tag:blogger.com,1999:blog-7944902213075756335.post7683655025438974508..comments2024-03-28T23:00:40.055+08:00Comments on A Singaporean Stocks Investor (ASSI): 2Q 2018 passive income from non-REITs.AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger12125tag:blogger.com,1999:blog-7944902213075756335.post-81824410795043953182020-12-09T09:04:41.236+08:002020-12-09T09:04:41.236+08:00Hi CupcakedCrusader,
Unlike how SPH was disrupted...Hi CupcakedCrusader,<br /><br />Unlike how SPH was disrupted by digital media, the 3 local banks have already disrupted their own space by going digital first and for many years already.<br /><br />Having said this, if the 3 local banks are faced with toxic competition that is willing to burn cash for years and years, we could see a case that is similar to ComfortDelgro where their taxi business AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-63531938530799424342020-12-08T21:06:44.557+08:002020-12-08T21:06:44.557+08:00Hi Ak,
Riding on the topic conversation, it seem...Hi Ak, <br /><br />Riding on the topic conversation, it seems that the digital banks will try to take away some of the market share from the incumbents. The 3 local banks are well aware of it and have been incorporating Fintech into their operations. Do you think that the local banks are still a viable investment for the long term say >5 years?<br /><br />CupcakedCrusaderhttps://www.blogger.com/profile/01380767480240322395noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-33396216609394148852020-12-08T07:43:43.617+08:002020-12-08T07:43:43.617+08:00Hi VT,
There is talk about how digital will be th...Hi VT,<br /><br />There is talk about how digital will be the new landscape of banking and how the COVID-19 pandemic has quickened the pace of transformation.<br /><br />For now, it is probably safe to say that digital banking will help to fill a gap in our banking sector.<br /><br />If SingTel and Grab do a good job, this will be a new growth driver.<br /><br />With the resources at their AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-21425092515139334332020-12-07T09:29:45.721+08:002020-12-07T09:29:45.721+08:00Dear AK, can you talk to yourself regards to the w...Dear AK, can you talk to yourself regards to the win of a full digital banking license for singtel?<br />Is there a chance for singtel to overturn their situation with this new licence for their transformation.<br /><br />Thanks<br />VTVThttps://www.blogger.com/profile/04999319619574235981noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-11915956379967116672018-08-27T10:05:36.102+08:002018-08-27T10:05:36.102+08:00Hi Chris,
I am not a certified analyst.
I anyhow...Hi Chris,<br /><br />I am not a certified analyst.<br /><br />I anyhow blog.<br /><br />You are welcome to anyhow read. :p<br /><br /><a href="http://singaporeanstocksinvestor.blogspot.com/2013/08/when-to-buy-hold-or-sell-part-1.html" rel="nofollow">When to BUY, HOLD or SELL (Part 1).</a><br /><br />Best hit the library and borrow books to read.<br /><br />You can start with the books I listed inAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-40442316683263691932018-08-27T09:49:19.270+08:002018-08-27T09:49:19.270+08:00In some of your posts, you shared an online DCF ca...In some of your posts, you shared an online DCF calculator. DCF is for blue chip, isn't it? What method would you use for non-blue chip or REIT?<br /><br />Beside DCF, which other methods you also use to help you discern the entry price for blue chip?<br />I tried searching using keywords like 'Entry Price', 'Methods', 'Model' but can't seem to get to the right CLhttps://www.blogger.com/profile/00805673622699523109noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-421729592081300362018-08-27T09:20:18.298+08:002018-08-27T09:20:18.298+08:00Hi Chris,
1. If you own the shares before it went...Hi Chris,<br /><br />1. If you own the shares before it went XD, yes, you will get the dividends.<br /><br />2. It would depend on the method you use to value SingTel and if you think it is appropriate.<br />AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-30942965932888683872018-08-27T00:27:27.347+08:002018-08-27T00:27:27.347+08:00Based on https://www.shareinvestor.com/fundamental...Based on https://www.shareinvestor.com/fundamental/factsheet.html?counter=Z74.SI, the NAV for Singtel is $1.8672. Paying $3.10+ for the share, would it be too much premium?CLhttps://www.blogger.com/profile/00805673622699523109noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-75711382973617496472018-08-27T00:22:59.945+08:002018-08-27T00:22:59.945+08:00The ex-date for singtel is 26-Jul (which is alread...The ex-date for singtel is 26-Jul (which is already way past). Once an ex-date has passed, if I want to sell the shares on the 27-Jul, will I be able to get the dividend still?CLhttps://www.blogger.com/profile/00805673622699523109noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-33443389693168600842018-08-09T11:10:12.454+08:002018-08-09T11:10:12.454+08:00Reader says...
i guess ur 3q dividends be another ...Reader says...<br />i guess ur 3q dividends be another bumper harvest since u r accumulating singtel but u not scared?<br /><br />AK says...<br />With dividend commitment from SingTel, dividend yield has expanded with a lower share price. Unless we believe that SingTel can ill afford the dividend or that SingTel is going the way of the Dodo, there is no reason to panic and sell.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-18942952088219973522018-07-07T11:22:39.940+08:002018-07-07T11:22:39.940+08:00Hi Ben,
Investing for income might sound like a b...Hi Ben,<br /><br />Investing for income might sound like a boring avenue to eventual financial freedom but for those who have the will and ability, it works. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-36996272319713528092018-07-07T11:07:24.316+08:002018-07-07T11:07:24.316+08:00Hi AK,
Another decent return for you in the secon...Hi AK,<br /><br />Another decent return for you in the second quarter of 2018. This goes to show that patience and continuous investment are the way to achieving FI. Hence, option to RE is anytime at one's preference.<br /><br />Ben<br /> WTKhttps://www.blogger.com/profile/11459028978258841179noreply@blogger.com