Whats your expected or target return for 2015?

[felixleong]

must be patient and wait for it to come back

CCT and M1, ok la... hold for dividends

OCBC, hope for capital gains LOL

 

[spiritGate]

CCT and M1, ok la... hold for dividends

OCBC, hope for capital gains LOL

Yea hope ocbc got capital gain if not just hold until got capital gain. hahahaha

 

[trepies]

Yea hope ocbc got capital gain if not just hold until got capital gain. hahahaha

hahaha. ocbc is die die hold til capital gain.

 

[John.D Rockefeller]

CCT and M1, ok la... hold for dividends

OCBC, hope for capital gains LOL

Tempting to add CCT now..


Currently portfolio:

KDCREIT
M1
Sembcorp Marine
Sheng Siong

 

[flyfox]

sembcorp results coming out soon..

keeping my fingers crossed

 

[Geforce3]

See CCT drop I also heart pain

Hold for dividends ahhhhhhh

 

[felixleong]

Tempting to add CCT now..


Currently portfolio:

KDCREIT
M1
Sembcorp Marine
Sheng Siong

CCT boat waiting for u, many of us on board riao hehehehee

 

[KungFu]

welcome on board CCT hehehe

we on so many boats together

M1, OCBC, CCT lol

haha maybe thats the most commonly seen stock names in this forum thread.
Maybe due to ur influence. lol

 

[felixleong]

sembcorp results coming out soon..

keeping my fingers crossed

ya tonight see SCI results how...

anyway I not planning to add anymore SCI liao due to the weakness in marine segment... I can only hope its utilities business can show good earnings and push SCI a bit to 4.6-4.8 I happy riao

 

[felixleong]

btw in regards to M1

analyst say only 80% chance will have 4th telco...

20% chance no competitor is not bad hahahaha

the Oman deal is seen as earnings neutral... M1 the hyped died down pretty fast today and now is red red

 

[staticvoid]

haha maybe thats the most commonly seen stock names in this forum thread.
Maybe due to ur influence. lol

Boarded CCT also

 

[John.D Rockefeller]

CCT boat waiting for u, many of us on board riao hehehehee

Not sure if should liquidate my KDCREIT for CCT

 

[felixleong]

Overseas adventure – A shift  M1 has surprised us by taking a minority share in a telecom player in Oman  We are not excited by its investment in a new mobile reseller in a saturated market with 4 mobile players and multiple mobile resellers  Maintain HOLD with lower TP of S$3.65 as we assume 80% probability of entry of 4th mobile player in Singapore M1 is taking a minority stake in a telecom player in Oman. M1 has agreed to invest in Integrated Telecommunications Oman SAOC (Teo). TeO is Oman's first private international gateway operator and a mobile services reseller. TeO intends to capitalise on M1’s strengths and aspires to become a full service telecom provider in the Sultanate as it plans to launch its mobile reseller service in Oman. Other transaction details are not disclosed. Oman is a small and saturated market. Oman is a country with 3.2m population. According to BuddeComm, there were over 6.2m phone connections in 2014. This implies over 190% mobile penetration. The networks providing 3G coverage are Oman mobile, Ooredoo (Qatar telecom & partners), Renna and Friendi. Besides, there are a number of mobile re-sellers. Teo, in our view, would be another mobile reseller whose future growth potential does not look very exciting. TP cut to S$3.65 after assuming 80% probability of 4th mobile player entry in Singapore. We believe that SMRT-Consistel joint venture - OMGtel has a strong chance of entering as 4th telco with the auction of 900MHz spectrum which could happen this year. We estimate 9.4% ROI for OMGtel based on 10% revenue share by 2020 and S$1bn capex assumption. M1’s 13-16% topline is at risk in our view. Assuming 80% probability of 4th telco entry, our DCF based (WACC 6.8%, terminal growth 1%) is reduced to S$3.65. Maintain HOLD for 5.7% yield.

 

[John.D Rockefeller]

btw in regards to M1

analyst say only 80% chance will have 4th telco...

20% chance no competitor is not bad hahahaha

the Oman deal is seen as earnings neutral... M1 the hyped died down pretty fast today and now is red red

Paper loss stands at 5-6% on M1

 

[felixleong]

Boarded CCT also

welcome on board~

hope all of us can huat ah

 

[felixleong]

Not sure if should liquidate my KDCREIT for CCT

I think can hold ba... since its for dividends too

switch around... bo hua to keep paying commission

 

[flyfox]

I also wanna add CCT.

Coz i only wanna add one lot, then haven't transfer money to SCB, got one cheque also haven't deposit...and my FYP presentation next Monday..busy preparing..argh...

I think tonight got time go ion orchard settle all this...

CCT or M1 it is!!!

 

[felixleong]

High quality offices in CBD

after the GFC crash onwards, good track record of growing DPU

low gearing of 30% nia.. no worries of rights issue


if the fundamentals are solid, don't need to worry about short term market movements

Stay calm and wait for power of CD~!

 

[John.D Rockefeller]

I think can hold ba... since its for dividends too

switch around... bo hua to keep paying commission

True..my KDCREIT so far up 2% nia

Think let it sit for a while

Ok target 5000 for CCT hold 4 months

 

[flyfox]

High quality offices in CBD

after the GFC crash onwards, good track record of growing DPU

low gearing of 30% nia.. no worries of rights issue



if the fundamentals are solid, don't need to worry about short term market movements

Stay calm and wait for power of CD~!

was there a drop in distribution after the financial crisis? from the photo

Their gearing reasonably low. Consider their quality assets, they have better bond rating and can afford to borrow more at a lower interest than others.