For the past few months, the currency markets have been on a see-saw ride following the market modification. I am glad that my significant weightage on REIT component has withstood a lot of the marketplace downside with vastly lesser volatility in accordance with other SGX counters. 1. Sold off all my Netlink Trust holdings baffled. The stability which is craved for appears to be facing an upcoming technical disruption from the 5G mobile network. The risk of downside has increased in accordance with the upsides significantly.
Decided to re-deploy the proceeds into other oversold shown business on SGX. 3.060 per device. Market has oversold the blue chip. Upsides potential from Singtel. Since then Also, TPG has announced possible M&A with Vodafone in Australia. 3. Purchased ThaiBev. Oversold counter. Take out and normalize the prior period reasonable value gain and the underperformance percentage is leaner than the plunge in the cost.
This is one counter that I have already been keeping an eye on because of its excellent variety in its principal activities and operations in different consumer markets. 0.650 and previouslybought 30,000 shares. Getting excited about deploying more cash into ThaiBev if the price fell further. 4. Increased shareholdings of Global Investment Limited.
Fair value a lot greater than market pricing. Even if market downturn, there will be adequate margin of basic safety to avoid a total investment wipe-out. Seeking to re-invest the forthcoming dividend proceeds back to the business. 5. Increased shareholdings in Perennial PROPERTY Holdings. 6. Added Parkway Life REIT within a more defensive move and also because of its better prices after recent market modification because of this medical REIT. 7. Sold off part of Asian Pay TV Trust. The recent one-fourth results have not stabilized and still in drop. CAPEX deployed aren’t producing growth but appears to become defensive in nature of existing revenue.
- 7 years ago from Quezon CIty, Phlippines
- Become an ATM Vendor
- Use contingent pricing
- Psychopathic works Violence, product tampering or legal behavior strike
- Dependency on bonus
Dividends will definitely be cut by next 12 months in view of the inherent business performance. 8. Sold off part of Fraser Commercial Trust to diversify the focus risk. Also the promised development engine from UK might not have the previously anticipated high upside because of current Brexit conversation which does not appear to be heading well.
It also owns a host nursing homes in Japan. 1% lease review formula that guarantees 1% growth in rent if there’s deflation. Because of its Japan nursing homes, it also offers a long-term favorable lease framework with 100% committed occupancy. Unsurprisingly, life’s revenue and DPU have generally been on the rise over time.
These are some of the counters that popped up from the daily analysis that took place last week. Corroboration of data with daily charts, TA, and trending would help me study a few of these counters more in depth. Either real way, this is still a work happening as I can see that it’s giving a bit of blended results and I cannot be sure if this is an incident of “the rising tide lifts all boats”.
It is also engaged in sludge, and hazardous waste treatment as well as river recovery. CEL undertakes both turnkey and investment tasks as well as providing vegetable operation and maintenance services in drinking water and environmental tasks. Layers on Investing note did a fairly comprehensive writeup on Citic even though he determined against being vested. I’d have to confess that my research into this company would be paltry in comparison to what Layers did. Anyway, recent news of it securing contracts are likely to boost confidence, to which I shall turn to sell on information.