Thursday, 30 September 2021

PORTFOLIO AND DIVIDEND UPDATE - SEPTEMBER 2021


The covid situation remained grave. At the time of writing this, its more than 2000 cases in a day. The number of deaths also gone up. Hope the situation can stabilize soon and hopefully come down. 

Again, I stayed the course. Focused on dividend paying stocks. I feel its the best bet, more so during uncertain times. 

When times are bad, the dividends prove very useful to assist in buying more stocks at inexpensive valuations.

To succeed in investing, actually no need to be very smart, no need to be very fast to catch the lowest price, no need to be very lucky to avoid the crashes as no one can anyway, but need to be clear minded and stay the course to invest for the long haul.

In fact, what i observe is that a lot of very smart people don't succeed in stock investing, mainly because they think they are very smart and surely can use their intelligence to outsmart the market. Some are maths geniuses and think they can use their maths knowledge to plot the most accurate TA chart and calculate the highest probability of success. 

Some think their high PSLE score already give them an edge over others. The truth is that, perhaps one time win, two times win, even three times win, but can you win always? 

What if one loss puts u back many steps like snake and ladders sliding the snake? And worse, imagine the distraction to their full time job. Some jobs cannot allow much distractions. In the end its lots of frustration and a lot of them conclude that the market is rigged. 

There are no secret tips to what stocks to buy and no one special person you badly and only need to find in order to help you huat. Think about it, if it were secret tips, why should that person share with you? Even charging you money for that tip does not make sense, as he will spend all his time and effort buying it and huat himself.  Yeah, that special person you only need to find and your job is to look for him to teach you how to huat, also does not make sense. Why don't invest more time and effort to increase and improve your own knowledge on investing rather than hoping for some tips from some mysterious person?



Added more dividend stocks, some of which I already have.

1) Bank of East Asia. One of the more undervalued bank stocks. Less than 1/2 book. Also, less well known compared to the usual bank counters. Steady dividend payor. In addition, might give a big special due to disposal of its insurance business

2) Wah Ha realty. Already have this. One of the most undervalued and highest dividend paying counters. On its annual report are a lot of industrial properties, mostly left over from its heydays as industrial king in HK.

3) Oi Wah Pawnshop. One of the largest pawnshops group in HK. Doing mortgage loans also, which is quite steady and returns are quite good. Though this is a many decades old business, its listing is only about 8-9years. Never knew one day, I would be owning such a business.

4) Henderson Land. Needs no introduction. Lee SK flagship. Of course steady dividend ship. This big blue chip, best to be added at around peak of pessimism as hard to get it cheap otherwise

5) Chevalier. Another steady good yield dividend ppty counter. Look at its AR, rather impressive stable of ppties, including some 120k freehold industrials in Sg

6) Aeon Credit. 22c dividend restored. At 44c per year dividends, this makes this counter one of the most highest yielding. Most likely can maintain as payout ratio is 50 plus percent only.

 


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 Texwinca Chevalier


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 Bursa malaysia


4) hsbc dbs cimb TNB P&O MagniTech GSK Bank of East Asia


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 Henderson Land


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 Bursa malaysia Oi Wah Pawnshop


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 Chevalier Henderson Land


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 Texwinca Bank of East Asia


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 Oi Wah Pawnshop




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

27. Bursa malaysia


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

44. Texwinca

45. Bank of East Asia

46. Chevalier

47. Henderson Land

48. Oi Wah Pawnshop




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