I wrote about Sembcorp Industries and Sembcorp Marine demerging yesterday in the article below: Sembcorp Industries and Marine demerger: What you need to know and what to do In that article, I concluded that the news should be a positive one to Sembcorp Industries as the company can finally become a pure Utilities/Energy play which
Sembcorp Industries and Marine demerger The Sembcorp Group of companies finally announced that Sembcorp Industries and Sembcorp Marine will be demerged with the creation of two focused companies. There will be a proposed Sembcorp Marine Rights issue (SCM Issue) in conjunction with the demerger. I have written on both Sembcorp Marine and Sembcorp Industries several
FSMOne Singapore: Cheap but is it suitable for you? While FSMOne Singapore is one of the cheapest online brokerage platforms out there for Singapore retail investors, the FSMOne platform usage is not exactly intuitive, particularly when it comes to funding your account for regular savings plan (RSP) into ETFs, which I feel is one of
Singapore Growth Stocks In the last article, I highlighted 5 Singapore growth stocks that the street believes will see earnings growth continuing in 2020 despite the current COVID-19 health pandemic that will undoubtedly result in many more business closures in the months ahead. Out of the 5 stocks, we have 3 from the tech sector,
Singapore Growth Stocks for consideration The current COVID-19 health pandemic has pretty much “decimated” Singapore’s economy where the latest GDP growth forecast was estimated to be at -7.0% to -4.0% for 2020. We hear of many of our favorite restaurants potentially closing down for good, according to a survey done by Chope. Amid the current
Riverstone: A beneficiary of Covid-19 Riverstone has seen a strong appreciation in its share price in the past two months, appreciating from a low of S$0.68 back in March 2020 due to t the COVID-19 driven sell-off to a high of S$1.97 last week as the company’s stellar 1Q20 performance was well above the street’s
Can the portfolio sustainably achieve a 1.9% return? This is an updated post from the original article that was previously written back in Nov 2019. Since then, global interest rates have been slashed with a recent report from Bloomberg highlighting that Singapore could see negative rates creeping in soon. I also provide an update on
We all envision to retire with a steady stream of passive income. A carefully planned dividend investing strategy could be your major source of passive income. A newbie dividend investor might just “reach” for the highest yield while a seasoned dividend investor will know better than to fall for these “dividend traps”. I previously wrote
There are a variety of ways to invest your money. A popular investment methodology popularized by various investing gurus such as Joel Greenblatt, Warren Buffett, Benjamin Graham has been the concept of Value Investing. However, value investing has significantly underperformed its growth counterpart over the last decade since GFC, with this segment continues to significantly
Here is the complete list of Warren Buffett’s latest 1Q20 stock holdings, disclosed in a filing yesterday. Key stake changes Full Exit: Travelers Cos and Phillips 66 Major Reductions: Goldman Sachs Group (down 84%) Minor Reductions: JP Morgan (down 3%), DaVita (down 1.2%), Verisign (down 1.1%), General Motors (down 0.4%), Amazon (down 0.7%), Liberty SiriusXM
Stocks that consistently outperform the market tend to have a few common characteristics. In Part 1 of our article, we highlighted 4 Outperforming stocks that have consistently beaten the market over the last decade. These 4 stocks are Apple, Adobe, Clorox, and Fastenal. 8 Outperforming Stocks to buy now (Part 1) We identified that all
For the vast majority of investors looking to select individual stocks that will outperform the market, they tend to fall short. While I am not against buying individual stock counters (I do so myself), the reality is that most stock selections by retail investors fail to live up to their expectations. Everybody wants to find
SIA went ex-rights today and there was some pretty weird action in its share price which I can’t seem to understand. I have previously written this article: SIA Rights Issue: Debunking the complication behind the Math. In that article, I tried to “simplify” the seemingly complicated SIA rights issue announcement and more importantly, look to
In this ultimate guide to REITs in Singapore, I will be providing comprehensive coverage of all things REITs here in sunny Singapore, ending the article by identifying top REITs in Singapore to buy today based on three different methods. Introduction The REIT sector has been extremely volatile of late due to the COVID-19 pandemic issue
Warren Buffett announced in its 1Q20 briefing that the conglomerate, in a stunning move, has sold all its airline stakes in the current quarter, worth slightly north of US$4bn as of end-2019. This was a massive U-turn from just a couple of months back in February where Buffett stated he will not be selling any
1Q20 weak performance due to COVID-19 impact Yangzijiang (YZJ) announced its 1Q20 results on 29 April. Its 1Q20 revenue declined by 44% YoY to CNY3.5bn while earnings dropped a more hefty 51% to CNY404m. At this current run-rate, annualized earnings are expected to be at CNY1.6bn compared to the street estimate of approx CNY2.8bn prior
