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 … [Read more...]

Of Rights, Warrants and Your Bedokian Portfolio

If you belong to the active camp of investors of The Bedokian Portfolio, chances are you might see the terms “rights” and “warrants” in your individual equities and REITs counters. For this post, I will share what are rights and warrants, how these would affect your Bedokian Portfolio and what to do about them. Rights Rights are entitlements to existing shareholders for the purchase of … [Read more...]

WHICH STOCKS TO BE PRIVATISED NEXT?

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The news that M1’s three largest shareholders are reviewing their stakes in M1 has led to speculation on the possible privatization of M1 stock. M1 stock responded in return, soaring some 7.9% on 17 Mar 2017 before the trading halt of the stock. It was reported that talks of potential divestment of listed Telco firms has come as early as last year as the major Telco players brace themselves for … [Read more...]

Potential sale of M1

M1 biggest key shareholders Malaysian telecom firm Axiata Group (28.54%), Keppel Telecommunications & Transportation (19.23%) and Singapore Press Holdings (13.38%) announced on 17 March that they are evaluating selling their combined stakes worth more than $1.14 billion. This triggered a sharp spike in M1 trading yesterday to a high at $2.19 per share, representing 7.88% increase before … [Read more...]

Recent action – UMS and Keppel Corp

Despite the recent rate hike, the market continued to hitting new high. Since the beginning of this year, I have been reviewing my current portfolio, selling the weaker ones and taking some profit on the strong counters. After the last GFC, I felt that it is better to realise some hard profits and keep them in my pocket than to see them vaporising on paper. Last week, I finally took the hard … [Read more...]

Super Group – Time To Accept The Offer!

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Ever since the news broke out in Nov 2016 that Super Group (S10) might be acquired by Dutch tea and coffee company Jacobs Douwe Egberts (JDE), the share price has hiked 34% to $1.30, as at yesterday (17/03/2017), which is also the offer price. For more details of the earlier news, check out the Straits Times article here. Five months later, finally received the official cash offer documentation … [Read more...]

Missed selling APTT at higher price.

Hi Mr. AK, I like when you say all investments are good at the right price. I also follow you to buy APTT when it was 38c. Thank you. I just found out you sold end of last month. The price now 43c. I missed the chance to sell at 49.5c. Do you think I should sell at 43c? I am not blaming you but I only read your blogs on stocks. I missed the sell on APTT at high price because it … [Read more...]

KIMLY IPO: how does it go for TOM K?

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Dear readers, as you would have most probably known by now; Kimly IPO subscription ended yesterday 17 Mar 2017 at 12pm and the IPO was oversubscribed by more than 8 times. As shared earlier in my blog post on Kimly IPO (you can refer to the post here); Kimly IPO is widely expected, due to its defensive business model, to debut strongly on its first day of trading next Monday; as a result it is … [Read more...]

Laggard stocks: Chart outlook for ISOTeam, Midas and Sapphire (17 Mar 17)

Notwithstanding the rally in the equity market, there are some stocks which continue to be laggards and are consolidating around their key support areas. If the market continues to stay buoyant, it may be a matter of time before funds rotate to the following laggard stocks, namely ISOTeam, Midas and Sapphire. 1.ISOTeam closed unchanged $0.390. Day range $0.390 – 0.395. Ave analyst: … [Read more...]

5 Things To Know Before You Start Investing

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Sharing is caring:So you have saved up some money and are unsatisfied with the little return you are getting from keeping your money in the bank? You heard about how you might be able to earn a little extra from investing in the market. You saw your friends doing it, you have seen movies about it and now you think you are ready to start your investing journey as well?Well, hold your horses. If you … [Read more...]

5 Things To Know Before You Start Investing

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Sharing is caring:So you have saved up some money and are unsatisfied with the little return you are getting from keeping your money in the bank? You heard about how you might be able to earn a little extra from investing in the market. You saw your friends doing it, you have seen movies about it and now you think you are ready to start your investing journey as well?Well, hold your horses. If you … [Read more...]

Why You Should Get The Unlimited Cashback Credit Card

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Having recently experienced an interest rate reduction on his deposits, there is finally some good news coming from the banking industry. A competitor, Standard Chartered Bank (‘SCB’), just released a very attractive credit card- the Unlimited Cashback Credit Card. We all know that cashback is all the rage these days. By targeting right at the primitive desires of consumers, it will not be … [Read more...]

A tech bubble in the making?

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Seriously? Snapchat (SNAP) IPO had a market cap of US$24billion with a share price of $17 per share. This IPO seriously looks like a huge speculation gamble coupled with miraculous expectations that the company will somehow generate a profitable net income after 2 years of net losses. That’s right… SNAP has had increasing net losses of US$373 million in 2015 and US$515 million in 2016 … [Read more...]

AIMS AMP Capital Industrial REIT levels up.

AIMS AMP Capital Industrial REIT (AA REIT) is probably one of the better run REITs in Singapore, creating value for unit holders in a sustainable manner and their recent action reaffirms my view. Most REITs are leveraged to some degree. Although leverage could magnify gains, in an environment of lacklustre growth and rising interest rates, too much leverage could spell trouble. I remember … [Read more...]

Ascott REIT’s mega discounted rights issue.

Hi AK With the recent rights issue of Ascott reit, i read that the DPU and NAV per unit will most likely drop after this event. Can you share your thoughts about this(the reason for this rights issue)? Declining DPU. Source: HERE. Hi AY, I don't like Ascott Residence Trust. I don't have this. They are always raising funds but I don't see performance improving. If you … [Read more...]

COULD THIS STOCK BE THE NEXT MULTI-BAGGER?

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I last blogged on Moya Asia sock in February 2017; you can refer to the post here . Since then the stock has been trading in a tight consolidation pattern with a support at $0.067. Yesterday, the stock traded on high volume, closing the day at 7.2% higher with a upward bullish candlestick. The 5-Days Moving Average which has traded below the 20-Days Moving Average seems to be making an attempt to … [Read more...]

Kimly Limited – Balloting Results

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  Kimly announced that its IPO of 173.8m shares were collectively 8.3x subscribed on an overall basis. My back of envelope computation showed that the public tranche was 336x subscribed. For investors who applied for the public tranche, the balloting table is presented below: Investors who applied for 100k shares will have a 2:25 chance of getting 6,000 shares. The insiders, … [Read more...]

Healthcare Stocks – Choice between Life or Money

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Healthcare sector is one of the strongest sector in most countries of the world, business has been growing steadily. Between “Life” and “Money”, most people would choose life over money. Regardless rich or poor people, they are willing to pay to cure their sickness, prolong their lives, staying alive as long as possible. As a result, doctor / medical specialist is also one of the most … [Read more...]

6 Things I learned from SIAS – ARA Dialogue Session 2017

2 days ago, I attended a dialogue session organized by Securities Investors Association of Singapore (SIAS) for minority shareholders to meet John Lim, founder of ARA Asset Management, to understand more about the recent privatization offer. A few of my friends and readers could not attend the dialogue session due to work and travel commitments. So if you’ve missed the session, let me share … [Read more...]