tag:blogger.com,1999:blog-7944902213075756335.post3192518581022140557..comments2024-03-28T23:00:40.055+08:00Comments on A Singaporean Stocks Investor (ASSI): Capitaland China Trust: Another largest investment?AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger30125tag:blogger.com,1999:blog-7944902213075756335.post-36706526362200681112024-03-01T09:59:56.436+08:002024-03-01T09:59:56.436+08:00HI garyp,
Like that also can. ;pHI garyp,<br /><br />Like that also can. ;pAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-70190962337511375342024-02-28T14:40:54.875+08:002024-02-28T14:40:54.875+08:00U take ur cue from people like Piyush Gupta who ha...U take ur cue from people like Piyush Gupta who have a greater understanding of the situation in China and i take my cue fr u......... nubbad.....garyphttps://www.blogger.com/profile/14050566589258501593noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-89685550791621192612024-02-28T09:13:23.420+08:002024-02-28T09:13:23.420+08:00Hi garyp,
Aiyoh, don't like that say. I scare...Hi garyp,<br /><br />Aiyoh, don't like that say. I scared. ;p<br /><br />I just feel that there are too many unknowns in China now and the problems we do know are not going to be resolved quickly.<br /><br />I take my cue from people like Piyush Gupta who have a greater understanding of the situation in China. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-34525512842435416152024-02-27T14:06:12.936+08:002024-02-27T14:06:12.936+08:00k AK take cash so i also take cash.
AK wait n see ...k AK take cash so i also take cash.<br />AK wait n see so i also wait and see.garyphttps://www.blogger.com/profile/14050566589258501593noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-74391205705045749692024-02-27T10:57:27.971+08:002024-02-27T10:57:27.971+08:00Hi garyp,
I always take cash as I am an investor ...Hi garyp,<br /><br />I always take cash as I am an investor for income.<br /><br />There was only once I took more shares instead of cash and that was during the pandemic when the share price of OCBC was so depressed.<br /><br />CLCT does not look like it is going to bounce back quickly because China doesn't look like it is going to bounce back quickly.<br /><br />So, I will simply wait and AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-42016263121900801132024-02-26T19:53:00.856+08:002024-02-26T19:53:00.856+08:00AK can u talk to yourself re CLCT'S latest DRP...AK can u talk to yourself re CLCT'S latest DRP pls? Should you take cash or more units? garyphttps://www.blogger.com/profile/14050566589258501593noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-44050505753237498332023-09-22T17:37:53.281+08:002023-09-22T17:37:53.281+08:00Hi HH,
When even the usually upbeat CEO of DBS be...Hi HH,<br /><br />When even the usually upbeat CEO of DBS becomes concerned, we should be concerned too.<br /><br />No need to die die must buy CLCT.<br /><br />Peace of mind is priceless. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-61076924185477523062023-09-22T17:27:20.388+08:002023-09-22T17:27:20.388+08:00Hello all, with all the risk and uncertainty, prob...Hello all, with all the risk and uncertainty, probably a 10% distribution yield is required. I anyhow calculate to be around $0.72. Even then a small nibble and not all in...otherwise just find other better alternative I think HHhttps://www.blogger.com/profile/16319147182580936583noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-22208214148475843002023-09-22T17:10:25.997+08:002023-09-22T17:10:25.997+08:00Hi VT,
Well, Piyush Gupta recently said that conc...Hi VT,<br /><br />Well, Piyush Gupta recently said that concerns about China's economy is not "overdone".<br /><br />Food for thought!AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-5442726534619461202023-09-22T13:29:37.804+08:002023-09-22T13:29:37.804+08:00Today reach a new low, will it go all the way to 2...Today reach a new low, will it go all the way to 2008-2009 levels? Only time will tell!VThttps://www.blogger.com/profile/01317941191701067165noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-56306995822098671802023-09-15T20:55:32.314+08:002023-09-15T20:55:32.314+08:00Hi Ruby,
When you said "attractive price&quo...Hi Ruby,<br /><br />When you said "attractive price" in the last sentence, it gave me the impression that you have done your research and are thinking of adding.<br /><br />Don't let what I am doing or what anyone else is doing affect your thinking. :)<br /><br />I am just holding on as I am not comfortable increasing exposure to China now.<br /><br />Mr. Market will do what Mr. AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-14714853405325358942023-09-15T17:42:15.464+08:002023-09-15T17:42:15.464+08:00hello AK
I m hoping you would talk a bit about cap...hello AK<br />I m hoping you would talk a bit about capitaland china trust.i remembered you are a bit hesitant to add on to this share looking at how the central govt is wiping out private tuition in the country and hammering the tech stocks.<br />today this share is starting to climb like China is doing `quantitative easing' by cutting reserve requirements ratio.<br />would you consider blazingruby60https://www.blogger.com/profile/02236454879861775384noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-1766690191937213202022-09-15T16:01:08.114+08:002022-09-15T16:01:08.114+08:00Hi WK888,
Unfortunately, Xi seems to be pretty st...Hi WK888,<br /><br />Unfortunately, Xi seems to be pretty stubborn.<br /><br />Oh well, have to take the good with the bad, I suppose.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-28908749776497909752022-09-15T14:48:19.669+08:002022-09-15T14:48:19.669+08:00How now after recent HY report? China's stand ...How now after recent HY report? China's stand on C19 still pretty firm! WK888https://www.blogger.com/profile/10784002781344707525noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-50131572884131874152022-07-14T15:01:53.442+08:002022-07-14T15:01:53.442+08:00Hi JBVF,
I get asked this from time to time.
I j...Hi JBVF,<br /><br />I get asked this from time to time.<br /><br />I just don't feel comfortable about how these REITs use a loophole in the system to help investors here avoid paying a withholding tax on income distributions.<br /><br />If in doubt, I prefer to stay out. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-65565998979891537302022-07-14T14:54:46.842+08:002022-07-14T14:54:46.842+08:00Hi AK, I notice the US office Reits listed on SGX ...Hi AK, I notice the US office Reits listed on SGX are also high yield and below book value now. Do you have any opinion of those?JiakBaVehFreehttps://www.blogger.com/profile/00346944665651276524noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-76031206079497078042022-06-15T18:08:46.667+08:002022-06-15T18:08:46.667+08:00Hi WK888,
We could see some weakness in the numbe...Hi WK888,<br /><br />We could see some weakness in the numbers, for sure.<br /><br />The question to ask is whether these negatives are temporary or permanent?AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-20988950841026715972022-06-15T17:05:47.806+08:002022-06-15T17:05:47.806+08:00With the numerous lockdowns, can CLCT maintain the...With the numerous lockdowns, can CLCT maintain the 1H DPU of 4.6c? Expecting writedown in valuations this coming half?WK888https://www.blogger.com/profile/10784002781344707525noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-22397823485319950312022-06-01T21:14:06.566+08:002022-06-01T21:14:06.566+08:00Hi Laurence,
Endless dividends?
I wish that was ...Hi Laurence,<br /><br />Endless dividends?<br /><br />I wish that was true. ;pAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-22163311849501703492022-06-01T20:07:18.300+08:002022-06-01T20:07:18.300+08:00Quote.
Pulling another rabbit out of the hat with ...Quote.<br />Pulling another rabbit out of the hat with Capitaland China Trust, perhaps?<br />Unquote.<br /><br />AK is being too modest.<br />AK pulls endless streams of high dividends from his hat !!!! 0:)laurencehttps://www.blogger.com/profile/00674907410230833403noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-66664670865255496262022-06-01T12:30:10.998+08:002022-06-01T12:30:10.998+08:00Hi Garudadri,
At $1.10 or lower per unit, it was ...Hi Garudadri,<br /><br />At $1.10 or lower per unit, it was an offer I had to accept. <br /><br />It is a mental illness, I know. -.-"<br /><br />As for Chinese tech, I only have a little exposure at less than 1% of my portfolio through Lion-OCBC HS Tech ETF and, also, it was only after the massive declines that I got in.<br /><br />I just couldn't bring myself to get in with the AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-80789669638239854472022-06-01T12:02:19.556+08:002022-06-01T12:02:19.556+08:00Dear AK
Nice buy
I decided to not add and average ...Dear AK<br />Nice buy<br />I decided to not add and average down as I am worried about the political risks as well ha in’s seen losses from the Chinese tech ETF falls<br />My last buy was at 1.15 and 1.13<br />Overall, it has shown a declining trend ever since last 4/5 years with numerous rights and placements etc <br />This has undone most of the accrued distribution gains and actually lost me garudadrihttps://www.blogger.com/profile/07273149723239809144noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-14415554615919722672022-05-30T13:56:43.410+08:002022-05-30T13:56:43.410+08:00Hi ngs,
Just pure dumb luck. ;p
Things could sti...Hi ngs,<br /><br />Just pure dumb luck. ;p<br /><br />Things could still go the other way. -.-"AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-12733937138095463762022-05-30T13:53:11.957+08:002022-05-30T13:53:11.957+08:00Wow, most of your timing to buy is always at the r...Wow, most of your timing to buy is always at the right time.ngshttps://www.blogger.com/profile/04327709422805638677noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-22254345190015453952022-05-30T08:19:31.463+08:002022-05-30T08:19:31.463+08:00Hi PeachTea,
That is a pertinent consideration bu...Hi PeachTea,<br /><br />That is a pertinent consideration but I like to think that Charlie Munger is right. ;p<br /><br />Have to remind myself not to let analysis lead to paralysis. -.-"<br /><br />After all, if I am worried about China going the way of the Dodo, then, many other investment options are out the window.<br /><br />Wilmar, OCBC, DBS and other entities with a significant AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.com