Thursday, July 17, 2008

SPC- Kim Eng's View

Beneficiary of current high oil price environment Singapore Petroleum Company (SPC) has seen its earnings grow by leaps and bounds in the current high oil price environment, from loss-making in FY01 to a net profit of S$508.4m in FY07. While earnings may continue to be highly variable because of volatile refining margins, this will be progressively augmented by its upstream earnings.
Attractive dividend yield of 9.0% SPC has been rewarding shareholders during in its current purple patch, having paid out over 60% of earnings in the last two financial years. We expect SPC to stick to this payout level, which would result in a DPS of 63 cts per share in FY08. Dividend yield is a very attractive 9%.

No comments: