Author: ccloh Strategic Investor Zone

Portfolio — Jun 2016

1. Received MapletreeCom Trust scrip dividend thereby increasing holding by 9.79%2. Received Mapletreelog Trust scrip dividend thereby increasing holding by 44.66%3. Strategically increased holding of MapletreeCom Trust by 8.03% at $0 cost4. Strategically increased holding of Frassers Cpt Trust by 11.11% at $0 cost thereby reducing holding price from $1.80 to $1.63145. Entitled CapMallA3.8%b220112 interest payment of 1.9% Stock Holding Price* Market Price Unrealized Profit/Loss Dividend Return Non-Strategic CapitaMall Trust $1.155 $2.13 +82.07% +60.28% First REIT $0.6114 $1.25 +103.95% +82.99% Genting SP $0.5314 $0.725 +35.86% +10.35% KepCorp $7.4156 $5.50 -26.19% +36.29% SIA $12.0697 $10.66 -12.09% +26.63% SingPost $1.0093 $1.47...

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Journey To Retirement Part 1.2 — Genting SP

2016 is the 10th year that I have vested in Genting SP share.  Bought into it in April 2006 after knowing that Singapore was going to build 2 IRs then and Genting SP was one of the company going to bid for one of the IR.  This will be the 2nd longest stock I have ever hold in investment with SingTel being the longest after holding for 14 years from start of IPO in 1993 to 2007. I was pretty confident that Genting SP will be involved in one of the IRs back in 2006 after the Government decision...

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STI Expanding Triangle ?

With FTSE STI 2,800 level broken today, this has invalidated the Elliott Wave 3 previously described (What’s Next For STI ?).  However, the uptrend since the rebounding at 2,540 still yet to be invalidated.  As such, technically, STI still on the uptrend.  With wave 3 invalidated, current STI will have to reconsider as wave 2.  These wave 2 is not the typical 3-pattern (A,B,C) type but on a possible Expanding Triangle pattern. Theoretically, this is how an Expanding Triangle looks like with a 5-nodes of A,B,C,D,E then resume the previous trend. Looking at STI chart after today, 4th May...

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Portfolio — Apr 2016

1. Change Strategic section Unrealized to represent a percentage of the total cost of Non-Strategic section 2. Strategically increased holding of First REIT at $0 cost by 0.794%, reducing holding price from $0.6163 to $0.6114 3. Strategically increased holding of MapletreeCom Trust at $0 cost by 10.71%, reducing total cost for Strategic section from $0.0979/share to $0.0951/share 4. Entitled Kep Reit dividend of 1.68 cents/share or scrip 5. Received CapitaMall Trust dividend of 2.73 cents/share 6. Received First REIT dividend of 2.11 cents/share 7. Received KepCorp dividend of 22 cents/share 8. Entitled FrasersCom Trust dividend of 2.4526 cents/share or...

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What’s Next For STI ?

A follow up to the previous post of “Has STI Bottom ?”, it should be confirmed that Elliott Wave 3 already started after STI broke the 2906 level last week. The Wave 2 retracement which was expected to hit between 2,680 to 2,770 didn’t materialize as STI only pulled back to a level around the 2,800 level.  That doesn’t mean it is invalid in Elliott Wave as the theoretical retracement level is just a guideline (which may or may not follow) rather than a rule.  The breaking above 2,906 last week also ascertained the completion of Wave 2 and...

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Portfolio — Mar 2016

1. Change name of “Cashless/Strategic” to “Strategic” so that investment only has 2 categories – “Non-Strategic” and “Strategic” 2. Added “Unrealized” Gain/Loss for “Non-Strategic” section 3. Added “Unrealized” Gain for “Strategic” section 4. Strategically increased First REIT holding by 0.40% at $0 cost, reducing holding price from $0.6188 to $0.6163 5. Received MapletreeInd Trust scrip dividend, increasing holding by 5.17%, reducing holding price from $0.8978 to $0.8537 6. Received MapletreeCom Trust scrip dividend, increasing holding by 16.60% 7. Received CapitaR China Trust scrip dividend, increasing holding by 150% 8. Holding price of Strategic section reduced from $0.1125/share to $0.0979/share...

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FinTech & Investing — Been There, Done That, Move On !!!

FinTech, a hot topics for finance sector at the moment.  What’s exactly is FinTech ?  According to Wikipedia, FinTech stands for Financial Technology, is an economic industry composed of companies that use technology to make financial services more efficient.  When comes to investing in stock market, the term robo-advisers tells all about FinTech. Well, FinTech is not new to me as back in 2013 I already started to develop apps to assist me in investing without actually knowing that is called FinTech (or robo-advisers).  I just did that as I wanted something at that time but couldn’t find in the...

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Has STI Bottom ?

As a follow up to the previous post, How Low Can STI Go ? and with FTSE STI closed at 2,837 on 4th Mar 2016, some interesting event has triggered. Recap of the previous projection based on Elliott Wave, STI was in wave C sub-wave 3 with sub-wave 4 and 5 to go before eventually hitting the bottom.  However, referring to the chart below, there is a violation in the Elliott Wave count. As FTSE STI rose to 2,837 in presuming wave C sub-wave 4, it has overlapped wave C sub-wave 1 (shown in the yellow region).  This has...

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Portfolio — Feb 2015

1. Strategically increased holding of MapletreeCom Trust by 14.27% at $0 cost 2. Entitled MapletreeCom Trust dividend of 2.08 cents/share or scrip 3. Strategically increased holding of MapletreeInd Trust by 2.20%, reducing holding price from $0.9176 to $0.8979 4. Received SingPost dividend of 1.5 cents/share 5. Added CapitaR China Trust at $0 to the Cashless/Strategic section 6. Entitled CapitaR China Trust dividend of 5.23 cents/share or scrip 7. Received Kep REIT scrip dividend, increasing holding by 24.45% 8. Received FrasersCom Trust scrip dividend, increasing holding by 28.14% 9. Received Mapletreelog Trust scrip dividend, increasing holding by 67.48% 10. Holding...

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Nordic Group — A Potential Gem ?

Chanced to come across this stock, Nordic Group, was in 2012 when one of my ex-client, an auntie, asked me for advise about this stock after hearing that the fundamental was good.  A very quiet and thinly traded stock which I have little knowledge about, have no choice but to read through its fundamental as it was my obligation then to provide advice to my ex-clients.  Interestingly, the company was having net profit recovery from FY2011 when it hit the bottom due to the 2008 GFC.  Since then, this stock has been kept in my mind to lookout for...

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Journey To Retirement Part 17 — CapitaR China Trust

Added CapitaR China Trust to the Cashless/Strategic section in my investment portfolio.  This is to replace Cambridge Industrial Trust that was divested last month. CapitaR China Trust was chosen as it is a retail Reit in China.  Retail Reit to me is termed as defensive (just rank behind health care).  While the like of CapitaMall Trust and Frasers Centrepoint Trust can be considered as a “lifestyle” in Singapore due to their suburban malls exposure, those of CapitaR China Trust might not be (China and Singapore should have different lifestyle).  However, China with a population of over 1 billion (vs...

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Portfolio — Jan 2016

1. Strategically increased holding of MapletreeCom Trust by 39.92% at $0 cost 2. Fully recover the capital loss on SembMar divestment, resulting in a slight gain of 2.06% instead 3. Added new investment Frasers Cpt Trust at $1.80 4. Received CapMallA3.8%b220112 interest payment of 1.90% 5. Sold Cambridge Industrial Trust at $0.5256, proceed used to reduce capital cost for Cashless/Strategic section reducing from 1.21% to 0.54% 6. Strategically increased holding of Kep DC Reit by 6.67% at $0 cost, reducing holding price from $0.93 to $0.8719 7. Received Kep DC Reit dividend of 3.28 cents/share 8. Entitled Kep REIT...

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How Low Can STI Go ?

I’m not going to pinpoint exactly where STI will bottom for the current crisis but rather narrow down all the possibilities so that it will be easier to strategize. In order to do that will have to rely on Technical Analysis (TA).  Normally, as a long term fundamental investor using TA doesn’t make any sense but when it comes to the big trend, TA cannot be totally ignored.  This is so because I could adjust my portfolio to cushion for the big crash (detecting possible peak of the bull market) and conduct appropriate financial planning for bargain hunting in...

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Wake Up to Nightmare After SG50 ?

Never have I expected to write an analysis so fast after my annual analysis (Recap 2015 & Looking Ahead 2016) some less than 2 weeks ago. FTSE STI closed 2,882.73 in 2015 and as of today (20th Jan 2016), STI closed 2,559.77, a drop of 322.96 points or 11.20% for that 13 trading days or at a rate of 24.84 points/day or 0.86%/day.  There is a sense of a 2008 deja vu. From my perspective, STI 2,700 level is a statistical reference point as to whether Singapore economy will or will not enter technical recession.  For whole of 2015,...

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Journey To Retirement Part 3.3 — Cambridge Industrial Trust

A year after the divestment and reinvestment of Cambridge Industrial Trust, I finally decided to divest all of that for good at $0.5256 Since the reinvestment last January under the Cashless/Strategic plan, the quantity accumulated is like 5% of the intended target.  In addition, there was no (or very low) capital involved, the sale proceed will be used to reduce the current 1.21% capital being incurred among the 5 stocks (Cambridge Industrial Trust, FrasersCom Trust, MapletreeCom Trust and Mapletreelog Trust).  With that, the capital cost of the Cashless/Strategic section has been reduced to 0.54% or equivalent of $0.204/share for...

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