STI has been almighty this year. And i start reviewing my portfolio for more stringent safety.
The changes are on my personal trades and those that I can remember offhand. Please DYODD.
HYFLUX 6% PCS
With the run-up this year on this Pref shares and the profit guidance just announced, I decided to clear my little holding I have for 10% returns this year. Net for this counter is slightly negative. The catalyst possibly the sale of Singapore Plant but I decided not to wait.NetLink NBN Tr
I have expanded my holding in this counter. My take is that annualized yield is reasonable and good cash flow (FCF) should be good for coming quarters. The ducts have long service life and cables probably good for long term. Therefore the depreciation of asset is more for accounting and no impact to FCF. The risk of technology is there but I think …