Would like to emphasise this to readers again as before : stay the course .... dont panic. this time its NOT different
Dividend by month
1) singtel
2) sgx starhillg fct sphreit cmt capitacom mit suntec hsbank lian beng nam lee singpost
3) taisin hsbank petronas capitaretail pbb clp
4) hsbc dbs cimb
5) steng sgx uob sph starhillg fct sphreit cmt cdg hcg Singre teckwah mit sci suntec hlf ocbc ge ckh
6) netlink hsbank maybank petronas dbs hkland FLT clp
7) singpost tcil hsbc bochk
8) singtel plife suntec ocbc starhill sci steng fct singpost sphreit cmt ock capitacom siaen mit sats uob cdg sci ksh gpi dbs
9) hlf teckwah singre capitaretail petronas hsbank ge hsbc ckh pbb clp
10) sgx tcil lian beng hkland hsbc maybank bochk
11) taisin sgx spost starhillg fct cmt siaen mit suntec dbs netlink hsbc cimb
12) sph ksh ock sats ksh gpi petronas FLT clp
@ dividend paying might change a bit cos agm dates shifted due to covid 19.
Remarks:
I have reduced my singtel exposure, as going forward, i am getting less confident how the company is going to increase earnings and hence restore the fallen dividends, and now at 2500, there are ample opportunities to rotate out. 40B big telco ship to increase back to its former 60B cap, thats 50% gain,
and there are lots of hurdles, local as well as overseas to overcome. Its going to to be tough.
60B drop to current 40B is a drop of 33%, but to rise back to 60B its a gain of 50%.
Added more banks-local and overseas, such as bochk, pbb, cimb. Added CLP hk0002
Thought about adding Heinkein and Carlsberg My, as that would over whole of MY brewery, can the country stop drinking beer? But thought of garmen restriction and yoyoing of companies operation permissions, better not.
But might revisit this decision again later on.
Still much the same strategy during covid market downs as during normal times
- adding weekly
- doubling or even more during huge market downs
I have taken this chance of market 2500 to add even more, good blue chips like banks.
I am prepared if market falls, the extra dividends received will be used to add even more.
If market rises after this, at least i have already added. Even if it does to 2800 level, its still not expensive imo.
(all investments involves risks, including total capital losses and even getting in debt. please invest at your own risk)
Dividend by month
1) singtel
2) sgx starhillg fct sphreit cmt capitacom mit suntec hsbank lian beng nam lee singpost
3) taisin hsbank petronas capitaretail pbb clp
4) hsbc dbs cimb
5) steng sgx uob sph starhillg fct sphreit cmt cdg hcg Singre teckwah mit sci suntec hlf ocbc ge ckh
6) netlink hsbank maybank petronas dbs hkland FLT clp
7) singpost tcil hsbc bochk
8) singtel plife suntec ocbc starhill sci steng fct singpost sphreit cmt ock capitacom siaen mit sats uob cdg sci ksh gpi dbs
9) hlf teckwah singre capitaretail petronas hsbank ge hsbc ckh pbb clp
10) sgx tcil lian beng hkland hsbc maybank bochk
11) taisin sgx spost starhillg fct cmt siaen mit suntec dbs netlink hsbc cimb
12) sph ksh ock sats ksh gpi petronas FLT clp
@ dividend paying might change a bit cos agm dates shifted due to covid 19.
Remarks:
I have reduced my singtel exposure, as going forward, i am getting less confident how the company is going to increase earnings and hence restore the fallen dividends, and now at 2500, there are ample opportunities to rotate out. 40B big telco ship to increase back to its former 60B cap, thats 50% gain,
and there are lots of hurdles, local as well as overseas to overcome. Its going to to be tough.
60B drop to current 40B is a drop of 33%, but to rise back to 60B its a gain of 50%.
Added more banks-local and overseas, such as bochk, pbb, cimb. Added CLP hk0002
Thought about adding Heinkein and Carlsberg My, as that would over whole of MY brewery, can the country stop drinking beer? But thought of garmen restriction and yoyoing of companies operation permissions, better not.
But might revisit this decision again later on.
Still much the same strategy during covid market downs as during normal times
- adding weekly
- doubling or even more during huge market downs
I have taken this chance of market 2500 to add even more, good blue chips like banks.
I am prepared if market falls, the extra dividends received will be used to add even more.
If market rises after this, at least i have already added. Even if it does to 2800 level, its still not expensive imo.
(all investments involves risks, including total capital losses and even getting in debt. please invest at your own risk)
