*Official* MasterLeong Thread

[MasterLeong]

View on GLP
Does not seem like a buy out is happening
GIC is major shareholder

Bought at 1.80 early this year
Took in 6 cents div
Sold last week at 2.05

 

[MasterLeong]

good morning guys, time to jiak breakfast and read news... last few days to keep a lookout on the market before boring December comes

 

[MasterLeong]

good morning guys, time to jiak breakfast and read news... last few days to keep a lookout on the market before boring December comes

key things to read up on are the research houses year end research reports

usually they will give a view of what to come for 2017, as well as their top picks for 2017

these reports will serve as a guide to what industries to stay positioned in for the hopeful recovery to come in 2017

so far my core positions for 2017 are in 4 key areas

telcos - ST SH M1
banks - OCBC DBS UOB
reits - CMT FCT CCT SUN
industrial - CD SCI KC

any other stocks not mentioned here are basically my trading positions, example FCL...

 

[Average]

cdg become core liao i see

Sent from 穷小子 using GAGT

 

[MasterLeong]

cdg become core liao i see

Sent from 穷小子 using GAGT

https://www.bloomberg.com/quote/CD:SP

dividends 3.8% not bad.. close to 4%

their earnings growth is pretty decent, around 5-10% per year
very solid track record and stable industry

on the downside is threat from new tech like uber
PE ratio high at 16-17
ideally wanted to buy at PE 15... but got impatient

 

[blackvice]

Great that you're back. Keep the sharing going .

 

[MasterLeong]

btw 2017 is year of the flying chicken

can the chicken send the stock market flying? or will it stay grounded? lol

 

[MasterLeong]

Great that you're back. Keep the sharing going .

thanks for the warm support

 

[Genosis]

Anyone considering Keppel DC REIT?

Keppel DC REIT offers a unique pure-play exposure to the data centre industry.....

This industry is expected to experience robust growth given huge potential of cloud computing and “big data”. It has a healthy balance sheet to support acquisitions and drive inorganic growth.

(Vested)

 

[MasterLeong]

This message is hidden because TwoFingers is on your ignore list.
This message is hidden because Daimon is on your ignore list.

updated ban list from my thread

 

[Average]

Daimon got improve liao.
Twofingers sounds like... jdr kekeke

Sent from 穷小子 using GAGT

 

[MasterLeong]

Daimon got improve liao.
Twofingers sounds like... jdr kekeke

Sent from 穷小子 using GAGT

twofingers confirm is young lim

 

[Genosis]

key things to read up on are the research houses year end research reports

usually they will give a view of what to come for 2017, as well as their top picks for 2017

these reports will serve as a guide to what industries to stay positioned in for the hopeful recovery to come in 2017

so far my core positions for 2017 are in 4 key areas

telcos - ST SH M1
banks - OCBC DBS UOB
reits - CMT FCT CCT SUN
industrial - CD SCI KC

any other stocks not mentioned here are basically my trading positions, example FCL...

My core positions for 2017......

Telcos - Singtel
Banks - DBS, OCBC
Healthcare - RMG, PLife
Retail REITs - FCT (Northpoint AEI will be completed in Sep 2017)
Industrial/Logistics REITs - AIMS, MLT, FLT, Ascendas
Data Centre - Keppel DC
Consumer - SATS

The theme is to ride on 4 major trends:
- Aging population
- Growing data consumption and digitalisation of businesses
- Riding on the opening of Changi Terminal 4
- Increased need for logistics due to e-commerce

 

[lioninvestorco]

Keppel DC REIT offers a unique pure-play exposure to the data centre industry.....

This industry is expected to experience robust growth given huge potential of cloud computing and “big data”. It has a healthy balance sheet to support acquisitions and drive inorganic growth.

(Vested)

DC REITs is the only major player for DC in singapore right? Are there anymore that is around? Better than Sunevision and Grand Ming in HK?

 

[akwl88]

Wow sb is up early and rdy to roll!

 

[MasterLeong]

My core positions for 2017......

Telcos - Singtel
Banks - DBS, OCBC
Healthcare - RMG, PLife
Retail REITs - FCT (Northpoint AEI will be completed in Sep 2017)
Industrial/Logistics REITs - AIMS, MLT, FLT, Ascendas
Data Centre - Keppel DC
Consumer - SATS

The theme is to ride on 4 major trends:
- Aging population
- Growing data consumption and digitalisation of businesses
- Riding on the opening of Changi Terminal 4
- Increased need for logistics due to e-commerce

nice, super likes!!!!!!!!!

 

[MasterLeong]

key things to read up on are the research houses year end research reports

usually they will give a view of what to come for 2017, as well as their top picks for 2017

these reports will serve as a guide to what industries to stay positioned in for the hopeful recovery to come in 2017

so far my core positions for 2017 are in 4 key areas

telcos - ST SH M1
banks - OCBC DBS UOB
reits - CMT FCT CCT SUN
industrial - CD SCI KC

any other stocks not mentioned here are basically my trading positions, example FCL...

golden post of the day~!!!!!!!!!!!!!

 

[akwl88]

My core positions for 2017......

Telcos - Singtel
Banks - DBS, OCBC
Healthcare - RMG, PLife
Retail REITs - FCT (Northpoint AEI will be completed in Sep 2017)
Industrial/Logistics REITs - AIMS, MLT, FLT, Ascendas
Data Centre - Keppel DC
Consumer - SATS

The theme is to ride on 4 major trends:
- Aging population
- Growing data consumption and digitalisation of businesses
- Riding on the opening of Changi Terminal 4
- Increased need for logistics due to e-commerce

Camping for next blog post nao!!!

 

[MasterLeong]

DC REITs is the only major player for DC in singapore right? Are there anymore that is around? Better than Sunevision and Grand Ming in HK?

u invest in HK market??????

 

[MasterLeong]

Camping for next blog post nao!!!

no more blog liao

only this thread left...... last life liao