Portfolio and dividend update June 2021

Added more dividend stocks :  Kmloong, UOAdev, pintaras and guangdong investment

Sold: SMM

1. Kmloong. Increased my exposure to plantation stocks selectively, ie those which have good track record and pays good dividends. Kmloong is one of them. And this counter is interesting in that its involved in power generation also.

2. UOAdev. Owns several very prime buildings in KL. Undervalued. High yield which most likely can be maintained. On top of these, owns a huge piece of prime land, which might be developed later on.

3. Pintaras : A bit strange as I invest in this when i am Singaporean. Cos this is Malaysian counter which is increasingly involved in business operations ie piling works in Singapore. But good company and good management with stellar track record. Very good potential of dividend raise in good times

4. Guangdong investment; Steady dividend counter of water management and also it has quite massive ppty assets in china. Keep on rising dividends.

Dividends list. Number on left denotes month. 

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

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 MBM resources

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 Cross Harbour MBM resources Paramount corp

7) singpost  tcil hsbc bochk aeon creditHK hk Beijing enterprises KWAH Miramar Hotel GMsia Pokfulam MagniTech Yip Chemical Nanyang Holdings GSK Cross Harbour UOAdev Pintaras Guangdong investment

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 Kmloong

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 Allan International Cross Harbour MBM resources Paramount corp

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 Guangdong investment 

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

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

List of counters:

1. DBS

2. Vicom

3. LHT

4. CICT

5. Tai Sin Electric

6. Low Keng Huat

7. Soup Restaurant

8. Netlink Trust

9. UOB

10. OCBC

11. Hong Kong Land 

12. Keppel Corp

13. Hotel Grand

14. Singtel

15. GP industries

16. SGX

17. SPH

18. Hong Leong Finance

19. Great Eastern

20. Lian Beng

21. Tan Chong 

22. Parkway Life Reit

23. Nam Lee Pressed Metal

24. Bukit Sembawang

25. Comfortdelgro

26. SATS

27. Suntec Reit

28. Starhill Global

29. SIA Engineering

30. Capland China Trust

31. Old chang Kee

32. KSH

33. Sembcorp Industries

34. Sembcorp Marine (minimal shares left)

35. Ho Bee Land

36. Singpost

37. SIA

38. Frasers Centrepoint Trust

39. ST engineering

40. FCLT

41. MIT

1. Kim Loong Resource

2. UOA development

3. Pintaras

4. EITA resource

5. Paramount corp

6. MBM resource

7. CIMB

8. Public Bank

9. United Plantations

10. Allianz

11. RHB

12. Magnitech

13. Wellcall Holding

14. LPI capital

15. Gas Malaysia

16. Oriental Holding

17. Pacific & Orient

18. Tenaga Nasional

19. Carlsberg

20. Heineken

21. Litrak

22. Takaful

23. Zhulian

24. Panasonic

25. Maybank

26. Petronas Gas

1. Bauhaus

2. Cross Harbour

3. Allan International

4. Raymond Industrial

5. Sino Land

6. L&M chemical

7. Sun Hung Kai Co

8. Giordano

9. Liu Chong Hing

10. Nanyang holding

11. Tai Sang Land

12. Yip's chemical

13. Pak Fah Yeow

14. Wah Ha Realty

15. FE consortium

16. Wing On

17. Safety Godown

18. Pokfulam

19. Fujikon

20. Miramar Hotel

21. Hung Hing print

22. K. Wah

23. Luk Fook

24. Aeon Credit

25. Hang Lung PPT

26. Kerry PPT

27. SHK PPT

28. Goldlion

29. Hysan

30. Chen Hsong

31. Lung Kee

32. Beijing Ent

33. Tai Cheung

34. Wantwant

35. BOCHK

36, CLP

37. Hang Seng Bank

38. CKH

39. HSBC

40. Guangdong Investment