Monday, April 29, 2019

SGX Portfolio Update Apr 19

$ Union Gas - Minimal movement, dividend policy change, will use 50% of it profit to pay for dividend, should be good to keep for now

Hyflux - Still suspended, expect to become zero value at the end of the day

NikkoAM-STC Asia REIT - green and stable, good dividend, good investment

EC World REIT - green and stable, good dividend, risk on re-financing in 2019 and lease renew in 2020, consider dis-invest by end of the year

Singtel - price move up to 3.1x, will consider dis-invest if hit my initial investment price

SIA - maintained at 9.xx level, price not moving up even Jewel is open

OCBC - break $12, 3 major banks are looking good currently

UMS - Moving up to 0.74, green now

CapitaLand - Green at 3.58, XD this month, happy to keep for now

Wilmar Int - Current price 3.65, green now, never expect it to move up since so many bad news about palm oil

Genting Singapore - Newly vested this month, take the opportunity of price below $1, hopefully will benefit from the recent expansion plan of Sentosa

Current portfolio at plus 2-3%, expect to drop cause 4 counters will be having ex-date May-19.

Note to self: no buying this month, keep some cash for the rainy days

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