Companies were reporting their financial results for the quarter covering 1 April to 30 June 2014 (Second Quarter 2014).
The following table provides information on net profit attributable to shareholders for the quarter and year-on-year change between current period in 2014 against corresponding period of 2013. The dividends are the ones declared for the current quarter.
|Net Profits||Y-o-Y Change||NAV/RNAV||Dividend|
|DBS||$969 m||+ 9.0||$14.32||28 cents|
|OCBC||$921 m||+ 54.0||$9.23||18 cents|
|UOB||$808 m||+ 3.2||$18.80||20 cents|
|SGX *||$77.4 m||– 11.6||86.2 cents||16 cents|
|SPH +||$89.6 m||– 52.2||$2.17||Nil|
|SIA +||$34.8 m||– 71.4||$11.41||Nil|
|Keppel Corp||$406 m||+ 17.1||$5.49||12 cents|
|Sembcorp Ind||$179.0 m||+ 8.3||$2.97||5 cents|
|Sembcorp Marine||$131.6 m||+ 5.4||$1.32||5 cents|
|Singtel +||$834.6 m||– 17.4||$1.55||Nil|
|StarHub||$94.3 m||– 6.3||5.5 cents ++||5 cents|
|M1||$43.9 m||+ 12.1||39.3 cents||7 cents|
|UOL||$211.7 m||– 51.0||$9.15||Nil|
|CapitaLand||$438.7 m||+ 14.5||$3.69||Nil|
|Keppel Land||$107.2 m||+ 12.3||$4.47||Nil|
|City Developments||$137.8 m||– 32.8||$8.67||4 cents|
|Comfort Delgro||$75.7 m||+ 9.9||$1.04||3.75 cents|
|SBS Transit||$4.9 m||+ 57.2||$1.13||1.25 cents|
|SMRT +||$22.3 m||+ 36.8||54.1 cents||Nil|
+ different quarter end other than second quarter
* Year end of 30 June 2014
++ at Group Level
NAV/RNAV = Net Asset Value or Revalued Net Asset Value
Please see my earlier post on DBS, OCBC and UOB.
SGX, SPH and SIA
Interestingly, all three well-known counters had their profits declined for the quarter.
Keppel Corp, SembCorp Industries and SembCorp Marine
All three companies showed positive growth in net profits. Keppel Corp had 17.1% jump in net profit. All three declared interim dividends.
Singtel’s and StarHub’s net profits declined whereas M1’s net profit increased. Singtel did not declare interim dividend as this is its first quarter profits.
Net profits of UOL and City Developments declined. Net profits for CapitaLand and Keppel Land improved over the same period last year. Surprisingly, City Developments declared interim dividend for first quarter despite poor showing in net profit figure.
Local transport space
All three (Comfort Delgro, SBS Transit and SMRT) had positive performance. Comfort Delgro consistently performing well over the other two.
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