Updates for my dividend portfolio for June 2016
My analysis going through an upgrading as I'm still going through the
Investment Quadrant materials to look for better things to add to my checklists, to make it comprehensive as well.
Due to the disposal of their recurring payment solutions
here, Neratel has been dropped from my watchlist too.
- Bought Comfort Delgro at 2.71
- Dividend Yield (3.14%), PB (~2.5x) and PE (~19x) has dropped to midway crisis levels, fair value, transferring funds from SCI to Comfort.
- Do note that the counter is slightly illiquid.
- Placed order at support, daily momentum seems to be reversing.
- In hindsight, it was not a good entry point, could have waited slightly later before purchasing, if I would buy it at all.
- Sell Sembcorp Industries at 3.00
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