With uncertainty ahead of us due to the Wuhan Virus, I decided to relook at each of the company in my Crazy Portfolio.
I intend to determine the impact of Wuhan Virus on their business. Eventually I will come up with some conclusion on each company on whether I intend to reduce, add or hold my position.
Indication of Impact: No Impact < Min Impact < Partial Impact < Big Impact < Direct Impact

SG Companies

OCBC – Partial Impact due to Wing Hang and general market slowdown. But with Singapore as it’s base, revenue still supported. Consider Adding.

Starhill – Min Impact. Only 1 property in Chengdu with 1 long term strategic client. Consider Adding.

Straco – Direct Impact. All PRC parks closed since 25 Jan till End Feb (?). SG flyer Close since 25 Nov. 3rd Quarter report show flat earnings, FCF still sustainable for current 3.5 cents dividend. 4th quarter should still...