Suntzu
10-01
$Straits Times Index(STI.SI)$  This is the big Tsunami that I've been waiting for 4 years. Chinese govt has unleashed titanic monetary and fiscal measures to boost the Chinese economy and stock market. 


For Singapore listed China stocks I recommend Yanlord and Sinarmas Land.


Yanlord develops mid to high end residential property in mostly 1st and 2nd tier cities in China. Their most valuable landbank is in the exciting Pearl River Delta zone. This zone will likely become China's equivalent of Silicon Valley in America. So as some of China's best companies in this region prosper, their employees and related spinoff companies will do very well and property prices there will likely rise over the coming years. Yanlord has been prudent over the years and doesn't have too much debt. Even at current pricing of S$0.6x it trades at less than 0.3x Price to Book value. 

Sinarmas Land will also benefit from growing Chinese prosperity. As middle class Chinese grow older and wealthier, many will want to escape the winter cold. Indonesia is a very attractive warm sunny destination with beautiful people and a vibrant culture. I predict many Chinese may be attracted to buy a holiday home in Indonesia. Sinarmas Land is the largest property developer in Indonesia with proven experience in developing vibrant and thriving townships. In time to come they will attract more and more Chinese buyers. 

Which SG Company Would Benefit From China Surge?
Benefiting from the Chinese central bank's policy stimulus, Chinese stocks have risen for three consecutive days. Tigers have shared Singapore-listed companies that are benefiting from the recovery of the Chinese market. Do you see this as a good opportunity? Do you have any recommendations for high-dividend stocks?
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