MHh
10-30
Both dividend yield and growth potential are important. Having the growth potential would allow the dividend to increase with time. So, in the longer run, I prefer growth though if I intend to only keep it for less than 3 years, I would choose dividend yield.


CICT is still relatively cheap even with the rise of more than 30%. I believe that there is still more room to rise given its strong portfolio with good occupancy and WALE.


However, I would pick MLT as its resilient logistic network will position it well to be a key player in the supply chain. Its performance is drawn down mainly due to forex risks but I do not anticipate this risk to increase much further and I believe the managers will take the appropriate measures to manage this known risk.


@LuckyPiggie @HelenJanet @Universe宇宙 @SPOT_ON @Kaixiang @Wayneqq @DiAngel @SR050321 @Success88 @Fenger1188 come join
SG Earnings Season: Share Your 1-Sentence Insight!
Several major companies are reporting earnings this week — which SG company are you keeping an eye on? Join the SG earnings season company reporting event and earn 10 Tiger Coins! Each different company you comment on earns 10 Tiger Coins. Share a one-sentence comment with your view on the company’s earnings, for example: “ $UOB(U11.SI)$ net profit plunged due to early provisions — a 3% drop in one day feels like a buying opportunity?” “ $SingPost(S08.SI)$’s core business profit continues to decline, with year-to-date performance at -7% — still waiting and watching.”
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Megan Barnard
    11-01
    Megan Barnard
    CICT’s 30% rise + strong occupancy? More upside left, for sure!
    • MHh
      [Miser][Miser][Miser]
  • Wade Shaw
    11-01
    Wade Shaw
    MLT’s forex hit + resilient logistics? Undervalued gem, great call!
    • MHh
      Waiting for a strong rebound!
  • jazzyco
    10-31
    jazzyco
    Great insights on dividend vs growth! [WOW]
    • MHh
      Thank you![Smile]
Leave a comment
6
84