My Career Story – Past, Now & Future

For the past 6 years I have been blogging, I have not really talked about how I transition my career growth from one to the next. It is not because that I had purposefully avoided them, but rather there is no impending urge to think and reflect about how I had transitioned from each stage to the next. I had mentioned several times in my post about how important human capital is in the … [Read more...]

Recent Action – Sabana Reit

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I made my first transaction for 2017 that I've monitored for quite some time. Sabana Reit is probably one of the most hated Reits in the whole universe of S-reits at the moment. And they are rightfully so. Investors who has been with them since the IPO has seen the share price go up to as high as $1.3+ before plunging all the way down to today's post-rights price of around $0.34. I was … [Read more...]

2nd Chance Properties On Issuance of Bonus Warrants

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The management of 2nd Chance Properties announced a proposed bonus issue of free warrants on the basis of One bonus Warrant for every One existing ordinary share to the shareholders. The size of the bonus warrants issued is as much as the paid-up share capital of the company, which is currently at 755,396,152. The enlarged capital would immediately be double of that size should all the proposed … [Read more...]

Sniffing Opportunities in 2017

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The market has only been trading for about 3 days since we enter 2017 and it has been on a strong run upwards. The STI for instance, has increased by about 70 points for the last 3 days and it looks like it will continue to surge higher upwards. They are still reasonably cheap by historical standards and it does looks like valuation will revert back to the mean even when gdp and earnings … [Read more...]

2016 Review & 2017 New Year Resolution‏

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This week is reflection period as we clocked down 2016 to the last day of the year. Personal Objective is always something personal which I look back from time to time to see where the indication of the goal is. They are not exhaustive by any measure but they give a direction to where I wanted to focus during the year. I tried to do this at least once every 6 months to see where the progress … [Read more...]

Recent Action – LMIRT

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This will be a quick update on my latest addition to the portfolio as I tried to allocate some capital from the profits made on Spackman sold this week. I added 80,000 shares of LMIRT at a price of $0.37. My rough calculation tells me that's about 9% yield on the dividend. People who know me knows that I used to work as an employee there so I'd probably not talk too much about the specifics … [Read more...]

2016 XIRR Portfolio Return and Key Takeaways

I always do this every year just to quickly see where I stand beside the benchmark, which in this case is the STI ETF. XIRR is not an exhaustive measure for performance because it depends on many various factors, such as whether it includes cash. Mine did not include cash consideration otherwise it would have been a lot lower. A low XIRR in one particular year also does not mean that you are a … [Read more...]

Recent Action – CDL Hospitality Trust

This should be my last action for the year as I tried to wrap up 2016 and preparing for the new upcoming and exciting year. I accumulated CDL Hospitality Trust for 33,000 shares at a price of $1.31. Together with the existing I have, I now own 40,000 shares of CDLHT. This becomes immediately my top holding going into 2017. I last added CDLHT back in October and you can see my … [Read more...]

Recent Action – M1

An announcement was made yesterday that TPG is the confirmed 4th telco operator in Singapore. It made a winning bid of $105 million for the spectrum on offer and was 3x the preferential reserve price of $35 million. TPG will be allocated 2 x 10MHz in the 900 MHz and 40 MHz in the 2.3GHz spectrum bands, with the new spectrum rights to commence from April 2017 onwards. TPG has a stronghold base … [Read more...]

How Much Am I Making From Online Income in 2016?

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I tracked on this last year for fun and I am going to do the same for this year. Writing has been very helpful in organizing and strengthening my thoughts and I enjoy doing so in the midst of busy schedules. I do get paid daily from writing on this blog and they are mainly derived from Adsense. Nuffnang also contributed a few but not significant. There were also a couple of adhoc sponsored … [Read more...]

Process and Outcome

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This is a general observation from reading the Pareto Principle, named after the economist Vilfredo Pareto. The principle states that 20% of the invested input from the process is responsible for 80% of the outcome. The thing about process and outcome is it follows the general correspondence trend of causes and effects. You have to first have a process which will results in an outcome. The … [Read more...]

Spackman (SEGL) – Presold Distribution Rights To More Than 30 Countries

This is a quick follow-up updates on the recent post I made last week on Spackman (Link Here) where I bought the shares based on a few catalysts play ahead. The Group's upcoming premiere movie "Masters" is one of the catalyst play and the company announced yesterday that they had successfully sold their distribution rights to 31 countries. The movie is expected to premiere in Korea on the … [Read more...]

Dividend Income Updates – Q4 FY2016

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It's the time of the year again where I try to tabulate all the dividend income received in the quarter and see where I stand in terms of passive income cashflow. I am terming it as passive income because it's the closest to passive as I can get. Naturally it means having the management takes good care of the company and then we reap in the rewards as a shareholders of what's left in the … [Read more...]

Recent Action – Spackman Entertainment (SEGL)

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I do these catalysts play once in a while. The last time I did this was with Noel Gifts which went pretty well. The idea is to ride on the catalysts ahead which I think there may be further upside to share price and gain from it. Of course, if it doesn't play out well, then I'd be staring at the dark sky. Pinpoint accuracy in reading their financial statement, studying their recent … [Read more...]

Recent Action – FLT

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Happy Thanksgiving Folks!!! I was busy surfing around for deals in the internet for the kids edition of the fire kindle when I suddenly found a deal in FLT instead. Alright, I'll talk more about the Amazon buy in my next post. I added 20,000 shares in FLT today at a price of 91.5 cents. I bought them earlier on the 15th Nov for 93.5 cents, so I'm just adding my tally to it. I'm just going … [Read more...]

Assigning Each Significance To An Event

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There is a pretty good article which I read this morning and wanted to share. We can relate this to our daily activities, individual agenda and even personal finance. They become so relevant in our daily lives that we have almost always taken it for granted. The below X and Y axis graph will detailed everything in a nutshell. Suzy Welch adopted the 10 / 10 / 10 rule when making decisions … [Read more...]

Reits Get Trumped!!!

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It's just been 4 days since Trump was elected as the new President and he's done what the current term politicians cannot do in 8 years, i.e increase inflation. Trump policies are pro-growth businesses and it is forecast that inflation and interest rates will rise in tandem accordingly. This is probably the main reason why defensive counters like telcos, utilities and reits are getting … [Read more...]