*Official* MasterLeong Thread

[L'oreal Paris]

since your portfolio all reits le, I think SingTel is a good choice to diversify a bit... banks are also good provided they come down again for you to load.

Don't say about banks le say liao I sad

 

[MasterLeong]

Don't say about banks le say liao I sad

Why leh
Learn from the painful lessons lor

 

[L'oreal Paris]

Why leh
Learn from the painful lessons lor

I buy 14.9 for dbs earlier on sold at 15.1

Cuz I tot will fall back didn't know will shot up so high lol

I think is October time

 

[MasterLeong]

mm2 Asia’s recent accomplishments have secured growth for the new year
By Michelle Zhu / theedgemarkets.com.sg | December 21, 2016 : 11:46 AM MYT
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SINGAPORE (Dec 21): DBS Vickers Securities is maintaining its “buy” call on mm2 Asia, the films and TV production house, with a target price of 56 cents.

This comes after the successful listing of UnUsUal as well as after mm2 reported a net profit of $8.9 million for 1H17, nearly double from the previous year.

(See also: Mm2 Asia to acquire 51% stake in concert organiser, UnUsUal)

Looking ahead, DBS analyst Ling Lee Keng anticipates the group’s increasing focus on North Asia, and expects the region to contribute over 70% of core revenue from FY17F, up from 23% in FY16.”

“The successful listing of UnUsUal, which mm2 acquired at 10.2x PE back in February 2016, would enable mm2 to crystallise gains and unlock value,” Ling adds.

mm2 in November proposed the acquisition of 13 cinemas in Malaysia, which will increase its total number of owned cinema screens in the country to 133.

Aside from building a source of recurring income, Ling believes the acquisition will enable mm2 to “scale up for better synergies and cost savings”, as well as propel the group to become a top four player in Malaysia from FY18F onwards.

“mm2 will continue to expand in the area of new media content. With an Over-thetop (OTT) content platform in development and the recent proposed acquisition of RINGS.TV to offer more diverse content and an additional platform for broadcast, mm2 is in a position to produce, distribute and exhibit transmedia content and enter new market segments,” asserts the analyst.

Shares of mm2 are trading at 42 cents.

 

[Maeda_Toshiie]

Assuming I have about 7 to 10k cash on hand

Shld I buy

Singtel
Top up cmt fct to avg down
Buy a reits parkwaylife

Or Juz hold suan or any other recommended counters

My portfolio all reits sia lol

Buy some ES3?

 

[Maeda_Toshiie]

TBH, I am looking at Singtel and Frasers Logistics and Industrial Trust.

 

[MasterLeong]

I buy 14.9 for dbs earlier on sold at 15.1

Cuz I tot will fall back didn't know will shot up so high lol

I think is October time

that the dangers of FIFO/trading


I bought dbs at average price $15... ppl were shooting me say it will crash to $12 or $10

the low was like $13+ i think... i did not catch the bottom.. no one can do that 100% of the time, but I knew DBS was below book value and undervalued


now i sitting on 20% gains 1379 shares ^_^

 

[L'oreal Paris]

Buy some ES3?

ES3 too high I greedy also la when 2.7 I shift goal post

 

[MasterLeong]

TBH, I am looking at Singtel and Frasers Logistics and Industrial Trust.

both are solid picks for sure

FLT many solid dividend bloggers like it

 

[L'oreal Paris]

14.9 is a very good price.

I know right..

What is Done is done move forward

 

[MasterLeong]

ES3 too high I greedy also la when 2.7 I shift goal post

https://www.spdrs.com.sg/etf/fund/fund_detail_STTF.html

Price/Earnings 12.18

Distribution Yield 3.13%

I think sti etf is not expensive, valuations are cheap compared to historical PE of 15 times (suggesting 20% upside)

$3.00 or less is an easy buy

eventually it will be way above $3

 

[MasterLeong]

I know right..

What is Done is done move forward

just forget about banks and look at what opportunities u have infront of u now

https://sg.finance.yahoo.com/echarts?s=C38U.SI#symbol=C38U.SI;range=2y

example CMT now at 2 years low

https://sg.finance.yahoo.com/echarts?s=B2F.SI#symbol=B2F.SI;range=2y

M1 also at 2 years low


will u repeat your mistakes? or will you do better this time? ask yourself

 

[L'oreal Paris]

If flt goes below the ipo price, I will go in again.

What's the ipo price?

 

[L'oreal Paris]

just forget about banks and look at what opportunities u have infront of u now

example CMT now at 2 years low

Loaded w 3 K plus (cmt @1.935)dunno shld increase my size


Dunno ley call me weirdo ba I Juz like to diversify my portfolio

 

[Maeda_Toshiie]

What's the ipo price?

$0.89



Ten-chan

 

[MasterLeong]

https://sg.finance.yahoo.com/echarts?s=B2F.SI#symbol=B2F.SI;range=5y

sorry I am mistaken

M1 is now at 5 years low!!!!!

DANGER or OPPORTUNITY?

do your own due diligence and find your own answer

 

[Maeda_Toshiie]

Loaded w 3 K plus (cmt @1.935)dunno shld increase my size


Dunno ley call me weirdo ba I Juz like to diversify my portfolio

Nothing wrong with diversifying, but ~10 quality counters is sufficient for most retail investors. Over diversification can dilute earnings.

 

[MasterLeong]

https://sg.finance.yahoo.com/echarts?s=C38U.SI#symbol=C38U.SI;range=5y

actually CMT 5 year low is 1.70, now is 1.90

I STRONGLY DO NOT BELIEVE THAT CMT WILL GO BELOW 1.70

odds of that happening is less than 1% in my view

so max is around 10% downside for CMT and a lot more upside for sure

I may be WRONG, so please do your own due dilligence


my top picks for the recent sell down is CMT and M1

MAY THE FORCE BE WITH YOU ^^

 

[wiz]

Should I add more M1 ? 16.5% of port and average $2.45

 

[MasterLeong]

Should I add more M1 ? 16.5% of port and average $2.45

I think u very heavy on M1 already

can look at other cheap boats around the reits telco segment