*Official* SGXcafe Thread

[Layers]

Day Change = +213.02 (+0.67%)
P&L = +1,676.14 (+5.49%)
P&L + Dividends = +2,270.78 (+7.44%)
P&L + Dividends + Closed = +3,016.7 (+9.88%)

Reits huat. But got mix feeling as reits huat but I am holding so doesn't mean a thing if I dun sell lol

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[thevaluefund]

Rule No 3: If u buy what everyone buys, how to huat ?

SG Reinsurance? Their revenue has been dropping. Net profit dropping too. Payout ratio rise to 75% while dividends has been dropping?

Any reason why you think there is potential? Turnaround?

Dalton Investment LLC recently vested though.

 

[Gnoixed]

Day Change = (+0.52%)
P&L = (+0.86%)
P&L + Dividends = (+1.21%)
P&L + Dividends + Closed = (+1.82%)

 

[TheIntelligentInvestor]

Updated with SG Reinsurance.

Total in SGD
Cost = 773,981.64, Current Value = 933,260.481, Cash Holdings = 0.0
Day Change = +8,072.539 (+0.87%)
P&L = +159,278.84 (+20.58%)
P&L + Dividends = +337,128.52 (+43.56%)
P&L + Dividends + Closed = +496,918.04 (+64.20%)

Nice! I also added a insurance company UOI.

 

[Average]

Day Change = +0.45%
P&L = +2.46%
P&L + Dividends = +3.17%
P&L + Dividends + Closed = +4.06% (CXG, 1st time in my life see 4%, sobz)

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[Gnoixed]

Day Change = (-0.69%)
P&L = (+0.16%)
P&L + Dividends = (+0.51%)
P&L + Dividends + Closed = (+1.13%)

 

[match89]

thanks to M1, finally some significant day change

SGD
Cost = 190,652.089, Current Value = 181,898
Day Change = +1,959 (+1.09%)
P&L = -8,754.09 (-4.59%)
P&L + Dividends = -7,025.32 (-3.68%)
P&L + Dividends + Closed = +11,357.99 (+5.96%)

 

[Layers]

Day Change = +0.45%
P&L = +2.46%
P&L + Dividends = +3.17%
P&L + Dividends + Closed = +4.06% (CXG, 1st time in my life see 4%, sobz)

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wa shiok wat happened?

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[Average]

wa shiok wat happened?

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nth... just rising tide lifts all boats... i did not beat sti etf yet

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[Layers]

Not so ez..losing to etf this yr

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[Gnoixed]

Day Change = (-0.13%)
P&L = (-0.14%)
P&L + Dividends = (+0.19%)
P&L + Dividends + Closed = (+0.78%)

Added M1.

 

[zzxiaoboizz]

Day Change = (-0.13%)
P&L = (-0.14%)
P&L + Dividends = (+0.19%)
P&L + Dividends + Closed = (+0.78%)

Added M1.

speculative position? or with the long term in mind?

 

[Gnoixed]

speculative position? or with the long term in mind?

Small position to hold for long term, at the same time to add diversification to portfolio.
Dividends on the way too!

If really privatized then its a bonus.

 

[zzxiaoboizz]

Small position to hold for long term, at the same time to add diversification to portfolio.
Dividends on the way too!

If really privatized then its a bonus.

Ahh ic, just the thought that the earnings and div cut dun seem to yield the risk it takes at 2.2x

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[Gnoixed]

Ahh ic, just the thought that the earnings and div cut dun seem to yield the risk it takes at 2.2x

You made a valid point there. The drop in earnings and div may be short-lived until the 4th telco starts winning market share (Which they target to be around 5-6%). How much will it impact the current 3 telco is speculative at this stage but most analyst have seem to have provided their opinion on their TP. It could also be an effort for them to collect them at the lows. I can only hope that i'm right.

 

[Gnoixed]

Day Change = (+0.44%)
P&L = (+0.30%)
P&L + Dividends = (+0.63%)
P&L + Dividends + Closed = (+1.22%)

 

[thevaluefund]

Bad day.

Total in SGD
Cost = 772,947.55, Current Value = 929,489.334, Cash Holdings = 0.0
Day Change = -6,950.408 (-0.74%)
P&L = +156,541.78 (+20.25%)
P&L + Dividends = +334,265.93 (+43.25%)
P&L + Dividends + Closed = +493,910.11 (+63.90%)

 

[zzxiaoboizz]

You made a valid point there. The drop in earnings and div may be short-lived until the 4th telco starts winning market share (Which they target to be around 5-6%). How much will it impact the current 3 telco is speculative at this stage but most analyst have seem to have provided their opinion on their TP. It could also be an effort for them to collect them at the lows. I can only hope that i'm right.

This Fy results has been really bad for all telcos irregardless of whether any telco is joining in, which has put a decent level of fear when i see telcos. Not to mention interest rate normalisation will affect finance cost as well

 

[zzxiaoboizz]

Day Change = (+0.88%)
P&L = (+6.67%)
P&L + Dividends = (+13.04%)
P&L + Dividends + Closed = (+20.04%)

Added even more K1 Ventures, the risk to reward ratios just makes it too attractive

 

[Average]

Day Change = (+0.09%)

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