tag:blogger.com,1999:blog-7944902213075756335.post168445573092670429..comments2024-03-29T10:22:24.187+08:00Comments on A Singaporean Stocks Investor (ASSI): Croesus Retail Trust: Overnight BUY order filled.AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger44125tag:blogger.com,1999:blog-7944902213075756335.post-91256189655893702862014-01-28T23:00:56.706+08:002014-01-28T23:00:56.706+08:00Hi E H,
I always believe that a peace of mind is ...Hi E H,<br /><br />I always believe that a peace of mind is priceless. If it is going to give you sleepless nights, best to stay away from it. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-73093662350057229052014-01-28T21:58:00.201+08:002014-01-28T21:58:00.201+08:00AK
Buying REITs is as good as buying its currenci...AK<br /><br />Buying REITs is as good as buying its currencies. First, Lippo and Saizen give me the jitters.KChttps://www.blogger.com/profile/15681244843883578276noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-7523039462003659662014-01-28T20:05:08.236+08:002014-01-28T20:05:08.236+08:00Hi Maximillian,
Thank you for the well wishes.
I...Hi Maximillian,<br /><br />Thank you for the well wishes.<br /><br />I hope to put some of the money in my war chest to good use very soon. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-87019214419466556592014-01-28T20:03:22.779+08:002014-01-28T20:03:22.779+08:00Hi David,
Yes, I read the story regarding HSBC. U...Hi David,<br /><br />Yes, I read the story regarding HSBC. Unfortunately, this is beyond my ken. I think we need to be the powers that be to know what is going on.<br /><br />So, I have a choice to stick to my plan or get petrified with fear. Hmmm. What to do?<br /><br />If we have a plan that will see that we do OK whether the market is up or down, we should stick to our plan. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-27340951677744505992014-01-28T17:57:32.491+08:002014-01-28T17:57:32.491+08:00Thanks AK.
I think i might as well get myself sta...Thanks AK.<br /><br />I think i might as well get myself started with reading all of your posts. <br /><br />Happy luna new year and i wish you n your family good health and may your warchest grows bigger and fatter.Maximillianhttps://www.blogger.com/profile/02059100936898666706noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-20126653524180301322014-01-28T17:50:46.260+08:002014-01-28T17:50:46.260+08:00Hi AK,
just to check with you. Probably you've...Hi AK,<br />just to check with you. Probably you've heard some issues with HSBC U.K not having enough capital (low capitalization) and therefore they're making it diffult for ppl to withdraw cash. Seems a few of the Europe banks have the same set of problems. I wonder whether it would result in another finance issue.<br />Another article that i think is related to also why gold suddenly Davidhttps://www.blogger.com/profile/11920464781307509226noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-77085935019301991922014-01-28T15:26:59.886+08:002014-01-28T15:26:59.886+08:00Hi Yee,
Some big fish is buying up Croesus at 87....Hi Yee,<br /><br />Some big fish is buying up Croesus at 87.5c today. Hmmm...AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-63419412197234158232014-01-28T15:24:03.144+08:002014-01-28T15:24:03.144+08:00No Lah... AK, me small fish... buy a little only.No Lah... AK, me small fish... buy a little only.Forex Guruhttps://www.blogger.com/profile/07038750232911100863noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-42715273301915799302014-01-28T15:22:37.709+08:002014-01-28T15:22:37.709+08:00Hi SGYI,
Oh, right or wrong, I am not sure but it...Hi SGYI,<br /><br />Oh, right or wrong, I am not sure but it is one possible track. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-73880105008513479652014-01-28T15:04:32.399+08:002014-01-28T15:04:32.399+08:00Hi AK,
Oh, great to hear that. This means I'm...Hi AK,<br /><br />Oh, great to hear that. This means I'm on the right track :p<br /><br />SGYIhttps://www.blogger.com/profile/09445517891969740960noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-13292188318315668812014-01-28T14:59:14.812+08:002014-01-28T14:59:14.812+08:00Were you the one who bought all 165 lots at 87.5c ...Were you the one who bought all 165 lots at 87.5c at 2.54pm just now?AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-54625205439961990072014-01-28T14:55:57.275+08:002014-01-28T14:55:57.275+08:00I am also vested at 87.5 cents... :)I am also vested at 87.5 cents... :)Forex Guruhttps://www.blogger.com/profile/07038750232911100863noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-68797063710256707392014-01-28T14:18:50.599+08:002014-01-28T14:18:50.599+08:00Hi SGYI,
I think we share the same approach. :)
...Hi SGYI,<br /><br />I think we share the same approach. :)<br /><br />I always look at the big picture first. Top down approach. Then, within what I feel are more promising industries, I try to look for undervalued stocks.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-31761436032234766402014-01-28T14:15:03.063+08:002014-01-28T14:15:03.063+08:00I would think the property cycle has peaked. Earni...I would think the property cycle has peaked. Earnings will surely drop as the number of property transactions decreases. <br /><br />From the stock market's perspective, the property market may crash but those property stocks shouldn't drop by too much as much has already been priced in. However, it may stay low and lag behind for quite sometime. It would be a better choice to invest SGYIhttps://www.blogger.com/profile/09445517891969740960noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-87181774646545850242014-01-28T14:03:54.137+08:002014-01-28T14:03:54.137+08:00Hi Mike,
I will wait for your analyses which I be...Hi Mike,<br /><br />I will wait for your analyses which I believe will be Top Grade as usual. :)<br /><br />For now, I will wait. The property cycle is on a slippery downslope and there is probably a better time to get back in.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-21534095646081571052014-01-28T13:52:41.952+08:002014-01-28T13:52:41.952+08:00Hi AK,
What u say is properly true, I however fin...Hi AK,<br /><br />What u say is properly true, I however find Wingtai interesting, beside sim Lian.<br /><br />Not that they Are screaming buy now, but my gut feel is MR market is about to get depressing about them soon. Hahaha<br /><br />Of course, the devil is in the details. How many bought land at recent skyhigh prices, how many pending launches are sold out, their exposure to various marketsAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-3244523547523306692014-01-28T13:05:41.586+08:002014-01-28T13:05:41.586+08:00Hi Mike,
I have been told this as well but with t...Hi Mike,<br /><br />I have been told this as well but with the belief that property developers, especially those heavily exposed to the domestic market, will face strong headwinds in the next couple of years, I have mostly avoided them.<br /><br />For a brief period, I was exposed to Sim Lian as well as its numbers suggested that its stock is cheap but I have since divested. When in doubt, I AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-40434396252235284152014-01-28T12:58:26.378+08:002014-01-28T12:58:26.378+08:00Hi Maximillian,
In my blog's right sidebar, y...Hi Maximillian,<br /><br />In my blog's right sidebar, you will find some links to blog posts which I think might be more useful to readers. One of these is:<br /><br /><a href="http://singaporeanstocksinvestor.blogspot.sg/2013/07/motivations-and-methods-in-investing.html" rel="nofollow">Motivations and methods in investing.</a><br /><br />Hope this is what you are looking for. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-39788477584659708802014-01-28T12:53:52.893+08:002014-01-28T12:53:52.893+08:00Hi boonchin,
I don't know if I would be inter...Hi boonchin,<br /><br />I don't know if I would be interested in FCT at current price. Personally, my family shop at CMT's malls most of the time. Care to do a guest blog on FCT? ;)<br /><br />You trying to get me to say something more about Saizen REIT in my portfolio? Sneaky! ;pAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-7501963898553758542014-01-28T12:52:15.363+08:002014-01-28T12:52:15.363+08:00Hi AK,
I am just wondering if we are missing out ...Hi AK,<br /><br />I am just wondering if we are missing out on the non-REIT property counters.<br /><br />Some are giving consistent yield comparable to reits,6-7%.<br /><br />In the case of Sim Lian, it's balance sheet is also strong, very very low gearing.<br /><br /> Of course, everybody is talking about the property market crashing. Weird, how extreme market can swing, many property Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-64138497451316972912014-01-28T12:45:14.804+08:002014-01-28T12:45:14.804+08:00Hi AK,
Have been following your blog for a while...Hi AK, <br /><br />Have been following your blog for a while and notice that you are very active and knowledgable. Nice effort you have here! Noted that you have alot of postings on REITs. So perhaps your investment objective is for income. <br /><br />Is there a post where by you explain about investing for income or growth? Or anything about investing objective?<br /><br />Thanks!Maximillianhttps://www.blogger.com/profile/02059100936898666706noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-20441934105085036112014-01-28T12:34:10.106+08:002014-01-28T12:34:10.106+08:00Surprised that FCT not in your "like list&quo...Surprised that FCT not in your "like list" :(<br />I assume today price @ 1.715 should be attractive with some discount to its NAV. Presume this provides some MOS?<br /><br />I'm feeling that Saizen is definitely in your top 2. Good guess :P Lolboonchin.nghttps://www.blogger.com/profile/13837327834666862796noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-59565502322972678792014-01-28T11:43:11.018+08:002014-01-28T11:43:11.018+08:00Hi Yee (I hope I remember correctly),
For Abenomi...Hi Yee (I hope I remember correctly),<br /><br />For Abenomics to work, the JPY has to stay low but not too low as to cause hardship for the Japanese people. So, the bounce in the JPY is probably going to be temporary. <br /><br />The Yen in Dec 2011 was S$16.50 to JPY 1,000, I remember because I was in Tokyo and everything looked expensive, and last month when I was in Osaka, it was only $12.20 AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-31996643007656091352014-01-28T11:27:22.771+08:002014-01-28T11:27:22.771+08:00Hi AK71,
I spend some time looking at the SGDJPY ...Hi AK71,<br /><br />I spend some time looking at the SGDJPY rate as well... It might be a good time for investing into CRT after the rate went from 57.11 in 2011 to current 80.57 now. <br /><br />In time of crisis, people will rush to safety and JPY is always one of the place where money are parked. Seem like a lot of fund are closing their carry trade which is good for YEN.<br />Forex Guruhttps://www.blogger.com/profile/07038750232911100863noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-83834197512474292342014-01-28T10:11:05.989+08:002014-01-28T10:11:05.989+08:00Hi imdna,
Sneaky! ;p
Difficult to answer. I like...Hi imdna,<br /><br />Sneaky! ;p<br /><br />Difficult to answer. I like different REITs for different reasons but they will all face the same headwind from a rising interest rate environment.<br /><br />I will give you a list of REITs I like more (even now):<br /><br />1. First REIT<br />2. LippoMalls (LMIR)<br />3. AIMS AMP Capital Ind REIT<br />4. Saizen REIT<br /><br />Choose 2 from the list? AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.com