MilkTeaBro
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Tiger Certification: A retail investor with more than 20 years investment experience
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Neighbourhood Chained Coffee Shop

I casually chatted with my wife this morning. She is a accountant working from home. She complained that her boss's wife. The boss's wife should be a house wife, opened the restaurant and shutdown. It was not first time, two- three time already. Everytime need company to fill in the hole. I said that invest in $Kimly(1D0.SI)$  is better in her case. I added it in my watchlist before, but it's price went up, then I removed it from watchlist. Then I checked the Kimly today, it was at 52 weeks low, and dividend yield 5.4%. Then I just bought it a hand in the morning. Kimly focused on neighbourhood coffee shop. My community had one, it stayed side by side with Sheng Siong supermarket. The HDB flat first floor coffee shop is hard to loose money
Neighbourhood Chained Coffee Shop
$KepPacOakReitUSD(CMOU.SI)$ as insider reduced his position at such low price, it is reasonable to wait until price is stable, no rush to buy it. 
$CSE Global(544.SI)$ 0.4SGD new share, new money pump in company working capital, compare with market interest rates, it is better than borrowing money from bank.  I agreed with it, fare deal. But market stock price will drop in short term, aim to 0.4, it is natural response.
I am the employee of Feb.

Feb 2024 update

Feb 2024 was not bad for me, I got 2.7% paper gain. Chinese stocks seemed bottom out. I hold Tracker of HK, HST ETF and Emerging Market ETF VWO. And Feb is the earning report season. Most of my dividend stocks announced expected dividend amount, except SIIC Environment. I secured 8k dividend by today. Estimated dividend income was 18k in 2024. To further diversify my dividend portfolio, I opened new position on P9D, Civmec, G13 Genting Singapore, 544 CSE Global and VC2 Olam Group. Civmec is up trending engineering construction company for Australia mining and offshore. Genting Singapore played kitchen-sinking strategy at Q4 2024 result. CSE global was stable dividend payment company in software and IT service industry. Olam Group profits seemed bottom out, current dividend yield was abou
Feb 2024 update

A late recovery

China aviation oil profits have been beat down by Covid-19 since year 2020. It is first financial report to get significant improvement, earning per share increased 75%. Dividend also were 3 times than previous year, 0.0505 SGD. It provided 0.045SGD dividend before Covid-19. I opened this position long time ago, and long time paper loss, but I do confirm it will shine again. Patience bears the fruits. $CHINA AVIATION OIL(S) CORP LTD(G92.SI)$  
A late recovery

lesson learned from SIIC

SIIC Environment $SIIC Environment(BHK.SI)$ $SIICENVIRONMENT(00807)$ went to tragedy today, the Q4 earnings per share dropped 90%. It is a wastewater treatment company, public utility sector. It should be a profit stable company, but... One of the reasons is the increased financial costs due to USD and HKD debt high interest rates. The press release document didn’t give a clear explanation and outlook. I can’t image next year financial report. I can’t accept the company management’s explanation. So I sold it out all on the first trading day after the financial report release. I held it 900 days roughly 30K market value, in the end only got 4K dividend profits, zero capital gain. The lesson learned
lesson learned from SIIC

China Stock Market by The Fifth Person

I watch a YouTube video from The Fifth Person, China Stock Market: Year of The Dragon or Dead Cat Bounce? The Fifth Person are local Singaporeans company who service and advice retail investors. It is interesting to see the opinions from Singaporean on China stock market. The Video is around 30 minutes. Let me summary the main ideas for you. 1. China/ HK stocks are cheap now. HSI and PE are at negative 2 standard deviation. 2. It is a psychology game. No matter how China stocks are cheap, how the company are great, they are trash, they are proven can’t earn money. People have no interest in investing in them. But the sentiment can change anytime, anything can happen in the market. we don’t know when it will U turn. 3. Foreign funds don’t mind investing in China or US, they simply chase mo
China Stock Market by The Fifth Person

Wilmar FY2023 annual result

Wilmar released the 2023 FY results. Overall it satisfied me well. Revenue decreased 9% Earning per share dropped 37% Cash flow increase 5 times. Dividend remained same. Results seem Wilmar worst time has gone. Wilmar price dropped in last two years. Wilmar is a global leader in agricultural products, oil, rice sugar, floor.... She penetrates deeply in China and India markets. Agriculture products profits margin up and down is the business nature. Wilmar purchased the company shares in 2022. COE personal pocket purchased the shared in 2023. And today Wilmar remains the dividend level. All these actions, Wilmar strived to support market price. The management team showed care of investors. I hold Wilmar and swing trading very long. It's good entry time now for dividend income strategy inves
Wilmar FY2023 annual result
Singaporeans were spoiled. No any government did better than Singapore. Government finance is sustainable and continues support local people.
Singaporeans Say Budget Fails to Ease Living Costs, Survey Finds

Keppel Pacific Oak US REIT suspend dividend

I trust the sponsor Keppel. Suspend the dividend for two years are good for long term benefits. I don't like borrow money from bank. I don't have house loan and I have a 4-room HDB flat. I don’t hold Keppel Pacific Oak US REIT before. I would like to buy 1-2K USD only  when its’ price is stable. The Reit property income was ok. The problem is property net value keep dropping like falling knife. DBS just update Keppel Pacific Oak US REIT TP at 0.1 USD. $KepPacOakReitUSD(CMOU.SI)$
Keppel Pacific Oak US REIT suspend dividend
meet true love

Chinese stocks start bull market

 I hope that Chinese stocks start a  bull market today.  $LION OCBC HSTECH ETF S$(HST.SI)$ risen 7%, $TRACKER FUND OF HONG KONG(02800)$ also went up 4%. $HUATAI-PINEBRIDGE CSI 300 INDEX TRADING SECURITIES INVESTMENT FUND(510300)$ up 3% I have bought 02800 16 times since 2022, each time 1000 shares. And I haven't sold out it single shares. Those solid blue chips company, low P/E and high dividend yield. I have confidence on them. There's another 3 working days before Chinese New year. I wished all retail investors have a pleasant holiday. Everyone have enough cash for family reunion dinner and 🧧 !
Chinese stocks start bull market
$Tiger Brokers(TIGR)$ financial advisor basically are selling products for commissioning income. I prefer to listen individual investors. I surf Singapore local investment website/ blog because I focus on Singapore stocks for dividend income.

3% paper loss in January 2024

I got 3% paper loss in January 2024. It was ok, but felt very bad.  The Chinese stock market was so disappointing. The government introduced intensive measures to rescue the market, which resulted in a stock market crash. The key is that A-share and Hong Kong stocks have been falling for several years, and the valuation and dividends are attractive. There is nothing to say.   Just wait for dividends to be announced in February annual report season. My portfolio consists of dividend stocks. The market value fluctuates which is not a matter, and the cash flow generated by the dividend is king in my case. $Daiwa Hse Log Tr(DHLU.SI)$   $CHINA EVERBRIGHT WATER LIMITED(U9E.SI)$   <
3% paper loss in January 2024

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