MilkTeaBro

A retail investor with more than 20 years investment experience

    • MilkTeaBroMilkTeaBro
      ·03-18

      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
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      Neighbourhood Chained Coffee Shop
    • MilkTeaBroMilkTeaBro
      ·03-16
      $KepPacOakReitUSD(CMOU.SI)$ as insider reduced his position at such low price, it is reasonable to wait until price is stable, no rush to buy it. 
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    • MilkTeaBroMilkTeaBro
      ·03-15
      $CSE Global(544.SI)$ 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.
      5751
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    • MilkTeaBroMilkTeaBro
      ·02-29
      I am the employee of Feb.
      1711
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    • MilkTeaBroMilkTeaBro
      ·02-29

      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
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      Feb 2024 update
    • MilkTeaBroMilkTeaBro
      ·02-29

      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. $CHINA AVIATION OIL(S) CORP LTD(G92.SI)$  
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      A late recovery
     
     
     
     

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