Added more dividend stocks : Noel gifts, Carrianna, Valuetronics, SBS transit, Swire Pacific B, UOAdev and pacific texiles.
Noel Gifts : home grown gift and hampers company. illiquid. took a while to get into the stake i am looking at. Around 1/2 of the price is cash. Little debt. Almost all its price is its hard asset property price. I consider it low risk and looking at 1-2cent payout year after year, ie anything from 5%-10% yield.
Carrianna : locals might not know. But Hongkongers will know its famous chichow restaurants. this is deeply undervalued. lots of hard asset backing. pays around 3c per year.
Valuetronics : local company, good dividend payors year after year and likely can increase with time
SBS transit : uninteresting counter which needs no introduction also. cannot huat big but good for income
Swire Pacific B : diversified Hk and London based British conglomerate. Owns business including property, aviation, beverages, food chain, shipping, offshore support services etc
Pacific Texiles : Makes stuff for Uniqlo, which accounts for a significant portion of its business. High consistent yield. Business could just be turning over for the better.
Sold: Lian Beng
Decided to divest out of lian beng. Low ball offer of 50cents. Skipped dividend last year when it could afford to pay. Afterall, with so many good dividend counters in the region, no lacking of better dividend paying counters to divest to.
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 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 SBS transit Swire Pacific B
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 Valuetronics SBS transit
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 Pacific Texiles
10) sgx tcil 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 Carrianna Swire Pacific B
11) taisin sgx spost plife starhillg fct cict siaen mit suntec dbs netlink hsbc cimb FEC Oriental Holdings Kmloong Noel Gifts
12) sph ksh ock sats ksh gpi petronas FLT CLP wantwantchina zhulian FujiK UnitedPlantn Wellcal PYF Cross Harbour Valuetronics Pacific Texiles
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. Valuetronics
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
42. Noel Gifts
43. SBS transit
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
41. Carrianna
42. Swire B
43. Pacific Texiles
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