tag:blogger.com,1999:blog-6930456496730255946.post3768398548389253563..comments2024-03-09T17:48:34.137+08:00Comments on Investmoolah: Far East Orchard HoldingsChoon Yuanhttp://www.blogger.com/profile/12611026055011755624noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-6930456496730255946.post-75495198979759842392019-05-12T19:16:14.900+08:002019-05-12T19:16:14.900+08:00Hi Choon Yuan,
Thank you for highlighting this hi...Hi Choon Yuan,<br /><br />Thank you for highlighting this hidden gem. Do you have any comments on the infringement case which has taken place way back in 2015 and they tried to appeal but the CCC has released its formal decision in Jan 19 and maintained<br />the financial penalty of S$286,610 as proposed in the PID? I believe management's integrity plays an important factor when deciding whether to invest in a company.<br /><br />Thanks<br /><br />ChongChonghttps://www.blogger.com/profile/04896788310927130097noreply@blogger.comtag:blogger.com,1999:blog-6930456496730255946.post-75696219615975723352019-04-21T20:20:09.580+08:002019-04-21T20:20:09.580+08:00Hi Ghchua, thanks for pointing out, will reedit my...Hi Ghchua, thanks for pointing out, will reedit my points then.Choon Yuanhttps://www.blogger.com/profile/12611026055011755624noreply@blogger.comtag:blogger.com,1999:blog-6930456496730255946.post-85730188184665742632019-04-21T17:30:59.179+08:002019-04-21T17:30:59.179+08:00P/bv is 0.439.... based on the sgx figure...safety...P/bv is 0.439.... based on the sgx figure...safety of Margin is almost 60%......Road Runnerhttps://www.blogger.com/profile/14398567125251351031noreply@blogger.comtag:blogger.com,1999:blog-6930456496730255946.post-35117872872568959442019-04-21T17:20:35.537+08:002019-04-21T17:20:35.537+08:00This is a hidden gem in my view... traded much bel...This is a hidden gem in my view... traded much below it nav.....invested in them...Road Runnerhttps://www.blogger.com/profile/14398567125251351031noreply@blogger.comtag:blogger.com,1999:blog-6930456496730255946.post-39955938387089268942019-04-21T12:19:30.657+08:002019-04-21T12:19:30.657+08:00Hi Choon Yuan,
You have missed out $36.75 million...Hi Choon Yuan,<br /><br />You have missed out $36.75 million dividend received from JVs under cash flow from investing activities in FY18. These are mainly from their JVs in Toga Trust and also Woods Square property development.<br /><br />Also, they do not need to pay out $26 million in cash as dividend each year (for 6cts per share dividend) as they have a scrip dividend scheme in place. For example, in FY18, they only paid out $8.1 million in cash, with the rest in scrip.<br /><br />With the above in mind, do you think that the 6 cents dividend is still sustainable going forward?ghchuahttps://www.blogger.com/profile/09475913934410840352noreply@blogger.comtag:blogger.com,1999:blog-6930456496730255946.post-70831743658538576402019-04-21T12:17:11.705+08:002019-04-21T12:17:11.705+08:00This comment has been removed by the author.ghchuahttps://www.blogger.com/profile/09475913934410840352noreply@blogger.com