of both <em>return</em> on capital employed (ROCE) declining and this usually coincides with a decreasing <em>amount</em> of capital employed. Basically the company is earning less on its investments and it is also reducing its total assets. On that note, looking into <strong>ComfortDelGro</strong> (SGX:C52), we weren't too upbeat about how things were going. </p>\n<h2> Return On Capital Employed (ROCE): What Is It? </h2>\n<p> Just to clarify if you're unsure, ROCE is a metric for evaluating how much pre-tax income (in percentage terms) a company earns on the capital invested in its business. The formula for this calculation on ComfortDelGro is: </p>\n<p> <strong>Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (Total Assets - Current Liabilities)</strong> </p>\n<p>0.075 = S$288m ÷ (S$5.1b - S$1.3b) <em>(Based on the trailing twelve months to June 2024)</em>.</p>\n<p> Thus, <strong>ComfortDelGro has an ROCE of 7.5%. </strong> On its own that's a low return on capital but it's in line with the industry's average returns of 6.6%. </p>\n<p><span> Check out our latest analysis for ComfortDelGro </span></p>\n<figure>\n<img height=\"316\" src=\"https://s1.yimg.com/uu/api/res/1.2/Cb.yYfn4yhHl4nw7oOy92g--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/simply_wall_st__316/5673a688c19972d640bb692045367666\" width=\"333\"/>\n<figcaption>\n  SGX:C52 Return on Capital Employed September 4th 2024\n </figcaption>\n</figure>\n<p> In the above chart we have measured ComfortDelGro's prior ROCE against its prior performance, but the future is arguably more important. If you're interested, you can view the analysts predictions in our <strong>free</strong> analyst report for ComfortDelGro . </p>\n<h2> What Can We Tell From ComfortDelGro's ROCE Trend? </h2>\n<p> There is reason to be cautious about ComfortDelGro, given the returns are trending downwards. To be more specific, the ROCE was 11% five years ago, but since then it has dropped noticeably. On top of that, it's worth noting that the amount of capital employed within the business has remained relatively steady. Companies that exhibit these attributes tend to not be shrinking, but they can be mature and facing pressure on their margins from competition. If these trends continue, we wouldn't expect ComfortDelGro to turn into a multi-bagger. </p>\n<h2> What We Can Learn From ComfortDelGro's ROCE </h2>\n<p> All in all, the lower returns from the same amount of capital employed aren't exactly signs of a compounding machine. It should come as no surprise then that the stock has fallen 29% over the last five years, so it looks like investors are recognizing these changes. With underlying trends that aren't great in these areas, we'd consider looking elsewhere. </p>\n<p> On a final note, we've found  <strong> 1 warning sign for ComfortDelGro</strong>  that we think you should be aware of. </p>\n<p> If you want to search for solid companies with great earnings, check out this <strong>free</strong> list of companies with good balance sheets and impressive returns on equity. </p>\n<p><strong>Have feedback on this article? Concerned about the content?</strong> <strong>Get in touch</strong><strong> with us directly.</strong><i> Alternatively, email editorial-team (at) simplywallst.com.</i><br/><br/><i>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</i><br/><br/></p></body></html>","source":"yahoofinance_sg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ComfortDelGro (SGX:C52) May Have Issues Allocating Its Capital</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nComfortDelGro (SGX:C52) May Have Issues Allocating Its Capital\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-05 07:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/comfortdelgro-sgx-c52-may-issues-232455517.html><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics that can help spot trouble early. Typically, we'll see the trend of both return on...</p>\n\n<a href=\"https://finance.yahoo.com/news/comfortdelgro-sgx-c52-may-issues-232455517.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/tL07GVpZuy4qoF1ASe.8zA--~B/aD00MzI7dz0xMTk0O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/simply_wall_st__316/829b7d39d26e65dfe1ca985161802c87","relate_stocks":{"BK6136":"旅客陆运","EBIT":"Harbor AlphaEdge Small Cap Earners ETF","C52.SI":"康福德高企业","BK6519":"运输股","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","BK6101":"陆运"},"source_url":"https://finance.yahoo.com/news/comfortdelgro-sgx-c52-may-issues-232455517.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2465555191","content_text":"When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics that can help spot trouble early. Typically, we'll see the trend of both return on capital employed (ROCE) declining and this usually coincides with a decreasing amount of capital employed. Basically the company is earning less on its investments and it is also reducing its total assets. On that note, looking into ComfortDelGro (SGX:C52), we weren't too upbeat about how things were going. \n Return On Capital Employed (ROCE): What Is It? \n Just to clarify if you're unsure, ROCE is a metric for evaluating how much pre-tax income (in percentage terms) a company earns on the capital invested in its business. The formula for this calculation on ComfortDelGro is: \n Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (Total Assets - Current Liabilities) \n0.075 = S$288m ÷ (S$5.1b - S$1.3b) (Based on the trailing twelve months to June 2024).\n Thus, ComfortDelGro has an ROCE of 7.5%.  On its own that's a low return on capital but it's in line with the industry's average returns of 6.6%. \n Check out our latest analysis for ComfortDelGro \n\n\n\n  SGX:C52 Return on Capital Employed September 4th 2024\n \n\n In the above chart we have measured ComfortDelGro's prior ROCE against its prior performance, but the future is arguably more important. If you're interested, you can view the analysts predictions in our free analyst report for ComfortDelGro . \n What Can We Tell From ComfortDelGro's ROCE Trend? \n There is reason to be cautious about ComfortDelGro, given the returns are trending downwards. To be more specific, the ROCE was 11% five years ago, but since then it has dropped noticeably. On top of that, it's worth noting that the amount of capital employed within the business has remained relatively steady. Companies that exhibit these attributes tend to not be shrinking, but they can be mature and facing pressure on their margins from competition. If these trends continue, we wouldn't expect ComfortDelGro to turn into a multi-bagger. \n What We Can Learn From ComfortDelGro's ROCE \n All in all, the lower returns from the same amount of capital employed aren't exactly signs of a compounding machine. It should come as no surprise then that the stock has fallen 29% over the last five years, so it looks like investors are recognizing these changes. With underlying trends that aren't great in these areas, we'd consider looking elsewhere. \n On a final note, we've found   1 warning sign for ComfortDelGro  that we think you should be aware of. \n If you want to search for solid companies with great earnings, check out this free list of companies with good balance sheets and impressive returns on equity. \nHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345455969689976,"gmtCreate":1725368638425,"gmtModify":1725368642293,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"Let's get rid of Hindenburg by supporting SMCI","listText":"Let's get rid of Hindenburg by supporting SMCI","text":"Let's get rid of Hindenburg by supporting SMCI","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345455969689976","isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343295239545048,"gmtCreate":1724837233246,"gmtModify":1724837237326,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> Hindenburg is not reliable !! In their mind , they are out to make money only !!","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> Hindenburg is not reliable !! In their mind , they are out to make money only !!","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Hindenburg is not reliable !! In their mind , they are out to make money only !!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343295239545048","isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342929659850792,"gmtCreate":1724741424752,"gmtModify":1724741428511,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"Do you think Venture CEO/CFO is crazy to pay a dividend if it's not sustainable???","listText":"Do you think Venture CEO/CFO is crazy to pay a dividend if it's not sustainable???","text":"Do you think Venture CEO/CFO is crazy to pay a dividend if it's not sustainable???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342929659850792","repostId":"2462855199","repostType":2,"repost":{"id":"2462855199","pubTimestamp":1724631056,"share":"https://ttm.financial/m/news/2462855199?lang=&edition=fundamental","pubTime":"2024-08-26 08:10","market":"us","language":"en","title":"Venture Corporation Limited (SGX:V03) Will Pay A S$0.25 Dividend In Three Days","url":"https://stock-news.laohu8.com/highlight/detail?id=2462855199","media":"Simply Wall St.","summary":"Readers hoping to buy Venture Corporation Limited  for its dividend will need to make their move shortly, as the stock is about to trade ex-dividend. The ex-dividend date is one business day before a company's record date, which is the date on which the company determines which shareholders are entitled to receive a dividend. The ex-dividend date is important as the process of settlement involves two full business days. So if you miss that date, you would not show up on the company's books on the record date. This means that investors who purchase Venture's shares on or after the 30th of August will not receive the dividend, which will be paid on the 12th of September.","content":"<html><body><p>Readers hoping to buy <strong>Venture Corporation Limited</strong> (SGX:V03) for its dividend will need to make their move shortly, as the stock is about to trade ex-dividend. The ex-dividend date is one business day before a company's record date, which is the date on which the company determines which shareholders are entitled to receive a dividend. The ex-dividend date is important as the process of settlement involves two full business days. So if you miss that date, you would not show up on the company's books on the record date. This means that investors who purchase Venture's shares on or after the 30th of August will not receive the dividend, which will be paid on the 12th of September. </p>\n<p> The company's next dividend payment will be S$0.25 per share, on the back of last year when the company paid a total of S$0.75 to shareholders. Last year's total dividend payments show that Venture has a trailing yield of 5.3% on the current share price of S$14.16. Dividends are an important source of income to many shareholders, but the health of the business is crucial to maintaining those dividends. We need to see whether the dividend is covered by earnings and if it's growing. </p>\n<p><span> Check out our latest analysis for Venture </span></p>\n<p> Dividends are typically paid out of company income, so if a company pays out more than it earned, its dividend is usually at a higher risk of being cut. It paid out 86% of its earnings as dividends last year, which is not unreasonable, but limits reinvestment in the business and leaves the dividend vulnerable to a business downturn. We'd be worried about the risk of a drop in earnings. That said, even highly profitable companies sometimes might not generate enough cash to pay the dividend, which is why we should always check if the dividend is covered by cash flow. Thankfully its dividend payments took up just 43% of the free cash flow it generated, which is a comfortable payout ratio. </p>\n<p> It's positive to see that Venture's dividend is covered by both profits and cash flow, since this is generally a sign that the dividend is sustainable, and a lower payout ratio usually suggests a greater margin of safety before the dividend gets cut. </p>\n<p> Click here to see the company's payout ratio, plus analyst estimates of its future dividends. </p>\n<figure>\n<img height=\"508\" src=\"https://s1.yimg.com/uu/api/res/1.2/ln6HR6rjljUH.oUJj0S.Yg--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/simply_wall_st__316/ae602e1b17368e5500085f2cc926777f\" width=\"821\"/>\n<figcaption>\n  SGX:V03 Historic Dividend August 26th 2024\n </figcaption>\n</figure>\n<h2>Have Earnings And Dividends Been Growing?</h2>\n<p> Companies with falling earnings are riskier for dividend shareholders. Investors love dividends, so if earnings fall and the dividend is reduced, expect a stock to be sold off heavily at the same time. Readers will understand then, why we're concerned to see Venture's earnings per share have dropped 7.4% a year over the past five years. Such a sharp decline casts doubt on the future sustainability of the dividend. </p>\n<p> Another key way to measure a company's dividend prospects is by measuring its historical rate of dividend growth. In the past 10 years, Venture has increased its dividend at approximately 4.1% a year on average. That's intriguing, but the combination of growing dividends despite declining earnings can typically only be achieved by paying out a larger percentage of profits. Venture is already paying out a high percentage of its income, so without earnings growth, we're doubtful of whether this dividend will grow much in the future. </p>\n<h2> The Bottom Line </h2>\n<p> Is Venture worth buying for its dividend? The payout ratios are within a reasonable range, implying the dividend may be sustainable. Declining earnings are a serious concern, however, and could pose a threat to the dividend in future. It might be worth researching if the company is reinvesting in growth projects that could grow earnings and dividends in the future, but for now we're not all that optimistic on its dividend prospects. </p>\n<p> With that being said, if dividends aren't your biggest concern with Venture, you should know about the other risks facing this business. For example - Venture has <strong>1 warning sign</strong> we think you should be aware of. </p>\n<p> If you're in the market for strong dividend payers, we recommend <strong>checking our selection of top dividend stocks.</strong> </p>\n<p><strong>Have feedback on this article? Concerned about the content?</strong> <strong>Get in touch</strong><strong> with us directly.</strong><i> Alternatively, email editorial-team (at) simplywallst.com.</i><br/><br/><i>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</i><br/><br/></p></body></html>","source":"yahoofinance_sg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Venture Corporation Limited (SGX:V03) Will Pay A S$0.25 Dividend In Three Days</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVenture Corporation Limited (SGX:V03) Will Pay A S$0.25 Dividend In Three Days\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-26 08:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/venture-corporation-limited-sgx-v03-001056532.html><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Readers hoping to buy Venture Corporation Limited (SGX:V03) for its dividend will need to make their move shortly, as the stock is about to trade ex-dividend. The ex-dividend date is one business day ...</p>\n\n<a href=\"https://finance.yahoo.com/news/venture-corporation-limited-sgx-v03-001056532.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/4O.XA3nMujQmIJ6FpeDGgw--~B/aD00MzI7dz0xMTk0O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/simply_wall_st__316/652d766724cd85c58695a2099131a0ff","relate_stocks":{"SG9999001846.SGD":"Schroder Asian Equity Yield A Dis SGD","SG9999008742.SGD":"Eastspring Investments Unit Trusts - Singapore ASEAN Equity SGD","SG9999000475.SGD":"Aberdeen Standard Singapore Equity SGD","BK6515":"技术设备股","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","V03.SI":"创业公司","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","BK6062":"电子制造服务"},"source_url":"https://finance.yahoo.com/news/venture-corporation-limited-sgx-v03-001056532.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2462855199","content_text":"Readers hoping to buy Venture Corporation Limited (SGX:V03) for its dividend will need to make their move shortly, as the stock is about to trade ex-dividend. The ex-dividend date is one business day before a company's record date, which is the date on which the company determines which shareholders are entitled to receive a dividend. The ex-dividend date is important as the process of settlement involves two full business days. So if you miss that date, you would not show up on the company's books on the record date. This means that investors who purchase Venture's shares on or after the 30th of August will not receive the dividend, which will be paid on the 12th of September. \n The company's next dividend payment will be S$0.25 per share, on the back of last year when the company paid a total of S$0.75 to shareholders. Last year's total dividend payments show that Venture has a trailing yield of 5.3% on the current share price of S$14.16. Dividends are an important source of income to many shareholders, but the health of the business is crucial to maintaining those dividends. We need to see whether the dividend is covered by earnings and if it's growing. \n Check out our latest analysis for Venture \n Dividends are typically paid out of company income, so if a company pays out more than it earned, its dividend is usually at a higher risk of being cut. It paid out 86% of its earnings as dividends last year, which is not unreasonable, but limits reinvestment in the business and leaves the dividend vulnerable to a business downturn. We'd be worried about the risk of a drop in earnings. That said, even highly profitable companies sometimes might not generate enough cash to pay the dividend, which is why we should always check if the dividend is covered by cash flow. Thankfully its dividend payments took up just 43% of the free cash flow it generated, which is a comfortable payout ratio. \n It's positive to see that Venture's dividend is covered by both profits and cash flow, since this is generally a sign that the dividend is sustainable, and a lower payout ratio usually suggests a greater margin of safety before the dividend gets cut. \n Click here to see the company's payout ratio, plus analyst estimates of its future dividends. \n\n\n\n  SGX:V03 Historic Dividend August 26th 2024\n \n\nHave Earnings And Dividends Been Growing?\n Companies with falling earnings are riskier for dividend shareholders. Investors love dividends, so if earnings fall and the dividend is reduced, expect a stock to be sold off heavily at the same time. Readers will understand then, why we're concerned to see Venture's earnings per share have dropped 7.4% a year over the past five years. Such a sharp decline casts doubt on the future sustainability of the dividend. \n Another key way to measure a company's dividend prospects is by measuring its historical rate of dividend growth. In the past 10 years, Venture has increased its dividend at approximately 4.1% a year on average. That's intriguing, but the combination of growing dividends despite declining earnings can typically only be achieved by paying out a larger percentage of profits. Venture is already paying out a high percentage of its income, so without earnings growth, we're doubtful of whether this dividend will grow much in the future. \n The Bottom Line \n Is Venture worth buying for its dividend? The payout ratios are within a reasonable range, implying the dividend may be sustainable. Declining earnings are a serious concern, however, and could pose a threat to the dividend in future. It might be worth researching if the company is reinvesting in growth projects that could grow earnings and dividends in the future, but for now we're not all that optimistic on its dividend prospects. \n With that being said, if dividends aren't your biggest concern with Venture, you should know about the other risks facing this business. For example - Venture has 1 warning sign we think you should be aware of. \n If you're in the market for strong dividend payers, we recommend checking our selection of top dividend stocks. \nHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341166049808728,"gmtCreate":1724302409324,"gmtModify":1724302412952,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"Simply Wall st (Simply meaning ??? Anyhow I think )","listText":"Simply Wall st (Simply meaning ??? Anyhow I think )","text":"Simply Wall st (Simply meaning ??? Anyhow I think )","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341166049808728","repostId":"2461853993","repostType":2,"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341165747769560,"gmtCreate":1724302335186,"gmtModify":1724302339339,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"Look at OCBC investment research notes !!&nbsp;","listText":"Look at OCBC investment research notes !!&nbsp;","text":"Look at OCBC investment research notes !!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341165747769560","repostId":"2461853993","repostType":2,"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341164738203648,"gmtCreate":1724302177510,"gmtModify":1724302181419,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"At least they don't lose money and also pays a dividend! How could they be worst off ???","listText":"At least they don't lose money and also pays a dividend! How could they be worst off ???","text":"At least they don't lose money and also pays a dividend! How could they be worst off ???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341164738203648","repostId":"2461853993","repostType":2,"repost":{"id":"2461853993","pubTimestamp":1724192422,"share":"https://ttm.financial/m/news/2461853993?lang=&edition=fundamental","pubTime":"2024-08-21 06:20","market":"us","language":"en","title":"Wilmar International's (SGX:F34) Anemic Earnings Might Be Worse Than You Think","url":"https://stock-news.laohu8.com/highlight/detail?id=2461853993","media":"Simply Wall St.","summary":"Wilmar International Limited's  recent weak earnings report didn't cause a big stock movement. Our analysis suggests that along with soft profit numbers, investors should be aware of some other underlying weaknesses in the numbers.Check out our latest analysis for Wilmar International. SGX:F34 Earnings and Revenue History August 20th 2024. Importantly, our data indicates that Wilmar International's profit received a boost of US$207m in unusual items, over the last year. While we like to see profit increases, we tend to be a little more cautious when unusual items have made a big contribution. We ran the numbers on most publicly listed companies worldwide, and it's very common for unusual items to be once-off in nature. Which is hardly surprising, given the name. If Wilmar International doesn't see that contribution repeat, then all else being equal we'd expect its profit to drop over the current year.That might leave you wondering what analysts are forecasting in terms of future profit","content":"<html><body><p><strong>Wilmar International Limited's</strong> (SGX:F34) recent weak earnings report didn't cause a big stock movement. Our analysis suggests that along with soft profit numbers, investors should be aware of some other underlying weaknesses in the numbers. </p>\n<p><span> Check out our latest analysis for Wilmar International </span></p>\n<figure>\n<img height=\"560\" src=\"https://s.yimg.com/uu/api/res/1.2/yBs1oYlEpN6gbJyPv3i3AQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/simply_wall_st__316/af9e8f3d2a07296e9854a2224ba59291\" width=\"821\"/>\n<figcaption>\n  SGX:F34 Earnings and Revenue History August 20th 2024\n </figcaption>\n</figure>\n<h2> How Do Unusual Items Influence Profit? </h2>\n<p> Importantly, our data indicates that Wilmar International's profit received a boost of US$207m in unusual items, over the last year. While we like to see profit increases, we tend to be a little more cautious when unusual items have made a big contribution. We ran the numbers on most publicly listed companies worldwide, and it's very common for unusual items to be once-off in nature. Which is hardly surprising, given the name. If Wilmar International doesn't see that contribution repeat, then all else being equal we'd expect its profit to drop over the current year. </p>\n<p> That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. </p>\n<h2>Our Take On Wilmar International's Profit Performance</h2>\n<p> Arguably, Wilmar International's statutory earnings have been distorted by unusual items boosting profit. Therefore, it seems possible to us that Wilmar International's true underlying earnings power is actually less than its statutory profit. Sadly, its EPS was down over the last twelve months. The goal of this article has been to assess how well we can rely on the statutory earnings to reflect the company's potential, but there is plenty more to consider. In light of this, if you'd like to do more analysis on the company, it's vital to be informed of the risks involved. For example, we've found that Wilmar International has <strong>2 warning signs</strong> (1 is a bit concerning!) that deserve your attention before going any further with your analysis. </p>\n<p> This note has only looked at a single factor that sheds light on the nature of Wilmar International's profit. But there is always more to discover if you are capable of focussing your mind on minutiae. For example, many people consider a high return on equity as an indication of favorable business economics, while others like to 'follow the money' and search out stocks that insiders are buying. While it might take a little research on your behalf, you may find this <strong>free</strong>  collection of companies boasting high return on equity, or  this list of stocks with significant insider holdings to be useful. </p>\n<p><strong>Have feedback on this article? Concerned about the content?</strong> <strong>Get in touch</strong><strong> with us directly.</strong><i> Alternatively, email editorial-team (at) simplywallst.com.</i><br/><br/><i>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</i><br/><br/></p></body></html>","source":"yahoofinance_sg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wilmar International's (SGX:F34) Anemic Earnings Might Be Worse Than You Think</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWilmar International's (SGX:F34) Anemic Earnings Might Be Worse Than You Think\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-21 06:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/wilmar-internationals-sgx-f34-anemic-222022570.html><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wilmar International Limited's (SGX:F34) recent weak earnings report didn't cause a big stock movement. Our analysis suggests that along with soft profit numbers, investors should be aware of some ...</p>\n\n<a href=\"https://finance.yahoo.com/news/wilmar-internationals-sgx-f34-anemic-222022570.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/Hhw.rUFiLVs0_Jpzy24XLw--~B/aD00MzI7dz0xMTk0O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/simply_wall_st__316/712919ee4b283b9a71ff65c2ba22338d","relate_stocks":{"F34.SI":"丰益国际"},"source_url":"https://finance.yahoo.com/news/wilmar-internationals-sgx-f34-anemic-222022570.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2461853993","content_text":"Wilmar International Limited's (SGX:F34) recent weak earnings report didn't cause a big stock movement. Our analysis suggests that along with soft profit numbers, investors should be aware of some other underlying weaknesses in the numbers. \n Check out our latest analysis for Wilmar International \n\n\n\n  SGX:F34 Earnings and Revenue History August 20th 2024\n \n\n How Do Unusual Items Influence Profit? \n Importantly, our data indicates that Wilmar International's profit received a boost of US$207m in unusual items, over the last year. While we like to see profit increases, we tend to be a little more cautious when unusual items have made a big contribution. We ran the numbers on most publicly listed companies worldwide, and it's very common for unusual items to be once-off in nature. Which is hardly surprising, given the name. If Wilmar International doesn't see that contribution repeat, then all else being equal we'd expect its profit to drop over the current year. \n That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. \nOur Take On Wilmar International's Profit Performance\n Arguably, Wilmar International's statutory earnings have been distorted by unusual items boosting profit. Therefore, it seems possible to us that Wilmar International's true underlying earnings power is actually less than its statutory profit. Sadly, its EPS was down over the last twelve months. The goal of this article has been to assess how well we can rely on the statutory earnings to reflect the company's potential, but there is plenty more to consider. In light of this, if you'd like to do more analysis on the company, it's vital to be informed of the risks involved. For example, we've found that Wilmar International has 2 warning signs (1 is a bit concerning!) that deserve your attention before going any further with your analysis. \n This note has only looked at a single factor that sheds light on the nature of Wilmar International's profit. But there is always more to discover if you are capable of focussing your mind on minutiae. For example, many people consider a high return on equity as an indication of favorable business economics, while others like to 'follow the money' and search out stocks that insiders are buying. While it might take a little research on your behalf, you may find this free  collection of companies boasting high return on equity, or  this list of stocks with significant insider holdings to be useful. \nHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.","news_type":1},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":338784821727600,"gmtCreate":1723715275990,"gmtModify":1723715281619,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"Doesn't how any water !!!","listText":"Doesn't how any water !!!","text":"Doesn't how any water !!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/338784821727600","repostId":"2459697874","repostType":2,"repost":{"id":"2459697874","pubTimestamp":1723675092,"share":"https://ttm.financial/m/news/2459697874?lang=&edition=fundamental","pubTime":"2024-08-15 06:38","market":"sg","language":"en","title":"Wilmar International (SGX:F34) Has A Somewhat Strained Balance Sheet","url":"https://stock-news.laohu8.com/highlight/detail?id=2459697874","media":"Simply Wall St.","summary":"Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...","content":"<html><body><div><p> Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously said that 'Volatility is far from synonymous with risk.'  So it seems the smart money knows that debt - which is usually involved in bankruptcies - is a very important factor, when you assess how risky a company is.  Importantly, <strong>Wilmar International Limited</strong> (SGX:F34) does carry debt.  But is this debt a concern to shareholders? </p><h2> Why Does Debt Bring Risk? </h2><p> Debt is a tool to help businesses grow, but if a business is incapable of paying off its lenders, then it exists at their mercy.  Ultimately, if the company can't fulfill its legal obligations to repay debt, shareholders could walk away with nothing.  However, a more frequent (but still costly) occurrence is where a company must issue shares at bargain-basement prices, permanently diluting shareholders, just to shore up its balance sheet.  Having said that, the most common situation is where a company manages its debt reasonably well - and to its own advantage.  The first step when considering a company's debt levels is to consider its cash and debt together. </p> <p><span> Check out our latest analysis for Wilmar International </span></p><h2> What Is Wilmar International's Net Debt? </h2><p> You can click the graphic below for the historical numbers, but it shows that Wilmar International had US$26.8b of debt in June 2024, down from US$31.1b, one year before.    On the flip side, it has US$7.07b in cash leading to net debt of about US$19.7b.  </p><figure><img height=\"526\" loading=\"lazy\" src=\"https://images.simplywall.st/asset/chart/5467851-debt-equity-history-analysis-1-dark/1723675090096\" width=\"821\"/><figcaption>SGX:F34 Debt to Equity History August 14th 2024</figcaption></figure><h2> How Strong Is Wilmar International's Balance Sheet? </h2><p> According to the last reported balance sheet, Wilmar International had liabilities of US$25.2b due within 12 months, and liabilities of US$8.25b due beyond 12 months.   Offsetting these obligations, it had cash of US$7.07b as well as receivables valued at US$5.63b due within 12 months.   So its liabilities outweigh the sum of its cash and (near-term) receivables by US$20.8b.   </p><p> When you consider that this deficiency exceeds the company's   huge  US$14.7b market capitalization, you might well be inclined to review the balance sheet intently.  Hypothetically, extremely heavy dilution would be required if the company were forced to pay down its liabilities by raising capital at the current share price.  </p> <p> We use two main ratios to inform us about debt levels relative to earnings. The first is net debt divided by earnings before interest, tax, depreciation, and amortization (EBITDA), while the second is how many times its earnings before interest and tax (EBIT) covers its interest expense (or its interest cover, for short).  The advantage of this approach is that we take into account both the absolute quantum of debt (with net debt to EBITDA) and the actual interest expenses associated with that debt (with its interest cover ratio). </p> <p> Wilmar International has a rather high debt to EBITDA ratio of 5.6 which suggests a meaningful debt load.  But the good news is that it boasts fairly comforting interest cover of 3.2 times, suggesting it can responsibly service its obligations.        Even more troubling is the fact that Wilmar International actually let its EBIT decrease by 7.9% over the last year.  If that earnings trend continues the company will face an uphill battle to pay off its debt.      There's no doubt that we learn most about debt from the balance sheet.  But it is future earnings, more than anything, that will determine Wilmar International's ability to maintain a healthy balance sheet going forward.  So if you're focused on the future you can check out this <strong>free</strong> report showing analyst profit forecasts. </p><p> But our final consideration is also important, because a company cannot pay debt with paper profits; it needs cold hard cash.   So we clearly need to look at whether that EBIT is leading to corresponding free cash flow.    Looking at the most recent three years, Wilmar International recorded free cash flow of 25% of its EBIT, which is weaker than we'd expect.  That's not great, when it comes to paying down debt.   </p> <h2>Our View</h2><p> On the face of it, Wilmar International's level of total liabilities left us tentative about the stock, and its net debt to EBITDA was no more enticing than the one empty restaurant on the busiest night of the year.    And even its EBIT growth rate fails to inspire much confidence.      Taking into account all the aforementioned factors, it looks like Wilmar International has too much debt.  While some investors love that sort of risky play, it's certainly not our cup of tea.    When analysing debt levels, the balance sheet is the obvious place to start.  But ultimately, every company can contain risks that exist outside of the balance sheet.     <strong> We've identified 2 warning signs </strong> with Wilmar International (at least 1 which is potentially serious)  , and understanding them should be part of your investment process.   </p> <p> If you're interested in investing in businesses that can grow profits without the burden of debt, then check out this <strong>free</strong> list of growing businesses that have net cash on the balance sheet. </p><div><h3>Valuation is complex, but we're here to simplify it.</h3><p>Discover if Wilmar International might be undervalued or overvalued with our detailed analysis, featuring <strong>fair value estimates, potential risks, dividends, insider trades, and its financial condition.</strong></p>Access Free Analysis</div><p><strong>Have feedback on this article? Concerned about the content?</strong> <strong>Get in touch</strong><strong> with us directly.</strong><i> Alternatively, email editorial-team (at) simplywallst.com.</i><i>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</i></p></div></body></html>","source":"simplywall_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wilmar International (SGX:F34) Has A Somewhat Strained Balance Sheet</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWilmar International (SGX:F34) Has A Somewhat Strained Balance Sheet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-15 06:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/sg/food-beverage-tobacco/sgx-f34/wilmar-international-shares/news/wilmar-international-sgxf34-has-a-somewhat-strained-balance-1><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously said that 'Volatility is far from synonymous with risk.'  So it seems the smart ...</p>\n\n<a href=\"https://simplywall.st/stocks/sg/food-beverage-tobacco/sgx-f34/wilmar-international-shares/news/wilmar-international-sgxf34-has-a-somewhat-strained-balance-1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.simplywall.st/asset/industry/5121000-choice2-main-header/1585186862101","relate_stocks":{"SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","SG9999013478.USD":"利安新加坡股息基金","BK6095":"农产品","SG9999000343.SGD":"Schroder Singapore Trust A Dis SGD","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","BK6509":"食品和饮料股","SG9999014302.SGD":"RHB Singapore Income Fund SGD","SG9999006597.SGD":"United China-India Dynamic Growth SGD","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","EBIT":"Harbor AlphaEdge Small Cap Earners ETF","F34.SI":"丰益国际","SG9999016042.SGD":"Schroder Singapore Trust A Acc SGD","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","SG9999002406.SGD":"利安新加坡信托基金","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD"},"source_url":"https://simplywall.st/stocks/sg/food-beverage-tobacco/sgx-f34/wilmar-international-shares/news/wilmar-international-sgxf34-has-a-somewhat-strained-balance-1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2459697874","content_text":"Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously said that 'Volatility is far from synonymous with risk.'  So it seems the smart money knows that debt - which is usually involved in bankruptcies - is a very important factor, when you assess how risky a company is.  Importantly, Wilmar International Limited (SGX:F34) does carry debt.  But is this debt a concern to shareholders?  Why Does Debt Bring Risk?  Debt is a tool to help businesses grow, but if a business is incapable of paying off its lenders, then it exists at their mercy.  Ultimately, if the company can't fulfill its legal obligations to repay debt, shareholders could walk away with nothing.  However, a more frequent (but still costly) occurrence is where a company must issue shares at bargain-basement prices, permanently diluting shareholders, just to shore up its balance sheet.  Having said that, the most common situation is where a company manages its debt reasonably well - and to its own advantage.  The first step when considering a company's debt levels is to consider its cash and debt together.   Check out our latest analysis for Wilmar International  What Is Wilmar International's Net Debt?  You can click the graphic below for the historical numbers, but it shows that Wilmar International had US$26.8b of debt in June 2024, down from US$31.1b, one year before.    On the flip side, it has US$7.07b in cash leading to net debt of about US$19.7b.  SGX:F34 Debt to Equity History August 14th 2024 How Strong Is Wilmar International's Balance Sheet?  According to the last reported balance sheet, Wilmar International had liabilities of US$25.2b due within 12 months, and liabilities of US$8.25b due beyond 12 months.   Offsetting these obligations, it had cash of US$7.07b as well as receivables valued at US$5.63b due within 12 months.   So its liabilities outweigh the sum of its cash and (near-term) receivables by US$20.8b.    When you consider that this deficiency exceeds the company's   huge  US$14.7b market capitalization, you might well be inclined to review the balance sheet intently.  Hypothetically, extremely heavy dilution would be required if the company were forced to pay down its liabilities by raising capital at the current share price.    We use two main ratios to inform us about debt levels relative to earnings. The first is net debt divided by earnings before interest, tax, depreciation, and amortization (EBITDA), while the second is how many times its earnings before interest and tax (EBIT) covers its interest expense (or its interest cover, for short).  The advantage of this approach is that we take into account both the absolute quantum of debt (with net debt to EBITDA) and the actual interest expenses associated with that debt (with its interest cover ratio).   Wilmar International has a rather high debt to EBITDA ratio of 5.6 which suggests a meaningful debt load.  But the good news is that it boasts fairly comforting interest cover of 3.2 times, suggesting it can responsibly service its obligations.        Even more troubling is the fact that Wilmar International actually let its EBIT decrease by 7.9% over the last year.  If that earnings trend continues the company will face an uphill battle to pay off its debt.      There's no doubt that we learn most about debt from the balance sheet.  But it is future earnings, more than anything, that will determine Wilmar International's ability to maintain a healthy balance sheet going forward.  So if you're focused on the future you can check out this free report showing analyst profit forecasts.  But our final consideration is also important, because a company cannot pay debt with paper profits; it needs cold hard cash.   So we clearly need to look at whether that EBIT is leading to corresponding free cash flow.    Looking at the most recent three years, Wilmar International recorded free cash flow of 25% of its EBIT, which is weaker than we'd expect.  That's not great, when it comes to paying down debt.    Our View On the face of it, Wilmar International's level of total liabilities left us tentative about the stock, and its net debt to EBITDA was no more enticing than the one empty restaurant on the busiest night of the year.    And even its EBIT growth rate fails to inspire much confidence.      Taking into account all the aforementioned factors, it looks like Wilmar International has too much debt.  While some investors love that sort of risky play, it's certainly not our cup of tea.    When analysing debt levels, the balance sheet is the obvious place to start.  But ultimately, every company can contain risks that exist outside of the balance sheet.      We've identified 2 warning signs  with Wilmar International (at least 1 which is potentially serious)  , and understanding them should be part of your investment process.     If you're interested in investing in businesses that can grow profits without the burden of debt, then check out this free list of growing businesses that have net cash on the balance sheet. Valuation is complex, but we're here to simplify it.Discover if Wilmar International might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.","news_type":1},"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":336608578162960,"gmtCreate":1723215992108,"gmtModify":1723215995604,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"Will see","listText":"Will see","text":"Will see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/336608578162960","repostId":"2458159891","repostType":2,"repost":{"id":"2458159891","pubTimestamp":1723286944,"share":"https://ttm.financial/m/news/2458159891?lang=&edition=fundamental","pubTime":"2024-08-10 18:49","market":"nz","language":"en","title":"Micron: Inflection Point Has Finally Arrived (Rating Upgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2458159891","media":"seekingalpha","summary":"Micron stock has recently collapsed into a bear market and underperformed its semiconductor peers.Investors likely overhyped MU's AI thesis while understating the cyclical and commoditized risks of th","content":"<html><head></head><body><ul style=\"\"><li><p>Micron stock has recently collapsed into a bear market and underperformed its semiconductor peers.</p></li><li><p>Investors likely overhyped MU&#39;s AI thesis while understating the cyclical and commoditized risks of the memory industry.</p></li><li><p>Micron&#39;s AI growth story is still in the early stages, suggesting potential for market share gains.</p></li><li><p>Solid execution is essential, as Samsung has reportedly received clearance from Nvidia for its HBM3E product.</p></li><li><p>I argue why MU&#39;s inflection point has finally arrived, as the market has turned too pessimistic on its multi-year growth thesis. Read on.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/96ff597cc6ca089548111037a5bae6c6\" tg-width=\"750\" tg-height=\"500\"/></p><p>vzphotos</p><p></p><h2 id=\"id_2904328127\">Micron Stock Plunged Into A Bear Market</h2><p>Micron Technology, Inc. (NASDAQ:MU) investors who ignored my caution about the potentially higher cyclicality and commoditized nature of the memory industry have likely learned their lessons. Since topping out in June 2024, MU has plunged into a bear market, down more than 45% through this week&#39;s lows. It has also underperformed its semiconductor peers (SMH) (SOXX) over the past six weeks, as the market de-rated the stock massively.</p><p>In my previous article, I cautioned Micron investors not to ignore potential oversupply risks from 2026. I also indicated that MU&#39;s price action suggested caution was warranted. As a result, I&#39;m not surprised with MU&#39;s relative underperformance, although I assessed that a significant bottom is likely near.</p><p>There have been several significant developments since then. AI stocks have taken a considerable hit, as semiconductor stocks like MU were also battered. However, MU&#39;s relative underperformance is a cautionary tale on the market&#39;s assessment of heightened execution risks in the memory industry.</p><h2 id=\"id_2454314846\">Micron Faces AI Concentration Risks</h2><p>There&#39;s little doubt that MU&#39;s recent buying fervor has been predicated on its HBM3E (8-high stack) developments. As a result, the demand for AI servers is fundamental to driving buying sentiments in MU. While the company noted a more robust &#34;recovery in traditional server units,&#34; Micron&#39;s growth story is expected to be intricately linked to the AI gold rush. Furthermore, Micron emphasized that other segments are still facing challenges. Accordingly, &#34;automotive, industrial, retail consumer markets have weakened.&#34;</p><p>Based on SK Hynix&#39;s recent earnings release, commentary on ex-AI market segments was even more pessimistic. Accordingly, SK Hynix indicated that &#34;strong demand from AI servers is expected to continue in the second half of the year.&#34; However, the HBM memory leader expects the AI PC and smartphone markets to experience a &#34;gradual recovery in the second half of the year.&#34; In addition, the memory chip leader emphasized that &#34;demand recovery in the PC market is trending relatively weaker than initial expectations.&#34; As a result, I believe the market has likely de-rated MU&#39;s recent optimism, given potentially higher downstream risks. While the surge in optimism driven by Micron&#39;s HBM3E product portfolio is justified, too much FOMO isn&#39;t healthy.</p><p>It&#39;s critical to note that the company reported more than $100M in HBM3E revenue in its recent FQ3 report. Micron also guided HBM revenue to reach &#34;several hundred million dollars in FY2024.&#34; The company has also targeted revenue from this critical segment to reach &#34;multiple billions&#34; in FY2025.</p><h2 id=\"id_465886793\">Micron Must Execute Well To Gain Share</h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8c9201b9368c25dfd65eae4bc2883ce5\" tg-width=\"640\" tg-height=\"384\"/></p><p>Micron revenue estimates (TIKR)</p><p></p><p>As seen above, Micron is expected to report revenue of $25B in FY2024 (up 61% YoY) and $38.2B in FY2025 (up 52.7% YoY), respectively. However, the growth rate is expected to slow down in FY2026. Despite that, Morgan Stanley&#39;s estimates indicate a total HBM revenue CAGR of 58% from 2024 to 2027. Therefore, the market might not have fully appreciated MU&#39;s growth prospects through FY2027, leading to a potential upward valuation re-rating if its execution is robust.</p><p>I believe that&#39;s the critical question facing Micron right now. SK Hynix is the HBM leader, although Micron anticipates HBM market share gains aligned to its DRAM share (estimated at 20% to 25%) by FY2025. However, it&#39;s critical to note that Nvidia&#39;s anticipated annualized product launch cadence (NVDA) could introduce higher execution risks on Micron&#39;s roadmap. Micron also alluded to &#34;higher complexities&#34; as it advances to HBM4, potentially leading to challenges with &#34;increased yield fallout and higher silicon capacity requirements.&#34; Nvidia faced &#34;design flaws&#34; challenges with its Blackwell architecture recently. Therefore, it&#39;s a reminder that such execution risks shouldn&#39;t be understated, potentially impacting projected growth opportunities.</p><p>Furthermore, the intensely competitive nature of the HBM market could intensify such execution risks, leading to potentially significant market share losses. SK Hynix has already shipped its 12-high stack to critical customers for sampling. The memory leader indicates that &#34;mass production and volume shipment is expected in the fourth quarter.&#34;</p><p>Micron is expected to move to the sampling stage for its 12-high stack in 2025, suggesting it could still be behind SK Hynix. In addition, Samsung (OTCPK:SSNLF) has reportedly received clearance from Nvidia for its 8-high stack, although &#34;a supply agreement&#34; has not been finalized. In other words, competition is expected to heighten between Micron and its leading HBM peers, behooving immaculate execution. In a highly commoditized market, Micron cannot afford execution missteps, or it could afford Samsung an opportunity to gain market share rapidly at its expense.</p><h2 id=\"id_1954769401\">Is MU Stock A Buy, Sell, Or Hold?</h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e572393f17daca1352dd6797719c42b2\" tg-width=\"640\" tg-height=\"394\"/></p><p>MU price chart (weekly, medium-term, adjusted for dividends) (TradingView)</p><p></p><p>Notwithstanding my caution, investors must consider the possibility that the market has reflected these risks in MU&#39;s recent 45% plunge from its June 2024 highs.</p><p>As seen above, MU has re-tested its March 2024 lows, giving up five months of gains. Therefore, the stunning collapse and relative underperformance have likely &#34;cleared the deck&#34; for a potentially lower-risk entry point.</p><p>MU remains in a medium-term uptrend, showing little signs of a long-term bearish reversal. The rapid decline over the past four weeks is also reminiscent of price action indicative of panic selling. Coupled with the more aggressive investments in technical AI infrastructure by hyperscalers, I assess MU doesn&#39;t seem to be close to a cyclical peak yet.</p><p>Wall Street&#39;s estimates on MU have also been upgraded, corroborating my bullish thesis. MU&#39;s forward adjusted EBITDA multiple of 5.6x is just under its 10Y average of 5.8x (according to S&amp;P Cap IQ data). Hence, investor concerns about potential MU overvaluation at the current levels aren&#39;t justified.</p><p>In addition, Micron&#39;s decision to &#34;resume share repurchases&#34; is expected to strengthen buying momentum at a critical juncture, as MU buyers bought the recent dips. It should also assure investors about the robustness of its capital allocation strategy.</p><p>Consequently, I assess the opportunity to turn more bullish on Micron&#39;s thesis as apt, corroborating an upgrade on MU stock.</p><p><em>Rating: Upgrade to Buy.</em></p><p><em>Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Consider this article as supplementing your required research. Please always apply independent thinking. Note that the rating is not intended to time a specific entry/exit at the point of writing unless otherwise specified.</em></p><h3 id=\"id_3357825869\"></h3></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron: Inflection Point Has Finally Arrived (Rating Upgrade)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron: Inflection Point Has Finally Arrived (Rating Upgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-10 18:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4712034-micron-inflection-point-has-finally-arrived-mu-stock><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Micron stock has recently collapsed into a bear market and underperformed its semiconductor peers.Investors likely overhyped MU's AI thesis while understating the cyclical and commoditized risks of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4712034-micron-inflection-point-has-finally-arrived-mu-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://seekingalpha.com/article/4712034-micron-inflection-point-has-finally-arrived-mu-stock","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2458159891","content_text":"Micron stock has recently collapsed into a bear market and underperformed its semiconductor peers.Investors likely overhyped MU's AI thesis while understating the cyclical and commoditized risks of the memory industry.Micron's AI growth story is still in the early stages, suggesting potential for market share gains.Solid execution is essential, as Samsung has reportedly received clearance from Nvidia for its HBM3E product.I argue why MU's inflection point has finally arrived, as the market has turned too pessimistic on its multi-year growth thesis. Read on.vzphotosMicron Stock Plunged Into A Bear MarketMicron Technology, Inc. (NASDAQ:MU) investors who ignored my caution about the potentially higher cyclicality and commoditized nature of the memory industry have likely learned their lessons. Since topping out in June 2024, MU has plunged into a bear market, down more than 45% through this week's lows. It has also underperformed its semiconductor peers (SMH) (SOXX) over the past six weeks, as the market de-rated the stock massively.In my previous article, I cautioned Micron investors not to ignore potential oversupply risks from 2026. I also indicated that MU's price action suggested caution was warranted. As a result, I'm not surprised with MU's relative underperformance, although I assessed that a significant bottom is likely near.There have been several significant developments since then. AI stocks have taken a considerable hit, as semiconductor stocks like MU were also battered. However, MU's relative underperformance is a cautionary tale on the market's assessment of heightened execution risks in the memory industry.Micron Faces AI Concentration RisksThere's little doubt that MU's recent buying fervor has been predicated on its HBM3E (8-high stack) developments. As a result, the demand for AI servers is fundamental to driving buying sentiments in MU. While the company noted a more robust \"recovery in traditional server units,\" Micron's growth story is expected to be intricately linked to the AI gold rush. Furthermore, Micron emphasized that other segments are still facing challenges. Accordingly, \"automotive, industrial, retail consumer markets have weakened.\"Based on SK Hynix's recent earnings release, commentary on ex-AI market segments was even more pessimistic. Accordingly, SK Hynix indicated that \"strong demand from AI servers is expected to continue in the second half of the year.\" However, the HBM memory leader expects the AI PC and smartphone markets to experience a \"gradual recovery in the second half of the year.\" In addition, the memory chip leader emphasized that \"demand recovery in the PC market is trending relatively weaker than initial expectations.\" As a result, I believe the market has likely de-rated MU's recent optimism, given potentially higher downstream risks. While the surge in optimism driven by Micron's HBM3E product portfolio is justified, too much FOMO isn't healthy.It's critical to note that the company reported more than $100M in HBM3E revenue in its recent FQ3 report. Micron also guided HBM revenue to reach \"several hundred million dollars in FY2024.\" The company has also targeted revenue from this critical segment to reach \"multiple billions\" in FY2025.Micron Must Execute Well To Gain ShareMicron revenue estimates (TIKR)As seen above, Micron is expected to report revenue of $25B in FY2024 (up 61% YoY) and $38.2B in FY2025 (up 52.7% YoY), respectively. However, the growth rate is expected to slow down in FY2026. Despite that, Morgan Stanley's estimates indicate a total HBM revenue CAGR of 58% from 2024 to 2027. Therefore, the market might not have fully appreciated MU's growth prospects through FY2027, leading to a potential upward valuation re-rating if its execution is robust.I believe that's the critical question facing Micron right now. SK Hynix is the HBM leader, although Micron anticipates HBM market share gains aligned to its DRAM share (estimated at 20% to 25%) by FY2025. However, it's critical to note that Nvidia's anticipated annualized product launch cadence (NVDA) could introduce higher execution risks on Micron's roadmap. Micron also alluded to \"higher complexities\" as it advances to HBM4, potentially leading to challenges with \"increased yield fallout and higher silicon capacity requirements.\" Nvidia faced \"design flaws\" challenges with its Blackwell architecture recently. Therefore, it's a reminder that such execution risks shouldn't be understated, potentially impacting projected growth opportunities.Furthermore, the intensely competitive nature of the HBM market could intensify such execution risks, leading to potentially significant market share losses. SK Hynix has already shipped its 12-high stack to critical customers for sampling. The memory leader indicates that \"mass production and volume shipment is expected in the fourth quarter.\"Micron is expected to move to the sampling stage for its 12-high stack in 2025, suggesting it could still be behind SK Hynix. In addition, Samsung (OTCPK:SSNLF) has reportedly received clearance from Nvidia for its 8-high stack, although \"a supply agreement\" has not been finalized. In other words, competition is expected to heighten between Micron and its leading HBM peers, behooving immaculate execution. In a highly commoditized market, Micron cannot afford execution missteps, or it could afford Samsung an opportunity to gain market share rapidly at its expense.Is MU Stock A Buy, Sell, Or Hold?MU price chart (weekly, medium-term, adjusted for dividends) (TradingView)Notwithstanding my caution, investors must consider the possibility that the market has reflected these risks in MU's recent 45% plunge from its June 2024 highs.As seen above, MU has re-tested its March 2024 lows, giving up five months of gains. Therefore, the stunning collapse and relative underperformance have likely \"cleared the deck\" for a potentially lower-risk entry point.MU remains in a medium-term uptrend, showing little signs of a long-term bearish reversal. The rapid decline over the past four weeks is also reminiscent of price action indicative of panic selling. Coupled with the more aggressive investments in technical AI infrastructure by hyperscalers, I assess MU doesn't seem to be close to a cyclical peak yet.Wall Street's estimates on MU have also been upgraded, corroborating my bullish thesis. MU's forward adjusted EBITDA multiple of 5.6x is just under its 10Y average of 5.8x (according to S&P Cap IQ data). Hence, investor concerns about potential MU overvaluation at the current levels aren't justified.In addition, Micron's decision to \"resume share repurchases\" is expected to strengthen buying momentum at a critical juncture, as MU buyers bought the recent dips. It should also assure investors about the robustness of its capital allocation strategy.Consequently, I assess the opportunity to turn more bullish on Micron's thesis as apt, corroborating an upgrade on MU stock.Rating: Upgrade to Buy.Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Consider this article as supplementing your required research. Please always apply independent thinking. Note that the rating is not intended to time a specific entry/exit at the point of writing unless otherwise specified.","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335485526978728,"gmtCreate":1722935489289,"gmtModify":1722935493238,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"Magic wand of yours will not work","listText":"Magic wand of yours will not work","text":"Magic wand of yours will not work","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335485526978728","repostId":"2457305342","repostType":2,"repost":{"id":"2457305342","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1722911100,"share":"https://ttm.financial/m/news/2457305342?lang=&edition=fundamental","pubTime":"2024-08-06 10:25","market":"sg","language":"en","title":"Singapore Airlines' Profit Likely to Cool -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2457305342","media":"Dow Jones","summary":"0225 GMT - Singapore Airlines' profit should cool over FY 2025-2026 but will likely remain at decent levels, outperforming prepandemic numbers, analysts at UOB Kay Hian say in a note. They cut SIA's FY 2025-FY 2027 earnings forecast by 8.7%-9.6%. Some key risks weighing on the airline are a fragile macroeconomic environment dampening air travel and air cargo demand, and growing competition, UOB KH analysts say. They maintain a hold rating on SIA and trim the target price to S$6.28 from S$6.43. SIA's dividend yield could push investors to hold but UOB KH believes that \"given the expected earnings moderation, SIA may lack near-term re-rating catalysts.\" SIA shares were recently at S$5.95. ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0225 GMT - Singapore Airlines' profit should cool over FY 2025-2026 but will likely remain at decent levels, outperforming prepandemic numbers, analysts at UOB Kay Hian say in a note. They cut SIA's FY 2025-FY 2027 earnings forecast by 8.7%-9.6%. Some key risks weighing on the airline are a fragile macroeconomic environment dampening air travel and air cargo demand, and growing competition, UOB KH analysts say. They maintain a hold rating on SIA and trim the target price to S$6.28 from S$6.43. SIA's dividend yield could push investors to hold but UOB KH believes that \"given the expected earnings moderation, SIA may lack near-term re-rating catalysts.\" SIA shares were recently at S$5.95. (rthvika.suvarna@wsj.com; @RthvikaS) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 05, 2024 22:25 ET (02:25 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Airlines' Profit Likely to Cool -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Airlines' Profit Likely to Cool -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-08-06 10:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0225 GMT - Singapore Airlines' profit should cool over FY 2025-2026 but will likely remain at decent levels, outperforming prepandemic numbers, analysts at UOB Kay Hian say in a note. They cut SIA's FY 2025-FY 2027 earnings forecast by 8.7%-9.6%. Some key risks weighing on the airline are a fragile macroeconomic environment dampening air travel and air cargo demand, and growing competition, UOB KH analysts say. They maintain a hold rating on SIA and trim the target price to S$6.28 from S$6.43. SIA's dividend yield could push investors to hold but UOB KH believes that \"given the expected earnings moderation, SIA may lack near-term re-rating catalysts.\" SIA shares were recently at S$5.95. (rthvika.suvarna@wsj.com; @RthvikaS) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 05, 2024 22:25 ET (02:25 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","SG9999001127.SGD":"United Singapore Growth Fund SGD","SG9999002406.SGD":"利安新加坡信托基金","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","BK6112":"综合性银行","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","SG9999002620.SGD":"LionGlobal South East Asia SGD","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","BK6003":"航空公司","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU0261945553.USD":"FIDELITY ASEAN \"A\" ACC","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","SG9999013478.USD":"利安新加坡股息基金","BK6516":"银行与投资服务概念","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","SG9999000475.SGD":"Aberdeen Standard Singapore Equity SGD","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0251143029.SGD":"Fidelity ASEAN A-SGD","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","LU0955669360.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0737861269.HKD":"FIDELITY ASEAN \"A \" (HKD) ACC","C6L.SI":"新加坡航空公司","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","LU1130305938.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD-H","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU0873338254.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) INC","LU0918141887.USD":"安联亚洲实际收益股票基金"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2457305342","content_text":"0225 GMT - Singapore Airlines' profit should cool over FY 2025-2026 but will likely remain at decent levels, outperforming prepandemic numbers, analysts at UOB Kay Hian say in a note. They cut SIA's FY 2025-FY 2027 earnings forecast by 8.7%-9.6%. Some key risks weighing on the airline are a fragile macroeconomic environment dampening air travel and air cargo demand, and growing competition, UOB KH analysts say. They maintain a hold rating on SIA and trim the target price to S$6.28 from S$6.43. SIA's dividend yield could push investors to hold but UOB KH believes that \"given the expected earnings moderation, SIA may lack near-term re-rating catalysts.\" SIA shares were recently at S$5.95. (rthvika.suvarna@wsj.com; @RthvikaS) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  August 05, 2024 22:25 ET (02:25 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":319267507277904,"gmtCreate":1718975339617,"gmtModify":1718983901727,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/OYY.SI\">$PropNex(OYY.SI)$ </a> why Propnex shares are not moving ! I think the reason is because of the result reporting being changed from Quarterly to Semi- annual basis ,therefore retail investors do not have knowledge of what the company's revenue and financial standing on a quarterly basis but only Semi-annually . Who would want to invest in a company that does not report its results on a quarterly basis? Moreover, insiders either through direct shares holding or by investment vehicle holding controls almost 70% of the shares thus not enough liquidity in the marketplace!&nbsp;","listText":"<a href=\"https://ttm.financial/S/OYY.SI\">$PropNex(OYY.SI)$ </a> why Propnex shares are not moving ! I think the reason is because of the result reporting being changed from Quarterly to Semi- annual basis ,therefore retail investors do not have knowledge of what the company's revenue and financial standing on a quarterly basis but only Semi-annually . Who would want to invest in a company that does not report its results on a quarterly basis? Moreover, insiders either through direct shares holding or by investment vehicle holding controls almost 70% of the shares thus not enough liquidity in the marketplace!&nbsp;","text":"$PropNex(OYY.SI)$ why Propnex shares are not moving ! I think the reason is because of the result reporting being changed from Quarterly to Semi- annual basis ,therefore retail investors do not have knowledge of what the company's revenue and financial standing on a quarterly basis but only Semi-annually . Who would want to invest in a company that does not report its results on a quarterly basis? Moreover, insiders either through direct shares holding or by investment vehicle holding controls almost 70% of the shares thus not enough liquidity in the marketplace!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":208,"commentSize":1,"repostSize":15,"link":"https://ttm.financial/post/319267507277904","isVote":1,"tweetType":1,"viewCount":1011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312709482684624,"gmtCreate":1717370959446,"gmtModify":1717370963114,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"I bought 2 Nvidia Shares&nbsp;","listText":"I bought 2 Nvidia Shares&nbsp;","text":"I bought 2 Nvidia Shares","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":87,"commentSize":1,"repostSize":40,"link":"https://ttm.financial/post/312709482684624","isVote":1,"tweetType":1,"viewCount":3437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965913346,"gmtCreate":1669870052386,"gmtModify":1676538260546,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Your ticket to a brand new Tesla if you acquire 300,000 shares and wait it out for 2 years after they have completed billing the $18.1 Billion order bookings!&nbsp;","listText":"<a href=\"https://ttm.financial/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Your ticket to a brand new Tesla if you acquire 300,000 shares and wait it out for 2 years after they have completed billing the $18.1 Billion order bookings!&nbsp;","text":"$SEMBCORP MARINE LTD(S51.SI)$ Your ticket to a brand new Tesla if you acquire 300,000 shares and wait it out for 2 years after they have completed billing the $18.1 Billion order bookings!","images":[{"img":"https://community-static.tradeup.com/news/9c3f6ad4980a4399de04b9cbdc2193f3","width":"1284","height":"2778"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":58,"commentSize":38,"repostSize":0,"link":"https://ttm.financial/post/9965913346","isVote":1,"tweetType":1,"viewCount":1371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":320201283022928,"gmtCreate":1719203312212,"gmtModify":1719203316825,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$ </a>Nvidia hsd chosen the&nbsp; Road to perdition after share splitting !&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$ </a>Nvidia hsd chosen the&nbsp; Road to perdition after share splitting !&nbsp;","text":"$NVIDIA Corp(NVDA)$ Nvidia hsd chosen the Road to perdition after share splitting !","images":[{"img":"https://community-static.tradeup.com/news/663cc03fbdf994f28323e5c7ad16899f","width":"1440","height":"3245"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":20,"link":"https://ttm.financial/post/320201283022928","isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":321282242081024,"gmtCreate":1719468698560,"gmtModify":1719468705666,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/5E2.SI\">$Seatrium Ltd(5E2.SI)$</a> Where is the CEO ? Shares are plummeting like crazy ????","listText":"<a href=\"https://ttm.financial/S/5E2.SI\">$Seatrium Ltd(5E2.SI)$</a> Where is the CEO ? Shares are plummeting like crazy ????","text":"$Seatrium Ltd(5E2.SI)$ Where is the CEO ? Shares are plummeting like crazy ????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/321282242081024","isVote":1,"tweetType":1,"viewCount":817,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4138919106325372","authorId":"4138919106325372","authorIdStr":"4138919106325372","name":"Jamesang","avatar":"https://community-static.tradeup.com/news/151ac8d77111cda5e95902a8694b5a41","crmLevel":6,"crmLevelSwitch":0,"idStr":"4138919106325372"},"content":"$Seatrium Ltd(5E2.SI)$ I bought $32,000 Seatrium shares at $1.46. I have another $40,000 to DCA at $1. If seatrium falls to 50 cents I will use my $1.2 million cash in bank to buy $1.2 million of seatrium","text":"$Seatrium Ltd(5E2.SI)$ I bought $32,000 Seatrium shares at $1.46. I have another $40,000 to DCA at $1. If seatrium falls to 50 cents I will use my $1.2 million cash in bank to buy $1.2 million of seatrium","html":"$Seatrium Ltd(5E2.SI)$ I bought $32,000 Seatrium shares at $1.46. I have another $40,000 to DCA at $1. If seatrium falls to 50 cents I will use my $1.2 million cash in bank to buy $1.2 million of seatrium"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955282245,"gmtCreate":1675458842087,"gmtModify":1676539004087,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"$Grab Holdings(GRAB)$ Grab business model is good but lacks profitability. Digital Banking License does not work for Grab as there are plenty of competitions out there. Business model of Taxi and Delivery service based on leeching bikes and car owners to make a profit is unsustainable. Margins are thin and&nbsp; eventually it will fade away and enter Chapter 11.&nbsp;","listText":"$Grab Holdings(GRAB)$ Grab business model is good but lacks profitability. Digital Banking License does not work for Grab as there are plenty of competitions out there. Business model of Taxi and Delivery service based on leeching bikes and car owners to make a profit is unsustainable. Margins are thin and&nbsp; eventually it will fade away and enter Chapter 11.&nbsp;","text":"$Grab Holdings(GRAB)$ Grab business model is good but lacks profitability. Digital Banking License does not work for Grab as there are plenty of competitions out there. Business model of Taxi and Delivery service based on leeching bikes and car owners to make a profit is unsustainable. Margins are thin and eventually it will fade away and enter Chapter 11.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":36,"commentSize":16,"repostSize":1,"link":"https://ttm.financial/post/9955282245","isVote":1,"tweetType":1,"viewCount":1296,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087945317850020","authorId":"4087945317850020","authorIdStr":"4087945317850020","name":"hh488","avatar":"https://static.tigerbbs.com/7ef8dc41ed1e0c6e411a9a46b77edd66","crmLevel":5,"crmLevelSwitch":1,"idStr":"4087945317850020"},"content":"Lady minister joining Grab too. [LOL]","text":"Lady minister joining Grab too. [LOL]","html":"Lady minister joining Grab too. [LOL]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949644160,"gmtCreate":1678663708351,"gmtModify":1678663713700,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$&nbsp;</a>Negative for a very long time. Though dividend payout is good but capital got stuck for a long time. Do not invest in this stock .&nbsp;","listText":"<a href=\"https://ttm.financial/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$&nbsp;</a>Negative for a very long time. Though dividend payout is good but capital got stuck for a long time. Do not invest in this stock .&nbsp;","text":"$KEPPEL DC REIT(AJBU.SI)$ Negative for a very long time. Though dividend payout is good but capital got stuck for a long time. Do not invest in this stock .","images":[{"img":"https://community-static.tradeup.com/news/bfdb776af6ef6319c1fe92d1c96b43d7","width":"1290","height":"2556"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":30,"commentSize":17,"repostSize":1,"link":"https://ttm.financial/post/9949644160","isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":188973701197944,"gmtCreate":1687161678469,"gmtModify":1687161682174,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInves(9CI.SI)$ &nbsp;</a>what the bull...it will rise to $3.75","listText":"<a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInves(9CI.SI)$ &nbsp;</a>what the bull...it will rise to $3.75","text":"$CapitaLandInves(9CI.SI)$ what the bull...it will rise to $3.75","images":[{"img":"https://community-static.tradeup.com/news/793f7141034bc898bdf52982866d761a","width":"1812","height":"2200"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/188973701197944","isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9957770675,"gmtCreate":1677572521998,"gmtModify":1677572526788,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/OYY.SI\">$PROPNEX LIMITED(OYY.SI)$ &nbsp;</a>Propnex SHARRS are rising with a strong set of&nbsp;FY2022 Final&nbsp;results and 1:1 Bonus proposal.&nbsp;","listText":"<a href=\"https://ttm.financial/S/OYY.SI\">$PROPNEX LIMITED(OYY.SI)$ &nbsp;</a>Propnex SHARRS are rising with a strong set of&nbsp;FY2022 Final&nbsp;results and 1:1 Bonus proposal.&nbsp;","text":"$PROPNEX LIMITED(OYY.SI)$ Propnex SHARRS are rising with a strong set of FY2022 Final results and 1:1 Bonus proposal.","images":[{"img":"https://community-static.tradeup.com/news/00a037d8fc5af8899b8d82dbc936e06b","width":"904","height":"2200"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":32,"commentSize":17,"repostSize":0,"link":"https://ttm.financial/post/9957770675","isVote":1,"tweetType":1,"viewCount":662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":321287453864192,"gmtCreate":1719469970968,"gmtModify":1719470025082,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/5E2.SI\">$Seatrium Ltd(5E2.SI)$</a> Seatrium shares are now inching towards NTA ! Quick grab and don't miss it !!","listText":"<a href=\"https://ttm.financial/S/5E2.SI\">$Seatrium Ltd(5E2.SI)$</a> Seatrium shares are now inching towards NTA ! Quick grab and don't miss it !!","text":"$Seatrium Ltd(5E2.SI)$ Seatrium shares are now inching towards NTA ! Quick grab and don't miss it !!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/321287453864192","isVote":1,"tweetType":1,"viewCount":785,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4138919106325372","authorId":"4138919106325372","authorIdStr":"4138919106325372","name":"Jamesang","avatar":"https://community-static.tradeup.com/news/151ac8d77111cda5e95902a8694b5a41","crmLevel":6,"crmLevelSwitch":0,"idStr":"4138919106325372"},"content":"$Seatrium Ltd(5E2.SI)$ I bought $32,000 Seatrium shares at $1.46. I have another $40,000 to DCA at $1. If seatrium falls to 50 cents I will use my $1.2 million cash in bank to buy $1.2 million of seatrium","text":"$Seatrium Ltd(5E2.SI)$ I bought $32,000 Seatrium shares at $1.46. I have another $40,000 to DCA at $1. If seatrium falls to 50 cents I will use my $1.2 million cash in bank to buy $1.2 million of seatrium","html":"$Seatrium Ltd(5E2.SI)$ I bought $32,000 Seatrium shares at $1.46. I have another $40,000 to DCA at $1. If seatrium falls to 50 cents I will use my $1.2 million cash in bank to buy $1.2 million of seatrium"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":331616244998240,"gmtCreate":1721968944115,"gmtModify":1721968947645,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/5E2.SI\">$Seatrium Ltd(5E2.SI)$</a> Seatrium is about to shoot through its roof post Results announcement! Quickly acquire more of its shares !","listText":"<a href=\"https://ttm.financial/S/5E2.SI\">$Seatrium Ltd(5E2.SI)$</a> Seatrium is about to shoot through its roof post Results announcement! Quickly acquire more of its shares !","text":"$Seatrium Ltd(5E2.SI)$ Seatrium is about to shoot through its roof post Results announcement! Quickly acquire more of its shares !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/331616244998240","isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4138919106325372","authorId":"4138919106325372","authorIdStr":"4138919106325372","name":"Jamesang","avatar":"https://community-static.tradeup.com/news/151ac8d77111cda5e95902a8694b5a41","crmLevel":6,"crmLevelSwitch":0,"idStr":"4138919106325372"},"content":"$Seatrium Ltd(5E2.SI)$ I bought $42,000 Seatrium shares at $1.46. I have another $40,000 to DCA at $1. If seatrium falls to 50 cents I will use my $1.2 million cash in bank to buy $1.2 million of seatrium","text":"$Seatrium Ltd(5E2.SI)$ I bought $42,000 Seatrium shares at $1.46. I have another $40,000 to DCA at $1. If seatrium falls to 50 cents I will use my $1.2 million cash in bank to buy $1.2 million of seatrium","html":"$Seatrium Ltd(5E2.SI)$ I bought $42,000 Seatrium shares at $1.46. I have another $40,000 to DCA at $1. If seatrium falls to 50 cents I will use my $1.2 million cash in bank to buy $1.2 million of seatrium"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":319456549711952,"gmtCreate":1719021492555,"gmtModify":1719021497125,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"It is not correct in a way! 40% is owned by Mr Kuok and his company Kerry Group! So how could private companies (42%) which is incorrect control Wilmar ??","listText":"It is not correct in a way! 40% is owned by Mr Kuok and his company Kerry Group! So how could private companies (42%) which is incorrect control Wilmar ??","text":"It is not correct in a way! 40% is owned by Mr Kuok and his company Kerry Group! So how could private companies (42%) which is incorrect control Wilmar ??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/319456549711952","repostId":"2444175520","repostType":2,"repost":{"id":"2444175520","pubTimestamp":1718682943,"share":"https://ttm.financial/m/news/2444175520?lang=&edition=fundamental","pubTime":"2024-06-18 11:55","market":"sg","language":"en","title":"Wilmar International Limited's (SGX:F34) largest shareholders are private companies with 42% ownership, public companies own 22%","url":"https://stock-news.laohu8.com/highlight/detail?id=2444175520","media":"Simply Wall St.","summary":"Key Insights Significant control over Wilmar International by private companies implies that the general public has...","content":"<html><body><div><h3>Key Insights</h3><ul> <li> Significant control over Wilmar International by private companies implies that the general public has more power to influence management and governance-related decisions </li> <li> The top 3 shareholders own 56% of the company </li> <li>  Recent purchases by insiders  </li> </ul><p> A look at the shareholders of Wilmar International Limited (SGX:F34) can tell us which group is most powerful.  And the group that holds the biggest piece of the pie are private companies with 42% ownership.  Put another way, the group faces the maximum upside potential (or downside risk). </p><p> And public companies on the other hand have a 22% ownership in the company.   </p><p> In the chart below, we zoom in on the different ownership groups of Wilmar International. </p><p><span> Check out our latest analysis for Wilmar International </span></p><figure><img height=\"245\" loading=\"lazy\" src=\"https://images.simplywall.st/asset/chart/5467851-ownership-breakdown-1-dark/1718682940238\" width=\"746\"/><figcaption>SGX:F34 Ownership Breakdown June 18th 2024</figcaption></figure> <h2>What Does The Institutional Ownership Tell Us About Wilmar International?</h2><p> Many institutions measure their performance against an index that approximates the local market. So they usually pay more attention to companies that are included in major indices. </p> <p> As you can see, institutional investors have a fair amount of stake in Wilmar International.  This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes.  It is not uncommon to see a big share price drop if two large institutional investors try to sell out of a stock at the same time. So it is worth checking the past earnings trajectory of Wilmar International, (below). Of course, keep in mind that there are other factors to consider, too. </p><figure><img height=\"524\" loading=\"lazy\" src=\"https://images.simplywall.st/asset/chart/5467851-earnings-and-revenue-growth-1-dark/1718682941610\" width=\"821\"/><figcaption>SGX:F34 Earnings and Revenue Growth June 18th 2024</figcaption></figure> <p> Wilmar International is not owned by hedge funds.      The Kuok Group is currently the company's largest shareholder with 27% of shares outstanding.        Meanwhile, the second and third largest shareholders, hold 22% and 6.9%, of the shares outstanding, respectively.     Khoon Hong Kuok, who is the third-largest shareholder, also happens to hold the title of Chairman of the Board.      </p> <p> After doing some more digging, we found that the top 3 shareholders collectively control more than half of the company's shares, implying that they have considerable power to influence the company's decisions.  </p> <p> Researching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments.   There are a reasonable number of analysts covering the stock, so it might be useful to find out their aggregate view on the future.  </p><h2>Insider Ownership Of Wilmar International</h2><p> The definition of company insiders can be subjective and does vary between jurisdictions. Our data reflects individual insiders, capturing board members at the very least.  Company management run the business, but the CEO will answer to the board, even if he or she is a member of it. </p><p> Insider ownership is positive when it signals leadership are thinking like the true owners of the company. However, high insider ownership can also give immense power to a small group within the company. This can be negative in some circumstances. </p> <p> We can report that insiders do own shares in Wilmar International Limited.   It is a very large company, and board members collectively own S$1.3b worth of shares (at current prices).  we sometimes take an interest in  whether they have been buying or selling.  </p> <h2>General Public Ownership</h2><p> The general public-- including retail investors -- own 20% stake in the company, and hence can't easily be ignored.   While this size of ownership may not be enough to sway a policy decision in their favour, they can still make a collective impact on company policies. </p> <h2>Private Company Ownership</h2><p> Our data indicates that Private Companies hold 42%, of the company's shares.   It's hard to draw any conclusions from this fact alone, so its worth looking into who owns those private companies. Sometimes insiders or other related parties have an interest in shares in a public company through a separate private company.  </p> <h2>Public Company Ownership</h2><p> It appears to us that public companies own 22% of Wilmar International.   It's hard to say for sure but this suggests they have entwined business interests. This might be a strategic stake, so it's worth watching this space for changes in ownership.  </p> <h2>Next Steps:</h2><p> While it is well worth considering the different groups that own a company, there are other factors that are even more important.    To that end, you should learn about the  <strong> 3 warning signs </strong> we've spotted with Wilmar International (including 1 which is concerning) .   </p> <p> But ultimately <strong> it is the future</strong>, not the past, that will determine how well the owners of this business will do. Therefore we think it advisable to take a look at this free report showing whether analysts are predicting a brighter future. </p> <p><small>NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.</small></p><div><h3>Valuation is complex, but we're helping make it simple.</h3><p>Find out whether Wilmar International is potentially over or undervalued by checking out our comprehensive analysis, which includes <strong>fair value estimates, risks and warnings, dividends, insider transactions and financial health.</strong></p>View the Free Analysis</div><p><strong>Have feedback on this article? Concerned about the content?</strong> <strong>Get in touch</strong><strong> with us directly.</strong><i> Alternatively, email editorial-team (at) simplywallst.com.</i><i>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</i></p><div><h3>Valuation is complex, but we're helping make it simple.</h3><p>Find out whether Wilmar International is potentially over or undervalued by checking out our comprehensive analysis, which includes <strong>fair value estimates, risks and warnings, dividends, insider transactions and financial health.</strong></p>View the Free Analysis</div><p><strong>Have feedback on this article? Concerned about the content? Get in touch with us directly.</strong><em> Alternatively, email editorial-team@simplywallst.com</em></p></div></body></html>","source":"simplywall_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wilmar International Limited's (SGX:F34) largest shareholders are private companies with 42% ownership, public companies own 22%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWilmar International Limited's (SGX:F34) largest shareholders are private companies with 42% ownership, public companies own 22%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-18 11:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/sg/food-beverage-tobacco/sgx-f34/wilmar-international-shares/news/wilmar-international-limiteds-sgxf34-largest-shareholders-ar-1><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Insights  Significant control over Wilmar International by private companies implies that the general public has more power to influence management and governance-related decisions   The top 3 ...</p>\n\n<a href=\"https://simplywall.st/stocks/sg/food-beverage-tobacco/sgx-f34/wilmar-international-shares/news/wilmar-international-limiteds-sgxf34-largest-shareholders-ar-1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.simplywall.st/asset/industry/5121000-choice2-main-header/1585186862101","relate_stocks":{"SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","SG9999013478.USD":"利安新加坡股息基金","BK6509":"食品和饮料股","SG9999000343.SGD":"Schroder Singapore Trust A Dis SGD","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","BK6095":"农产品","SG9999016042.SGD":"Schroder Singapore Trust A Acc SGD","F34.SI":"丰益国际","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","SG9999006597.SGD":"United China-India Dynamic Growth SGD","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","SG9999002406.SGD":"利安新加坡信托基金","SG9999014302.SGD":"RHB Singapore Income Fund SGD","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD"},"source_url":"https://simplywall.st/stocks/sg/food-beverage-tobacco/sgx-f34/wilmar-international-shares/news/wilmar-international-limiteds-sgxf34-largest-shareholders-ar-1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2444175520","content_text":"Key Insights  Significant control over Wilmar International by private companies implies that the general public has more power to influence management and governance-related decisions   The top 3 shareholders own 56% of the company    Recent purchases by insiders    A look at the shareholders of Wilmar International Limited (SGX:F34) can tell us which group is most powerful.  And the group that holds the biggest piece of the pie are private companies with 42% ownership.  Put another way, the group faces the maximum upside potential (or downside risk).  And public companies on the other hand have a 22% ownership in the company.    In the chart below, we zoom in on the different ownership groups of Wilmar International.  Check out our latest analysis for Wilmar International SGX:F34 Ownership Breakdown June 18th 2024 What Does The Institutional Ownership Tell Us About Wilmar International? Many institutions measure their performance against an index that approximates the local market. So they usually pay more attention to companies that are included in major indices.   As you can see, institutional investors have a fair amount of stake in Wilmar International.  This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes.  It is not uncommon to see a big share price drop if two large institutional investors try to sell out of a stock at the same time. So it is worth checking the past earnings trajectory of Wilmar International, (below). Of course, keep in mind that there are other factors to consider, too. SGX:F34 Earnings and Revenue Growth June 18th 2024  Wilmar International is not owned by hedge funds.      The Kuok Group is currently the company's largest shareholder with 27% of shares outstanding.        Meanwhile, the second and third largest shareholders, hold 22% and 6.9%, of the shares outstanding, respectively.     Khoon Hong Kuok, who is the third-largest shareholder, also happens to hold the title of Chairman of the Board.        After doing some more digging, we found that the top 3 shareholders collectively control more than half of the company's shares, implying that they have considerable power to influence the company's decisions.    Researching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments.   There are a reasonable number of analysts covering the stock, so it might be useful to find out their aggregate view on the future.  Insider Ownership Of Wilmar International The definition of company insiders can be subjective and does vary between jurisdictions. Our data reflects individual insiders, capturing board members at the very least.  Company management run the business, but the CEO will answer to the board, even if he or she is a member of it.  Insider ownership is positive when it signals leadership are thinking like the true owners of the company. However, high insider ownership can also give immense power to a small group within the company. This can be negative in some circumstances.   We can report that insiders do own shares in Wilmar International Limited.   It is a very large company, and board members collectively own S$1.3b worth of shares (at current prices).  we sometimes take an interest in  whether they have been buying or selling.   General Public Ownership The general public-- including retail investors -- own 20% stake in the company, and hence can't easily be ignored.   While this size of ownership may not be enough to sway a policy decision in their favour, they can still make a collective impact on company policies.  Private Company Ownership Our data indicates that Private Companies hold 42%, of the company's shares.   It's hard to draw any conclusions from this fact alone, so its worth looking into who owns those private companies. Sometimes insiders or other related parties have an interest in shares in a public company through a separate private company.   Public Company Ownership It appears to us that public companies own 22% of Wilmar International.   It's hard to say for sure but this suggests they have entwined business interests. This might be a strategic stake, so it's worth watching this space for changes in ownership.   Next Steps: While it is well worth considering the different groups that own a company, there are other factors that are even more important.    To that end, you should learn about the   3 warning signs  we've spotted with Wilmar International (including 1 which is concerning) .     But ultimately  it is the future, not the past, that will determine how well the owners of this business will do. Therefore we think it advisable to take a look at this free report showing whether analysts are predicting a brighter future.  NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.Valuation is complex, but we're helping make it simple.Find out whether Wilmar International is potentially over or undervalued by checking out our comprehensive analysis, which includes fair value estimates, risks and warnings, dividends, insider transactions and financial health.View the Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're helping make it simple.Find out whether Wilmar International is potentially over or undervalued by checking out our comprehensive analysis, which includes fair value estimates, risks and warnings, dividends, insider transactions and financial health.View the Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4101990286498490","authorId":"4101990286498490","authorIdStr":"4101990286498490","name":"WSL 10PCT","avatar":"https://community-static.tradeup.com/news/d953369c644f994b163e6576fe170bb9","crmLevel":3,"crmLevelSwitch":1,"idStr":"4101990286498490"},"content":"erm Mr. Kuok using different entity to hold Wilmar including Kuok Group, PPB, Kerry Group etc. Kuok Group is private company while PPB is public listed company.","text":"erm Mr. Kuok using different entity to hold Wilmar including Kuok Group, PPB, Kerry Group etc. Kuok Group is private company while PPB is public listed company.","html":"erm Mr. Kuok using different entity to hold Wilmar including Kuok Group, PPB, Kerry Group etc. Kuok Group is private company while PPB is public listed company."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940965822,"gmtCreate":1677653969266,"gmtModify":1677655725544,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/OYY.SI\">$PROPNEX LIMITED(OYY.SI)$ &nbsp;</a>go go acquire more of Propnex Shares to get the bonus issue of 1 for 1.","listText":"<a href=\"https://ttm.financial/S/OYY.SI\">$PROPNEX LIMITED(OYY.SI)$ &nbsp;</a>go go acquire more of Propnex Shares to get the bonus issue of 1 for 1.","text":"$PROPNEX LIMITED(OYY.SI)$ go go acquire more of Propnex Shares to get the bonus issue of 1 for 1.","images":[{"img":"https://community-static.tradeup.com/news/5b526ba596384c7153e9bda3cecda45b","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":6,"repostSize":1,"link":"https://ttm.financial/post/9940965822","isVote":1,"tweetType":1,"viewCount":1153,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3585985842664114","authorId":"3585985842664114","authorIdStr":"3585985842664114","name":"Linus77","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"3585985842664114"},"content":"What does it mean if they issue bonus shares doesn't it mean share price will drop?","text":"What does it mean if they issue bonus shares doesn't it mean share price will drop?","html":"What does it mean if they issue bonus shares doesn't it mean share price will drop?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":330628849750264,"gmtCreate":1721725719082,"gmtModify":1721725727913,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/5E2.SI\">$Seatrium Ltd(5E2.SI)$</a> All the way and rise like a Phoenix!","listText":"<a href=\"https://ttm.financial/S/5E2.SI\">$Seatrium Ltd(5E2.SI)$</a> All the way and rise like a Phoenix!","text":"$Seatrium Ltd(5E2.SI)$ All the way and rise like a Phoenix!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/330628849750264","isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4138919106325372","authorId":"4138919106325372","authorIdStr":"4138919106325372","name":"Jamesang","avatar":"https://community-static.tradeup.com/news/151ac8d77111cda5e95902a8694b5a41","crmLevel":6,"crmLevelSwitch":0,"idStr":"4138919106325372"},"content":"$Seatrium Ltd(5E2.SI)$ I bought $42,000 Seatrium shares at $1.46. I have another $40,000 to DCA at $1. If seatrium falls to 50 cents I will use my $1.2 million cash in bank to buy $1.2 million of seatrium","text":"$Seatrium Ltd(5E2.SI)$ I bought $42,000 Seatrium shares at $1.46. I have another $40,000 to DCA at $1. If seatrium falls to 50 cents I will use my $1.2 million cash in bank to buy $1.2 million of seatrium","html":"$Seatrium Ltd(5E2.SI)$ I bought $42,000 Seatrium shares at $1.46. I have another $40,000 to DCA at $1. If seatrium falls to 50 cents I will use my $1.2 million cash in bank to buy $1.2 million of seatrium"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947112521,"gmtCreate":1682667593863,"gmtModify":1682667597302,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/OYY.SI\">$PROPNEX LIMITED(OYY.SI)$&nbsp;</a>It will rise to $1.8 because it's a bonus share issue and not split shares. Back by PropNex reserves funds to backing the bonus. There is a difference between Bonus shares and Split Shares.","listText":"<a href=\"https://ttm.financial/S/OYY.SI\">$PROPNEX LIMITED(OYY.SI)$&nbsp;</a>It will rise to $1.8 because it's a bonus share issue and not split shares. Back by PropNex reserves funds to backing the bonus. There is a difference between Bonus shares and Split Shares.","text":"$PROPNEX LIMITED(OYY.SI)$ It will rise to $1.8 because it's a bonus share issue and not split shares. Back by PropNex reserves funds to backing the bonus. There is a difference between Bonus shares and Split Shares.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9947112521","isVote":1,"tweetType":1,"viewCount":1373,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575034124594582","authorId":"3575034124594582","authorIdStr":"3575034124594582","name":"Andarian","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"idStr":"3575034124594582"},"content":"i see no difference seriously. it is still back to the same price X 2 eventually.","text":"i see no difference seriously. it is still back to the same price X 2 eventually.","html":"i see no difference seriously. it is still back to the same price X 2 eventually."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312739385004136,"gmtCreate":1717378122786,"gmtModify":1717378126559,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"PropNex is not moving as the shares in the market after splitting is still not enough! Bulk of the shares belongs to insider, using a private vehicle to hold the shares and hence no trading activity!","listText":"PropNex is not moving as the shares in the market after splitting is still not enough! Bulk of the shares belongs to insider, using a private vehicle to hold the shares and hence no trading activity!","text":"PropNex is not moving as the shares in the market after splitting is still not enough! Bulk of the shares belongs to insider, using a private vehicle to hold the shares and hence no trading activity!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/312739385004136","repostId":"2434033811","repostType":2,"repost":{"id":"2434033811","pubTimestamp":1715219147,"share":"https://ttm.financial/m/news/2434033811?lang=&edition=fundamental","pubTime":"2024-05-09 09:45","market":"us","language":"en","title":"Is It Time To Consider Buying PropNex Limited (SGX:OYY)?","url":"https://stock-news.laohu8.com/highlight/detail?id=2434033811","media":"Simply Wall St.","summary":"While PropNex Limited  might not have the largest market cap around , it saw its share price hover around a small range of S$0.86 to S$0.94 over the last few weeks. But is this actually reflective of the share value of the small-cap?Or is it currently undervalued, providing us with the opportunity to buy?Let’s take a look at PropNex’s outlook and value based on the most recent financial data to see if there are any catalysts for a price change.In light of this, if you'd like to do more analysis on the company, it's vital to be informed of the risks involved. While conducting our analy","content":"<html><body><p>While PropNex Limited (SGX:OYY) might not have the largest market cap around , it saw its share price hover around a small range of S$0.86 to S$0.94 over the last few weeks. But is this actually reflective of the share value of the small-cap? Or is it currently undervalued, providing us with the opportunity to buy? Let’s take a look at PropNex’s outlook and value based on the most recent financial data to see if there are any catalysts for a price change. </p>\n<p><span> Check out our latest analysis for PropNex </span></p>\n<h2> What's The Opportunity In PropNex? </h2>\n<p> According to our price multiple model, which makes a comparison between the company's price-to-earnings ratio and the industry average, the stock price seems to be justfied. We’ve used the price-to-earnings ratio in this instance because there’s not enough visibility to forecast its cash flows. The stock’s ratio of 13.62x is currently trading slightly below its industry peers’ ratio of 14.89x, which means if you buy PropNex today, you’d be paying a reasonable price for it. And if you believe that PropNex should be trading at this level in the long run, then there’s not much of an upside to gain over and above other industry peers. Furthermore, it seems like PropNex’s share price is quite stable, which means there may be less chances to buy low in the future now that it’s priced similarly to industry peers. This is because the stock is less volatile than the wider market given its low beta. </p>\n<h2> What does the future of PropNex look like? </h2>\n<figure>\n<img height=\"524\" src=\"https://s.yimg.com/uu/api/res/1.2/bFxvs2P31K1xh4O6hhlBOQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/simply_wall_st__316/69fde732594b97b64beb0498a3137b83\" width=\"821\"/>\n<figcaption>\n  SGX:OYY Earnings and Revenue Growth May 9th 2024\n </figcaption>\n</figure>\n<p> Investors looking for growth in their portfolio may want to consider the prospects of a company before buying its shares. Buying a great company with a robust outlook at a cheap price is always a good investment, so let’s also take a look at the company's future expectations. PropNex's earnings growth are expected to be in the teens in the upcoming years, indicating a solid future ahead. This should lead to robust cash flows, feeding into a higher share value. </p>\n<h2>What This Means For You</h2>\n<p><strong>Are you a shareholder?</strong> It seems like the market has already priced in OYY’s positive outlook, with shares trading around industry price multiples. However, there are also other important factors which we haven’t considered today, such as the financial strength of the company. Have these factors changed since the last time you looked at OYY? Will you have enough conviction to buy should the price fluctuate below the industry PE ratio? </p>\n<p><strong>Are you a potential investor?</strong> If you’ve been keeping tabs on OYY, now may not be the most advantageous time to buy, given it is trading around industry price multiples. However, the optimistic forecast is encouraging for OYY, which means it’s worth diving deeper into other factors such as the strength of its balance sheet, in order to take advantage of the next price drop. </p>\n<p> In light of this, if you'd like to do more analysis on the company, it's vital to be informed of the risks involved. While conducting our analysis, we found that PropNex has <strong>1 warning sign</strong> and it would be unwise to ignore it. </p>\n<p> If you are no longer interested in PropNex, you can use our free platform to see our list of over 50 other stocks with a high growth potential. </p>\n<p><strong>Have feedback on this article? Concerned about the content?</strong> <strong>Get in touch</strong><strong> with us directly.</strong><i> Alternatively, email editorial-team (at) simplywallst.com.</i><br/><br/><i>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</i><br/><br/></p></body></html>","source":"yahoofinance_sg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Time To Consider Buying PropNex Limited (SGX:OYY)?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Time To Consider Buying PropNex Limited (SGX:OYY)?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-09 09:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/time-consider-buying-propnex-limited-014547329.html><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While PropNex Limited (SGX:OYY) might not have the largest market cap around , it saw its share price hover around a small range of S$0.86 to S$0.94 over the last few weeks. But is this actually ...</p>\n\n<a href=\"https://finance.yahoo.com/news/time-consider-buying-propnex-limited-014547329.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/dyle7mHf2v_V1m1LrH4j5A--~B/aD00MzI7dz0xMTk0O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/simply_wall_st__316/9b27f5216f799d93084482c1da19bddd","relate_stocks":{"OYY.SI":"PROPNEX LIMITED","BK6010":"房地产服务","BK6512":"房地产股"},"source_url":"https://finance.yahoo.com/news/time-consider-buying-propnex-limited-014547329.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2434033811","content_text":"While PropNex Limited (SGX:OYY) might not have the largest market cap around , it saw its share price hover around a small range of S$0.86 to S$0.94 over the last few weeks. But is this actually reflective of the share value of the small-cap? Or is it currently undervalued, providing us with the opportunity to buy? Let’s take a look at PropNex’s outlook and value based on the most recent financial data to see if there are any catalysts for a price change. \n Check out our latest analysis for PropNex \n What's The Opportunity In PropNex? \n According to our price multiple model, which makes a comparison between the company's price-to-earnings ratio and the industry average, the stock price seems to be justfied. We’ve used the price-to-earnings ratio in this instance because there’s not enough visibility to forecast its cash flows. The stock’s ratio of 13.62x is currently trading slightly below its industry peers’ ratio of 14.89x, which means if you buy PropNex today, you’d be paying a reasonable price for it. And if you believe that PropNex should be trading at this level in the long run, then there’s not much of an upside to gain over and above other industry peers. Furthermore, it seems like PropNex’s share price is quite stable, which means there may be less chances to buy low in the future now that it’s priced similarly to industry peers. This is because the stock is less volatile than the wider market given its low beta. \n What does the future of PropNex look like? \n\n\n\n  SGX:OYY Earnings and Revenue Growth May 9th 2024\n \n\n Investors looking for growth in their portfolio may want to consider the prospects of a company before buying its shares. Buying a great company with a robust outlook at a cheap price is always a good investment, so let’s also take a look at the company's future expectations. PropNex's earnings growth are expected to be in the teens in the upcoming years, indicating a solid future ahead. This should lead to robust cash flows, feeding into a higher share value. \nWhat This Means For You\nAre you a shareholder? It seems like the market has already priced in OYY’s positive outlook, with shares trading around industry price multiples. However, there are also other important factors which we haven’t considered today, such as the financial strength of the company. Have these factors changed since the last time you looked at OYY? Will you have enough conviction to buy should the price fluctuate below the industry PE ratio? \nAre you a potential investor? If you’ve been keeping tabs on OYY, now may not be the most advantageous time to buy, given it is trading around industry price multiples. However, the optimistic forecast is encouraging for OYY, which means it’s worth diving deeper into other factors such as the strength of its balance sheet, in order to take advantage of the next price drop. \n In light of this, if you'd like to do more analysis on the company, it's vital to be informed of the risks involved. While conducting our analysis, we found that PropNex has 1 warning sign and it would be unwise to ignore it. \n If you are no longer interested in PropNex, you can use our free platform to see our list of over 50 other stocks with a high growth potential. \nHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":232170748903480,"gmtCreate":1697710677799,"gmtModify":1697710681967,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/232170748903480","repostId":"1130094331","repostType":2,"repost":{"id":"1130094331","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1697664691,"share":"https://ttm.financial/m/news/1130094331?lang=&edition=fundamental","pubTime":"2023-10-19 05:31","market":"us","language":"en","title":"Tesla Slightly Misses Estimates on Margin, Sticks to Production Goal","url":"https://stock-news.laohu8.com/highlight/detail?id=1130094331","media":"Reuters","summary":"$Tesla(TSLA)$'s third-quarter gross margin shrank from a year earlier, slightly missing Wall Street estimates, as the electric automaker slashed prices to boost demand in the face of higher interest r","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>&#39;s third-quarter gross margin shrank from a year earlier, slightly missing Wall Street estimates, as the electric automaker slashed prices to boost demand in the face of higher interest rates.</p><p>Tesla stock drops 4.24% in after-hours trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ff0d859f54e15c405190627e807f027\" tg-width=\"832\" tg-height=\"625\"/></p><p style=\"text-align: start;\">But the company on Wednesday stuck to its annual production target of 1.8 million vehicles, suggesting the discounts were driving demand. Some analysts said Tesla may need to cut prices further to achieve its annual delivery target amid a broader slowdown in electric vehicle demand.</p><p>Tesla also missed analysts&#39; expectations for third-quarter revenue and profit. It said its margin had taken a hit from the underutilization of new factories and an increase in operating expenses driven by its upcoming Cybertruck model, spending on artificial intelligence and other projects.</p><p style=\"text-align: start;\">Tesla&#39;s average revenue per unit declined by nearly 11% from a year earlier.</p><p style=\"text-align: start;\">The company said it has begun pilot production of the Cybertruck at its Texas Gigafactory, with the first deliveries scheduled for Nov. 30.</p><p>The company has since January resorted to steep price cuts and discounts, including reductions of more than 6% across models in the third quarter, to propel sales at a time when overall demand is under pressure.</p><p style=\"text-align: start;\">While those efforts drove up sales in the first half of the year, planned factory retooling to prepare for production of new models throttled Tesla&#39;s deliveries between July and September.</p><p style=\"text-align: start;\">Investors and analysts expect more price cuts as the automaker aims to deliver a record 476,000 vehicles in the fourth quarter to meet its annual target.</p><p>Still, Tesla&#39;s stock has more than doubled this year as investors bet the company will fare better than rivals in an uncertain economy and get a long-term margin boost from its self-driving software. The company&#39;s shares fell 2% in extended trading on Wednesday before cutting losses to trade up 0.2%.</p><p style=\"text-align: start;\">The company reported a gross margin of 17.9% for the quarter ended September, compared with 25.1% a year earlier, when it had yet to start the price cuts. Margins fell despite a roughly $2,000 per vehicle reduction in raw material costs in the past quarter.</p><p style=\"text-align: start;\">In the second quarter, Tesla had posted a gross margin of 18.2%.</p><p style=\"text-align: start;\">Wall Street had on average expected Tesla to post a margin of 18.02%, according to 21 analysts polled by Visible Alpha. According to LSEG data, an average of 17 analysts polled expected gross margin of 18.25%.</p><p style=\"text-align: start;\">&#34;While production cost at our new factories remained higher than our established factories, we have implemented necessary upgrades in Q3 to enable further unit cost reductions. We continue to believe that an industry leader needs to be a cost leader,&#34; Tesla said in a statement.</p><p style=\"text-align: start;\">Tesla said its energy business, which sells solar panels and batteries, as well as its services business, had become a meaningful contributor to profit with more than $500 million in combined gross profit in the quarter.</p><p style=\"text-align: start;\">Revenue in the third quarter rose 9% to $23.35 billion, compared with analysts&#39; estimates of $24.1 billion. That marked the slowest pace of growth in more than three years.</p><p style=\"text-align: start;\">On an adjusted basis, Tesla earned 66 cents per share. Analysts had expected a profit of 73 cents per share, according to LSEG data. It was not immediately clear if the numbers were comparable.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Slightly Misses Estimates on Margin, Sticks to Production Goal</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Slightly Misses Estimates on Margin, Sticks to Production Goal\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-10-19 05:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>&#39;s third-quarter gross margin shrank from a year earlier, slightly missing Wall Street estimates, as the electric automaker slashed prices to boost demand in the face of higher interest rates.</p><p>Tesla stock drops 4.24% in after-hours trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ff0d859f54e15c405190627e807f027\" tg-width=\"832\" tg-height=\"625\"/></p><p style=\"text-align: start;\">But the company on Wednesday stuck to its annual production target of 1.8 million vehicles, suggesting the discounts were driving demand. Some analysts said Tesla may need to cut prices further to achieve its annual delivery target amid a broader slowdown in electric vehicle demand.</p><p>Tesla also missed analysts&#39; expectations for third-quarter revenue and profit. It said its margin had taken a hit from the underutilization of new factories and an increase in operating expenses driven by its upcoming Cybertruck model, spending on artificial intelligence and other projects.</p><p style=\"text-align: start;\">Tesla&#39;s average revenue per unit declined by nearly 11% from a year earlier.</p><p style=\"text-align: start;\">The company said it has begun pilot production of the Cybertruck at its Texas Gigafactory, with the first deliveries scheduled for Nov. 30.</p><p>The company has since January resorted to steep price cuts and discounts, including reductions of more than 6% across models in the third quarter, to propel sales at a time when overall demand is under pressure.</p><p style=\"text-align: start;\">While those efforts drove up sales in the first half of the year, planned factory retooling to prepare for production of new models throttled Tesla&#39;s deliveries between July and September.</p><p style=\"text-align: start;\">Investors and analysts expect more price cuts as the automaker aims to deliver a record 476,000 vehicles in the fourth quarter to meet its annual target.</p><p>Still, Tesla&#39;s stock has more than doubled this year as investors bet the company will fare better than rivals in an uncertain economy and get a long-term margin boost from its self-driving software. The company&#39;s shares fell 2% in extended trading on Wednesday before cutting losses to trade up 0.2%.</p><p style=\"text-align: start;\">The company reported a gross margin of 17.9% for the quarter ended September, compared with 25.1% a year earlier, when it had yet to start the price cuts. Margins fell despite a roughly $2,000 per vehicle reduction in raw material costs in the past quarter.</p><p style=\"text-align: start;\">In the second quarter, Tesla had posted a gross margin of 18.2%.</p><p style=\"text-align: start;\">Wall Street had on average expected Tesla to post a margin of 18.02%, according to 21 analysts polled by Visible Alpha. According to LSEG data, an average of 17 analysts polled expected gross margin of 18.25%.</p><p style=\"text-align: start;\">&#34;While production cost at our new factories remained higher than our established factories, we have implemented necessary upgrades in Q3 to enable further unit cost reductions. We continue to believe that an industry leader needs to be a cost leader,&#34; Tesla said in a statement.</p><p style=\"text-align: start;\">Tesla said its energy business, which sells solar panels and batteries, as well as its services business, had become a meaningful contributor to profit with more than $500 million in combined gross profit in the quarter.</p><p style=\"text-align: start;\">Revenue in the third quarter rose 9% to $23.35 billion, compared with analysts&#39; estimates of $24.1 billion. That marked the slowest pace of growth in more than three years.</p><p style=\"text-align: start;\">On an adjusted basis, Tesla earned 66 cents per share. Analysts had expected a profit of 73 cents per share, according to LSEG data. It was not immediately clear if the numbers were comparable.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130094331","content_text":"Tesla's third-quarter gross margin shrank from a year earlier, slightly missing Wall Street estimates, as the electric automaker slashed prices to boost demand in the face of higher interest rates.Tesla stock drops 4.24% in after-hours trading.But the company on Wednesday stuck to its annual production target of 1.8 million vehicles, suggesting the discounts were driving demand. Some analysts said Tesla may need to cut prices further to achieve its annual delivery target amid a broader slowdown in electric vehicle demand.Tesla also missed analysts' expectations for third-quarter revenue and profit. It said its margin had taken a hit from the underutilization of new factories and an increase in operating expenses driven by its upcoming Cybertruck model, spending on artificial intelligence and other projects.Tesla's average revenue per unit declined by nearly 11% from a year earlier.The company said it has begun pilot production of the Cybertruck at its Texas Gigafactory, with the first deliveries scheduled for Nov. 30.The company has since January resorted to steep price cuts and discounts, including reductions of more than 6% across models in the third quarter, to propel sales at a time when overall demand is under pressure.While those efforts drove up sales in the first half of the year, planned factory retooling to prepare for production of new models throttled Tesla's deliveries between July and September.Investors and analysts expect more price cuts as the automaker aims to deliver a record 476,000 vehicles in the fourth quarter to meet its annual target.Still, Tesla's stock has more than doubled this year as investors bet the company will fare better than rivals in an uncertain economy and get a long-term margin boost from its self-driving software. The company's shares fell 2% in extended trading on Wednesday before cutting losses to trade up 0.2%.The company reported a gross margin of 17.9% for the quarter ended September, compared with 25.1% a year earlier, when it had yet to start the price cuts. Margins fell despite a roughly $2,000 per vehicle reduction in raw material costs in the past quarter.In the second quarter, Tesla had posted a gross margin of 18.2%.Wall Street had on average expected Tesla to post a margin of 18.02%, according to 21 analysts polled by Visible Alpha. According to LSEG data, an average of 17 analysts polled expected gross margin of 18.25%.\"While production cost at our new factories remained higher than our established factories, we have implemented necessary upgrades in Q3 to enable further unit cost reductions. We continue to believe that an industry leader needs to be a cost leader,\" Tesla said in a statement.Tesla said its energy business, which sells solar panels and batteries, as well as its services business, had become a meaningful contributor to profit with more than $500 million in combined gross profit in the quarter.Revenue in the third quarter rose 9% to $23.35 billion, compared with analysts' estimates of $24.1 billion. That marked the slowest pace of growth in more than three years.On an adjusted basis, Tesla earned 66 cents per share. Analysts had expected a profit of 73 cents per share, according to LSEG data. It was not immediately clear if the numbers were comparable.","news_type":1},"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952598076,"gmtCreate":1674796144096,"gmtModify":1676538959309,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$ &nbsp;</a>go go&nbsp;","listText":"<a href=\"https://ttm.financial/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$ &nbsp;</a>go go&nbsp;","text":"$SEMBCORP MARINE LTD(S51.SI)$ go go","images":[{"img":"https://community-static.tradeup.com/news/aa07632c11f89890f685363956037924","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952598076","isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"idStr":"3582154836923956"},"content":"waiting for a New Porsche when it hits $1.00 in 2024","text":"waiting for a New Porsche when it hits $1.00 in 2024","html":"waiting for a New Porsche when it hits $1.00 in 2024"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9003952664,"gmtCreate":1640859998945,"gmtModify":1676533548551,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>Buy buy it’s cheap now andreaps your profits in 2022! Don’t let the opportunity slips away!!!!","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>Buy buy it’s cheap now andreaps your profits in 2022! Don’t let the opportunity slips away!!!!","text":"$Tiger Brokers(TIGR)$Buy buy it’s cheap now andreaps your profits in 2022! Don’t let the opportunity slips away!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003952664","isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577008494818778","authorId":"3577008494818778","authorIdStr":"3577008494818778","name":"BlackTechAI","avatar":"https://static.tigerbbs.com/d64102b43967a7880f608e7ec776385d","crmLevel":2,"crmLevelSwitch":0,"idStr":"3577008494818778"},"content":"Support Tiger! Go go Tiger! Afterall the fact is since everyone here all already decided to put our faith & trading funds $ invested through Tiger Brokers, of course it is credible business as usual!","text":"Support Tiger! Go go Tiger! Afterall the fact is since everyone here all already decided to put our faith & trading funds $ invested through Tiger Brokers, of course it is credible business as usual!","html":"Support Tiger! Go go Tiger! Afterall the fact is since everyone here all already decided to put our faith & trading funds $ invested through Tiger Brokers, of course it is credible business as usual!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":288090009735416,"gmtCreate":1711357065367,"gmtModify":1711357069108,"author":{"id":"3582154836923956","authorId":"3582154836923956","authorIdStr":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154836923956"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp; Keep buying Tiger and one fine day in 2050 the shares will rise to $1000","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp; Keep buying Tiger and one fine day in 2050 the shares will rise to $1000","text":"$Tiger Brokers(TIGR)$ Keep buying Tiger and one fine day in 2050 the shares will rise to $1000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/288090009735416","isVote":1,"tweetType":1,"viewCount":1501,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575359596370479","authorId":"3575359596370479","authorIdStr":"3575359596370479","name":"Sparky77","avatar":"https://static.tigerbbs.com/c836234cb7aec8b7d8754daee0f11731","crmLevel":5,"crmLevelSwitch":1,"idStr":"3575359596370479"},"content":"Don't continue throwing money into this Tiger and getting your money stuck. I was lucky to sell off most of my shares back when it was above 10. Invest elsewhere. This is a dead stock.","text":"Don't continue throwing money into this Tiger and getting your money stuck. I was lucky to sell off most of my shares back when it was above 10. Invest elsewhere. This is a dead stock.","html":"Don't continue throwing money into this Tiger and getting your money stuck. I was lucky to sell off most of my shares back when it was above 10. Invest elsewhere. This is a dead stock."}],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}