Sunday 25 January 2015

Dreaming Bigger???


One question was asked during Analyst Briefing session on Keppel Land privatization about its future dividend payout post Keppel Land.

The answer from Keppel CFO is that Keppel Corp does not have formal payout policy; but one can refer to its dividend payout history.


CW8888:

Assuming 45% dividend payout ratio on $1.18 EPS = $0.53


$0.53/$1.32 = 40%

40% yield on cost coming?

Dreaming?
































7 comments:

  1. Are you Kep Land holders?

    You know what to do on Monday.

    LOL!

    ReplyDelete
  2. Probably we have been looking at the same stock over the last 1X years. How come some still doesn't like its dividend payout as passive income? Not passive har?

    ReplyDelete
  3. If the EPS for stays the same for O&M may just get at least 50cts

    ReplyDelete
    Replies
    1. FY 15 should be OK as the yard is very busy. Uncertain from FY 16 onwards as the yard is just 80% busy.

      Delete
  4. Hoping that Mr Market undershoot. Your guess?

    ReplyDelete
  5. CW, how you work out YOC to be 40%? how did you get $1.32? Me blur sotong

    ReplyDelete
    Replies
    1. Oh! My bad for misleading.

      I bought @ $1.32 on 18 Sep 2001 after WTC Attack.

      Delete