Wednesday, May 8, 2013

SembCorp 1QFY2013

Revenue                       = $2,350M
Net Profit                     = $177M
EPS                             =  9.9 cents

Profit From Operations
Utilities                         = $145M
Marine                         = $148.5M
Urban Dev                   = $7.3M
Other Businesses          = $13.5M
Corporate                    = ($1.0M)
Total                            = $313.3M

NAV                            = 2.62
Interest Cover               = 10
ROE                             = 14.6%
Gearing Ratio                = 0.07
Free Cash Flow            = $353M

Tuesday, May 7, 2013

Wilmar 1QFY2013


ROE                                          = 9.1%
ROA                                          = 3.2%
Return On Invested Capital         = 5.9%
Return on Avg Capital Employed = 5.5%

EPS                                   = 4.9 cents (US cents)
NTA                                  = 160.1 cents (US cents)
NAV                                 = 229.8 cents (US cents)

Interest Coverage              = 23.6
Nett Debt/EBITDA           = 4.9
Nett Debt/Equity               = 0.8X
Adjusted Debt/Equity        =0.35X

Sunday, May 5, 2013

SingPost 4QFY201213

Revenue                                        = $182.5M
Underlying Net Profit                    = 26.8M
Operating Profit                            = $40.8M
Net Profit                                      = $30.6M

Mail  Revenue                             = $115.7M (Profit $34.0M)
Logistics Revenue                       = $75.9M (Profit $0.9M)
Retail Revenue                            = $18.2M (Profit $1.6M)
Others                                          = (Loss $4.275M )

Net Debt                                    = 0.8X
EBITDA/Interest                       = 17.2
Cash & Cash Equiv                   = $617.4M
EPS                                           = 1.183 cents
NAV                                         = 35.29 cents

Thursday, May 2, 2013

LMIR 1QFY2013

Results released on 2/5/2013.

Gross Revenue                                  = $39,371K
NPI                                                    =$37,260K
Distributable Amount                        = $19,619K
EPS                                                   = 0.86 cents
DPU                                                   = 0.89 cents
Total Assets                                       =$1,945,600K
Total Liabilities                                 =$704,900K
NAV                                                   = 56.54 cents
Gearing                                              = 24.3%

Saturday, April 27, 2013

SuntecReit 1QFY2013

DPU                                            =    2.228cts
Net Property Income                    =    $30,679,000
Income Available For Distribution =    $50,270,000

Total Assets  =   $7,878,000,000
Total Debts   =   $3,112,000,000
Net Assets     =  $4,644,000,000
EPS               = 1.416 cents (non-diluted)
NAV              = $2.058
Ajusted NAV = $2.035

Outstanding Debt     = $2,890,000,000
Debt-to-Asset Ratio = 36.1%
Interest Cover          = 3.5

Corporate Rating = "Baa2"
Average All-in Financing Cost  = 2.79%

AscendasIndiaTrust 4QFY2012/2013

DPU                                                      =  1.04 cents
Total Property Income                            =  $30,628,000
NPI                                                        = $16,687,000
Income Available For Dist                       = 1.15 cents
NAV                                                       = 0.67 cents
Interest Cover                                          = 4.2
Gearing                                                    = 22%
Percentage Fixed Rate Debt                     = 100%
Average Cost Of Debt                              = 6.0%
Debt Headroom (40% Gearing)                = $235m

Currently at S$1 to INR 43.9

StarHill Global 1QFY2013

Gross Revenue                            = $53.6m
NPI                                            = $41.9m
DPU Available For Distribution   = $29.8m
DPU                                           = 1.39 cents (inclusive of Toshin arrears)
Total Debt                                   = $872m
Gearing                                       = 30.5%
Interest Cover                             = 5.8
Avg Interest Rate                        = 3.08%
Unencumbered Asset Ratio        = 42%
NAV (Ajusted)                          = 0.96cents (0.87 cents assume full CPU conversion)
Total Assets                               = $2,857,654,000
Total Liabilities                          = $959,857,000
Net Assets                                 = $1,897,797,000
Free Float                                  = 61% (exclude YTL &AIA)