This is my first quarterly results coverage review for CCT since I’ve been vested in the counter a couple of months back. The trust recorded a 2.6% increase for the quarter in the distributable income year on year, which translates into a 2.4% increase in the DPU to unitholders (which is approximately at 2.14 cents)….
My Thoughts On The Oxley Bonds Issuance at 5% Coupon Rate
Oxley is a relatively well known developers amongst the retail scene and they are the latest corporate to tap into the retail bond market by issuing a $125m with an option to increase to $300m depending on public interest. Going from the look of what their past retail bonds issuance is like and the public…
Developers Facing Extension Charges
Earlier in the month, I wrote a post on a summary guide to some of the big developers listed in the stock market. You can view the post here. In the recent weekend edition of the edge, they come up with a good summary guide for the impact of the extension charges in a…
A Digital Distraction Away From Life and Investing
I am now back in our local tiny island after spending a week away from the hustle and bustle of repeated weekly task. Even though the trip was still somewhat related to work and I still had to engage most of the time during the day attending meetings and discussions, and spending time responding emails…
Blog Leave – 19 to 23 October (Business Trip to BKK)
I’ll be away on a business trip almost for the whole of next week to BKK, so it’s unlikely that I will post anything on the market, with some of the companies I have reporting their quarterly results along the way. In the meantime, stay safe and vigilant on the earnings results. It might…
Thoughts on Perennial Real Estate 4.65% Bond
My fellow bloggers and good friends LP and AK have both written an excellent article on their blogs explaining their thoughts on the bonds, so I am not going to repeat much of what is in the details. Regular readers would know that I am not a big fan of bonds in general. I previously…
“Oct 15″ – SG Transactions & Portfolio Update”
No. Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. China Merchant Pacific 45,000 0.91 40,950.00 12.0% 2. Vicom 6,000 6.10 36,600.00 11.0% 3. Kingsmen 37,000 0.79 29,230.00 9.0% 4. ST Engineering 5,000 3.16 15,800.00 5.0% 5. Stamford Land 30,000 0.51 15,300.00 5.0% 6. Accordia Golf Trust…
Reducing Activities That Aren’t Important In Your Life
One of the biggest beneficiaries I’ve discovered since becoming a parent is that I have a much greater willingness to pay for time and how I treasure the feeling of togetherness as one. The feeling is mutual for now, though I’m sure as he grows older, he will have time for his own activities and…
Dividend Investing – Revisited
I would like to draw a reference post by GV which I thought he did really well in explaining the truth about dividend investing which many had overlooked. Readers of this blog would know that I am a proponent of cashflow investing which is a subset of dividend investing if you like to see…
A Quick Summary Valuation Guide for Developer Companies
Many developer companies have long endured a depressed valuation for a number of years, due to poor market sentiments from the market and tightening of the government policies. As investors, we know that these developers are currently trading at a significant discount to their book value, a metric which is key to valuing these…