*Official* General Market Chit Chat Thread

[ValueInvestor]

Noobie here. Wanna ask all the Old Birds, what you all think of dipping into emergency funds to invest when your war chest is running low?

if u use emergency fund to buy stocks
then stock goes lower and u suddenly need to use the $$
u will be force to sell out cheap

so its a big No No

 

[invisible.hippo]

exposed.

do you have a job or are you a boss?

 

[ValueInvestor]

by ocbc research

KEY IDEA

Telecoms Sector: Maintain OVERWEIGHT in uncertain times
For 2016, we believe that the telcos will stand out in an increasingly uncertain market, given their defensive business, strong cash-flow generating abilities and relatively attractive yields. Hence, we maintain our OVERWEIGHT on the sector. We currently have BUYs on all the three telcos; but M1 stands out in terms of highest expected total return, and could see the strongest share price recovery if concerns of a new telco prove to be unfounded. (Carey Wong)

M1: Offers highest yield among peers
M1 is the worst performer among the telco stocks so far in 2015, down some 20.2% YTD; besides concerns over rising interest rates, we believe that the growing talks of the emergence of a fourth telco in Singapore could also be weighing on sentiment. Having said that, we note that the company’s outlook for 2015 still happens to be the most optimistic among its peers. And in line with the sharp correction in its share price, M1’s forecasted dividend yield has risen from as low as 3.5% at the beginning of the year to about 6.5% currently, which we believe should more than adequately mitigate any spike in interest rates here. Hence, we maintain our BUY rating on the stock with an unchanged S$3.66 fair value. We also note that M1 offers the highest total expected return of nearly 34%; and its share price could rise strongly if the fears of a new telco are unfounded. (Carey Wong)


CAPITALAND MALL TRUST | BUY


A GOOD BLUE CHIP NAME TO BUY

- Price corrected post our downgrade
- FY16F yield close to 2 SD above 5-year mean
- Expect stable DPU growth

Following CapitaLand Mall Trust’s (CMT) recent share price pull-back, we believe its risk-reward is now compelling, from both a distribution yield and P/B perspective. We thus upgrade CMT from ‘Hold’ to BUY, with an unchanged fair value estimate of S$2.09. We like CMT’s constant efforts to enhance the value of its portfolio and seeking opportunities to unlock its asset value, such as the possible redevelopment or disposal of Funan DigitaLife Mall. While we are cognisant of challenges facing retail landlords, we expect CMT to continue delivering stable growth to its unitholders. We forecast DPU growth to come in at 2.3% and 2.5% for FY15 and FY16, respectively, partly driven by contribution from its recent Bedok Mall acquisition.

 

[Sinkie]

wah sti +13 already !

 

[Asphodeli]

The board of directors (the “Board” or the “Directors”) of Jason Holdings Limited (the
“Company”, and together with its subsidiaries, the “Group”) wishes to announce that
the Company’s Executive Chairman and Chief Executive Officer (“CEO”), Mr Jason
Sim Chon Ang (“Mr Jason Sim”), has been served with a High Court Writ of Summons
(the “Writ”) by the solicitors acting for CIMB Securities (Singapore) Pte Ltd (“CIMB”).
The claim set out in the Writ is in respect of a contractual dispute between CIMB and
Mr Jason Sim.

Wah so drama...should be margin loss then don't pay?

 

[Average]

He was confirmed to be JDR's clone account and got banned

GG

Rest in peace young

How u all confirm clone one hah? By IP address? What if he comes back using vpn? I have been wondering for a long time.

Sent from your gal next door using GAGT

 

[ValueInvestor]

wah sti +13 already !

wahhh up ah omg

 

[Sinkie]

wahhh up ah omg

see today can go 2880 or not..

 

[xSieghartx]

wah sti +13 already !

 

[Average]

wahhh up ah omg

Last friday drop 20+ leh...

Sent from your gal next door using GAGT

 

[satayxp]

I see the prices on the low side, hand getting itchy to dip elsewhere to hoot more stock

now no crisis n emergency u go dip is defeat the purpose of emergency fund..
be disciplined.

 

[Perisher]

do you have a job or are you a boss?

I have a job but my job has tons of downtime.
Anyway, not working now.

 

[Adenovirus]

VI korkor, may I ask how do you analyse real estate fund managers like ARA and GLP? What are some of the key performance metrics that you look at? Thank chiu in advance!

 

[Genosis]

You go google for ladyyoucanbefree, she is getting S$51k of dividends each year. Can lao nuah.

ladyyoucanbefree is super heavily vested in Starhub, most of her dividends come from Starhub. But still impressive. There is another blogger AK. His annual dividends is in the 6 digits!!!

Mine is barely $18k... sighz...

 

[Asphodeli]

ladyyoucanbefree is super heavily vested in Starhub, most of her dividends come from Starhub. But still impressive. There is another blogger AK. His annual dividends is in the 6 digits!!!

Mine is barely $18k... sighz...

$18k dividends?

 

[Genosis]

$18k dividends?

Ya.....around $18k, maybe abit slightly higher.

So, on average ish $1.5k per month lor.

Give $500 to Dad and another $500 to Mom. Only left $500 for own use.

Currently clearing my annual leave. Searching for another job...

 

[Weaboo]

How much you had invested and the net worth of your portfolio leh ? Curious

Ya.....around $18k, maybe abit slightly higher.

So, on average ish $1.5k per month lor.

Give $500 to Dad and another $500 to Mom. Only left $500 for own use.

Currently clearing my annual leave. Searching for another job...

 

[Genosis]

How much you had invested and the net worth of your portfolio leh ? Curious

Vested capital is around $273k

Market value of portfolio is slightly lower than $300k (drop quite abit this year )

 

[homedriver]

How much you had invested and the net worth of your portfolio leh ? Curious

Seems portfolio around 300k

 

[Sinkie]

Vested capital is around $273k

Market value of portfolio is slightly lower than $300k (drop quite abit this year )

wah another rich boy spotted !