Tuesday, October 27, 2015

EZRA: Targeting to resume paying dividends!

EZRA: Targeting to resume paying dividends!: "At its results briefing, Ezra’s management surprised us by highlighting its target to return to paying dividends. Maintain TRADING BUY, with a SOP-based SGD0.33 TP (from SGD0.36, 154% upside).

After selling half the subsea business, its balance sheet is indeed looking healthier and the company should return to positive FCF this year. The USD67m tranche of debt to be refinanced by Mar 2016 is not large enough to warrant solvency concerns."



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