No. Counters No. of Lots Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. FraserCenter Point Trust 26 1.84 47,840.00 23.0% 2. Vicom 6 4.91 29,460.00 14.0% 3. SPH 6 4.10 24,600.00 12.0% 4. FraserCommercial Trust 14 1.23 17,220.00 8.0% 5. Neratel 20 0.74 14,800.00 7.0% 6. First Reit 13 1.055…
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Jardine Cycle & Carriage – Is valuations getting attractive? – Part 2
We know that much of Jardine’s C&C earnings are dependent almost entirely on how Astra would perform as their earnings contributed 93% of Jardine’s earnings. The other 7% or so would go to the “Other Motor Interests” business they have with Singapore, Malaysia and Vietnam. Therefore, any adverse changes in the political, social, economic and…
Jardine Cycle & Carriage – Is valuations getting attractive?
Jardine Cycle & Carriage is one of the leading bluechip Singapore listed company and a member of the Jardine Matheson Group. It has an interest of over 50% in Astra, a premier listed Indonesian conglomerate, as well as other motor interests in SEA. This is a company which has yields over ROE > 20% in…
How am I coping with my expenses after marriage life?
Many people said that marriage is a burden to expenses. I wouldn’t exactly deny that but I wouldn’t want to avoid marriage too for that reason. It is true that when two people got married, it seems that even though your spouse is also earning income (which adds up to your overall household income), the…
Recent Actions – SIA Engineering
SIA Engineering has been one of my personal favorite and a darling company for many investors which has seen its dividends grow from 16 cents to 18 cents, 20 cents, 21 cents and finally 22 cents in the past 5 years. The management has also returned shareholders value well with ROE > 20% in the…
Recent Action – CDL Hospitality Trusts
Hospitality sectors have been under huge pressure from the markets in recent months and it is easy to see that from the graphs. On YTD, the shares for CDL Hospitality Trusts have fallen from a 52 week high of $2.12 to today’s 52 week low of $1.50. I managed to load them today at $1.505….
Is Monopoly the best board game to teach “Money” basic to your kids?
When I was young, we were always taught to win. To win at something, it means that your opponents will have to lose. It is for that very reason why everytime we finish playing “Monopoly” board games with our friends or relatives, we don’t feel good about it – even as we finish the game…
28th Birthday Edition Post – What’s the next target?
This is my 2nd edition birthday post since the inception of this blog. I turned 28 years old today. Below is a table of my 10 year projection target which I have set at the start of the journey until I turned 35 years old. I must say things have been going pretty well this…
“Aug 13″ – SG Transactions & Portfolio Update”
No. Counters No. of Lots Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. FraserCenter Point Trust 26 1.765 45,890.00 24.0% 2. Vicom 6 4.66 27,960.00 14.0% 3. SPH 6 3.97 23,820.00 12.0% 4. FraserCommercial Trust 13 1.215 15,795.00 8.0% 5. First Reit 13 1.05 13,650.00 7.0% 6. Ascott Reit 9…
SGX to reduce lot size potentially from 1000 to 100 to 1
SGX has announced that they are studying to reduce its lot size from the current 1000 to 100 and eventually to 1. So imagine if that were to happen, I would have owned 260 lots of FCT instead of the 26 lots I owned now 😀 I think we might get a general consensus from…