Search Results for: m1 stock

Portfolio of 8 Singapore Stocks – 28 Oct 2015

On 28 Aug 2015, I started exploring a portfolio of 8 Singapore stocks with a value of ~$100,000 (Portfolio of 8 Singapore Stocks). Although the actual value would have been $99,357 (without considering transaction costs), I am assuming $100,000 for simplicity. You could think of the difference as the transaction costs. How has it fared since? In truth, two months is way too short a time to be meaningful. Nonetheless, here’s how it looks: Stock No. of  Shares 28 Aug 2015 28 Oct 2015 Value OCBC 1,300 $9.280 $9.200 $11,960 Keppel 1,700 $7.200 $7.160 $12,172 M1 5,100 $2.450 $2.870...

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M1 Third Quarter Results – Net Profits Up 2.8%

M1 posted a set of decent Q3 results as profits were up 2.8%, I think this is probably in line with market expectations. M1’s stock price however has been beaten down badly this year due to the fear of the coming 4th telco, which is likely to be awarded/announced in 2Q16 after which the 4th telco may start operations as early as 2Q17. As such I think M1 should still be able to hold up its earnings this year through 2016 and 2017, however 2018 onward we might see net profits coming off due to the increased competition. 9...

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My Stock Report Card for Aug 2015

My Stock Report Card for Aug 2015 Total Dividend Collected from Jan – Aug 2015 : SGD $ 43,244.61. Income distribution this months came from SMRT, Keppel Corp, M1, Singtel, Suntec Reit, Starhub, UOB, Capitalmall Trust, Keppel Reit, Sabana Reit. I added some positions in Keppel Corp, IBM and Alibaba during the market...

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6 reasons why Singapore stocks is good as gold

Sometimes, Singaporeans wonder why bother with Singapore stocks. Singapore stocks are less liquid, the market movement is slow, the quality of companies is low and there is small growth potential due to our size. In fact, Singapore stock market is so small that Apple, the most valuable company in the world is single handedly more valuable than almost all of Singapore listed companies combined. Look at just how small Singapore market really is. If all these problems that plague Singapore market is true, why then do we bother investing in Singapore stocks? Here are a few reasons to consider...

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Blue Chip/Mid Cap Dividend Stocks Selling at 10-20% Discount from Peak!

CCT is down 20% from a year high of 1.94 to the current 1.565! The dividend yield is pretty decent at 5.4%, but what matters most is still the top quality commercial assets that they have as well as their low gearing of 30%. M1 is down 18% from a year high of 3.99 to the current 3.26! The dividend yield is 5.8%, the highest among the 3 telcos. I think that worries of the 4th telco is over blown… also SMRT has dropped out, leaving with My Republic as the one and only possible candidate left to become...

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Which stock are you picking for this buffet?

The Straits Times Index has been trading down 4% from 3,480 in early may to 3,340 today. Consequently, Blue Chips are trading at attractive prices now with the decline in STI. What are some of the counters you’re looking at? Below are some of the counters under my watch list. Telecommunications Singtel below $4, Starhub hitting $4, M1 at $3.21 Banks DBS below $20, OCBC hitting $10, UOB below $23 REITs CCT hitting $1.61 52 weeks low Oil & Gas Sembcorp Industries hitting $4.05 critical support level. So what should I buy? Current portfolio composition I look at how...

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Will you still buy these blue-chip dividends stocks?

Telecommunications stocks have always been the staple of an income investor’s portfolio as these companies pay decent consistent dividends and the business nature of the stocks is largely deemed defensive. However, we are seeing that after a good run-up in stock prices, the stock price of Singtel, Starhub and M1 are showing signs of “southing”, especially so ever since the government announced plans for a fourth player in the mobile wireless internet scene. Two companies have expressed interest to be this “fourth player” and they are MyRepublic and SMRT-OMG consortium. I read reports that M1 is likely to be...

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M1: This Time It Is Different?

I have to say, I really like the stock screener that Richard from Invest Openly has shared. It isn’t perfect for sure, I do see some inaccuracies, but most stock screeners have that issue of never always having the right information. However, they have enough basic ones for me, and I think that it is good for screening through “candidates” for deeper dives. One of the candidates that I am currently looking at is M1. In the past 5 years, M1 has pretty much been a rocket. From being priced at $2.07 five years ago, it is trading at...

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My Stock Report Card for Mar, Apr 2015

My Stock Report Card for Mar, Apr 2015 Total Dividend Collected from Jan – Apr 2015 : SGD $4,856.84. Income distribution this month came from Bank of America, Aimsamp Cap Reit, HPH Trust and M1. I added small positions in Alibaba and Keppel Corp due to their recent fall in prices. I also received payback from Keppel Land ($27,156) who has gone private through the Keppel Corp acquisition program. Apple, Facebook reported smashing results while Twitter took a plunge due to it’s underperformance earnings and glitch announcements. Sabana results and projected performance is once again a disappointment. Curious to see Alibaba’s results this...

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Should we buy into these blue-chip dividends stocks now?

From my investing and trading experience, it is not easy to buy a stock at its lowest as the global stock markets will shape stock prices in general and most of us do not have control over this. I believe it would be good enough already to buy stocks at one of its lowest price levels. Currently, there are four blue-chip dividends stocks trading at one of their low prices and they are:   Boustead M1 StarHub Suntec Reit Sabana Reit Boustead stock is a stock with history dating back hundreds of years ago. Boustead company has spun off...

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M1 First Quarter Results

I wrote about M1 earlier here and also added M1 to my portfolio this year. The first quarter results looks decent with revenues coming in flat but earnings per share going up by 5% to 4.9 cents I think they should have no problems making 19-20 cents per share for FY15 and if the market prices M1 like Starhub for 20 times earnings, M1 could eventually trade as high as $4.00 by year end On the down side cash has declined and gearing shot up to 50%, a high but still manageable level. I would start to be cautious...

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2015 High Dividend Stocks in Singapore and Global! (Part 1)

It’s time for the annual dividend stock list! For this year, we have included the global major markets in the universe to spice things up a little. We already know all the good Singapore names: SIA Engineering, CSE, M1. The value add and effort of using this screen to find another good gem in Singapore really doesn’t pay off as well after years screening and more years of research. So we cast a wider net and look at global names. Now, the world is our oyster! 2015 High Dividend Stocks (1-19) First let’s look at the Singapore names again....

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Portfolio Update – CMT Out M1 In

Name Price Dividend Per Share Dividend Yield EPS PE Industry Type ARA 1.61 0.050 3.1% 0.104 15.6 Property Management Growth OCBC 10.49 0.360 3.4% 0.919 11.4 Banking and Finance Growth UOB 23.04 0.750 3.3% 1.970 11.7 Banking and Finance Growth M1 3.78 0.189 5.0% 0.189 20.0 Telecommunications Dividends Starhub 4.18 0.200 4.8% 0.210 19.9 Telecommunications Dividends ST Engineering 3.44 0.150 4.4% 0.171 20.2 Land/Marine/Aero/Electronics Dividends Semb Corp Industries 4.29 0.160 3.7% 0.443 9.7 Marine/Utilities Cyclical/Value Keppel Corp 8.88 0.480 5.4% 1.030 8.6 Marine/Property/Infrastructure Cyclical/Value Portfolio Yield Portfolio PE 3.9% 12.6 Today’s biggest news would be the passing of our...

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M1 vs Starhub – Which One Should You Buy?

The pure local telcos M1 and Starhub have had a great run over the last 5 years, as both gained 80% over the period! Currently both of them trade at around 20 times earnings along with a 5% dividend yield. So if we ask me which one should we buy? I would say… why not own both~! I’m have been vested in starhub for over 5 years, which I wrote about in detail over here. I had always been reluctant in adding more into telcos and that mistake had caused me to miss out the great run that M1...

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