Tuesday, 30 November 2021

PORTFOLIO AND DIVIDEND UPDATE NOVEMBER 2021

 The covid crisis is still on going. But progress is made in the sense more and more people are getting their booster shots in Singapore and more and more people are getting their primary doses in a lot of parts of the world. And we can see progress in the opening up of borders and a bit more people are starting to travel again. This is positive. There is less and less fear of the uncertainty of the virus in general.

So much for the virus. Now to dividend investing. Actually, its much the same. More new counters are added as will be shared below.

I continued to stay the course. Investing and reinvesting my dividends and excess cash on quality dividend stocks which have good past dividend history record and likelihood of continuing the paying in the future.



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

Taliworks : high dividend quarterly payout company in bursa. Malaysian public utilities conglomerate. Involved in water treatment, waste management, highway concession and construction.

Suga International ; high yield counter. involved in research development, manufactoring and sales of electronics, plastics stuff and moulds.

Vtech holdings : high yield, unblemished in 20 year record. Steady counter it seems. Sounds like Honda engine.

Poh Huat resources : also pretty good yield, this one quarterly payout. furniture making business based in Muar. High cash level is reassuring somewhat

Pokfulam : already have this. Steady low but growing yield counters, backed by a lot of hard assets in HK.

Hap seng : A conglomerate in Malaysia with various business under its umbrella. Distributor of Mercedes Benz.


 


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   HaiO


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 Poh Huat resources


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 Poh Huat resources Hap Seng


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 Vtech 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 Vicom Kmloong Valuetronics SBS transit Bursa malaysia Oi Wah Pawnshop Suga International


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 Emperor E hotel Poh Huat resources


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 HaiO

12) sph ksh ock sats  ksh gpi  petronas FLT CLP wantwantchina zhulian FujiK UnitedPlantn Wellcal PYF Cross Harbour Valuetronics Pacific Texiles Oi Wah Pawnshop Emperor E hotel Suga International Vtech holdings Poh Huat resources Hap seng




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

28. Pohhuat

29. Taliworks

30. Hap seng 



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

49. Emperor E hotel

50. Suga

51. Vtech



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