tag:blogger.com,1999:blog-694347154280504198.post6656117953211001557..comments2024-01-07T14:42:15.127-08:00Comments on Sanye's Investment Portfolio: Portfolio Update - 31 March 2016Sanye ◎ 三页http://www.blogger.com/profile/10864265445567780610noreply@blogger.comBlogger14125tag:blogger.com,1999:blog-694347154280504198.post-26534051841502844902016-05-10T17:53:48.800-07:002016-05-10T17:53:48.800-07:00Hi San Ye
With NeraTel potentiall divesting its P...Hi San Ye<br /><br />With NeraTel potentiall divesting its POS business - which accounts for the bulk of its recurring revenue - may I know what are your thoughts about this counter? <br /><br />cheers<br />ElaineElainehttps://www.blogger.com/profile/08652894159077859434noreply@blogger.comtag:blogger.com,1999:blog-694347154280504198.post-77768490750109523352016-04-12T21:11:49.280-07:002016-04-12T21:11:49.280-07:00hi sanye,
personally, i find singpost increasing ...hi sanye,<br /><br />personally, i find singpost increasing its dividend after being stagnant for so long, in parallel to its increased earnings relating to its increased businesses, as a very positive signal. chairman or ceo issues..well, we are talking about a 200 year old company. definitely we will see quite a number of ceo, chairman etc, and moreover, the latter people do not own majority stakes in singpost. so it doesn't really change the overall direction which the company is moving.<br /><br />similar to singtel pattern. <br /><br />owning these two good blue chips singpost and singtel will mean dividends in 1,3,7,8,11 months, a very regular and good dividend stream with rising pattern, especially useful for retirement planning where we can sleep in peace knowing our money is working for us.<br /><br />just my opinion.cookiehttps://www.blogger.com/profile/13479843455509178396noreply@blogger.comtag:blogger.com,1999:blog-694347154280504198.post-50201245014553845482016-04-12T00:54:41.779-07:002016-04-12T00:54:41.779-07:00Yoland King,
Wow you have a six figure holding in...Yoland King,<br /><br />Wow you have a six figure holding in SingPost! I only nibbled a little during the recent price dip when the Chairman elect turned down the job. Will see if there are future opportunities to add more. Sanye ◎ 三页https://www.blogger.com/profile/10864265445567780610noreply@blogger.comtag:blogger.com,1999:blog-694347154280504198.post-38591001391932992212016-04-11T04:18:19.037-07:002016-04-11T04:18:19.037-07:00i concur with sanye. and i have taken the opportun...i concur with sanye. and i have taken the opportunity to add more singpost and totally comfortable with holding a six figure shareholding in a company which is almost 200 years old and which recently gone away from its traditional business and gone much global to the far reaches of the other side of the world. i am prepared to hold for perhaps the next decade or two. 4 x a year dividend in a non reit and low chance of reit plus the ability to increase its revenue and raise its dividends fits my requirement. as such, it inevitable that there will be problems and ups and downs in its share price. comfortdelgro is currently on my watch list. will add should the price dip more and the yield comes up more.cookiehttps://www.blogger.com/profile/13479843455509178396noreply@blogger.comtag:blogger.com,1999:blog-694347154280504198.post-19117935538044870482016-04-10T18:22:22.117-07:002016-04-10T18:22:22.117-07:00Hi Jason,
ComfortDelgro's business is not jus...Hi Jason,<br /><br />ComfortDelgro's business is not just in Singapore. Do check out their website to see their global footprint. <br /><br />Competition in Singapore may become tough as in all other businesses, but their global business will keep them growing, I believe.<br /><br />I have been holding their shares for very long time, when its price was around $1.50.Sanye ◎ 三页https://www.blogger.com/profile/10864265445567780610noreply@blogger.comtag:blogger.com,1999:blog-694347154280504198.post-58063047435753096712016-04-10T18:13:21.273-07:002016-04-10T18:13:21.273-07:00Hi K,
The problems you mentioned are challenges/c...Hi K,<br /><br />The problems you mentioned are challenges/crisis to the company. However I believe that the company has processes in place to run their business and they will eventually come out of the crisis. <br /><br />Crisis also provides opportunities, doesn't it? Sanye ◎ 三页https://www.blogger.com/profile/10864265445567780610noreply@blogger.comtag:blogger.com,1999:blog-694347154280504198.post-75760427152594562572016-04-10T04:22:06.191-07:002016-04-10T04:22:06.191-07:00Hi Sanye,
Noted that Comfort Delgro have ...Hi Sanye,<br /> Noted that Comfort Delgro have always been on the top of the list generally. Currently, government is buying back the assets from those transport companies and change to contracting model instead. Also, we see competition from other foreign companies as well <br /><br />In your opinion, do you think there is anything positive from this industry in long terms or perhaps not since most companies have higher 1)PE of at least 20 2)PB of at least 2.5 times and 3)dividend yield less than 3%<br /><br />Except for Vicom yield which it seem to be able to maintain 3% over the years<br /><br />Jason<br /><br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-694347154280504198.post-57184067605714874172016-04-10T01:14:13.119-07:002016-04-10T01:14:13.119-07:00Hi,
You guys are not bothered by what happening i...Hi,<br /><br />You guys are not bothered by what happening in the Singpost Board and CEO search?<br /><br />ThanksKhttps://www.blogger.com/profile/01096331252046081022noreply@blogger.comtag:blogger.com,1999:blog-694347154280504198.post-2305530584735448252016-04-05T21:16:19.412-07:002016-04-05T21:16:19.412-07:00Hi sanye,
i think it is very likely sustainable. ...Hi sanye,<br /><br />i think it is very likely sustainable. dun forget revenue from singpost centre should also start to come in next year i think. <br />over long term, i would expect dividend to trend upwards.<br /> e commerce and e logistics together with singpost centre rental will drive revenue upwards <br /><br />u can reach me at paulcoke8@gmail.com if you wishcookiehttps://www.blogger.com/profile/13479843455509178396noreply@blogger.comtag:blogger.com,1999:blog-694347154280504198.post-60862558006566896872016-04-05T18:21:37.744-07:002016-04-05T18:21:37.744-07:00Yoland King,
By the way, I read your update too. ...Yoland King,<br /><br />By the way, I read your update too. Can't say hello there since you disable comment function. <br /><br />I am looking at Singpost. Do you think it's worth investing at current price? (7 cts dividend should be sustainable)Sanye ◎ 三页https://www.blogger.com/profile/10864265445567780610noreply@blogger.comtag:blogger.com,1999:blog-694347154280504198.post-57071640310597142732016-04-05T18:04:14.234-07:002016-04-05T18:04:14.234-07:00HI Yoland King,
I hardly go to any AGM, due to my...HI Yoland King,<br /><br />I hardly go to any AGM, due to my work schedule.<br /><br />I hope to change this soon....Sanye ◎ 三页https://www.blogger.com/profile/10864265445567780610noreply@blogger.comtag:blogger.com,1999:blog-694347154280504198.post-54458994704807897592016-04-04T21:02:38.609-07:002016-04-04T21:02:38.609-07:00Hi sanye,
great to see your update again, Sanye!
...Hi sanye,<br /><br />great to see your update again, Sanye!<br /><br />perhaps will meet u at one agm. do you go to any agm, if at all?cookiehttps://www.blogger.com/profile/13479843455509178396noreply@blogger.comtag:blogger.com,1999:blog-694347154280504198.post-69830444511839012392016-04-03T18:34:03.068-07:002016-04-03T18:34:03.068-07:00Hi B,
Neratel has been in my portfolio for someti...Hi B,<br /><br />Neratel has been in my portfolio for sometimes. This buy is a kind of DCA as I still believe that this is a good counter to own.<br /><br />Cheers!<br />Sanye ◎ 三页https://www.blogger.com/profile/10864265445567780610noreply@blogger.comtag:blogger.com,1999:blog-694347154280504198.post-83673559382765565102016-04-01T07:24:01.314-07:002016-04-01T07:24:01.314-07:00Hi Sanye
Is the purchase of Neratel in a bid to i...Hi Sanye<br /><br />Is the purchase of Neratel in a bid to increase position or are you looking at something for them long term?Bhttps://www.blogger.com/profile/09041255778427742477noreply@blogger.com