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SeaOfRed Member	31-Aug-2014 19:47        SeaOfRed About Contact  Quote this Post!
x 0   x 0  Alert Admin	Nice. Short it down please. BlueDogMeow      ( Date: 31-Aug-2014 00:31) Posted: Have anyone read the blog post by chemic capital on centurion? quite interesting.  He valued centurion at 42c at best.
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bishan22 Supreme	31-Aug-2014 19:36        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Read fr edge mag that 2 directors recently added stake to the company.
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lifeisgood Supreme	27-Aug-2014 10:40        lifeisgood About Contact  Quote this Post!
x 1   x 0  Alert Admin	Different investors, different styles. I have always preferred to go in early, I  was one of those who bought in at 19.5 cents, cheaper than Han and Loh' s entry price. Some may find current levels good price to enter, to each his own, but this thing about " margin of safety" always bugs me when I dont find it.  SeaOfRed      ( Date: 27-Aug-2014 10:31) Posted: No matter... It' s a profit making company, looking to long term and not very concerned about the near term price fluctuations. Most of those vested at 20 cts are long term investors, if they wanted to book profits all the better. This way there will be more upside to the share price. lifeisgood      ( Date: 27-Aug-2014 10:08) Posted: This stock was almost a 4 bagger coming up from 20 cents level. Wont be surprised more people will take profit as it is still up 300% at current level. As the workers dormitory business is slowing down dramatically, with massive oversupply and lots of new entrants,  the prospects are not encouraging. Sellers may continue to sell based on  its near term outlook.
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SeaOfRed Member	27-Aug-2014 10:31        SeaOfRed About Contact  Quote this Post!
x 0   x 0  Alert Admin	No matter... It' s a profit making company, looking to long term and not very concerned about the near term price fluctuations. Most of those vested at 20 cts are long term investors, if they wanted to book profits all the better. This way there will be more upside to the share price. lifeisgood      ( Date: 27-Aug-2014 10:08) Posted: This stock was almost a 4 bagger coming up from 20 cents level. Wont be surprised more people will take profit as it is still up 300% at current level. As the workers dormitory business is slowing down dramatically, with massive oversupply and lots of new entrants,  the prospects are not encouraging. Sellers may continue to sell based on  its near term outlook.
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lifeisgood Supreme	27-Aug-2014 10:08        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	This stock was almost a 4 bagger coming up from 20 cents level. Wont be surprised more people will take profit as it is still up 300% at current level. As the workers dormitory business is slowing down dramatically, with massive oversupply and lots of new entrants,  the prospects are not encouraging. Sellers may continue to sell based on  its near term outlook.
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SeaOfRed Member	27-Aug-2014 07:41        SeaOfRed About Contact  Quote this Post!
x 0   x 0  Alert Admin	Vested in this.. Hopefully see more selling today to add more. Hope shortists come to this counter.
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HVRRVH Elite	26-Aug-2014 21:51        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	Getting ready to dump the remaining holding liao, if drop some more small profit become even smaller profit liao. 62 cents is the limit. Maybe tomorrow can divest and look for pasture green. SeaOfRed      ( Date: 26-Aug-2014 20:39) Posted: U-turning very soon. Reaching the entry price for previous calls. Not that analysts' buy calls seem to have any effect. The more they call, the more it falls.
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SeaOfRed Member	26-Aug-2014 20:39        SeaOfRed About Contact  Quote this Post!
x 0   x 0  Alert Admin	U-turning very soon. Reaching the entry price for previous calls. Not that analysts' buy calls seem to have any effect. The more they call, the more it falls.
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Raptor50 Senior	22-Aug-2014 22:44        Raptor50 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Centurion Corp 1H14 Core Net Profit Up 52% yoy (CENT SP/BUY/S$0.675/Target: S$1.00) Excluding fair value gains and development profits (S$17.3m recognized in 1Q14), underlying 1H14 net profit would be S$13.1m (+52% yoy), or 44% of our full-year forecast, but only 40% of consensus estimate. Net profit growth was attributed to a rise in occupancy from the newly completed blocks (3,800 beds) at Toh Guan dormitories (from 60% in Jan 14 to near full occupancy in Jun 14), maiden contribution from student dormitories at RMIT Village and an increase in rentals and occupancy at the Malaysia dormitories. By UOB KH (22/08/14) Raptor50      ( Date: 22-Aug-2014 14:37) Posted: Stock Date Research house Recent price Target  Call Valuation (of target price) price Centurion 21-Aug DBS Vickers 64 c 91 c Buy   Centurion 15-Aug AmFraser 67.5 c 89 c Buy   Centurion 15-Aug UOB KH 67.5 c $1.00 Buy
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HVRRVH Elite	22-Aug-2014 18:32        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	2 directors bought from open market at 635 and 640. Keeping my remaining half for now.
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bishan22 Supreme	22-Aug-2014 15:12        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Creeping up slowly after house call. Good luck.  Raptor50      ( Date: 22-Aug-2014 14:37) Posted: Stock Date Research house Recent price Target  Call Valuation (of target price) price Centurion 21-Aug DBS Vickers 64 c 91 c Buy   Centurion 15-Aug AmFraser 67.5 c 89 c Buy   Centurion 15-Aug UOB KH 67.5 c $1.00 Buy
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RoundRound Elite	22-Aug-2014 15:11        RoundRound About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Tikam Tikam can also"
x 0   x 0  Alert Admin	Accumulation going on at 64.5 for much of today... buying supported
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Raptor50 Senior	22-Aug-2014 14:37        Raptor50 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Stock Date Research house Recent price Target  Call Valuation (of target price) price Centurion 21-Aug DBS Vickers 64 c 91 c Buy   Centurion 15-Aug AmFraser 67.5 c 89 c Buy   Centurion 15-Aug UOB KH 67.5 c $1.00 Buy
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lifeisgood Supreme	21-Aug-2014 12:01        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	In the past,  the A team  used to chew the s-chips until dry, then spit out. Dont know what they intend to do with Centurion.
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ozone2002 Supreme	21-Aug-2014 11:39        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	improving their biz returns.. looking good for this year! Better positioned for near term (DBS) challenge   Centurion&rsquo s low cost base and location-specific advantages will allow the Group to weather near term pressures from new supply in the Singapore workers&rsquo dormitory segment.   Overseas ventures are good diversification and student accommodation business is a solid longterm bet   Overall, Centurion still offers strong earnings growth, particularly from overseas contribution. Maintain BUY, for 50% upside to TP of S$0.91 é Centurion&rsquo s Singapore dormitories business is well placed to cope with 100k new supply. Centurion&rsquo s Singapore dormitories were stable in 2Q14, with Mandai and Toh Guan seeing near-full occupancy rates and strong pre-commitment levels, due to their attractive locations and flexibility in housing workers from all industries. Tuas saw a slight dip in occupancy due to an islandwide slowdown in construction activity. As such, we expect near term weakness in occupancy rates for Tuas, and bed rate growth in the next 3-5 years could be flattish. However, the Group&rsquo s low cost base should enable the dormitory to remain profitable despite supply pressures. Student accommodation business is a hidden gem with vast upside potential. A$60m acquisition of the 456-bed RMIT Village in Melbourne was followed by the £ 77m proposed acquisition of four dormitory assets in Manchester and Liverpool with a total bed count of 1,906. Despite relatively lower yields vis-a-vis workers&rsquo dormitories, they represent a timely pivot into a highly defensive asset class with stable returns and upside from potential AEIs. We believe with Centurion&rsquo s solid track record in unlocking asset potential, its student accommodation business could be a trump card in the group&rsquo s long term business strategy. Maintain Buy, TP: S$0.91. We have trimmed FY14F/15F to account for non-operating expenses and lowered TP as we clipped rental growth assumptions to 0-1% from 3-4% in our DCF valuation. Notwithstanding these changes, Centurion still offers strong earnings growth in excess of 40% over these two years and the stock currently offers 50% upside to our TP of S$0.91. Forecasts and Valuation FY Dec (S$ m) 2012A 2013A 2014F 2015F Revenue 65 66 82 102 EBITDA 34 33 65 80 Pre-tax Profit 19 18 60 53 Net Profit 15 15 48 42 Net Pft (Pre Ex.) 15 19 30 42 EPS (S cts) 2.0 1.8 5.7 5.1 EPS Pre Ex. (S cts) 2.0 2.3 3.6 5.1 EPS Gth (%) nm (11) 219 (11) EPS Gth Pre Ex (%) nm 13 60 40 Diluted EPS (S cts) 2.0 1.8 5.7 5.1 Net DPS (S cts) 0.3 0.5 0.7 0.7 BV Per Share (S cts) 27.4 35.2 41.3 46.8 PE (X) 30.8 34.6 10.8 12.2 PE Pre Ex. (X) 30.8 27.4 17.1 12.2 P/Cash Flow (X) 14.7 18.5 9.6 10.0 EV/EBITDA (X) 14.8 20.0 13.2 10.7 Net Div Yield (%) 0.5 0.9 1.1 1.1 P/Book Value (X) 2.3 1.8 1.5 1.3 Net Debt/Equity (X) 0.2 0.5 1.0 0.9 ROAE (%) 7.5 6.0 14.9 11.6
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bishan22 Supreme	21-Aug-2014 09:22        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Took a bite this morning. Hehe.  bishan22      ( Date: 21-Aug-2014 09:08) Posted: Making u turn. Watching.
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lifeisgood Supreme	21-Aug-2014 09:10        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree, looks ridiculously high, and very low barrier to entry. edwinjup      ( Date: 21-Aug-2014 08:13) Posted: St reported workers at punggol site told to vacate make shift dorm may support centurion share price a bit......lol...but per bed valued at $20k still high....fyi lifeisgood      ( Date: 20-Aug-2014 18:05) Posted: Maybe the BBs are cooking it down now. Cook until cheap cheap then fry again
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bishan22 Supreme	21-Aug-2014 09:08        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Making u turn. Watching.
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edwinjup Supreme	21-Aug-2014 08:13        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	St reported workers at punggol site told to vacate make shift dorm may support centurion share price a bit......lol...but per bed valued at $20k still high....fyi lifeisgood      ( Date: 20-Aug-2014 18:05) Posted: Maybe the BBs are cooking it down now. Cook until cheap cheap then fry again. edwinjup      ( Date: 20-Aug-2014 17:51) Posted: One good thing about centurion is that share in public quite.low..easily.cook by bbs..just like oxle
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lifeisgood Supreme	20-Aug-2014 18:05        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	Maybe the BBs are cooking it down now. Cook until cheap cheap then fry again. edwinjup      ( Date: 20-Aug-2014 17:51) Posted: One good thing about centurion is that share in public quite.low..easily.cook by bbs..just like oxley HVRRVH      ( Date: 20-Aug-2014 17:42) Posted: Haha I don't see it happen. Well if it doesn't touch 60 I can keep and see how, otherwise divest all
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