tag:blogger.com,1999:blog-7944902213075756335.post7985801031621757706..comments2024-03-28T10:39:01.047+08:00Comments on A Singaporean Stocks Investor (ASSI): Capitaland: Bought at $2.35.AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger16125tag:blogger.com,1999:blog-7944902213075756335.post-65942704998702462392011-12-15T14:20:12.725+08:002011-12-15T14:20:12.725+08:00Hi Ray,
I hate suffering from seller's remors...Hi Ray,<br /><br />I hate suffering from seller's remorse. Haha.. So, I never sell when prices are declining. <br /><br />Prices go down a river of hope and I would only sell on rebounds. If it doesn't happen, too bad for me.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-82258823735813574332011-12-15T14:05:18.715+08:002011-12-15T14:05:18.715+08:00would you consider selling them now in hope to buy...would you consider selling them now in hope to buy back cheaper later? from the way things are going, a sell down seem imminent.Raynoreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-53860002202169094092011-12-15T14:01:08.351+08:002011-12-15T14:01:08.351+08:00Hi Ray,
Your take on this is as good as mine. ;)
...Hi Ray,<br /><br />Your take on this is as good as mine. ;)<br /><br />I was just drawing some lines earlier for Capitaland and was wondering if we could see $2 eventually. Hahaha...AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-61381025464131066442011-12-15T13:56:32.187+08:002011-12-15T13:56:32.187+08:00Trading at $2.26 now. Is it going to be a free fal...Trading at $2.26 now. Is it going to be a free fall? <br /><br />I'm waiting for a Santa Claus rally...Raynoreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-45713649323606626262011-12-12T21:56:20.976+08:002011-12-12T21:56:20.976+08:00Hi Marco,
Here is a useful link:
Capitaland'...Hi Marco,<br /><br />Here is a useful link:<br /><br /><a href="http://www.reuters.com/finance/stocks/financialHighlights?symbol=CATL.SI" rel="nofollow">Capitaland's financials.</a><br /><br />PE: 9.81x<br />Price to book: 0.74xAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-83932578546420916752011-12-12T21:47:09.225+08:002011-12-12T21:47:09.225+08:00What is the historical PE at $2.35?
I do invested ...What is the historical PE at $2.35?<br />I do invested in Qcapita, a joint venture REIT between Capitaland and Quill group in Malaysia.Marcohttps://www.blogger.com/profile/16887797151013544047noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-16490543777364732232011-12-12T18:00:33.754+08:002011-12-12T18:00:33.754+08:00Hi Ray,
I am sure you did a great job of analysin...Hi Ray,<br /><br />I am sure you did a great job of analysing Capitaland before deciding to buy in. <br /><br />I feel comforted by this since I too have a long position in Capitaland. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-61605738195202016362011-12-12T16:48:00.290+08:002011-12-12T16:48:00.290+08:00After some analysis, I have become a shareholder o...After some analysis, I have become a shareholder of Cap Land.<br />Bought two puny lots at $2.34.<br />one cent cheaper :PRaynoreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-17697793085519719172011-12-11T15:27:50.441+08:002011-12-11T15:27:50.441+08:00Hi Ray,
I have to rely on TA for KepCorp because ...Hi Ray,<br /><br />I have to rely on TA for KepCorp because I am not so familiar with its fundamentals. I would like to buy some if it should retest its recent low of $7+, iirc.<br /><br />I have on two occassions been a shareholder of KepCorp at $1 and $3+. I sold off my investments too soon, on hindsight. What's new? ;p<br /><br />I have never been a shareholder of SIA. It is a high capex AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-84574037558379594872011-12-11T13:09:52.582+08:002011-12-11T13:09:52.582+08:00Hi AK, If I'm not wrong u r not vested in Kep ...Hi AK, If I'm not wrong u r not vested in Kep Corp and SIA. Mind telling me why? They r at very cheap valuation now.Rayhttps://www.blogger.com/profile/16883833861386039879noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-26150336347016833852011-12-10T21:43:05.181+08:002011-12-10T21:43:05.181+08:00Hi Ray,
I don't think we are investing in Cap...Hi Ray,<br /><br />I don't think we are investing in Capitaland for dividends. For what it is worth, Capitaland paid out 6c per share this year. At the current price, it is a dividend yield of 2.55%. <br /><br />Last year, it paid out 10.5c per share. Rather inconsistent.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-53796355918080619312011-12-10T20:26:12.824+08:002011-12-10T20:26:12.824+08:00Hi AK, do you know the dividend yield of Capitalan...Hi AK, do you know the dividend yield of Capitaland?Rayhttps://www.blogger.com/profile/16883833861386039879noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-68788236740215862972011-12-10T12:02:38.624+08:002011-12-10T12:02:38.624+08:00Hi Ray,
Serendib asked me in another blog post w...Hi Ray, <br /><br />Serendib asked me in another blog post whether SPH could retest $3.50 for support. Well, with sentiments so bearish, $3.50 is only 5% lower.<br /><br />See my reply <a href="http://singaporeanstocksinvestor.blogspot.com/2011/12/buying-private-property-as-owner.html?showComment=1323481026529#c1146330721678058244" rel="nofollow">here.</a>AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-32446623084505167412011-12-10T12:00:26.493+08:002011-12-10T12:00:26.493+08:00Hi Ray,
Capitaland's exposure to the Chinese ...Hi Ray,<br /><br />Capitaland's exposure to the Chinese residential real estate market is not very big. As a percentage of its exposure to China, it is about 40%. As a percentage of its total portfolio, it is about 14%. These numbers are off the top of my head from recent reports I read.<br /><br />So, if we think that its Chinese residential real estate business is going to zero, we can AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-25994703166575514792011-12-10T11:10:39.282+08:002011-12-10T11:10:39.282+08:00Hi Ak, can ask you abt your sentiments on SPH? Fel...Hi Ak, can ask you abt your sentiments on SPH? Fell way beyond the dividends worth after XD. Good buy now?Rayhttps://www.blogger.com/profile/16883833861386039879noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-42593110827095837662011-12-10T10:46:27.913+08:002011-12-10T10:46:27.913+08:00Sorry to be a wet blanket but China property marke...Sorry to be a wet blanket but China property market is undergoing correction and the vacancy rate is very high now. How do you think Capland will be affected by that?Rayhttps://www.blogger.com/profile/16883833861386039879noreply@blogger.com