tag:blogger.com,1999:blog-7944902213075756335.post1715473835329645182..comments2024-03-28T10:39:01.047+08:00Comments on A Singaporean Stocks Investor (ASSI): 4Q 2020 passive income: Year of the COVID-19.AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger39125tag:blogger.com,1999:blog-7944902213075756335.post-82629262120176011332021-06-10T10:30:54.481+08:002021-06-10T10:30:54.481+08:00Hi KC,
I still have a smallish investment in Sing...Hi KC,<br /><br />I still have a smallish investment in SingTel after significantly reducing exposure sometime in the first half of 2019.<br /><br />I did not add to my investment in SingTel during the last market crash and it is unlikely that I would do so in the future as there are more interesting options out there.<br /><br />For example, I remember reducing my exposure to SingTel and Wilmar AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-4661825349044949672021-06-09T16:11:26.873+08:002021-06-09T16:11:26.873+08:00Hi AK,
Would like to hear your thoughts on Singte...Hi AK,<br /><br />Would like to hear your thoughts on Singtel. With operating income on a decreasing trend and expected huge capex for 5g infrastructure in the next few years,does Singtel still fit your investment thesis? Would you buy more in the next dip?KChttps://www.blogger.com/profile/17883885060708115132noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-25657779150670787622021-02-25T13:54:08.348+08:002021-02-25T13:54:08.348+08:00Hi Betta man,
With the construction sector hit ha...Hi Betta man,<br /><br />With the construction sector hit hard last year, this is a prudent measure.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-27677682467301759232021-02-25T09:14:31.442+08:002021-02-25T09:14:31.442+08:00Massive cut in Hock Lian Seng's dividend. Any ...Massive cut in Hock Lian Seng's dividend. Any cause for concern ?<br /><br />https://links.sgx.com/FileOpen/Financial%20Statements%20and%20Related%20Announcement%20for%20the%20financial%20year%20ended%2031%20December%202020.ashx?App=Announcement&FileID=649357Betta manhttps://www.blogger.com/profile/02597553932202096004noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-24525129238109164942021-02-13T07:24:57.809+08:002021-02-13T07:24:57.809+08:00Hi David,
I wish you good health and bountiful we...Hi David,<br /><br />I wish you good health and bountiful wealth this CNY too. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-47082105954950190192021-02-12T22:45:59.720+08:002021-02-12T22:45:59.720+08:00Hi AK,
Wish you & family a Happy & Prosper...Hi AK,<br />Wish you & family a Happy & Prosperous Chinese New Year.<br /><br />Best Wishes<br />David LimDavidhttps://www.blogger.com/profile/09352854689544636455noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-90777785056500700422021-01-27T08:06:07.185+08:002021-01-27T08:06:07.185+08:00Hi Betta man,
Looks like First REIT's unit pr...Hi Betta man,<br /><br />Looks like First REIT's unit price is still trying to find a bottom.<br /><br />Just have to hope that they don't drop another bombshell soon which will probably take the form of acquisition of more assets from the sponsor.<br /><br />This REIT needs time to recover.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-84106680646421326392021-01-26T13:21:30.325+08:002021-01-26T13:21:30.325+08:00Nibbled first reits at 0.225 today. Hope it turns ...Nibbled first reits at 0.225 today. Hope it turns out fine.Betta manhttps://www.blogger.com/profile/02597553932202096004noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-20598164138883869482021-01-26T07:35:29.706+08:002021-01-26T07:35:29.706+08:00Hi Unknown,
I have a smallish legacy investment i...Hi Unknown,<br /><br />I have a smallish legacy investment in APTT.<br /><br />Reference:<br /><a href="https://singaporeanstocksinvestor.blogspot.com/2020/04/aptt-1-for-4-rights-issue-at-128c-unit.html" rel="nofollow">APTT: 1 for 4 rights issue at 12.8c a unit.<br />Wednesday, April 29, 2020</a>AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-58342972680826394602021-01-25T15:00:47.096+08:002021-01-25T15:00:47.096+08:00Hi AK,
Apologies if this subject was covered in a...Hi AK,<br /><br />Apologies if this subject was covered in an earlier post on your blog.<br />I am interested in your current thoughts on APTT. Is this still part of your portfolio?<br /><br />Thanks.Anonymoushttps://www.blogger.com/profile/06914537261921684623noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-17144683944814021832021-01-23T10:07:27.788+08:002021-01-23T10:07:27.788+08:00Sabana REIT has announced a distribution of 2.29 c...Sabana REIT has announced a distribution of 2.29 cents per unit in Sabana REIT (“Unit”) for the period from 1 July 2020 to 31 December 2020 (the “Distribution”), comprising wholly taxable income distribution.<br /><br />Unitholders of Sabana REIT (“Unitholders”) whose securities accounts with The Central Depository (Pte) Limited (“CDP”) are credited with Units as at the Books Closure Date will beAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-65266024934314439772021-01-20T15:05:04.856+08:002021-01-20T15:05:04.856+08:00Hi Betta man,
My opinion of First REIT has not ch...Hi Betta man,<br /><br />My opinion of First REIT has not changed.<br /><br />So, if I say anything, it will just be repeating what I said in this blog post about First REIT. ;p<br /><br />Yes, I know.<br /><br />Bad AK! Bad AK!<br /><br />A small bite sounds like you have sized your position conservatively which should be ok for a more speculative position. Good luck. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-69885766183652810962021-01-20T12:03:28.646+08:002021-01-20T12:03:28.646+08:00Hi AK,
For someone who does not have existing sta...Hi AK,<br /><br />For someone who does not have existing stake in First Reits, from a risk-reward perspective, I feel it is ok to take a small bite at existing price of $0.245. Hope to seek your opinion. Thanks alot!<br /><br />Betta manhttps://www.blogger.com/profile/02597553932202096004noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-72926779383866140992021-01-19T07:24:08.468+08:002021-01-19T07:24:08.468+08:00Hi csky,
Yes, I like to eat crusty bread with ink...Hi csky,<br /><br />Yes, I like to eat crusty bread with ink slowly. ;)<br /><br />Reference:<br /><a href="https://singaporeanstocksinvestor.blogspot.com/2020/01/investors-eat-crusty-bread-with-ink.html" rel="nofollow">Eat crusty bread with ink slowly for peace of mind.</a>AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-82889292783560767402021-01-18T20:32:43.027+08:002021-01-18T20:32:43.027+08:00Ah gotcha! Thank you. Position sizing, something I...Ah gotcha! Thank you. Position sizing, something I am still working on!cskyhttps://www.blogger.com/profile/06744781321170645930noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-68806614768786432312021-01-18T17:58:45.268+08:002021-01-18T17:58:45.268+08:00Hi csky,
I also have many questions about Sabana ...Hi csky,<br /><br />I also have many questions about Sabana REIT?<br /><br />How like that? ;p<br /><br />I do not think it is in Donald Han's interest to do badly as the CEO of Sabana REIT.<br /><br />He has his professional reputation to consider.<br /><br />After all, he is a relatively well known figure compared to his predecessor.<br /><br />It is in his own professional interest to do aAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-31108273417780467372021-01-18T11:04:33.176+08:002021-01-18T11:04:33.176+08:00Hi Ak,
Sorry I have so many questions. 😅 But th...Hi Ak, <br /><br />Sorry I have so many questions. 😅 But this one is relating to Sabana. I was just reading and watching the stuff on Save Sabana Reit (https://www.savesabanareit.com), I see that ESR Cayman is majority shareholder of Sabana Reit, which somewhat makes me wonder if things will improve at Sabana even after the deal is off. <br /><br />Black Crane and Quarz seems to have decent cskyhttps://www.blogger.com/profile/06744781321170645930noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-68993478168959532762021-01-11T12:44:17.539+08:002021-01-11T12:44:17.539+08:00Hi csky,
I have decided to share my reply to your...Hi csky,<br /><br />I have decided to share my reply to your follow up comment as a blog. :)<br /><br />See:<br /><a href="https://singaporeanstocksinvestor.blogspot.com/2021/01/3-local-banks-3-reits-and-sia.html" rel="nofollow">3 local banks, 3 REITs and SIA.</a><br /><br />Happy gaming! :DAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-8854068575446140222021-01-11T11:08:31.331+08:002021-01-11T11:08:31.331+08:00Wow more than AA REIT!
Do you keep up with all t...Wow more than AA REIT! <br /><br />Do you keep up with all these investing news from just BT? Admire your discipline to keep up with the businesses in the midst of your gaming. This is something that I need to be more disciplined with. <br /><br />Thank you for sharing!cskyhttps://www.blogger.com/profile/06744781321170645930noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-27215491339754803072021-01-11T10:33:51.486+08:002021-01-11T10:33:51.486+08:00Hi csky,
Happy new year. :)
There isn't any ...Hi csky,<br /><br />Happy new year. :)<br /><br />There isn't any brilliant reason behind this.<br /><br />It is simply timing.<br /><br />I like what Sabana REIT's activist investors are doing but I was not sure if they would be able to block the proposed merger.<br /><br />I only added to my investment in Sabana REIT in early December when the proposed merger was scuttled.<br /><br />AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-22752689246319555892021-01-11T10:12:34.044+08:002021-01-11T10:12:34.044+08:00Hi AK,
Happy New Year! I am amazed that you pick...Hi AK, <br /><br />Happy New Year! I am amazed that you picked up more IREIT at 58cents to 62 cents. I remember you picked up a bunch at around 40cents, so you are averaging up. But I curious why do not you pick up more Sabana than IREIT, given that IREIT's yield is about 6% at the purchase price of 58cents to 62cents, vs ~7% for Sabana and also that "maybe" Sabana will unlock valuecskyhttps://www.blogger.com/profile/06744781321170645930noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-51513837666498008662021-01-10T19:11:25.331+08:002021-01-10T19:11:25.331+08:00Hi Eileen,
Although conditions have remained chal...Hi Eileen,<br /><br />Although conditions have remained challenging which was a reason for reducing my exposure to the business in a big way in mid-2019 when Mr. Market turned briefly optimistic, it is obvious to me that SingTel is still transforming. <br /><br />Going into digital banking with Grab is going to be a game changer but it will take many years before bearing fruit.<br /><br />Having AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-26202330708330964002021-01-10T16:49:02.114+08:002021-01-10T16:49:02.114+08:00Hi AK,
What are your thoughts on Singtel at this ...Hi AK,<br /><br />What are your thoughts on Singtel at this juncture.? think there is a good chance of recovery for telcos? Or the rising tide will lift all prices? <br /><br />Best Regards<br /><br />EileenPLhttps://www.blogger.com/profile/00912816449706241086noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-74698475457023165032021-01-03T08:32:15.625+08:002021-01-03T08:32:15.625+08:00Hi huatster,
Happy new year! :D
"Lazy resul...Hi huatster,<br /><br />Happy new year! :D<br /><br />"Lazy resulting on blogging."<br /><br />I like the sound of that. ;p<br /><br />Honestly, I have been lazy when it comes to keeping fit.<br /><br />Just doing the minimal 30 to 40 mins of static exercises daily now.<br /><br />6 packs? Simi lai eh? LOL. O_O <br /><br />Huat ah! :DAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-69957416268169512022021-01-03T08:27:41.050+08:002021-01-03T08:27:41.050+08:00AK Happy New year although a bit late...hahaha... ...AK Happy New year although a bit late...hahaha... u have been lazy resulting on blogging... hope you keep fit maybe some 6 packs for this year and keep on gaming😄😄 My number 1 idol...huatsterhttps://www.blogger.com/profile/05628027285386717001noreply@blogger.com