Latest Forum Topics / Silverlake Axis Last:0.365 -0.005 | Post Reply |
What is your take on this counter? Can buy?
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danytan
Senior |
20-Nov-2013 11:22
Yells: "Up up and away!" |
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waking up this post. sudden drop. why?? | ||
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ozone2002
Supreme |
12-Nov-2013 09:06
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superb results from a superb company..profit up 29% S/NCompany NameQ/HY/FYCurrency, UnitsRevenueNet Profit CurrentPreviousChange (%)CurrentPreviousChange (%) 7Silverlake Axis1QRM$mn 101.4 80.1 27 51.2 39.5 29 |
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ozone2002
Supreme |
07-Nov-2013 16:59
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Last:0.855     Vol:5296k     +0.045 superb stock as highlighted before in May.. already hit DBS's TP
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danytan
Senior |
22-Oct-2013 16:29
Yells: "Up up and away!" |
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Anyone vested in this counter? | ||
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Joanjoan
Member |
30-Jul-2013 21:13
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Bought this share some times back when I cannot hold my itch. Got it at 0.8 but now it is falling quite badly. It hardly move up. Hopefully it will soon. Silver lake, swim like a fish in the lake! | ||
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pcscorpio
Member |
13-May-2013 14:05
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echo u | ||
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ozone2002
Supreme |
13-May-2013 13:44
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This company has very good business returns, one of the highest i've seen so far listed on SGX.. PE kinda high now  18x FY14F, waiting for dip to go into this..gd luck dyodd  Organic growth + acquisitions (DBS) • 9M12 earnings of RM 136m (+17%) were in line• back of recent acquisition and project pipeline FY13F/14F/15F EPS raised 6%/14%/19% on the• returns over the next one year BUY, TP raised to S$0.80 offering 14% potential9M13 earnings comprised 72% of our full year forecast Gross margins stood at 62.6% versus 51.6% in FY12 due to lower hardware sales and rise in higher margin software licensing & maintenance revenue. .Acquisitions and new projects lead to revisions. an 80% stake in Malaysian IT company, Merimen Group, in April 2013 for RM45m-52m, depending on the net profit range of RM7m-12m in FY14F. Merimen provides cloud computing platforms for insurance companies and has a leading position in Singapore, Malaysia and a growing presence in Indonesia, the Philippines. Meanwhile, SILV is bidding for various Islamic banking projects in Middle East, Indonesia and Malaysia, which could add to its order book of RM350m (excluding hardware & maintenance) SILV acquiredOrganic and acquisition driven growth. to register double-digit growth as ~50% of banks in ASEAN plan to migrate from legacy core banking solutions to packaged solutions over the next 2-5 years. SILV generates excess cash of RM40-50m after paying dividends each year, which could be used to make earnings-accretive acquisitions. SILV should continuePeers trade at an average 12-month forward PE of 17.6x. SILV’s peers are Infosys, TCS, SAP, Fiserv, Temenos and Oracle financial services. With a rising proportion of recurring income, we peg our target PE to ~18x FY14F earnings (from 16x) to derive a higher TP of S$0.80. SILV is bidding for a core banking project of a major Malaysian bank, which if
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guoyanyunyan
Elite |
06-Mar-2013 08:59
Yells: "uncertainty always exist" |
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... Married Deal: ...
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thomas55
Member |
18-Dec-2012 16:52
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Hi, Agreed to keep for long term the business will never fall solid. |
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tea444u
Master |
18-Dec-2012 14:54
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vested. | ||
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spices
Member |
18-Sep-2012 14:27
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i had a small position. sold with some profits, recently.   i think its a good counter, can accummulate in the long run but rather slow. i have since moved on to other counters to roll over my capital. got regular dividends....   =) |
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sgnewbie
Master |
18-Sep-2012 09:26
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http://sgxreports.blogspot.sg/2012/09/silverlake-axis.html | ||
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j3r0m3
Veteran |
14-May-2012 22:21
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http://singaporetrader.wordpress.com/2012/05/14/silverlake-axis-continue-to-deliver-as-forecast/ | ||
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krisluke
Supreme |
18-Nov-2011 19:21
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Silverlake Axis: CIMB notes recent 1Q12 core earnings of RM 27.8m (+20% yoy) formed 17% of full estimates, inline with expectations. This was driven by a larger orderbook and 2 large sales of hardware pdts. Expects revenue recognition to ramp up in 2Q, as i) Silverlake had delayed recognition from HNA group contracts as they were waiting on an external vendor to sign off on their contract delivery, and ii) recognition from Thai contracts was delayed bcs of the floods. CIMB is confident about Silverlake’s orderbook, forecasts ~RM 210m contract revenue to be recognized this yr, in contrast to 2009 where Silverlake was caught at the tail end of its orderbook. The co declared 0.2cts div. CIMB keeps at Buy with TP $0.43. |
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focusy
Senior |
11-Jun-2008 15:57
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article at www.nextinsight.com.sg |
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Snappers
Senior |
21-May-2008 22:54
Yells: "Buy when there is Fear, Sell when there is Greed" |
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if can trade and close above 0.38, there mayb further upside.. but if it trades below 0.33 then gotta monitor closely.. i'm not vested.. sold my lots last week.. |
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q10activator
Member |
20-May-2008 22:25
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Heavy fall today! Expect a techinical rebound tml on the 21st May. Expected TP still yet to be approached. Vested. Just my 2 cents worth. |
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cathylmg
Elite |
14-May-2008 14:51
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ok, thanks for your comment.
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Snappers
Senior |
14-May-2008 14:49
Yells: "Buy when there is Fear, Sell when there is Greed" |
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hmm.. it's quite volatile now... seems difficult to break 0.355... i won;t enter at the time being.. i will probably wait for it to drop till 0.31 or 0.315 then may enter again... but if it breaks 0.355 today and goes up then juz gotta let it go... | ||
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cathylmg
Elite |
14-May-2008 14:20
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When to buy again? | ||
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