During the time to time market volatility, we should be reminded that there will always be worries and risks in any companies. Our risks should be mitigated by the margin of safety in terms of our price and from the information we gathered. We serve ourselves much less apologies or regrets if we are able explain why and what we have done what we did. Doing it at the right time is equally crucial.
As mentioned in the previous post, I will run through the five companies currently held and share my research and opinions.
Singapore Telecommunications (Z74)
As a stalwart, Singtel is a slow investment and mainly for those with stable yield appetite who has large capital injections. (I am surely not one of those)
Recently, dividends were announced to be stabilized for the next two years which is good news.
The upcoming competition from TPG shall affect …