This is one of my biggest holding position so I thought I should write my thoughts on their latest results. If you just browse through their results on a glance, you should see flat results for Q4 thinking that they are doing better. They are actually not and the same issues surrounding the Singapore and…
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Eminence Cufflinks – Dress For Success
I don’t usually shop much these days, unlike in the past where I often drew up my wardrobe full of nice shirts and pants and planned onto what to wear for each days of the week. The few things I do still have a weak spot on however is accessories and this covers the likes…
My Career Story – Past, Now & Future
For the past 6 years I have been blogging, I have not really talked about how I transition my career growth from one to the next. It is not because that I had purposefully avoided them, but rather there is no impending urge to think and reflect about how I had transitioned from each stage…
“Jan 17” – SG Transactions & Portfolio Update”
No. Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. CDL Hospitality Trust 50,000 1.405 70,250.00 14.0% 2. Ireit Global 73,000 0.725 52,925.00 11.0% 3. Fraser Logistic Trust 40,000 0.94 37,600.00 8.0% 4. Lippo Mall Trust 80,000 0.37 29,600.00 6.0% 5. Kingsmen 45,000 0.64 28,800.00 6.0% 6….
Recent Action – Sabana Reit
I made my first transaction for 2017 that I’ve monitored for quite some time. Sabana Reit is probably one of the most hated Reits in the whole universe of S-reits at the moment. And they are rightfully so. Investors who has been with them since the IPO has seen the share price go up to…
2nd Chance Properties On Issuance of Bonus Warrants
The management of 2nd Chance Properties announced a proposed bonus issue of free warrants on the basis of One bonus Warrant for every One existing ordinary share to the shareholders. The size of the bonus warrants issued is as much as the paid-up share capital of the company, which is currently at 755,396,152. The enlarged…
Sniffing Opportunities in 2017
The market has only been trading for about 3 days since we enter 2017 and it has been on a strong run upwards. The STI for instance, has increased by about 70 points for the last 3 days and it looks like it will continue to surge higher upwards. They are still reasonably cheap by…
2016 Review & 2017 New Year Resolution
This week is reflection period as we clocked down 2016 to the last day of the year. Personal Objective is always something personal which I look back from time to time to see where the indication of the goal is. They are not exhaustive by any measure but they give a direction to where I…
Recent Action – LMIRT
This will be a quick update on my latest addition to the portfolio as I tried to allocate some capital from the profits made on Spackman sold this week. I added 80,000 shares of LMIRT at a price of $0.37. My rough calculation tells me that’s about 9% yield on the dividend. People who know…
2016 XIRR Portfolio Return and Key Takeaways
I always do this every year just to quickly see where I stand beside the benchmark, which in this case is the STI ETF. XIRR is not an exhaustive measure for performance because it depends on many various factors, such as whether it includes cash. Mine did not include cash consideration otherwise it would have…