tag:blogger.com,1999:blog-7944902213075756335.post5441246536549813916..comments2024-03-29T10:22:24.187+08:00Comments on A Singaporean Stocks Investor (ASSI): VICOM: Initiated long position at $5.71.AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger18125tag:blogger.com,1999:blog-7944902213075756335.post-12481622857282277822023-09-24T08:37:52.272+08:002023-09-24T08:37:52.272+08:00Hi Rae,
It is one of those investments I forget I...Hi Rae,<br /><br />It is one of those investments I forget I have.<br /><br />Thanks for reminding me. ;p<br /><br />With cars being so expensive these days, I suspect many more will be keeping their cars beyond 10 years which means yearly inspection would be required.<br /><br />Good news for VICOM. :DAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-10754055722203104692023-09-23T20:13:47.597+08:002023-09-23T20:13:47.597+08:00Hi AK
I remember reading this post 8 yrs ago.
If ...Hi AK<br /><br />I remember reading this post 8 yrs ago.<br />If can , appreciate if you can talk to yourself. <br />Thank youRaehttps://www.blogger.com/profile/03420794513252898662noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-52075251904818951862017-10-25T17:20:42.779+08:002017-10-25T17:20:42.779+08:00Hi Kevin,
I like that idea very much!
Kamsamida...Hi Kevin,<br /><br />I like that idea very much! <br /><br />Kamsamidah! ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-32536292571502267532017-10-25T17:12:32.497+08:002017-10-25T17:12:32.497+08:00Hi AK and pirate,
They can always increase the ca...Hi AK and pirate,<br /><br />They can always increase the car inspection fees to cushion the zero car growth "impact" as they are operating a monopoly business. ;)Kevinhttps://www.blogger.com/profile/16280702711941276740noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-2037939535660148462017-10-25T16:49:52.937+08:002017-10-25T16:49:52.937+08:00Hi pirate,
It depends on your reason for investin...Hi pirate,<br /><br />It depends on your reason for investing in VICOM. If you are investing for growth, then, you should be worried. As an investment for income, I am quite comfortable with VICOM.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-91301440532528727232017-10-24T09:19:23.970+08:002017-10-24T09:19:23.970+08:00Hi AK
What is your view on the impact on Vicom fo...Hi AK<br /><br />What is your view on the impact on Vicom for the zero car growth come Feb 2018?piratehttps://www.blogger.com/profile/16705980719282234123noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-61512623023697524842017-10-08T21:34:12.702+08:002017-10-08T21:34:12.702+08:00Hi Harold,
There should be some impact but it sho...Hi Harold,<br /><br />There should be some impact but it should not be earth shattering. I don't think it will cause a major decrease in revenue for VICOM.<br /><br />VICOM also retains some earnings yearly and with a strong net cash position, as an investment for income, it should be pretty reliable.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-39127469234012998712017-10-08T17:03:48.904+08:002017-10-08T17:03:48.904+08:00Hi AK,
Any concern due to the declining taxi flee...Hi AK,<br /><br />Any concern due to the declining taxi fleet in singapore? Seems like it will affect the revenue of vicom as taxi are inspected every 6 months compared to phv which are inspected every 2 years. <br /><br />And can share any plan or insight of wisom for vicom? Thanks AK.Anonymoushttps://www.blogger.com/profile/15363394500077677754noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-36438966763007614472017-08-11T10:37:11.314+08:002017-08-11T10:37:11.314+08:00Kong Siang Ching:
Hi AK, just curious why EPS est...Kong Siang Ching: <br />Hi AK, just curious why EPS estimate is 36c, not 14.58c x 2 (1H 2017 EPS annualised)?<br /><br />AK: <br />Alamak. I calculated salah. So, DPS is 27c and yield on my entry price is 4.72% only. So sad. :(AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-54737243550876230912017-08-10T23:47:19.624+08:002017-08-10T23:47:19.624+08:00VICOM's dividend policy revised to a payout ra...VICOM's dividend policy revised to a payout ratio of 90% of net profit, up from a payout ratio of 50%.<br /><br />Interim dividend of 13.12 cents declared and to be paid on 23 August.<br /><br />Estimate EPS to be 36c in 2017.<br /><br />A 90% payout translates to a dividend yield of 5.67% based on my entry price of $5.71 a share.<br /><br />http://infopub.sgx.com/FileOpen/VICOM_2Q2017.ashx?AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-11025015135103757712016-06-09T16:30:35.310+08:002016-06-09T16:30:35.310+08:00Hi betta man,
I have been nibbling. ;pHi betta man,<br /><br />I have been nibbling. ;pAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-86282431386396126352016-06-09T16:01:07.246+08:002016-06-09T16:01:07.246+08:00Vicom has hit $5.69 (52 weeks low) at the point of...Vicom has hit $5.69 (52 weeks low) at the point of writing. P/E ratio is about 16 with training dividend yield of 5%.<br /><br />Would this be a good entry point ? Please talk to yourself :)Betta manhttps://www.blogger.com/profile/02597553932202096004noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-1004239739372575142016-06-09T11:57:44.000+08:002016-06-09T11:57:44.000+08:00Vicom has touched 52 week low of $5.69 at the poin...Vicom has touched 52 week low of $5.69 at the point of writing with a PE ratio of about 16.<br /><br />FY15 full year dividend is 28.5 cents. If this dividend is maintained, it gives a yield of 5%.<br /><br />Would this be a good entry point ? Please talk to yourself. Thanks!Betta manhttps://www.blogger.com/profile/02597553932202096004noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-65361140355960957682015-11-12T12:25:53.386+08:002015-11-12T12:25:53.386+08:00Reporting period 1 July 2015 to 30 September 2015
...Reporting period 1 July 2015 to 30 September 2015<br /><br />1.Revenue came in at $25.4 million for the third-quarter, down 6% from the same period a year ago. This result may not be surprising, given the caution that the management team had sounded in the previous quarter.<br /><br />2.Although revenue for the test and inspection firm went in reverse, net profit for the third quarter had AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-1918184761485681152015-08-25T00:10:22.512+08:002015-08-25T00:10:22.512+08:00Hi TNL,
My plate is very full at the moment. So m...Hi TNL,<br /><br />My plate is very full at the moment. So many things to buy. I don't know if I would be buying into the local banks yet...AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-56816698293458239302015-08-24T19:13:00.511+08:002015-08-24T19:13:00.511+08:00Hi AK, how about the local banks? Two of them give...Hi AK, how about the local banks? Two of them gives 4% yield. Anyway, I also bought Religare today, but I have more Reli bought at $0.99. ThinkNotLefthttps://www.blogger.com/profile/12923865962137056109noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-63179837253360190802015-08-24T12:17:25.147+08:002015-08-24T12:17:25.147+08:00Hi yeh,
I would buy more if the stock should go e...Hi yeh,<br /><br />I would buy more if the stock should go even lower in price. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-33233274327549952912015-08-24T11:50:00.305+08:002015-08-24T11:50:00.305+08:00hi ak
you are buying your share at STI great sales...hi ak<br />you are buying your share at STI great sales.<br /><br />yehhttps://www.blogger.com/profile/12571111570066245051noreply@blogger.com