Friday, 4 December 2015

Monthly Review - November 2015


15th post on monthly review and the 10th in year 2015. As you can see, I'd placed a snapshot of my portfolio summary and if you are interested to view the previous months or years figures, you can click on this link.

Thursday, 26 November 2015

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Friday, 20 November 2015

Will you like to have a piece of this business?



  • This company is confronted by an aggressive competition in all area of its businesses.  
  • Start paying dividend in 2012 of $0.38 per share. Today, the dividend per share is $1.98.


Will you like to have a piece of this business?

Monday, 2 November 2015

Monthly Review - October 2015


14th post on monthly review and the 9th in year 2015. As you can see, I'd placed a snapshot of my portfolio summary and if you are interested to view the previous months or years figures, you can click on this link.


This month ended with a positive note after 2 months of negative in my portfolio. Will the market turn for the better, or we will see a much stronger bear coming? No stock was purchased but I participated the right issue for Crosus Retail Trust. I will only know if my right issue application will be successful with the entitlement or more units.

Wednesday, 28 October 2015

MGCCT Reports 2Q FY15/16 Results


My decision to hold onto this Reit was a correct called for this quarter. The DPU grew 12.6% y-o-y due to partly the full quarter contribution by Sandhill Plaza - payment of 1.808 cents. I'm happy with the growth, remembering that the very first dividend collected was 1.394 cents.

Sunday, 25 October 2015

SGX Reports 1Q FY16 Results


I like what I see in this quarter report! Revenue across all business sectors increased except for Issuer Services. The revenue was down 6% with fewer new listings during the quarter. I'm not too worry about it as this business only contribute 10% of the total revenue. Overall results were great with y-o-y & q-o-q growth on revenue, operating profit and net profit. Are you vested? Please share your thoughts with me.



source: SGX Website

Monday, 19 October 2015

SoilbuildREIT Reports 3Q FY15 Results


Revenue increased by 22.4% y-o-y and NPI by 25.3%. DPU grew to 1.625 cents, an increased of 5.1%. If we annualised it, it will make the annualised dividend yield to ~8.1%. Gearing had increased too, it will be one of my watch point. Generally, I'm happy with the results - great growth since IPO! What about you?


Friday, 2 October 2015

Monthly Review - September 2015


13th post on monthly review and the 8th in year 2015. As you can see, I'd placed a snapshot of my portfolio summary and if you are interested to view the previous months or years figures, you can click on this link.

Friday, 4 September 2015

Monthly Review - August 2015


12th post on monthly review and the 7th in year 2015. As you can see, I'd placed a snapshot of my portfolio summary and if you are interested to view the previous months or years figures, you can click on this link.

Tuesday, 18 August 2015

AMLP - Worth the Risk to Invest?


You like what you see? Without diving into their detailed financial report, will you part your money with this stock? Here you can read about this ETF. I do not have any idea how to valuate an ETF. Share your thought with me.

Friday, 14 August 2015

Singapore's BlackKnights Aerial Display



Awesome maneuvers that took place over the Jubilee weekend. If you had missed it, fret not, here is the best 9-minutes of the 25 minutes show. Click here to view it. Proud to be a Singaporean. Majulah Singapura.

Source: Video from the FB page of The Republic of Singapore

Thursday, 13 August 2015

Monthly Review - July 2015


11th post on monthly review and the 6th in year 2015. As you can see, I'd placed a snapshot of my portfolio summary and if you are interested to view the previous months or years figures, you can click on this link.

This will be a short update. There is no stock bought or sold during the month, but with lots of trades in options.

I posted what is ADI/DDI here and I had updated the Jun income in the Dividend Income & Options Income.

Thank you for reading this.

Sunday, 2 August 2015

MGCCT Reports 1Q FY15/16 Results


This is my first time writing a review on the 1Q FY15/16 earning report of Mapletree Greater China Commercial Trust. I'll just talk about DPU & Debt only.

Tuesday, 28 July 2015

Options Trade - NKE - Paper Trading

Just thinking aloud and experimenting on a strategy on a FA+TA analysis. This is purely a paper money exercise.

Current Stock: $111.42
RSI: not align yet
STO: : not align yet
MACD: : not align yet
Support: $107 (50D-EMA)

STO: Aug15 $110 PUT @1.40?
BTO: Aug15 $109 PUT @1.08?

Can't  find a good strike price to get a decent risk/reward entry if based on support line. Should I go with the above strike price of 110/109 to have ~40% ROI?

Added on 31Aug: With the wild swing of the market sentiment, many stock had dropped and raised irrationally. Even NKE was not spared of the drop. This experiment trade exit with 100% as the options of the spread was expired worthless. NKE didn't drop as much as the broader market.

Wednesday, 22 July 2015

Apple Reports Outstanding Q3 FY2015 Results


  • Apple EPS of $1.85 beats by $0.04
  • Revenue of $49.61B beats by $300M
  • Declares devidend $0.52 per share
Not a fantastic result as compare to previous quarter, revenue +32.5% y-o-y is good enough for me. Shares price plunge -7.5% after-market. Will it stay in the same price when market open? Irrational market behavior will allows us to take advantage of the dips.

Monday, 6 July 2015

Monthly Review - June 2015


10th post on monthly review and the 5th in year 2015. As you can see, I'd placed a snapshot of my portfolio summary and if you are interested to view the previous months or years figures, you can click on this link.

Stock Trades

Main trade done for this month was using my SRS account to be vested with ST Engineering. Here are some other tardes in this month:
  • bought 2000 shares of ST Engg @SGD3.28 each
  • bought 300 shares of Nera Telecommunications @SGD0.65 each
  • DRP 58 shares of AIMS AMP Capital Industrial REIT @SGD1.523

Options Trades

2 new trades & 1 adjustment done in Jun. Here are the summary of the trades and outstanding options:-

  • sell-to-open SDRL JUL15 13 PUT @4.48 - existing trade
  • sell-to-open SDRL JUL15 10 PUT @0.35
  • buy-to-close LGCY JUN15 12.50 PUT @3.65 - roll-over trade to Sep with 0.40 credit
  • sell-to-open LGCY Sep15 12.50 PUT @4.05
  • sell-to-open WTW JUL15 5 PUT @0.35
Incomes

This month, I received dividends from 6 holdings. They were Ascendas HT, OUE HT, AIMS AMP CAP REIT, LippoMall REIT, OCBC, & COH. The total amount collected was $360.38. This value gives me y-o-y of ~6% increase of dividend income.

The forwards dividend now:-
ADI = S$2820.06. My goal for ADI is S$5000 for this year. There was a slight increased as compared to previous month due to the currency exchange rate. I will continue to add new or increase current holdings when opportunity arises.
DDI = S$7.73


I posted what is ADI/DDI here and I had updated the Jun income in the Dividend Income & Options Income.

Tuesday, 30 June 2015

How to get 10 Years Financial Data for Free

Hi readers,

I'm not sure about you, I used to get 10 years financial data from Gurufocus for free since I begin investing in US listed stock. With the recent changes, it now only provides 5 years of data. Fret not, MorningStar still provides 10 years data. I do not know for how long it will still be. If you have other sources, please share with me.

Noted: It can even retrieved SGX stocks (updated on 6 Jul 2015)

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Thursday, 18 June 2015

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Friday, 5 June 2015

Monthly Review - May 2015


9th post on monthly review and the 4th in year 2015. As you can see, I'd placed a snapshot of my portfolio summary and if you are interested to view the previous months or years figures, you can click on this link.

Stock Trades

No buy or sell transaction was made even though I had queued to buy.

Options Trades

There were few trades done in May. Here are the summary of the trades and outstanding options:-

  • sell-to-open SDRL JUL15 13 PUT @4.48 - existing trade
  • sell-to-open LGCY JUN15 12.50 PUT @3.03 - existing trade
  • closing of the credit spread of AAPL MAY15 124/125 PUT @0.033
  • opening of the credit spread of COH JUN15 37/38 PUT @0.50
Incomes

This month, I received dividends from 8 holdings. They were Mapletree GCC, SoilbuildREIT, Super Group, Neratel, T, AAPL, PG & AFL. The total amount collected was $238.52. This value gives me y-o-y of ~90% increase of dividend income.

The forwards dividend now:-
ADI = S$2478.75. My goal for ADI is S$5000 for this year. There was a slight increased as compared to previous month due to the currency exchange rate. I will continue to add new or increase current holdings when opportunity arises.
DDI = S$6.79


I posted what is ADI/DDI here and I had updated the Feb income in the Dividend Income & Options Income.

Monday, 25 May 2015

Ascendas Hospitality Trust Reports Q4 2014/2015


Largely disappointed with the full year result of AHT. With the increased of revenue of 6% y-o-y to 227.1 millions, but the full year DPU fall short of 8.3%!

Tuesday, 12 May 2015

2015 Berkshire Hathaway Annual Meeting

Interesting coverage of Berkshire Hathaway 2015 AGM. It is always good to read and learn from both investing gurus - Warren Buffett & Charlie Munger.

By The Wall Street Journal.

Friday, 8 May 2015

Lippo Malls Indonesia Retail Trust Reports Q1 2015 Results


  • YTD Gross Rental Income increased by 25.5% in IDR term
  • Q1 2015 DPU of 0.79 SGD cents is higher than Q4 2014.
  • Q1 2015 DPU represents an annual yield of 9.2%
  • Gearing at 31.6%
  • Average rental reversion was 9.5% during Q1 2015
  • Net Assets Value at S$0.42

Tuesday, 5 May 2015

Monthly Review - April 2015


9th post on monthly review and the 4th in year 2015. As you can see, I'd placed a snapshot of my portfolio summary and if you are interested to view the previous months or years figures, you can click on this link.

Thursday, 30 April 2015

AIMS AMP Capital Industrial REIT Reports Q4 FY2015 Results


Distribution to unitholders and net property income for FY2015 rise 21.0 per cent and 11.3 per cent respectively year-on-year. Declared a Distribution Per Unit (DPU) of 2.92 cents per unit for 4Q FY2015 representing a 17.8 per cent year-on-year rise, and taking the FY2015 DPU to 11.07 cents per unit – a 5.1 per cent increase over FY2014 DPU of 10.53 cents. 

Key financial highlights for 4Q FY2015 and FY2015 were:-

Wednesday, 29 April 2015

Apple Reports Outstanding Q2 FY2015 Results



  • Strong performance of iPhone, Mac & App Store drives 27% revenue growth & 40% EPS growth, setting new 2nd quarter records
  • Cash flow from operations was also outstanding at US$19.1 billion
  • Announced capital return program with up to $200 billion through March of 2017
  • Dividend increased from $0.47 to $0.52 per share - an increase of 11%
IMO, there are still growth catalyst for Apple going into future earning:

Tuesday, 21 April 2015

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Monday, 20 April 2015

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Monday, 6 April 2015

Monthly Review - March 2015



8th post on monthly review and the 3rd in year 2015. As you can see, I'd placed a snapshot of my portfolio summary and if you are interested to view the previous months or years figures, you can click on this link.

Stock Trades

There were 2 trades done in this month together with the exercised of options of Seadrill Ltd (SDRL). In this month, I had also DRP(Dividend Reinvestment Plan) with AIMS AMP Capital Industrial REIT. Here are the summary:-

Wednesday, 25 March 2015

Time nor Tide, Remembering Lee Kuan Yew: Building A Nation


Source video from Channel NewsAsia

Monday, 23 March 2015

Remembering Lee Kuan Yew


Thank you, Mr Lee Kuan Yew.

Many had been written about you and what you had done for Singapore and its people. Your work and dedication will always remind in my mind. The legacies of your works, inspiration and scarified will live on in many peoples' life. Appreciate the Singapore you had built for us.

We should appreciate life a little bit more. No matter how small or great a man we are, our time here is limited. Appreciate and be grateful of things around us. Be less critical and more forgiving of things and people going against us. LIFE......live.....do something meaningful with it. Make it count!

Monday, 16 March 2015

Options Trade & Recent Buy


With the market behaving erratically volatile, I decided to close the options trade of ARCP. This trade gave me ROI of ~4% for a 21 days of holding.....
  • buy-to-close ARCP Mar 15 9 PUT @0.05

I increased my holding of SDRL @9.73. Will it turn around? Or it will go down to ZERO! Only time will tell. In total, I holds 100 shares of SDRL now.

Thursday, 5 March 2015

Monthly Review - February 2015


7th post on monthly review and the 2nd in year 2015. Instead of posting the updated spreadsheet, I'll placed a snapshot of my portfolio summary and if you are interested to view the previous months or years figures, you can click on this link.

Stock Trades

The only trade done in this month was the exercised of options of Seadrill Ltd (SDRL). It was sold.

Options Trades

There were few trades done in Feb on AAPL, SDRL, & ARCP. You can read the details here.
  • buy-to-close AAPL Feb15 130 CALL
  • sell-to-close AAPL Feb15 120 CALL
  • buy-to-close ARCP FEB15 9 PUT
  • buy-to-close SDRL FEB15 9 PUT
  • sell-to-open SDRL MAR15 13 PUT @1.00
  • sell-to-open LGCY MAR15 12.50 PUT @0.90
  • sell-to-open ARCP MAR15 9 PUT @0.43
  • credit spread of AAPL MAR15 120/125 PUT @1.40

Incomes

This month, I received dividends from 4 holdings. They are SV3U, SK7, AAPL, PG & AFL. The total amount collected was $101.03. This value gives me ~22.5% increased of dividend income y-o-y. It is always nice to collect increased dividend.

The forwards dividend now:-
ADI = S$2502.34. My goal for ADI is S$5000 for this year. There was a decrease as compared to previous month due to the sold off of EBIX. But I will continue to add new or increase current holdings when opportunity arises.
DDI = S$6.86

I posted what is ADI/DDI here and I had updated the Feb income in the Dividend Income & Options Income.

Tuesday, 24 February 2015

Options Trades


Hi fellow readers, here are the option trades I had executed which are still in open position:-

  • sell-to-open SDRL Mar 15 13 PUT @1.00
  • sell-to-open ARCP Mar 15 9 PUT @0.43
  • sell-to-open LGCY Mar 15 12.5 PUT @0.90

Thursday, 5 February 2015

Monthly Review - January 2015

6th post on monthly review and the 1st in year 2015. Instead of posting the updated spreadsheet, I'll placed a snapshot of my portfolio summary and if you are interested to view the previous months or years figures, you can click on this link.

Stock Trades

Tuesday, 20 January 2015

Options Trades


Sorry for the late post. Been busy with works, options trading, reading & analysis of opportunity. Without delay, here are my trades done in Jan till now.

Friday, 2 January 2015

Monthly Review - December 2014



5th post on monthly review and the final for year 2014. I'll write another post about a review for year 2014.

Stock Trades