*Official* SGXcafe Thread

TheIntelligentInvestor

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Day Change = -3,146.37 (-0.44%)
P&L = +22,563.94 (+3.29%)
P&L + Dividends = +63,417.68 (+9.24%)

Divested HKLand. Metro is now my top holding equity.
 

lbs

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TII:

what prompted you to divest hkland?
i do not know how to value stocks that are dual-listed....hence did not invest in this stock.
 

TheIntelligentInvestor

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TII:

what prompted you to divest hkland?
i do not know how to value stocks that are dual-listed....hence did not invest in this stock.

lbs - HKLand was very close to my valuation price of US6.8 so i decided to move the fund to other opportunities. Quite a decent gain of 17% over 5 months holding.

Well, to keep things simple, i would value this as any other SG property companies, i.e. cal of fair value from the balance sheet, discounted earnings & cash flow to present value etc. HKL book is US12 but to be conservative due to valuation risk, I assumed a bigger discount to the long term assets to determine the fair value.
 

Average

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Day Change = (+1.06%)

Wow my overall, include realized loss, green again...

jsk man today's STI... can tank the drop in M1
 

Gnoixed

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Day Change = (+1.01%)
P&L = (+1.74%)
P&L + Dividends = (+1.84%)
P&L + Dividends + Closed = (+4.10%)
 
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