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 Singre lmg
6) tcil ocbc lkh lmg
7) singpost
8) fcot singtel plife ocbc capitacom starhillg sci steng fct singpost sphreit cmt lippo singre
9) uob tcil cdg lmg
10) sgx lian beng
11) fcot taisin sgx spost starhillg fct cmt lippo
12) sph sats ksh lmg
Remarks:
Roxy dividend was a little of a diasppointment but will continue to hold this counter for the sake of its asset appreciation in time to come, which is slow but sure imo.
Taisin dividend maintained as earnings can support it. price overvalued imo, we might see it correcting below 40c barring surprising earning report next quarters.
uob scrip opted, as usual. scrip price is a bit high but i believe the bosses think that its still value for the process.
cdg undervalued imo. added more of this. dividend even up yet price did not reflect this
singre counter added during a selldown yet can enjoy dividend. counter revisited. now its even more undervalued as nav continues to rise
lippo malls added to existing stake. plan of this counter is to invest in indonesia real estate. currency devaluation land lease issues etc...i am aware of all these, but investments all have risks right? And risk of adding lippo actually decreases risk to my original portfolio, itself will be limited to at most 2-3% i guess.
last but not least, tan chong dividend up 25%, a bullish point to support it at or above hk240. remains deeply undervalued, even more as its net asset is still growing. when will it gap closer to its nav? its anyones guess. its just a horrendously undervalued stock which just got even more undervalued.
my comments:
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?
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 Singre lmg
6) tcil ocbc lkh lmg
7) singpost
8) fcot singtel plife ocbc capitacom starhillg sci steng fct singpost sphreit cmt lippo singre
9) uob tcil cdg lmg
10) sgx lian beng
11) fcot taisin sgx spost starhillg fct cmt lippo
12) sph sats ksh lmg
Remarks:
Roxy dividend was a little of a diasppointment but will continue to hold this counter for the sake of its asset appreciation in time to come, which is slow but sure imo.
Taisin dividend maintained as earnings can support it. price overvalued imo, we might see it correcting below 40c barring surprising earning report next quarters.
uob scrip opted, as usual. scrip price is a bit high but i believe the bosses think that its still value for the process.
cdg undervalued imo. added more of this. dividend even up yet price did not reflect this
singre counter added during a selldown yet can enjoy dividend. counter revisited. now its even more undervalued as nav continues to rise
lippo malls added to existing stake. plan of this counter is to invest in indonesia real estate. currency devaluation land lease issues etc...i am aware of all these, but investments all have risks right? And risk of adding lippo actually decreases risk to my original portfolio, itself will be limited to at most 2-3% i guess.
last but not least, tan chong dividend up 25%, a bullish point to support it at or above hk240. remains deeply undervalued, even more as its net asset is still growing. when will it gap closer to its nav? its anyones guess. its just a horrendously undervalued stock which just got even more undervalued.
my comments:
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?
Hi Paul,
ReplyDeleteI am unable to find Tan Chong (TCIL) on sgx stockfacts, can you advise. Thanks
yes, i cannot find it too.
ReplyDeletenot sure why its not there.
personally i dun use stockfacts asepct of sgx website. i prefer the corporate actions part- its like one of my most important pages.
cheers!!!
Hi Paul,
ReplyDeleteDo you thinn tan chong will ever unlock the value of their land and investment securities?
thats hard to say
ReplyDeletewith every passing year, the discepancy between the market value of the stock and the true value of its assets will only increase
in land scarce singapore, my guess is it will happen but no one knows when.
as of now Tan Chong owns about 0.02% of singapore land area leasehold and freehold combined based on my own calculation.
Hi Paul,
ReplyDeleteThanks for the reply.
Yes they hold a surprising amount of property (in Japan as well. I think the property assets act as a base for the share price.