*Official* MasterLeong Thread

[MasterLeong]

highlight of the day



http://www.sharesinv.com/prices/index-sti/indicators?PHPSESSID=cadd6cab10814417b2906099514b9fea

if look at STI 30 blue chips the earnings for 2015/16

banks - flat earnings, still decent...not as bad as most thought
marine (KC/SMM/SCI) - earnings down 50%... very bad...
commodities (olam/noble/wilmar,goldn agri) - low to no earnings... super bad
reits (cct/cmt/areit) - flat dpu... still decent
property - lower earnings of 20-30%
telcos - lower earnings of 10%
engineering (SIA engg STE SIA) - lower earnings of 10-20%

all above just rough estimation

THE KEY POINT IS - ECONOMY IS SLOWING DOWN, EARNINGS ARE MOSTLY DOWN

will earnings fall every year? NO
when is the bottom? I do not know

but in the long run, recovery WILL EVENTUALLY COME

 

[strangerjun]

was thinking how come got one new thread so many replies...

Welcome back, Master Leong!

 

[Genosis]

ah........ u sell away m1 and starhub....... is this permanent or u intend to buy back at lower prices?

I will wait for the dust to settle first on the upcoming telco price wars by monitoring the number of users lost by the 3 incumbents...will stay vested in singtel for now due to the potential netlink trust ipo next year

Once their revenue and earnings stabilise after a few quarters, i might enter again...

In the meantime, i think my funds are better deployed in other sectors

 

[Genosis]

http://dividendknight.blogspot.sg/

will await your next portfolio update kekekekeke

Thanks for the support! Will be sharing my 2017 investing ideas soon...

 

[Genosis]

FLINT is FLT right?

Yup...frasers logistics

 

[Genosis]

MCT the pb like a bit higher, u not worried?

http://www.sharesinv.com/N2IU/

Price-to-Book : 1.09


whereas CCT/Suntec are like 20% discount to book

http://www.sharesinv.com/T82U/

MCT the assets are much better in quality or I missing out something? power of vivo city? hehehe

Temasek just bought some mct last week, so i just follow...hahaha!

 

[Mancunian2]

highlight of the day



http://www.sharesinv.com/prices/index-sti/indicators?PHPSESSID=cadd6cab10814417b2906099514b9fea

if look at STI 30 blue chips the earnings for 2015/16

banks - flat earnings, still decent...not as bad as most thought
marine (KC/SMM/SCI) - earnings down 50%... very bad...
commodities (olam/noble/wilmar,goldn agri) - low to no earnings... super bad
reits (cct/cmt/areit) - flat dpu... still decent
property - lower earnings of 20-30%
telcos - lower earnings of 10%
engineering (SIA engg STE SIA) - lower earnings of 10-20%

all above just rough estimation

THE KEY POINT IS - ECONOMY IS SLOWING DOWN, EARNINGS ARE MOSTLY DOWN

will earnings fall every year? NO
when is the bottom? I do not know

but in the long run, recovery WILL EVENTUALLY COME

you have deep insights from time to time

should focus your energies on productive things instead of meaningless squabbles

 

[Mancunian2]

Temasek just bought some mct last week, so i just follow...hahaha!

Temasek is not a good indicator with their history of buy high, sell low

 

[Jazzbie]

Any TP to sell for DBS and OCBC? TIA!

Sent from Samsung SM-G900F using GAGT

 

[yihao93]

Wah boobmmark

 

[eveee99]

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

7% yield, any views?

even if cut divs to 16 cents still 5.7% yield

I like...planning to add but wonder if can get at 2.7+ instead...

 

[yihao93]

I like sphreit lei
What u all think ?

 

[lbs]

at first look i thought MasterLeong is another FCS nick ...

 

[sherman1213]

I like sphreit lei
What u all think ?

it holds only clementi mall
only catalyst is seletar mall injection by sph

not very good imho

 

[MasterLeong]

Any TP to sell for DBS and OCBC? TIA!

Sent from Samsung SM-G900F using GAGT

already sold some DBS at 16.50 and 8.50

still holding balance for long term dividends


if u really want to be greedy can TP at 1.2 times book value

 

[MasterLeong]

I like...planning to add but wonder if can get at 2.7+ instead...

if u really like the counter, now is cheap

u keep waiting for lower and lower, higher risk of missing boat nia

 

[MasterLeong]

I like sphreit lei
What u all think ?

do not like their parent, so do not like their kid

will avoid... as they do not have a track record like capland or fraser reits

 

[MasterLeong]

it holds only clementi mall
only catalyst is seletar mall injection by sph

not very good imho

Yeah good point, they not enough assets to be diversified like CMT

 

[MasterLeong]

I like...planning to add but wonder if can get at 2.7+ instead...

If u wait for 2.7+ instead of 2.8 level
Might as well wait for 2.00
If u get what i mean

10 cent is no big deal if u really like the fundamentals

 

[MasterLeong]

http://forums.hardwarezone.com.sg/e...ig-hoo-ha-adidas-pacific-plaza-5512431-9.html

Recession???? Lol