My Portfolio Review: Suntec Reit Earnings Report 4Q17

On 24 Jan 2017, Suntec Reit announced that its distributable income for 4Q17 was higher than that of 4Q16 by about 5%. Its distribution per unit (DPU) for 4Q17 was also 0.3% higher than its previous year period (2.604 cents). For the entire year 2017, distributable income was about 4% higher than its previous financial …

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My Portfolio Review: Capitaland Mall Trust’s Earnings Report 4Q17

Okay, CapitaLand Mall Trust's results announcement is already past (at 24 Jan 2018) but I feel that since I am writing about the last year last quarter results of the counters that I hold, I myself better make a complete write-up about them. I know it's kind of late but I just go through them …

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My Portfolio Review: Sheng Siong’s Earnings Report 4Q17

A few days ago, on 22 Feb 2018, Sheng Siong announced a 10.9% year-on-year rise in net profit to about S$70 million for the finanical year 2017. This is largely attributed to an increase in sales, gross profit and better gross margins and tax refunds which is somewhat mitigated by a rise in operating expenditures. With …

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My Portfolio Review: Investing Strategy from 28 Feb 18 onwards

Recently, I have mentioned that I have sold off all of my holdings in Thai Beverage. The reason being that I was sustaining a capital loss of 10% and it is challenging my risk tolerance. I also sold off all my holdings in Starhill Global Reit to cut my losses though the capital loss was …

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Investing: Do stock prices reflect fundamentals or investors’ sentiment?

This question has been in debate by behaviourists and academicians for decades. Do asset prices in stock markets represent economic fundamentals or investors' emotions? For me, my opinion is that it is mainly due to investors' emotions. Take the stock, Duty Free International, that I bought recently at last month Jan for example. On 10 …

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My Portfolio Review: Why I eventually sold Thai Beverage

This may come as a shock or surprise to some of you, but I sold all of my holdings in Thai Beverage yesterday. I realized I made two mistakes I have mentioned myself in the post Investing: What to do when your stock registers an unrealized loss on my purchase on this stock on last …

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