*Official* SGXcafe Thread

[StockBot]

https://www.sgxcafe.com/user/profile?username=thevaluefund

respect~~~~~~~~~

 

[OngHuatHuat]

Actually, I have been here a long time, among the longest hwz forum users. However, for investment purposes, I started new nick to match my fund name.

I really admire you manage to made the decision to keep First REIT.
I had this baby once, but decided to let it go after it hit my target, din realize it gave so good return to you over the years!

Congrats.

 

[lbs]

https://www.sgxcafe.com/user/profile?username=thevaluefund

respect~~~~~~~~~

your xirr% is higher

 

[Fish_I_Am]

SGX cafe android app just launched! Sarpork

 

[emanon86]

Ya, just saw the email notification also. Going to download later

 

[TheIntelligentInvestor]

Start is 2004. This is year 12. Missed my year 10 target of 1m.

Plan was derailed by SARS, GFC and oil price crash. sigh.

Nice portfolio, respect! I think you will get to 1M when STI hits 3k or earlier.

 

[StockBot]

https://www.sgxcafe.com/article/view/53/sgxcafe andriod app now available!

 

[xersion]

Portfolio

Beta = 0.74, VaR = 11.09%
Expected Shortfall = 23.25%

SGD
Cost = 16,767.17, Current Value = 15,573.118
Day Change = +41.8 (+0.25%)
P&L = -1,194.05 (-7.12%)
P&L + Dividends = -1,081.35 (-6.45%)
P&L + Dividends + Closed = +1,263.38 (+7.53%)

Sent from OPPO X9079 using GAGT

 

[StockBot]

Portfolio

Beta = 0.90, VaR = 8.90%
Expected Shortfall = 12.99%

SGD
Cost = 294,332.942, Current Value = 294,768.2
Day Change = +455.61 (+0.15%)
P&L = +435.26 (+0.15%)
P&L + Dividends = +8,987.61 (+3.05%)
P&L + Dividends + Closed = +73,715.14 (+25.04%)


portfolio struggling to stay in green, if STI breaks below 2800 my portfolio sure red red...
current 93% vested and 7% in cash

 

[zzxiaoboizz]

Beta = 0.63, VaR = 10.16%
Expected Shortfall = 19.98%

SGD
Cost = xxxxx, Current Value = xxxxx
Day Change = (+0.94%)
P&L = (-1.85%)
P&L + Dividends = (+4.83%)
P&L + Dividends + Closed = ++4.83%
Saved by keppel

Sent from Samsung SM-N910G using GAGT

 

[StockBot]

now is durian season, waiting for all the durian drop liao and then pick up to reload warchest.... once warchest gao gao will hoot more if STI falls to 2700


durian = dividends

 

[akwl88]

Day Change = -10 (-0.03%)

Dbs why u no up?

 

[StockBot]

Day Change = -10 (-0.03%)

Dbs why u no up?

Wait for mon results ba

 

[Jumpman23]

Day Change +252 (+0.19%)

 

[starfish.starfish]

Start is 2004. This is year 12. Missed my year 10 target of 1m.

Plan was derailed by SARS, GFC and oil price crash. sigh.

15-17 stocks seemed to be most optimal for me. Is this the range of number of stocks you held through the years? Any plans to add more or reduce some?

 

[starfish.starfish]

I really admire you manage to made the decision to keep First REIT.
I had this baby once, but decided to let it go after it hit my target, din realize it gave so good return to you over the years!

Congrats.

I used to have first REIT too but sold away

 

[OngHuatHuat]

Used to be very cheap but now has became one of the most expensive.

I used to have first REIT too but sold away

 

[StockBot]

15-17 stocks seemed to be most optimal for me. Is this the range of number of stocks you held through the years? Any plans to add more or reduce some?

btw u ever considered averaging down your KC and SCI?

 

[StockBot]

that time who was the one who bought UOL ah? say cheap and half price to nav?




UOL’s 2Q earnings down 55% to $68.8 mil on fair value losses
By PC Lee / theedgemarkets.com.sg | August 4, 2016 : 6:47 PM MYT
Printer-friendly versionSend by emailPDF version
Translated by Google Translator:
Select Language*▼
SINGAPORE (Aug 4): UOL property group posted a 55% fall in 2Q16 earnings to $68.8 million from a year ago, due mainly to fair value losses on investment properties.

During the quarter, attributable fair value losses and other losses totalled $21.5 million compared to a gain of $53.8 million in the same quarter a year ago (2Q15).

Group revenue in 2Q16 rose 6% to $363.6 million from a year ago, due mainly to higher progressive revenue recognition from on-going projects such as Riverbank@Fernvale, Seventy Saint Patrick’s, Botanique at Bartley as well as Principal Garden, which was launched in October 2015. Property development revenue was up 14% to $185.5 million.

The group’s hotel business also improved due to higher revenue contributions mainly from Pan Pacific Tianjin and PARKROYAL Yangon. Hotel revenue rose 3% to $101.1 million. Revenue from property investments inched up to $55.1 million from $54.9 million.

Share of profit from associated companies rose 11% to $33 million due mainly to contribution from United Industrial Corporation, which chalked up higher profit from its development properties.

For the first six months ended 30 June 2016, group revenue rose 19% to $693.7 million. Earnings declined 36% to $145.9 million with lower attributable fair value and other losses.

Net tangible asset per ordinary share declined to $9.77 as at end June from $9.89 as at end December 2015.

UOL expects office rentals to be under pressure from a large supply in the second half of the year. It also sees retail rents being buffeted by weak retail sales and increased competition.

Shares of UOL closed 0.2% lower at $5.84.

 

[lbs]

that time who was the one who bought UOL ah? say cheap and half price to nav?




UOL’s 2Q earnings down 55% to $68.8 mil on fair value losses
By PC Lee / theedgemarkets.com.sg | August 4, 2016 : 6:47 PM MYT
Printer-friendly versionSend by emailPDF version
Translated by Google Translator:
Select Language*▼
SINGAPORE (Aug 4): UOL property group posted a 55% fall in 2Q16 earnings to $68.8 million from a year ago, due mainly to fair value losses on investment properties.

During the quarter, attributable fair value losses and other losses totalled $21.5 million compared to a gain of $53.8 million in the same quarter a year ago (2Q15).

Group revenue in 2Q16 rose 6% to $363.6 million from a year ago, due mainly to higher progressive revenue recognition from on-going projects such as Riverbank@Fernvale, Seventy Saint Patrick’s, Botanique at Bartley as well as Principal Garden, which was launched in October 2015. Property development revenue was up 14% to $185.5 million.

The group’s hotel business also improved due to higher revenue contributions mainly from Pan Pacific Tianjin and PARKROYAL Yangon. Hotel revenue rose 3% to $101.1 million. Revenue from property investments inched up to $55.1 million from $54.9 million.

Share of profit from associated companies rose 11% to $33 million due mainly to contribution from United Industrial Corporation, which chalked up higher profit from its development properties.

For the first six months ended 30 June 2016, group revenue rose 19% to $693.7 million. Earnings declined 36% to $145.9 million with lower attributable fair value and other losses.

Net tangible asset per ordinary share declined to $9.77 as at end June from $9.89 as at end December 2015.

UOL expects office rentals to be under pressure from a large supply in the second half of the year. It also sees retail rents being buffeted by weak retail sales and increased competition.

Shares of UOL closed 0.2% lower at $5.84.

i guess i am one of them, but i probably won't sell.