Cory Diary : AIMS AMP CAPITAL INDUSTRIAL REIT

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I have love-hate relationship with this reit. This counter has almost 8% yield returns but despite my dividends strategy I do not makes much from it that I should in my past trades. In fact, due to my skepticism with it, I always buy and sell the wrong time. And the problem lies with confidence and model of this company.Trying to time AA REIT is really a bad move. Not understanding the future plan … [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...]

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...]

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...]

Random musings about Bangkok.

This is not a lifestyle blog but I spent the last 3 days in Bangkok in a fairly intense but fun trip. Here are some random thoughts from my trip. a) Singapore is losing on many fronts to Bangkok in retail and entertainment The retail situation in Bangkok is really so much larger in terms of scale and variety. The first thing you notice is that there is no "Capital Mall" effect and each … [Read more...]

Should You Be Worried About Geopolitical Risk ?

European markets and Dow Futures seems celebrating on the news of today’s French Presidential Election result. FTSE , DAX and CAC 40 all up by 2-4% at the time writing and Dow Future also up by more than 200 points. Recently, investors seems given more concerns to geopolitical issues where it hasdominated the market move base on their preliminary or final results , since BREXITreferendum on … [Read more...]

WILL YOU BUY THESE UNDERVALUED STOCKS TRADING AT 52-WEEKS LOW?

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What I like about investing is that how much one earns and profits from investing is pretty much within one’s control. Unlike the income which most of us earn as employees where we do not have much control, investing is a wealth platform where you could actually scale up the monies you earn or lose based on your own investing ability. Investing all starts with an idea: some like a dividends … [Read more...]

Government paid child benefits for self-employed

It's always hard to find stuff for self employed individuals like me, so since I've already done my research, I might as well share it with others who are in a similar situation as me. I just had a baby boy and he's doing mightily fine. As a self employed, I have no company benefits as a father. Since almost all the benefits given by the company as a employee is co-shared by the government … [Read more...]

IS IT TIME TO BUY THIS OVERSOLD BILLION-CAPS STOCK NOW?

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  On 20 Apr 2017, Keppel Corporation reported a 23.7% increase in first-quarter earnings and a net profit of $260.4 million for the first quarter of this year. However offshore and marine division continued to be a drag on the company’s revenue as the revenue slide 28.4% to $1.25 billion. Before the earnings result, Keppel Corp stock already declined 2.6% and further declined by 1.4% on the … [Read more...]

Useful Thought Experiment: What If You Were To Die Exactly 10 Years Later?

All I want to know is where I’m going to die so I’ll never go there – Charlie Munger What’s both fascinating and cruel about life is how unpredictable it is. And at the heart of it all is not knowing when we would leave this world. Death tends to scupper the most well-laid of plans. I find it very interesting that we tend to underestimate our longevity but overestimate the odds of being … [Read more...]

ONE OVERSOLD SINGAPORE STOCK WITH A POSSIBLE 59% UPSIDE

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Once trading at $1.06 per share in Feb 2017, just two months ago, Japfa Limited stock is currently trading at $0.63, a 37% down from this high in Feb 2017. Japfa is involved in the animal protein business. Japfa stock is currently oversold and the trend sets to be south for the stock with the stock price already below its 200-days moving average. What’s more, the stock went south by some 6.7% on … [Read more...]

UOB – What really matters in a Stock

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Comparison done with OCB (039) 1)  IDENTIFICATION OF COMPANIES THAT ARE UNDERVALUED. Price to book ratio : 1.157 (15.7 % Above fair value) 039 – 1.14 Price to earning ratio : 11.768 ( Below industry standard – 17.42)   039 – 11.667 2)  LEARN ABOUT THEIR NUMBERS Debt To Equity : 81.1% | 53.9% Growth Performance : 5.41% (5 year growth)| 5.24% (5 year growth) Dividend Yield : … [Read more...]

Possibly The Worst Time to Invest – 3 Years On

This is an annual blog series that I started 3 years ago to document the worries about investing at the wrong time, which would bring losses and headaches. The blog series track the performance of 2 passive portfolios invested in index funds using the portfolio rebalancing strategy. Both portfolios comprise of 70% allocation in stocks and 30% in bonds. The plain vanilla portfolio invests in global … [Read more...]