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Boustead
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Boustead on the move now
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jpower2015
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08-Jul-2025 20:51
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obviosuly some big funds buying in | ||||
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HVRRVH
Elite |
08-Jul-2025 10:50
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Hit $1.55 and mementum seems going strong. Most likely will move down to shake off some holders, just like when it hit $1.46 then back to $1.41/$1.42 levels. Though didn' t add more but happy with the size of my holding and will continue to watch this space. I think can take down $1.7 - $1.8 levels but after that hard to say. | ||||
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tangsookiam1947
Master |
07-Jul-2025 22:44
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just need to wait patiently for Boustead' s share price to move towards its RNAV or sum of parts...of more than $3.50... Same playbook as Centurion ... Share price has moved from $0.4 to more than $1.70 and closer towards RNAV of $2.10... Dydd..
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tangsookiam1947
Master |
04-Jul-2025 20:14
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Page 47 of Annual Report 2025 Market Valuation = $1.4 bil (last year, the figure was $1.1 bil) At the end of FY2025, outside of BIF and KBIL, our wholly-owned and jointly-owned portfolios contained nine completed properties. The key performance metrics take into account completed properties under other real estate platforms in which BIF and KBIL do not have any interest.
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chengwh1
Elite |
03-Jul-2025 15:28
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More updates are needed on the strategic review being carried out at Boustead here. Perhaps the coming AGM at month-end (estimated) will shed more light on Boustead' s plans for the future. Share price will then move from here,...... | ||||
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tangsookiam1947
Master |
28-Jun-2025 10:49
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Is the market underpricing Boustead Singapore? At a share price of $1.44, Boustead is trading at a market cap of ~$720M& mdash yet it holds $320M in net cash alone. That implies its profitable operating businesses (Geo-Spatial, Boustead Projects, Energy Engineering, Healthcare) are being valued at just ~$400M combined. Based on conservative sum-of-parts valuation, the group RNAV could exceed $3.70 per share. With recurring earnings, potential REIT recycling, freehold Como property (bought at $515m but now worth close to $700mil), and a strong balance sheet, this could be a classic deep value case.
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chengwh1
Elite |
27-Jun-2025 17:29
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Reached $1.44 today and closed,.... Congrats to shareholders here,.... | ||||
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tangsookiam1947
Master |
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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