1 / 29

Life Planning Associates Pte Ltd

Life Planning Associates Pte Ltd . Valued Clients Seminar 16 th August 2008 . Valued Clients Seminar 16 th August 2008. LPA Portfolio Performance July 2007 - June 2008 Victor Tan. LPA Portfolio @ 30/06/08 in SGD. LPA Portfolio @ 30/06/08 in SGD.

elina
Download Presentation

Life Planning Associates Pte Ltd

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Life Planning Associates Pte Ltd Valued Clients Seminar 16th August 2008

  2. Valued Clients Seminar 16th August 2008 LPA Portfolio Performance July 2007 - June 2008 Victor Tan

  3. LPA Portfolio @ 30/06/08 in SGD

  4. LPA Portfolio @ 30/06/08 in SGD

  5. LPA Portfolio @ 30/06/08 in SGD

  6. LPA Portfolio @ 30/06/08 in SGD

  7. HK Portfolio: ROI @ 30/06/08 in SGD

  8. Malaysia Portfolio: ROI @ 30/06/08 in SGD

  9. Singapore Portfolio: ROI @ 30/06/08 in SGD

  10. Return on Total Portfolio@ 30/06/08 in SGD

  11. Hong Kong - Top 4 Realised Gain

  12. Hong Kong - Top 3 Performers

  13. Hong Kong – Bottom 3 Performers

  14. ITC Corporation • Local interest – PSC (14%), Intraco (4%), Tat Seng Packaging (9%) • Net Profit up by 76 % from HK$ 284m to HK$ 500m • Shareholders Fund up 21 % • Current Ratio of 8.63 and Gearing of 8.3%

  15. ITC Corporation

  16. Raymond Industrial • Net loss of HK$ 45.5M - one-time write off of investment in Cheung Fung. • Cash of HK$ 305M – return HK$ 102M in total dvd of HK$ 0.21 per share. • Net Cash per Share (after dvd) is more than HK$ 0.50 per share. Current Ratio of HK$ 4.06 • Raymond shifting from low-end products to higher margin shaver products.

  17. Raymond Industrial

  18. Solartech International • Turnover for 6mths (31/12/07) up 30% from HK$ 34m to HK$ 48m. • Net Profit up 43 %. EPS up from 6.9 cents to 8.6 cents • Shareholders Fund up 14 % from HK$ 938m to HK$ 1,073m • High Gearing of 96 % • Book Value of HK$ 1.93

  19. Solartech International

  20. Malaysia - Top 3 Realised Gain

  21. Malaysia – Top 3 Performers

  22. Malaysia – Bottom 3 Performers

  23. Kim Hin Industry • Net Cash – RM 0.56 per net Share with No Debt • Current Ratio of 5.37 • Bought back 12m Treasury shares – 143m shares o/s. • Book Value gone up to RM 2.96 as at 31st March 08

  24. Kim Hin Industry

  25. New Straits Times Press • Net Profit up 38 %. EPS from 11.3 sen to 15.6 sen • Dividend increased from 5 sen to 8 sen (38% of NP) • Book Value goes up from RM 4.29 to RM 4.38 • Debt goes down to Gearing of 13.5 %

  26. New Straits Times Press

  27. Wijaya Baru Global • Loan Stock – Convertible to 0.8 ordinary share until 19/07/2012 • Fixed interest of RM 0.07 p.a. – 12.7 % Yield • Cash of RM 38mil with little debt • Current Ratio of 6.28

  28. Wijaya Baru Global

  29. LPA Portfolio @ 30/06/08 in SGD

More Related