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 SGX Counters, Discussion on Counters in the SGX

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TC-Titan
post Apr 13 2016, 05:30 PM

My Life for Aiur~!
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Joined: Mar 2014


Yay, managed to set up my foreign trading acc with PIBB. Hoooraah!
Will trade or invest if a "compelling" buy arises. So sifu sekalian, don't mind if I discuss some of the stocks that I'm interested in with u guys from time to time ya. biggrin.gif
TC-Titan
post May 5 2016, 04:28 PM

My Life for Aiur~!
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Joined: Mar 2014


Guy's any idea what happened to M1 Limited (B2F)? Share price has been declining since Apr'15 (about 40+%).
From the surface (financials and presentation slides), they seem to be doing okay.
Div yield and biz model looks attractive to me.

I am also taking a look at Singapore Exchange Limited (S68) and Singapore Telecommunications Limited (Z74).

I noticed SG counters seem nice to trade up and down haha
A number of good dividend paying counters too.
TC-Titan
post May 5 2016, 05:09 PM

My Life for Aiur~!
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QUOTE(yck1987 @ May 5 2016, 05:01 PM)
M1 share price drop drastically might due to 4th telco threat as they are the smallest telco company in Sg and biz model mainly is in telco, not like Singtel which has more diversify to other biz.

Btw, the forth telco seems to be firmed but winner is not the red-hot MR .

http://mustsharenews.com/circleslife-telco-sg/
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Thanks for sharing.

I noticed this:

QUOTE
Circles.Life is able to break the high barriers of entry into the telecommunications industry because Circles.Life has signed a leasing deal with M1.

From the looks of it, M1 should gain from this deal if they are leasing out their excess capacity for a decent profit margin.
Only issue I can think of would be whether Circles.Life may potentially eat up a huge chunk of M1's market share, which I'm sure they would have thought and strategise carefully enough on this before proceeding to help them out.

TC-Titan
post May 7 2016, 11:30 AM

My Life for Aiur~!
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Joined: Mar 2014


Motley Fool SG recently did two free write-ups on SGX (S68) and Raffles Medical (R01) as an intro to their Stock Advisor Gold subscription.

For details on their write-up can refer here: Motley Fool SG - Stock Advisor Gold

Charts
user posted image
user posted image

Question is whether the price now is fair in comparison versus their valuations & moats. Is there plenty of room for further growth and MOS.
TC-Titan
post May 13 2016, 09:48 AM

My Life for Aiur~!
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820 posts

Joined: Mar 2014


QUOTE(prophetjul @ May 13 2016, 09:45 AM)
Did the low down 3 times in my investing life

2 in Msia.  0.80 in 2009 became 4.88 in 2014.  0.80 in 2009 became 5.50 in 2014
1 in US.  This is the bestest.  USD1.40 in 2002 became USD43 in 2011!    biggrin.gif
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That's very nice! rclxms.gif Good job!
What are their stock names?
TC-Titan
post May 13 2016, 10:00 AM

My Life for Aiur~!
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Joined: Mar 2014


QUOTE(prophetjul @ May 13 2016, 09:52 AM)
Msian stocks were Coastal and Pintaras Jaya.

US stock was SLW oe Silver Weaton
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Well done! You must be very patient for being able to invest in those stocks up to their fullest potential.

 

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