Sign up & unlock articles! SPH share price is in crisis. 22 June 2020 marked the end of 22 years of journey in the Straits Times Index (STI) for SPH, which was being replaced by Mapletree Industrial Trust. Given that the revamped STI was created by SPH in 1998, the latest development is indeed a terrible setback for SPH share price. But in my view, this move could be a strategy by the management to ward off short-selling attacks. SPH share price in Halloween nightmare SPH share price plunged to record 14-year low SPH share price in disaster From 2 December 2019, SGX has dramatically reduced the borrowing rates for index stocks from 6% to 0.5%. This means that if SPH continued to remain in the STI, SPH share price will be vulnerable to short-selling attacks. Currently, investors had l

Just a gentle reminder that our Webinar Replay to Finding Winning Stocks Amid the Panic will be taken down later today at 9:30pm. The replay will be made available only to members of the Bulletproof Value Investing 2020 Course going forward. Members can also watch our previous Webinars such as our Singapore Banks Webinars in May and June. We have members’ only Webinar training that builds on our CORE materials later this month and in August.. details will be released soon!   What Did We Cover During the Bulletproof Value Investing Launch Webinar? During the Webinar, I covered 4 big topics. FIRSTLY – the state of the global economy. I shared with attendees why I don’t see a V-Shape recovery and why I think many people are underestimating the severity of the crisis. W

We had a fantastic turnout on Thursday for our Webinar and I had a lot of fun sharing and answering questions from the 750+ attendees who turned up for the launch of the Bulletproof Value Investing 2020 course! I’ve uploaded the WEBINAR REPLAY and you can find it further down the post. More than 50+ students have already joined within the first 48 hours. If you haven’t already joined, what are you waiting for? What Did We Cover During the Bulletproof Value Investing Launch Webinar? During the Webinar, I covered 4 big topics. FIRSTLY – the state of the global economy. I shared with attendees why I don’t see a V-Shape recovery and why I think many people are underestimating the severity of the crisis. We aren’t even in the eye of the storm yet. Unemploymen

Netlink Trust seems to have weathered the current coronavirus storm well and its price shot up to S$1.010 per unit from S$0.945 per unit just 2 weeks back (13 Jan 2020). For its Q3 FY2020 results, Netlink Trust reported a 9.6% year on year increase in profit after taxation from S$19.6Mil to S$21.5Mil. For the 9mths YTD FY2020 performance, it was even more impressive with a 14.5% profit after tax increasing from S$57.3Mil to S$65.6Mil mainly due to the higher revenue generated from residential connections from the shift of Starhub cable subscribers to fibre optic which was completed by period ending September 2019.With the upcoming collaboration with telecom companies for the deployment of 5G infrastructure, Netlink Trust should be able to continue to deliver even higher revenue and profita

This article was first published on 1 October 2018. Prices are updated as of 10 June 2020. By now, you probably already know that residential households islandwide will be able to pick from a variety of electricity retailers to buy electricity from starting in November 2018, . For most of us, this can be a little unnerving and confusing, since we have been buying power from just one company – SP Group. With the impending launch of the Open Electricity Market (OEM) island-wide, Singapore households will be able to choose from 12 electricity retailers, each offering different plans. What does it mean to buy electricity from a company other than SP Group? Will electricity reliability be affected? Is it compulsory to switch? Now that the OEM is now open to all residential househo

Keppel Corporation is a Singaporean conglomerate which has several affiliated business segments that operate in the following industries (the segments’ percentage contribution to the group’s FY2019 revenue in brackets): Infrastructure (39%): Energy and environmental infrastructure, logistics, and data centresOffshore & Marine (O&M) (29%): Offshore rig design, construction, ship design and repairProperty (18%): Property developmentInvestments (14%): Asset management, master development Keppel has operations worldwide from the Middle East to North America to Brazil. However, it usually draws the bulk of its revenue from Singapore, followed by China. I attended Keppel’s virtual AGM to find out more about how COVID-19 has impacted its operations and about its touted Vis

The pandemic has forced us to make changes to our lives, some of which will stay with even after the circuit breaker ends. Given that life will not return to normal, certain expenses and subscriptions can be cut down to fit your post-Circuit Breaker lifestyle. Here are some of our suggestions. #1 Gym Membership Gyms and fitness studios will remain closed in Phase 1 of the post-Circuit Breaker period. They will only reopen in Phase 2, which could a few weeks after the start of Phase 1, depending on the community spread situation. Most gyms would have waived off the fees during Circuit Breaker, extended your membership expiration date, or have temporarily frozen your membership. In the meantime, some of us have turned to at-home workouts or set up a mini home gym. While it may be a poor

StarHub provides a quad-play service comprising mobile services, pay-TV, fixed broadband and enterprise solutions. It is Singapore’s second largest telecommunications (telco) operator, just behind Singtel. Operating in Singapore’s highly-saturated mobile market, telco operators have engaged in several price wars over the past few years to attract consumers. Compounded with the limited growth prospects in Singapore’s mature telco market, StarHub’s share price has taken a 49% plunge from three years ago to $1.37 today (as of 28 May 2020). I attended StarHub’s 2020 virtual AGM to find out how StarHub plans to navigate this competitive telco market and of course, the impact of COVID-19 on StarHub’s business. So here are seven things I learned at StarHub’s 2020 AGM: 1. S

Sign up & unlock articles! It seems that StarHub share price had lost its way. The fierce telco war has walloped this counter left, right and centre. Since my last coverage on this counter, StarHub share price bottomed out to reach a low of $1.30 in October 2019. Subsequently, the stock went on a fine run to hit a high of $1.55 on 27 February 2020. However, the COVID-19 pandemic came along and sent Starhub share price plunging into the abyss yet again. StarHub share price crashed into wall StarHub share price in last tango? StarHub share price to face $282 million baptism of fire Indeed, investing in StarHub is no fun. This counter used to be the brightest star among the SGX stocks with its strong dividend track record and rising share price. As a matter of fact, StarHub share pr

After getting a beat down in March, April has been a relatively ‘stable’ month for the financial markets in comparison. The Straits Times Index (STI) even managed to eke out a gain, increasing from 2,481 as of 31 March to 2, as of 8 May. With COVID-19 still shutting down many economies, only time will tell if the worse is already behind us, or if the financial markets may suffer a second dip in the coming months. April 2020 also saw some mid-cap stocks on the Singapore Exchange (SGX) doing better than the STI. Some of these stocks have captured the attention of institutional investors and are already giving good short-term returns to their investors. In this week’s edition of 4 Stocks This Week, we look at some mid-cap stocks that have garnered the most attention from institutional i

This article was first published on 3 August 2018 and has been updated to reflect the latest prices and plans. Many of us spend several hundred dollars or more each year on our mobile phone plans but rarely consider whether there are better mobile subscriptions in the market when our contracts run down. The main reason – we are often lured by seemingly lucrative deals on the latest handphone models rather than trying to source for the best mobile subscription that actually fits our usage requirement. Often, we end up opting for more expensive plans just to enjoy the initial handset subsidy. To lower the cost of buying the new phone, we also typically trade-in our perfectly working mobile phones which may have nabbed us a better deal if we sold it on Carousell, eBay or even mobile s

Temasek invests in about 40 global stocks, the largest investment by market capitalization is in Singtel (52% shareholding), jewel in the crown. Singtel (SGX: Z74) is not just the fixed deposit of Temasek (through consistent dividend payment for decades), also cash generator for over 1 millions Singaporeans who are Singtel retail investors, the most popular stock in Singapore. Over the past few years, due to competitive global and local Telco industry (eg. new player TPG in Singapore, uncertain regional markets), despite Singtel is more defensive than other peers, share prices has dropped by half from the peak of $4.40 to $2.28/share (about 30% price dip was over the past 2 months of global stock crisis). This is relatively stronger compare with local competitor Starhub (SGX: CC3)

This will be a short post.I believe in investing, we need the connect the numbers to a story to make better sense of a business. U can call it growth modeling or revenue projection, but I feel both u can't really make it buy or sell call without both.For a stock that I owned, I usually sit up when it falls 20 percent. I will ask my self to do 3 things. 1) Buy more, 2) Sell some or all, 3) find out more so that I can do 1) or 2) within days or a week.This approach has mix results but it keeps me sanity and allow me to sleep well. I will share examples and what I have learn from themA few examples. Sembcorp Industries, SIA engineering etc. Both I have been accumulating as they retreat. SIA engineering has rebound from a low of near 2 dollars and to a high of close to 3 dollars before th

This article was first published on 14 June 2019 and updated with the latest prices. Living in Singapore, it’s unthinkable not to have internet access. While majority of us already have access to internet via our mobile phones as well as in the office, we still have to subscribe for a home broadband that provides unlimited usage for everyone in our household. When it comes to choosing the best broadband plan for our home, there are six main players in the market. No. Internet Service Provider (ISP) 1 M1 2 MyRepublic 3 SingTel 4 StarHub 5 ViewQwest 6 WhizComms   When applying for a home broadband service, there are two types of fees that you may be charged, outside of what the internet service provider charges. NLT Service Activation Fee: We have to pay $56.71 for

Taxi drivers are complaining about low pick up rate and are suffering from massive income cut. SMRT and Comfort Delgro will suffer.Tourists are not coming to Singapore. So the likes of Gentings and Straco are suffering from zilch revenue.Tourists are staying away from flying into Singapore given the number of cases. Singaporeans are also worried about flying out. So SIA will suffer, and the effect will cascade to SATS.  SIA has already cut large number of flights in the months ahead and staff are surplus a plenty.No tourists, no major events, the MICE sector also suffers. So Kingsmen will suffer.Trade grinding to a halt because China factories are only slowly trying to resume amidst their lockdowns and containment. So all the industrial and shipping side are facing slow

In recent years, investors have become more aware of investing in low-cost passive Exchange Traded Funds that can be bought and sold like stocks. The upside to these ETFs is they tend to have low management fees. In the case of the Straits Times Index (STI) ETF which gives you exposure to the Singapore Market, they both have management fees of just 0.30%. However I don’t think it’s a great investment and here’s why. Singapore Market and Hence STI ETF is Not Great The STI ETF tracks the Singapore stock market which has been in doldrums for the last decade. To give you an idea, when I started investing in 2010, the STI was hovering around 3,200… more than 10 years later it’s still hovering at 3,200. To give you some perspective: US Market: +16.5% per annum Hong Kong Market: +9.5% p

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.

During my last review of Netlink Trust after its Q1 FY2020 results announcement (Netlink Trust- Stable Cash Cow Or Just Another Time Bomb Waiting To Explode?), I was disappointed that its free cashflow was insufficient to sustain dividends and seems to be using bank borrowings to fill the gap. But with the announcement of its Q2 FY2020 results, Netlink Trust has shown an amazing 17% increase in quarterly net profit relative to FY2019 on the back of the switch by many customers of Starhub from cable to fibre services. This is an awesome delivery of results considering the previous quarters of mediocre financial performance which lead to the prolong lackluster unit price since IPO. I have re-run the free cash flow testing using 3 scenarios:1. The first one is using Q1 FY2020 net operati

In the first edition of our 4 Stocks This Week column in 2020, we zoom into the new companies that have been added into Singapore’s benchmark Straits Times Index (STI) in the past two years. When we invest in the STI, we are gaining exposure to a diverse and strong group of companies – or more commonly termed the 30 largest and most liquid companies – listed on the Singapore Exchange (SGX). Often, this is part of a passive investing strategy and to achieve market returns. While investors can take a hands-off approach and just let their investments grow over a long horizon, the STI itself is regularly reviewed and updated if there is a need. Read Also: SPDR STI ETF VS Nikko AM Singapore STI ETF: What’s The Difference Between These 2 Straits Times Index ETFs Listed On The SGX? Precis

Is this the beginning of the end for DBS Group share? One of the biggest Singapore financial news that set tongues wagging should be the joint application of a digital bank license by Singtel and Grab. Many investors are wondering if digital banks could pose a serious threat to the incumbent banks in the long run. In my point of view, the move by Grab should be a desperate bid to enhance bottom-line to pave the way for the coming Grab IPO in 2023. I honestly doubt that Grab or Singtel would want to compete directly with DBS Group because all three entities are backed by Temasek Holdings. It will not be the interest of the investment firm to see DBS Group share collapsing like StarHub. Of course it is still early days for the digital banks but it will be too far-fetched to claim this could