| Name |
PE |
Yield |
| ARA Asset Management |
16.8 |
3.0% |
| Keppel Corp |
7.9 |
5.9% |
| Semb Corp Industries |
9.9 |
4.0% |
| Starhub |
20.0 |
4.8% |
| ST Engineering |
19.4 |
4.1% |
|
Portfolio PE |
Portfolio Yield |
|
12.2 |
4.3% |
In my previous post I
mentioned how a good deal kep corp was, today I was monitoring the price and it still remained at 8 times earnings even after announcement of the results and kepland deal. I was glad to initiate this position as I strongly believe that the selling down of marine stocks has kinda bottomed, as per my action on Semb Corp and Kep Corp.
I may be wrong but I do think I'm getting quite a comfortable amount of margin of safety, for example if kep corp earnings were to fall 20% in FY15 it would still trade at around 10 times earnings which ......
