Still need a lot of work on my portfolio watchlist, looking to include shares from other developed nations. But all of these are on hold as I'm having some heavy commitments, work is not very friendly now as they are cutting OT and time after work is reduced.
- Buy Starhill Global REIT at 0.685
- Reasons
- PB and Dividend Yield is near 5 year lows (0.74x and 7.2%)
- Generally, the outlook of retail seems to be flat and potentially recovering, dividend yield is decent while waiting
- Buy Singtel at 3.29
- Reasons
- Dividend Yield is 5.3%. FCF is able to support their current dividends unlike Starhub and M1.
- Averaging down despite a bad quarter, however, a smaller contract size than usual as I am quite concentrated in Singtel (~23% before buying)
- Despite potential entry of TPG and the competitions of ...