This is an update to my Singapore stock portfolio for End February 2013. For previous months, please see
My Singapore Stock Portfolio End December 2012
My Singapore Stock Portfolio Mid November 2012
My Singapore Stock Portfolio Early September 2012
As stated in the last post, I have been looking less at REITs, but at other stock investments which have strong free cash flow and dividend yields.
Boustead Singapore
It is a very strong infrastructure company with a diverse business portfolio including Geospatial Technology, Industrial Property Design and Waste Water as well as Energy engineering. It has very strong economic moats from having the exclusive license in geo spatial technology for many countries as well as one of only 3 full turnkey industrial real estate solutions players.
It has a reasonable yield at about 9x and attractive dividend yield of above 5% with very low leverage. Other investment merits are high ......