|
No.
|
Counters
|
No. of
Shares
|
Market
Price (SGD)
|
Total
Value (SGD) based on market price
|
Allocation
%
|
Category
|
|
1.
|
Comfortdelgro
|
40,000
|
S$1.50
|
60,000.00
|
26.0%
|
Recovery
|
|
2.
|
Wilmar
|
10,000
|
S$4.40
|
44,000.00
|
19.0%
|
Momentum
|
|
3.
|
Micro-Mechanics
|
18,000
|
S$2.24
|
40,320.00
|
17.0%
|
Dividend
|
|
4.
|
Lendlease Reit
|
55,000
|
S$0.70
|
38,500.00
|
17.0%
|
Dividend
|
|
5.
|
Tencent (HK)
|
400
|
HK$522
|
37,285.00
|
16.0%
|
Compounders
|
|
6.
|
JD (HK)
|
500
|
HK$291
|
25,982.00
|
11.0%
|
Compounders
|
|
7.
|
Alibaba (HK)
|
500
|
HK$267
|
23,840.00
|
10.0%
|
Compounders
|
|
8.
|
Yuexiu Trans. (HK)
|
27,000
|
HK$4.80
|
23,142.00
|
10.0%
|
Recovery
|
|
9.
|
OCBC
|
3,000
|
S$8.50
|
25,500.00
|
10.0%
|
Dividend
|
|
10.
|
Starhill
|
50,000
|
S$0.45
|
22,500.00
|
9.0%
|
Recovery
|
|
11.
|
Jardine C&C
|
1,000
|
S$18.5
|
18,500.00
|
7.0%
|
Recovery
|
|
12.
|
Bank of China (HK)
|
20,000
|
HK2.53
|
9,035.00
|
5.0%
|
Dividend
|
|
13.
|
GA Pack (HK)
|
9,000
|
HK3.20
|
5,143.00
|
2.0%
|
Dividend
|
|
14.
|
Apple (US)
|
40
|
US$106
|
4,240.00
|
2.0%
|
Compounders
|
|
15.
|
Ho Bee Land
|
300
|
S$2.24
|
672.00
|
1.0%
|
Leftover
|
|
16.
|
Warchest
|
|
–
|
23,000.00
|
10.0%
|
|
|
|
|
|
|
|
|
|
|
Less:
|
[email protected]%
|
|
|
(171,000.00)
|
|
|
|
|
|
|
|
|
|
|
|
Total
|
|
|
|
230,660.00
|
100%
|
100%
|
This month, I was stomped over-busy for work so apology for the slight delay in the updates.
There were not many movement and updates this month so I’ll quickly run over the portfolio to see the latest movement I have.
There were 3 new additions and 2 divestments that left the portfolio per my updates from the previous month.
The first addition is Starhill Reit, which I managed to add a considerable amount of 50,000 shares at $0.435 a few weeks ago as retail malls continue to suffer brutal damage from the lack of tourism coming in. Having gone a few times to Ngee Ann City and Wisma Atria myself, I can definitely see where that other crowd is missing. Having said that, the locals’ crowd is starting to pick up and I definitely see a more robust crowd as compared to the early stage of Phase 2.
At the current valuation, I feel that Starhill presents a good entry opportunity with i.) P/BV at 0.54, ii.) Some amounts of funds retention in Q4, iii.) long lease WALE and iv.) ongoing AEI on Starhill Gallery completing in phases, which provides an upside lift.
This month, I have also started to add banks, and in my case OCBC amongst the three other banks. I do not have any particular banks that I wanted so much but given that UOB is in the South East Asian sector focus (and I already have Jardine C&C covering those areas), I wanted to avoid that repeatedly. Given STI is currently at major support and OCBC makes up 10% of the whole STI components, it’s sort of taking a chance at the STI ETF equivalent.
I don’t expect banks to outperform in the short run so this feels a bit more mid to longer-term as options on other sectors start to run out for me.
The other counters which I added was an HK listed Toll-road company called Yuexiu Transport. I was alerted to this company from a friend after discussing and having liked the recent profile of acquisition plus recovery from China, I decided to put some money in it. I was skeptical earlier about the short lease of a typical toll play but over the years, the management looks to be very active in recycling older assets and buying new ones at a higher irr. Given the recent 1H result loss given many of the breaks during the first half of the year, I am confident that 2H will post a very strong rebound back to normalization.
On the divestment side, I have sold off my hospitality play for CDLHT and Carnival at about 10-15% gain, hoping to buy back later if the share price comes down. Having still quite a bit of play in the recovery sectors, I wanted to be a bit more agile in the turn in terms of churning out and pocketing the gains. I may buy them back if they would come down to my target again.
Networth Updates
The portfolio has continued to slowly climb back up from the previous month of $218,470 to $230,660 this month.
A couple of sectors in the tech and retail REITs pushed up the portfolio while Wilmar dropped quite considerably from the previous month due to a shareholder’s sell-off.
With three months to go, it seems like it’s going to get difficult to meet the revised target of $250k by year-end, but we’ll see if any surprises spring in the next couple of months.
Cheers and stay safe everyone.
whatever happened to AAPL?
U literally mentioned that you just bought in last post, now mysteriously no mention of it.
Oh yes, I forgot to include it! It's in my other Tiger brokerage account and it's a small stake but yes I have 40 shares of Apple.
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CapitaMall and MCT seem richly valued. So it makes sense to look at Lendlease and Starhill.
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