NetLink NBN Trust（CJLU）株式概要NetLink NBN Trustは、シンガポール本土とそれに接続する島々の住宅や非住宅敷地内、非建物アドレスポイント（NBAP）接続用のパッシブファイバーネットワークインフラを所有、設計、構築、運営している。 詳細CJLU ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長1/6過去の実績1/6財務の健全性4/6配当金2/6報酬当社が推定した公正価値より33.7%で取引されている 収益は年間5.13%増加すると予測されています リスク分析5.31%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない すべてのリスクチェックを見るCJLU Community Fair Values Create NarrativeSee what 29 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueS$Current PriceS$1.0227.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0444m2016201920222025202620282031Revenue S$444.3mEarnings S$88.0mAdvancedSet Fair ValueView all narrativesNetLink NBN Trust 競合他社StarHubSymbol: SGX:CC3Market cap: S$1.8bTIME dotCom BerhadSymbol: KLSE:TIMECOMMarket cap: RM 11.6bChorusSymbol: NZSE:CNUMarket cap: NZ$4.4bIridium CommunicationsSymbol: NasdaqGS:IRDMMarket cap: US$4.8b価格と性能株価の高値、安値、推移の概要NetLink NBN Trust過去の株価現在の株価S$1.0252週高値S$1.0352週安値S$0.86ベータ0.171ヶ月の変化0.99%3ヶ月変化3.03%1年変化13.33%3年間の変化12.71%5年間の変化6.81%IPOからの変化25.93%最新ニュースDeclared Dividend • May 16Final dividend increased to S$0.027Dividend of S$0.027 is 1.1% higher than last year. Ex-date: 26th May 2026 Payment date: 10th June 2026 Dividend yield will be 5.3%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (243% earnings payout ratio) nor is it covered by cash flows (139% cash payout ratio). The dividend has increased by an average of 2.0% per year over the past 8 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 170% to bring the payout ratio under control. EPS is expected to grow by 23% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • May 15Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: S$0.021 (down from S$0.024 in FY 2025). Revenue: S$420.6m (up 2.3% from FY 2025). Net income: S$83.3m (down 13% from FY 2025). Profit margin: 20% (down from 23% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 1.0% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Board Change • May 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Independent Director Andrew Lim was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jan 31Third quarter 2026 earnings releasedThird quarter 2026 results: EPS: S$0.006. Revenue: S$104.3m (up 3.1% from 3Q 2025). Net income: S$21.8m (down 15% from 3Q 2025). Profit margin: 21% (down from 25% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Telecom industry in Asia.分析記事 • Jan 22Does NetLink NBN Trust (SGX:CJLU) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Jan 15NetLink NBN Trust to Report Q3, 2026 Results on Jan 29, 2026NetLink NBN Trust announced that they will report Q3, 2026 results After-Market on Jan 29, 2026最新情報をもっと見るRecent updatesDeclared Dividend • May 16Final dividend increased to S$0.027Dividend of S$0.027 is 1.1% higher than last year. Ex-date: 26th May 2026 Payment date: 10th June 2026 Dividend yield will be 5.3%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (243% earnings payout ratio) nor is it covered by cash flows (139% cash payout ratio). The dividend has increased by an average of 2.0% per year over the past 8 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 170% to bring the payout ratio under control. EPS is expected to grow by 23% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • May 15Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: S$0.021 (down from S$0.024 in FY 2025). Revenue: S$420.6m (up 2.3% from FY 2025). Net income: S$83.3m (down 13% from FY 2025). Profit margin: 20% (down from 23% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 1.0% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Board Change • May 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Independent Director Andrew Lim was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jan 31Third quarter 2026 earnings releasedThird quarter 2026 results: EPS: S$0.006. Revenue: S$104.3m (up 3.1% from 3Q 2025). Net income: S$21.8m (down 15% from 3Q 2025). Profit margin: 21% (down from 25% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Telecom industry in Asia.分析記事 • Jan 22Does NetLink NBN Trust (SGX:CJLU) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Jan 15NetLink NBN Trust to Report Q3, 2026 Results on Jan 29, 2026NetLink NBN Trust announced that they will report Q3, 2026 results After-Market on Jan 29, 2026お知らせ • Dec 20Netlink Nbn Trust Announces Change of Company Secretary, Effective December 19, 2025NetLink NBN Management Pte. Ltd., as trustee-manager of NetLink NBN Trust, announced that Ms. Lee Bee Fong will be appointed as the Secretary of the Trustee-Manager in place of Ms. Eunice Hooi Lai Fann, who will resign as the Secretary of the Trustee-Manager with effect from December 19, 2025. Following the abovementioned, the Company Secretaries of the Trustee-Manager will be Ms. Phyllis Yan Li Fang and Ms. Lee Bee Fong.分析記事 • Nov 05NetLink NBN Trust (SGX:CJLU) Is Paying Out A Dividend Of SGD0.0271NetLink NBN Trust's ( SGX:CJLU ) investors are due to receive a payment of SGD0.0271 per share on 28th of November...Declared Dividend • Nov 05First half dividend of S$0.027 announcedShareholders will receive a dividend of S$0.027. Ex-date: 14th November 2025 Payment date: 28th November 2025 Dividend yield will be 5.5%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (231% earnings payout ratio) nor is it covered by cash flows (210% cash payout ratio). The dividend has increased by an average of 2.1% per year over the past 7 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 157% to bring the payout ratio under control. EPS is expected to grow by 14% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Nov 04First half 2026 earnings released: EPS: S$0.011 (vs S$0.012 in 1H 2025)First half 2026 results: EPS: S$0.011 (down from S$0.012 in 1H 2025). Revenue: S$211.2m (up 2.0% from 1H 2025). Net income: S$43.5m (down 10% from 1H 2025). Profit margin: 21% (down from 23% in 1H 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Oct 17NetLink NBN Trust to Report First Half, 2026 Results on Nov 03, 2025NetLink NBN Trust announced that they will report first half, 2026 results on Nov 03, 2025お知らせ • Jul 17NetLink NBN Trust to Report Q1, 2026 Results on Jul 31, 2025NetLink NBN Trust announced that they will report Q1, 2026 results After-Market on Jul 31, 2025お知らせ • Jun 24NetLink NBN Trust, Annual General Meeting, Jul 22, 2025NetLink NBN Trust, Annual General Meeting, Jul 22, 2025, at 14:00 Singapore Standard Time. Location: stephen riady auditorium, ntuc centre, no. 1 marina boulevard, level 7, one marina boulevard, 018989, Singapore分析記事 • May 20NetLink NBN Trust (SGX:CJLU) Has Affirmed Its Dividend Of SGD0.0268The board of NetLink NBN Trust ( SGX:CJLU ) has announced that it will pay a dividend on the 11th of June, with...分析記事 • May 18Earnings Miss: NetLink NBN Trust Missed EPS By 6.7% And Analysts Are Revising Their ForecastsLast week, you might have seen that NetLink NBN Trust ( SGX:CJLU ) released its full-year result to the market. The...Declared Dividend • May 17Final dividend increased to S$0.027Dividend of S$0.027 is 1.1% higher than last year. Ex-date: 28th May 2025 Payment date: 11th June 2025 Dividend yield will be 5.9%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (225% earnings payout ratio) nor is it covered by cash flows (182% cash payout ratio). The dividend has increased by an average of 2.1% per year over the past 7 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 150% to bring the payout ratio under control. EPS is expected to grow by 16% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • May 16Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: S$0.024 (down from S$0.026 in FY 2024). Revenue: S$415.1m (flat on FY 2024). Net income: S$95.4m (down 7.6% from FY 2024). Profit margin: 23% (down from 25% in FY 2024). Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) also missed analyst estimates by 6.7%. Revenue is forecast to grow 2.0% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 3% per year.お知らせ • May 06NetLink NBN Trust to Report Fiscal Year 2025 Results on May 15, 2025NetLink NBN Trust announced that they will report fiscal year 2025 results After-Market on May 15, 2025分析記事 • Apr 09Is There An Opportunity With NetLink NBN Trust's (SGX:CJLU) 47% Undervaluation?Key Insights The projected fair value for NetLink NBN Trust is S$1.64 based on 2 Stage Free Cash Flow to Equity Current...Reported Earnings • Feb 12Third quarter 2025 earnings releasedThird quarter 2025 results: EPS: S$0.007. Revenue: S$101.1m (down 1.3% from 3Q 2024). Net income: S$25.6m (down 20% from 3Q 2024). Profit margin: 25% (down from 31% in 3Q 2024). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Telecom industry in Asia.お知らせ • Feb 10NetLink NBN Management Pte. Ltd. Announces Appointment of Phyllis Yan Li Fang as Company Secretary, Effective February 11, 2025NetLink NBN Management Pte. Ltd., as trustee-manager of NetLink NBN Trust, announced that Ms. Phyllis Yan Li Fang will be appointed as the Secretary of the Trustee-Manager in place of Mr. Albert Lim Aik Seng who will resign as the Secretary of the Trustee- Manager with effect from February 11, 2025. Following the above mentioned, the Company Secretaries of the Trustee-Manager will be Ms. Phyllis Yan Li Fang and Ms. Eunice Hooi Lai Fann.お知らせ • Jan 27NetLink NBN Trust to Report Q3, 2025 Results on Feb 10, 2025NetLink NBN Trust announced that they will report Q3, 2025 results After-Market on Feb 10, 2025分析記事 • Jan 13We Like These Underlying Return On Capital Trends At NetLink NBN Trust (SGX:CJLU)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Nov 11NetLink NBN Trust (SGX:CJLU) Shares Could Be 48% Below Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, NetLink NBN Trust fair value estimate is S$1.72 Current share...Declared Dividend • Nov 06First half dividend increased to S$0.027Dividend of S$0.027 is 1.1% higher than last year. Ex-date: 15th November 2024 Payment date: 29th November 2024 Dividend yield will be 5.9%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (209% earnings payout ratio) nor is it covered by cash flows (141% cash payout ratio). The dividend has increased by an average of 2.3% per year over the past 6 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 132% to bring the payout ratio under control. EPS is expected to grow by 20% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • Oct 21NetLink NBN Trust to Report First Half, 2025 Results on Nov 04, 2024NetLink NBN Trust announced that they will report first half, 2025 results on Nov 04, 2024分析記事 • Sep 05We Like These Underlying Return On Capital Trends At NetLink NBN Trust (SGX:CJLU)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...お知らせ • Jul 20NetLink NBN Trust to Report Q1, 2025 Results on Aug 02, 2024NetLink NBN Trust announced that they will report Q1, 2025 results After-Market on Aug 02, 2024お知らせ • Jun 28NetLink NBN Trust, Annual General Meeting, Jul 23, 2024NetLink NBN Trust, Annual General Meeting, Jul 23, 2024, at 14:00 Singapore Standard Time. Location: stephen riady auditorium, ntuc centre, no. 1 marina boulevard, level 7, one marina boulevard, singapore 018989, SingaporeReported Earnings • May 18Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: S$0.026 (down from S$0.028 in FY 2023). Revenue: S$420.5m (up 3.8% from FY 2023). Net income: S$103.2m (down 5.5% from FY 2023). Profit margin: 25% (down from 27% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.2%. Revenue is forecast to stay flat during the next 3 years compared to a 3.8% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • May 03NetLink NBN Trust to Report Fiscal Year 2024 Results on May 16, 2024NetLink NBN Trust announced that they will report fiscal year 2024 results After-Market on May 16, 2024Recent Insider Transactions • Feb 17Key Executive recently bought S$845k worth of stockOn the 16th of February, Yew Tong bought around 100k shares on-market at roughly S$8.45 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Yew has been a buyer over the last 12 months, purchasing a net total of S$929k worth in shares.Reported Earnings • Feb 09Third quarter 2024 earnings released: EPS: S$0.008 (vs S$0.007 in 3Q 2023)Third quarter 2024 results: EPS: S$0.008 (up from S$0.007 in 3Q 2023). Revenue: S$102.5m (flat on 3Q 2023). Net income: S$32.2m (up 18% from 3Q 2023). Profit margin: 31% (up from 27% in 3Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 4.1% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Jan 24NetLink NBN Trust to Report Q3, 2024 Results on Feb 06, 2024NetLink NBN Trust announced that they will report Q3, 2024 results at 5:00 PM, Singapore Standard Time on Feb 06, 2024Board Change • Dec 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Non-Executive & Non-Independent Director of NetLink NBN Management Pte. Ltd. - Trustee Manager Kung Yang Quah was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • Nov 29NetLink NBN Trust (SGX:CJLU) Is Looking To Continue Growing Its Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...分析記事 • Nov 12NetLink NBN Trust (SGX:CJLU) Is Increasing Its Dividend To SGD0.0265The board of NetLink NBN Trust ( SGX:CJLU ) has announced that the dividend on 1st of December will be increased to...Reported Earnings • Nov 04Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: S$106.4m (up 4.2% from 2Q 2023). Net income: S$24.7m (down 8.4% from 2Q 2023). Profit margin: 23% (down from 26% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.2% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Nov 04+ 2 more updatesNetLink NBN Management Pte. Ltd. Announces Management Appointments, Effective 1 December 2023The Board of Directors of NetLink NBN Management Pte. Ltd., as trustee-manager of NetLink NBN Trust (the Trustee-Manager) announced the following appointments with effect from 1 December 2023: The appointment of Ms Wong Swee Ping, Shirley as Independent Non-Executive Director of the Trustee-Manager and as a member of the Audit Committee. The appointment of Ms Tee Siew Hong, Joyce as Independent Non-Executive Director of the Trustee-Manager and as a member of the Nominating Committee (NC). The composition of the Board, the AC and the NC will be as follows: Board: Mr. Chaly Mah Chee Kheong (Independent Non-Executive Chairman); Ms Koh Kah Sek (Independent Non-Executive Director); Ms Ku Xian Hong (Independent Non-Executive Director);; Ms Tee Siew Hong, Joyce (Independent Non-Executive Director); Ms Wong Swee Ping, Shirley (Independent Non-Executive Director); Mr. Yeo Wico (Independent Non-Executive Director); Mr. Quah Kung Yang (Non-Independent Non-Executive Director); Mr. William Woo Siew Wing (Non-Independent Non-Executive Director); and Mr. Tong Yew Heng (Executive Director and Chief Executive Officer). Audit Committee: Ms Koh Kah Sek (Chairman); Ms Wong Swee Ping, Shirley (Member); and Mr. Yeo Wico (Member). Nominating Committee: Mr. Chaly Mah Chee Kheong (Chairman); Ms Tee Siew Hong, Joyce (Member) and Mr. William Woo Siew Wing (Member).お知らせ • Oct 21NetLink NBN Trust to Report First Half, 2024 Results on Nov 03, 2023NetLink NBN Trust announced that they will report first half, 2024 results on Nov 03, 2023お知らせ • Oct 10Netlink Nbn Trust Announces Appointment of Mr. Yoong Swie Leong, Nicholas as Chief Operating Officer, Appointment Date Is 16 October 2023Netlink Nbn Trust announced appointment of Mr. Yoong Swie Leong, Nicholas as Chief Operating Officer. The Board of Directors of the Trustee-Manager, having considered the NC's recommendation and Mr. Yoong's credentials and experience, has approved his appointment as Chief Operating Officer. Role ans responsibilities: Executive Mr. Yoong is responsible for overseeing the NetLink NBN Trust Group's business operations, and developing organisational strategies and practices with a view to improving efficiency and productivity. Working experience: Chief Global Business Officer, NR Instant Produce PCL - 1 year Chief Executive Officer, Intraco Limited - 5 years Chief Operating Officer, Taylor's Education Pte Ltd. - 4 years . Other directorships past: Intrawave Pte Ltd. Intraco Trading Pte Ltd. Intraco Foods Pte Ltd. Intraco International Pte Ltd. KA Group Holdings Pte Ltd. KA Building Construction Pte Ltd. KA Fireproofing Pte Ltd. KA Fabric Shutters Pte Ltd. KA Firelite Pte Ltd. KA Vermiculite Spray Sdn Bhd Tat Hong Intraco Pte Ltd. Tat Hong Intraco Heavy Equipment Co Ltd. other directorships present: MUI Properties Berhad. Professional qualifications: 1. Bachelor of Accounting (Hons), University Malaya (MICPA Scholar), 1997-2000 2. MBA, Warwick Business School, University of Warwick (Chevening Scholar), 2001-2002 3. Programme in International Management, The Australian Graduate School of Management (AGSM), joint business school University of Sydney and University of New South Wales, Australia, 2002 4. ACCA (trained in the U.K. firm of Ernst & Young LLP), 2002-2004 5. Master of Studies (International Relations), University of Cambridge (Selwyn College), 2007-2009. Appointment date is 16 October 2023.Reported Earnings • Aug 18First quarter 2024 earnings releasedFirst quarter 2024 results: EPS: S$0.007. Revenue: S$103.9m (up 6.1% from 1Q 2023). Net income: S$28.2m (up 2.2% from 1Q 2023). Profit margin: 27% (down from 28% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.1% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Aug 04NetLink NBN Trust to Report Q1, 2024 Results on Aug 17, 2023NetLink NBN Trust announced that they will report Q1, 2024 results at 5:00 PM, Singapore Standard Time on Aug 17, 2023分析記事 • Jul 03Returns At NetLink NBN Trust (SGX:CJLU) Are On The Way UpIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...お知らせ • Jun 23NetLink NBN Trust, Annual General Meeting, Jul 19, 2023NetLink NBN Trust, Annual General Meeting, Jul 19, 2023, at 14:00 Singapore Standard Time. Location: Ballroom at Level 2, Conrad Centennial Singapore, Two Temasek Boulevard, Singapore 038982 Singapore Singapore Agenda: To receive and adopt the Report of the Trustee-Manager, Statement by the Trustee-Manager and the Audited Financial Statements of NetLink NBN Trust for the financial year ended 31 March 2023 together with the Independent Auditor's Report therein; to re-appoint Deloitte & Touche LLP as Auditors of NetLink NBN Trust to hold office until the conclusion of the next Annual General Meeting and to authorise the Directors of the Trustee-Manager to fix their remuneration; and to transact such other business matter.Buying Opportunity • May 31Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be S$1.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 1.1% per annum. Earnings is also forecast to grow by 2.1% per annum over the same time period.Upcoming Dividend • May 23Upcoming dividend of S$0.026 per share at 5.8% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 13 June 2023. Payout ratio is a comfortable 2.2% but the company is paying out more than the cash it is generating. Trailing yield: 5.8%. Lower than top quartile of Singaporean dividend payers (6.5%). Higher than average of industry peers (3.9%).分析記事 • May 21NetLink NBN Trust's (SGX:CJLU) Shareholders Will Receive A Bigger Dividend Than Last YearNetLink NBN Trust ( SGX:CJLU ) will increase its dividend on the 13th of June to SGD0.0262, which is 1.9% higher than...お知らせ • May 19NetLink NBN Trust Declares Distribution for the Period from 1 October 2022 to 31 March 2023, Payable on 13 June 2023NetLink NBN Trust announced that a distribution in the amount of 2.62 Singapore cents per Unit is declared for the Trust's distribution period from 1 October 2022 to 31 March 2023 and will be paid on 13 June 2023 by NetLink NBN Management Pte. Ltd. (in its capacity as the trustee-manager of the Trust) (the "Trustee-Manager") as a distribution in cash to the Trust's unitholders. Ex-distribution date is 30 May 2023. Record date is 31 May 2023.Reported Earnings • May 19Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: S$0.028 (up from S$0.023 in FY 2022). Revenue: S$409.3m (up 7.8% from FY 2022). Net income: S$109.3m (up 20% from FY 2022). Profit margin: 27% (up from 24% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 1.3%. Revenue is forecast to stay flat during the next 2 years compared to a 4.0% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • May 05NetLink NBN Trust to Report Fiscal Year 2023 Results on May 18, 2023NetLink NBN Trust announced that they will report fiscal year 2023 results at 5:00 PM, Singapore Standard Time on May 18, 2023分析記事 • Apr 03NetLink NBN Trust (SGX:CJLU) Might Have The Makings Of A Multi-BaggerIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...お知らせ • Feb 14NetLink NBN Trust Announces Change of Company SecretaryNetLink NBN Trust announced that Ms Eunice Hooi Lai Fann will be appointed as the Secretary of the Trustee-Manager in place of Mr. Chester Leong Chang Hong who will resign as the Secretary of the Trustee-Manager with effect from 1 March 2023. Following the abovementioned, the Company Secretaries of the Trustee-Manager will be Mr. Albert Lim Aik Seng and Ms Eunice Hooi Lai Fann.お知らせ • Jan 31NetLink NBN Trust to Report Q3, 2023 Results on Feb 13, 2023NetLink NBN Trust announced that they will report Q3, 2023 results at 5:00 PM, Singapore Standard Time on Feb 13, 2023分析記事 • Jan 04NetLink NBN Trust (SGX:CJLU) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Dec 20A Look At The Intrinsic Value Of NetLink NBN Trust (SGX:CJLU)Key Insights NetLink NBN Trust's estimated fair value is S$1.0 based on 2 Stage Free Cash Flow to Equity Current share...Price Target Changed • Dec 19Price target decreased to S$0.93Down from S$1.02, the current price target is an average from 7 analysts. New target price is 8.0% above last closing price of S$0.86. Stock is down 14% over the past year. The company is forecast to post earnings per share of S$0.027 for next year compared to S$0.023 last year.Buying Opportunity • Dec 07Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be S$1.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 7.2%. Revenue is forecast to grow by 0.9% in 2 years. Earnings is forecast to decline by 2.3% in the next 2 years.分析記事 • Dec 05NetLink NBN Trust (SGX:CJLU) Is Experiencing Growth In Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. Non-Independent Non-Executive Director of NetLink NBN Management Pte. Ltd. William Woo was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Buying Opportunity • Nov 08Now 19% undervalued after recent price dropOver the last 90 days, the stock is down 4.2%. The fair value is estimated to be S$1.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 7.2%. Revenue is forecast to grow by 0.9% in 2 years. Earnings is forecast to decline by 2.3% in the next 2 years.Upcoming Dividend • Nov 08Upcoming dividend of S$0.026 per shareEligible shareholders must have bought the stock before 15 November 2022. Payment date: 30 November 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.8%. Lower than top quartile of Singaporean dividend payers (6.7%). Higher than average of industry peers (4.4%).Reported Earnings • Nov 03Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: S$103.9m (up 9.7% from 2Q 2022). Net income: S$27.0m (up 76% from 2Q 2022). Profit margin: 26% (up from 16% in 2Q 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 3.6% growth forecast for the Telecom industry in Asia.お知らせ • Oct 20NetLink NBN Trust to Report Q2, 2023 Results on Nov 02, 2022NetLink NBN Trust announced that they will report Q2, 2023 results at 5:00 PM, Singapore Standard Time on Nov 02, 2022分析記事 • Sep 26NetLink NBN Trust (SGX:CJLU) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Aug 19First quarter 2023 earnings releasedFirst quarter 2023 results: EPS: S$0.007. Revenue: S$97.9m (up 4.8% from 1Q 2022). Net income: S$27.6m (up 11% from 1Q 2022). Profit margin: 28% (up from 27% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to stay flat compared to a 3.8% growth forecast for the Telecom industry in Singapore. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 2% per year.お知らせ • Aug 02NetLink NBN Trust to Report Q1, 2023 Results on Aug 15, 2022NetLink NBN Trust announced that they will report Q1, 2023 results After-Market on Aug 15, 2022お知らせ • Jun 29NetLink NBN Trust Announces Re-Designation of Chye Hoon Pin from Chief Operating Officer to Executive DirectorNetLink NBN Trust announced that Mr. Chye Hoon Pin, an existing executive officer of NetLink NBN Trust, will be re-designated from Chief Operating Officer ("COO") to Executive Director (Projects) with effect from 1 July 2022. As part of succession planning, the Nominating Committee ("NC") of NetLink NBN Management Pte. Ltd. (as Trustee-Manager of NetLink NBN Trust) has reviewed the role and responsibilities of Mr. Chye. In this connection, the NC has recommended his redesignation from COO to Executive Director (Projects). Having considered the NC's recommendation and Mr. Chye's credentials and experience, the Board of NetLink NBN Management Pte. Ltd. (as Trustee-Manager of NetLink NBN Trust) has approved his redesignation from COO to Executive Director (Projects). The responsibilities of the COO will be undertaken by the management team under the leadership of the CEO. Executive Mr. Chye is responsible for overseeing all of NetLink NBN Trust's information technology ("IT") requirements and operations, including developing, planning and implementing strategies for IT projects to meet NetLink NBN Trust's business needs. Mr. Chye Hoon Pin has been the COO of the NetLink NBN Trust Group till 30 June 2022. He has been the COO of OpenNet and NetLink Trust since January 2014. As COO, Mr. Chye was responsible for driving organisational strategies and optimising resources to deliver maximum value to customers and stakeholders. Mr. Chye brings with him almost 40 years of regional experience in network operations and management, information technology and voice services. Prior to joining OpenNet, Mr. Chye was the Vice President of Singtel's IPTV Infrastructure department. During his time at Singtel, he held leadership positions across engineering, fixed voice, mobile, IP networks, broadband, satellite, submarine cables operations, IPTV and broadcast function, amongst others. He also has extensive regional experience and was the CEO of the cellular company Pacific Bangladesh Telecom Limited from 2005 to 2007.お知らせ • Jun 24NetLink NBN Trust, Annual General Meeting, Jul 20, 2022NetLink NBN Trust, Annual General Meeting, Jul 20, 2022, at 14:00 Singapore Standard Time. Agenda: To receive and adopt the Directors' Statement and the Audited Financial Statements of the Trustee-Manager for the financial year ended 31 March 2022 and the Independent Auditors' Report therein; to consider and approve the payment of Directors' fees of up to SGD 1,076,000 for the financial year ending 31 March 2023, payable quarterly in arrears. (2022: up to SGD 1,076,000); to consider and re-appoint Deloitte & Touche LLP as Auditors of the Trustee-Manager to hold office until the conclusion of the next Annual General Meeting of the Trustee-Manager and to authorise the Directors of the Trustee-Manager to fix their remuneration; to consider and re-elect Mr Yeo Wico who will retire as Director of the Company and who, being eligible, will offer himself for re-election; and to consider the transact any other ordinary business that may be properly transacted at an Annual General Meeting.分析記事 • Jun 16Are Investors Undervaluing NetLink NBN Trust (SGX:CJLU) By 38%?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of NetLink NBN Trust...分析記事 • May 20The NetLink NBN Trust (SGX:CJLU) Annual Results Are Out And Analysts Have Published New ForecastsAs you might know, NetLink NBN Trust ( SGX:CJLU ) recently reported its yearly numbers. It looks like the results were...Reported Earnings • May 20Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: S$0.023 (down from S$0.024 in FY 2021). Revenue: S$379.6m (up 2.5% from FY 2021). Net income: S$91.3m (down 3.7% from FY 2021). Profit margin: 24% (down from 26% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.9%. Over the next year, revenue is forecast to grow 1.7%, compared to a 4.0% growth forecast for the industry in Singapore. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 7% per year.お知らせ • May 18NetLink NBN Trust Announces Distribution for the Period from 1 October 2021 to 31 March 2022, Payable on 10 June 2022NetLink NBN Trust announced that a distribution in the amount of 2.57 Singapore cents per Unit is declared for the Trust's distribution period from 1 October 2021 to 31 March 2022 (the "Distribution"), and will be paid on 10 June 2022 by NetLink NBN Management Pte. Ltd. (in its capacity as the trustee-manager of the Trust) (the "Trustee-Manager") as a distribution in cash to the Trust's unitholders (the "Unitholders"). Following are the important dates and times which Unitholders should note: Distribution period: 1 October 2021 to 31 March 2022, Distribution amount: 2.57 Singapore cents per Unit, Ex-distribution date and time: 26 May 2022 at 9.00 a.m., Record date and time: 27 May 2022 at 5.00 p.m. and Distribution payment date: 10 June 2022.分析記事 • May 05Returns On Capital Are Showing Encouraging Signs At NetLink NBN Trust (SGX:CJLU)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. Non-Independent Non-Executive Director of NetLink NBN Management Pte. Ltd. William Woo was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 29NetLink NBN Trust Changes to the Nominating CommitteeThe Board of Directors of NetLink NBN Management Pte. Ltd. as Trustee-M NetLink NBN Trust announced the appointment of Mr. Chaly Kheong as the Chairman of the Nominating Committee in place of Mr. Eric Ang Teik Lim with effect from 1 April 2022. Mr. Eric Ang Teik Lim will remain as a Member of the Nominating Committee. Following the above changes, the composition of the Nominating Committee will be as follows: In Nominating Committee Mr. Chaly Mah Chee Kheong appointed as Chairman. Mr. Eric Ang Teik Lim and Mr. William Woo Siew Wing is appointed as Member.分析記事 • Feb 07Is NetLink NBN Trust (SGX:CJLU) Trading At A 31% Discount?Today we will run through one way of estimating the intrinsic value of NetLink NBN Trust ( SGX:CJLU ) by taking the...お知らせ • Jan 30NetLink NBN Trust to Report Q3, 2022 Results on Feb 14, 2022NetLink NBN Trust announced that they will report Q3, 2022 results After-Market on Feb 14, 2022分析記事 • Jan 10Here's Why NetLink NBN Trust (SGX:CJLU) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Upcoming Dividend • Nov 09Upcoming dividend of S$0.026 per shareEligible shareholders must have bought the stock before 16 November 2021. Payment date: 01 December 2021. Trailing yield: 5.0%. Lower than top quartile of Singaporean dividend payers (5.2%). Higher than average of industry peers (3.7%).分析記事 • Nov 05NetLink NBN Trust's (SGX:CJLU) Upcoming Dividend Will Be Larger Than Last Year'sNetLink NBN Trust ( SGX:CJLU ) will increase its dividend on the 1st of December to S$0.026, which is 1.2% higher than...Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. Non-Independent Non-Executive Director of NetLink NBN Management Pte. Ltd. William Woo was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • Sep 17The Return Trends At NetLink NBN Trust (SGX:CJLU) Look PromisingThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...Reported Earnings • Aug 25First quarter 2022 earnings released: EPS S$0.006The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2022 results: Revenue: S$93.4m (up 4.9% from 1Q 2021). Net income: S$24.8m (up 5.5% from 1Q 2021). Profit margin: 27% (in line with 1Q 2021).分析記事 • Jun 13Does NetLink NBN Trust (SGX:CJLU) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jun 01Are Investors Undervaluing NetLink NBN Trust (SGX:CJLU) By 25%?Does the June share price for NetLink NBN Trust ( SGX:CJLU ) reflect what it's really worth? Today, we will estimate...Upcoming Dividend • May 17Upcoming dividend of S$0.025 per shareEligible shareholders must have bought the stock before 24 May 2021. Payment date: 09 June 2021. Trailing yield: 5.2%. Within top quartile of Singaporean dividend payers (4.9%). Higher than average of industry peers (3.9%).お知らせ • May 13NetLink NBN Trust Announces Distribution for the Period from October 1, 2020 to March 31, 2021, Payable on June 9, 2021NetLink NBN Trust informed that a distribution in the amount of 2.55 Singapore cents per Unit is declared for the Trust's distribution period from 1 October 2020 to 31 March 2021, and will be paid on 9 June 2021 by NetLink NBN Management Pte. Ltd. (in its capacity as the trustee-manager of the Trust) (the "Trustee-Manager") as a distribution in cash to the Trust's unitholders. Ex-distribution date is 24 May 2021 and Record date is 25 May 2021.Reported Earnings • May 12Full year 2021 earnings released: EPS S$0.024 (vs S$0.02 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: S$378.4m (up 1.8% from FY 2020). Net income: S$94.8m (up 21% from FY 2020). Profit margin: 25% (up from 21% in FY 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year.分析記事 • May 02We Like These Underlying Return On Capital Trends At NetLink NBN Trust (SGX:CJLU)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Apr 01Tread With Caution Around NetLink NBN Trust's (SGX:CJLU) 5.3% Dividend YieldCould NetLink NBN Trust ( SGX:CJLU ) be an attractive dividend share to own for the long haul? Investors are often...分析記事 • Mar 17Does The Market Have A Low Tolerance For NetLink NBN Trust's (SGX:CJLU) Mixed Fundamentals?NetLink NBN Trust (SGX:CJLU) has had a rough three months with its share price down 2.1%. It is possible that the...Is New 90 Day High Low • Mar 09New 90-day low: S$0.94The company is down 4.0% from its price of S$0.97 on 09 December 2020. The Singaporean market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is S$1.21 per share.分析記事 • Mar 04Does NetLink NBN Trust (SGX:CJLU) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...分析記事 • Feb 19Does NetLink NBN Trust's (SGX:CJLU) Statutory Profit Adequately Reflect Its Underlying Profit?Broadly speaking, profitable businesses are less risky than unprofitable ones. Having said that, sometimes statutory...お知らせ • Feb 11NetLink NBN Trust to Report Q3, 2021 Results on Feb 24, 2021NetLink NBN Trust announced that they will report Q3, 2021 results After-Market on Feb 24, 2021Is New 90 Day High Low • Feb 09New 90-day low: S$0.95The company is down 3.0% from its price of S$0.97 on 11 November 2020. The Singaporean market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is S$1.21 per share.株主還元CJLUSG TelecomSG 市場7D0%-0.9%-0.2%1Y13.3%4.7%29.3%株主還元を見る業界別リターン: CJLU過去 1 年間で4.7 % の収益を上げたSG Telecom業界を上回りました。リターン対市場: CJLUは、過去 1 年間で29.3 % のリターンを上げたSG市場を下回りました。価格変動Is CJLU's price volatile compared to industry and market?CJLU volatilityCJLU Average Weekly Movement1.4%Telecom Industry Average Movement5.3%Market Average Movement6.1%10% most volatile stocks in SG Market14.4%10% least volatile stocks in SG Market2.7%安定した株価: CJLU 、 SG市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: CJLUの 週次ボラティリティ ( 1% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2017n/aYew Tongwww.netlinknbn.comNetLink NBN Trust は、シンガポール本土とそれに接続する島々の住宅や非住宅敷地内、非建物アドレスポイント（NBAP）接続用のパッシブファイバーネットワークインフラを所有、設計、構築、運営している。同社のパッシブファイバーネットワークインフラには、ダクト、マンホール、ファイバーケーブル、セントラルオフィスが含まれる。NetLink NBN Trustは2017年に法人化され、シンガポールを拠点としている。もっと見るNetLink NBN Trust 基礎のまとめNetLink NBN Trust の収益と売上を時価総額と比較するとどうか。CJLU 基礎統計学時価総額S$3.97b収益（TTM）S$83.31m売上高(TTM)S$416.46m47.7xPER（株価収益率9.5xP/SレシオCJLU は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計CJLU 損益計算書（TTM）収益S$416.46m売上原価S$100.47m売上総利益S$315.99mその他の費用S$232.68m収益S$83.31m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.021グロス・マージン75.87%純利益率20.00%有利子負債／自己資本比率43.7%CJLU の長期的なパフォーマンスは？過去の実績と比較を見る配当金5.3%現在の配当利回り254%配当性向CJLU 配当は確実ですか？CJLU 配当履歴とベンチマークを見るCJLU 、いつまでに購入すれば配当金を受け取れますか？NetLink NBN Trust 配当日配当落ち日May 26 2026配当支払日Jun 10 2026配当落ちまでの日数4 days配当支払日までの日数19 daysCJLU 配当は確実ですか？CJLU 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 10:24終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋NetLink NBN Trust 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14 アナリスト機関Sachin SalgaonkarBofA Global ResearchJialin LiCGS InternationalLuis HiladoCitigroup Inc11 その他のアナリストを表示
Declared Dividend • May 16Final dividend increased to S$0.027Dividend of S$0.027 is 1.1% higher than last year. Ex-date: 26th May 2026 Payment date: 10th June 2026 Dividend yield will be 5.3%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (243% earnings payout ratio) nor is it covered by cash flows (139% cash payout ratio). The dividend has increased by an average of 2.0% per year over the past 8 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 170% to bring the payout ratio under control. EPS is expected to grow by 23% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • May 15Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: S$0.021 (down from S$0.024 in FY 2025). Revenue: S$420.6m (up 2.3% from FY 2025). Net income: S$83.3m (down 13% from FY 2025). Profit margin: 20% (down from 23% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 1.0% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Board Change • May 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Independent Director Andrew Lim was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jan 31Third quarter 2026 earnings releasedThird quarter 2026 results: EPS: S$0.006. Revenue: S$104.3m (up 3.1% from 3Q 2025). Net income: S$21.8m (down 15% from 3Q 2025). Profit margin: 21% (down from 25% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Telecom industry in Asia.
分析記事 • Jan 22Does NetLink NBN Trust (SGX:CJLU) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Jan 15NetLink NBN Trust to Report Q3, 2026 Results on Jan 29, 2026NetLink NBN Trust announced that they will report Q3, 2026 results After-Market on Jan 29, 2026
Declared Dividend • May 16Final dividend increased to S$0.027Dividend of S$0.027 is 1.1% higher than last year. Ex-date: 26th May 2026 Payment date: 10th June 2026 Dividend yield will be 5.3%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (243% earnings payout ratio) nor is it covered by cash flows (139% cash payout ratio). The dividend has increased by an average of 2.0% per year over the past 8 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 170% to bring the payout ratio under control. EPS is expected to grow by 23% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • May 15Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: S$0.021 (down from S$0.024 in FY 2025). Revenue: S$420.6m (up 2.3% from FY 2025). Net income: S$83.3m (down 13% from FY 2025). Profit margin: 20% (down from 23% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 1.0% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Board Change • May 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Independent Director Andrew Lim was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jan 31Third quarter 2026 earnings releasedThird quarter 2026 results: EPS: S$0.006. Revenue: S$104.3m (up 3.1% from 3Q 2025). Net income: S$21.8m (down 15% from 3Q 2025). Profit margin: 21% (down from 25% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Telecom industry in Asia.
分析記事 • Jan 22Does NetLink NBN Trust (SGX:CJLU) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Jan 15NetLink NBN Trust to Report Q3, 2026 Results on Jan 29, 2026NetLink NBN Trust announced that they will report Q3, 2026 results After-Market on Jan 29, 2026
お知らせ • Dec 20Netlink Nbn Trust Announces Change of Company Secretary, Effective December 19, 2025NetLink NBN Management Pte. Ltd., as trustee-manager of NetLink NBN Trust, announced that Ms. Lee Bee Fong will be appointed as the Secretary of the Trustee-Manager in place of Ms. Eunice Hooi Lai Fann, who will resign as the Secretary of the Trustee-Manager with effect from December 19, 2025. Following the abovementioned, the Company Secretaries of the Trustee-Manager will be Ms. Phyllis Yan Li Fang and Ms. Lee Bee Fong.
分析記事 • Nov 05NetLink NBN Trust (SGX:CJLU) Is Paying Out A Dividend Of SGD0.0271NetLink NBN Trust's ( SGX:CJLU ) investors are due to receive a payment of SGD0.0271 per share on 28th of November...
Declared Dividend • Nov 05First half dividend of S$0.027 announcedShareholders will receive a dividend of S$0.027. Ex-date: 14th November 2025 Payment date: 28th November 2025 Dividend yield will be 5.5%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (231% earnings payout ratio) nor is it covered by cash flows (210% cash payout ratio). The dividend has increased by an average of 2.1% per year over the past 7 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 157% to bring the payout ratio under control. EPS is expected to grow by 14% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Nov 04First half 2026 earnings released: EPS: S$0.011 (vs S$0.012 in 1H 2025)First half 2026 results: EPS: S$0.011 (down from S$0.012 in 1H 2025). Revenue: S$211.2m (up 2.0% from 1H 2025). Net income: S$43.5m (down 10% from 1H 2025). Profit margin: 21% (down from 23% in 1H 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Oct 17NetLink NBN Trust to Report First Half, 2026 Results on Nov 03, 2025NetLink NBN Trust announced that they will report first half, 2026 results on Nov 03, 2025
お知らせ • Jul 17NetLink NBN Trust to Report Q1, 2026 Results on Jul 31, 2025NetLink NBN Trust announced that they will report Q1, 2026 results After-Market on Jul 31, 2025
お知らせ • Jun 24NetLink NBN Trust, Annual General Meeting, Jul 22, 2025NetLink NBN Trust, Annual General Meeting, Jul 22, 2025, at 14:00 Singapore Standard Time. Location: stephen riady auditorium, ntuc centre, no. 1 marina boulevard, level 7, one marina boulevard, 018989, Singapore
分析記事 • May 20NetLink NBN Trust (SGX:CJLU) Has Affirmed Its Dividend Of SGD0.0268The board of NetLink NBN Trust ( SGX:CJLU ) has announced that it will pay a dividend on the 11th of June, with...
分析記事 • May 18Earnings Miss: NetLink NBN Trust Missed EPS By 6.7% And Analysts Are Revising Their ForecastsLast week, you might have seen that NetLink NBN Trust ( SGX:CJLU ) released its full-year result to the market. The...
Declared Dividend • May 17Final dividend increased to S$0.027Dividend of S$0.027 is 1.1% higher than last year. Ex-date: 28th May 2025 Payment date: 11th June 2025 Dividend yield will be 5.9%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (225% earnings payout ratio) nor is it covered by cash flows (182% cash payout ratio). The dividend has increased by an average of 2.1% per year over the past 7 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 150% to bring the payout ratio under control. EPS is expected to grow by 16% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • May 16Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: S$0.024 (down from S$0.026 in FY 2024). Revenue: S$415.1m (flat on FY 2024). Net income: S$95.4m (down 7.6% from FY 2024). Profit margin: 23% (down from 25% in FY 2024). Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) also missed analyst estimates by 6.7%. Revenue is forecast to grow 2.0% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 3% per year.
お知らせ • May 06NetLink NBN Trust to Report Fiscal Year 2025 Results on May 15, 2025NetLink NBN Trust announced that they will report fiscal year 2025 results After-Market on May 15, 2025
分析記事 • Apr 09Is There An Opportunity With NetLink NBN Trust's (SGX:CJLU) 47% Undervaluation?Key Insights The projected fair value for NetLink NBN Trust is S$1.64 based on 2 Stage Free Cash Flow to Equity Current...
Reported Earnings • Feb 12Third quarter 2025 earnings releasedThird quarter 2025 results: EPS: S$0.007. Revenue: S$101.1m (down 1.3% from 3Q 2024). Net income: S$25.6m (down 20% from 3Q 2024). Profit margin: 25% (down from 31% in 3Q 2024). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Telecom industry in Asia.
お知らせ • Feb 10NetLink NBN Management Pte. Ltd. Announces Appointment of Phyllis Yan Li Fang as Company Secretary, Effective February 11, 2025NetLink NBN Management Pte. Ltd., as trustee-manager of NetLink NBN Trust, announced that Ms. Phyllis Yan Li Fang will be appointed as the Secretary of the Trustee-Manager in place of Mr. Albert Lim Aik Seng who will resign as the Secretary of the Trustee- Manager with effect from February 11, 2025. Following the above mentioned, the Company Secretaries of the Trustee-Manager will be Ms. Phyllis Yan Li Fang and Ms. Eunice Hooi Lai Fann.
お知らせ • Jan 27NetLink NBN Trust to Report Q3, 2025 Results on Feb 10, 2025NetLink NBN Trust announced that they will report Q3, 2025 results After-Market on Feb 10, 2025
分析記事 • Jan 13We Like These Underlying Return On Capital Trends At NetLink NBN Trust (SGX:CJLU)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Nov 11NetLink NBN Trust (SGX:CJLU) Shares Could Be 48% Below Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, NetLink NBN Trust fair value estimate is S$1.72 Current share...
Declared Dividend • Nov 06First half dividend increased to S$0.027Dividend of S$0.027 is 1.1% higher than last year. Ex-date: 15th November 2024 Payment date: 29th November 2024 Dividend yield will be 5.9%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (209% earnings payout ratio) nor is it covered by cash flows (141% cash payout ratio). The dividend has increased by an average of 2.3% per year over the past 6 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 132% to bring the payout ratio under control. EPS is expected to grow by 20% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • Oct 21NetLink NBN Trust to Report First Half, 2025 Results on Nov 04, 2024NetLink NBN Trust announced that they will report first half, 2025 results on Nov 04, 2024
分析記事 • Sep 05We Like These Underlying Return On Capital Trends At NetLink NBN Trust (SGX:CJLU)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
お知らせ • Jul 20NetLink NBN Trust to Report Q1, 2025 Results on Aug 02, 2024NetLink NBN Trust announced that they will report Q1, 2025 results After-Market on Aug 02, 2024
お知らせ • Jun 28NetLink NBN Trust, Annual General Meeting, Jul 23, 2024NetLink NBN Trust, Annual General Meeting, Jul 23, 2024, at 14:00 Singapore Standard Time. Location: stephen riady auditorium, ntuc centre, no. 1 marina boulevard, level 7, one marina boulevard, singapore 018989, Singapore
Reported Earnings • May 18Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: S$0.026 (down from S$0.028 in FY 2023). Revenue: S$420.5m (up 3.8% from FY 2023). Net income: S$103.2m (down 5.5% from FY 2023). Profit margin: 25% (down from 27% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.2%. Revenue is forecast to stay flat during the next 3 years compared to a 3.8% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • May 03NetLink NBN Trust to Report Fiscal Year 2024 Results on May 16, 2024NetLink NBN Trust announced that they will report fiscal year 2024 results After-Market on May 16, 2024
Recent Insider Transactions • Feb 17Key Executive recently bought S$845k worth of stockOn the 16th of February, Yew Tong bought around 100k shares on-market at roughly S$8.45 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Yew has been a buyer over the last 12 months, purchasing a net total of S$929k worth in shares.
Reported Earnings • Feb 09Third quarter 2024 earnings released: EPS: S$0.008 (vs S$0.007 in 3Q 2023)Third quarter 2024 results: EPS: S$0.008 (up from S$0.007 in 3Q 2023). Revenue: S$102.5m (flat on 3Q 2023). Net income: S$32.2m (up 18% from 3Q 2023). Profit margin: 31% (up from 27% in 3Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 4.1% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Jan 24NetLink NBN Trust to Report Q3, 2024 Results on Feb 06, 2024NetLink NBN Trust announced that they will report Q3, 2024 results at 5:00 PM, Singapore Standard Time on Feb 06, 2024
Board Change • Dec 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Non-Executive & Non-Independent Director of NetLink NBN Management Pte. Ltd. - Trustee Manager Kung Yang Quah was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Nov 29NetLink NBN Trust (SGX:CJLU) Is Looking To Continue Growing Its Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
分析記事 • Nov 12NetLink NBN Trust (SGX:CJLU) Is Increasing Its Dividend To SGD0.0265The board of NetLink NBN Trust ( SGX:CJLU ) has announced that the dividend on 1st of December will be increased to...
Reported Earnings • Nov 04Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: S$106.4m (up 4.2% from 2Q 2023). Net income: S$24.7m (down 8.4% from 2Q 2023). Profit margin: 23% (down from 26% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.2% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Nov 04+ 2 more updatesNetLink NBN Management Pte. Ltd. Announces Management Appointments, Effective 1 December 2023The Board of Directors of NetLink NBN Management Pte. Ltd., as trustee-manager of NetLink NBN Trust (the Trustee-Manager) announced the following appointments with effect from 1 December 2023: The appointment of Ms Wong Swee Ping, Shirley as Independent Non-Executive Director of the Trustee-Manager and as a member of the Audit Committee. The appointment of Ms Tee Siew Hong, Joyce as Independent Non-Executive Director of the Trustee-Manager and as a member of the Nominating Committee (NC). The composition of the Board, the AC and the NC will be as follows: Board: Mr. Chaly Mah Chee Kheong (Independent Non-Executive Chairman); Ms Koh Kah Sek (Independent Non-Executive Director); Ms Ku Xian Hong (Independent Non-Executive Director);; Ms Tee Siew Hong, Joyce (Independent Non-Executive Director); Ms Wong Swee Ping, Shirley (Independent Non-Executive Director); Mr. Yeo Wico (Independent Non-Executive Director); Mr. Quah Kung Yang (Non-Independent Non-Executive Director); Mr. William Woo Siew Wing (Non-Independent Non-Executive Director); and Mr. Tong Yew Heng (Executive Director and Chief Executive Officer). Audit Committee: Ms Koh Kah Sek (Chairman); Ms Wong Swee Ping, Shirley (Member); and Mr. Yeo Wico (Member). Nominating Committee: Mr. Chaly Mah Chee Kheong (Chairman); Ms Tee Siew Hong, Joyce (Member) and Mr. William Woo Siew Wing (Member).
お知らせ • Oct 21NetLink NBN Trust to Report First Half, 2024 Results on Nov 03, 2023NetLink NBN Trust announced that they will report first half, 2024 results on Nov 03, 2023
お知らせ • Oct 10Netlink Nbn Trust Announces Appointment of Mr. Yoong Swie Leong, Nicholas as Chief Operating Officer, Appointment Date Is 16 October 2023Netlink Nbn Trust announced appointment of Mr. Yoong Swie Leong, Nicholas as Chief Operating Officer. The Board of Directors of the Trustee-Manager, having considered the NC's recommendation and Mr. Yoong's credentials and experience, has approved his appointment as Chief Operating Officer. Role ans responsibilities: Executive Mr. Yoong is responsible for overseeing the NetLink NBN Trust Group's business operations, and developing organisational strategies and practices with a view to improving efficiency and productivity. Working experience: Chief Global Business Officer, NR Instant Produce PCL - 1 year Chief Executive Officer, Intraco Limited - 5 years Chief Operating Officer, Taylor's Education Pte Ltd. - 4 years . Other directorships past: Intrawave Pte Ltd. Intraco Trading Pte Ltd. Intraco Foods Pte Ltd. Intraco International Pte Ltd. KA Group Holdings Pte Ltd. KA Building Construction Pte Ltd. KA Fireproofing Pte Ltd. KA Fabric Shutters Pte Ltd. KA Firelite Pte Ltd. KA Vermiculite Spray Sdn Bhd Tat Hong Intraco Pte Ltd. Tat Hong Intraco Heavy Equipment Co Ltd. other directorships present: MUI Properties Berhad. Professional qualifications: 1. Bachelor of Accounting (Hons), University Malaya (MICPA Scholar), 1997-2000 2. MBA, Warwick Business School, University of Warwick (Chevening Scholar), 2001-2002 3. Programme in International Management, The Australian Graduate School of Management (AGSM), joint business school University of Sydney and University of New South Wales, Australia, 2002 4. ACCA (trained in the U.K. firm of Ernst & Young LLP), 2002-2004 5. Master of Studies (International Relations), University of Cambridge (Selwyn College), 2007-2009. Appointment date is 16 October 2023.
Reported Earnings • Aug 18First quarter 2024 earnings releasedFirst quarter 2024 results: EPS: S$0.007. Revenue: S$103.9m (up 6.1% from 1Q 2023). Net income: S$28.2m (up 2.2% from 1Q 2023). Profit margin: 27% (down from 28% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.1% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Aug 04NetLink NBN Trust to Report Q1, 2024 Results on Aug 17, 2023NetLink NBN Trust announced that they will report Q1, 2024 results at 5:00 PM, Singapore Standard Time on Aug 17, 2023
分析記事 • Jul 03Returns At NetLink NBN Trust (SGX:CJLU) Are On The Way UpIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
お知らせ • Jun 23NetLink NBN Trust, Annual General Meeting, Jul 19, 2023NetLink NBN Trust, Annual General Meeting, Jul 19, 2023, at 14:00 Singapore Standard Time. Location: Ballroom at Level 2, Conrad Centennial Singapore, Two Temasek Boulevard, Singapore 038982 Singapore Singapore Agenda: To receive and adopt the Report of the Trustee-Manager, Statement by the Trustee-Manager and the Audited Financial Statements of NetLink NBN Trust for the financial year ended 31 March 2023 together with the Independent Auditor's Report therein; to re-appoint Deloitte & Touche LLP as Auditors of NetLink NBN Trust to hold office until the conclusion of the next Annual General Meeting and to authorise the Directors of the Trustee-Manager to fix their remuneration; and to transact such other business matter.
Buying Opportunity • May 31Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be S$1.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 1.1% per annum. Earnings is also forecast to grow by 2.1% per annum over the same time period.
Upcoming Dividend • May 23Upcoming dividend of S$0.026 per share at 5.8% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 13 June 2023. Payout ratio is a comfortable 2.2% but the company is paying out more than the cash it is generating. Trailing yield: 5.8%. Lower than top quartile of Singaporean dividend payers (6.5%). Higher than average of industry peers (3.9%).
分析記事 • May 21NetLink NBN Trust's (SGX:CJLU) Shareholders Will Receive A Bigger Dividend Than Last YearNetLink NBN Trust ( SGX:CJLU ) will increase its dividend on the 13th of June to SGD0.0262, which is 1.9% higher than...
お知らせ • May 19NetLink NBN Trust Declares Distribution for the Period from 1 October 2022 to 31 March 2023, Payable on 13 June 2023NetLink NBN Trust announced that a distribution in the amount of 2.62 Singapore cents per Unit is declared for the Trust's distribution period from 1 October 2022 to 31 March 2023 and will be paid on 13 June 2023 by NetLink NBN Management Pte. Ltd. (in its capacity as the trustee-manager of the Trust) (the "Trustee-Manager") as a distribution in cash to the Trust's unitholders. Ex-distribution date is 30 May 2023. Record date is 31 May 2023.
Reported Earnings • May 19Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: S$0.028 (up from S$0.023 in FY 2022). Revenue: S$409.3m (up 7.8% from FY 2022). Net income: S$109.3m (up 20% from FY 2022). Profit margin: 27% (up from 24% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 1.3%. Revenue is forecast to stay flat during the next 2 years compared to a 4.0% growth forecast for the Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • May 05NetLink NBN Trust to Report Fiscal Year 2023 Results on May 18, 2023NetLink NBN Trust announced that they will report fiscal year 2023 results at 5:00 PM, Singapore Standard Time on May 18, 2023
分析記事 • Apr 03NetLink NBN Trust (SGX:CJLU) Might Have The Makings Of A Multi-BaggerIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
お知らせ • Feb 14NetLink NBN Trust Announces Change of Company SecretaryNetLink NBN Trust announced that Ms Eunice Hooi Lai Fann will be appointed as the Secretary of the Trustee-Manager in place of Mr. Chester Leong Chang Hong who will resign as the Secretary of the Trustee-Manager with effect from 1 March 2023. Following the abovementioned, the Company Secretaries of the Trustee-Manager will be Mr. Albert Lim Aik Seng and Ms Eunice Hooi Lai Fann.
お知らせ • Jan 31NetLink NBN Trust to Report Q3, 2023 Results on Feb 13, 2023NetLink NBN Trust announced that they will report Q3, 2023 results at 5:00 PM, Singapore Standard Time on Feb 13, 2023
分析記事 • Jan 04NetLink NBN Trust (SGX:CJLU) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Dec 20A Look At The Intrinsic Value Of NetLink NBN Trust (SGX:CJLU)Key Insights NetLink NBN Trust's estimated fair value is S$1.0 based on 2 Stage Free Cash Flow to Equity Current share...
Price Target Changed • Dec 19Price target decreased to S$0.93Down from S$1.02, the current price target is an average from 7 analysts. New target price is 8.0% above last closing price of S$0.86. Stock is down 14% over the past year. The company is forecast to post earnings per share of S$0.027 for next year compared to S$0.023 last year.
Buying Opportunity • Dec 07Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be S$1.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 7.2%. Revenue is forecast to grow by 0.9% in 2 years. Earnings is forecast to decline by 2.3% in the next 2 years.
分析記事 • Dec 05NetLink NBN Trust (SGX:CJLU) Is Experiencing Growth In Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. Non-Independent Non-Executive Director of NetLink NBN Management Pte. Ltd. William Woo was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Nov 08Now 19% undervalued after recent price dropOver the last 90 days, the stock is down 4.2%. The fair value is estimated to be S$1.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 7.2%. Revenue is forecast to grow by 0.9% in 2 years. Earnings is forecast to decline by 2.3% in the next 2 years.
Upcoming Dividend • Nov 08Upcoming dividend of S$0.026 per shareEligible shareholders must have bought the stock before 15 November 2022. Payment date: 30 November 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.8%. Lower than top quartile of Singaporean dividend payers (6.7%). Higher than average of industry peers (4.4%).
Reported Earnings • Nov 03Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: S$103.9m (up 9.7% from 2Q 2022). Net income: S$27.0m (up 76% from 2Q 2022). Profit margin: 26% (up from 16% in 2Q 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 3.6% growth forecast for the Telecom industry in Asia.
お知らせ • Oct 20NetLink NBN Trust to Report Q2, 2023 Results on Nov 02, 2022NetLink NBN Trust announced that they will report Q2, 2023 results at 5:00 PM, Singapore Standard Time on Nov 02, 2022
分析記事 • Sep 26NetLink NBN Trust (SGX:CJLU) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Aug 19First quarter 2023 earnings releasedFirst quarter 2023 results: EPS: S$0.007. Revenue: S$97.9m (up 4.8% from 1Q 2022). Net income: S$27.6m (up 11% from 1Q 2022). Profit margin: 28% (up from 27% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to stay flat compared to a 3.8% growth forecast for the Telecom industry in Singapore. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 2% per year.
お知らせ • Aug 02NetLink NBN Trust to Report Q1, 2023 Results on Aug 15, 2022NetLink NBN Trust announced that they will report Q1, 2023 results After-Market on Aug 15, 2022
お知らせ • Jun 29NetLink NBN Trust Announces Re-Designation of Chye Hoon Pin from Chief Operating Officer to Executive DirectorNetLink NBN Trust announced that Mr. Chye Hoon Pin, an existing executive officer of NetLink NBN Trust, will be re-designated from Chief Operating Officer ("COO") to Executive Director (Projects) with effect from 1 July 2022. As part of succession planning, the Nominating Committee ("NC") of NetLink NBN Management Pte. Ltd. (as Trustee-Manager of NetLink NBN Trust) has reviewed the role and responsibilities of Mr. Chye. In this connection, the NC has recommended his redesignation from COO to Executive Director (Projects). Having considered the NC's recommendation and Mr. Chye's credentials and experience, the Board of NetLink NBN Management Pte. Ltd. (as Trustee-Manager of NetLink NBN Trust) has approved his redesignation from COO to Executive Director (Projects). The responsibilities of the COO will be undertaken by the management team under the leadership of the CEO. Executive Mr. Chye is responsible for overseeing all of NetLink NBN Trust's information technology ("IT") requirements and operations, including developing, planning and implementing strategies for IT projects to meet NetLink NBN Trust's business needs. Mr. Chye Hoon Pin has been the COO of the NetLink NBN Trust Group till 30 June 2022. He has been the COO of OpenNet and NetLink Trust since January 2014. As COO, Mr. Chye was responsible for driving organisational strategies and optimising resources to deliver maximum value to customers and stakeholders. Mr. Chye brings with him almost 40 years of regional experience in network operations and management, information technology and voice services. Prior to joining OpenNet, Mr. Chye was the Vice President of Singtel's IPTV Infrastructure department. During his time at Singtel, he held leadership positions across engineering, fixed voice, mobile, IP networks, broadband, satellite, submarine cables operations, IPTV and broadcast function, amongst others. He also has extensive regional experience and was the CEO of the cellular company Pacific Bangladesh Telecom Limited from 2005 to 2007.
お知らせ • Jun 24NetLink NBN Trust, Annual General Meeting, Jul 20, 2022NetLink NBN Trust, Annual General Meeting, Jul 20, 2022, at 14:00 Singapore Standard Time. Agenda: To receive and adopt the Directors' Statement and the Audited Financial Statements of the Trustee-Manager for the financial year ended 31 March 2022 and the Independent Auditors' Report therein; to consider and approve the payment of Directors' fees of up to SGD 1,076,000 for the financial year ending 31 March 2023, payable quarterly in arrears. (2022: up to SGD 1,076,000); to consider and re-appoint Deloitte & Touche LLP as Auditors of the Trustee-Manager to hold office until the conclusion of the next Annual General Meeting of the Trustee-Manager and to authorise the Directors of the Trustee-Manager to fix their remuneration; to consider and re-elect Mr Yeo Wico who will retire as Director of the Company and who, being eligible, will offer himself for re-election; and to consider the transact any other ordinary business that may be properly transacted at an Annual General Meeting.
分析記事 • Jun 16Are Investors Undervaluing NetLink NBN Trust (SGX:CJLU) By 38%?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of NetLink NBN Trust...
分析記事 • May 20The NetLink NBN Trust (SGX:CJLU) Annual Results Are Out And Analysts Have Published New ForecastsAs you might know, NetLink NBN Trust ( SGX:CJLU ) recently reported its yearly numbers. It looks like the results were...
Reported Earnings • May 20Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: S$0.023 (down from S$0.024 in FY 2021). Revenue: S$379.6m (up 2.5% from FY 2021). Net income: S$91.3m (down 3.7% from FY 2021). Profit margin: 24% (down from 26% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.9%. Over the next year, revenue is forecast to grow 1.7%, compared to a 4.0% growth forecast for the industry in Singapore. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 7% per year.
お知らせ • May 18NetLink NBN Trust Announces Distribution for the Period from 1 October 2021 to 31 March 2022, Payable on 10 June 2022NetLink NBN Trust announced that a distribution in the amount of 2.57 Singapore cents per Unit is declared for the Trust's distribution period from 1 October 2021 to 31 March 2022 (the "Distribution"), and will be paid on 10 June 2022 by NetLink NBN Management Pte. Ltd. (in its capacity as the trustee-manager of the Trust) (the "Trustee-Manager") as a distribution in cash to the Trust's unitholders (the "Unitholders"). Following are the important dates and times which Unitholders should note: Distribution period: 1 October 2021 to 31 March 2022, Distribution amount: 2.57 Singapore cents per Unit, Ex-distribution date and time: 26 May 2022 at 9.00 a.m., Record date and time: 27 May 2022 at 5.00 p.m. and Distribution payment date: 10 June 2022.
分析記事 • May 05Returns On Capital Are Showing Encouraging Signs At NetLink NBN Trust (SGX:CJLU)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. Non-Independent Non-Executive Director of NetLink NBN Management Pte. Ltd. William Woo was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 29NetLink NBN Trust Changes to the Nominating CommitteeThe Board of Directors of NetLink NBN Management Pte. Ltd. as Trustee-M NetLink NBN Trust announced the appointment of Mr. Chaly Kheong as the Chairman of the Nominating Committee in place of Mr. Eric Ang Teik Lim with effect from 1 April 2022. Mr. Eric Ang Teik Lim will remain as a Member of the Nominating Committee. Following the above changes, the composition of the Nominating Committee will be as follows: In Nominating Committee Mr. Chaly Mah Chee Kheong appointed as Chairman. Mr. Eric Ang Teik Lim and Mr. William Woo Siew Wing is appointed as Member.
分析記事 • Feb 07Is NetLink NBN Trust (SGX:CJLU) Trading At A 31% Discount?Today we will run through one way of estimating the intrinsic value of NetLink NBN Trust ( SGX:CJLU ) by taking the...
お知らせ • Jan 30NetLink NBN Trust to Report Q3, 2022 Results on Feb 14, 2022NetLink NBN Trust announced that they will report Q3, 2022 results After-Market on Feb 14, 2022
分析記事 • Jan 10Here's Why NetLink NBN Trust (SGX:CJLU) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Upcoming Dividend • Nov 09Upcoming dividend of S$0.026 per shareEligible shareholders must have bought the stock before 16 November 2021. Payment date: 01 December 2021. Trailing yield: 5.0%. Lower than top quartile of Singaporean dividend payers (5.2%). Higher than average of industry peers (3.7%).
分析記事 • Nov 05NetLink NBN Trust's (SGX:CJLU) Upcoming Dividend Will Be Larger Than Last Year'sNetLink NBN Trust ( SGX:CJLU ) will increase its dividend on the 1st of December to S$0.026, which is 1.2% higher than...
Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. Non-Independent Non-Executive Director of NetLink NBN Management Pte. Ltd. William Woo was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Sep 17The Return Trends At NetLink NBN Trust (SGX:CJLU) Look PromisingThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Reported Earnings • Aug 25First quarter 2022 earnings released: EPS S$0.006The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2022 results: Revenue: S$93.4m (up 4.9% from 1Q 2021). Net income: S$24.8m (up 5.5% from 1Q 2021). Profit margin: 27% (in line with 1Q 2021).
分析記事 • Jun 13Does NetLink NBN Trust (SGX:CJLU) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Jun 01Are Investors Undervaluing NetLink NBN Trust (SGX:CJLU) By 25%?Does the June share price for NetLink NBN Trust ( SGX:CJLU ) reflect what it's really worth? Today, we will estimate...
Upcoming Dividend • May 17Upcoming dividend of S$0.025 per shareEligible shareholders must have bought the stock before 24 May 2021. Payment date: 09 June 2021. Trailing yield: 5.2%. Within top quartile of Singaporean dividend payers (4.9%). Higher than average of industry peers (3.9%).
お知らせ • May 13NetLink NBN Trust Announces Distribution for the Period from October 1, 2020 to March 31, 2021, Payable on June 9, 2021NetLink NBN Trust informed that a distribution in the amount of 2.55 Singapore cents per Unit is declared for the Trust's distribution period from 1 October 2020 to 31 March 2021, and will be paid on 9 June 2021 by NetLink NBN Management Pte. Ltd. (in its capacity as the trustee-manager of the Trust) (the "Trustee-Manager") as a distribution in cash to the Trust's unitholders. Ex-distribution date is 24 May 2021 and Record date is 25 May 2021.
Reported Earnings • May 12Full year 2021 earnings released: EPS S$0.024 (vs S$0.02 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: S$378.4m (up 1.8% from FY 2020). Net income: S$94.8m (up 21% from FY 2020). Profit margin: 25% (up from 21% in FY 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year.
分析記事 • May 02We Like These Underlying Return On Capital Trends At NetLink NBN Trust (SGX:CJLU)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Apr 01Tread With Caution Around NetLink NBN Trust's (SGX:CJLU) 5.3% Dividend YieldCould NetLink NBN Trust ( SGX:CJLU ) be an attractive dividend share to own for the long haul? Investors are often...
分析記事 • Mar 17Does The Market Have A Low Tolerance For NetLink NBN Trust's (SGX:CJLU) Mixed Fundamentals?NetLink NBN Trust (SGX:CJLU) has had a rough three months with its share price down 2.1%. It is possible that the...
Is New 90 Day High Low • Mar 09New 90-day low: S$0.94The company is down 4.0% from its price of S$0.97 on 09 December 2020. The Singaporean market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is S$1.21 per share.
分析記事 • Mar 04Does NetLink NBN Trust (SGX:CJLU) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 • Feb 19Does NetLink NBN Trust's (SGX:CJLU) Statutory Profit Adequately Reflect Its Underlying Profit?Broadly speaking, profitable businesses are less risky than unprofitable ones. Having said that, sometimes statutory...
お知らせ • Feb 11NetLink NBN Trust to Report Q3, 2021 Results on Feb 24, 2021NetLink NBN Trust announced that they will report Q3, 2021 results After-Market on Feb 24, 2021
Is New 90 Day High Low • Feb 09New 90-day low: S$0.95The company is down 3.0% from its price of S$0.97 on 11 November 2020. The Singaporean market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is S$1.21 per share.
