Sunday, 25 February 2018

My Dividend Ang Bao For Feb 2018

Stock Portfolio (Cash)

These are the companies that will be contributing to my February 2018 Dividend Income:


I have already sold off OUE Hospitality Trust. It will no longer be contributing to my dividend income in the near time. I have average down on Starhill Global recently and my dividend contribution from this REIT should increase moving forward. For Duty Free International, I have also averaged down using CPF OA. As the income shown here is for cash only, I have not included in the calculation above. What I like about Duty Free is the company doesn't have any long term debt and the dividend yield has been fairly attractive for the past few years. However, this counter is currently on a downtrend and share price has fallen quite a lot and close to 52 week low of $0.235. For RHT Health Trust, I bought in anticipation that it would get delisted. There's a risk that the share price would fall further if the buyout vote doesn't get through. For Lippo Mall Trust, it is best to avoid buying now as the gearing is too high for comfort. Buying it was a mistake in the first place. I can't actually recall why I bought it in the first place. I probably didn't do my research well and bought based on dividend yield. That concludes my dividend income for Feb 2018. Happy Investing!




Wednesday, 21 February 2018

REITs Dividend Yield for 21.02.18

Disclaimer: The below tables are used for reference and entertainment purposes only. The accuracy of the data is not guaranteed. Please check your own sources, perform your own calculations, study the company's fundamentals and other financial metrics before making any trade or investment decision. 😀

It appears that interests in REITs have returned. Stock gurus such as Dr Wealth, Fifth Person and Motley Fool are starting to talk about investing in REITs. Here's the link to an interview with David Kuo from Motley Fool on companies to watch.  Coincidentally all the 3 companies he suggested today all dropped in prices! Why never support him? Tomorrow go and buy up the prices k? 😀 Out of the 3 companies that he mentioned, I think 2 of them are still not cheap enough at the current moment. Of course, all 3 REITs are solid companies which I wouldn't mind holding at a yield that I am happy with. If you have been reading my past blog posts, you should know which company I would consider okay to buy at it's current price. Having said that, price is what you pay, value is what you get. If you are happy with the value, just pay the price.






 OUEHT dividend yield is not very attractive now 
compared to other hospitality REITs. Yet, the price still goes up! 
Why???Investors bullish in our local tourism?

Sunday, 18 February 2018

Past Dividend Yield of STI Component Stocks based on 15.02.18's Closing Price

Disclaimer: The below tables are used for reference and entertainment purposes only. The accuracy of the data is not guaranteed. Please check your own sources, perform your own calculations, study the company's fundamentals and other financial metrics before making any trade or investment decision. 😀

The past dividend yields' calculations are based on 15.02.18's closing price. It basically means if you bought based on 15.02.18's closing price, you would be able to get that dividend yield if you had a time machine to go back in time to collect the dividends. A better way to use the data is if the company keeps growing the dpu year after year (green cells), there's a better chance that they could continue to maintain or grow the dpu moving forward. However, always keep up to date with the company's fundamentals before investing. Do not invest solely based on dividend yield.

Without further ado, here's the dividend yield/dpu of STI 30 Component Stocks.


A lot of hard research and data entry work has been done in order to come up with this data. If you find it useful, please share this blog post link. Also check out my previous post where I compare the dpu of banks and telcos stocks: link here.Cheers!

P.S - My previous blog post on banks and telcos dividend yield did not garner as much interest as REITs dividend yield. If the interests are not there for non-REIT stocks, I will not update the data in future.




  

Thursday, 15 February 2018

Past Dividend Yield of Banks and Telcos based on 15.02.18's Closing Price

Disclaimer: The below tables are used for reference and entertainment purposes only. The accuracy of the data is not guaranteed. Please check your own sources, perform your own calculations, study the company's fundamentals and other financial metrics before making any trade or investment decision. 😀


The dividend yield info below is based on 15.02.18's closing price. Huat ar! Especially if you own bank stocks!




Note: Singtel issued special dividend in 2017. I do not forecast the current yield for non-REIT counters as they usually do not have fixed dividend policy.

Update - I am still working on STI 30 Component Stocks Data. Result will be out before next Market opening. The format will be the same as above. Do support and share my blog. Sharing is caring. Or issit the other way round? Have a great Chinese New Year!


REITs Dividend Yield for 15.02.18

Disclaimer: The below tables are used for reference and entertainment purposes only. The accuracy of the data is not guaranteed. Please check your own sources, perform your own calculations, study the company's fundamentals and other financial metrics before making any trade or investment decision. 😀


The dividend yield info below is based on 15.02.18's closing price. Huat ar!



Added Previous Day Price and % Change in Price Info

Coming Soon - STI 30 Component Stocks Dividend Performance Info


Tuesday, 13 February 2018

REITs Dividend Yield for 12.02.18

Disclaimer: The below tables are used for reference and entertainment purposes only. The accuracy of the data is not guaranteed. Please check your own sources, perform your own calculations, study the company's fundamentals and other financial metrics before making any trade or investment decision. 😀

The dividend yield info below is based on 12.02.18's closing price. Enjoy!





Sunday, 11 February 2018

I Sold Off This REIT which Analysts are Bullish On

Disclaimer: I am not a financial adviser. This Post is neither a Buy or a Sell Recommendation. I am  only sharing my opinion on a company stock and this Post is purely for entertainment purposes only. Always DYODD before making a trade decision. 😀

Goodbye OUE-H
The stock which I liquidated was none other than OUE Hospitality Trust.

See. I Sold Off!

Check out this link https://sginvestors.io/sgx/reit/sk7-oue-htrust/analyst-report to hear what analysts have to say about this REIT.

Analysts are bullish and I sold. I Siao (Crazy)?

Background and Dividend Yield

I bought 10000 shares of OUE Hospitality on 5th July 2016. My purchase price was $0.69. Based on my purchase price, my current yield forecast would still be attractive at above 7%. However at the price that i sold, my forecast yield is only 5.91%. This yield is actually not that attractive for a hospitality REIT in my opinion.


We can also compare the dividend yield with it's peers. The current forecast yield seems to be lower compared to others.

Price was based on 9-2-2018's Closing

Fundamental

Next, let's look at it's latest financial result. Here are some points worth mentioning.

6.6% Decrease in DPU for 4Q 
Retail segment is not doing that well
Income available for distribution was $1 million lower than 4Q2016 due to absence of income support. Although revenue was up $0.6 million compared to a year ago,. overall performance was worse!


The NAV is $0.76. The closing price on 9-2-2018 was trading above this value. I am not exactly interested in paying such a high premium for this REIT especially during this market correction.

Premium as in overvalue? The screenshot was taken from OUE-H's presentation slide. 

Gearing seems to be on the high side.

If you are interested to read the financial results, check out their Investor Relations link here.

I have gone through their Presentation Slides and I didn't find any factors that would made me want to stay vested in this REIT. This concludes my blog post on why I sold off OUE Hospitality Trust.

Just a joke. Not hinting anything. 😀

Are REITS getting attractive again?

As a result of the recent market decline, share price of quite a number of stock counters have gone down. REITS's share prices have also started to trend lower. I have consolidated a list of local REITS and calculated their annual dividend yield based on 9-2-2018's closing price. The result is as shown below.

Green - DPU is higher than previous year
Red - DPU is lower than previous year


Results based on 9-2-2018's closing price

I can't guarantee the accuracy of the data. Please check your own sources and perform your own calculations and study the company's fundamentals before making any trade or investment decision. Also take note there could be 3 or 4 interest rate hikes in both 2018 and 2019. So are REITS's share prices and dividend yield currently attractive? I have shown you the data and I will leave the answer to you. 


Next Post: I Sold Off This REIT which Analysts are Bullish On. Link: Here

Stock And Cryptocurrency Market Analysis by Adam Khoo

I saw this technical analysis video on the recent US Stock and Crypto Market done by Adam Khoo yesterday and I find it educational like the rest of his videos. Check out this video below if you have about 30 minutes of spare time. Enjoy!


We could also apply some of the technical analysis method he uses to our local Market. The STI ETF chart below shows a bullish pinbar forming above the 200 Day Moving Average. Both RSI and Stochastics also indicate an oversold Market. So would you buy, sell or simply hold for the coming week? 😀

Screenshot using Chartnexus App

Saturday, 10 February 2018

Frasers Commercial Trust Dividend Payout: Cash or Units?

Disclaimer: This blog post is only for entertainment purpose only. Please DYODD before making any trade or investment decision.

Frasers Commercial Trust has recently announced it's Distribution Reinvestment Plan for the period 1 Oct - 31 Dec 2017. Due to the recent market correction, it's share price has also fallen quite a bit. In my opinion, it may be a good opportunity to accumulate more Units when a company's share price has fallen during a market correction. However, the dividend yield based on the offer price has to be attractive.

RSI at Oversold Level

My average purchase price was $1.333 and the offer price is $1.4508 per Unit as shown above. My forecast yield based on the offer price is 6.62% for the current year.


FCOT's closing price last Friday was $1.40. It's actually cheaper to buy from the market! However, we would need to pay commissions if we purchase from the Market. If we buy only a few hundred shares, it may not be worth it depending on the broker's commissions.


My Yield Forecast based on 9-2-2018's Closing Price. 6.86%!

My Previous Purchase Price. Screenshot from Stocks.cafe

I have made up my mind to receive cash and not choose Units for this dividend payout. Since the market is undergoing correction, there will be plenty of stocks going on sales. I could use the extra cash for investing opportunities. I may choose Units next time if the yield goes above 7% again. Yup. In my opinion, 6.62% dividend yield is not attractive enough at the moment for FCOT.



Saturday, 3 February 2018

My 2018 Dividend Yield Forecast for REITS - Part 2

Part 1 : Link here

Commercial:



Hospitality:


Dow Jones tumbled almost 666 points yesterday. Wow! Unlucky number! There's a high chance of a Singapore Sale this coming Monday. Buying, Selling or Holding? You Decide.

Bloodbath Friday!


When big brother sneezes, everyone catches the flu. Hopefully, it's a minor flu.

My 2018 Dividend Yield Forecast for REITS


Based on the latest earnings result and 2-2-18's closing price, I have come up with a 2018 dividend yield forecast for the different REITS in Singapore.

Disclaimer: There is no way to accurately forecast the dividend yield. The info shown is not a buy or sell call. It is purely for entertainment purposes only. I also do not guarantee the accuracy of the DPU shown below. Do check your own sources and conduct your own study before making any investment decisions.

Retail:


All the yields shown is based on the price shown on the table. I also compare the DPU with previous year. Green colour represents an increase in DPU whereas Red represents a decrease in DPU.

Industrial:


Healthcare:


To Be Continued...