Dividend by month
1) singtel
2) fcot sgx capitacom lian beng starhillg fct sphreit cmt
3) spost taisin lippo
4) roxy
5) fcot steng sgx uob sph starhillg fct sphreit cmt cdg hcg lippo
6) tcil ocbc lkh
7) singpost
8) fcot singtel plife ocbc capitacom starhillg sci steng fct singpost sphreit cmt lippo
9) uob tcil cdg
10) sgx lian beng
11) fcot taisin sgx spost starhillg fct cmt lippo
12) sph sats ksh
Remarks:
my comments:
Singtel. steady blue chip counter which gives dividend in jan and august. august dividend maintained at 10.7c.
Comfortdelgro. a transport giant. distinct pattern of raising dividend. like singtel, cdg has also gone global. vesting in this would mean having interest in its transport business in different parts of the world. investing in this means indirectly investing in vicom and sbs. Not sure why the market is selling this counter down. if the earnings and dividends can be maintained, this sell down is uncalled for.
Singpost. we can see changes in top management taking place. its one proxy to invest in ecommerce and elogistics. just got to be patient on this one. it cannot go bust right?
Taisin.holding on to a small number of shares. most of it divested as it appears overvalued to me at this sort of price.
Roxy. barring unforeseen circumstances, it should be a winner in excess of 5 years. take a walk around marine parade area and one can see that the upcoming mrt is just literally in front of its hotel and roxy square assets.
lian beng. deeply undervalued. of course we wont expect it to trade at nav, but its discount to its nav and its low pe appears attractive. lots of hard asset backing and recurring income. its contract works will keep it busy and provide income till 2021. Another big venture announced lately in a hougang en bloc project.
low keng huat, another deeply undervalued counters. revamp of paya lebar area will give it a boost. slow and steady counter. won perumal site bid, this is in close proximity of farrer park mrt. it probably will hold the ground floor units for recurring income, as in the case of plsq.
Another steady ship. 4c dividend declared. nav up to 90c, cash plus deposits equals 1/4bil, so much of the company is actually cash.
tcil, each passing year represents an increasingly wide pb gap. lots of hard asset backing but no clue when would it be unlocked. more than 10 acres of freehold land in singapore in its books. hk3.5b worth of japan equities. amongst its assets. dividend hk0.07 declared on eps 9c. more tan chong added from my dividends at around 2.40hkd, which is deemed very cheap. to buy a cheap stuff and still enjoy dividend cannot be a bad thing.
sph. fighting digital disruption. downside will be limited by its real estate and cash.
hotel grand central, which imo is a discount to its hard assets. if you trace it to its beginnings, you would have seen it growth in the number of hotels over the years. shareholder friendly is definitely a plus, as can be seen as a willingness to increase dividends when earnings permit. compare and contrast this with hotel royal. will get scrip.
banks. ocbc and uob, provide steady may and august/sept dividend. ocbc's 'hidden' 1b assets provides much comfort in holding it, while uob family conservatively run style provides safety. both has discernible dividend rising trend. getting scrip for uob
sgx. singapore as SEA financial hub now and in the future holds a lot of promise to this counter. 4x a year payout is definitely pleasing. current and historical average yield is a tad low though.
ksh. to me its overvalued. market is pricing it too high. it has lots of jv and its gao bei dian project will take years to happen and years before earnings happen and hence years before increase in dividends take place.
sats. 4th 5th terminal coming up should keep this company with lots of people to feed and things to manage.
sph reit. stable dividend churner.
frasers reits, starhill and parkway life. business as usual.
St E. One of my long term holdings. steady big ship cruising along. Another blue chip which has gone across the globe to usa.
lippo malls. high yield because of its geographical risk i suppose but adding this reduces my own risk to my current portfolio.
Overall,
nothing fanciful and nothing new: dividends received will be used to reinvest in the same counters and/or the counters which are about to pay dividends soon.
No further input is necessary. Portfolio creates the income every month and gets reinvested. One reinvestment move means one more continuous stream of income in the future.
Market up or down doesn't matter too much, in fact is not a bad thing after all. Dividends provided new cash flow as compounding and dollar cost average tool.
DON'T FORGET TO ASK YOURSELF THESE QUESTIONS:
1) WILL THIS COMPANY GO BUST IN 10 YEARS?
2) WILL THIS COMPANY STOP DIVIDENDS?
3) WILL THIS COMPANY STOP INCREASING DIVIDENDS OVER TIME?
1) singtel
2) fcot sgx capitacom lian beng starhillg fct sphreit cmt
3) spost taisin lippo
4) roxy
5) fcot steng sgx uob sph starhillg fct sphreit cmt cdg hcg lippo
6) tcil ocbc lkh
7) singpost
8) fcot singtel plife ocbc capitacom starhillg sci steng fct singpost sphreit cmt lippo
9) uob tcil cdg
10) sgx lian beng
11) fcot taisin sgx spost starhillg fct cmt lippo
12) sph sats ksh
Remarks:
my comments:
Singtel. steady blue chip counter which gives dividend in jan and august. august dividend maintained at 10.7c.
Comfortdelgro. a transport giant. distinct pattern of raising dividend. like singtel, cdg has also gone global. vesting in this would mean having interest in its transport business in different parts of the world. investing in this means indirectly investing in vicom and sbs. Not sure why the market is selling this counter down. if the earnings and dividends can be maintained, this sell down is uncalled for.
Singpost. we can see changes in top management taking place. its one proxy to invest in ecommerce and elogistics. just got to be patient on this one. it cannot go bust right?
Taisin.holding on to a small number of shares. most of it divested as it appears overvalued to me at this sort of price.
Roxy. barring unforeseen circumstances, it should be a winner in excess of 5 years. take a walk around marine parade area and one can see that the upcoming mrt is just literally in front of its hotel and roxy square assets.
lian beng. deeply undervalued. of course we wont expect it to trade at nav, but its discount to its nav and its low pe appears attractive. lots of hard asset backing and recurring income. its contract works will keep it busy and provide income till 2021. Another big venture announced lately in a hougang en bloc project.
low keng huat, another deeply undervalued counters. revamp of paya lebar area will give it a boost. slow and steady counter. won perumal site bid, this is in close proximity of farrer park mrt. it probably will hold the ground floor units for recurring income, as in the case of plsq.
Another steady ship. 4c dividend declared. nav up to 90c, cash plus deposits equals 1/4bil, so much of the company is actually cash.
tcil, each passing year represents an increasingly wide pb gap. lots of hard asset backing but no clue when would it be unlocked. more than 10 acres of freehold land in singapore in its books. hk3.5b worth of japan equities. amongst its assets. dividend hk0.07 declared on eps 9c. more tan chong added from my dividends at around 2.40hkd, which is deemed very cheap. to buy a cheap stuff and still enjoy dividend cannot be a bad thing.
sph. fighting digital disruption. downside will be limited by its real estate and cash.
hotel grand central, which imo is a discount to its hard assets. if you trace it to its beginnings, you would have seen it growth in the number of hotels over the years. shareholder friendly is definitely a plus, as can be seen as a willingness to increase dividends when earnings permit. compare and contrast this with hotel royal. will get scrip.
banks. ocbc and uob, provide steady may and august/sept dividend. ocbc's 'hidden' 1b assets provides much comfort in holding it, while uob family conservatively run style provides safety. both has discernible dividend rising trend. getting scrip for uob
sgx. singapore as SEA financial hub now and in the future holds a lot of promise to this counter. 4x a year payout is definitely pleasing. current and historical average yield is a tad low though.
ksh. to me its overvalued. market is pricing it too high. it has lots of jv and its gao bei dian project will take years to happen and years before earnings happen and hence years before increase in dividends take place.
sats. 4th 5th terminal coming up should keep this company with lots of people to feed and things to manage.
sph reit. stable dividend churner.
frasers reits, starhill and parkway life. business as usual.
St E. One of my long term holdings. steady big ship cruising along. Another blue chip which has gone across the globe to usa.
lippo malls. high yield because of its geographical risk i suppose but adding this reduces my own risk to my current portfolio.
Overall,
nothing fanciful and nothing new: dividends received will be used to reinvest in the same counters and/or the counters which are about to pay dividends soon.
No further input is necessary. Portfolio creates the income every month and gets reinvested. One reinvestment move means one more continuous stream of income in the future.
Market up or down doesn't matter too much, in fact is not a bad thing after all. Dividends provided new cash flow as compounding and dollar cost average tool.
DON'T FORGET TO ASK YOURSELF THESE QUESTIONS:
1) WILL THIS COMPANY GO BUST IN 10 YEARS?
2) WILL THIS COMPANY STOP DIVIDENDS?
3) WILL THIS COMPANY STOP INCREASING DIVIDENDS OVER TIME?
