*Official* MasterLeong Thread

[goh6570]

Master Leong still sleeping .....full-time investor dun need to wake up early for work

Sibei shiok!!!

I am squeezing like sardine on MRT...

You can be one in near future

 

[Takodoro]

Master Leong still sleeping .....full-time investor dun need to wake up early for work

Sibei shiok!!!

I am squeezing like sardine on MRT...

I will support dk if you decided to be full time investor like shifu

 

[MasterLeong]

Welcome back!

I am also putting money on REITs and telcos though my timing has been way too early. I set a price at 1.9 for CMT, but somehow I went against it by buying at 2.1... Well, it was a good lesson learnt in having patience in investing. I think a zen class will help

I see, a bit higher is fine one ba
Slowly collect dividends and in the long run still will get good returns i guess
5%++ dividends is shiok hehe

 

[cronoficator]

Reading this thread in sardine MRT is good. Welcome back SB!

I sold off my ARA. Reserving cash for slight dip in REITS!

 

[MasterLeong]

Whats your take on ARA u locked in profits ur remaining 30k?

ARA i all sold liao
Made around 20k net profits on it this year
GLP i also all sold liao
Made around 4k net profits
GG

 

[Genosis]

You can be one in near future

My aim is to achieve that in 2 more years.....sleeping in on a Monday morning!

 

[MasterLeong]

WA seh, how come shifu know I vested already?

I dunno
So u have FCL liao ah
Good luck hehehe
Many are on board this one

 

[MasterLeong]

Master Leong still sleeping .....full-time investor dun need to wake up early for work

Sibei shiok!!!

I am squeezing like sardine on MRT...

I woke up at 8am lol
Now reading news

I miss squeezing on mrt with hot OL sexy butt rubba rubba

 

[goh6570]

My aim is to achieve that in 2 more years.....sleeping in on a Monday morning!

I sarpork you. You can do it !!

Yeah as usual mrt always jam pack like sardine

 

[MasterLeong]

My aim is to achieve that in 2 more years.....sleeping in on a Monday morning!

Wow u joining me soon in 2018 to 2020 ah, nice!
Guess a few more years your portfolio will hit half mil riao hehehe

 

[MasterLeong]

Reading this thread in sardine MRT is good. Welcome back SB!

I sold off my ARA. Reserving cash for slight dip in REITS!

Congrats on taking profit on ARA, hope the deal gets vote down so that next year we can hoot again at 1.50 hehehehe

Will be a bit sad if ARA goes private, really a super outstanding company

 

[MasterLeong]

http://www.theedgemarkets.com.sg/sg...singapore-and-hong-kong-wealth-and-investment


Ocbc to cross $9 soon i guess
Still holding about 30k worth

 

[Genosis]

Wow u joining me soon in 2018 to 2020 ah, nice!
Guess a few more years your portfolio will hit half mil riao hehehe

Can hit $400k I will be satisfied oredi......at 6% yield means can collect $24k in dividends

 

[Genosis]

http://www.theedgemarkets.com.sg/sg...singapore-and-hong-kong-wealth-and-investment


Ocbc to cross $9 soon i guess
Still holding about 30k worth

Nice! Next year, the fees from this acquisition will start to roll in.....

 

[MasterLeong]

ocbc research


KEY IDEA


Strategy: Privatization points to under-valuation



Trading activities in Singapore were fairly lackluster in 2016 as investors stayed on the sidelines. With the removal of the recent overhang over the US President, equity markets have rallied on expectations of more fiscal measures ahead. For the Singapore market, prospects will still be affected by the continued weakness in the Oil & Gas sector, softness in the property sector and focus on impairment charges for banks. The hunt for yield is likely to continue in the local market. We expect privatizations to continue, and it is a clear reflection of the current inexpensive valuations in the mkt. The STI is trading at PB of 1.1x, PER of 13.2x and healthy dividend yield of 3.9%. Our picks for 2017 are AREIT, CapitaLand, Frasers Centrepoint Trust (FCT), Frasers Logistics & Industrial Trust (FLT), GLP, Keppel DC REIT, OUE, Raffles Medical, Sheng Siong and SingTel.

 

[MasterLeong]

- Sembcorp Industries announced that through its 49%-owned subsidiary, it has clinched its first solar energy project in Singapore, which will provide renewable power to two airfreight terminals near Singapore Changi Airport. The total consideration is S$2.6m.

no $3 no sell~~~~~~~~~~~~~~

 

[pigpigoink]

my sembcorp industry bought at 3.15 zzz lol

Sent from Redmi 2 Enhanced using GAGT

 

[MasterLeong]

my sembcorp industry bought at 3.15 zzz lol

Sent from Redmi 2 Enhanced using GAGT

then u must wait for full recovery in O&G segment
may take 1-2 years more or longer

 

[awful999]

if only can buy one, should buy telco or reits ?

 

[pigpigoink]

then u must wait for full recovery in O&G segment
may take 1-2 years more or longer

ya lor, holding on to it.

Sent from Redmi 2 Enhanced using GAGT