木吉蒂
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$SINGAPORE PRESS HLDGS LTD(T39.SI)$https://links.sgx.com/1.0.0/corporate-announcements/AYO9VPTD5YJANBTE/2d18acb8678a6fc7fe3b60ffebbff571ce07ffd2a734b5736d39f100d31b3524
$SINGAPORE PRESS HLDGS LTD(T39.SI)$OBSERVATIONS •SPH becomes a mostly Property co after removing Media biz •Besides their stake in SPHREIT, they have assets in Nursing Homes, Student Hostels in UK & M1 stake • For a quick projection using SPHREIT DPU trend as reference,Assuming SPH 2H Div also increase to 3ct (Total 3+3ct),Yield = 4% @ $1.50 (Current Yield 2.67% @ Div = 1+3 ct)NAV (after removing Media biz) = $2.08 ie ~25% discountCOMMENTS • Yield is NOT attractive vs REITs • Good discount to NAV but likely the norm for Property Co
Using '% off year hi' is a risky selection criteria. Using the PE as a first screening criteria may be a better approach, followed by more detailed research
The 24 Most-Hated Stocks in the S&P 500, and Why You Should Love Them
BRK bought (1) & (2), already put in my watchlist
Top 10 Undervalued Income Stocks For 2021 - Value Beats Growth
In 5 years, meaning ~+10% a year. Quite realistic, given their continued growth coming from Cloud biz
New Microsoft bull sees 50% upside for 'most important software company'
China shows the way on what to expect when the western countries get their pandemic under control
China May PPI +9.0% y/y, CPI up 1.3%
Good riddance to Trump!
The real story of the Trump-Facebook saga
UPDATE 1-Japanese PM, Pfizer CEO discuss delivery of additional vaccine doses in 2021 to Japan
Quickly take profit 1st
Prepare For 3 Things: Big Government, Huge Boondoggles, Massive Taxes
[Like]
After 2,240% Run, Tesla Visionary Leaves UK Fund Bleeding Money
Sell only when the original reasons used to justify a buy no longer meet your criteria eg Valuations, Profitability, Yield, Growth.. etc
Opinion: If you ‘sell in May,’ don’t go away
Yes, prices too high for retail investors with no access to fractional shares.
Tesla Stock Split: Will It Happen Again?
Futures turning red
U.S. Fed to let leverage exemption expire on March 31, will review rule
The yield rise could be due to fears of SLR. Treasuries were in the denominator. For a better understanding of SLR, https://www.sifma.org/resources/news/extending-the-supplemental-leverage-ratio-is-essential-to-main-street/
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Will take a long while before the dust settles. In the meantime, will be volatile
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Forcing them to look for jobs
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With China Techs under pressure (see HSTech) due to govt regulatory attention, will this IPO be positive ?
JD Logistics launches Hong Kong IPO to raise up to US$3.4 billion
The mkt will always find a reason for Greed / Fear ! Doing the reverse can be profitable.
Higher Rates Won’t Kill the Stock Market. What to Do Now.
I like the way he explained their reasons for dumping all their Airline stocks & why prices went up subsequently
Berkshire Hathaway Annual Meeting 2021: Highlights and storylines
The problem with investing directly in China is the Capital Control. Easy to put in money but hard to bring back.
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