All except Parkson Retail have reported Q3 earnings.
Quite a bit of changes.
Divested Golden agri, YZJ. YZJ has yield an return of 30% of capital and Golden Agri flat. I wanted a purer dividend play portfolio and golden agri didn't fit. I am glad I sold earlier.
Added:
China Merchant Pacific Holdings
Singapore Shipping
Venture
Parkson Asia Retail
All counters has a yield of at least 4%
Outlook:
Lee metals has 2 quarters of poor core earnings. It is fine with me. When I invested, I am ready for 2 cents dividends which I think is sustainable. 2014 has earnings boasted by AustVille, I believed, whole year dividends will match that of last year.
Venture has recover as expected, if trend continues, 50 cents dividends should be sustainable and also payout for FY 2014
APTT did very well after the tax settlement. I believed I overkilled in my earlier ......