It may be a dream for an investor to find an all-rounded stock with strong business fundamental and growing share prices with regular dividends as passive income (monthly / quarterly / half-yearly) for long term investing or short term trading. In this Dr Tee 2hr video education (4 Undervalue + Growth + Dividend Giant Stocks in Singapore and US), you will learn:1) US and Singapore Stock Market Outlook – Short term, medium term & long term2) LOFTP Investing Strategies for Growth Investing and Momentum Trading – Level Analysis (L1 Stock, L1 Sector, L3 Country, L4 World) – Optimism Analysis (0-100%) – Fundamental Analysis (Strong / Weak) – Technical Analysis (Follow-trend / Counter-trend) – Personal Analysis (Short Term Trad

NOTE: I owned shares of the below mentioned counters, and hence have my biases and ulterior motives for writing this post (Evil laughs) 1) UOBKayhian1H earning beats 2020 earnings. UOBkayhian biggest earning segment is trading commission. SGX trading volume and value for the last 11 months beats 2020 (11 months)US market is seeing new high, Thailand trading volume and value for the last 11 months are also significantly higher than 2020.If the 50% payout holds (which is the case for many years), there is a high probability that dividends will exceed last year 9.5 cents. (1H EPS is already 11 cents.)2) Hotung 2020 EPS is 5.42 NT$, and 1H 2021 EPS is already 3.28NT$2021 there is frequent share buybacks, and this is NOT a yearly occurernce2021 there are 2 vested compan

Yangzijiang Shipbuilding (SGX:BS6) has announced that it is exploring the possibility of spinning off its ... Read more >> The post Yangzijiang is spinning off its investment unit, what does it mean for shareholders? first appeared on .

Dear all With reference to my market outlook published on 3 Oct (see HERE) citing opportunities in our Singapore market, STI has soared 191 points, or 6.3% from 3,051 on 1 Oct to close at a year to date high 3,242 on 5 Nov. Will STI continue to march higher, or will there be some profit taking?   Very briefly, my personal view is It is likely that STI may face some profit taking in the near term, attributable in part to the following factors: a) With reference to Figure 1 below, MSCI Singapore index will undergo a rebalancing in end Nov. The largest impact will be felt by our Singapore banks and Singtel where their weightage will be reduced to pave the way for the increase in weightage in SEA Ltd. Based on https://sginvestors.io/, DBS, OCBC, UOB and Singtel collectively comprise 47.8% of

Dear all With reference to my market outlook published on National Day (see HERE), both STI and Hang Seng have hit their highs on 10 Aug and 11 Aug respectively before dipping. Based on Table 1 below, S P500, Hang Seng and STI have fallen 1.8%, 6.1% and 4.0% respectively since my writeup. Table 1: Indices’ performance since my last writeup Source: Ernest’s compilations Amid the recent weakness, you may be wondering whether it is a good time to accumulate on weakness. Before we get to this, let’s take a look at the indices’ charts.   S P500 closed 4,357 Based on Chart 1 below, S P500 has breached its uptrend line established since Mar 2020. In the short term, S P500 seems to be on a downtrend as evidenced by its declining 6D, 20D, 50D EMA. However, on a longer perspective, its 200

The Straits Times Index added just 3 points at 3,083.85; Wall St’s all-time highs had little or no effect here; Daily turnover sank after Tuesday’s portfolio rebalancing; Poor Friday US jobs report could be positive for US stocks; Jardine group among STI’s worst performers; Yangzijiang is the STI’s best performer; SGX announced its SPAC listing rules; Proxy adviser for SPH’s restructuring plan said benefits outweigh costs In an uninspiring week, 3 features stood out The week that just passed was notable for three reasons, two relating to the local market and the third to Wall Street. The first was that the local market’s decoupling from Wall Street that started several weeks ago appeared to continue last week, and the second was that the large, mid-week plunge in the Straits

Wall Street’s all-time highs had little impact here; The STI ended the week 22 points or 0.7% down at 3,080.77; There was some caution ahead of the US Fed’s Jackson Hole meeting; That caution appeared unwarranted after Fed chief’s reassurances; Stocks in play included Nanofilm, Yangzijiang, SGX and ComfortDelgro; Manufacturing looks set to slow in months ahead Has the local market decoupled from Wall St? Conventional wisdom is that Wall Street plays a major role in influencing sentiment and determining daily market direction in most global markets, including Singapore’s – at least most of the time. Over the past 2-3 weeks, that belief has been challenged as the Straits Times Index has turned in an unremarkable performance, struggling to stay above the 3,100 level even as U

In this Dr Tee 1.5hr video education (Free Ride on 10 Singapore Bull Market Stocks), you will learn:1) Singapore and Malaysia Stock Market Outlook 2021/Q32) Long Term Investing on 3 Singapore Giant Stocks: – The Hour Glass (SGX: AGS) – Thai Beverage (SGX: Y92) – Raffles Medical Group (SGX: BSL)3) Short Term Trading on 3 Singapore Giant Stocks: – PropNex (SGX: OYY) – Union Gas Holdings (SGX: 1F2) – Cortina Holdings (SGX: C41)4) Bonus Stock Diagnosis for Audience Q&A on 4 Singapore Giant Stocks: – Yangzijiang Shipbuilding Holdings (SGX: BS6) – Tuan Sing Holdings (SGX: T24) – OCBC Bank (SGX: O39) – Wilmar International (SGX: F34) Learners of earlier Dr Tee videos could have profit

 STI is near 3200. It is at or near pre-covid levels. My initial gameplay is to start to offload some counters to increase cash holding as STI goes 3200. I did not. Whenever I made a sale, I would have redeployed funds back rather quickly. I struggled with an inner voice that is shouting "greed is creeping in", and cognitive dissonance that claimed there is still much to recovery.1)  STI recovery is lead by banksA quick look at my companies under my radar, only the banks and YZJ are back to pre-covid level (in terms of price), many counters are still at 5 years low. If you are thinking of "reversion to mean" as a way to play the recovery theme, I would think there are still meat out there. Of course, each and every company has a different story, but CDG and CDL are

Singapore is home to the busiest port in the world in terms of shipping tonnage. As the centre of a global trade route connected to over 600 ports, our marine & offshore industry contributes about 7% of our Gross Domestic Product (GDP). Thus, it comes as no surprise that there are multiple companies in the marine and offshore industry that Singapore investors can invest in. Recently, companies from the marine and offshore industry have been making headlines. One of the biggest news this week is the announcement that Sembcorp Marine and Keppel Corporation have entered a non-binding memorandum for a 50-50 joint venture. In this week’s edition of 4 Stocks This Week, we look at four marine and offshore stocks that have made their name into the news this month. Read Also: 5 Things To Kno

 I read an BT article on 5 investment pitfalls. I thought I blog about it to crystallize my thoughts. I hope I will be able to illustrate the various points made by the author with my own examples."If something is too good to be true, it probably is" I wonder what is considered "too good to be true"? Dividends yield of more than 10%? I remember I used to own APTT, LMRT, Sabana Reit and even SPH at $3.6. Most of them have yield around 10%. except SPH.Even suspended Qingmei gave an yield of 15% for me, once. I think there is big difference here between trailing yield and future yield. Looking back, buying counters with trailing yield of around 10% or more usually does more harm than good to my portfolio. There are indeed years where I harvest the above 10% yield, but it is not

The Straits Times Index (STI) is comprised of 30 of the largest and most liquid companies listed on the Singapore Exchange (SGX). Account for nearly 80% of the entire value of all listed companies on the SGX, the STI is commonly referred to as Singapore’s benchmark or market return. We can gain exposure to the STI by investing in one of the two STI ETFs listed on the SGX. With one investment decision, we become broadly diversified to 30 high quality companies and will earn the Singapore market return. Read Also: Complete Guide To Investing In The Straits Times Index (STI) ETFs In Singapore How Did The STI Perform In Q1 2021? While many of us may be attracted to invest in U.S. or Chinese companies, the STI has been no slouch in 2021. According to SGX, the STI delivered a world-leading ret

Less than a year ago, after a screening process, I highlight 4 companieshttps://sillyinvestor.blogspot.com/2020/05/company-prospecting-process-maxi-cash.htmlOf the 4 companies, Maxi-cash, Muti-chem, Hotung, and Overseas Family education,I only invested in Hotung. Maxi-cash and Muti-Chem gives capital gain of 50% and 70% had in invested in them, and Hotung, just 15%, excluding dividends. What went wrong? I think I have current yield bias, and aversion to company with high loan to equity ratio. Could I have done better? I am not sure. I guess missing out on gains is better than holding on to losses.I predicted improving dividends for 3 counters in blogpost herehttps://sillyinvestor.blogspot.com/2020/12/merry-chiristmas-here-are-3-companies.htmlOf the three, YZJ kept is earnings int

Performance of Straits Times Index (STI) Constituents in 2020 The Straits Times Index (STI) ended 379.02 points or 11.8% lower at 2843.81 in 2020.(compared to 3222.83 on 31-Dec-2019)Top Performers in 2020: Keppel DC REIT, Venture Corp, Mapletree Logistics Trust, Wilmar International & Mapletree Industrial Trust. Least Performers in 2020: Singapore Airlines, Jardine Cycle & Carriage, SingTel, ComfortDelGro. Most Volatile: Keppel DC REIT, Singapore Airlines, Sembcorp Industries. The STI's 30 constituent stocks are: ASCENDAS REIT (A17U.SI); CAPITALAND (C31.SI); VENTURE CORPORATION (V03.SI); CITY DEVELOPMENTS (C09.SI); SINGAPORE EXCHANGE LIMITED (S68.SI); UOB (U11.SI); SEMBCORP INDUSTRIES (U96.SI); DBS GROUP (D05.SI); SINGTEL (Z74.SI); GENTING SINGAPORE (G13.SI); THAI BEVERAGE (Y92.SI);

 This part of investment journey ahead is likely to be my weakest link, monitoring and documentation. In my work, I am quite weak in documentation and monitoring of the effectiveness of various programs or ideas I had, the only exception perhaps is my pupils' exam competence, although I do not do detailed documentations, there is enough "tests" and assessments that gave me insights about their capability. In 2020, I went from the peak of 60% cash to 15% cash, and activated my CPF for investing several times. I have kind of done with building up my portfolio. What I need now, is monitoring, and decide when to hold, sell, and perhaps buy more. I have put down the various criterias I used to screen a stock. I now assigned a nummerical score to it, but I will still use it as a g

Merry Christmas, readers. How time flies. The end of the holiday is coming, the hectic pace of work will pick up soon and I will miss thinking, researching and blogging soon.Here are 3 Counters I believed will increase their dividends is 2020 or/ and 2021All 3 counters have more or less a payout ratio policy, and pay more when time are good/ bad. Also, all three companies should have better earnings in 2021, due to either better addressable market or simply riding the tide. 1) UOB kayhian pay out 50% of NP, plus minus, and 1H EPS is 9 cents. Due to the crazy trading during this crisis year, comission interest went up by 90%. How they will do in 2H is anybody guess, but with retailers setting up accounts, low interest rate, and a market in generally swinging from excitment of vacc

 After reading the book "Market Masters" a  few times, there are at least 2 "Masters" that swear by free cash flow yield. In fact, they both mentioned 8- 10% yield as a very attractive proposition. Hence, I did a scan of all the companies in my portfolio, excluding the reits and financial companies, and discovered several such companies. I calculated FCF yield by using 5 years average OCF minus  5 year average PPE minus 5 year Purchase of Business (If regular and significant), then divide by number of shares and then finally the price. Data drawn from FSM Screener. I gave Sembcorp Industries a miss, since it is considered a "new" business after demerger and Keppel, because its number are too volatile, for the numbers to be meaningful.They are:1) Lung Kee (HK 0255) (15%)