*Official* MasterLeong Thread

[MasterLeong]

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

Reits i feel is safer
Especially blue chip ones like CMT CCT
Hard to do badly by being a landlord haha

 

[MasterLeong]

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

Hope 2017 ocbc will start showing earnings growth again

 

[MasterLeong]

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

Telcos more high risk higher returns due to threat of 4th telco
But still i think m1 and sh are way undervalued

 

[MasterLeong]

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

Btw the MCT u bought, maybe in 2017 will become blue chip
Its next in line and top of reserve list

 

[Genosis]

Hope 2017 ocbc will start showing earnings growth again

Hit $9 just now! Bull is back.....

 

[Sinkie]

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.

at 2859, pe is still 13.2?

 

[awful999]

Telcos more high risk higher returns due to threat of 4th telco
But still i think m1 and sh are way undervalued

thanks, may be I just add CCT as I dont want to add more counters, currently already have more then 12...

 

[Genosis]

Btw the MCT u bought, maybe in 2017 will become blue chip
Its next in line and top of reserve list

Fingers crossed lor......Google set up regional headquarters at Mapletree Business City!

 

[MasterLeong]

at 2859, pe is still 13.2?

Says the research report i guess

 

[Genosis]

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.

Wa......out of their 10 picks, I got 7!

 

[MasterLeong]

Hit $9 just now! Bull is back.....

Ah ma huat till teeth drop liao

 

[MasterLeong]

at 2859, pe is still 13.2?

Its this morning research report

 

[Genosis]

Ah ma huat till teeth drop liao

I must thank Ah Ma and Gupta for the bulk of this year's returns......

 

[Sinkie]

Its this morning research report

those old time big bird once told me that once sti trading at 8-9 pe, can show hand already lol

so technically around 1800 level

 

[Genosis]

those old time big bird once told me that once sti trading at 8-9 pe, can show hand already lol

so technically around 1800 level

Storing up more ammo now!

 

[MasterLeong]

those old time big bird once told me that once sti trading at 8-9 pe, can show hand already lol

so technically around 1800 level

If hits that cheap i will borrow 300k and hoot for sure haha

 

[awful999]

If hits that cheap i will borrow 300k and hoot for sure haha

that will be the time leverage kick in dont wait liao, even SGX trainer said so, show hand

 

[MasterLeong]

that will be the time leverage kick in dont wait liao, even SGX trainer said so, show hand

3500 peak to 1800 is a fall of near 50%
Sure all in

No need think

 

[MasterLeong]

sti 3500 to 2500 that time many people scared to go in

now up 10% from bottom to 2800 many people waiting for it to go lower

once cross 3000 many people will regret and can only see the boat gone

 

[akwl88]

Q-ing cmt at 1.9 liao for vouchers!

Huat ah!

Lol q for vouchers...