A tech bubble in the making?

latest.png

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...]

COULD THIS STOCK BE THE NEXT MULTI-BAGGER?

IMG_2474.JPG

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

image-757546.png

  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

Ein55-Newsletter-No-050-image-Hospital.jpg

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...]

Random thoughts on RHT Health Trust

Dividend-Stock-5.jpg

I previously wrote a post whereby I included a short list of my so-called ‘dividend stocks’ (see below). I am sure there are many other high yield stocks, and I probably would have missed them out (probably due to my lack of time and resources to do so). However, nevertheless, I do intend to pen down some of my thoughts here as to why I am looking at these stocks.Hope it helps to sort out my … [Read more...]

ARE THESE THE BEST TEN STOCKS NOW?

IMG_20131103_183041.jpg

The current Singapore stocks markets like others are waiting for the US Federal Reserves’ decision on interest rate hikes. My belief, like others is that the anticipation of a interest rate hike has been priced in by the stocks markets. While investors might be clueless on what to invest in this current stock markets, the good thing to do would be to treat investment as a long-term plan to grow … [Read more...]

What’s your thoughts on this bond’s yield?

signal-813223_1920.jpg

I used to own 34,000 units of CMA3.8% bonds, until they were redeemed it in January this year. This bond has a coupon of 3.8% for the first 5 years, and 4.5% after that. They have an option to redeem the bonds from Jan 2017 onwards, and they did. It seems reasonable since if they weren't redeemed, the interest to be paid out would be 4.5%, which is not justifiable since they are able to get loans … [Read more...]

These are the UNDERVALUED, HIGH DIVIDENDS STOCKS NOW at LOW PRICES

6-3-Mount-Titlis-%2528138%2529.JPG

If you have been a regular reader of Singapore Stocks Investing, you would have noticed that I have been advocating high dividends stock which could stand the test of time and give investors some form of passive income in the form of dividends during his holding period of the stock. However, some stocks do offer very high dividends yields and are value traps, hence the important point is to buy … [Read more...]

Recent Action – Far East Hospitality Trust

I've been in a rather busy and heavy month transacting a few recent buys and sells. I'll consolidate my purchase and sells in my next portfolio update shortly. Today, I've added 40,000 shares of Far East Hospitality Trust (FEHT) at a price of 59 cents into the portfolio. My original intention was to accumulate more CDLHT shares but on second thought as it is currently already my top … [Read more...]

ST Engineering – A Look at the Future

shutterstock_201263708-%25281%2529.jpg

ST Engineering (S63) has been a part of my dividend portfolio for a while, ever since I picked it up early last year. I have a tendency to re-evaluate my dividend stocks/REITs every year or so - I want to see if I should take profit and park my money somewhere else, or if I should continue having them in my portfolio. ST Engineering closed at 3.67 on Tuesday, and dividends are upcoming in … [Read more...]

Recent Action – UOL

uol1.PNG

This will be a quick update on the portfolio as I added 3,000 shares of UOL at a price of $7.04. I added this company right after the cooling measures was announced a couple of days ago, which I believe has brought the sentiments of the market into a different direction. Hence, this purchase was more of a momentum play than anything else. Whilst the relaxation measures for the seller's stamp … [Read more...]

Singapore’s Hospitality Trusts Comparison – Which One Came Out Top?

Hotel-Intercontinental-Singapore.jpg

Personally, I have a number of REITs (Real Estate Investment Trusts) and quite inclined to this investment instrument. One of the main reason of course is for the Dividend Yield. Am currently vested in Accordia Golf Trust, Soilbuild Business Trust, Lippo Malls Trust and Cache Logistic Trust, mostly minion size though. On second look, I noticed one thing! I haven't been vested in any Hospitality … [Read more...]

Kingboard Copper’s $0.40 Cash Offer – To Take Or Not To Take

Following on the heels of the cash offer for GP Hotels, I would like to discuss yet another similar offer for a deep value (CNAV) stock that we had invested in previously. Kingboard Copper is a Hong Kong based company that is listed on the SGX. What made us invest in this stock It was in 2014 when we first picked up Kingboard Copper. The stock had a CNAV discount of 52% and POF score of 2. It had … [Read more...]

Pan Hong Holdings – What really matters in a Stock (Useless 13.5% Dividend yield)

screen-shot-2017-03-13-at-1-03-56-pm.jpg

13 Properties All in china | Listed on 2007 Comparison done with CWG International Ltd. (ACW) – Closest market cap // Available details 1)  IDENTIFICATION OF COMPANIES THAT ARE UNDERVALUED. Price to book ratio : 0.296 (70.4% below fair value)  ACW – 0.648 Price to earning ratio : 8.562( growing above industry standard – 7.61)  ACW – 5.192 2)  LEARN ABOUT THEIR NUMBERS Debt To … [Read more...]

OUE C-REIT will see DPU declining.

Back in 2014, when OUE C-REIT had its IPO, I warned that its gearing was too high and its distribution yield (which was financially engineered to be higher through income support given by the sponsor) was too low given its IPO price of 80c a unit. The IPO was a good deal for OUE Limited. Cheers!  Investing in REITs, we should be prepared for fund raising because they distribute most of their … [Read more...]

DBS, OCBC, UOB stock: an UPDATE

IMG_2474.JPG

The US Federal Reserves is expected to increase the interest rate this week with the strong US jobs numbers. In light of the above, the local banking stocks should be of interest to investors again. Let us revisit the performance of the three largest bank stocks in Singapore: DBS, OCBC and UOB. DBS stock currently traded at $18.93, down by 0.73% from its 52-week high of $19.07. The stock … [Read more...]

Hatten Land Limited – “Capitaland” of Malacca (10 Mar 17)

For those who have gone to Malacca, they may have seen some of the developments by Hatten Land. Some may have gone as far to say that Hatten Land in Malacca may be considered as our “Capitaland” (to some extent) in Singapore. For those who are not familiar with Hatten Land, below is a short write-up. Company description Hatten Land is the property development arm of the conglomerate Hatten … [Read more...]