*Official* MasterLeong Thread

[lewissac]

Singapore property holding?

SPH REIT (SK6U) , I think
Seems good yield.

 

[smartmax]

ML currently vested in SH 2.5 lot @3.37
sitting at around 1k paper loss.
any advise to average down ?

 

[onlybuyneversell]

SGX stockfacts is awesome.

 

[lbs]

Can the same be applied to sph as well? Ever since they sell away their properties to sph reits, sph dpu has been dropping with its revenue.

without seriously researching about sph, it seems like its revenue in advertising revenue off its media, and media circulation is plunging seriously in the last two years. Not exactly a balance sheet issue... more like a management issue.

I like how keppel is quickly turning its business around... this is a sign of good management. usually capable management are grown internally rather than hired externally. For SPH, probably they can't turn the sails around quickly enough.

for me singpost has been acquiring and, academically, businesses that are termed "serial acquirers" usually come to no good end...

 

[onlybuyneversell]

Even uncle168 say singpost is no good wor. Must be no good liao.

postage stamp is monopoly for singpost

parcel courier is perfect competition as got many many players

i think singpost is losing money in its parcel courier business

its like the food deiveroo and grab all bleeding to death to get market share

singpost sold its golden goose GD Express

GD is a money spinner

then used the money to anyhow buy ecommerce companies that keep losing money

keekeekee

 

[MasterLeong]

SPH REIT (SK6U) , I think
Seems good yield.

its trading around 1 time book value, a decent reit for sure
mid cap also

yield near 6% which is decent


only downside is I think they have like 2-3 property only... so less diverfisifed

but their gearing is pretty low

 

[MasterLeong]

ML currently vested in SH 2.5 lot @3.37
sitting at around 1k paper loss.
any advise to average down ?

if SH already 20% of portfolio or more.. just leave it there slowly collect dividends and heal... no choice

if 10% or less like that... ok to bring to 15%

 

[Genosis]

Mine is +1,151 (+1.22%)

Singpost/CMT/FLT all rally from paper loss to paper gain

Brilliant!

What a great way to start 2017!!!


Day Change = +$2,005 (+0.58%)

Current Portfolio Value = $347,595

 

[smartmax]

Holding 4 stocks about 25% each the 3 others are
M1
CMT
CDG

if SH already 20% of portfolio or more.. just leave it there slowly collect dividends and heal... no choice

if 10% or less like that... ok to bring to 15%

 

[MasterLeong]

Holding 4 stocks about 25% each the 3 others are
M1
CMT
CDG

then just hold and leave it there ba

I think your 4 stocks as whole are solid, dun worry

stay calm and collect dividends ^_^

 

[akwl88]

What will the first trading day of 2017 bring for us mkt?

 

[lewissac]

Who's Had the Worst Year? How Asian Leaders Fared in 2016

https://www.bloomberg.com/news/arti...organic&utm_source=facebook&utm_medium=social

Wheres Singapore?

 

[smartmax]

苦中做乐 , seem like not many choices bought a falling knife
dedicated my virgin post to this thread

then just hold and leave it there ba

I think your 4 stocks as whole are solid, dun worry

stay calm and collect dividends ^_^

 

[Genosis]

What will the first trading day of 2017 bring for us mkt?

Green green at the moment.....

 

[pigpigoink]

haha +0.59% but = 256$ nia...

Sent from Redmi 2 Enhanced using GAGT

 

[akwl88]

Green green at the moment.....

Wow ish very healthy de green

May hit 20k anytime sia

 

[V_for_Vanilla]

without seriously researching about sph, it seems like its revenue in advertising revenue off its media, and media circulation is plunging seriously in the last two years. Not exactly a balance sheet issue... more like a management issue.

I like how keppel is quickly turning its business around... this is a sign of good management. usually capable management are grown internally rather than hired externally. For SPH, probably they can't turn the sails around quickly enough.

for me singpost has been acquiring and, academically, businesses that are termed "serial acquirers" usually come to no good end...

There is a certain complacency about SPH. Furthermore it is a monopoly. Management appears clueless.

 

[yihao93]

Brilliant!

What a great way to start 2017!!!


Day Change = +$2,005 (+0.58%)

Current Portfolio Value = $347,595

Day Change =0.64%
Oh yessss

But absolute number is Low cause Low cap

 

[lewissac]

Curious, is it fine to split and dump part of my Emergency funds into SSB? Since i look at their TnC, and basically I can withdraw anytime.

 

[Pesantkie]

Curious, is it fine to split and dump part of my Emergency funds into SSB? Since i look at their TnC, and basically I can withdraw anytime.

you dont mind not earning the high interests if withdraw anytime?

if possible you can create fastsaver ah. cause atm not a lot, your funds will accumulate and not get depleted

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