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 SGX Counters, Discussion on Counters in the SGX

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AVFAN
post Sep 29 2015, 06:40 PM

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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
AVFAN
post Sep 30 2015, 01:52 PM

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QUOTE(Hansel @ Sep 29 2015, 06:58 PM)
Please give your inputs too, bro,...  rclxms.gif
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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...
AVFAN
post Sep 30 2015, 02:17 PM

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QUOTE(Hansel @ Sep 30 2015, 02:12 PM)
Wouldn't you want to diversify into some SG dividend stocks too ?
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no.

i have too much to read and monitor just for sgreits, us equities and crude.

can't deal with more, not even bursa stuff! laugh.gif
AVFAN
post Oct 14 2015, 10:55 AM

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QUOTE(Hansel @ Oct 14 2015, 10:39 AM)
I was waiting to go into more SGX dividend counters and selected REITs today, thinking that the mkt will fall after the ann't of a technical recession by the Monetary Authority of Sgp (MAS).

The STI performed the contrary by rising instead of falling just like the other bourses around region.

Let's see what happens later on,.... Market is unpredictable.
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i remember a few months ago, the expectation was weakness and looming recession with several reports were pointing to mas targeting usd/sgd 1.40.

it went to 1.43 at one stage where i last bought some sgreits.

now, avoiding a technical recession, chances are 1.40 will be about right.

sgd/rm now 3.025.



what dividend stocks are u looking at now?
AVFAN
post Oct 30 2015, 06:39 PM

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QUOTE(Hansel @ Oct 30 2015, 05:43 PM)
Recovered today from noon to ard $1.25, then closed at $1.24. Let's see what ann'ts appear from AW9U and LMIRT on Monday, November 02, if any.

Steady.
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QUOTE
Mr James Riady said : "Because of the government policy, we think Indonesia has very good potential for REITs,".

He did not mention that he will shift the two currently existing REITs to the JSE. He may be thinking about setting-up new REITs for his other properties in Indonesia.


http://www.theedgemarkets.com/sg/article/f...-reuters-report

this riady guy is either testing for reaction for hidden agenda or an idiot, should know how to communicate better and more responsibly.

i have lost faith in INDON equities.

This post has been edited by AVFAN: Oct 30 2015, 07:00 PM
AVFAN
post Oct 30 2015, 09:04 PM

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QUOTE(Hansel @ Oct 30 2015, 07:58 PM)
Hi AV,... agreed. With my analyses in-place, let's see what happens. Reactions in the coming days and weeks from the SG market as a whole and the worldwide investors of First REIT will give a clearer picture of what's coming.

Steady,...
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the thing is it's been more than than 2 days since he made that statement.

it cannot be without reason that he and his office chose not to correct what he said.

speaks volume of the man.
AVFAN
post Oct 30 2015, 09:24 PM

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QUOTE(Showtime747 @ Oct 30 2015, 09:18 PM)
And SGX never question the managers of both Reits too. There should be a filing with SGX (or clarification) with such material announcement by the group CEO
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that too.

somebody need to be sacked!
AVFAN
post Nov 2 2015, 02:01 PM

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QUOTE(Hansel @ Nov 2 2015, 11:52 AM)
I'm sorry,... I have not counted yet,... I have got my hands full with Saizen REIT and First REIT.  smile.gif

On a very broad-based strategy, I would say the move now should be to hold back our purchases. The Feds are hinting again of a rate hike in mid-December - the mkt will look at this and chances are it will drop further. At this time, for whatever funds we have available, out it into Sgp FD first.

Accumulate bullets, 'when the prices have dropped sufficiently', then buy-up the targetted counters.

If we can enter at a good price, even if the dividend drops, the yield will still be acceptable.
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this round, i am with you.

i am not buying anything new after selling some in sgx and nyse.

will keep my head down and see what happens by Xmas.

let's shout if we think it is time to buy! laugh.gif


AVFAN
post Nov 9 2015, 05:10 PM

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i like this JUMBO story!

sgd40 mil cap of chili crabs, bakuteh and ramen. thumbup.gif

QUOTE
Jumbo Group Ltd., a Singapore-based operator of chili-crab restaurants, surged in its trading debut after selling shares in the city’s biggest initial public offering this year to investors including a Temasek Holdings Pte unit and Osim International Ltd. Chairman Ron Sim.
The shares rose as much as 58 percent to an intraday high of 39.5 Singapore cents before trading at 36.5 Singapore cents as of 11:26 a.m. in the city-state. Jumbo sold shares at 25 Singapore cents each in its IPO, which raised S$40 million ($28 million) from investors including Heliconia Capital Management Pte, a unit of the Singapore state investment firm.
http://www.bloomberg.com/news/articles/201...n-trading-debut

user posted image


This post has been edited by AVFAN: Nov 9 2015, 05:10 PM
AVFAN
post Nov 9 2015, 10:46 PM

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QUOTE(elea88 @ Nov 9 2015, 07:47 PM)
after sale of FIRST REIT, what u getting?

JUMBO?.... Food items recession proof.. haha
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no jumbo, that was for fun. biggrin.gif
AVFAN
post Nov 11 2015, 08:03 PM

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QUOTE(Hansel @ Nov 11 2015, 07:36 PM)
I'm still watching Frasers Centrepoint Trust and Keppel Corp. Keppel DC REIT is a 'boutique' REIT that I'm looking at too. It came out in the Business Times last week that the non-traditional REITs are slowly finding their ways into the SGX.

Perhaps investors should have a look at non-traditional, boutique REITs too.
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i reserved my last bullets for Keppel DC.

will see if i get the chance...
AVFAN
post Nov 11 2015, 08:44 PM

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QUOTE(Hansel @ Nov 11 2015, 08:28 PM)
What are your opinions of KDC ?  smile.gif
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u and vector already said, no need my comments. laugh.gif
AVFAN
post Nov 18 2015, 05:21 PM

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i've been waiting for singtel to go to 3.60.

no chance, so far...

AVFAN
post Nov 27 2015, 11:13 PM

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QUOTE
Singapore Banks Face Risk From Weaker Credit, FX Moves: MAS
Chanyaporn Chanjaroen  Christopher Langner
@Asia_G3
November 27, 2015 — 12:00 PM MYT Updated on November 27, 2015 — 1:33 PM MYT

Weaker corporate balance sheets and currency market volatility pose risks to Singapore lenders, though the local banking system remains resilient, the Monetary Authority of Singapore said Friday.
Non-performing loans have increased, and moves in emerging Asian currencies "could exacerbate foreign currency mismatch risks for banks in Singapore," the Singapore central bank said in its annual financial stability report.
"The turning credit cycle poses risks to Singapore’s banking system. Asset quality remains healthy, but there are signs of increased credit risks alongside weaknesses in corporate balance sheets," the MAS said.
The non-performing loan ratio among Singapore banks rose to 1.5 percent in the third quarter of 2015, from 1.1 percent a year earlier, the central bank said. Bad loans have risen in the manufacturing sector, and banks with exposure to trade may see higher credit risks, the monetary authority said.
“It is important for our financial sector to continue to be vigilant to new or growing risks as highlighted in the report as external headwinds and contagion risks have intensified,” MAS deputy managing director Ong Chong Tee said. However, the report also demonstrates that Singapore’s banks, companies and households are “resilient to potential vulnerabilities and shocks,” he added.
http://www.bloomberg.com/news/articles/201...-moves-mas-says
This post has been edited by AVFAN: Nov 27 2015, 11:14 PM
AVFAN
post Dec 3 2015, 02:24 PM

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been waiting to buy a bit more singtel.

looks stable now at 3.80-3.82, no chance to get cheaper for weeks now.

dividend ex-date is 21 dec, fed meeting outcome dec 17 early morning.

if wait for fed, must buy on dec 17-18 to get the dividends.

buy now or wait after fed meeting? hmm.gif




AVFAN
post Dec 13 2015, 11:41 PM

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QUOTE(Hansel @ Dec 13 2015, 10:05 PM)
Hi,...yeah, am watching FCT closely,... coming week is finally the week for the US rate hike,... the time has finally come. Buy if there is any knee-jerk reactions from the rate hike on the coming Thursday morning.
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i am expecting increased volatility mon-fri.

every small bit of news will send jitters everywhere.

continuous falling crude prices is driving us stocks last few days which in turn will drive other bourses.

fed news on thu morning will add fuel to the crude saga, ring loud until fri closing.

not sure if it is a good time to buy or sell anything but will be something colorful to witness, i think. biggrin.gif
AVFAN
post Dec 15 2015, 11:14 AM

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QUOTE(yck1987 @ Dec 14 2015, 07:23 PM)
I sked miss the boat , so I fired slowly.
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this thinking has some merit.

i actually want to buy now but what i want is NOT getting cheaper!! laugh.gif

even at 10% chance, fed may NOT raise rates after all or raise by smallest amount with very dovish comments. that will send equity and commodity prices higher.
AVFAN
post Dec 22 2015, 10:49 AM

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bad news for sgx...

QUOTE
Singapore Stock Losses Set to Rival Greece in 2015

December 22, 2015 — 7:57 AM MYT

Banks, commodity companies at risk from slowing China growth
Straits Times Index's drop is almost triple the rest of Asia

Singapore’s stocks are set for a 15 percent tumble this year, putting them in the same league as Greece. Baring Asset Management Ltd. and UBS Group AG say shares need to get even cheaper before they’re prepared to buy.

http://www.bloomberg.com/news/articles/201...es-little-value

AVFAN
post Dec 22 2015, 11:21 AM

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QUOTE(prophetjul @ Dec 22 2015, 11:07 AM)
Good news for cash rich pipu!  biggrin.gif
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problem is like oil, no idea when it will bottom.

with commodities and china expected to be slow and low for some time, it gets jittery.

profits falling, rates rising, bad debts rising... and we haven't seen any major collapse anywhere yet.

best to stick to low risk ventures at this time. biggrin.gif
AVFAN
post Dec 22 2015, 11:43 AM

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QUOTE(prophetjul @ Dec 22 2015, 11:30 AM)
What low risk ventures?  drool.gif
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good issue to discuss at this time!

instinctively, i think of avoiding, anywhere:

1. oil & gas equities
2. high yield dividend stocks
3. anything commodity based

that leaves me with a balanced act of fixed income and reits. laugh.gif

i looked at the past year how my ventures in local, sg and us markets went.

it is clear regular stocks and etf's anywhere lost capital. only reits, fd and fx gains provided cushion.

that was 2015. i see no difference for 2016.

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