$海庭(5E2.SG$ 看到了我想分享的这篇有趣的文章（推出三只交易价格可能低于其估计公允价值的新交所股票）。太神奇了不是吗？根据现金流，Seatrium是他们排名前五的低估股票之一？？真的是现金流？还是你的意思是资产净值/息税折旧摊销前利润？读完那篇文章后，也来看看这篇文章（Seatrium（新加坡证券交易所股票代码：S51）是否使用过多的债务？）。有趣的是，在这篇文章中，Simply Wall St 是两者的作者。我不想发表太多评论以防万一...
已翻译
12
5
$云顶新加坡(G13.SG$lngprime.com/co...不太确定在短期内，即两年内，这是对云顶股票来说是好消息还是坏消息，因为这是资本支出成本，在这种高利率环境下，公司将承担一些债务，但通常是为了让未来的2027财年+++报告受益
已翻译
1
已翻译
6
$海庭(5E2.SG$ 基本上，新管理层正在清理前管理层的烂摊子，那你们为什么要责怪新管理层。新管理层需要时间才能显示出成果，因为商业计划不是公司吞下苦药，下一刻就会出现好成绩的灵丹妙药。这家公司有惊人的30亿新加坡元的债务，这一切都要归功于前胜科海事管理公司，现在这个新人正试图清理这个烂摊子。银行提供不同的利率，该公司现在可能正在...
已翻译
22
9
$康福德高企业(C52.SG$
新加坡市场看起来像一只死猫。美国的泡沫反弹了这么久，但新加坡证券交易所只是现状。我们所有的 BB 都在哪里？尽管我们的许多股票的交易价格都高于其公允价值，但泡沫游戏的空间仍然很大![]()
新加坡市场看起来像一只死猫。美国的泡沫反弹了这么久，但新加坡证券交易所只是现状。我们所有的 BB 都在哪里？尽管我们的许多股票的交易价格都高于其公允价值，但泡沫游戏的空间仍然很大
已翻译
5
$Seatrium(S51.SG$
Seatrium的目标是到2028年实现超过8％的股本回报率：其最新投资者日的5个亮点
幻灯片其实还不错，但是让他们谈论息税折旧摊销前利润让人感到不安，因为摊销和折旧是真实存在的，对于债务如此之高的他们来说，利息支付额也将相当高。![]()
Seatrium的目标是到2028年实现超过8％的股本回报率：其最新投资者日的5个亮点
幻灯片其实还不错，但是让他们谈论息税折旧摊销前利润让人感到不安，因为摊销和折旧是真实存在的，对于债务如此之高的他们来说，利息支付额也将相当高。
已翻译
2
2
$Seatrium(S51.SG$
I dont see a stronger balance sheet based on the last issue. Company is just piling debts after debts like US government's infinite borrowings. But US has the Fed to save them, will Temasek save them or let it die after selling their renewable tech like letting Hyflux die after they sold their desalination plant? I do not want to guess Seatrium's borrowing costs but it should be quite high due to risky balance sheet and current rate environment. It will come as no surprise tha...
I dont see a stronger balance sheet based on the last issue. Company is just piling debts after debts like US government's infinite borrowings. But US has the Fed to save them, will Temasek save them or let it die after selling their renewable tech like letting Hyflux die after they sold their desalination plant? I do not want to guess Seatrium's borrowing costs but it should be quite high due to risky balance sheet and current rate environment. It will come as no surprise tha...
3
3
![[炸弹]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "炸弹"){kind=small}
$城市发展(C09.SG$
I agree with most of writer's point except that we cannot trade a stock based on RNAV and that CDL's current valuation based on latest Balance Sheet is below its current share price. Furthermore, CDL's operating is dismal at best and its high debt/gearing is really an alarm bell esp in such a high interest rate environment though rates should come down soon but it will probably still hover at quite a high level. I am not sure if Sherman is a bright business man and we cannot bl...
I agree with most of writer's point except that we cannot trade a stock based on RNAV and that CDL's current valuation based on latest Balance Sheet is below its current share price. Furthermore, CDL's operating is dismal at best and its high debt/gearing is really an alarm bell esp in such a high interest rate environment though rates should come down soon but it will probably still hover at quite a high level. I am not sure if Sherman is a bright business man and we cannot bl...
1
4
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)
cowpehcowmoo 楼主 Shootingstar : 很多时候，出版的内容可能是大个子们想让我们大多数人感知/相信的东西，即使这不是真相或完全是事实，但把它们当作阅读材料还是不错的。我主要依赖可用的（我感知到的）事实，最重要的资产负债表
cowpehcowmoo 楼主 28282828 : 我不知道他们为30亿美元的债务支付了多少利率，但你可以查看当前利率环境下的平均商业利率，以便大致了解一下（由于为高负债公司融资的风险，可能高于平时的平均水平），因此他们的很大一部分现金流将用于为此融资。我们必须等待下一次 AR 才能有更好的主意。告诉首席执行官醒来停止使用息税折旧摊销前利润作为衡量公司盈利能力的标准，因为对于负债累累的公司来说，这不是一个很好的衡量工具