No.  Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. Silverlake 200,000 S$0.25      50,000.00 25.0% 2. Wilmar   11,100 S$4.26      46,860.00 22.0% 3. Comfortdelgro   15,000 S$1.47      22,050.00 10.0% 4. Baba (HK)        200 HK260        9,335.00 5.0% 5. GA Pack (HK)     9,000 HK2.83        4,675.00 2.0% 6. Ho Bee Land        300 S$2.12           636.00 1.0% 7. Warchest    S$5,000      68,000.00

The Straits Times Index added 48 points or 1.8% at 2,652.94; Hong Kong property play helped keep sentiment here firm; US jobs report supported stocks, but record virus infections put pressure on bond yields; Singapore market’s capitalisation rose 2.1% in June to S$761.6b; Singapore companies bought back S$663m in the first half; Analysts see limited STI upside for remainder of year and next 12 months   A firm start to the second half The second half got off on a firm footing as the disconnect between the economy and the market which has prevailed for several months continued to hold sway. There was also added impetus on Thursday when the Hong Kong market shot up in speculation that property developers would benefit from new security legislation. Over in the US, Wall Street remain

The first half of 2020 has seen volatile swings in the stock prices. From continuing to grow at the start of 2020, to plunging on the back of COVID-19 uncertainties, to rebounding to close to 2019 levels. Going forward, much uncertainty about the economy remains. This can have unpredictable effects on companies in both the short- and long-term. However, companies will know better than any retail or even institutional investors how well they are actually doing. While companies can just say they believe in their business resilience or that their share price is undervalued, one way to signal that is the case is by conducting share buybacks. Read Also: Share Buybacks: What It Means And How It Impacts Investors In the first half of 2020, 81 Singapore primary-listed companies conducted share buy

2020 1H is really a roller coaster ride. In march, the market drops more than 5% consecutive for days. The plan to purchase companies as they fall 20% became 25% to 30%, and towards the end of march become a wait and see move.There are several questionable coporate actions, the purpose of the piece is to crystallize the thinking process through writing, and please forgive me if I sound incoherence.1) Moments of freezing in actionBut all accounts, Singpost, Hong Kong Land, Capitaland has hit 30% threhold of fall. Yet, I freeze. I have not mentioned Hong Kong counters like 0517 cosco and GA pack. While it is understandable to focus the firepower in the local market where there is high degree of familarity, there is no reason why I let a 30% fall go, and I did nothing.Reflection: When the mar

No.  Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. Lendlease Reit   70,000 S$0.72      64,800.00 30.0% 2. Silverlake 197,000 S$0.25      49,250.00 23.0% 3. Jardine C&C     2,100 S$23.30      48,930.00 23.0% 4. CDL Hospitality Trust   39,000 S$1.10      42,900.00 20.0% 5. GA Pack (HK)     9,000 HK2.83        4,675.00 2.0% 6. Ho Bee Land        300 S$2.00           600.00 1.0% 7. Warchest    S$5,000        

Silverlake Axis (SGX: 5CP) has a rough performance this year so far.Just by looking at the chart, share price has dropped by almost half since the start of this year from 40 cents to the current 21.5 cents.If we take its performance from one year back, it has dropped a lot more from 54 cents/share.For those who does not understand what the company does, one might misunderstood thinking that the company is related to aviation or tourism industry because of the level the share price is descending.With share price hovering at an all time low valuation (with exception to 2017, I'll explain why), the question is if there is light at the end of the tunnel and if the company represents an opportunity buy to investors.Business SegmentThe company's business segment is divided into two parts: recurr

No.  Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. Silverlake 197,000 S$0.27      53,190.00 30.0% 2. Lendlease Reit   70,000 S$0.58      40,600.00 23.0% 3. CDL Hospitality Trust   39,000 S$0.94      36,660.00 21.0% 4. Jardine C&C     1,400 S$20.20      28,280.00 16.0% 5. Valuetronics   16,000 S$0.62        9,920.00 6.0% 6. GA Pack (HK)     9,000 HK2.90        4,790.00 3.0% 7. Ho Bee Land        300 S$2.05           615.00 1.

The bear market has brought intense reactions. Everyone has different plans or coping mechanisms.My friend ask for divine advice. I am not kidding. The advice he got is stay out of the market for the time being. That is when I started buying when STI is at 3000. The way I see it, there are a few ways.1) Exit to a level of comfort, taking some loss if necessary and stay out of the market 2) Accumulate at various points and continue buying3) Short the market4) Rotate your holdings, buy and sell at the same time and liquid some bonds (if u have)5) Look at signals (whatever sect u below) and trade in and out of marketIf u have a different option that I have not heard of, please leave a comment below.The point I am trying to make is, no matter which path u take, u will most probably b

The STI fell 50.1 points or 1.7% to 2,960.98 over a volatile week; Markets were driven by worries over the spread of the Covid-19 virus on one hand; On the other, prices were supported by hopes of IMF, central bank stimulus; US 10-year Treasury yield dropped below 1% for first time in history; US 30-year Treasury yield dropped below 1.5% for the first time in history; Local banks were downgraded by analysts; Share buybacks rose in Feb The escalating number of people infected worldwide by Covid-19 and the sudden 50-basis points interest rate cut by the US Federal Reserve were the main features in week where the Straits Times Index lost 50.1 points or 1.7% at 2,960.98, most of this loss coming on Friday when the index fell 57 points. It was the first time since Oct 2018 that the STI close

On the back of the recent spread of COVID-19, which originated in Wuhan, China, the Straits Times Index (STI) has already fallen 6.8% to 3,011.08 since the start of the year. Source: SGX Of course, this coronavirus-driven sell-off is not just unique to the Singapore Exchange (SGX), but has impacted stock markets across the globe, wiping out close to $6 trillion in market value worldwide. Read Also: 4 Stocks This Week (Wuhan Virus Fears) [31 January 2020] – CapitaLand; Sasseur REIT; SIA; SPDR Gold Shares For this week’s instalment of 4 Stocks This Week, we use SGX’s stock screener – Stock Facts – to look at the 4 biggest losers, with a market capitalisation of at least $700 million in Singapore in the past four weeks. Silverlake Axis (SGX: 5CP) With a market capitalisation of $80

Share buybacks refer to the repurchasing of stocks issued by the company. Typically, share buybacks occur through the open market, when companies pay the market price for their own stocks. Companies can do this for several reasons including: # 1 choosing to provide shareholders a return by spending its cash reserves on share buybacks, rather than reinvest it in the business or distribute it as dividends; # 2 having to preserve its stock price during crises by showing confidence in buying back its own stocks; # 3 investing its cash reserves in its own stocks if it thinks that the market is undervaluing it; # 4 compensating employees via its share option schemes or employee share purchase plans In January 2020, 16 companies listed on the Singapore Exchange (SGX) bought back 37 million shares

Chairman message:Dear readers, it has been a while. 2020 has turned out quite unexpectedly. When your truly is preparing the CNY just more than a week ago, he could not have expected how serious the Wuhan virus could become. Nonetheless, we keep our steel and purchase several counters that were on our radar and hit our alert price. We will discuss more of that later in our future plans to 2020. In 2019, there were many firsts. We start investing using CPF, SRS and for the first time, enjoyed the rights to subscribe to Areit. We apologize to the lack of data for year 2018 as the management team went into depression mode.Operation ReviewDividends received:2016 - $38492017 - $22002018 --2019 - $2375Vested amount is 66K in cash account, SRS 9.3K and CPF 5.7K2019 is a year of accumulation but o

Dear readers, there are thirteen Singapore stocks, each with a market capitalisation of SGD $1 billion that are fastest growing with a return-of-equity of more than 15%. Will you buy these Singapore stocks now: SGX Silverlake Axis Starhub Sheng Siong ST Engineering Ascendas-i Trust Sasseur Reit Thai Beverages Mapletree Commercial Trust Hi-P SBS Transit Sinarmas... The post WILL YOU BUY THESE THIRTEEN FASTEST GROWING BILLION-CAP SINGAPORE STOCKS NOW? appeared first on SG STOCKS INVESTING.

The weekly 4 Stocks This Week column on DollarsAndSense was started in 2017 with a simple objective was simple: to provide a convenient read each week for busy investors to stay updated with what is happening on the Singapore Exchange. 4 Stock This Week is not a recommendation from us to buy or sell any of the stocks that wke feature. Its purpose is to highlight interesting stocks that investors should be aware of, rather than to analyse these stocks. For this week’s edition, instead of the usual coverage of four stocks, we’ll do a year in review of the other 51 instalments of 4 Stocks This Week that our team has written in 2019. Over the past year (51 weeks), we’ve covered 123 SGX-listed stocks, 4 ETFs and 8 Daily Leverage Certificates. The most covered stock was Sas

Another 2 more days, and we will enter 2020. For the investors, looking back at 2019, it has been a year filled with market excitements and the ever erratic Twitter messages from Mr Trump which most of the time causes Mr Market to react.My overall portfolio performance as follow:Dividend received = $16,800Profit from sale of stocks = $14,000Total profit 2019 = $30,800Below are my worst performing counter:SIA Engineering (-25%)Sing Shipping (-15%)Sunningdale Tech (-20%)Below are my best performing counter:UMS (40%)YZJ (22%)Mapletree North Asia Commercial Trust (19%)ComfortDelgro (18%)My transactions for 2019, I had added the following stocks from the last 2 weeks:HongKong LandGenting SGYZJSilverLakesSingapore O&GMoving into 2020, let us all HUAT together ... ... :)

Top 30 in my portfolio: No. STOCK NAME No.of SHARES PORTFOLIO% MARKET $ 1SGX6,00012.767.922UOB1,0477.3526.133CapitaLand Mall Tr9,0006.362.634SATS4,0005.615.225FCT7,0004.892.606OCBC Bank1,4994.5911.407AIMS APAC Reit10,5844.121.458Keppel Corp2,3004.116.669ParkwayLife Reit5,0004.073.0310CDL HTrust9,0003.941.6311SPH6,0003.932.4412Keppel DC Reit7,4003.321.6713Suntec Reit5,8003.021.9414SingTel3,1903.003.5015Mapletree Com Tr4,8002.692.0916Starhill Global Reit12,0002.500.77517SPH Reit8,5002.441.0718Frasers Com Tr5,2412.351.6719Frasers L&I Tr6,0001.951.2120CapitaLand2,0001.903.5321Ascendas Reit2,0001.683.1222Keppel InfraTr12,0001.630.50523Bukit Sembawang1,0001.555.7724Sembcorp Indust1,8001.162.4125SIA Engg1,5001.012.5126Frasers Property1,8000.901.8727ST Engg8000.894.1428Cache Log Tr4,

Top 30 in my portfolio: No. STOCK NAME No.of SHARES PORTFOLIO% MARKET $ 1SGX6,00012.877.382UOB1,0477.1523.503CapitaLand Mall Tr9,0006.312.414SATS4,0005.905.075OCBC Bank1,4674.5110.576ParkwayLife Reit5,0004.352.997FCT6,0004.222.428CDL HTrust9,0004.211.619AIMS APAC Reit10,3764.191.3910SPH6,0004.082.3411Keppel Corp2,3004.036.0312Keppel DC Reit7,4003.361.5613Suntec Reit5,8003.071.8214SingTel3,1902.973.2015Mapletree Com Tr4,8002.671.9116SPH Reit8,5002.571.0417Starhill Global Reit12,0002.560.73518Frasers Com Tr5,2412.291.5019Frasers L&I Tr6,0001.991.1420CapitaLand2,0001.873.2221Ascendas Reit2,0001.702.9222Keppel InfraTr12,0001.620.46523Bukit Sembawang1,0001.625.5824Sembcorp Indust1,8001.262.4125SIA Engg1,5001.062.4226Frasers Property1,8000.941.8027ST Engg8000.913.9128Cache Log Tr4,

Top 30 in my portfolio: No. STOCK NAME No.of SHARES PORTFOLIO% MARKET $ 1SGX6,00012.527.382UOB1,0478.2427.833CapitaLand Mall Tr9,0006.162.424SATS4,0005.925.235OCBC Bank1,4675.0212.106Keppel Corp2,3004.406.777SPH6,0004.262.518AIMS APAC Reit10,3764.171.429ParkwayLife Reit5,0004.092.8910CDL HTrust9,0004.071.6011FCT6,0004.062.3912Keppel DC Reit7,4003.161.5113Suntec Reit5,8003.031.8514SingTel3,1902.863.1715Mapletree Com Tr4,8002.621.9316Starhill Global Reit12,0002.580.7617SPH Reit8,5002.481.0318Frasers Com Tr5,1572.161.4819Frasers L&I Tr6,0002.001.1820CapitaLand2,0002.003.5321Ascendas Reit2,0001.703.0022Keppel InfraTr12,0001.610.47523Bukit Sembawang1,0001.615.6924Sembcorp Indust1,8001.352.6625SIA Engg1,5001.062.5026Frasers Property1,8000.951.8627ST Engg8000.903.9628Cache Log Tr4,0

Top 30 in my portfolio: No. STOCK NAME No.of SHARES PORTFOLIO% MARKET $ 1SGX6,00012.887.312UOB1,0477.7525.193CapitaLand Mall Tr9,0006.292.384SATS4,0006.005.115OCBC Bank1,4674.7611.056AIMSAMPI Cap Ind R10,3764.331.427ParkwayLife Reit5,0004.292.928SPH6,0004.252.419Keppel Corp2,3004.206.2210FCT6,0004.202.3811Suntec Reit5,8003.321.9512Keppel DC Reit7,4003.261.5013CDL HTrust6,8003.261.6314SingTel3,1902.833.0215Mapletree Com Tr4,8002.671.8916SPH Reit8,5002.621.0517Starhill Global Reit12,0002.570.7318Frasers Com Tr5,1572.241.4819CapitaLand2,0002.143.6520Frasers L&I Tr6,0002.041.1621Ascendas Reit2,0001.712.9122Bukit Sembawang1,0001.665.6523Sembcorp Indust1,8001.352.5524Keppel InfraTr9,0001.230.46525SIA Engg1,5001.082.4626Frasers Property1,8000.961.8127ST Engg8000.883.7428Cache Log Tr

Recently, I saw a lot of sponsored ads related to investment in Facebook. Some of my friends like the pages. Out of morbid curiosity, I look at the comment section of a online earning workshop that I know is just ......I am surprised by the sheer number of people interested. I hope with this post, people understand that I do not need to lie to mislead u. Just not telling you the full picture is enough. I shall be upfront that portfolio returns (realised including dividends) or ROA for the last 3 years are 4 percent, 6 percent, 3 percent. Hardly beating any index or doing  any better than CPF SALet me give examples that how without lying, I can mislead u that I do have a winning strategy.For example, "Learn how to identify turnaround companies and do cyclical plays. Get returns of 30 t