Latest Forum Topics / FSL Trust Last:0.043 -- | Post Reply |
FSL Trust - starting to see value in it
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dealer0168
Elite |
22-Jul-2009 22:44
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Ooo u so confident. Btw, when Rickmer result announced.....
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lawcheemeng
Master |
22-Jul-2009 22:40
Yells: "fly me to the mooon" |
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thks in that case very soon we will get upgrade for rickmer too. hear this one got higher DPU. as they took delivery of new vessel in April and lease out liao. will contribute to 2qtr earning.
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dealer0168
Elite |
22-Jul-2009 22:36
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Hi Chee Meng, here is the link to the news. Fresh one loh...... http://www.ocbcresearch.com/Article.aspx?type=research&id=20090722161852_51656
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lawcheemeng
Master |
22-Jul-2009 22:33
Yells: "fly me to the mooon" |
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dealer168 where u dig this piece of report from may i know .thks
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dealer0168
Elite |
22-Jul-2009 21:06
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FSL Trust: Finally looking sustainable – upgrade to BUY.
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dealer0168
Elite |
22-Jul-2009 17:38
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But richmers, i worry analyst may put a SELL call. Than sian. And current price quite high. Thus i didn't vest in them......... U good lah...... ~0.38 something already vest. Haha money pa pa liao. congratuate pal, huat ah.
But i vest in FSL. Hope it perform......
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freeme
Elite |
22-Jul-2009 16:10
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3Q DPU abit conservative.. 15us cts.. Still a good counter, without much refinancing problem ahead, still have than all S reits yield.. But nw i will prefer rickmers more.. | |||||||
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battouchai
Member |
22-Jul-2009 15:07
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0424 GMT [Dow Jones] STOCK CALL: CLSA initiates First Ship Lease Trust (D8DU.SG) at Buy, sets S$0.87 price target. Says bareboat charter company has high revenue visibility with large amount of future revenue already contracted. Says while trust reduced distribution payout to 73% from 100% of distributable funds in 1H09, will further lower payout to 50% going forward, still implies FY09 yield of 17% with house forecasting 15% yield in FY10. Adds, fleet's book value pressured, but still reasonable buffer before loan covenants are threatened. Notes trust's debt covenants state fleet value must be more than 145% of outstanding loans; trust's outstanding debt at US$501 million meaning vessel values must exceed US$726 million; says fleet's fair market value of US$896 million as of October/November 2008 gives it coverage ratio of 179%. Shares off 1.5% at S$0.65; STI +1.1%. (KIG) |
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dealer0168
Elite |
22-Jul-2009 13:18
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In this recession period, this shipping trust counter still the best well managed one. (My opinion) | |||||||
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dealer0168
Elite |
22-Jul-2009 13:16
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Below rating by UOB is alright. Put on hold means still got possibility to be upgraded. Fortunate is not a SELL call. Cheer. From UOB. First Ship Lease Trust (HOLD/S$0.66/Fair: S$0.64 (US$0.44)) Page 13 2Q09: Declares DPU of 2.45 US cents; distribution reinvestment scheme will not be applied. Lower DPU guidance of 1.50 US cents for 3Q09.
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Alligator
Veteran |
22-Jul-2009 13:09
Yells: "learning from past " |
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ocbc 16 july report said fair value 58cents. just for reference
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bh704428
Veteran |
22-Jul-2009 13:00
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btw just for casual reference, can some one tell me is there any price target by analyts for this FSL Trust? | |||||||
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lawcheemeng
Master |
21-Jul-2009 11:22
Yells: "fly me to the mooon" |
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is in the 2qtr report. 50% distribution rate . retain for debt repayment, though debts not due yet.
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dealer0168
Elite |
21-Jul-2009 10:49
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U mean next qtr divi already forecasted?? Emm anyway get this qtr one first. Btw, today shipping sector like not performing. FSL also not performing. Anyway good opportunity for those who want to collect.
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lawcheemeng
Master |
21-Jul-2009 10:28
Yells: "fly me to the mooon" |
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lowering to us1.5cts next qtr
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dealer0168
Elite |
21-Jul-2009 09:31
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The divi still not bad........ | |||||||
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dealer0168
Elite |
21-Jul-2009 09:17
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kingster
Senior |
21-Jul-2009 08:33
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result is out! | |||||||
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hsbhsb
Member |
20-Jul-2009 16:37
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FSLT came out looking pretty good going by www.nextinsight.com.sg latest report on shipping trusts based on presentation at SIAS event at suntec. |
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dealer0168
Elite |
20-Jul-2009 11:42
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Bc the divi is attractive. I had vested in this one too. Besides this one is the better one compare to the other shipping trust ........ (My opinion) |
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