*Official* MasterLeong Thread

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MasterLeong

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if suay suay next week reits drop another 10% then so be it, i will just hold and ride it out

still collecting my 6% yield on cost, so no worries one hahaha

But in my honest view I think 80% chance reits will remain stable, only 20% chance will drop again
 

MasterLeong

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nowadays like so many white collar crimes sia









LATEST NEWS, CORPORATE
Vallianz claims not linked to Swiber’s CAD investigations; business to ‘continue as normal’
By Michelle Zhu / theedgemarkets.com.sg | December 7, 2016 : 8:54 AM MYT
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SINGAPORE (Dec 7): Vallianz Holdings, the offshore support vessel provider, claims the group is not involved with the investigations against its independent non-executive directors Yeo Jeu Nam and Yeo Chee Neng, who hold positions at the company as director and vice chairman respectively.

It was announced on Tuesday that director Yeo, also an independent non-executive director of Swiber Holdings, was released on bail between Nov 30 and Dec 2 this year regarding CAD’s investigations against Swiber.

To recap, Swiber is currently being charged for reneging on $460 million of notes amid a slump in oil and shipping markets. Investigations are still on-going, but no formal charges have been brought against him to date.

Vice president Yeo was formerly the Chief Executive Officer at Swiber. He was also interviewed by CAD during the investigations, but was not placed on bail.

(See also: Swiber directors released on bail after CAD investigations)

“The board wishes to inform that the matters mentioned above are not related to the company and the business and operations of the group are not affected by the investigations and will continue as normal,” states Vallianz in a Wednesday filing to the Singapore Exchange (SGX).

Vallianz says it will continue to monitor and assess the situation, and make further announcements as appropriate.

Shares of Vallianz closed at 2 cents on Tuesday.
 

neoartz

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updated portfolio, now very heavy on reits riao

many are expecting a big drop in reits next week

just like how they thought the market will crash to BREXIT and how the market will crash to TRUMP

how to crash when market already crashed from 3500 to 2500

Some observation from sideline:

First : Brexit. Market crash but rebound harder as funds and retail investors are buying in

Second : US election. Futures market crash but end up during the opening of US session, funds and retail investors went in and buy again. Look at DOW and S&P lol.. Everyday CXG

Third: Italy voting. End up the impact was quite limited. Funds and retail buying in cheap currency and stocks.

FED rate hike? Looks like market already priced in the hike of interest rate.
It will be same thing.. funds and retail investors are going in to buy and buy. Oh well end up we might see another CXG on DOW and S&P.

Yes.. i do own defensive stocks in both SG and US market. :s13:
 

MasterLeong

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Some observation from sideline:

First : Brexit. Market crash but rebound harder as funds and retail investors are buying in

Second : US election. Futures market crash but end up during the opening of US session, funds and retail investors went in and buy again. Look at DOW and S&P lol.. Everyday CXG

Third: Italy voting. End up the impact was quite limited. Funds and retail buying in cheap currency and stocks.

FED rate hike? Looks like market already priced in the hike of interest rate.
It will be same thing.. funds and retail investors are going in to buy and buy. Oh well end up we might see another CXG on DOW and S&P.

Yes.. i do own defensive stocks in both SG and US market. :s13:

Yeah a lot of fear but major funds are still buying and cxg
Too much hot money created by central banks
 

MasterLeong

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Some observation from sideline:

First : Brexit. Market crash but rebound harder as funds and retail investors are buying in

Second : US election. Futures market crash but end up during the opening of US session, funds and retail investors went in and buy again. Look at DOW and S&P lol.. Everyday CXG

Third: Italy voting. End up the impact was quite limited. Funds and retail buying in cheap currency and stocks.

FED rate hike? Looks like market already priced in the hike of interest rate.
It will be same thing.. funds and retail investors are going in to buy and buy. Oh well end up we might see another CXG on DOW and S&P.

Yes.. i do own defensive stocks in both SG and US market. :s13:

US keep cxg hahaha
Hope SG will get over its oil and rate fears to cxg too
 

Daimon

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Some observation from sideline:

First : Brexit. Market crash but rebound harder as funds and retail investors are buying in

Second : US election. Futures market crash but end up during the opening of US session, funds and retail investors went in and buy again. Look at DOW and S&P lol.. Everyday CXG

Third: Italy voting. End up the impact was quite limited. Funds and retail buying in cheap currency and stocks.

FED rate hike? Looks like market already priced in the hike of interest rate.
It will be same thing.. funds and retail investors are going in to buy and buy. Oh well end up we might see another CXG on DOW and S&P.

Yes.. i do own defensive stocks in both SG and US market. :s13:

They have no choice but to buy. Interest rate is still very low.
 

lewissac

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DBS share keep rocketing up...:s12::s12:

If M1 next week still remains at below $2.00, I'll hoot in 1500 shares.
 

Genosis

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from ocbc

KEY IDEA


Singapore REITs: Fortune favours the brave



Looking back at the financial performance of the S-REITs sector YTD, we see a common trend of a moderation in DPU growth. We believe unfavourable demand and supply dynamics across the various sub-sectors are likely to persist in 2017. In our view, a rate hike during the Dec FOMC meeting appears to be a foregone conclusion. The key question on investors’ minds would be the pace of normalisation in interest rates in 2017. Given the recent volatility in sovereign bond yields, the FTSE ST REITs Index is trading at a forward yield spread which is slightly below its 5-year average. However, with continued vagaries in the geopolitical and macro landscape, we believe good quality defensive yield assets should still warrant a strategic position in investors’ portfolio. Hence, we maintain OVERWEIGHT on the S-REITs sector. Our preferred picks are Frasers Centrepoint Trust [BUY; FV: S$2.33], Keppel DC REIT [BUY; FV: S$1.35], Ascendas REIT [BUY; FV: S$2.67], Frasers Logistics & Industrial Trust [BUY; FV: S$1.10] and Mapletree Greater China Commercial Trust [BUY; FV: S$1.15].

Woah......I have all 5 picks!!! :s12::eek:
 

Genosis

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if suay suay next week reits drop another 10% then so be it, i will just hold and ride it out

still collecting my 6% yield on cost, so no worries one hahaha

But in my honest view I think 80% chance reits will remain stable, only 20% chance will drop again

My yield on cost for my REITs component is around 6.9%......definitely absolutely keeping long-term! Time to ride out the rate hike storm and earn another medal.......:D
 

Asphodeli

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there was a time were I send like 10-20 resumes out a day... 1 week apply maybe 50-100 jobs... maybe 2 weeks get 1 interview lol

think the only companies that will accept your resume are mostly retail and/or F&B... :(
 
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