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Dyna67 Private ID: 101733161
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    The lower 2nd half net profit compared to last FY's was lower not because Singtel was not doing well. Last FY's net profit included an exceptional gain. So for a fairer comparison, you can look at the underlying net profit which excluded the exceptional gain. Apple to apple comparison shows this FY is better. Doing well. This will slowly sink in to the general public. Singtel share price will move up slow and steady.
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    $Singtel (Z74.SG)$ revenue and underlying profit looks good. 1st half dividend is impressive, giving 5.6 core + this FY value realisation 1.4 + last FY value realisation 1.9, for a total of 8.9cts. Dividend is growing. We should expect the 2nd half dividend to include a value realisation of 1.6 to 4.6cts on top of the core dividend in 6 months time.
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    $Singtel (Z74.SG)$ is consolidating well at the 3.20-3.30 range. All eyes will be on the up-coming 2nd quarter/half-yearly results. If Singtel managed to show its transformation is yielding positive outcome, and beating the 5.2 cts core dividend (or 5.2 core + 1.9 cts value realisation dividend), we should see 3.5 this year. I am still keeping my fingers crossed for 4 next year.
    Dyna67 commented on
    $Venture (V03.SG)$ share buyback at 13.93
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    AEM is one of the stocks in my watchlist but i have not taken any position yet. Its 3-month chart looks stabilising but its 5-year one doesn't show it has consolidated enough. Nov reporting may show us some signs but i am not so hopeful because its major customer Intel may take one or two more quarters to show us something positive. Currently not touching yet but keeping a close look out because I like turnaround play.
    Dyna67 commented on
    $Keppel (BN4.SG)$ trend is still up. My DCA is 6. I am expecting 7 this year.
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    $Singtel (Z74.SG)$ trend is still up. I am still expecting 3.50 this year and 4 next year.
    $Wilmar Intl (F34.SG)$ did not disappoint me. I have stopped my DCA last week at 3.15 and will ride the trend. Expect ups and downs along the way. I am looking at 4 by next year.
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    $Wilmar Intl (F34.SG)$ is consolidating well at the 3.00-3.20 level. Key indicators to watch are the movement of palm oil and cane prices, in particular the former. Palm oil price is still sustained by India, whose economy is doing well. The key issue is China, which may take a while to pull off from its sluggish economy. When China starts to recover, Wilmar will recover strongly. Unless you don't believe in the recovery story of China, then don't touch Wilmar, and some other China-themed stocks...
    $Singtel (Z74.SG)$ As I had previously mentioned, Singtel may consolidate at 3.20-3.30 level before moving towards 3.50 this year. I am expecting Singtel to attempt 4 next year. We need to watch up the quarterly reporting for signs of the trend going forward. I am heavily vested in Singtel to be honest.
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