Duty Free International (formerly: Esmart Holding)

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#18
(14-07-2014, 09:54 PM)mrEngineer Wrote: Main concern is comparing continued business and discontinued business EPS. Is the forward p/e still making sense? Can they still give out the same amount of dividend?

Yap, correct. That why I hope to see the newly acquired concession in the new kular lumpar airport terminal 2, the new duty free shops would contribute positively. The new shops start operation this month. So next quarter results would be interesting.
http://www.trbusiness.com/index.php/regi...klia2.html
http://www.moodiereport.com/document.php?doc_id=39474

And I also hope Vincent tan ,thru berjaya corp maybe interested to take over atlan (parent of duty free) and thus take duty free private. Atlan is doing a share placement, which means Vincent Tan has opportunity to acquire more shares and trigger a General offer?
http://www.nst.com.my/node/3724

http://journeytowealth88.blogspot.sg/201...s-mas.html

http://www.theedgemalaysia.com/highlight...entex.html

Quote: (2012)
The Edge weekly in its latest edition reported that Tan Sri Vincent Tan Chee Yioun was building a presence in duty-free chain operator Atlan, a
move that could lead to a change of control in the company and possibly a general offer situation.


Or duty free decides to expand regionally or revive talks with malasia airport's Eraman duty free for merger as Malaysia airline is going to be nationalise by the Malaysia government, maybe some corporate actions ?
http://www.theedgemalaysia.com/features/...tlets.html


We buy on hope, if these hope materialized, then share price would have jumped and too late to go in. But if never materialized, the support shd be at 28 cents.

And of course, I hope after getting the remaining 50million ringgit from berjaya, they will use the cash to do an aggressive share buyback just like beginning of 2013.
http://nextinsight.net/index.php/story-a...-of-shares

Vested with hope Smile
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RE: Duty Free International (formerly: Esmart Holding) - by Sincerity - 15-07-2014, 12:39 AM

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