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.

I just sold my Singtel share to lock profit and only keep M1 waiting to chiong up. starhub is a good choice too looking at its consistent div.

Congrats,... YCK,..yes, do look at Starhub this evening,...

Starhub has just uploaded its quarterly report,....

http://www.zdnet.com/article/starhub-raise...t-by-just-sg1m/


and Share price drop .16 today!!!!

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.

anyone nibbling? drop 6% as in now. Bro Hansel, what ya think? but price seems still at high side looking back at the chart.

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

This post has been edited by Hansel: Feb 17 2016, 07:11 PM

Wow Must be one of your best counters that u hold and I rmb SH did paiying dividend consistently for the past few years.

Is time to hoot more on Kep Corp? My target to re-enter at $4.50

This post has been edited by yck1987: Feb 17 2016, 10:05 PM

Hi bro YCK,.. yes, SH is quite a gem to me,... can't really get rich from it, but just for the quarterly 'salary' only-lar,...

KepCorp - still hard to say, because even if oil price recovers, Sete Brazil is still a big drag on its performance. Go fro the banks first-lar,... the banks will be the first to recover when energy mkt turns around. KepCorp - still have time...I think,...

Thanks for your comment. I will stay put on my banks counter and hope for the best to come.

What is your strategy then? Any counters that u have collected during the correction since early of the year?

I am still trying to diversify a bit more, I feel my portfolio of stocks is still too concentrated. Over the past 1.5 mths, I have dded Ascott Residence Trust (to get into housing trust) and I have recently added HPH USD (to get more exposure into USD-denominated holdings).

Now aiming to get into OCBC. I saw some of their financials, looks good for this type of environment. Better than UOB's,.... Other than this, I am watching closely what oil is doing....

Added further of Ascott Residence Trust today. HOme prices in The USA are starting to climb, this shuld bode well for ART since this trust has started to venture into the US mkt (from,... I think JUly last year when she bought some high-end props in NY City).

Sorry, have decided to top-up on KepCorp too, personal reasons...because my Average Price is high. I observed that KepCorp moves very much in tandem with oil price.

And since oil price is not only affected by the Supply and Demand equation, there is a chance for oil price to climb WHEN the powers-in-charge decide that oil price SHOULD CLIMB. And with the climb in oil price, so will the price of KepCorp. I just can't afford to let KepCorp run off too far. I need to average down in order to enjoy yields above 7% when everything recovers. Target is 7.5%,.. even if it drops back, can still get 6.8% to 7%, at worst.

KepCorp would still have that problematic non-paying client called Sete Brazil. But KepCorp is not SembCorp, because KepCorp is more nimble, and has different lines-of-business. I still have faith in KepCorp. Secondly, I have a feeling that all of Sete's problems will go away when the powers-in-charge in the oil industry can come to an agreement. Reading through a lot of rumour and 'gossip' materials today signal this to me. Sometimes, it's good to pickup from such materials from the industry.

I am still eyeing OCBC though,... I said earlier that my TA said in the short term, if OCBC dips beneath 7.50, then it would be a Good Buy,.. I missed that level . But I'm glad my analysis enabled some forummers here to buy,... I think it was Prince or Bro YCK who managed to buy below 7.50...around 7.45 I believe,...

Good call there,....

but.. but.. Bank yield currently quite low as compared to Reits.

TQ Hansel.. i will consider Ascott REsidence Trust.

Their main concentration of property is in Japan... 33 units. and USA only 1 unit...

This post has been edited by elea88: Feb 18 2016, 09:06 PM

http://www.businesstimes.com.sg/banking-fi...eepening-issues

for OCBC fan club members.... haha

Thank you, Elea for the previous two replies,...

Elea,...you are absolutely correct on that point, which is also a pull-factor for me whenever I feel like going into the banking stocks. But,...my investing instincts tell me that we still need to have more sturdy counters, and Sgp banks can be regarded as being sturdy enough, reputed to be the strongest in the world. Among the three banks, OCBC happens to be the one which yields the highest now, and if you look at its dividend history, the payout is on a consistent rising trend.

I have plotted the TA for the three banks with a time period from 2008 till now, and the have decided that the first level to buy would be 7.50 for OCBC. Sadly,..I am nit confident that OCBC's price can retrace much further down from 7.50, not in the medium term.

And,...2007/8 levels will be highly impossible to attain.

Edited by adding : Haha,..I just read your articlein the Business Times after finishing the above input. There have been reports saying that OCBC is affected by this and by that, however, the price just refused to fall enough for me to go in... Still waiting....

At a price of 7.88 today, the yield is at :-

1) 4.31% if the payout is at 0.17 Cts and 0.17 Cts.

2) 4.44% if the payout is at 0.17 Cts and 0.18 Cts, and

3) 4.57% if the payout remains similar to last year's, ie at 0.18 Cts and 0.18 Cts.

This post has been edited by Hansel: Feb 19 2016, 11:16 AM