Portfolio 2019 (July)

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28 Jul 2019 16:22 #24912 by josephyeo
Replied by josephyeo on topic Portfolio 2019 (July)
Portfolio 2019 (July)
(Apac Realty, Kimly, Excelpoint n Singapore O&G).

Why i like Singapore O& G:
1. continuous revenue growth since 2014
2. stable profit
3. good dividend.
4. no debt
5. huge cash horde of $25.0 mil
Just sharing. Dyodd.

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30 Jul 2019 02:00 #24915 by josephyeo
Replied by josephyeo on topic Portfolio 2019 (July)
Portfolio 2019 (July)
(Apac Realty, Kimly, Excelpoint n Singapore O& G)

Why i include Apac Realty in my portfolio:

1. high dividend yield

2. prozy to the property market

3. its one of the leading realty companies in the market w 30% share.

4. its an actively managed company. Since 2018 n early 2019, the company had make inroad into Thailand, Indonesia, Cambodia and Hainan Island.

5. several brokerage houses have a buy recommendation on the stocks. These are:DBS Research, RHB Invest and PhilipSecurities. CGS-CIMB has an " add" recommendation. Target prices varies from 58cts to 67 cts.

6. poor sentiments in the property market since the introduction of the cooling measures in July 2018. As a result property stocks prices have all came down. But sentiment will change to positive at some point. This will positively affect the stock prices.

7. solid balance sheet.

During the oil crisis in 2014 shares of OCBC came all the way down to 7plus dollars. 2 to 3 years later oil stabilised n OCBC shot back to $14, almost a 100% appreciation.
I believe the same situation will apply to all property companies when sentiments improve.

Above are just my take on the company n i could be wrong. DYODD

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31 Jul 2019 18:53 #24920 by josephyeo
Replied by josephyeo on topic Portfolio 2019 (July)
Portfolio 2019 (July)
(Apac Realty, Kimly, Excelpoint n Singapore O& G)

Below is a quote taken from Apac Realty annual report:

" Through a partnership with the current ERA Indonesia CEO and management team, we have implemented ERA Singapore's project business model in Indonesia to generate stronger margins and growth in the near to medium term. Our progress has been promising, with ERA Indonesia being appointed as the lead marketing agent for the first phase of Fifty Seven Promenade, an
integrated mixed-use and high-rise joint venture development by GIC Private Limited and PT Intiland Development Tbk (&ldquo Intiland&rdquo ). Further, ERA Indonesia has been chosen as one of the lead agencies for future projects rolled out by Intiland."

Besides Indonesia, Apac Realty has been active in Thailand, Cambodia and Hainan Island. Company held an exhibition in Beijing in early 2019.

FYI. DYODD.

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01 Aug 2019 18:32 #24925 by josephyeo
Replied by josephyeo on topic Portfolio 2019 (July)
Portfolio 2019 (July)
(Apac Realty, Kimly, Excelpoint n Singapore O& G)

Below is a quote taken from Apac Realty annual report:

" The incorporation of ERA Thailand allows APAC Realty to gain direct ownership of the Thailand franchise, enabling the Group to be strategically involved in growing the business and opening up project marketing opportunities for the Thailand market. Demand is expected to remain healthy especially for the downtown Bangkok condominium market, on the back of a recovering economy, rising middle class and strong buying interest from mainland China and Hong Kong" .

FYI. DYODD

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04 Aug 2019 17:19 - 04 Aug 2019 17:23 #24930 by josephyeo
Replied by josephyeo on topic Portfolio 2019 (July)
Portfolio 2019 (July)
(Apac Realty, Kimly, Excelpoint n Singapore O& G)

Performance of portfolio to date based on friday closing prices:

company..... Quantity...... current.... value
kimly.......... 350000 ....... 0.235 ..... 82250
apac realty.. 100000........ 0.550 ..... 55000
excelpoint... 60000........ 0.495 ..... 29700
sing o& g.... 80000......... 0.385 ..... 30800
cash 3300
201050

Portfolio show a profit of $3,010.00, $1,050 from capital gain and
$1,960 from dividend. In percentage term its 1.5%,

During the same period catalist was down 1.2%. and ST Index down 2.2%.
Portfolio has out performed both indices by a small margin.

For info only. Dyodd
Last edit: 04 Aug 2019 17:23 by josephyeo.

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05 Aug 2019 19:53 #24934 by walterlim
Replied by walterlim on topic Portfolio 2019 (July)
were you disappointed with APAC Realty results? Also they have cut dividend for this year. I am also vested but think i will not hold.

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