If you notice, the portfolio is exactly the same as my previous month. So why do I post? One is to update readers who may have missed the previous post. Another more important reason is to highlight a question made by one of our readers, Raymond.
His question was
“Since, you have divested SPH and SMRT, would you consider to divest SingPost too ?
I have read Investment Moats that SingPost is expanding to logistics and there was change of Management Team, expect that the dividend may be reduced and earning from the core business could be reducing.
Do you foresee or base on your experienced analysis, SingPost could ......This is an update to my Singapore Stock Portfolio for the Month end of April 2012. For previous months, please see
My Singapore Stock Portfolio End March 2012
My Singapore Stock Portfolio End February 2012
My Singapore Stock Portfolio End January 2012
If you notice, the portfolio is exactly the same as my previous month. So why do I post? One is to update readers who may have missed the previous post. Another more important reason is to highlight a question made by one of our readers, Raymond.
His question was
“Since, you have divested SPH and SMRT, would you consider to divest SingPost too ?
I have read Investment Moats that SingPost is expanding to logistics and there was change of Management Team, expect that the dividend may be reduced and earning from the core business could be reducing.
Do you foresee or base on your experienced analysis, SingPost could ......
If you notice, the portfolio is exactly the same as my previous month. So why do I post? One is to update readers who may have missed the previous post. Another more important reason is to highlight a question made by one of our readers, Raymond.
His question was
“Since, you have divested SPH and SMRT, would you consider to divest SingPost too ?
I have read Investment Moats that SingPost is expanding to logistics and there was change of Management Team, expect that the dividend may be reduced and earning from the core business could be reducing.
Do you foresee or base on your experienced analysis, SingPost could ......
