Your Best Investment Might Be Lying In Your Refrigerator

Imagine this. You are out of shampoo. You head to the nearby supermarket to get a new one. Bam! The entire aisle is stacked with a variety of brands from top to bottom. You see brands like Head & Shoulders, Pantene, Rejoice and Herbal Essences. So many choices. Or is it just an illusion of choices?What do we mean by that?For starters, all the four brands mentioned above are brands managed by … [Read more...]

Make money from Croesus Retail Trust and no worries?

I said before that if an investment is still doing what we want it to do for us, there is no reason to sell unless we have found a another investment that can do a better job, bearing in mind to compare apples with apples. Reader: Hi AK, noticed you mentioned you would prefer not to accept any privatisation of Croesus. Just curious about the reason?  Supposing they pay a 20 percent premium, … [Read more...]

What Trended At QAF Limited AGM 2016

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QAF Limited conducted its annual general meeting (AGM) at Parkroyal on Pickering on 24 April 2017. Since Heartland Boy has always believed that meeting management would sharpen his investment thesis, he tried his best to avail himself that day. Furthermore, QAF Ltd is a stock that takes up a substantial portion in his investment portfolio. Fortunately, some combination of good fortune allowed … [Read more...]

Book – The Singapore Blue Chips : 3 Key Reasons Why I Snap It From Library

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Today, while casually browsing at the National Library during lunch time, I chanced upon a local book, The Singapore Blue Chips - The Rewards & Risks Of Investing In Singapore's Largest Corporates [2017] (authored by Nandini Vijayaraghavan and Umesh Desai). After flipping through a few pages, I immediately decided to loan it for further reading. Reason? #1 - This is the first financial … [Read more...]

It’s harvest time again

Here comes the time of the year for harvesting dividends. Yay! I wonder if that is why people 'sell in May and go away' other than the summer holiday... Just a refresher on what is ex-dividend date: http://www.investopedia.com/ask/answers/06/exdividenddate.asp Where can you find the ex-dividend date on SG … [Read more...]

History with Croesus Retail Trust and current thoughts.

When I found out that Croesus Retail Trust could be privatised, I had a feeling of deja vu. It wasn't too long ago that something similar happened to Saizen REIT and, because of that, I lost a significant income generator. Now, it seems that I may lose another significant income generator. As I invest primarily for income, this creates a headache for me, especially when it is a relatively … [Read more...]

THIS STOCK COULD GO EITHER NORTH OR SOUTH

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In this post, we are looking at a new stock which makes a debut in terms of mentions on Singapore Stocks Investing blog. This stock is none other than New Silkroutes stock. New Silkroutes has a diversified business portfolio, from the trading of gas oil and fuel oil to big-data analytics solutions and cloud-based services, integration and network security solutions. Since trading at a high of … [Read more...]

7 reasons why Heineken Malaysia should be on your watchlist

A party or celebration is not complete without alcohol – and for many of us, that means beer. When it comes to our favorite beers, I’m sure Heineken, Guinness, and Tiger are not far from the top of the beer drinker’s list. Yet, some of us may not know that all these brands are produced by the same company in Malaysia: Heineken Malaysia Berhad. Heineken Malaysia is the largest alcoholic beverage … [Read more...]

A Quick Glance: Sembcorp Industries

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As we should all have known, the SG market is currently selling at premium prices. However, there will always be gems to be uncovered since different equities move in different directions. I personally find that Sembcorp Industries can possibly be a good call with suffice safety margin. Below is a simple breakdown: 1) Operating Nature: Sembcorp Industries is segmented into four major plays, … [Read more...]

Jardine Strategic Holdings – What really matters in a Stock ($2 to $42 in 10 years)

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again with my lousy analysis…. Comparison will be done with Keppel Corporation (BN4) 1)  IDENTIFICATION OF COMPANIES THAT ARE UNDERVALUED. Price to book ratio : 0.9 (10 % Above fair value) BN4 – not given Price to earning ratio : 8.998 ( Below industry standard – 17.6)   BN4 – 14.456 2)  LEARN ABOUT THEIR NUMBERS Debt To Equity : 21.256% | 75.86% Growth Performance :-5.91% (5 year … [Read more...]

CDLHT – Q1 FY2017 Results & Thoughts

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CDLHT announces its Q1 results this morning which was reasonable well received. NPI and DPU are up 6.4% and 9% respectively as a result of higher contribution from the New Zealand due to higher rental variable component that contributes to the stronger performance. Trading conditions in other parts of the market like Singapore, Japan, UK, Australia and Maldives remain competitive and … [Read more...]

Buy transactions for Apr 2017

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It’s time for the monthly post on our investment purchases for the month of Apr 2017. Automated Investing Maybank Kim Eng Monthly Investment Plan (Maybank KE MIP) Buy 30 units of SPDR STI ETF (ES3 on SGX) at S$3.19 per unit on 10 Apr 2017 Transaction cost of S$1 POSB Invest-Saver Buy 30 units of Nikko AM STI ETF (G3B on SGX) at S$3.24 per unit on 13 Apr 2017 Transaction cost of … [Read more...]

TTI Portfolio Updates – April 2017

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If there’s 1 thing I’d like to have right this instant, this is it: HUGE grass patch just beside the driveway for the kids to run around and for me to do a little kick around too. (There’s a goal post at the side, not seen in the photo) Ah. Simply next to impossible in Singapore. Now, I could really really get used to staying here. This massive complex is 1 house btw. Apple Orchard. … [Read more...]

Happy First Birthday, Poorlearnrich

Happy First Birthday, 穷小子!! There is no birth date for 穷小子 literally of course, but it will be his first anniversary since his first post. Times flies, while still remembering from how much he had learned along the way for the past year. It has been a while since the last post, and just saw that Poorlearnrich is moving towards 50k views. Thanks for all the supports.. ^^ Pardon for no much … [Read more...]

Aoxin Q & M Dental Group – First China Dental Play to List on SGX

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Aoxin Q & M Dental Group Ltd (Aoxin), the first dental services and equipment provider in China, is scheduled to debut on Catalist tomorrow. Aoxin is one of the leading providers of private dental services/dental equipment and supplies in Liaoning Province, Northern China. China’s healthcare expenditure is expected to grow at an average annual rate of 11.8% on the back of rising affluence, … [Read more...]

7 things I learned from BreadTalk’s 2017 AGM

Late last year, BreadTalk made the announcement that the company had won the franchising rights to operate Din Tai Fung in London. It was certainly good news for shareholders as their investment value in BreadTalk appreciated by 40% to $1.40 in less than six months after the news broke. Beforehand, there was a group of Din Tai Fung lovers who set-up a Facebook fan page to petition the … [Read more...]

Company Factsheet of DBS Group Holdings Ltd

DBS Group Holdings Ltd (SGX:D05) is the largest financial institution by asset in the Southeast Asia region. At the end of 2016, the bank has presences in 18 markets globally. It has a total asset base of about S$482 billion. The two key markets of the bank are Singapore and Greater China. The two markets contributed about 66% and 25% respectively of the group income.DBS Group is now a … [Read more...]

你想投资一支能賺取一倍回报的股票吗?

一倍回报的股票 如果你投资一支股票后在3至5年能取得一倍的回报是否属于很有吸引力的投资?我不知道你的答案,但我相信对于那80%在过去10年利用公绩金投资亏损的投资者,我相信答案是肯定的。可能你还不能理解在3到5年取得一倍的回报意味着什么。我将从另一个角度来解释。如果你投入一万元在3年后增长一倍至2万元,这代表你的复合年回报率为25%。如果是5年后增长一倍也有14%的复合年回报率。 接下来将简短的分享一支能在接下来有机会让投资者有在此时买入后在未来的一段时间取得超过一倍的回报的股票。我在上一篇短文”凤凰传媒已跌落谷底你敢贪婪吗?”己经谈过这支股票,如果你有兴趣可以通过以下链接阅读。 凤凰传媒已跌落谷底你敢贪婪吗? 股票投资案例的分享: … [Read more...]

3 Things to Avoid when investing in REITs

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Following our Report Card Series on REITs , we zoom in on the three things that investors should avoid when making investment in any REIT. These three factors can significantly improve returns by avoiding REITs that are not worth our investment. Avoid Choosing REITs based on Dividends It might sound counter intuitive, but investing in REITs shouldn’t be just focusing on the potential … [Read more...]