*Official* MasterLeong Thread

[wiz]

u might have missed this... temasek dun manage a 300k portfolio... for example, u hoot ara big time... but they cant... even if they bought 100% shares of ara, impact to their overall profitability is relatively much smaller to than ur portfolio.

Sent from 穷小子 using GAGT

Do not quite agree with this statement, Temasek hire professional fund managers and they have loads of them, including professional services the number rivaling those from tier 1 global banks. But they are not generating returns near what these global banks are generating. Why?? Making acquisitions not with returns as an objective?

 

[MasterLeong]

SATS was sold down...I hope there will be good news for investors

if looking at 1 year chart, i feel that sats is still high

https://sg.finance.yahoo.com/echarts?s=S58.SI#symbol=S58.SI;range=1y

valuations wise

http://www.sharesinv.com/S58/

PE 23.8 seems on the high side, but yield of 3.2% is decent for blue chip




those interested in SATS or SIA Engineering can look at SIA instead

http://www.sharesinv.com/C6L/

13% discount to book value and yield 4.6 % is attractive
also SIA is the majority shareholder of both SATS and SIAE



A much value play for sure

 

[MasterLeong]

Do not quite agree with this statement, Temasek hire professional fund managers and they have loads of them, including professional services the number rivaling those from tier 1 global banks. But they are not generating returns near what these global banks are generating. Why?? Making acquisitions not with returns as an objective?

Temasek paid so much salary to those stupid scholars yet they only make 6% returns over the decade... its such low returns

there are billion dollar hedge funds in US that make 10-20% returns... easily 2 to 3 times of what T made...

that's why some countries the sovereign wealth funds, they don't invest themselves... they slice up their portfolio and park the $$$ into ETFs and hedge funds

 

[wiz]

Temasek paid so much salary to those stupid scholars yet they only make 6% returns over the decade... its such low returns

there are billion dollar hedge funds in US that make 10-20% returns... easily 2 to 3 times of what T made...

that's why some countries the sovereign wealth funds, they don't invest themselves... they slice up their portfolio and park the $$$ into ETFs and hedge funds

Correct quite a few use BLK as one of their AM, T and G are one of those but why returns are so low is beyond me

 

[MasterLeong]

look at how T screwed up on SMRT, end up have to take it private... who paid the bill? tax payers money...

 

[MasterLeong]

Correct quite a few use BLK as one of their AM, T and G are one of those but why returns are so low is beyond me

yeah BLK has a very good track record and are one of the biggest fund managers in the globle if not biggest

 

[Daimon]

Temasek paid so much salary to those stupid scholars yet they only make 6% returns over the decade... its such low returns

there are billion dollar hedge funds in US that make 10-20% returns... easily 2 to 3 times of what T made...

that's why some countries the sovereign wealth funds, they don't invest themselves... they slice up their portfolio and park the $$$ into ETFs and hedge funds

Check your facts.

Temasek got ask Hedge funds e.g Bridgewater to invest their capital.

 

[MasterLeong]

https://dqydj.com/sp-500-return-calculator/

Starting Month Starting Year
Ending Month Ending Year


Total S&P 500 Return
73.867%
Annualized S&P 500 Return
5.197%
Total S&P 500 Return (Dividends Reinvested)
117.266%
Annualized S&P 500 Return (Dividends Reinvested)
7.367%




TEMASEK HOLDINGS's 6% RETURNS CANNOT EVEN BEAT THE SIMPLE S&P 500 ETF 7.3% returns OVER THE SAME 10 YEAR PERIOD!!!!!!!!!!!!!!!!!!!

TEMASEK HOLDINGS's 6% RETURNS CANNOT EVEN BEAT THE SIMPLE S&P 500 ETF 7.3% returns OVER THE SAME 10 YEAR PERIOD!!!!!!!!!!!!!!!!!!!

TEMASEK HOLDINGS's 6% RETURNS CANNOT EVEN BEAT THE SIMPLE S&P 500 ETF 7.3% returns OVER THE SAME 10 YEAR PERIOD!!!!!!!!!!!!!!!!!!!

 

[MasterLeong]

I just trying to say that, when temasek buys a stock in open market... it may not be wise to follow temasek's trades...
temasek has a poor/weak track record

I strongly advise investors to totally ignore what T is doing and focus on doing your own research

read more research reports, read more annual reports

that's how u grow and find undervalued stocks

 

[Layers]

if looking at 1 year chart, i feel that sats is still high

https://sg.finance.yahoo.com/echarts?s=S58.SI#symbol=S58.SI;range=1y

valuations wise

http://www.sharesinv.com/S58/

PE 23.8 seems on the high side, but yield of 3.2% is decent for blue chip




those interested in SATS or SIA Engineering can look at SIA instead

http://www.sharesinv.com/C6L/

13% discount to book value and yield 4.6 % is attractive
also SIA is the majority shareholder of both SATS and SIAE



A much value play for sure

Was looking at sia eng. Top line is dropping. aircraft maintenance is changing. New aircraft model require less maintenance.

Din know sia is below book. Wasn't interested cos its margin is very little. But below PB is a good consideration

Sent from Sony E6853 using GAGT

 

[MasterLeong]

portfolio CXG

huat ah $$$$$$$$$$$$

 

[wiz]

yeah BLK has a very good track record and are one of the biggest fund managers in the globle if not biggest

They are the biggest AM, double of its nearest rival state street. Great company for clients but not for employees

 

[MasterLeong]

Was looking at sia eng. Top line is dropping. aircraft maintenance is changing. New aircraft model require less maintenance.

Din know sia is below book. Wasn't interested cos its margin is very little. But below PB is a good consideration

Sent from Sony E6853 using GAGT

yeah SIA below book, so may be its cheap

looking at their dividend history

https://www.dividends.sg/view/C6L

payout is quite erratic... so the risk is higher


SIA may be a good bet if one thinks oil will continue to stay low at $40-50 range

but if oil goes to $60 or higher... guess it will surely hurt airline companies like SIA

 

[MasterLeong]

They are the biggest AM, double of its nearest rival state street. Great company for clients but not for employees

why employees no good leh? hahahaha

 

[wiz]

why employees no good leh? hahahaha

They work you like a slave with little Budget to do anything ... haha

 

[Layers]

yeah SIA below book, so may be its cheap

looking at their dividend history

https://www.dividends.sg/view/C6L

payout is quite erratic... so the risk is higher


SIA may be a good bet if one thinks oil will continue to stay low at $40-50 range

but if oil goes to $60 or higher... guess it will surely hurt airline companies like SIA

World is full of oil noe. Trump want to pump more oil.

Probably would stay below 60.

Sent from Sony E6853 using GAGT

 

[wiz]

Not sure about SIA, airlines are in a similar situation as telcos. You need them but they can no longer generate value. At least telcos are less volatile

 

[TheIntelligentInvestor]

Was looking at sia eng. Top line is dropping. aircraft maintenance is changing. New aircraft model require less maintenance.

Din know sia is below book. Wasn't interested cos its margin is very little. But below PB is a good consideration

Sent from Sony E6853 using GAGT

Warren Buffett reversed his long time dislike of airlines stock by buying AA, UA and Delta last month. Wonder why he changed his mind after the bad investment way back in the 1980s for US Airways.

 

[wiz]

Warren Buffett reversed his long time dislike of airlines stock by buying AA, UA and Delta last month. Wonder why he changed his mind after the bad investment way back in the 1980s for US Airways.

Really??!! This is interesting to know why

 

[MasterLeong]

Really??!! This is interesting to know why

Warren Buffett reversed his long time dislike of airlines stock by buying AA, UA and Delta last month. Wonder why he changed his mind after the bad investment way back in the 1980s for US Airways.

Why is Warren Buffett Investing in Airlines?
After nearly three decades of claiming the industry is a terrible place to invest, the Oracle of Omaha recently purchased shares in several major airlines -- is this a major shift?

Adam Levine-Weinberg (TMFGemHunter) Dec 5, 2016 at 7:55AM

http://www.fool.com/investing/2016/12/05/why-is-warren-buffett-investing-in-airlines.aspx