tag:blogger.com,1999:blog-7944902213075756335.post8037530456815145354..comments2024-03-28T23:00:40.055+08:00Comments on A Singaporean Stocks Investor (ASSI): NeraTel: Is 1QFY15 a sign of things to come?AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger23125tag:blogger.com,1999:blog-7944902213075756335.post-85891343503595627572016-05-20T09:37:34.654+08:002016-05-20T09:37:34.654+08:00Based on Nera’s FY2015 financials, its payment sol...Based on Nera’s FY2015 financials, its payment solutions business accounted for approximately 26% of the Company’s total revenue of S$181.5 million and approximately 21% of its total earnings of S$13.4 million. <br /><br />Ingenico’s offer of S$88 million represents 35% of Nera’s market capitalization of S$251.5 million as at close of trading on 19 May 2016.<br /><br />The proposed transaction isAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-89346403238532607172016-05-20T09:35:43.345+08:002016-05-20T09:35:43.345+08:00Hi Mum4mygals,
Their POS business is what makes N...Hi Mum4mygals,<br /><br />Their POS business is what makes NeraTel an attractive investment for me. Selling it changes my investment thesis. It is probably a good idea to reduce my exposure to the stock. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-20679667793941747442016-05-20T08:55:41.834+08:002016-05-20T08:55:41.834+08:00They are selling off their revenue generating paym...They are selling off their revenue generating payment solutions business for $88 mil.<br />At this time, although its nice to unlock value for shareholders, I am thinking, what comes next?<br />Issit it killing the goose for the golden egg in this challenging situation?<br /><br /> http://infopub.sgx.com/FileOpen/20160520_NTL_Media%20Release_Disposal_PS.ashx?App=Announcement&FileID=405815Mum4mygalshttps://www.blogger.com/profile/01876222160104286708noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-75806961513763066282015-11-06T13:21:01.040+08:002015-11-06T13:21:01.040+08:00Hi betta man,
For a 4c DPS, we have to be reasona...Hi betta man,<br /><br />For a 4c DPS, we have to be reasonably optimistic.<br /><br />A 3c DPS is prudent.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-12462591994151121862015-11-06T13:16:25.522+08:002015-11-06T13:16:25.522+08:00Can we still reasonably expect a DPU of 4 cents pe...Can we still reasonably expect a DPU of 4 cents per year from Neratel ?<br /><br /><br /><br />Betta manhttps://www.blogger.com/profile/02597553932202096004noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-58988365816974665772015-11-06T09:56:18.234+08:002015-11-06T09:56:18.234+08:00It is probably due to the news:
NeraTel reported ...It is probably due to the news:<br /><br /><i>NeraTel reported earnings of $2 million for 3QFY2015, down 43.3% from earnings of $3.5 million in 3QFY2014.<br /><br />Group revenue fell 20.2% to $39.6 million for the quarter to September, led by a decline in sales from both its telecom and its infocomm businesses.<br /><br />Revenue from the telecom business fell 15.9% to $13.1 million, on the backAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-8186725613578763402015-11-06T09:19:29.774+08:002015-11-06T09:19:29.774+08:00Massive sell down on the stock today! Has dropped ...Massive sell down on the stock today! Has dropped by 7% since opening! :(Nightmare_Angelhttps://www.blogger.com/profile/01742773888957562087noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-47050566465641296452015-07-09T21:53:56.354+08:002015-07-09T21:53:56.354+08:00Nera Telecommunications said its subsidiary has ba...<i>Nera Telecommunications said its subsidiary has bagged a card payment contract worth approximately $10.6 million.<br /><br />Under the contract, NeraTel will supply and deliver card payment terminals and software to an undisclosed financial institution in the Southeast Asia region, the company told the stock exchange in a statement.<br /><br />The contract is not expected to have a “AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-1763131180408657992015-05-13T12:07:03.475+08:002015-05-13T12:07:03.475+08:00Hi Thomas,
I have absolutely no idea. So, your gu...Hi Thomas,<br /><br />I have absolutely no idea. So, your guess is as good as mine. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-62304829965797408062015-05-12T20:38:15.023+08:002015-05-12T20:38:15.023+08:00Any comment on the new lady Chairman? She was hire...Any comment on the new lady Chairman? She was hired for a purpose?Anonymoushttps://www.blogger.com/profile/01534781944598826154noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-65320509206255453792015-05-06T21:41:21.558+08:002015-05-06T21:41:21.558+08:00Can check glassdoor for employee feedback.Can check glassdoor for employee feedback.KChttps://www.blogger.com/profile/15681244843883578276noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-24841028618931094952015-05-06T16:24:42.267+08:002015-05-06T16:24:42.267+08:00Hi qook,
I like your recipe!
Yes, don't sto...Hi qook,<br /><br />I like your recipe! <br /><br />Yes, don't stop at salt. Add a variety of seasoning to suit your taste! ;pAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-81476365835613408032015-05-06T14:19:37.147+08:002015-05-06T14:19:37.147+08:00AK, of course I will add my own seasoning before i...AK, of course I will add my own seasoning before investing :D but always helpful to read through something logical when guiding your decisions!qookhttps://www.blogger.com/profile/16589715121656455558noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-34024782213679910812015-05-06T13:45:52.376+08:002015-05-06T13:45:52.376+08:00Hi qook,
Er... Remember to take everything you re...Hi qook,<br /><br />Er... Remember to take everything you read in my blog with a pinch of salt hor. I forget to add salt from time to time... -.-"AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-32752342997694263442015-05-06T13:12:21.460+08:002015-05-06T13:12:21.460+08:00Initiated a small long position today, and would n...Initiated a small long position today, and would nibble more on dips. I like the long track record and I think the north star involvement is a positive. Thanks AK for your articles on Neratel, I read your articles all the way back to 2013.qookhttps://www.blogger.com/profile/16589715121656455558noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-284570134390393482015-05-06T10:58:48.340+08:002015-05-06T10:58:48.340+08:00Hi RayNg,
With regards to point no. 2, in the com...Hi RayNg,<br /><br />With regards to point no. 2, in the comments section of another blog post, <a href="http://singaporeanstocksinvestor.blogspot.sg/2013/07/neratel-voluminous-day-of-fear.html" rel="nofollow">NeraTel: A day of fear.</a>,I shared the following: <br /><br /><i>Selldown Unwarranted As Share Sale Misconstrued. <br /><br />NeraTel’s CEO, Mr Samuel Ang recently sold off all shares AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-58143026719942736222015-05-06T10:55:44.212+08:002015-05-06T10:55:44.212+08:00Just my thought...
1. CFO has resigned and I deem...Just my thought...<br /><br />1. CFO has resigned and I deem this is a bad new for Neratel.<br /><br />2. Samuel Ang (CEO) has liquidated his entire 1M shares after Asia System (Northstar) took over Eltek. There may be a signal of top management change soon and may has negative impact of Neratel future?<br /><br />3. Anyone has 'insider' info of how is the employees moral at Naratel?<br /RayNghttps://www.blogger.com/profile/06085987573946040792noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-35976033896372576532015-05-06T10:46:27.357+08:002015-05-06T10:46:27.357+08:00Hi LazyCat,
I already did. ;p
Just a nibble beca...Hi LazyCat,<br /><br />I already did. ;p<br /><br />Just a nibble because I already have a significant position in NeraTel. <br /><br />Unless valuations become compelling, I won't be buying much more. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-50841488665173906702015-05-06T09:11:45.137+08:002015-05-06T09:11:45.137+08:00Just my thought...
1. CFO has resigned and I deem...Just my thought...<br /><br />1. CFO has resigned and I deem this is a bad new for Neratel.<br /><br />2. Samuel Ang (CEO) has liquidated his entire 1M shares after Asia System (Northstar) took over Eltek. There may be a signal of top management change soon and may has negative impact of Neratel future?<br /><br />3. Anyone has 'insider' info of how is the employees moral at Naratel?<br /RayNghttps://www.blogger.com/profile/06085987573946040792noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-65735128814004294342015-05-06T09:07:02.019+08:002015-05-06T09:07:02.019+08:00Will you nibble more at 0.65?Will you nibble more at 0.65?Anonymoushttps://www.blogger.com/profile/03934356538059443396noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-8731832887092323632015-05-06T08:52:40.457+08:002015-05-06T08:52:40.457+08:00Hi Leonard,
I understand that it wasn't alway...Hi Leonard,<br /><br />I understand that it wasn't always like this. Competition has intensified in recent times but NeraTel has been around for a long time and this probably counts for something.<br /><br />Is it a good long term investment for income? It has been one for many years, if we were to look at its past dividend payout record. Whether it will continue to be so is harder to say.<AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-13684076251661356842015-05-05T23:30:41.232+08:002015-05-05T23:30:41.232+08:00AK....Perhaps I don't really understand their ...AK....Perhaps I don't really understand their business strategy well. Seems like a red ocean industry with cut throat competition. Neratel doesn't seem to have any form of innovation to counter their competitive threats. Their q1 orders ar almost flat. Hopefully telecom has higher margins. Based on your understanding of their business...do u think they ar a gd long term investment for L Lawliethttps://www.blogger.com/profile/09676444097735088728noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-8478485012424838392015-05-05T14:39:04.793+08:002015-05-05T14:39:04.793+08:00Statements like these give me the chills about Ner...Statements like these give me the chills about Nera.<br /><br />"Competition in the POS market remains high and fragmented with many local resellers selling different or even similar brands of point-of-sale terminals. In addition, there are also new market entrants offering alternative payment methods to try and disrupt the market."KChttps://www.blogger.com/profile/15681244843883578276noreply@blogger.com