1. TRADEWINDS (MALAYSIA) BERHAD (stock code: 4421)
Tradewinds registered an increase in performance for the financial period ended 30th September 2011
For the financial period ended 30.09.11, the Group’s revenue increased to RM1.7 billion from RM1.4 billion in the corresponding quarter last year. The increase in revenue was contributed by favourable performance of the Rice, Plantation and Sugar Divisions. This had also resulted in the increase in profit before taxation to RM234.9 million during the current quarter as compared to RM233.7 million in the same quarter last year.
Did you know?
Tradewinds, through its subsidiary, BERNAS has positioned itself as the nation's partner in the domestic paddy and rice industry. BERNAS and its group of companies currently control about 24% of the paddy market and 45% of the local rice demand.
Rationale
TRADEWINDS is highlighted this week based on the following points: -
- Very low PE of 5.3x
- Great ROE of 24.6%
- Surging revenue & EPS trends since 2009
- Very high dividend yield (DY) of 6%
- Tightly held stock by its major shareholders.
2. SEMBCORP INDUSTRIES LIMITED (stock code: 022053981) Sembcorp Delivers Healthy 9M2011 Performance
SembCorp Industries Limited (Sembcorp) achieved a healthy 5% increase in net profit (Net Profit) attributable to shareholders of the Company before exceptional items for the first nine months of 2011 (9M2011). Group Net Profit increased to S$557.4 million from 9M2010’s S$532.1 million. This excludes the Group’s share of Marine’s exceptional item of S$32.1 million in 9M2010. The Utilities business sustained its strong performance into 9M2011. Net Profit grew 22% and contribution to the Group’s Net Profit increased to 38% compared to 31% last year. The Marine business achieved a Net Profit of S$317.9 million compared to S$347.0 million in 9M2010.
Did you know?
Sembcorp Industries is a leading energy, water and marine group operating across six continents worldwide. With facilities with 5,600 megawatts of gross power capacity and over six million cubic metres of water per day in operation and under development, Sembcorp is a trusted provider of essential energy and water solutions to both industrial and municipal customers. It is also a world leader in marine and offshore engineering, as well as an established developer of integrated townships and industrial parks.The Group has total assets of over S$10 billion and employs over 9,000 employees. Listed on the main board of the Singapore Exchange, it is a component stock of the Straits Times Index and several MSCI indices.
Rationale
SEMBCORP is highlighted in this week's flyer based on these points: -
- Low PE of 9.8x
- High ROE of 22.2%
- Firm revenue trend since 2010
- Good Dividend Yield of 3.94%
- Tightly held stock by Temasek and its major shareholders.
Happy Trading!
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