tag:blogger.com,1999:blog-3116247406908143536.post6265697415644219027..comments2024-01-27T16:26:11.380+08:00Comments on ... CoryLogics ...: Cory Diary : Hyflux 6% PerCapSec Part 2Unknownnoreply@blogger.comBlogger12125tag:blogger.com,1999:blog-3116247406908143536.post-78265498972079966242017-04-03T19:04:06.658+08:002017-04-03T19:04:06.658+08:00STI is a place that show many kiasi behavior. PS h...STI is a place that show many kiasi behavior. PS has recovered much. :-)Coryhttps://www.blogger.com/profile/18166646368324976318noreply@blogger.comtag:blogger.com,1999:blog-3116247406908143536.post-63681269044399487372016-09-15T13:51:43.773+08:002016-09-15T13:51:43.773+08:00The new issue is not considered preference shares....The new issue is not considered preference shares. Is clasified as Capital Securities. Coryhttps://www.blogger.com/profile/18166646368324976318noreply@blogger.comtag:blogger.com,1999:blog-3116247406908143536.post-2599934811946563992016-08-24T20:43:20.896+08:002016-08-24T20:43:20.896+08:00There is constant sell down even though price movi...There is constant sell down even though price moving up slowly. Picture unclear. :)Coryhttps://www.blogger.com/profile/18166646368324976318noreply@blogger.comtag:blogger.com,1999:blog-3116247406908143536.post-1332727299395415792016-08-22T11:21:03.014+08:002016-08-22T11:21:03.014+08:00I remember DBS 4.7%PS has this size range due to l...I remember DBS 4.7%PS has this size range due to lot size of 100 shares. Yes better check up again and don't trade beyond the figures haha. This is another risk but system risk :)Coryhttps://www.blogger.com/profile/18166646368324976318noreply@blogger.comtag:blogger.com,1999:blog-3116247406908143536.post-37593982845597106482016-08-22T10:05:12.993+08:002016-08-22T10:05:12.993+08:00thanks B and Cory for the insights.
still lots to...thanks B and Cory for the insights. <br />still lots to learn from you guys.. <br /><br />anyway, not that it matters in terms of investing, but just curious,<br />does anyone know why N2H per share is $94.X .. <br />while the BTWZ is 0.9X per share? foolish chameleonhttps://www.blogger.com/profile/05964116916697053495noreply@blogger.comtag:blogger.com,1999:blog-3116247406908143536.post-91829111169910495652016-08-22T10:01:51.877+08:002016-08-22T10:01:51.877+08:00queuing up for a small punt on the N2H .. lets see...queuing up for a small punt on the N2H .. lets see where this goesfoolish chameleonhttps://www.blogger.com/profile/05964116916697053495noreply@blogger.comtag:blogger.com,1999:blog-3116247406908143536.post-83836009740975682022016-08-22T09:41:34.208+08:002016-08-22T09:41:34.208+08:00np B ! I am learning.np B ! I am learning.Coryhttps://www.blogger.com/profile/18166646368324976318noreply@blogger.comtag:blogger.com,1999:blog-3116247406908143536.post-87581174845380754842016-08-22T08:57:23.321+08:002016-08-22T08:57:23.321+08:00Hi FC
Sorry to interrupt here Cory.
I think the ...Hi FC<br /><br />Sorry to interrupt here Cory.<br /><br />I think the dirty price, which is including the accrued interest, is a lot favorable for the ncs that has the call option in 2018 than the recent perps with callable in 2020.<br /><br />If indeed you are still interested in this, think its better to switch, especially the shorter duration matters a lot in terms of managing the risk.Bhttps://www.blogger.com/profile/09041255778427742477noreply@blogger.comtag:blogger.com,1999:blog-3116247406908143536.post-44279413615187220352016-08-21T21:46:23.352+08:002016-08-21T21:46:23.352+08:00Yes. They appear to have a plan and viable strateg...Yes. They appear to have a plan and viable strategy to grow and earn after. Is not like they are buying time. They do pay quite a sum to get the multi-year contracts and this should have value attached. Especially so when Hyflux remains the sole supplier of its proprietary membrane technology as well as its EPC work.Coryhttps://www.blogger.com/profile/18166646368324976318noreply@blogger.comtag:blogger.com,1999:blog-3116247406908143536.post-62495858646520554202016-08-21T17:32:18.930+08:002016-08-21T17:32:18.930+08:00actually, i am vested on BTWZ (2020)
but contempla...actually, i am vested on BTWZ (2020)<br />but contemplating the N2H (2018), since it has dropped so much ..<br /><br />i am with the same view as you on the LT propspect of water industry. its not as sexy as oil and gas and we may not need oil in future, but water... thats essential for survival<br />razor thin margins ,but their revenue will on the multi-year O&M contracts with govts. <br /foolish chameleonhttps://www.blogger.com/profile/05964116916697053495noreply@blogger.comtag:blogger.com,1999:blog-3116247406908143536.post-25853355658929886452016-08-21T14:32:55.233+08:002016-08-21T14:32:55.233+08:00Hi chamneleon, "short answer" I agree wi...Hi chamneleon, "short answer" I agree with u. The "long answer" , the first call is 2018 April, so 3 payments left ? Premium gain on item b. maybe lesser. If my plan is to hold long term, 2020 PS maybe be better as the price may go up after Oct as this implied Hyflux is still paying.<br /><br />Well they can do another Swiber thing LOL. Considering their recent cash from 2020 Coryhttps://www.blogger.com/profile/18166646368324976318noreply@blogger.comtag:blogger.com,1999:blog-3116247406908143536.post-24518633792001771062016-08-21T11:54:44.982+08:002016-08-21T11:54:44.982+08:00the 6%PCS refered to in the post is BTWZ? maturity...the 6%PCS refered to in the post is BTWZ? maturity 2020.. <br /><br />if comparing BTWZ vs N2H (also 6%) <br />wouldnt the latter, N2H, be a relatively "better" buy? <br />its divd is coming up too, maturity is nearer, and the current price is at 4-5% below par.foolish chameleonhttps://www.blogger.com/profile/05964116916697053495noreply@blogger.com