Friday, January 31, 2020

SGX Portfolio Update Jan-20

$ Union Gas - Status quo, keep for dividend

Hyflux - To write-off 100% by end of this year

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

SIA - Drop to all time low 8.xx level, will consider average down, now keep for long term dividend

OCBC - Drop to 10.8x, plan to roll with dividend

CapitaLand - Now 3.6x, green position

Genting Singapore - Now 0.86, was recover to 0.9x during mid of the month, but Wuhan virus outbreak pressed it down, keep calm and TP remained 1.20

Frasers L&T - Merger with Frasers Commercial Trust, will wait for the dust to settle, currently breakeven

DBS Bank - 25.xx level, green, best purchase so far

ComfortDelGro - Newly added, price seems low for me to enter

Watchlist - None

The Wuhan virus outbreak has a negative impact to the market, I will stay at the side line and add if any of the counter in my holding drop near to their 52 weeks low price.

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