Wednesday, December 31, 2014

Singapore Stocks Investing: final post of year 2014

Dear readers, how have you been? How time flies. I wish you a Happy New Year 2015! I would like to Thank You for being with me in my financial blogging journey for year 2014 and I wish you Success in your Investments for Year 2015.

Successful investing comes from planning and choosing the right strategies. What are your investment strategies for year 2015, feel free to share them with me (you can view my investment strategies here. We must also note our objective of investing: either we are really investing or trading. We must also study the slew of moves  and how we can benefit from these. Also, we must not too focused in our investments that we have to go Bee Choo and neglect the other aspects of our lives.

We must know that the market trend is really our friend if we can make the best opportunities from market trends as I have explained in this post . We must not give in to speculation and learn from Issac Newton .

I believe continuous learning is key to great investment Successes, and for year 2015, I encourage all of you to continue reading, learning and applying what you have learned to your financial education. Some of the good financial education resources I have shared with you are from Warren Buffet  and Robert Kiyosaki . Also, the world’s richest man thinks that you should read these books , wow, coming from the world’s richest man, we must read these books! Most of all, we must have belief in ourselves, just like what this boy  has in him. We must also be humble on our path towards wealth accumulation, just this humble millionaire whom I have met at an AGM. We must be bold enough to fulfil our financial dreams just like the spirit of the creators of this upcoming excellent app which may revolutionize how consumers use products and services.

With many of us retail investors working full-time, I will also like to take this opportunity to wish you Success in your career and wish you promotion in your job and move up the next rung of your career and earn more monies , perhaps much more than this millionaire employee (Ultimately it’s all about saving for the future needs of ourselves and our families and planning a good amount for our retirement. Are you saving enough? Check out this link to check the networth which you should have.

I wish you a Happy New Year 2015 and I will bring even more better contents to you in Year 2015! "Like" me on Singapore Stocks Investing Facebook page to receive all posts on your Facebook as well as read more articles.

Tuesday, December 30, 2014

Will these recommended stocks be recommended for year 2015?

In May this year, I did a post on the list of 25 small-cap stocks recommended by DMG OSK; you can view the post here. For convenience of discussion, I have included the list here:

Agriculture

1) Bumitama (Target price:$1.39)

Construction

2) Centurion (Target price:$0.88)

3) ISO Team ((Target price: Not rated)

4) King Wan (Target price:$0.43)

5) Lian Beng (Target price:$1.17)

6) Pan United Corp (Target price: Not rated)

7) Yongnam (Target price:$0.29)

Monday, December 29, 2014

Privatization stocks

As I read my April 2014 posts of SSI in a bid to conclude my posts on SSI for the year, I noticed how April 2014 was a month when many investors turned speculative, speculating on which of the stocks on SGX will be taken private next. We have Hotel Properties Limited, Capital Malls Asia and Goodpack as some of the stocks on SGX which were taken private for year 2014. Going forward to 2015, some analysts predict that there will still be some mergers, acquisitions and consolidation in the stock companies as companies with good fundamentals and trading at a good discount off their book value are being bought over by cash-rich investors.

Recommended stocks for year 2015

Every year, when it comes to this time of the year, there will be some stock analysts giving their takes or predictions of the stocks which they would recommend for the coming year. Most of these analyst reports will also be published in January of the coming year. As always, I read these analyst reports with an “open mind”, I would just want to understand their rationale behind their recommendation while believing more of my analysis when it comes to decisions that involve my hard-earned monies.
I just did some reading of the posts which I have published for the year. In January of this year, I have blogged about the recommended stocks by a stock analyst as well as their target prices; you can read about the blog post here. I am curious as to how accurate these analysts’ recommendations are and hence I compared the closing price of their recommended stocks as of 26 Dec 2014 with their target prices; let us take a look at how the recommendations pan out:


Saturday, December 27, 2014

My Investment Strategies for Year 2015: trade selective stocks selectively

It’s that time of the year once again when I review my investment portfolio for the year: year 2014. Year 2014 commenced with bullish analyst reports, as always for the beginning of every year (its all about hope, I believe). As we see now, the STI has modest gains for this year. The gains registered by the STI reflected just how there were surprises on the Singapore stocks market for the year and this has inevitably shaped my investment portfolio for year 2014 as well.

Wednesday, December 24, 2014

Merry Christmas Singapore Stocks Investing

Dear readers, Merry Christmas to you! Many decades ago, while I was in full-time National Service, in an attempt to expedite us recruits to doing something, my sergeant yelled: “What are you waiting for? Christmas?” Yes, its Christmas now, my sergeant and everyone! While I do not really party all out to celebrate Christmas, Christmas to me is quite a meaningful festival as first and foremost, Christmas is all about celebration of love and secondly it is that festival before the close of the year and it is while during Christmas every year that I do my “stock taking” (stock, not in the investing sense) of myself in the different arenas of my life which include the most important things in life.

Tuesday, December 23, 2014

Boustead Singapore stock

Boustead Singapore stock Boustead Singapore is seeking to “decouple” its business by listing its property business (“Boustead Project”) as a separate entity on the Singapore Stocks Exchange. If the “decoupling succeeds, Boustead Singapore will be left with two divisions: its energy infrastructure segment and its geo-spatial infrastructure business. From what I have read, some shareholders have objected to the “decoupling”, arguing that the “decoupling” will leave Boustead with a more cyclical portfolio in the energy sector. As a retail investor, I first came across the parlance “rationalization” when I read Boustead Singapore’s annual report in which it was argued that this “rationalization” of business can stand Boustead through the different business cycles via the diversified portfolio, hence I am rather surprised at the decision of Mr Wong, Boustead’s CEO to “decouple” the 186-year old business.

Monday, December 22, 2014

LionGold stock: rationalization, streamlining and stabilizing operation

Mention LionGold stock and many investors will immediately remember this stock as one of the three stocks (together with Blumont and Asiason stock) that went south in the penny stocks saga of Oct 2013. More than a year after the saga and with the investigations into the saga not released yet, I was piqued by curiosity to understand the latest update of LionGold company whose stock was at one time, well-loved by retail investors (or should I say speculators?). Naturally, I downloaded LionGold’s annual report 2014 which has an opening theme that I find rather apt: “Emerging from Adversity”.

Singapore Stocks Santa Claus rally or Great Singapore Sales?

Today, the STI headed up north by 1.57%, this is a very bullish sign from the Singapore stocks markets and many market watchers hailed this as the start of the Santa Rally for the Singapore bourses with the “Santa Claus” being none other than the US Federal Reserves which announced that it will be “patient” on its decision to increase interest rates.

Saturday, December 20, 2014

Learning to be Wealthy

I just went to the library and as I sat down on a table browsing through the financial books which I have pulled out from the shelves I could not but help thinking that decades ago, I was at the same library, revising my school work. Time really flies and now I have become much older but contrary to what many people experience or think when it comes to learning, I believe learning should always be a life-long journey and it does not mean that learning stops once a person graduates or leaves school.

Friday, December 19, 2014

Global Yellow Pages stock: a possibly exciting stock

Global Yellow Pages (“GYP”) stock is one of the stocks which I have been keeping a tab on for the following reasons. Firstly, the business of GYP is in the traditional business of the iconic telephone directories and I am always curious as to how GYP will align its business in today’s modern times of the internet, especially when other traditional information companies like Singtel and Singpost have successfully revamped their business models for the digital era. Secondly, the low stock prices of GYP at just slightly more than four cents a share always appeal to me as I could not but help wondering whether the low price could be a base where GYP could become a multi-bagger from, especially when GYP already has an established business. To answer these questions, it is instrumental to look at the year 2014 annual report of GYP.

Thursday, December 18, 2014

Singapore stocks commentary

Singapore stocks closed 0.51% north today (18 Dec 2014), tracking the rally of US bourses and regional bourses as investors cheer the move by US Federal Reserves to increase interest rates judiciously. Though the US markets rallied by an average of 2% on 17 Dec 2014 (US time), the rally by Singapore stocks today seems more modest. I have actually expected the modest response which is quite different when the US markets headed south. When the US markets head south, the showing of STI on the next day seems more sensitive and if the US markets head north, the showing of STI on the next day would seem more modest.

Wednesday, December 17, 2014

Tiger Airways rights

I received a mailer from Tiger Airways which informed me that I am allotted some provisional Tiger Airways rights based on the number of stocks I have in the company. The rights will allow me to subscribe for new Tiger Airways shares under the provisional allotment as well as shares beyond the provisional allotment subject to availability of the shares, at twenty cents per share. The right issue share price would have been great if Tiger Airways stock still trades at its previous higher prices but looking at the current trading prices, the right issue is not attractive; hence I sold off my rights on SGX before the price of the rights went south.

Tuesday, December 16, 2014

The most important “What-if” scenario during stock markets sell-off?

In yesterday’s post, I shared some of my insights on the global stocks markets. In this post, I should elaborate further my observations of the global stocks markets. To start off, I think investors, in general have been quite fixated on the interest rate decision coming from the US Federal Reserves and hence the markets respond in tandem with the interest-rate decision of the Federal Reserves. Amidst all the hype surrounding the interest-rate decision, I am not sure how many investors also keep a tab on the performance of the shifting market sectors? If not, let me share my analysis with you readers.

Monday, December 15, 2014

Singapore Stocks: my thoughts

Singapore stocks headed south by 0.90% today (15 Dec 2014). The prospects of low oil prices continue to weigh on the global stocks markets. I have been reading many comments and commentaries about the low oil prices: some say that it is good for Singapore, an importer of oil and good for households in the form of possible lower electrical tariffs; others say that the low oil prices are to counteract the shale gas economy. There are really many thoughts on the low oil prices, but my thought is this: investors should watch the global stocks trends carefully before investing their next dollars?

Sunday, December 14, 2014

Benchmark your net worth (Part 2)

In this post, I am going to talk more on the previous post on “Benchmark your net worth” (you can read the previous post here). Well, I believe most of us know that our net worth is the result of our financial assets minus our financial liabilities. For many Singaporeans, the financial liabilities (not counting credit) will be our housing mortgage loans. I think some Singaporeans will think that by paying off their mortgage loans, their net worth will increase since they have reduced or pay off their financial liabilities. Well, I am not sure whether they will be surprised that the actual result to the above scenario is that their financial net worth actually remains the same as they have at the same time reduce their assets by the same amount.

Saturday, December 13, 2014

Bee Choo Hair Treatment: an inspiring story for All

I just watched a TV segment on Bee Choo Hair Treatment on Channel 8 at 10.30 pm today. For those of you readers who are not too familiar with Bee Choo Hair, well, it is a hair loss treatment centre that originates from Singapore and I am very proud to know that Bee Choo Hair Treatment has done very well and has progressed from a home-based business in Pasir Ris into a business with shops in many overseas countries.

Friday, December 12, 2014

Benchmark your net worth

In the previous few posts, I have talked about savings. So why do I keep talking about savings since the previous few posts? Well, it really has to do with the fact that it is now December and when it comes to December, most of us will review what we have achieved in the various spheres of our lives. When it comes to the financial sphere, how much we have saved should be something we should note about.

Wednesday, December 10, 2014

Some facts about savings which you should know

In my previous post of 8 Dec 2014, I have talked about personal savings ratio and have polled readers on their individual personal saving ratios. Arising from this post, a reader has replied that his savings include CPF savings, hence if the reader’s savings ratio is 50% inclusive of 20% CPF, I reckon his personal savings post-CFP deductions is 30%. But aside to this mathematical analysis, the most important question I ask myself after reading his comment is this: should all of us treat our CPF savings as real savings?

Tuesday, December 9, 2014

One stock that can rally in either direction

In this post, I am going to apply technical analysis on one stock. You will not really read about too many of my technical analyses on this blog though I use both fundamental and technical analysis for my own investments. The reasons are due to the fact that there are many more experienced technical chartists and I think they apply their technical analysis on an intra-day frame as stock markets are getting more and more dynamic while I analyze on a longer time horizon, thus my analyses should be read on such a basis.

Monday, December 8, 2014

Benchmark your annual savings

Whenever it comes to December, I will turn reminiscent. I mean time flies and here we are into December once again. I know it sounds cliché, but whenever it comes to December, while many people party, I will review the goals and achievements of the year and then set the goals for the next year. I always think that for working adults, the goals should always involve financial goals, though many people may not set financial goals as part of their goals. But like it or not, once we start working and step into society, monies are really important to sustaining a livelihood in Singapore and hence financial goals are really important.

Saturday, December 6, 2014

What stocks to buy for year 2015?


what stocks to buy for year 2015
What are the stocks to buy for year 2015? Well, whenever it comes to December, investors would always ask this question and analysts would come out with their own reports which will list down their recommended stocks. As of now, three banks/ financial brokerages have come out with their list of recommended stocks for year 2015: UOB Kay Hian, OCBC Research and CIMB.

All of the three firms recommended two stocks: ComfortDelgro and DBS. I believe the choices are justifiable based on the low oil prices which favour transport stocks and the increasing interest rates which favour banks.

Thursday, December 4, 2014

HUATIONG GLOBAL LIMITED stock IPO

HUATIONG GLOBAL LIMITED is launching its IPO via a placement of 27,500,000 shares at $0.20 a share. Huationg Global’s business is in the provision of civil engineering services for infrastructure projects and ancillary inland logistics support services. Huationg Global also sells construction materials. For HY2014, civil engineering accounts for 54.5% of the company’s revenue while inland logistics support accounts for 12.2% of the revenue.

Reading Huationg Global projects portfolio, I see that the company is involved in many public services projects like MRT stations and expressways. The company has a good track record of thirty years. The company is looking into expansion into overseas markets, acquisitions, joint ventures and strategic alliances as well as focus on public-sector projects in its plan to grow the company.

Wednesday, December 3, 2014

MM2 Asia stock IPO

MM2 Asia Ltd is launching its IPO on the Singapore Exchange. When I saw the words “MM”, I could not help but think of another “MM”. MM2 (“MM2 Entertainment”) here is a Singapore-headquartered film producer and distributor and I could only think of Spackman Entertainment Group stock as the only other similar stock in SGX though the latter is a Korean company. Hence we have it, MM2, a first local film producer to be listed on SGX.

Tuesday, December 2, 2014

This stock headed north by 79% since 17 Nov 2014, will its stock price still rally up?

In the previous post , I have talked about Singapore Edevelopment stock, in fact, that post was not the only post which I gave my opinion as to whether Singapore Edevelopment stock could be the next IT stock of Singapore to look out for, beside Trek 2000 International stock (you can read another of the posts here ).

To give readers a background, Singapore Edevelopment was formerly called CCM, a property company. Since Chan Heng Fai joined and became CEO of Singapore Edevelopment, he has given another focus to the company: IT (you can read more about Mr Chan, a former US banker known to many in the investing arena for his “white knight’ experience in another of my posts here.

What to note from the stocks markets for Singapore investors?

Ever since OPEC decided not to cut oil production in a climate of already low oil prices, many offshore marine, energy and oil-related stocks have headed south in their stock prices. In a country where we pride ourselves with having two of the world’s largest oil rig companies in Keppel Corp and Sembcorp Marine, it is not surprising that a number of investors are investors in these two companies. In a country where the oil industry makes up 5 per cent of Singapore's GDP and with Singapore being one of the top three export refining centres in the world as well as the fact that there are so many offshore and marine as well as energy stocks here, it is also not surprising that many more are investors in these stocks.

Monday, December 1, 2014

How to trade Singapore stocks now?

Singapore stocks went south by 1.34% today (1 Dec 2014). The movement of Singapore’s STI today is of a magnitude that is not seen by retail investors for quite some time already. As expected, oil and energy stocks were the leaders with the “southing” of the STI, just take a look at Sembcorp Marine’s stock performance today: this blue-chip energy stock retreated some 5.8% to close at $2.95 (as I mentioned before in my blog, stocks that look attractive will become even attractive). A mid-cap energy stock, Ezion went even more south by 15.8%. The reason for the performance of these oil-related stocks? The prospect of low crude oil prices.

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