msmoneysense: Stocks

Monday, 2 March 2015

Highest Dividend Yields among SGX Stocks with Billion Dollar Market Capitalisation

Have you ever wondered which are the SGX stocks, other than Real Estate Investment Trusts (REITS), with the highest dividend yields?

Using the SGX Stock Screener on the SGX website here, we will be able to filter out the high dividend yield stocks with market capitalisation above S$1 Billion. Below is the list of all these stocks with yields of at least 4%.

Company Name	Industry	Mkt. Cap.in S$ mm	P/E	Div. Yld.in %	P/BV	Consensus
Asian Pay Television Trust	Media	1,307.50	11.43	9.07	1.03	Buy
China Merchants Holdings (Pacific) Limited	Transportation Infrastructure	1,138.40	10.13	8.02	1.07	-
Venture Corporation Limited	Electronic Equipment, Instruments and Components	2,233.60	16.11	6.21	1.24	Buy
Keppel Corporation Limited	Industrial Conglomerates	15,836.40	8.42	5.51	1.53	Overperform
Sembcorp Industries Ltd	Industrial Conglomerates	7,510.80	9.573	5.16	1.34	Overperform
Singapore Press Holdings Limited	Media	6,606.70	17.85	5.10	1.76	Hold
Frasers Centrepoint Limited	Real Estate Management and Development	5,124.20	9.127	5.07	0.80	Buy
M1 Limited	Wireless Telecommunication Services	3,696.20	21.06	4.87	9.35	Overperform
SIA Engineering Company Limited	Transportation Infrastructure	4,742.10	22.97	4.75	3.75	Underperform
StarHub Ltd.	Wireless Telecommunication Services	7,613.20	20.61	4.59	51.09	Hold
Hong Leong Finance Limited	Consumer Finance	1,175.50	19.49	4.55	0.72	-
Sembcorp Marine Ltd	Machinery	6,265.60	11.19	4.32	2.11	Hold
Singapore Technologies Engineering Ltd	Aerospace and Defense	11,159.50	20.05	4.23	5.71	Overperform
SATS Ltd.	Transportation Infrastructure	3,467.30	18.86	4.19	2.50	Overperform
Mandarin Oriental International Limited	Hotels, Restaurants and Leisure	2,331.90	20.21	4.09	1.73	Buy

* Based on S&P Capital IQ consensus

They are from varied industries and at various P/E and P/B levels, indicating whether the stocks are expensive based on the current price levels as compared to their underlying fundamentals. Which are the ones that you are familiar with and would be willing to invest in for capital gain and dividend yields? Write to us and let us know.

Sunday, 1 February 2015

Straits Times Index (STI) Component Stocks Review

On Friday, the last trading day of January 2015, the Straits Times Index (STI) closed near 3,400 points, its highest level in a year. Is this the time to shy away from the stock market, given that it has broken new highs or should we stay invested? With the reduction of the minimum board lot sizes, it is finally time that our young investors have sufficient capital to invest in pricier blue chips.

Today, we take a closer look at our STI 30 component stocks, which are the 30 stocks with the highest market capitalisation listed on the stock exchange. We will use the SGX Stock Screener and see if there are any interesting stocks still worth investing in, based on S&P Capital IQ Consensus and individual stock attributes.

STI Constituents as at 30 January 2015

Counter Name

Potential Upside

Current Price

Target Price^

Mkt. Cap.in S$ mm

Tot. Rev.in S$ mm

P/E

To consider?

Ascendas Reit

-0.4%

2.46

2.45

6,086.4

638.9

13.637

CapitaLand *

11.8%

3.48

3.889

15,033.6

3,781.1

15.495

CapitaMall Trust

4.9%

2.09

2.193

7,616.8

658.9

12.380

CityDev

3.5%

10.05

10.399

9,229.4

3,654.5

16.051

ComfortDelGro

1.6%

2.87

2.916

5,991.1

3,994.5

21.418

DBS *

12.0%

19.79

22.166

49,555.0

9,216.0

11.919

Genting Sing

16.8%

1.08

1.261

12,744.2

2,917.6

22.737

Global Logistic

28.8%

2.53

3.259

12,487.0

856.3

16.974

Golden Agri-Res

21.2%

0.42

0.509

5,648.5

9,815.6

17.183

HongkongLand USD

3.0%

10.031

10.333

24,070.7

1,929.0

15.581

HPH Trust USD

3.0%

0.968

0.997

8,515.4

2,060.9

28.172

Jardine C&C

0.8%

42.3

42.647

15,000.4

24,037.9

13.267

JMH USD

-2.0%

86.73

85.011

29,683.7

48,662.5

15.556

JSH USD

7.9%

47.419

51.184

55,070.5

39,479.5

13.000

Keppel Corp *

9.1%

8.70

9.494

14,965.8

13,283.0

8.035

Noble

38.1%

1.065

1.471

6,908.0

128,261.9

26.602

OCBC Bank

9.5%

10.4

11.389

41,587.1

7,738.1

9.644

Olam Intl *

19.3%

1.975

2.357

4,832.6

19,399.4

8.365

Sembcorp Ind *

14.2%

4.31

4.92

7,617.8

11,204.4

9.916

Sembcorp Marine

7.0%

3.00

3.211

6,226.3

6,080.4

10.947

SGX *

0.2%

7.77

7.782

8,333.0

702.2

26.373

SingTel *

1.5%

4.08

4.143

63,463.3

16,848.7

17.580

SIA *

-5.9%

12.65

11.904

14,771.9

15,090.3

74.253

SIA Engineering

-9.8%

4.36

3.934

4,921.4

1,174.2

22.297

SPH

-5.3%

4.13

3.911

6,612.9

1,193.8

17.847

StarHub

-3.3%

4.18

4.042

7,198.8

2,353.5

20.144

ST Engineering *

9.3%

3.36

3.672

10,518.0

6,632.3

18.875

ThaiBev

9.4%

0.72

0.788

18,832.5

6,348.4

21.945

UOB

6.9%

23.18

24.773

37,153.1

6,741.0

11.515

Wilmar Intl

12.1%

3.22

3.61

20,528.9

56,006.1

14.333

^ Based on S&P Capital IQ Consensus

* Temasek as main shareholder

Based on comparison between the current price and the target price based on S&P Capital IQ Analysts' Consensus, we have 9 stocks (shaded in green) with potential upside of more than 10% still worth looking at.

However, after filtering them based on the Price-to-earnings ratio (P/E) criteria of less than 12, only 3 stocks are remaining, namely DBS, Olam and SembCorp Industries (shaded in yellow). The P/E ratio is the company's current price divided by its earnings per share over the past 12 months.

Incidentally, these are shares owned by Temasek Holdings. I have the habit of tracking the main shareholders of companies to see if the share price or the financial performance are better than others.

What do you think of the results of my stock screening? Let us know how you select your stocks?

Please refer to my previous post for more on the SGX Stock Screener here.