tag:blogger.com,1999:blog-7944902213075756335.post7894581863446566139..comments2024-03-29T10:22:24.187+08:00Comments on A Singaporean Stocks Investor (ASSI): An incomplete analysis of SingPost.AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger16125tag:blogger.com,1999:blog-7944902213075756335.post-61715925076694944342018-01-30T12:07:22.184+08:002018-01-30T12:07:22.184+08:00Reader says...
I bought Singpost share between 2...Reader says... <br /><br />I bought Singpost share between 2015 and 2016 for $6424.69 (4300 units). Avg price per unit is $1.49. I am currently seating at a paper lost of $800 + for this stock. I read from your blogpost that you will buy singpost if it's below $1.<br /><br />What should I do? I got it when I am a newbie and I am still one. Should I wait for the share price to be around $1.50 AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-83689780504217662402017-10-13T09:23:58.436+08:002017-10-13T09:23:58.436+08:00Hi everydaypengs,
For sure, as an investment for ...Hi everydaypengs,<br /><br />For sure, as an investment for income, SingPost is not what it used to be.<br /><br />Another victim of disruption.<br /><br />A pity that they they burnt so much cash in their effort to reinvent themselves.<br /><br />Still, this is a story of transformation that is probably worth buying into if the price is right.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-43336424802193789152017-10-12T17:25:52.733+08:002017-10-12T17:25:52.733+08:00Getting nearer and nearer to your price target :) ...Getting nearer and nearer to your price target :) I went to the new mall that they recently opened (at their old operations place). Mall is managed by CapitaLand. Not all shops are opened yet, but for now seems that there is good crowd flow in the area. Anonymoushttps://www.blogger.com/profile/01503069716996054974noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-65800590698474674462017-03-23T00:03:05.967+08:002017-03-23T00:03:05.967+08:00Hi SPR,
This is simple enough to understand but n...Hi SPR,<br /><br />This is simple enough to understand but not easy to implement. Gambatte. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-78925311602499837712017-03-22T22:35:29.989+08:002017-03-22T22:35:29.989+08:00Thanks AK, buying at a price we will not sell at a...Thanks AK, buying at a price we will not sell at and selling at a price we will not buy at seems very sound.<br /><br />Guess I have to learn how to release my stocks when it gets overvalued. <br /><br />Thanks and all the best!Seeking Private Returnshttps://www.blogger.com/profile/14759704842001250475noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-87370734041566803462017-03-20T23:53:02.179+08:002017-03-20T23:53:02.179+08:00Hi SPR,
Is Singpost going to succeed in its drive...Hi SPR,<br /><br />Is Singpost going to succeed in its drive to reinvent itself and if it does succeed, how long is it going to take? This is in the realm of speculation.<br /><br />I have been in similar situations before. So, it is a bit of a deja vu. <br /><br />I always say to buy a stock at a price we would not sell at and to sell at a price we would not buy at. Knowing what you know and donAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-35880665659270622512017-03-20T22:15:02.786+08:002017-03-20T22:15:02.786+08:00Hi AK,
Finally you talked about a stock I own. On...Hi AK,<br /><br />Finally you talked about a stock I own. One of my crown jewel was Singpost, which I bought for $0.98 way back in 2012 (I'm 26 yrs old now).<br /><br />Even when Singpost reached $2.06, I refused to sell because I believed in the transformative change. Even tho I collected 40% of dividend, I "lost" around 70% capital gain. <br /><br />Buffett always say to hold Seeking Private Returnshttps://www.blogger.com/profile/14759704842001250475noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-76209396137057316502017-02-18T09:53:37.133+08:002017-02-18T09:53:37.133+08:00Hi ochinga,
Yeah! :)
You might want to consider ...Hi ochinga,<br /><br />Yeah! :)<br /><br />You might want to consider signing up for Dividend Machines as a born again investor. It is an undervalued course that will shorten your learning curve. :)<br /><br /><a href="http://singaporeanstocksinvestor.blogspot.sg/2017/02/financial-freedom-through-building.html" rel="nofollow">Financial freedom through Dividend Machines.</a>AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-74527650913806723982017-02-18T08:54:14.602+08:002017-02-18T08:54:14.602+08:00Thanks AK!
Got it le!Thanks AK! <br /><br />Got it le!ochingahttps://www.blogger.com/profile/14757836476080014611noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-14161353544619565982017-02-17T12:09:27.275+08:002017-02-17T12:09:27.275+08:00Hi ochinga,
I am glad you have decided to become ...Hi ochinga,<br /><br />I am glad you have decided to become an investor again.<br /><br />The math is in the blog post.<br /><br />Hints:<br />1. Assumed EPS of SingPost.<br />2. 50% payout ratio.<br />3. 2.5% dividend yield.<br /><br />Some number crunching for you. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-24786572357825255262017-02-17T01:02:16.442+08:002017-02-17T01:02:16.442+08:00Hi AK,
Thank you for your post. I am a born-again...Hi AK,<br /><br />Thank you for your post. I am a born-again investor. Haha... ya, basically I am one of those "speculators" and now trying to at least better analyze my stock picks more properly. And I have learned quite a bit from you. Thank you for that!<br /><br />In your post, you mentioned the following:<br /><br />"Based on the above thinking (and the assumptions made ochingahttps://www.blogger.com/profile/14757836476080014611noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-40270412859099067082017-02-16T09:47:00.275+08:002017-02-16T09:47:00.275+08:00Hi Lawrence,
You should not look at dividends rec...Hi Lawrence,<br /><br />You should not look at dividends received in the past. They are history.<br /><br />In future, dividends will most likely be much lower because they will be a percentage (60% to 80%) of earnings which are much lower.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-27767981895465742892017-02-16T08:48:11.862+08:002017-02-16T08:48:11.862+08:00Hi AK,
I was trying to understand your comment i...Hi AK, <br /><br />I was trying to understand your comment in the post "Based on the above thinking (and the assumptions made earlier about SingPost's earnings), if we were to match Wilmar's 50% payout ratio to achieve 2.5% dividend yield, then, we should only buy SingPost at about $1.00 a share."<br /><br />Currently SingPost has given 0.5 cents dividend from July to Nov. If we认知觉醒之路https://www.blogger.com/profile/05389901190136558214noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-36353215978199523172017-02-14T15:21:20.923+08:002017-02-14T15:21:20.923+08:00Due to the weaker performance, dividend was reduce...<b>Due to the weaker performance, dividend was reduced 67% yoy and 50% qoq to 0.5 cents. This represents the second time dividend has been reduced as last quarter’s dividend was also reduced 50% yoy and qoq to 1 cent per share. Given the weaker than expected results, potential huge asset mark-down in the next quarter and continued dividend reduction, we are lowering our recommendation on SingpostAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-365564489474501592017-02-14T13:48:15.972+08:002017-02-14T13:48:15.972+08:00Hi Mike,
Long time no talk. Thanks for sharing yo...Hi Mike,<br /><br />Long time no talk. Thanks for sharing your insights.<br /><br />It seems like I made the right decision to continue waiting then. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-77665134742147571342017-02-14T12:30:59.645+08:002017-02-14T12:30:59.645+08:00Hi Ak,
Long time never talk about company with u....Hi Ak,<br /><br />Long time never talk about company with u. Feeling nolgastic lol<br /><br />Of the expenses, 1) might be enduring.<br /><br />The execution of The US acquisition is bad. But I agree with u transformation takes some trial and Error.<br /><br />I would think to impair Trade global winds is wise. I have bailed out after the release of the results. Was lucky I did not suffer a loss.Sillyinvestorhttps://www.blogger.com/profile/03228581533460899084noreply@blogger.com