Author: Invest For Yourself

High 10 with CRCT & Starhill Global

It is great to see STI rebounding today after a few days of gloomy mood. I am also happy to know of CRCT and Starhill Global quarter results yesterday. Although CRCT did not distribute dividends (as expected), I am very pleased that its operational performance has been good and it should support a 7.7% yield (@ a share price of $1.36). A picture beats a thousand words, so, I have extracted the operational performance slide from CRCT presentation. See for yourself 🙂 If CRCT weakens further, I will accumulate more. I am currently quite exposed already so the safety...

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Capitaland Retail China 7.7% Yield is Attractive

Dividend yield of Capitaland Retail China Trust (CRCT) is currently 7.7%, based on last 12 months trailing dividend distribution. I find this highly attractive as it is even higher than the 5.9% – 7.6% yield range that it has historically traded at. CRCT’s share price closed at $1.36 on Friday. We have to go back to 2016 to find the last time CRCT share price was at this level. If we look at the price trend of CRCT in recent years (i.e. 2014 onwards), the current price level seems to be the support and it doesn’t go down much...

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A painful week thankfully softened by the reliable dividends from the S-Reits’ Old Guards

It is another painful week for equity investors all around the world. For local investors, we witnessed the STI going below the 3000 points psychological support to close the week at 2972 points, 3% down from the previous week. This mirrored the S&P 500 index, which dropped 4%. What was scarier to me was the volatility in the markets in the last two weeks.  Higher volatility means higher risk because the valuation of our assets can reduce drastically overnight without warning. I could imagine that it will take a lot more courage for any new investors to even parting...

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An “Ok” dividend week, the real show is this week (and starring MapleTree)

Out of the 6 companies on my watchlist that declared dividends last week, 3 met my expectations and 3 didn’t. Hence, I called it an “Ok” dividend week. Amongst them, SGX was the bright spot, springing a surprise by raising its first quarter dividend from 5 cents to 7.5 cents. I am just wondering what SGX objective is. While I am hoping that this is a signal that SGX will raise its dividend distribution, my practical mind tells me that it is probably not. Their 30 cents dividend for last year was the highest that it has ever declared. So, it...

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Oops, Keppel Reit and SPH disappoint …

What a letdown ???? Both Keppel Reit and SPH disappoint in their dividend announcements. Keppel Reit just declared DPU of 1.36 cents for this quarter. This is lower than the DPU last quarter (1.42 cents) and also the same quarter a year ago (1.40 cents). Furthermore, I find it interesting that Keppel Reit spent ~ $6 Mln cash to purchase back 5.3 million issued units and then cancel them all in this quarter. As this company is a Reit, I cannot understand their rationale for doing so. I am thinking that it might be better for them to distribute...

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The Keppel showtime

The attention for this week’s earning reporting will be on the Keppel group of companies. However, as it is the 3rd quarter of their FY, only Keppel Reit is expected to declare dividend. My expectation for this quarter dividend from Keppel Reit is 1.42 cents/share, similar to Q1 and Q2. The annualised yield based on $1.12 per share will be 5.0%. Well, it is still something for me to look forward to. Although the rest are not declaring dividend, I am still interested to hear about the news/results from Keppel Corp and Keppel DC Reit. Keppel Corp => I am...

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SPH Reit’s Dividend, the only silver lining in a bloody dayq

What a bloody day at the local and regional markets! Everything seems to be in the red though we saw some rebound close to end of the day. So, what did you do on this bloodshed day? I sold and bought …. LOL. Sold my M1 and bought DBS when it dropped 3%. Been eyeing it for a while and finally going for the kill today. I am betting that DBS will keep its promise on the amount of dividend that they said that they will distribute going forward. Finger crossed! The only silver lining is SPH Reit, always...

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SPH Reit – First to Go

The Q4 earnings season reporting and dividend distribution will kick off tomorrow with SPH Reit taking the lead. I don’t expect any surprise. The loss of income support to Clementi Mall may have some impact but it should be cushioned by the new earning stream from Railway Mall. Paragon should be ok. I expect the DPU to be 1.3 cents / share. With every SPH Reit results announcement, the anticipation is always on whether SPH will offload Seletar Mall to SPH Reit. The latter has low gearing and can easily purchase it via debt if it wants. I got...

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Q4 Results & Div for My Watchlist

I am always excited by the first month of a new quarter. It is the time when companies announce their quarterly results and more importantly, to income investors like me, they declare the dividends. And once the dividend goes XD a few days (or sometimes weeks) later, money will come into my bank automatically. What can be better than this … this is really what people call passive income. Just sit back, chill and collect income. In helping me to track the announcement and expected dividends from the stocks in my watchlist, I will create a table outlining the...

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Are Thai Bev, KeppelCorp, Perennial, SIA Engin & CDLH Trust undervalue?

According to DBS Treasures, they are the top 5 most undervalued stocks in my watchlist. From time to time, I would pay a visit to the “Asian Insights” section of the DBS Treasures to get a glimpse of their insights and analysis on the companies on my watchlist. Although I don’t subscribe to their views 100%, it is still a valuable source of information. I am sure the DBS researchers put in more brain power, more time and read more reports than I do before coming forward with their views. It is a useful first step to begin forming...

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CapitaRetailChina, my latest target!

Capitaland Retail China (CRC) at the current price is now my latest target. This conclusion is based on my evaluation of the current yields of selected Reits relative to the last 3-5 years historical yield performance. See chart below. In my “similar” post last month, I mentioned I was attracted to Starhill Global Reit (SGR) at 66.5 cents but watching CRC and SPH Reit. Since then, the share price of SGR has risen to 69.5 cents now. Its relative position has dropped to 58% of the yield spectrum compared to 70+% last month. See chart. I am less interested to accumulate...

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Lost 40% just a few months after starting investing

I received this from a reader recently: Reader: I want to give up investing already. It is so difficult. I started a few months ago and I have already lost 40% of my original capital by investing in equities. Don’t you feel insecure when you invest in equities? How do you “stay calm and collect dividend” when the market is fluctuating every day? Warrior: Wow, what did you invest in? The markets that we have access to from Singapore did not crash 40% lately. Even with the issues that Turkey is facing, its stock market declined 25% (not 40%)...

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Uncover my Index Portfolio (Q2’18)

There have been a few requests from readers to reveal the details of my index portfolio following my previous blog around the performance of my index portfolio that outperforms my growth and income portfolios combined. As mentioned previously, compared to end Q1, I made a one time purchases of Gold ETF and Lion Philip S Reit ETF in June while I continue to accumulate ABF SG Bond Index Fund and SPDR or Nikko AM ST ETF monthly. Despite loading up more Reit ETF, the expected dividend yield from this portfolio is still 3% because I had also increased exposure...

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SG : A Great place for Dividend Seekers

If you are a Singapore resident and hoping to rely on dividends as a main form of your passive income, you don’t have to look overseas, our Singapore market is a great place to help you do so. Finding that difficult to believe … just read the following: STI ETF Don’t know how to choose stock, then just buy STI ETF off the market. What is its dividend yield? 3.5% this year and 3.0% historically. Not bad, isn’t it? esp if it can be sustained year after year …. it sure beats the fixed deposit. Yes, stock prices goes...

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My Index Portfolio outperforms Growth & Income combined

First, let me welcome 16 new subscribers in the last one month. With your support, the total number of subscribes have breached the 100 marks. Thank you very much. It has been a long while since I blogged about index portfolio. This article is to share my investment approaches via growth, income and index portfolio. In earlier blog (5% Yield, I did it!), it was just on growth and income. Recap: it was 5% dividend yield but negative 6% loss in capital value (exclude dividend). This is a separate portfolio that I have last year to hold all my...

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