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 SGX Counters, Discussion on Counters in the SGX

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gark
post Mar 10 2016, 11:52 AM

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QUOTE(prince_mk @ Mar 10 2016, 10:43 AM)
Which one can consider STI ETF or Nikko STI ETF?
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If you want to buy ETF, choose the one with the following qualities.

1. Least tracking error vs index
2. Least Expenses
3. High liquidity (bid/sell volume)
4. Low Spread % (bid/sell compared to NAV)

This post has been edited by gark: Mar 10 2016, 12:02 PM
gark
post Mar 10 2016, 01:55 PM

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Anyone have China Merchant Holdings (pacific) ltd (CMHP)? Seems interesting, china toll road investment, regular dividend. tongue.gif

Pros :
High Dividend
Stable cash flow
Low debt ratio

Cons :
Yuan denominated earnings
USD Loans
Low organic growth
Growth by acquisition
Slowdown in china commercial traffic

This post has been edited by gark: Mar 10 2016, 01:58 PM
gark
post Mar 10 2016, 02:31 PM

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QUOTE(elea88 @ Mar 10 2016, 02:16 PM)
http://www.sgx.com/wps/portal/sgxweb/home/...kfacts?code=C22

counter name is : CMPacific C22

Noob question.. why Highway in China but list in SG?
alternative:

Hutchison Port Holdings Trust (NS8U)
div higher . Containers all also in Mainland China, hk.
div in HKD instead of SG
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Why is it listed in Sg..? Dunno wor.. but price and divvy in SGD. tongue.gif

For hutchison, the slowdown of export from china is hitting it badly.. future earning and dividend might be less. Also the counter is in USD. dry.gif

This post has been edited by gark: Mar 10 2016, 02:32 PM
gark
post Mar 21 2016, 08:29 PM

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QUOTE(MoneyMaker prince @ Mar 21 2016, 01:50 PM)
Hi,

Recently I opened a trading account with Maybank Kim Eng. I remember I did not open a CDP account because I feel is not necessary.

1. Will I still get letter from company when they announce dividend?

2. Will I still get invitation from company to attend AGM?
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Its a nominee account, means shares held on your behalf under the broker's CDP.

Letter & AR from company will send to the broker and not you. Your remisier/agent might inform you.

To attend AGM, you must ask for proxy form filled by broker.

This post has been edited by gark: Mar 21 2016, 08:29 PM
gark
post Jan 20 2017, 10:07 PM

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You can opt for frasers centerpoint limited instead of the reit. Not bad dividend and 70% of earnings is recurring from rental.
gark
post Jan 20 2017, 11:59 PM

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QUOTE(Hansel @ Jan 20 2017, 11:27 PM)
Right,...  smile.gif ... what is the yield at ct price please ?
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FCL about 5+% and FCT abt 6%. However FCL is not paying all the income as divvy.

This post has been edited by gark: Jan 21 2017, 12:06 AM
gark
post Jan 21 2017, 10:53 AM

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QUOTE(Hansel @ Jan 21 2017, 04:21 AM)
hmm.gif  Irregardless of the payout ratio,.. I'm not too much for FCL : Just 5+%,...
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You have to look beyond the dividend.. as the payout ratio is lower. brows.gif

Anyway I am holding FCT also. rclxms.gif

This post has been edited by gark: Jan 21 2017, 11:02 AM
gark
post Feb 7 2017, 07:06 PM

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QUOTE(Ramjade @ Feb 7 2017, 06:45 PM)
All broker also like that?
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Some brokers got the option 'fill or kill' - either match everything or order cancelled

This post has been edited by gark: Feb 7 2017, 07:07 PM
gark
post Feb 7 2017, 07:10 PM

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QUOTE(Ramjade @ Feb 7 2017, 07:09 PM)
Which broker have that feature? What are the charges?
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No different charges, but I have not used the option before.

DBSV have the option, look here ... https://www1.dbsvonline.com/english/Help/TradingInfo#9

including 'All or None' order, which is more or less the same.

This post has been edited by gark: Feb 7 2017, 07:12 PM
gark
post Feb 7 2017, 07:13 PM

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QUOTE(Ramjade @ Feb 7 2017, 07:12 PM)
Which broker is that? Maybe does not apply to cash upfront/prefunded accounts?
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Look at update link above, DBSV have the feature. Maybe you can ask them further.
gark
post Feb 7 2017, 07:40 PM

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QUOTE(Ramjade @ Feb 7 2017, 07:16 PM)
I know it have that. But I think that does not exist for dbs v cash upfront account (the one I am using) as I have no option to select that. sad.gif
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You can check under TRADE>PLACE ORDER> 'order type', which usually display default 'limit order' and change to 'fill or kill (FOK)'

Be sure to trade from DBS vickers login and not from DBS bank login.

This post has been edited by gark: Feb 7 2017, 07:48 PM
gark
post Feb 8 2017, 07:14 PM

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QUOTE(wongmunkeong @ Feb 8 2017, 04:34 PM)
gold bro - U pulling me leg (3rd?!!) ar  laugh.gif

0.7%+easy $in/out
vs
0.4%+some hassle

unless U already have an account in SG or can open one "sup sup water"...

for me, still on HLeB for SGX stuff - easy for me to pump cash & convert any time
+ other "security / options" stuff clarified liao (not too right to put in public forum heheh).
thus, aiya - i afford them 0.3% la - lazy fler here

if i can't even afford them 0.3%, then i should not even have mutual funds and ETFs lor - yearly mgt fees for mutual funds in MY & SG usually >=1.5%,
even some US ETFs hits 1%pa+ fees (mostly 0.5%pa)
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You be surprised, with even more money you start looking at brokerage % cost, not the minimum cost.

For me, between discount and pricey broker is a difference of few hundred for each trade. sweat.gif

Also the reason i liquidated all my UT holdings, it is just costing me too much to hold. Not to mention paying hundreds of dollars a year to FSM for it's platform fees.

This post has been edited by gark: Feb 8 2017, 07:20 PM
gark
post Feb 9 2017, 10:55 AM

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QUOTE(prophetjul @ Feb 9 2017, 08:15 AM)
Another thing to think about at my age is inheritance issues. ie If something should happen to me, how will my trustees handle my overseas assets since my children are overseas.  My guess is local Msia is easier to handle.
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It is not a problem... in your will just give the trading account login details. And also the ATM card or login details for the crediting MY bank account.

In case of inheritance, all they need to do is login, sell everything and credit the amount bank to MY bank which they can withdraw at their leisure. No messy lawyer or paperwork. tongue.gif

This post has been edited by gark: Feb 9 2017, 10:56 AM
gark
post Feb 9 2017, 10:57 AM

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QUOTE(prophetjul @ Feb 9 2017, 10:11 AM)
Mortgage Reits. 

Warning:  High Risk
There is another with even higher yield, 18%.  biggrin.gif
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Those come with default risk.. and it is not a reit, its a trust. It is A LOT more riskier.. tongue.gif
gark
post Feb 9 2017, 03:16 PM

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Singtel is going to list 75% of netlink, the biggest broadband provider in singapore. Excess cash recieved will be distributrd back to shareholders.

Sounds like good news for special divvy.
gark
post Feb 14 2017, 01:43 PM

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QUOTE(prince_mk @ Feb 9 2017, 04:55 PM)
Mortgage reits @ NYSE

Just itchy went and google the Dividend yield.

American Capital Mortgage Investment Corp 9.9%
American Capital Mortgage Investment Corp 11.2%
Annaly Capital 11.4%
Anworth Mortgage  11.6%
Blackstone Mortgage Trust Inc 7.96%
Capstead Mortgage 8.7%
Chimera Investment Corporation 11%
CYS Investments, Inc 12.7%
Dynex Capital 12.6%
Invesco Mortgage Capital 10.7%
MFA Mortgage Investments  9.9%
Pennymac Mortgage Investment Trust 11.3%
Redwood Trust 7.0%
Two Harbors Investment Corp 10.77%
Western Asset Mortgage Capital Corp 12.2%

The dividend yield is very attractive but the 5Y Net Dividend Growth could be negative. Omg. rclxub.gif

why the dividend yield is 10%+ but the 5Y Net Dividend Growth can be negative ? Can any sifu guide me abit.
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These are mortgage trust, they hold loans from 1000's and millions of house mortgage by individuals and collect interest/principal. If there are defaults, and also loan not being repaid monthly, will result in less income, less income means less dividend, lower dividend means lower price. That is why you see negative divvy growth but constant dividend.

These are more or less a REIT/trust form of CDS (Collaterised debt securities) which triggered the 2008 financial meltdown.

Be very very careful when you decide to play these mortgage trust and be sure the eye the default level. Some have much higher risk depending on their mortgage portfolio.

This post has been edited by gark: Feb 14 2017, 01:45 PM
gark
post Feb 18 2017, 11:41 AM

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QUOTE(Ramjade @ Feb 18 2017, 11:23 AM)
Not looking for construction companies. Looking for companies which already owned the stuff like PLUS, SMRT (before it was privatised)
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comfort delgro - taxi and bus
vicom - vehicle inspection
SBS transit - bus
Kepple infra trust - water and incinerator
Ausnet - electrical transmission

This post has been edited by gark: Feb 18 2017, 11:48 AM
gark
post Feb 21 2017, 06:54 PM

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QUOTE(Ramjade @ Feb 21 2017, 06:39 PM)
Guys want to ask if I buy other counters than REIT, will kena with holding tax by SG govt? If yes how much?
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Singapore dividend is now and forever tax exempt. This is because the tax has already been paid before declaring dividend.

This is different from SG REIT, as the tax is not paid before dividend, but is given exemption until 2020.
gark
post Feb 21 2017, 07:07 PM

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QUOTE(Ramjade @ Feb 21 2017, 06:58 PM)
So no need to fill up any income tax for SG?
Also do we need to declare the dividend earned from S-reits, SGX to malaysian govt?
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All also no need.

Foreign dividend/capital gain income is tax exempt in Malaysia.

Just enjoy your tax free money.. devil.gif

Keep your dividend slips tho as proof.. i have been questioned by LHDN before dry.gif

This post has been edited by gark: Feb 21 2017, 07:14 PM
gark
post Feb 21 2017, 07:23 PM

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QUOTE(Ramjade @ Feb 21 2017, 07:19 PM)
What's this dividend slips? Something like this?
user posted image
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Yes, that is proof of tax free income. brows.gif

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