WITH THE market having corrected substantially, this is as good a time as any to see where stocks offer the best value for those with deep pockets and lots of patience. DMG & Partners has done such investors a service today by putting out the following tables:

dmg_sep11



Source: Bloomberg and DMG estimates (all ratios based on current year estimates)

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Comments  
Ahh, ic.. Thanks for the info Mr Seek! :-)
Adampak looks interesting from a dividend yield angle. It has just gone xd for its 1-cent interim dividend. For final FY10 dividend, they gave 2 cents. Total 3 cents, so trailing yield is 12%. Question is, can they keep it at 2 cts final dividend for FY11 when the manufacturing sector will see lower profitability? Even if cut to 1.5 cts, the yield is still high at 10%. This is one of those stocks with a stable high payout. Anyone has other similar stocks to share?
Do take a good look at Qing Mei too. It's p/e at 2.43 and div yield at 12.4%.
Hello Aiden: for FY10, Epicentre paid a 1 cent special interim dividend, 2 cent final dividend and a 2-cent special final dividend.

Total = 5 cents.
Yield = 5 divided by stock price of 47
= 10.6%.

Note the 2 special dividends. They may not be repeated in FY11. I think it's unlikely the specials will be given again this year when the economic outlook is turning negative
Do note that the list is not exhaustive and it's most prob based on the companies already covered by DWG. I know of 1 company that has both trailing and forward PE of below 2 but is not reflected
Can i ask how do they calculate the Div for Epicentre?
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