Author: ccloh Strategic Investor Zone

SPH — A No No For Me……….

I seldom blog about stocks that I do not hold be it just purely technical analysis or value/fundamental analysis.  Days ago, a friend of mine contacted me to ask about advise of SPH, to cut loss or continue to hold.  Then again, I also came across people in forums, blogs etc showed eagerness to bargain hunt given the price has fallen so much.  Then I figured out that by blogging down why SPH is a no no investment for me (as an archive) can be served as a good learning lesson (for me) as in the future I could...

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The Push For Smart Nation But………..

On 7th Sep 2017, Razer CEO posted on his facebook page regarding the submission of the e-payment proposal and the execute summary of that can be read from here.  On 25th Aug 2017, I posted on my facebook page to my friends regarding what the e-payment system should be for Singapore to adopt, below is the copy and paste of the exact word I’ve written (sorry no link to my facebook page as I prefer to keep it private) :- on the cashless e-payment system that we are looking into. the proper and best solution or implementation is not...

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Portfolio — Aug 2017

Investment Portfolio 1. Received MapletreeCom Trust dividend of 2.23 cents/share 2. Entitled CapitaR China Trust scrip of cash dividend of 5.36 cents/share 3. Received Genting SP dividend of 1.5 cents/share 4. Received SingPost dividend of 0.5 cents/share 5. Received FrasersCom Trust scrip dividend, increasing holding by 12.20%, reducing Strategic Cost from $0.2116/share to $0.2055/share 6. Received Kep REIT scrip dividend, increasing holding by 8.39%, reducing Strategic Cost from $0.2055/share to $0.2013/share Stock Holding Price* Market Price Unrealized Profit/Loss Dividend Return Non-Strategic CapitaMall Trust $1.155 $2.17 +85.52% +72.22% First REIT $0.6067 $1.33 +118.71% +100.50% Genting SP $0.5314 $1.185 +122.39% +18.82%...

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STI Analysis — 19th Aug 2017

FTSE STI closed 3,251.99 on 18th Aug 2017, up 12.89% YTD.  In the previous analysis (STI Analysis on 12th May 2017), I mentioned that STI was in wave 3 of the up wave started from February 2016 and from the performance of the past few days, STI could be starting on the corrective wave 4 already. In the analysis dated April 2016 (What’s Next For STI ?), an expected termination point for wave 3 according to Elliott Wave analysis is 3,392 and the recent high for STI was on 27th Jul 2017 clocking a close at 3,354.71, a mere...

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Portfolio — Jul 2017

Investment Portfolio 1. Strategically increase Kep Reit holding by 6.19% at $0 cost, reducing Strategic section cost from $0.0323/share to $0.0318/share 2. Received Kep DC Reit dividend of 3.63 cents/share 3. Received First Reit dividend of 2.14 cents/share 4. Entitled Kep Reit scrip or cash dividend of 1.42 cents/share 5. Received Kep Corp dividend of 8 cents/share 6. Received CapitaMall Trust dividend of 2.75 cents/share 7. Received Mapletreelog Trust dividend of 1.887 cents/share 8. Received Frasers Cpt Trust dividend of 3.00 cents/share 9. Entitled FrasersCom Trust scrip or cash dividend of 2.3979 cents/share 10. Received SingPost dividend of 0.5...

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Journey To Retirement Part 2.3 — First REIT

I did it, yes, I did it, the day I’ve been waiting for since 2007.  What ? Dividend collected equals the amount of capital I’ve invested in initially and that is to say it is now mathematically impossible to lose money on this investment ! Well this is not the first stock that I’ve achieved mathematical impossible to lose money status (the other 2 are First Reit with CPFIS in 2015 and Nordic Group in 2017) but unlike the other 2, this one is purely do nothing by just collecting dividend throughout the years.  And what a way to...

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Corporate Result — Jul/Aug 2017

1.  SPH REIT  —  12th Jul 2017 2.  Soilbuild Reit  —  13th Jul 2017 3.  SPH  — 14th Jul 2017 4.  First Reit  —  17th Jul 2017 5.  Kep DC Reit  —  17th Jul 2017 6.  Kep Infra Trust  —  17th Jul 2017 7.  Kep Reit  —  18th Jul 2017 8.  M1  —  18th Jul 2017 9.  Kep T&T  —  19th Jul 2017 10.  Kep Corp  —  20th Jul 2017 11.  Cache  —  21st Jul 2017 12.  MapletreeInd Trust  —  25th Jul 2017 13.  MapletreeCom Trust  —  27th Jul 2017 14.  SGX  —  27th Jul 2017 15.  UOB  — ...

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Portfolio — Jun 2017

Added Incubator Portfolio as it is now tracking more than 1 stocks Investment Portfolio No activities for month of June Stock Holding Price* Market Price Unrealized Profit/Loss Dividend Return Non-Strategic CapitaMall Trust $1.155 $1.975 +68.74% +69.85% First REIT $0.6067 $1.34 +120.36% +96.97% Genting SP $0.5314 $1.085 +103.58% +15.99% KepCorp $7.4156 $6.29 -15.54% +38.98% SIA $12.0697 $10.12 -16.56% +30.28% SingPost $1.0093 $1.33 +31.18% +43.32% MapletreeInd Trust $0.8537 $1.86 +116.51% +56.42% Kep DC Reit $0.9393 $1.29 +36.60% +11.06% Frasers Cpt Trust $1.6314 $2.14 +29.48% +10.49% Unrealized +57.05% +52.41% Strategic Kep REIT — $1.145 114.50 cents/share 14.84 cents/unit FrasersCom Trust — $1.425...

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10 Years As A Passive S-Reits Investor Recap

2017 is a special year for me as couple of milestones (in regard to investing or trading in stock market) have been reached.  One of those is being a decade of passive S-Reits investor.  Prior to 2007, I did invest in S-Reits but mostly on a short to mid term basis in which after getting dividend and seeing some capital gain just sold it off.  However, a personal experience then got me decide to become a real passive S-Reits investor. Then S-Reits were considered defensive stock (as for now whether that still valid I’m not sure) given that the...

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Stock Incubator — Valuetronics Holdings Limited

I have added Valuetronics into my Stock Incubator portfolio.  What’s difference from Nordic Group is I’ve taken the opportunity of its recent bonus issue (1 for 10) and acquired the bonus share.  The parent holding was sold off with a capital gain thereby what I am holding is practically FOC, Valuetronics is one of those better fundamental stocks that in my watch list for the past years.  In fact it was my practicing target some 2 to 3 years ago while its stock price still in the $0.40 to $0.50+ level.  I tested some of my 孙子兵法 concepts on...

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Portfolio — May 2017

1. Received Mapletreelog Trust dividend of 1.86 cents/unit 2. Received Genting SP dividend of 1.50 cents/share 3. Received Kep Reit scrip dividend, increasing holding by 10.99%, reducing Strategic cost from $0.0342/share to $0.0333/share 4. Received FrasersCom Trust scrip dividend, increasing holding by 14.92%, reducing Strategic cost from $0.0333/share to $0.0323/share Stock Holding Price* Market Price Unrealized Profit/Loss Dividend Return Non-Strategic CapitaMall Trust $1.155 $1.990 +70.03% +69.85% First REIT $0.6067 $1.32 +117.07% +96.97% Genting SP $0.5314 $1.18 +121.45% +15.99% KepCorp $7.4156 $6.43 -13.66% +38.98% SIA $12.0697 $10.01 -17.47% +30.28% SingPost $1.0093 $1.265 +24.74% +43.32% MapletreeInd Trust $0.8537 $1.825 +112.41% +56.42%...

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STI Analysis

Last March perhaps I was the few bold enough to state STI is on an uptrend (Has STI Bottom ?) and the subsequent 2 postings (What’s Next For STI ? and STI Expanding Triangle ?) I maintained that analysis.  So, after 1 year and 2 months, with STI closed 3,249.97 on 9th May 2017, my bold analysis was indeed correct.  The reward for my bold and certain degree of confident analysis then was the capital gain I get from Nordic Group (Stock Incubator — Nordic Group, Strategic Objective Achieved and Stock Incubator — Nordic Group) in which I turned...

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Stock Incubator — Nrodic Group, Strategic Objective Achieved

A following up to last month partial divestment of Nordic Group (refer here), with a total capital gain of 207.60%, this indicates that the initial capital I have vested in the stock is back to my pocket again.  As such, the remaining holding is therefore considered mathematically impossible to lose money.  That is risk-free (my definition of risk-free and not those government backed type of bond though). Since 2015 when I adopted 孙子兵法 for my investment (single stock or portfolio of stocks), the aim is to make my investment 攻守自如 (凡战者,以正合,以奇胜).  One of the criteria or requirement to achieve...

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Corporate Result — Apr/May 2017

1.  SPH Reit  —  10th Apr 2017 2.  SPH  —  12th Apr 2017 3.  Soilbuild REIT  —  12th Apr 2017 4.  Kep DC Reit  —  17th Apr 2017 5.  Kep Infra Trust  —  17th Apr 2017 6.  M1  —  17th Apr 2017 7.  Kep T&T  —  18th Apr 2017 8.  Kep Reit  —  19th Apr 2017 9.  Kep Corp  —  20th Apr 2017 10.  SGX  —  20th Apr 2017 11.  Mapletree Ind Trust  —  24th Apr 2017 12.  MapletreeCom Trust  —  25th Apr 2017 13.  Ho Bee Land  —  25th Apr 2017 14.  UOB  —  28th Apr...

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Portfolio — Mar 2017

1. Received FrasersCom Trust scrip dividend, increasing holding by 18.31%, reducing Strategic cost from $0.0368/share to $0.0355/share 2. Received CapitaR China Trust scrip dividend, increasing holding by 29.26%, reducing Strategic cost from $0.0355/share to $0.0342/share Stock Holding Price* Market Price Unrealized Profit/Loss Dividend Return Non-Strategic CapitaMall Trust $1.155 $1.970 +68.31% +67.50% First REIT $0.6067 $1.31 +115.43% +93.44% Genting SP $0.5314 $1.02 +91.35% +13.17% KepCorp $7.4156 $6.94 -6.78% +37.37% SIA $12.0697 $10.07 -16.97% +30.28% SingPost $1.0093 $1.36 +34.15% +43.32% MapletreeInd Trust $0.8537 $1.78 +107.14% +53.05% Kep DC Reit $0.9393 $1.20 +27.02% +11.06% Frasers Cpt Trust $1.6314 $2.11 +27.64% +8.63% Unrealized...

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