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 SGX Counters, Discussion on Counters in the SGX

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prince_mk
post Apr 17 2016, 02:25 PM

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anyone follow this portfolio ? I dont think I have that much to build such portfolio. like wanna take ages.

http://ghchua.blogspot.my/

Top 30 Holdings (Sing$ Denominated shares)
1. United Engineers
2. Jardine C&C
3. Metro Holdings
4. Bonvests
5. Sarine Technologies
6. Haw Par
7. Hong Fok
8. SGX
9. Hotel Grand Central
10. A-REIT
11. Singapura Finance
12. Hotel Royal
13. The Hour Glass
14. UOL
15. Hong Leong Finance

This post has been edited by prince_mk: Apr 17 2016, 02:26 PM
prince_mk
post Apr 17 2016, 04:41 PM

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QUOTE(Hansel @ Apr 17 2016, 03:01 PM)
I followed GH's investments when I first started many years ago. We talked a lot in the Channel News Asia forum back then,...he holds 100's of counters,... madness,... biggrin.gif
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I cannot afford for such portfolio. any blog that you can recommed for beginner like me tongue.gif
prince_mk
post Apr 17 2016, 04:56 PM

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QUOTE(Hansel @ Apr 17 2016, 03:01 PM)
I followed GH's investments when I first started many years ago. We talked a lot in the Channel News Asia forum back then,...he holds 100's of counters,... madness,... biggrin.gif
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I cannot afford for such portfolio. any blog that you can recommed for beginner like me tongue.gif
prince_mk
post Apr 18 2016, 09:54 AM

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QUOTE(Showtime747 @ Apr 17 2016, 10:44 PM)
Got a few Sg dividend warrior blog you can refer to, right ? Google can get. Or go Sg version of LYN...
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Boss

Got Sg version of LYN?
prince_mk
post Apr 18 2016, 01:49 PM

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QUOTE(davidcch07 @ Apr 18 2016, 11:09 AM)
hardware zone  tongue.gif
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Thanks. Have u started rolling the ball?
prince_mk
post Apr 19 2016, 08:36 PM

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QUOTE(Hansel @ Apr 17 2016, 01:20 PM)
HPH Trust will be exciting,... but the gem of the AGM Season will be in KepCorp's on Tuesday. Many investors will be there - locals, internationals, retails, institutionals, corporate representatives, HNWIs,... all of them,...all will sit together, and come together for a common objective - to succeed in investing our funds.

Questions will be asked by all,...and will be heard by all, all the major presses from around the world will be there.
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In anticipation of interest rate normalization in the near future, HPHT seeks to lower its Consolidated Gross Debt to EBITDA ratio to 4x, as opposed to the 5x guideline set previously. This necessitates repayment of a minimum of HK$1bn of debt annually beginning in 2017, for five years.

This is ~HK$600m above the mandatory amortization of the debt currently being paid yearly. HPHT’s debt restructuring is expected to reduce total consolidated debt from HK$33bn to HK$28bn in 2021. This is expected to reduce interest costs going forward.

For FY16 DPU, the management has left guidance unchanged at 30 to 32 HK cents. Our FY16 DPU forecast remains at 31 HK cents. We maintain HOLD with a fair value estimate of US$0.46.
prince_mk
post Apr 19 2016, 08:37 PM

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QUOTE(prophetjul @ Apr 19 2016, 08:39 AM)
Syariah too many restrictions to property use may be the reason!    biggrin.gif
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smart move prophetjul. I also will take note on shariah based reits.
prince_mk
post Apr 19 2016, 08:38 PM

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Keppel Corporation: Driven by property sales in China

Property now accounts for 47% of net profit

The O&M division secured S$0.2b of new orders YTD, and its net order book stands at S$8.6b. Given the dim sector outlook, we expect continued right-sizing of its operations, while pursuing opportunities in niche markets and in non-drilling areas.

Overall, property contributed most to net profit in 1Q16 with a 47% share, followed by O&M’s 45%, and we expect the divergence to increase.

Meanwhile, the group’s net gearing rose slightly from 0.53x to 0.56x in 1Q16. Finally, we update our values for the O&M and property segments, as well as the market values of the group’s listed entities, such that our fair value estimate rises from S$5.07 to S$5.57. Maintain HOLD.

This post has been edited by prince_mk: Apr 19 2016, 08:38 PM
prince_mk
post Apr 20 2016, 07:44 PM

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QUOTE(Hansel @ Apr 20 2016, 11:55 AM)
I am thinking of recommending to my nominee bank to divest all holdings of Cache,...
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Bro Hansel,

Meaning now is d time to let go Cache?
prince_mk
post Apr 20 2016, 08:58 PM

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QUOTE(Hansel @ Apr 20 2016, 08:56 PM)
Doesn't look promising anymore. But that's just my analysis,... my nominee bank may not agree with me, and other HNWIs in private banking may still choose to hold-on.

At any rate, there are better and less risky counters out there compared to this.

Some corporate representatives that I spoke with have started to agree with me. Make you decision, man,...
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Hansel,

what make you have influence to the nominee bank? I m confused. I thought you are retail investor like me smile.gif
prince_mk
post Apr 21 2016, 07:49 PM

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QUOTE(prophetjul @ Apr 21 2016, 09:13 AM)
He is a investment banker    biggrin.gif
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wow.... someone professional is here with us. no wonder he talked like one.

thanks for sharing with us.
prince_mk
post Apr 21 2016, 07:50 PM

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Sorry, just wan check with you guys.

which online Msia trading account is cheap and easy to use ?

can recommend ? does SC Msia offer online trading ?

thanks.
prince_mk
post Apr 22 2016, 09:22 PM

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QUOTE(Hansel @ Apr 22 2016, 06:02 PM)
Forummers,...Sete Brazil has been given the option to undertake a 'liquidation exercise' - what said in the above has come true  sad.gif  sad.gif  sad.gif

This news appeared one after the KepCorp AGM,... sad.gif  sad.gif  sad.gif

It was reported in The Business Times today that KepCorp (and SembCorp) are considering to declare a higher provision for impairment in their books. I mentioned $4Bil in their AGM - let's hope this statement DOES NOT come true.  sad.gif  sad.gif  sad.gif
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Hansel,

we better adopt wait and see strategy. dont over react.

what do you think?
prince_mk
post Apr 25 2016, 07:54 AM

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QUOTE(Hansel @ Apr 24 2016, 02:47 PM)
Well, objectively, if we are to look at this as a good chance for an entry point, then we should get ready to go in. For KepCorp, the saying of : buy when there is blood on the streets can be used. Now, there is blood on the streets. I wouldn't say this for too many other counters.

The above saying can only be used for counters that will be able to 'come back'. For many counters, when there is blood on the streets, they perish into the horizon, and they never come back.
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Yeah buy those after bloody on the streets that may come back. The fundamental of the company is very crucial.
prince_mk
post Apr 26 2016, 01:44 PM

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QUOTE(Hansel @ Apr 25 2016, 11:52 AM)
Yes, doing the same here too, bro,... smile.gif
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Keppel corp is down down and down. Wait till it stables first?
prince_mk
post Apr 27 2016, 03:08 PM

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Hansel

I agreed. Hence i buy in low volumes seeing the price falling downtrend. Wow no wonder you are so knowledgable. You are professional investment banker!

This post has been edited by prince_mk: Apr 27 2016, 03:09 PM
prince_mk
post Apr 27 2016, 07:43 PM

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QUOTE(Hansel @ Apr 27 2016, 06:33 PM)
I see that there is a heavy support building beneath the price line in the coming days. Barring any further 'negative' news, the floor is approaching for KepCorp.
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Hansel,

then tmrw I can collect some more. Hope to hear frm u too.
prince_mk
post Apr 27 2016, 08:03 PM

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QUOTE(Hansel @ Apr 27 2016, 07:56 PM)
Bro,.. I am delighted with your great confidence in my judgement, however, do put on some thinking caps on your side too. I wouldn't want to drag everybody into the water with me if I'm wrong,... biggrin.gif
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Hansel,

I m definitely did some study on this company too. Your judgement is another factor to support my thinking too.

dont worry, I din put all eggs in one basket. smile.gif we can always in the winning side but we can try to reduce the risk of losing.

starting this year, I do value all your sharing and insights. and I believe your judgement does make some sense too.

tongue.gif Hope to meet you up one day in KL.

This post has been edited by prince_mk: Apr 27 2016, 08:10 PM
prince_mk
post Apr 28 2016, 11:24 AM

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QUOTE(Hansel @ Apr 28 2016, 10:31 AM)
Bro,... KepCorp is indeed RUNNING AWAY. The price pressure points on my charts are turning out to be RIGHT ! I have not bought enough too,........... sad.gif
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Rule of thumb : Dont be greedy. smile.gif me also. I have not buy enough too.

I m happy with your insights sharing.

What is next ? Aimsamp?


prince_mk
post Apr 28 2016, 07:01 PM

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QUOTE(Hansel @ Apr 28 2016, 05:17 PM)
I wondered if Malaysian investors who have accounts with Standard Chartered Sgp can apply for the upcoming Manulife US REIT IPO ? It will be a good exercise to go through this one round.

So,... Manulife US REIT -

1) American REIT, from a matured REIT mkt.

2) Riding on the recovering US economy.

3) Divvy collected in the USD which is anticipated to strengthen in the near future vs the SGD with the rate hike.

4) Backed by a strong sponsor, the Manulife Insurance Company, very big in Canada.

5) Looking at recent acquisitions by some REITs in Sgp, like Ascott Residence Trust, where their newly acquired US assets are starting to yield, things look bright with US assets.

6) Big cities where the assets are located in.

7) Denominated in the USD, giving us a chance to invest ur USD, and not to hold USD cash only, yielding more than 6% per annum in 2016.

Any others ?

Downside - not tested yet in this part of the world,...Any other downsides ?
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Hansel,

are you going in this ? let us know in advance

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