*Official* MasterLeong Thread

[Genosis]

too bad, I done shopping in 2016 riao

2017 is waiting for recovery... dunno will come or not, hoping STI can go above 3000 again

STI 3000 is definitely a possibility.....I dun think our presidential election will make any difference anyway

 

[MasterLeong]

heng my reits paper losses recovering already, now 2% under water only on average

 

[MasterLeong]

STI 3000 is definitely a possibility.....I dun think our presidential election will make any difference anyway

ya that one i also think like no impact to market ba

the president really put for show only

 

[akwl88]

CMT up 2%... on drugs riao~~~~~~

CMT huat ah!

POWER OF DTF!

 

[Genosis]

heng my reits paper losses recovering already, now 2% under water only on average

U still got banks to tank the damage.....no fear!

 

[MasterLeong]

CMT up 2%... on drugs riao~~~~~~

A reits also up 2% today

hope more hot money flow back to reits lol

reits previously really over sold as they were down like 10-15% within just 2 months on fear of rate hikes in 2017 (4 hikes expected)

 

[Genosis]

CMT huat ah!

POWER OF DTF!

And starbucks.....and cinemas.....

 

[WeirdChemist]

Hope cmt boat dont come back. Sail all the way

 

[MasterLeong]

U still got banks to tank the damage.....no fear!

yeah our banks sittting on very good paper gains... just leave them there... i dun want to touch already

have already rebalanced my banks and took some profits off the table... just waiting for full year dividends to take scrip and add more into portfolio from there...

not gonna buy or sell any bank shares in open market.. just collect scripts and let the position ownself grow from there for long term

2017 I really focused and more concerned about the reits and telcos...

 

[MasterLeong]

Hope cmt boat dont come back. Sail all the way

if can cross back to $2, i sure happy till teeth drop riao

 

[WeirdChemist]

if can cross back to $2, i sure happy till teeth drop riao

If cross 2$ i will fifo sia. Cny coming can give parent some ang bao

 

[MasterLeong]

SATS is like nearing $5... insane man.........

5 years ago SATS was like just a $2 mid cap stock.... now is super blue chip, that's why I sometimes prefer to take some risk and go for mid cap stocks instead of purely just holding only blue chips.... when they get upgraded from mid cap to blue chip... usually can huat big big and investors price it at a big premium... in recent years examples are SATS and CDG and ThaiBev which from mid cap become blue chip

I do hope MCT and SUN will become future blue chips too, along side CCT kekekekeke

https://sg.finance.yahoo.com/echarts?s=S58.SI#symbol=S58.SI;range=5y

 

[MasterLeong]

so far my portfolio 4 quality mid cap picks

M1/FCT/MCT/SUN

1 telco 3 reits lol lol lol

 

[MasterLeong]

just noticed that sabana now below 38 cents

used be a $1 stock during IPO like 7 years ago....

example of value trap...... gg max to those who held.... get dividends for 7 years also lose money sia

 

[MasterLeong]

Singapore’s land transport sector is revving up for a smooth ride
By Michelle Zhu / theedgemarkets.com.sg | January 3, 2017 : 1:39 PM MYT
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SINGAPORE (Jan 3): RHB has given Singapore’s land transport sector an “overweight” rating amid regulatory tailwinds and improved growth prospects.

As the only publicly listed stock offering exposure to the sector, ComfortDelGro has been highlighted as one of RHB’s top “buy” recommendations with a target price of $3.24.

In a Tuesday note, analyst Shekhar Jaiswal observes a “positive impact” from the recent implementation of the government contracting model (GCM) for buses, which transfers revenue risk to Singapore’s government while enabling bus operators to earn a reasonable profit margin for providing higher service levels.

“2017 will be the first full year when bus operators would earn 7-8% EBIT margin for public bus business, which used to be loss-making in the past,” says Jaiswal.

He furthermore notes that new regulations for private car hire apps such as Uber and Grab are due for industry-wide compliance by 1H17. These regulations will require private-hire car drivers to obtain a vocational licence in order to operate, as well as register their cars with the Land Transport Authority (LTA).

Although Jaiswal acknowledges these do not serve an equaliser in terms of regulations, he believes such new policies signal “the first step” towards regulating the use of private-hire car apps.

As such, he thinks ComfortDelGro is positioned for growth despite the increased competition in the Singapore taxi industry, being the only listed land transport company in Singapore after Temasek’s privatisation and subsequent delisting of SMRT in 2016.

The analyst also expects the stock to benefit from its “well-diversified global exposure” to land transport operations in Singapore, the UK, and Australia.

As at 1.10pm, shares of ComfortDelGro are down by 2 cents at $2.45.

 

[MasterLeong]

Cherry-pick stocks within preferred sectors: RHB
By PC Lee / theedgemarkets.com.sg | January 3, 2017 : 3:55 PM MYT
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SINGAPORE (Jan 3): RHB is betting on top picks in Consumer Staples, Healthcare, Land Transport, Offshore & Marine and REITs sectors to hold up well against a weak macroeconomic environment.

RHB says careful selection of stocks will be critical and recommends that investors stay selective within its preferred sectors.

Its economics team expects Singapore to witness another challenging year in 2017, with an expected decline in GDP growth rate, slowdown in exports growth, decline in manufacturing output and moderation in private consumption.

“We forecast GDP growth to slow to 1.2% in 2017, from an estimated 1.4% in 2016. This compares with the consensus GDP growth estimate of 1.5% for 2017. We believe easing of immigration policies and property cooling measures could provide some relief, but both seem unlikely in the near term,” says RHB.

For sustained earnings growth outlook, RHB likes Dairy Farm for its recent efforts to improve operating efficiencies and enhance margins, City Developments for its asset monetisation ability, nimble capital management and continuing acquisition potential and ComfortDelgro for its well diversified business despite rising competition from ride-hailing apps, as well for its gradually increasing dividend payout.

RHB also expects more downgrades to index earnings. The STI’s earnings experienced a contraction in 2016. And although the consensus 2017 index EPS estimate has declined by 15% during 2016, consensus is still forecasting EPS growth of 5% in 2017,

“We believe may be difficult to achieve, if our more bearish view on the macroeconomic drivers holds true,” says RHB. “We estimate 2017 EPS growth at 3.5%, which may also be at risk if there is a sharp deterioration in the economic outlook from current projections.”

REITs is another investing theme and RHB likes CapitaLand Commercial Trust for its resilient office sector portfolio that can weather the near-term sector headwinds. The other favoured counter is Manulife US REIT as it is a proxy to the rebounding US economy and strengthening USD.

For quality small-caps, RHB suggests investors go for Spackman Entertainment and Singapore Medical Group for their strong and almost certain earnings growth potential.

Lastly, Keppel Corp could emerge as a play on recovery in oil prices while Raffles Medical could show strong earnings growth, aided by higher contribution from Holland V and completion of its hospital extension.

RHB expects the benchmark Straits Times Index to end 2017 at 3,010 which offers 4.5% return.

“Amidst the lack of strong re-rating catalysts, we value the FSSTI based on forward P/E of 14x, which is in line with the historical average P/E of 13.9x and also where the index is trading right now,” says RHB.

Including a 3.9% dividend yield for the market, RHB forecast implies a total shareholder return of 8.4% in 2017.

 

[[M]aiev]

if can cross back to $2, i sure happy till teeth drop riao

Upcoming CNY sure mani people one

 

[lewissac]

Seems CMT started turbo liao, can stop DCA-ing. Now focus back to DCA STI-ETF

 

[SeVenn]

Singpost power of amdk?

 

[MasterLeong]

Singpost power of amdk?

2017 likely to take big write off on lousy past acquisitions