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Life Planning Associates Pte Ltd

Life Planning Associates Pte Ltd . Valued Clients Seminar 16 th August 2008 . Valued Clients Seminar 16 th August 2008. LPA Portfolio Performance July 2007 - June 2008 Victor Tan. LPA Portfolio @ 30/06/08 in SGD. LPA Portfolio @ 30/06/08 in SGD.

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Life Planning Associates Pte Ltd

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  1. Life Planning Associates Pte Ltd Valued Clients Seminar 16th August 2008

  2. Valued Clients Seminar 16th August 2008 LPA Portfolio Performance July 2007 - June 2008 Victor Tan

  3. LPA Portfolio @ 30/06/08 in SGD

  4. LPA Portfolio @ 30/06/08 in SGD

  5. LPA Portfolio @ 30/06/08 in SGD

  6. LPA Portfolio @ 30/06/08 in SGD

  7. HK Portfolio: ROI @ 30/06/08 in SGD

  8. Malaysia Portfolio: ROI @ 30/06/08 in SGD

  9. Singapore Portfolio: ROI @ 30/06/08 in SGD

  10. Return on Total Portfolio@ 30/06/08 in SGD

  11. Hong Kong - Top 4 Realised Gain

  12. Hong Kong - Top 3 Performers

  13. Hong Kong – Bottom 3 Performers

  14. ITC Corporation • Local interest – PSC (14%), Intraco (4%), Tat Seng Packaging (9%) • Net Profit up by 76 % from HK$ 284m to HK$ 500m • Shareholders Fund up 21 % • Current Ratio of 8.63 and Gearing of 8.3%

  15. ITC Corporation

  16. Raymond Industrial • Net loss of HK$ 45.5M - one-time write off of investment in Cheung Fung. • Cash of HK$ 305M – return HK$ 102M in total dvd of HK$ 0.21 per share. • Net Cash per Share (after dvd) is more than HK$ 0.50 per share. Current Ratio of HK$ 4.06 • Raymond shifting from low-end products to higher margin shaver products.

  17. Raymond Industrial

  18. Solartech International • Turnover for 6mths (31/12/07) up 30% from HK$ 34m to HK$ 48m. • Net Profit up 43 %. EPS up from 6.9 cents to 8.6 cents • Shareholders Fund up 14 % from HK$ 938m to HK$ 1,073m • High Gearing of 96 % • Book Value of HK$ 1.93

  19. Solartech International

  20. Malaysia - Top 3 Realised Gain

  21. Malaysia – Top 3 Performers

  22. Malaysia – Bottom 3 Performers

  23. Kim Hin Industry • Net Cash – RM 0.56 per net Share with No Debt • Current Ratio of 5.37 • Bought back 12m Treasury shares – 143m shares o/s. • Book Value gone up to RM 2.96 as at 31st March 08

  24. Kim Hin Industry

  25. New Straits Times Press • Net Profit up 38 %. EPS from 11.3 sen to 15.6 sen • Dividend increased from 5 sen to 8 sen (38% of NP) • Book Value goes up from RM 4.29 to RM 4.38 • Debt goes down to Gearing of 13.5 %

  26. New Straits Times Press

  27. Wijaya Baru Global • Loan Stock – Convertible to 0.8 ordinary share until 19/07/2012 • Fixed interest of RM 0.07 p.a. – 12.7 % Yield • Cash of RM 38mil with little debt • Current Ratio of 6.28

  28. Wijaya Baru Global

  29. LPA Portfolio @ 30/06/08 in SGD

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