Yeah,.. but I see that all are up, with the biggest percentages enjoyed by O&G counters. But I think KepCorp will drop backby tomorrow,... Sete Brazil has an important mtg on Thursday....

First REIT and Parkway Life REIT in the SGX.

Just returned from the FY2015 AGM for Frasers Centrepoint Trust - overall,... very positive, and very confident. Worst performance last year was Bedok Point, and the mgr has plans to turn this around.

No mention at all of the current economic situation possibly pulling-down her performance for FY2016.

BUY !

Not really, overall, myportfolio is very much still in the green. What about all the dividends that I have collected last year ?

Parkway Life REIT uploaded their reports yesterday at 8.15pm.

1) DPU increased from 2.90 Cts per unit (Q4 2014) to 3.37 Cts per unit (Q4 2015). Minussing out a one-off gain in the DPU of 0.38 Cts per unit, the DPU for Q4 2015 = 2.99 Cts per unit, still an increase compared to 2.90 Cts per unit for Q4 2014.

2) DPU for Q4 2015 was 3.37 Cts per unit, but can't recall if there was any one-off gain for that quarter. Perhaps there is,... because of the reason for the one-off gain is from a divestment of some Japanese properties.

3) The CEO said : This marks the ninth consecutive year of growth since 2007, and once again demonstrates the success of the REIT’s resilient model.

4) Interest rate has been hedged for 93% of the loans,...this is good. If interest rates increases in the immediate future, this REIT will not be shaken suddenly,.. and will have time to adjust slowly to such increases.

5) The CEO is of the view, moving forward : The healthcare sector will remain resilient due to the strong demand for high quality healthcare driven by growing affluence and ageing population in the region.

6) Provided that this REIT is not 'shifted' to another country, say,... Msia, then there is a lot of future to stay with this REIT.

I will continue to hold this REIT !

Hi yck,... I laid down some ideas because SGD is needed in order to buy more counters in the SGX  ...

Yeah,...I must admit that I feel the same as you do too, seeing the SGD plunged to 2.90 level, but in a way, we have to feel good too, because this gives us a chance to buy the SGD cheaper. If I/we are of the view, the long term view,.. that the SGD is still the currency that is more resilient, then we must carry the conviction and the confidence to load-up more of the SGD. Short-term dips of the SGD must be treated as windows of opportunity for us to convert over. Emotional pressure due to short term events must be offset at all cost,...unless, of course, we tell ourselves that the MYR has actually regained its true fundamentals, and IS THE currency to go with.

Need for funds for the coming CNY next week is a short term event,...

So,.. steady, my friend,...

  could be a case of the rising tide carrying all boats up,... SGX-ST is heavily green today. 

Okay,... confirmed rate at 2.9400. Rested mind if further drops should occur in the short term.

And as we speak, the curve on the SGDMYR chart keeps climbing with higher lows and higher highs. The window to convert is slowly closing, after the Budget REvision and that blip in oil price.

Now must wait for the next catalyst to open the window again.

After this, back to the plunging STI again,...

By the way,... just a tip here, for forummers who are keen to open trading accounts with lower charges, they should consider The Standard Chartered, Singapore. For each transaction, the charge is only 0.20% flat on the transaction amount.

There will be a tiny fee called the SGX Clearing Fee, 0.0325% added onto the transaction amount too.

This account is good for beginners.

sgx +2.5% today.

some counters up 5-6%.

gong xi fa cai!

Hi Prince and everybody,... Gong Xi Fa Cai, and May you all thrive with The Year of The Monkey ! 

Yes, I would start to accumulate slowly in OCBC from now, especially everythime it drops below the 7.50 mark.

Was in Australia, and bought the Aus Fin Review many timies. Caught news many times that Aus is trying to becomes a Financial Hub, and in order to do this, they must compete with SG and HK. Hence, I suspected that some news which indicate to be undermining the strengths of the financial sector of SG and HK may be targetted towards persuading institutional investors and regional HNWIs and UHNWIs to move their assets over to Sydney.

I would treat those news by the AFR cautiously. ... To m, no problems at all with the three SG Banks.

I only started since few weeks ago. but last Friday, I managed to buy some OCBC at 7.45 and I think it is a good buy.

what other bank counters in your basket? dbs? uob?

For those who wish to accumulate some telco stocks, today is a good day to look at telco. Starhub is reporting today, after trading hours. The dividend has been consistent in Starhub - 5 Cts per quarter, 20 Cts per year.

This dividend policy was started a few years ago, after they lost the rights to the Barclays Premier League to Singtel.

Referring to Starhub's reports, the reason for the displeasure from the market today is probably due to the drop in the Free Cash Flow (FCF) for this period compared to the previous period, be it last quarter or from the 2014 Financial Year. Most of Starhub's investors are longterm dividend investors, hence FCF is an important metric in their scannings.

Hi bro,...I'm afraid I can't. I am already holding 26000 shares now and my ave price is $3.066. I need to diversify, and furthermore, my ave price is too low for me to average down ! I'll have to be happy to get the divvy,...

There are signs from the oil industry that players are willing to come together for mutual objectives. This would be the start of 'oil-bottoming'. With oil-bottoming, equities around the world will start to turnaround.

Investors who managed to buy OCBC below $7.50 made a great decision.

Edited : Oil could be bottoming soon. The first signs are here : https://forum.lowyat.net/index.php?showtopi...&#entry78746115