PORTFOLIO AND DIVIDEND UPDATE APRIL 2021

The covid crisis continues to rage around the world, especially in places such as India.

I continued to stay the course and added more dividend stocks

Added more stocks : Raymond Industries, L&M chemical, Vicom, Sun Hung Kai Company and GSK.

Raymond Industries. A steady dividend payer, long standing history. Quite a number of positive earning alerts in this corporate announcement. Business is nothing interesting, dealing with electrical appliances. But this covid crisis, seems its air purifier became fast moving and moved its bottom line rather significantly.

L&M chemical. It makes chemicals products, and one of it includes polymers involved in the 5G cable network in China, which is a big market. 

Sun Hung Kai company. Steady dividend payer. Provides loans and fund management services.

Vicom. Most probably can’t expect dramatic rises in prices and dividends going forward. I would treat this is another cash flow created. 

GSK. Diversification into UK market, besides hsbc and hkland which i already have. Long term should be a good contributor to my dividend cash flow with its quarterly payout. Short term, could have some dividend cuts, which explained the below $1300 price per share which i was able to get my hands on.

Dividends list. Number on left denotes month. 

1) singtel Panasonic tai Cheung  Chen Hsong holdings Takaful P&O Pokfulam Safety Godown MagniTech GSK

2) sgx  plife starhillg fct sphreit cict mit suntec hsbank lian beng nam lee singpost LPI capital FEC pokfulam Rhb

3)   taisin  hsbank petronas clct pbb clp zhulian hysan SHK P&O GMsia Wellcal Water Oasis

4) hsbc dbs cimb TNB P&O MagniTech GSK

5) steng plife sgx  uob sph starhillg fct sphreit cict cdg hcg Singre mit sci suntec  hlf ocbc ge ckh P&O UnitedPlantn HoBee LHT L&M SHKCo Vicom

6)  netlink hsbank maybank petronas Kc dbs hkland FLT clp zhulian Lung kee goldlion hung hing P&O pokfulam Wellcal WingOn Water Oasis Rhb LKH Tai Sang Giordano Raymond

7) singpost  tcil hsbc bochk aeon creditHK hk Beijing enterprises KWAH Miramar Hotel GMsia Pokfulam MagniTech Yip Chemical Nanyang Holdings GSK

8) singtel  suntec ocbc  starhill sci kc steng fct singpost sphreit cict ock siaen mit sats uob cdg sci ksh gpi dbs LPI capital P&O Oriental Holdings FujiK PYF Vicom

9) plife  hlf singre clct  petronas hsbank ge hsbc ckh pbb clp wantwantchina Panasonic tai Cheung zhulian Chen Hsong holdings lung kee goldlion hysan Miramar Hotel Safety Godown Wellcal Tai Sang Giordano L&M SHKCo

10) sgx tcil lian beng hkland hsbc  maybank bochk aeon creditHK hkbeijing enterprise SHK TNB K WAH Hung Hing P&O GMsia MagniTech WingOn Yip Chemical Nanyang Holdings Raymond GSK

11) taisin sgx spost plife starhillg fct cict  siaen mit suntec dbs netlink hsbc cimb FEC Oriental Holdings

12) sph ksh ock sats  ksh gpi  petronas FLT CLP wantwantchina zhulian FujiK UnitedPlantn Wellcal PYF

PORTFOLIO AND DIVIDEND UPDATE MARCH 2021

The covid crisis is still on going but I think mankind have made some progress in their fight against the virus. The rates of new infection and deaths seems to show that the situation is improving and populations around the world are progressively getting vaccinated. It might still take a while to get most of us vaccinated and the rest protected against this disease.

I continued to stay the course and add more dividend stocks

Added more stocks : Low Keng Huat Pak Fah Yeow LHT holdings Tai Sang Land Giordano Yip Chemical, Nanyang Holdings.

LHT. Opportunity came when it was sold down to 62-63 cents. It was already in my watch list. That price is below its cash value. Hardly can lose. And more over, dividends coming. Sure enough, after that it never traded at 62-63 cents. Why the sell down one might ask? Could be weak hands strong hands theory.

Low Keng Huat. Trading at half book and already booked in profits from AXA stake sale. Risk is low. And possibility of dividend raise from its previous year's 1.5 cents is there. 

PFY. Cannot don't notice this small bottled oil when i do my shopping at Yue Hua in Ch

inatown. Nearly 100 year business, with good ppties in its stable and pays regular dividends with room to improve. Owner appears to a charitable person, an added reason to invest in this.

Tai Sang Land. Another very old HK listed company. Its sister company is a non listed, one branch only bank in HK. Also a regular dividend payor. Deep value one also. Owns ppties in one of the pricest places in HK. Take a look at its AR.

Giordano. Also a regular dividend payor. Majority owner its the late Billionaire Cheng Yu Tung. Price had risen to HKD 5-6 IIRC, on rumours of a GO. Now majority owned by his Billionaire descendents.

Yip Chem. An interesting company which owns several different entities which might go for a separate listing subsequently. Dividend raise already declared and possibly more to come, from its unusually robust businesses despite covid. 

Nanyang Holding. Another old company. Heavily undervalued. Owns a large stake in Shanghai Commercial and Savings Bank. 

Sold off most of Singapore Reinsurance. This is one of the rare sell. Reason is because of the GO taking place and the yield is becoming pretty low. Revision of offer cannot be ruled out, but its hard to say. And besides, there was candidates to rotate out, with higher yield. 

1) singtel Panasonic tai Cheung  Chen Hsong holdings Takaful P&O Pokfulam Safety Godown MagniTech
2) sgx  plife starhillg fct sphreit cict mit suntec hsbank lian beng nam lee singpost LPI capital FEC pokfulam Rhb
3)   taisin  hsbank petronas clct pbb clp zhulian hysan SHK P&O GMsia Wellcal Water Oasis
4) hsbc dbs cimb TNB P&O MagniTech
5) steng plife sgx  uob sph starhillg fct sphreit cict cdg hcg Singre mit sci suntec  hlf ocbc ge ckh P&O UnitedPlantn HoBee LHT
6)  netlink hsbank maybank petronas Kc dbs hkland FLT clp zhulian Lung kee goldlion hung hing P&O pokfulam Wellcal WingOn Water Oasis Rhb LKH Tai Sang Giordano
7) singpost  tcil hsbc bochk aeon creditHK hk Beijing enterprises KWAH Miramar Hotel GMsia Pokfulam MagniTech Yip Chemical Nanyang Holdings
8) singtel  suntec ocbc  starhill sci kc steng fct singpost sphreit cict ock siaen mit sats uob cdg sci ksh gpi dbs LPI capital P&O Oriental Holdings FujiK PYF
9) plife  hlf singre clct  petronas hsbank ge hsbc ckh pbb clp wantwantchina Panasonic tai Cheung zhulian Chen Hsong holdings lung kee goldlion hysan Miramar Hotel Safety Godown Wellcal Tai Sang Giordano
10) sgx tcil lian beng hkland hsbc  maybank bochk aeon creditHK hkbeijing enterprise SHK TNB K WAH Hung Hing P&O GMsia MagniTech WingOn Yip Chemical Nanyang Holdings
11) taisin sgx spost plife starhillg fct cict  siaen mit suntec dbs netlink hsbc cimb FEC Oriental Holdings
12) sph ksh ock sats  ksh gpi  petronas FLT CLP wantwantchina zhulian FujiK UnitedPlantn Wellcal PYF