Let's talk about counters in the SGX - penny counters, big mkt-cap counters, counters that have vanished, etc,..

Looking at things in another way - yield-counters or not : penny-sized yield-counters, blue-chip yield counters, betting counters, etc,..

I'll start with Keppel Corporation. I love Keppel Corporation for its big market-capitalization, having been around for a long time, consistent and twice-a-year dividend payout and very recently, a yield of 7.23% as of today.

Any other SGX counters that specially appealed to the forummers here ?

This post has been edited by Hansel: Sep 29 2015, 04:29 PM

Olam ok ah?

Hi Bone - FKLI King,... Olam,.. commodities counter. Commodities rout now,... not a good time to enter yet because still unsure how long will this rout run... Same with Noble, Noble is worse,... a body called Muddy Waters keeps poking at her accounting reports.

lol...bone gor become FKLI king..
status sudah upgraded

I think Olam are on M&A spree. also read today newspaper they're expanding their coffee plantation in Africa.

also Mitsubishi Corporation Acquires some Stake in Olam International

don't forget Singapore Gomen got share in the company

This post has been edited by nexona88: Sep 29 2015, 04:54 PM

Hi guys, noob here.

http://www.bloomberg.com/quote/HPHT:SP

Why is there no P/E ratio for this?

Thanks.

Is it due to EPS negative?

i think Olam got some barang la..

looking at 2.20 to 2.40

edited

lol

too bad some client only trade HK share nia

Right,... I'll quote a personal experience here. I used to hold a business trust called Cityspring. It IPO'ed with a large percentage held by the investment arm of the Sgp Govern't called Temasek.

Bought a few assets, and the last one it bought was an undersea cable facility linking the south of Vicyoria with Tasmania. After that acquisition, everything went downhill.

They held seminars, saying repeatedly to publications that Temasek held substantial stakes in the trust, blah, bah, blah,.. but thing did not work out and the prices dipped all the way down (after I divested). I certainly did not buy the CFO's story (his name was Tong,... something) after I saw him talking to investors in one of the seminars.

People were still holding,... based on the fact that Temasek was the majority shareholder. But still : things did not work out.

Another eg I could quote is Global Investments. Temasek bought a stake in it after Babcock and Brown did not manage to make this work. But how is the counter today ?? Not that good too.

Price-to-Earnings(PER) currently is 3.11.

http://www.dividends.sg/dividend/summary?ticker=NS8U

The negative EPS is a bit of a discouragement to investors, myself included. OF course, for a REIT and a trust, the free cashflow is more important. But if a REIT/trust keeps losing money per unit on a net basis, then the only way it can continue to pay out dividends is through debt. We all know what this means.

When I was invested in Cityspring a few years ago, I remembered the CFO kept telling the world that it is okay to have low earnings, 'provided' the free cashflow is there to keep-up the dividend payout for the unitholders. It did not last, Cityspring was not able to stand as an entity on its own. The maths just don't work.

Out of the three major banks incorporated in Singapore, of which al three of them are in the list of the safest banks in the world, the one which stands out to me is : OCBC.

Main reason is because of its dividend potential, and growth potential.

What do you guys think ?

It is never wrong to put some money into a Singapore bank, for diversification purpose and for security of our funds.

oh I didn't know

well now I know there's no guarantee the company will success with Temasek or GIC as major shareholders / BOD

that's biggest mistake

there is a predecessor thread, but not very active, i remember.

just for the record and reference:

Singapore Stocks
https://forum.lowyat.net/topic/1186899/+1700

Hi,... I guessed I learnt the hard way, it's good to inform here.

The SG gomen has two investment arms - Temasek and the GIC (Government Investment Co).

I wouldn't be surprised. After all, SG stocks were not made known yesterday. I'll contribute whatever I can from personal knowledge and experience here. I'll put up thoughts and opinions from 'other than the general' sources here too.

Please give your inputs too, bro,...

To start off,... most beginners would like to know the following. Veterans would sharpen their knowledge too if they come across information related to the following.

How to open a brokerage a/c.
Which one should I use.
Which company has div.
How much do I need.
How much can I make.
Is it a good time to invest.
Is a Reit better than a stock ?

A very useful extract from an interview with an analyst across the causeway on how to identify Durable Companies that can face economic down-cycles, and the tactic of buying funds made up of such companies.

The way to identify Durable Companies should be very useful in these economic times :-

What are durable companies and how does a strategy investing in these companies benefit investors?

The Durable Companies approach is bottom up and its positioning is a result of company-level opportunities. Durable Companies as businesses that are more stable than the market perceives. We have two definitions for stability. The first is if the profits or cash flows of a company do not decline by more than 15% in virtually any scenario. The second is that the primary driver of future value creation for these companies is the management team spending free cash flow wisely. By buying these stable businesses at attractive valuations, we believe the portfolio can generate attractive returns in both up and down markets.

How is the durable companies strategy positioned?

We believe that by looking for stable companies in unexpected market segments such as smaller companies or out-of-favour regions or sectors, we can find stability at more attractive valuations. One example is small and mid caps. There’s a company that runs ferries between England and Ireland. The CEO owns a large portion of the company and the business is competitively positioned. The profit stream is stable, but it’s a small cap company in Ireland. Similarly, the materials sector usually mean metals and mining, and highly cyclical. But there are companies with highly stable businesses that are independent of the economic cycle. They can generate attractive long-term returns if managed well but tend to be overlooked. We manage the portfolio with a total return mindset, and are not beholden to the structure of the index in any way. Thus, the portfolio looks very different from the index with a very high active share of 99%.

What are the main challenges in managing the durable companies strategy?

The only challenge is finding very stable businesses at attractive valuations. It’s why the portfolio is concentrated and unconstrained. The fund typically holds 25-50 securities, and at present we hold 39. This scarcity is why running this portfolio is such a great competitive advantage, because we have a very broad investment opportunity set to choose from, and many great investors to seek input from. This is a valuable resource in managing a portfolio whose success rests on the quality of our company research.

i am more into sg reits.

i have only singtel as a regular/div stock.

have not done much work on regular equities, so i stay away mostly...