Investment Portfolio1. No activityStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$2.03+73/46%+108.00%Genting SP$0.5314$0.72+34.92%+38.58%KepCorp$7.4156$5.22-29.97%+51.66%SIA-SATS$5.8764$4.5182 #-23.42%+27.29%SIA MCBz300608$1.00$0.9725 #-2.80%+3.14%SingPost$1.0093$0.635-37.65%+54.51%MapletreeInd Trust$0.9721$2.78+184.85%+82.08%Kep DC Reit$0.9946$2.48+148.69%+43.88%Frasers Cpt Trust$1.6908$2.27+33.31%+24.65%STI ETF$2.3423$3.119+26.33%+5.40%Unrealized+23.02%+44.68%StrategicLendlease Reit--$0.8787.00 cents/share12.783 centsInnoTek--$0.8080.00 cents/shareFu Yu--$0.2929.00 cents/share3.7 centsCost$0/shareUnrealized+2.26%(% of Non-Strategic cost)SummaryTotal Unrealized**+13.77%--Total Realized (Strategic)**+639.12%+27.34% (% Non-Strate

It has been a very long time since I last took a detailed look at Fu Yu Corp in my investment portfolio. I was surprised recently when the projected dividend tool from Stocks Cafe indicated that Fu Yu Corp will be crediting S$3.3K of dividends (11.38% yield) on 7 September 2021. A special dividend of 3.3 cents per share had been declared on top of interim dividend of 0.4 cents per share for the 1H 2021 results. Hence I decided to do a quick review of its current business operations.Apparently, for 1st half results announcement,  Fu Yu Corp had announced net profit improvement of 20.1% to S$8.9Mil in 1H2021 relative to S$7.4Mil in 1H2020. Fu Yu Corp financial position remained sound with cash of S$100.2Mil and zero borrowings on its balance sheet. To demonstrate appreciation to ex

Investment Portfolio1. Received MapletreeInd Trust dividend of 1.14 cents/unit2. Received CapitaMall Trust dividend of 5.18 cents/unit3. Received KepCorp dividend of 12 cents/share4. Received STI ETF dividend of 3.3 cents/share5. Received Lendlease Reit dividend of 2.335 cents/unit6. Received Kep DC Reit advance distribution of 1.421 cents/unit (estimate)7. Increased Fu Yu holding by 100% at $0 cost8. Received Fu Yu dividend of 3.7 cents/shareStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$2.06+76.04%+108.00%Genting SP$0.5314$0.765+43.38%+38.58%KepCorp$7.4156$5.20-30.24%+51.66%SIA-SATS$5.8764$4.4776 #-24.11%+27.29%SIA MCBz300608$1.00$0.985 #-1.53%+3.14%SingPost$1.0093$0.655-35.67%+54.51%MapletreeInd Trust$0.9721$2.92+199.24%+82.08%Kep

1.  SPH Reit  --  12th Jul 2021  (Business Update)2.  Mapletreelog Trust  --  19th Jul 20213.  SPH  --  19th Jul 2021  (Business Update)4. Suntec Reit  --  22nd Jul 20215.  Frasers Centrepoint Trust  --  22nd Jul 2021  (Business Update)6.  SATS  --  22nd Jul 2021  (Business Update)7.  MapletreeCom Trust  --  23rd Jul 2021  (Business Update)8.  SIA Engg  --  23rd Jul 2021  (Business Update)9.  Keppel DC Reit  --  26th Jul 202110.  Keppel Pac Oak US Reit  --  26th Jul 202111.  Mapletree NACT  --  26th Jul 2021  (Business Update)12.  Keppel Reit  --  27th Jul 202113.  MapletreeInd

Read? Higher Dose Of Panadol's For PandaNot always Pyramid Down! :-)

Yearly dividends collected slowly added year on year and always go up! Read? Fu Yu : Bought $0.30 For Round 2Read? Wilmar : Bought @ $4.28 for Round 14Fu Yu : Declared higher ordinary interim dividend of 0.4 cents per share and special dividend of 3.3 cents per share for 1H21Wilmar : Proposed interim tax-exempt dividend of S$0.05 per share, the highest interim dividend since listing

 Investment Portfolio1. Received SingPost dividend of 0.6 cents/share 2. Received Kep DC Reit dividend of 4.924 cents/unitStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$2.15+83.78%+103.55%Genting SP$0.5314$0.81+51.84%+38.58%KepCorp$7.4156$5.49-26.33%+50.04%SIA-SATS$5.8764$4.4588 #-24.43%+27.29%SIA MCBz300608$1.00$0.995 #-0.51%+3.14%SingPost$1.0093$0.64-37.16%+54.51%MapletreeInd Trust$0.9721$3.00+207.47%+80.91%Kep DC Reit$0.9946$2.64+164.77%+42.45%Frasers Cpt Trust$1.6908$2.42+42.18%+24.65%STI ETF$2.3423$3.223+30.69%+3.66%Unrealized+30.10%+43.91%StrategicLendlease Reit--$0.87587.50 cents/share10.448 centsInnoTek--$0.9090.00 cents/shareFu Yu--$0.29529.50 cents/shareCost$0/shareUnrealized+2.16%(% of Non-Strategic cost)SummaryT

Read? Fu Yu - One Big Step Up today!

Investment Portfolio1. Received MapletreeInd Trust advanced dividend of 2.21 cents/unit2. Increased MapletreeInd Trust holding by 9.42% due to Preferential Offering at $2.64/unit.  Increasing holding price from $0.8143/unit to $0.9721/unit.  Dividend return reduced from +102.98% to +80.91%3. Cash holding reduced from +46.32% to +45.52%StockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$2.09+78.62%+103.55%Genting SP$0.5314$0.835+56.55%+38.58%KepCorp$7.4156$5.47-26.60%+50.04%SIA-SATS$5.8764$4.3088 #-26.98%+27.29%SIA MCBz300608$1.00$1.01 #+1.01%+3.14%SingPost$1.0093$0.715-29.73%+53.92%MapletreeInd Trust$0.9721$2.83+189.99%+80.91%Kep DC Reit$0.9946$2.49+149.70%+37.50%Frasers Cpt Trust$1.6908$2.43+42.77%+24.65%STI ETF$2.3423$3.175+28

Investment Portfolio1. Received MapletreeInd Trust dividend of 3.3 cents/unit2. Added InnoTek at $0 cost to Strategic Section3. Added Fu Yu at $0 cost to Strategic Section4. Entitled to SIA Rights issue of 209 MCBs for every 100 existing shares5. Entitled to MapletreeInd Trust advanced distribution of between 2.11 to 2.31 cents/unit6. Entitled to MapletreeInd Trust preferential offering of 5 new units for every 100 existing units at price between $2.57 to $2.64/unitStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$2.09+78.62%+103.55%Genting SP$0.5314$0.845+58.43%+38.58%KepCorp$7.4156$5.33-28.49%+50.04%SIA-SATS$5.8764$4.3565 #-26.17%+27.29%SIA MCBz300608$1.00$1.005 #+0.50%+3.14%SingPost$1.0093$0.725-28.74%+53.92%MapletreeInd Trust$0.8143

Added Fu Yu to the Strategic Section of the Investment Portfolio.  Another non Reits addition after InnoTek.  Same as InnoTek was initially undecided which portfolio to put it in.  So in the end, just follow InnoTek, group it into the Strategic Section of the Investment Portfolio.  Thus, the path of Fu Yu should be similar to InnoTek.Company BackgroundFu Yu was established in 1978 as a partnership fabricating injection moulds and manufacturing plastic injection parts. It is a manufacturer and supplier of high-precision injection moulds and plastic parts in Asia. Currently, it has 12 plants in Singapore, Malaysia and China. The Group's operations make a complete range from design to fabrication to assembly, and include finishing activities such as silk screening, pad pri

1. SPH Reit  --  29th Mar 2021 2. SPH  --  30th Mar 20213. Kep Infra Trust  --  19th Apr 2021  (Business Update)4. Kep Pac Oak US Reit  --  19th Apr 2021  (Business Update)5. Kep DC Reit  --  20th Apr 2021  (Business Update)6. Kep Reit  --  21st Apr 2021  (Business Update)7. Mapletreelog Trust  --  21st Apr 20218. Kep Corp  --  22nd Apr 2021  (Business Update)9. MNACT  --  22nd Apr 2021  10. Frasers Cpt Trust  --  23rd Apr 202111. Parkway Life  --  23rd Apr 202112. Ascendas Reit  --  23rd Apr 2021  (Business Update)13. CICT  --  26th Apr 2021  (Business Update)14. Starhill Global  --  26th Apr 2021 

Minority independent shareholders of plastic component suppliers Sunningdale Precision have until 3pm today to vote on the offer made by the company’s chairman Koh Boon Hwee via a holding company named Sunrise Technology Investment Holding (STIH) to take Sunningdale private. Since this is an offer by a majority shareholder and it is by way of a scheme of arrangement, only independent shareholders are allowed to vote, so it is crucial as far as Sunningdale’s future is concerned that as many such shareholders as possible cast their vote before today’s deadline. Before that however, a recap of the salient points would be useful. Reason for the offer The offeror has said Sunningdale’s customers are managing risk actively by adjusting supply chains away from a concentrated production in

Superhero strength and superhero cash generating abilities indeed best describe Fu Yu Corporation ("Fu Yu Corp"). Earlier this week, I was surprised to see that Fu Yu Corp stock price has shot up by 40% relative to my average entry purchase price of S$0.205. Turns out that the trio co-founders has sold off the majority of their stakes to a private equity fund. The co-founders have sold off 29.8% of their stakes, around 224.4Mil shares of Fu Yu Corp, for S$58.3Mil to local fund management firm, Pilgrim Partners Asia. This works out to a valuation of S$0.26 per share. 1. Is Fu Yu Corp overvalued at S$0.290 given last major sales is at S$0.26 per share? Time to sell?Based on net assets per share, it is showing S$0.217 as per the recent announcement. However, there was an analysis re

In a few days time, we will welcome 2021. 2020 has been a strange year. For many of us, some of the norm and stuff that we are so used to do has changed. I am sure many hope that this pandemic will be over soon. It is also a strange year for investors, fist witnessing market crashing almost everyday and followed by fierce FOMO re-bounced. For the braved ones, it has been rewarding but like most investors, my portfolio was ugly red during the March crashed.Here is a summary of how I have done. My overall portfolio performance as follow:Dividend received = $18,917Profit from sale of stocks = $19,804Trading = $1593 (45%)  (started in Oct. as experimental)Total profit 2020 = $40,314Below are my worst performing counter:Sing O&G (-25%)Halycon agri (-16%) - TradingSilverlakes

Fu Yu Corporation senior management has been doing a wonderful job of streamlining their manufacturing operations to rein in excess capacity and cost. On 7th August 2020 (after SGX closed for the week), Fu Yu made the announcement for the closure of factory in Chongqing, China. This is on the back of the Shanghai factory closure in previous FY2019. Financial impacts:There will be a one off restructuring cost of S$1Mil for the 1st half of the financial year due to the closure of Fu Yu Chongqing. Other than that, this closure does not have a significant impact to the profitability of the group. While the revenue contribution is around 10% to the Group, the net profit contribution makes up only  1% for profit before tax numbers. I view this as a good time to right size the Chin