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Thursday, December 29, 2016

Top 5 stocks at bargain prices

Sabana Reit - 18% dividend yield based on last year payout

Asian Pay TV - 21% dividend yield based on last year payout

Cache Logistics- 11% dividend yield based on last year payout

Wee Hur Holdings - 12% dividend yield based on last year payout

M1 - 9% dividend yield based on last year payout



Saturday, November 12, 2016

Cache Logistics - Yield Play



Technicals

Based on the 10 year chart, Cache logistics is trading at a 10 year low with a dividend yield of 8-11%. 


About Cache

Cache's portfolio comprises 19 high quality logistics warehouse properties strategically located in established logistics clusters in Singapore, Australia and China. The portfolio has a total gross floor area of approximately 7.5 million square feet valued at approximately S$1.3 billion as at 30 September 2016.


Friday, July 8, 2016

2 Oil stocks in particular to watch

The price of oil had recovered and this can bring in more work for oil companies. Keppel Offshore and Marine just announced a $120 million contract being renewed by existing customer.

  • Falcon Energy (recent share buybacks done by company)
  • Vallianz (strong results not reflected in share price)

Thursday, March 17, 2016

Hong Fok, secretly moving

Hong Fok's a very quiet stock that no investor will notice. It is a property company and owns The Concourse as its biggest assets. Its net asset value stood at $2.36 while it is currently trading at $0.79.

Directors in the company is actively buying back Hong Fok shares and recently, it announced plans to issue 1 bonus share for every 10 shares owned.

Thursday, January 21, 2016

M1, how low can it get?

Singapore telco M1 share price is plunging downwards. At $2.28, it is at 5 years low with dividend yield of 6.5%. Shareholders who buy M1 before 12 Apr 16 will be entitled to the payout of $0.083 per share.

5 Largest shareholding of M1
  • Axiata 28.31%
  • Keppel Corp 19.09%
  • SPH 13.28%
  • Colonial First State Asset Management (Australia) Limited 2.95%
  • Macquarie Investment Management Limited 0.75%
Although there are talks of a 4th telco coming in, M1 had been in the telco business for a long time, and these telco assets were built up and maintained over the years.

M1 latest FY2015 showed a 1.5% growth, and despite that share price had been dropping continuously. 

M1 CEO Karen Kooi mentioned that with Netflix entering the Singapore market would provide a level playing field in the tv business. 
Although Singtel signed a strategic partnership with Netflix, it is still likely that M1 could be in talks with them to do some tie-up as well.


M1 does not own tv assets at the moment as compared to starhub and Singtel and if they are able to do tie up with Netflix, costs incurred would likely be lower than singtel and starhub.

Friday, January 8, 2016

Singhaiyi Group, moulding of a new gem

Singhaiyi group involve in property investments and developments in Singapore and United States. It also hold properties in Malaysia.

One of the key reason why i think it is a gem is because of the strong management team on the board. More info can be viewed here

Neil Bush is the non-executive chairman of the group. Mr. Bush is the third of five children of the 41st United States President, Mr. George H.W. Bush.

Singhaiyi's net asset value stood at 16 cents while it is only trading at 10 cents. Since Dec 15, Gordon Tang who is non-executive director, together with his spouse, Celine Tang, who is the group's managing director started buying back shares from the market.

SingHaiyi is known for its investments in undervalued assets in the US. The group bought three US properties at steep discounts to their market values over the past two years, some as large as a 77 per cent discount to net book value, with a view to enhance their values via redevelopment. Two of the assets are in the San Francisco Bay Area.

SingHaiyi also has strong backing from a sponsor, American Pacific International Capital (APIC), which has over 13 years of experience in the US.