Name |
Price |
Yield |
PE |
Industry |
UOB |
23.10 |
3.2% |
11.7 |
Banking and Finance |
OCBC |
10.59 |
3.4% |
11.5 |
Banking and Finance |
ARA |
1.62 |
3.1% |
15.7 |
Property Management |
|
|
|
|
|
M1 |
3.85 |
4.9% |
20.4 |
Telecommunications |
Starhub |
4.24 |
4.7% |
20.2 |
Telecommunications |
|
|
|
|
|
Keppel Corp |
9.05 |
5.3% |
8.8 |
Marine/Property/Infrastructure |
ST Engineering |
3.52 |
4.3% |
20.6 |
Land/Marine/Aerospace/Electronics |
Semb Corp Industries |
4.34 |
3.7% |
9.8 |
Marine/Utilities |
|
|
|
|
|
|
|
Portfolio Yield |
Portfolio PE |
|
|
|
3.8% |
13.0 |
|
I spoke about
keppel corp in january, after they announced a great set of full year results. The stock price was really depressed due to all the worries of the oil bear. Valuations were really cheap and I couldn't resist making a bet. KC has since had a good ride up and I took this opportunity to lock in a 10% profit for half ......