Happy Lunar New Year the year of the Monkey!
The straits times index went up 60-70 points from 2550 a couple week ago and I am finally seeing some greens in my portfolio especially those i bought on the way down.
Singpost (SGX:S08)
Super Group (SGX:S10)
| Company | Portfolio (%) | Last Done | Unrealised Gain/Loss (%) | |
| Lee Metal Holdings | 11% | 0.300 | -4.12% | |
| Parkway Life REITS | 15% | 2.330 | 4.85% | |
| Cache Logistics Trust | 12% | 0.860 | -8.75% | |
| AIMS AMP Captial REIT | 15% | 1.320 | -3.38% | |
| Singpost | 9% | 1.450 | 6.76% | |
| ST Engineering (SRS) | 19% | 2.780 | 2.41% | |
| Singtel | 1% | 3.600 | 3.80% | |
| ICBC (HKD) | 8% | 3.930 | -2.35% | |
| Super Group (CH) | 5% | 0.780 | 10.38% | |
| Royal Dutch Shell B class | 4% | 44.350 | -0.57% |
The straits times index went up 60-70 points from 2550 a couple week ago and I am finally seeing some greens in my portfolio especially those i bought on the way down.
Singpost (SGX:S08)
Earlier this month before CNY, I did a quick trade. Bought 9000 Singpost shares sold 7000 intraday for a small ang pow and kept remaining 2000 in my portfolio not 52 week low but good enough at $1.355. Will be preparing for cash dividends soon yay!
Super Group (SGX:S10)
Over a cup of fragrance Owl coffee I commented to CH how rich and aromatic is was, CH mentioned that Owl Brand is owned by Super Group Ltd. This kept me up during the night readign through their businesses, success stories and I did a quick check on their financial figures
I came to a conclusion that Super seem to be a decent company with positive cash flow with conservative balance sheet. This is an ideal candidate for paying dividend of at current price of 70.5cents and DPU of 4cents is dividends of 4.4 % yield and P/E 17.5 with potential for future revenue growth.
I came to a conclusion that Super seem to be a decent company with positive cash flow with conservative balance sheet. This is an ideal candidate for paying dividend of at current price of 70.5cents and DPU of 4cents is dividends of 4.4 % yield and P/E 17.5 with potential for future revenue growth.
Super has been experiencing a continuously selling down hitting the 52 week low of 68cents in Mid-Jan. Checking against past records it seem to be a good chance to accumulate more. While waiting for it to bottom out,I decided to scoop 2 lots at $0.705 to test out the theory of optimism.
Royal Dutch Shell B class (NYSE:RDS.B)
MACD is heading towards the oversold territories so any further price weakness might be a good opportunity to accumulate with a target of 85cents
It wasn't easy cutting on dairy farm. Probably shortsighted of me I did not hold on longer but rolling to Royal Dutch Shell is not slug. with a 8% dividend consistently paid out since god knows when, with a DPU at USD 94cents/share . It seemed like a nice counter to buy at a 30% discount considering the depressed oil prices since 2014. 20 shares is nimble at a 8% premium and a good lesson how i did not have the balls to enter at USD39 share but I do foresee oil prices to hover at USD30/barrel for awhile. unless the Arabs agree to reduce output, prices are going to remain depressed!
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