Top 7 Things You Need To Know About Singapore Exchange

If you are interested in the Singapore stock market, then you have to invest via the Singapore Exchange Limited (SGX: S68), or more commonly known as SGX. SGX, which is listed in Singapore and is part of the 30 companies that make up the Straits Times Index (STI). The exchange is the largest in Southeast Asia and houses more than 700 companies. It is the only stock exchange in Singapore. This … [Read more...]

NOBLE GROUP: TOM K’s STORY FINALLY REVEALED

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Looking at the current Noble Group stock performance, I could not feel a little pity for this once-great company and a little bit nostalgia for the stock. Noble Group was the first stock I bought years ago when I started my first foray into the Singapore Stocks markets. When I bought Noble Group stock then, it was after some time of analysis using just plain excel spreadsheet and my humble manual … [Read more...]

Cogent Holdings – Growth Story Continues

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Cogent Holdings is another firm that I had not written about for 2 consecutive earnings release. Given that the investment thesis was largely built on growth, it is high time to monitor their growth momentum. Interested investors can find their latest Q1'17 earnings here. Revenue   While growth has continued, top line growth rate has actually declined slightly.   Warehousing, … [Read more...]

Recent Action – Comfortdelgro

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Just wanted to do a quick update on Comfort recent quarter results and also some activities regarding Comfortdelgro in my portfolio. I bought Comfortdelgro back in Feb at an average price of $2.42 and managed to divest the shares on the 9th May at $2.73 for a profits of 13% (inclusive of dividend). I bought back the same shares back on the 15th May after they announced their results at $2.55, … [Read more...]

So What About Singtel? (Z74)

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I had a few lots of Singtel (Z74) in my portfolio a while ago, which I liquidated for a small profit when I wanted to park my money somewhere else. I have a habit of re-examining my past holdings to see if there is good cause for re-investment. I've already pumped some more money into ST Engineering. Now, I have my sights set on Singtel once again. Singtel's share price dipped in December of … [Read more...]

REITs Report Card For 1Q17

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With the 1Q17 quarterly reporting for Singapore-listed REITs more or less done, we resume our REITs report card series. We analysed the quarterly results of REIT sub-sectors and some notable REITs that have either done well or underperformed. Industrial REITs Source: Trading Economics Singapore’s Purchasing Manager Index (PMI) has been recording an expansion for the eighth consecutive … [Read more...]

Would QAF Rise Again?

Kyith: I was contacted by the folks at Investing Note whether I let my readers know about this splendid analysis on QAF.  I obliged since my blog promotes investors who takes things into their own hands and equip themselves with business prospecting skills. This is good for you guys. You may observe that this  analysis is better than what I can put out. QAF just released a somewhat lukewarm set … [Read more...]

#03 – Euro after Election

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Decided to hedge on Euro using the Major Pair (EURUSD) Monthly chart indicates an overall bearish trend, where market is currently trading in key levels. Price has been trading in this range since 2015, trying to find a stronger supply of sellers. Spotted a trend reversal on the Weekly chart, as market broke of from the bearish channel with a bullish price action build up. Market making higher … [Read more...]

7 things we learned from AmanahRaya REIT’s 2017 AGM

AmanahRaya REIT (ARREIT; Bursa: 5127) was established in Oct 2006 and was listed on Bursa Malaysia in Feb 2007. As at 31st Dec 2016, the portfolio of ARREIT comprised 15 properties with a total asset value of RM1.04 billion. The REIT manager is a joint venture between AmanahRaya-REIT Managers and Kenedix Asia.  Kenedix Asia, via its local identity KDA Capital Malaysia, acquired 49% of … [Read more...]

5 Tools To Supercharge Your Investment Process: For A Singapore Investor

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I used to be a car nut. I was such a car nut that I ended up studying automotive engineering for my major in University. In my youth, all I could think about is buying an American muscle car and supercharging it. Of course, that is before I realize how lousy an investment a car was, not to mention the huge road tax and fuel cost associated with a muscle car.That is when I turned from a car nut to … [Read more...]

ONE MULTI-BAGGING INVESTMENT IDEA

Different investors use different investing strategies to profit from the stocks markets. Some look at technical charts, others look at the fundamentals of the stocks of interest to them. There are others who look at drivers, what are the macro drivers driving the stocks. Extrapolated on a longer time scale, the macro drivers are what are known as “mega trends”. A mega trend is a trend that … [Read more...]

Heritage & Highlights of the Straits Times Index

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The STI has generated a 14.5% YTD dividend inclusive return, with Yangzijiang Shipbuilding Holdings (which joined the STI in September 2015) the strongest of the 30 STI constituents. The strongest STI Sector in the YTD has been Real Estate Management & Development – with Global Logistic Properties, City Developments, CapitaLand, UOL Group and Hongkong Land Holdings averaging 24.5% total … [Read more...]

Dividend Income Updates – Q2 FY2017

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It's the time of the year again where I try to tabulate all the dividend income received in the quarter and see where I stand in terms of passive income cashflow. I am terming it as passive income because it's the closest to passive as I can get. Naturally it means having the management takes good care of the company and then we reap in the rewards as a shareholders of what's left in the … [Read more...]

ARE THESE THE TOP 12 BILLION-CAP SINGAPORE STOCKS?

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There are currently 12 Singapore stocks with a market capitalization of at least $1 billion and offering at least 5% dividends yields which are currently undervalued (having a Price-to-Book ratio of below 1. These 12 stocks are: 1) Ascott Residence Trust 2) CapitaLand Commercial Trust 3) CapitaLand Retail China Trust 4) Fortune Real Estate Investment Trust 5) Frasers Commercial … [Read more...]

STE Smart Beta Update and Photos Sharing

It has been quite sometimes since my last update of STE Smart Beta Index which was created on 28 Aug 2016 ( here ) and Yah !! Just for Fun  J STE SM Index beat the STI Index by just 2 % points and if take into consideration of dividend yield where it has been set higher than STI by around 1.5% , total return could be around 3.5 % . I will need to do the portfolio re-balancing in Aug 2017 … [Read more...]

TalkMed Bonus Shares

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On 9 of May 2017, I received 5000 new TalkMed shares based on its 1 bonus share for 1 existing share issuance. After cum bonus the share price drops in tandem to $0.80 range. Based on my initial cost price for 5000 shares at $1.1+ , I stand to gain a gross profit of $2500 if I sold all my 10000 shares at $0.80 . Alternatively I can sold 8000 shares to lock in $900+ profit and keep the … [Read more...]

12 things I learned from Parkway Life REIT’s 2017 AGM

Parkway Life REIT (PLife REIT; SGX: C2PU) has been in our portfolio for a number of years now and has given us solid capital gains and a consistent dividend yield since. This isn’t a surprise as PLife REIT enjoys a stable 15 + 15-year master lease with Parkway Hospitals in Singapore with an annual rental escalation that increases at the inflation rate + 1%. This has translated into steady … [Read more...]

My S.W.O.T Analysis for Hanwell Holdings (DM0)

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Introduction It’s the Great Singapore Sale, a lot of selling down of penny stocks in the market, but it also represents an opportunity to catch some stocks on fire sale. Sometimes things in a business change so fast that its share price doesn’t do it justice. For starters, Hanwell’s Cash per Share is $0.3069 and current share price stands at $0.2800. How could I not look into this company when … [Read more...]

Keong Hong 1H’17 – 3rd Pillar to Strategy Introduced

Keong Hong recently released their 1H'17 earnings (here). Seeing that they have released 2 earnings reports since I last wrote on them, I thought it would be good to document some updates given that Keong Hong is an extremely dynamic company. Keong Hong's 1H'17 earnings results have been largely in line with my expectations and therefore this update will be focused on their strategy execution. … [Read more...]