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Boustead
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Boustead on the move now
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tangsookiam1947
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26-Jun-2025 21:15
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still too undervalued.... Research Ideas Boustead Singapore (BOCS SP) - Potential Re-Rating Catalysts On The Horizon &bull Favourable long-term growth profile as diversified businesses provide exposure to multiple secular trends, notwithstanding uncertainties in near-term outlook &bull Potential beneficiary of efforts to revitalise the Singapore equity market &bull News of any further value-unlocking developments may also catalyse re-rating &bull Increase fair value (FV) estimate to SGD1.63 and reiterate BUY rating
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SmallSmall
Supreme |
26-Jun-2025 11:38
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OCBC' s Lim raises fair value for Boustead Singapore to $1.63 on multiple favourable growth trends |
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tangsookiam1947
Master |
25-Jun-2025 21:52
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Centurion has hit $1.6X &mdash getting closer to its RNAV (or sum-of-parts valuation) of $2.10. When will it be Boustead turn?
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chengwh1
Elite |
25-Jun-2025 12:20
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Hi bro,... I don' t really know,.... my strategy has always been : Look at fundamentals, monitor a bit,... if things don' t chg much from my investment thesis earlier, I' ll just hold-on to the ctr and ride out the volatility. Then the price will go up. I will even average-up slowly. I have been wrong at times,... then I cutloss. Hence, in essence, I don' t really look at how high the price might go to.
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tangsookiam1947
Master |
24-Jun-2025 19:50
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how high do you think Boustead can take off?
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chengwh1
Elite |
23-Jun-2025 21:53
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Along with my other ' low-priced' substantial hldgs : PLife REIT, DBS, Singtel, UMS Hldgs (now Integration) and CICT,........ this will be one I' m targetting for. | ||||
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lifeisgood
Supreme |
22-Jun-2025 19:52
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I am also not sure.
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tangsookiam1947
Master |
21-Jun-2025 17:12
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looking at centurion pattern, not sure if boustead may double from current price level? dydd....
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tangsookiam1947
Master |
20-Jun-2025 16:49
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📈 Centurion surged from S$0.40 to S$1.56 in under a year. The key driver? Clear value unlocking through a REIT spin-off and strong fundamentals. Its share price has re-rated closer to its RNAV of ~S$2.07. Now, Boustead (SGX: F9D) appears to be following the same playbook. It has risen from ~S$1.10 to ~S$1.40 recently, backed by a 48% jump in FY2025 profit and signs of asset monetisation ahead. Yet it still trades far below its sum-of-parts valuation of over S$3.00. Centurion showed what is possible. Boustead may be next &mdash and the rally may still be in early stages. 📢 Disclaimer: This is not financial advice. Please do your own research before investing.
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Livelifefreely
Member |
19-Jun-2025 08:29
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Bought at 0.90 and it' s been a long wait but compensated by decent divy Itching to buy more at these levels using SRS and forget about it |
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tangsookiam1947
Master |
18-Jun-2025 23:24
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Boustead Singapore ($1.39) &ndash Still Undervalued Market cap: $650m Net cash: $320m Enterprise value: just $330m (~$0.66/share) Geo-spatial segment alone earns ~$50m PBT/year. Assigning just 10x PE = $500m valuation. That&rsquo s more than the entire business (ex-cash). Everything else &mdash real estate under Boustead Project (worth around $600mil or more) , enginering, etc &mdash is free. Core EPS ~$0.15 &rarr PE of less than 5x ( $0.66/$0.15 = 4.4 only) Strong balance sheet. Recurring income. Optionality. Still a bargain. |
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tangsookiam1947
Master |
17-Jun-2025 18:36
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the sum of parts of Boustead is easily way above $3....At current ~$1.4, it is still very undervalued...DYDD
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HVRRVH
Elite |
17-Jun-2025 09:48
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Looking at the chart and have to resist temptation to add at this level. Satisfy with current holding size and missed adding below $1.15 level so that' s that. Just watch and wait for me personally and gunning for it to go higher! | ||||
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tangsookiam1947
Master |
17-Jun-2025 08:23
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📢 Fresh Coverage on Boustead Singapore SGX F9D Harrison Brooks just published a timely analysis of Boustead Singapore potential REIT related asset monetisation and why it may represent a compelling opportunity for value investors 🔗 Full article https://www.ainvest.com/news/boustead-singapore-catalyst-fueled-opportunity-strategic-asset-play-2506/ Key Highlights from the Investment Thesis Entry Point Consider accumulating below S$1.30 Stop Loss Level Below S$1.00 Target Price Up to S$2.15 approx 60 percent upside potential Suggested Horizon 12 to 18 months to monitor REIT developments and improved earnings visibility Valuation Note Currently trading at 6.8x PE well below its historical average and market peers despite strong insider ownership CEO holds 44 percent and solid earnings momentum 📌 Boustead Singapore is a classic value with catalyst story&hellip the REIT process could be the unlock investors have been waiting for Disclaimer This post is for informational purposes only and does not constitute investment advice Investors are encouraged to conduct their own due diligence and consider their individual risk tolerance and financial objectives before making any investment decisions |
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tangsookiam1947
Master |
15-Jun-2025 20:14
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https://www.youtube.com/watch?v=2Etrnpx1wFk...
&zwnj The sky' s the limit for boustead. DYDD pls..... |
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chengwh1
Elite |
14-Jun-2025 13:29
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Tq,... What is Carrying Value and isn' t this 16mil amt a buy low ?
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chengwh1
Elite |
14-Jun-2025 13:11
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Yes, I noticed the below too,... first by Centurion, and now by Boustead. Boustead' s assets atre logistics & industrial assets,... better than Centurion' s worker & student accomodation assets ? Look at the industrial and logistics REITs around us,... and look at CLAS' student accomodation assets. Recall too,... Mapletree Industrial Trust wanted to go into student accomodation assets a few yrs ago but the plan fell-through.
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tangsookiam1947
Master |
13-Jun-2025 21:00
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📈 From 40¢ to 1.50 &ndash Centurion REIT Playbook Centurion share price soared nearly 4x from just 40 cents to 1.50 as it moved to offload its assets into REIT structures. Investors saw the writing on the wall: unlocking value via asset monetisation can be a powerful catalyst. Now another player is walking a similar path 🏢 Boustead Singapore is actively reviewing its logistics and industrial real estate portfolio for a potential divestment or REIT listing. Here is the kicker 💰 Boustead book NAV stands at only 1.18 per share, which includes net cash of 320 million. That implies its operating assets are currently valued by the market at just 270 million based on 500 million shares. 📊 Meanwhile the market valuation of its completed real estate portfolio is around 1.1 billion. Assuming 75 percent effective ownership, Boustead attributable stake is approximately 825 million which is more than 3 times its current ex cash NAV. Same playbook. Different name So the question is how much could Boustead share price rerate if the market starts to price in the full asset value 👀 Watch this space 📎 This post is for informational purposes only and based on publicly available data and indicative assumptions. Actual valuations, ownership percentages and market conditions may differ. This is not investment advice. Please do your own due diligence DYDD and consult a licensed financial advisor if in doubt. |
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Joelton
Supreme |
13-Jun-2025 12:52
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Boustead Singapore reviews assets for potential sale to Reit for listing
No certainty that any transaction will materialise as a result of this process, says the engineering and technology group
[SINGAPORE] Boustead Singapore : F9D +0.81% is conducting strategic reviews for the sale of its stake in some of its logistics and industrial real estate assets to a real estate investment trust, to be listed on the Mainboard of the Singapore Exchange.
The engineering and technology group said in a Thursday (Jun 12) filing that the review is part of its &ldquo ordinary course of business to periodically consider options and opportunities&rdquo in relation to its investments to unlock shareholder value.
&ldquo There is no certainty that any transaction will materialise as a result of this process,&rdquo it added.
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HVRRVH
Elite |
13-Jun-2025 10:21
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Just trust FF Wong. The latest few moves already added significant value to shareholders, namely, the buying back of BPJ, the transfer of fund and property management businesses for a 24.1% stake in Unified Industrial and now exploring reit listing. Its dividend payout yield is also not exactly on the low side.
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