To Trinity's Analyst:
Dear K. Surachai,
May I ask why you show/estimate a 0.68 Baht per share on DEMCO for calender year 2012, when DEMCO already earned 0.65 for the first 9 Months -and their stated revenue target is 6 Bill. + this year.
Also why would you show a 0.37 Baht dividend estimate for year 2012 when 40% of your 0.68 estimate (their stated payout ratio) is only 0.272.
Am one has to wonder sometimes what some analysts are thinking? Or, am I misssing something? Or, is this a typo?
Thanks for any comments back and correction.
Best Regards,
Paul Renaud.
www.thaistocks.com
To Kim Eng's analyst:
Dear K. Jaroonpan,
May I ask why you imply a 0.74 Baht per share on DEMCO for calender year 2012, when DEMCO already earned 0.65 for the first 9 Months -and their stated revenue target is 6 Bill. + this year.
Also why would you show a 0.37 Baht dividend estimate for year 2012, when 40% of your implied 0.74 EPS estimate (DEMCO's stated dividend payout ratio) is only 0.29 Baht.
Am I missing something? Or is this a typo? One has to wonder sometimes what how some analyst are calculating or if their purpose is to confuse?
Your p/e estimate valuation this morning of 10 then so shows a target stock price of 7.45, but this implies only an EPS estimate of 0.09 for the 4th Q, when in fact you state the 4Q. will be similar or just slightly lower then the 3Q, which was 0.20 EPS. ?
Thanks for any comments back and fairly so correction in your report.
Best Regards,
Paul Renaud.
www.thaistocks.com
