For 2015, Revenues were up 2% while net profits were flat.
Full year dividends 20 cents as usual. Really nothing much to shout about, just a stable business with recurring income.
At 18 times earnings with a dividend yield of 5.3%, Starhub may be way Overvalued.... considering that M1 is only trading at 13.6 times earnings and Singtel is around 15 times earnings.
I am tempted to sell off my Starhub, however I'm emotionally attached to it as I have held my Starhub position since late 2009, collecting 20 dividends each year on way.
My plan would be to hold Starhub till 2019, after which it becomes "Freehold"
| Name |
Current Price |
Allocation |
PE |
Yield |
Payout Ratio |
| ARA |
1.05 |
17% |
11.7 |
4.8% |
56% |
| OCBC |
7.77 |
17% |
8.4 |
4.6% |
39% |
| M1 |
2.58 |
16% |
13.6 |
5.9% |
81% |
| CapitaCommercial Trust |
1.38 |
14% |
16.0 |
6.2% |
100% |
| UOB |
17.81 |
13% |
9.2 |
5.1% |
47% |
| Sembcorp Industries |
2.51 |
10% |
12.6 |
3.2% |
40% |
| Starhub |
3.80 |
8% |
18.1 |
5.3% |
95% |
| ST Engineering |
2.74 |
7% |
16.1 |
5.1% |
82% |
|
|
|
|
|
|
|
|
|
Portfolio PE |
Portfolio Yield |
Payout Ratio |
|
|
|
11.8 |
5.1% |
60% |
...
