Author: ccloh Strategic Investor Zone

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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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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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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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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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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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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Stock Incubator — Nordic Group

On 17th Mar 2017, I decided to divest 48.39% stake of my Nordic Group share at $0.32 netting me a capital gain of 207.60%, 19.95% of dividend return (excluding the final dividend of 0.731 cents being announced) and a total gain of 227.45%.  Bought into Nordic Group in 2014 under the Stock Incubator portfolio the divestment will translate into an annualized capital gain of 45.43%, annualized dividend return of 6.22% and annualized total return of 48.50%.  The reason for the partial divestment will be explained as followed. Nordic Group released its 4Q2016 and FY2016 earning result on 23rd Feb...

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Portfolio — Feb 2017

1. Entitled CapitaR China Trust scrip or cash dividend of 4.73 cents/share 2. Received SingPost dividend of 0.50 cents/share 3. Received Kep Reit scrip dividend, increasing holding by 19.15%, reducing Strategic cost from $0.0384/share to $0.0368/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 $1.285 +111.31% +93.44% Genting SP $0.5314 $0.990 +85.71% +13.17% KepCorp $7.4156 $6.81 -8.53% +37.37% SIA $12.0697 $9.95 -17.97% +30.28% SingPost $1.0093 $1.385 +36.63% +43.32% MapletreeInd Trust $0.8537 $1.665 +93.67% +53.05% Kep DC Reit $0.9393 $1.18 +24.90% +11.06% Frasers Cpt Trust $1.6314 $2.00 +20.90% +8.63%...

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Portfolio — Jan 2017

1. Received CapMallA3.8b220112 semi-annual interest payment 2. Strategically increased CapitaR China Trust holding by 14.43% at $0 cost, reducing Strategic cost from $0.0398 cents/share to $0.0391 cents/share 3. Strategically increased MapletreeCom Trust holding by 6.47% at $0 cost, reducing Strategic cost from $0.0391 cents/share to $0.0384 cents/share 4. CapMallA3.8b220112 was redeemed and received all initial capital resulting in the investment capital return of 0% and interest return of 20.94%, annualized return of 3.87%.  Free cash section as a result raise from 31.89% to 35.64% 5. Strategically increased First Reit holding by 0.39% at $0 cost, reducing holding price from...

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Recap 2016 & Looking Ahead 2017

Global markets were on a roller coaster ride in 2016 starting in really bad shape with market crash shouting all over the places but ending 2016 with a bang (for most markets in particular US).  FTSE STI however was flat for the year despite all the roller coaster ride and great volatility, ending with a dip of 0.068%. Recap Global markets suffered major sell off in January 2016 due to fear that China currency, the renminbi could be devalued further and FTSE STI fell below 2,600 before bottoming in February.  On the road to recovery, ECB provided further support...

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Journey To Retirement Part 10.1 — CapMallsAsia Bond

As of 12th Jan 2017, CapMallsAsia has finally redeemed all its outstanding bond, CapMallA3.8%b220112 and that signaled the end of my investment in it.  For the 5 years period of investment, capital return is 0%, typical characteristic of bond when redeem at par value and interest return was 20.94%, annualized to be 3.87%. I was not a strong believer of bond investment despite the fact that it is so-called risk free (presumably referring to Government bond) so in 2012 decided to test out on bond investment.  CapMallsAsia was the one I chosen then given that its 3.8% interest payment...

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