Thursday, December 8, 2016

ValueBuddies.com : Forum for Value Investing - All Forums

ValueBuddies.com : Forum for Value Investing - All Forums


Cambodia property market

Posted: 07 Dec 2016 09:52 PM PST

Cambodia property market has attracted a lot of local and foreign investors and land price is trending up positively.

Many MNCs are expanding to the kingdom due to high profit margin and low cost of operation. This Cambodia property market article market shows what are the economic sector which drive the economy.

Australian economic news

Posted: 06 Dec 2016 07:49 PM PST

Looks like recession coming for Aus sooner than Singapore. Lol... 
Those investing in Australia exposed stocks, early warning.

Massive budget deficits, rate rise to hit property/construction, unwinding of carry trade, rising populism against Chinese foreign investment, mining downturn, OnG downturn. Perhaps Superman Li will rethink his offer for his Aussie target now Big Grin

----------------------------------------------------------------------------------------------------------------

Australia's Economy Shrinks Most in Eight Years; Currency Slumps

  • GDP falls 0.5% in third quarter, more than economist estimates

  • Australian dollar falls almost half U.S. cent on result
Australia's economy contracted the most in almost eight years last quarter as construction and government spending slumped. The currency plunged almost half a U.S. cent.

  • Gross domestic product fell 0.5% from the previous quarter, when it gained a revised 0.6%

  • Result was the worst since the depths of the global financial crisis at the end of 2008 and well below economists' estimates of a 0.1% drop

  • The economy grew 1.8% from a year earlier, compared with a forecast 2.2% gain

The report spans a period when Australia's election returned Prime Minister Malcolm Turnbull with a razor-thin parliamentary majority and government spending and resource exports failed to lift growth. The slowdown in annual growth from 3.1 percent in the second quarter is dramatic, particularly when the Treasury estimates the economy's potential at 2.75 percent and central bank forecasts match or exceed that level.

New Launch of London Property with Integrated Crossrail station within the developmen

Posted: 05 Dec 2016 07:35 PM PST

London has always remained a popular consideration for property investment amongst investors. This is due to the chronic housing crisis in London, which has afflicted the nation for many years. Even after Brexit, property sales are increasing and it is still easy for landlords to achieve a steady, consistent rental yield for their property.

The key is to identify a property with untapped potential, for instance, one that has an integrated future mode of transportation (Crossrail) located within the development itself. With depreciating FX rates, seize the opportunity by taking first mover's advantage now!

For more information, please visit http://propertyinvesting.sg/royal-arsenal-london.

There will be an upcoming event at MBFC this coming Saturday, where there will be a London market update by Life Residential, and the developers will also be showcasing this project. To register, please visit http://propertyinvesting.sg/seminars/eas...ley-homes/

FT.com - Companies Asia-Pacific

FT.com - Companies Asia-Pacific


National Grid sells 61% stake in gas arm to Macquarie/CIC consortium

Posted: 08 Dec 2016 12:07 AM PST

Deal values distribution division at £13.8bn including debt

SoftBank investors cheer Son’s savvy US move

Posted: 07 Dec 2016 08:52 PM PST

Stock climbs on view that pledge to invest $50bn tightens ties with US administration

Tata and unions agree rescue plan for Port Talbot steelworks

Posted: 07 Dec 2016 08:54 AM PST

Investment of £1bn to keep furnaces alight until 2021 and £15bn pension scheme to close

HNA-Ingram deal lifts China offshore capital fears

Posted: 07 Dec 2016 08:01 AM PST

Bankers buoyed by completion of $6bn purchase after crackdown on noncore activities

VW hit with record S Korea fine over emissions scandal

Posted: 07 Dec 2016 01:37 AM PST

Regulator to seek criminal charges against five former and current executives

Wednesday, December 7, 2016

InvestIdeas

InvestIdeas


ASIA, OCEANIA & AFRICA: Data, News & Commentaries :: Re: Thailand 03 (Jan 15 - Dec 16) ...

Posted: 07 Dec 2016 01:07 AM PST

Thailand: In the Footsteps of the King
http://www.aljazeera.com/programmes/spe ... 40477.html

ASIA, OCEANIA & AFRICA: Data, News & Commentaries :: Re: Korea ( South & North ) 03 ...

Posted: 07 Dec 2016 01:09 AM PST

總統願4月辭職未息眾怒
40議員倒戈 勢通過彈劾朴
http://hk.apple.nextmedia.com/internati ... 7/19857467

ASIA, OCEANIA & AFRICA: Data, News & Commentaries :: Re: Singapore - Housing 17 (Feb 16 ...

Posted: 07 Dec 2016 01:10 AM PST

ASIA, OCEANIA & AFRICA: Data, News & Commentaries :: Re: China - Economic Data & ...

Posted: 07 Dec 2016 02:01 AM PST

China November forex reserves fall more than expected to $3.05 trillion, lowest since 2011
http://www.cnbc.com/2016/12/07/china-ec ... -yuan.html

ASIA, OCEANIA & AFRICA: Data, News & Commentaries :: Re: Australia - Bellamy's (BAL) :: ...

Posted: 07 Dec 2016 03:54 PM PST

vested

ASX queries Bellamy's on trade update

Infant formula maker Bellamy's has earned a query from the ASX over its surprise December 2 trading update that wiped more than $500 million from its market value.

Bellamy's, responding to an ASX query as to when it became aware of China sales information that would have a material impact, said it received the information during its December 2 board meeting, which began at 0800 AEDT.

Bellamy's said its directors reviewed the updated information and authorised release of the market update after the meeting ended just after 0900 AEDT.

Source: AU Yahoo Finance

https://au.finance.yahoo.com/news/asx-q ... 08051.html

AMERICAS & EUROPE: Data, News & Commentaries :: Re: US - Economic Data & News 08 ...

Posted: 07 Dec 2016 02:15 AM PST

Apple's Top Assembler Foxconn Confirms Plans for U.S. Investment
https://www.bloomberg.com/news/articles ... investment

Other Investment Instruments & Ideas :: Re: Warning Signs 02 (Feb 15 - Dec 16) :: Reply by ...

Posted: 07 Dec 2016 04:06 PM PST

Three early warning signs of the coming bear-market

Source: Daily Crux

http://thecrux.com/top-trader-three-ear ... ar-market/

Miscellaneous :: Re: Videoclips (General) 06 (Aug 16 - Dec 17) :: Reply by behappyalways

Posted: 07 Dec 2016 01:08 AM PST

Thailand: In the Footsteps of the King
http://www.aljazeera.com/programmes/spe ... 40477.html

Miscellaneous :: Re: Can U believe this ? 06 (Apr 15 - Dec 16) :: Reply by behappyalways

Posted: 07 Dec 2016 02:00 AM PST

How did fake US embassy operate in Ghana for a decade?
http://www.bbc.com/news/world-africa-38209665

Miscellaneous :: Re: Sex 02 (Jul 15 - Dec 16) :: Reply by behappyalways

Posted: 07 Dec 2016 02:00 AM PST

【動畫】50個女人想試新科技
仿生J男:我已經筋竭力疲
http://hk.apple.nextmedia.com/internati ... 1480310110

Miscellaneous :: Re: Business Leadership Skills 03 (May 15 - Dec 16) :: Reply by winston

Posted: 07 Dec 2016 02:10 AM PST

"The aim of marketing is to know and understand the customer so well, the product or service fits him and sells itself."

– Peter Drucker

Miscellaneous :: Re: Health 11 (Jul 16 - Dec 16) :: Reply by behappyalways

Posted: 07 Dec 2016 01:08 AM PST

'Exercise boosts men's sperm count'
http://www.bbc.com/news/health-38206920

Miscellaneous :: Re: Health 11 (Jul 16 - Dec 16) :: Reply by behappyalways

Posted: 07 Dec 2016 02:17 AM PST

【動畫●毛的秘密】一小撮毛大有作為 點解體毛永遠短過頭髮?
http://hk.apple.nextmedia.com/supplemen ... 1480310110

Miscellaneous :: Re: Food & Drinks 03 (Jul 16 - Dec 17) :: Reply by behappyalways

Posted: 07 Dec 2016 02:18 AM PST

【飲食籽】大雪補身靠吃黑
http://hk.apple.nextmedia.com/supplemen ... 1480310110

Miscellaneous :: Re: Success University 23 (May 16 - Dec 16) :: Reply by winston

Posted: 07 Dec 2016 04:04 PM PST

How to hack your biology and be in the zone every single day

Source: Daily Crux

http://thecrux.com/how-to-hack-your-bio ... ingle-day/

Miscellaneous :: Re: Life 27 (Oct 16 - Dec 16) :: Reply by winston

Posted: 07 Dec 2016 04:23 PM PST

What's the connection between one's thoughts, actions and righteousness in daily living?

Your life should be marked by discipline and morality, wherever you live. Lead your life in consonance with the command of your conscience. Your actions should remain the same, whether observed or unobserved, noticed or unnoticed.

Though it is hard to restrain your mind, it can be diverted. When the mind steeped in the secular world is diverted toward Divinity, it gains in moral strength. The mind steeped in the worldly matters makes you a prisoner of the world, whereas a mind steeped in the Divine liberates you.

Your heart is the lock and your mind is the key. When you turn the key to the left, it locks. But if you turn it right, it unlocks. It is the turning of the key that makes the difference. Hence your mind is the cause for your liberation and bondage.

What then is liberation? It is not an air-conditioned mansion, but a state devoid of delusion.

- Summer Roses on Blue Mountains 1996, Ch 1.

Majesty and morality lie in diverting your mind from the world to the Divine. This action will help both your spiritual progress and prosperity.

Source: radiosai.org

Stock Market Best-Kept Secrets

Stock Market Best-Kept Secrets


Parkson Retail - Intraday 1000 lots, Sold 0.137 Day High

Posted: 07 Dec 2016 11:12 PM PST






Saw Parkson retail yesterday last minute after it ran up and told myself that today I will watch this counter diligently so that I have a chance to enter. Started to accumulate the stocks since morning till noon and got in 1000 lots at average price of 0.1315. I also posted what I saw in Parkson in my private forum so that for those students who learnt from me, they know how to see collections, flushes, etc themselves. From the way how the BBs collect the scripts to slowly absorbing more shares, it was all detailed in the chart.




Parkson then flew to a high of 0.137 where I unloaded 500 lots there and another 500 at a lower price. Overall it's a good intraday trade of $4000+ where simple observation makes $. It's currently trading at 0.133/0.134 now after I unloaded!! Looking forward for the next stock. Join me next Tuesday to learn more about stocks.

Eventbrite - Last FREE Sharing workshop. Register now

Ronald K - Market Psychologist - A Stock Market Opportunist

CNMC Goldmine - 300 Lots, $4000 Profits

Posted: 07 Dec 2016 08:48 PM PST






Finished another CNMC Goldmine trade. The stock broke out today which could mean that the market might be coming down for the time being. Long on Tuesday and since today it broke out today, it would be wise to sell and take profits. The stock is still bullish in my opinion and looking for the next turning point for the next entry. :)

Eventbrite - Last FREE Sharing workshop. Register now

Ronald K - Market Psychologist - A Stock Market Opportunist

Nico Steel^ - 1000 lots at 0.021

Posted: 07 Dec 2016 07:06 PM PST





Nico Steel broke out today with high volume. I was wondering if the big boys is in and indeed I believe they are. Shouldn't have chased but itchy fingers and still commit the mistake of chasing. The stock is now trading at 0.022/0.023 which I also believe there were some support for the stock. As for whether will it trend higher, I will need to monitor closely until the trend breaks. The penny season might be here. Watch closely.

Eventbrite - Last FREE Sharing workshop. Register now

Ronald K - Market Psychologist - A Stock Market Opportunist

Penny Stocks - Penny Season?

Posted: 07 Dec 2016 06:03 PM PST




A lot of penny stocks started to run last minute near closing yesterday. It seemed as though many of them had a nice breakout and because the Dow was up +297 points last evening, many stocks gap up and many used the opportunity to lock in $. However some stocks still perform will others took a breather. 2 -3 hours later from now will be a wiser choice to check back these penny stocks again. It could be a penny season in the making.

Eventbrite - Last FREE Sharing workshop. Register now

Ronald K - Market Psychologist - A Stock Market Opportunist

Del Monte - Small Profits Secured

Posted: 07 Dec 2016 04:43 PM PST



Secured Del Monte at 0.355 which is not bad after seeing today it tanked to a low of 0.335. Long last week at 0.345 where the breakout happened. The breakout could not sustained at the high at 0.365 and then started to break down today. Made a mere $800 only but it's better than letting it drop and cutting loss now.

http://stockmarketmindgames.blogspot.sg/2016/11/del-monte-pac-100-lots-0345.html

Eventbrite - Last FREE Sharing workshop. Register now

Ronald K - Market Psychologist - A Stock Market Opportunist

SGX Yield Stocks

SGX Yield Stocks


December 2016

Posted: 07 Dec 2016 01:46 AM PST

 

STI = 2959.84 (+10.72)

Stock

Period

Mkt

DPS cts

Yield

EPS cts

PE

Div Breakdown

SGX

FY16 (Jun)

$7.350

28.00

3.810%

32.60

22.55

Q1, Q2, Q3 5ct ; Q4 5ct +8ct

SingPost

FY16 (Mar)

$1.470

7.00

4.762%

10.86

13.54

Q1, Q2, Q3 1.5ct ; Q4 2.5ct

SPH

FY16 (Aug)

$3.670

18.00

4.905%

16.00

22.94

Interim 7ct ; Final 8ct + Special 3ct

 

 

Aviation Services

Stock

Period

Mkt

DPS cts

Yield

EPS cts

PE

Div Breakdown

SATS

FY16 (Mar)

$4.750

15.00

3.158%

19.90

23.87

Interim 5ct ; Final 10ct

SIA Engineering

FY16 (Mar)

$3.420

14.00

4.094%

15.74

21.73

Interim 6ct ; Final 8ct

ST Engineering

FY15 (Dec)

$3.360

15.00

4.464%

17.05

19.71

Interim 5ct ; Final 5ct + Special 5ct

 

 

Transport

Stock

Period

Mkt

DPS cts

Yield

EPS cts

PE

Div Breakdown

SBSTransit

FY15 (Dec)

$2.100

2.70

1.286%

5.41

38.82

Interim 1.65ctct ; Final 1.05ct

ComfortDelGro

FY15 (Dec)

$2.590

9.00

3.475%

14.07

18.41

Interim 4ct ; Final 5ct

Note : SMRT delisted wef 19-Oct-16

 

TELCO

Stock

Period

Mkt

DPS cts

Yield

EPS cts

PE

Div Breakdown

SingTel

FY16 (Mar)

$3.780

17.50

4.630%

24.29

15.56

Interim 6.8ct ; Final 10.7ct

M1

FY15 (Dec)

$1.990

15.30

7.688%

19.10

10.42

Interim 7ct ; Final 8.3ct

StarHub

FY15 (Dec)

$2.920

20.00

6.849%

21.50

13.58

Q1 5ct ; Q2 5ct ; Q3 5ct ; Q4 5ct

 

 

Banking & Finance

Stock

Period

Mkt

NBV

DPS

Yield

EPS

PE

Div Breakdown

DBS

9M16 (Sep)

$18.32

$18.54

$0.60

3.275%

$1.900

10.96

Interim 30ct ; Final 30ct

FY15 (Dec)

$15.82

$1.710

10.71

OCBC

9M16 (Sep)

$9.30

$8.31

$0.36

3.871%

$0.851

10.93

Interim 18ct ; Final 18ct

FY15 (Dec)

$8.03

$0.952

9.77

UOB

9M16 (Sep)

$20.83

$18.54

$0.70

3.361%

$1.900

10.96

Interim 35ct ; Special Anniversay 20ct ; Final 35ct

FY15 (Dec)

$17.84

$1.940

10.74

Hong Leong Fin

9M16 (Sep)

$2.20

$3.79

$0.11

5.000%

$0.1153

19.08

Interim 4ct ; Final 7ct

FY15 (Dec)

$3.80

$0.1642

13.40

Note : Banks Added from May-16 ; EPS are Annualised Figures ; DPS + Breakdown are FY15 Figures

 

 

Infrastructure

Stock

Period

Mkt

DPS cts

Yield

NAV

Div Breakdown

AusNetServices

2H – Mar16

$1.535

A4.265

5.878%

A$0.82

1H16 A4.265ct ; 2H16 A4.265ct

* SPAus DPU in A$. Yield is Calculated Using Latest Exchange Rate (A$1 : S$1.0577) fm Yahoo

NOTES :

  • Mkt Price is as on 7-Dec-16
  • SATSvcs 1H17 (Sep16) – Interim 6ct
  • SingTel : 1H17 (Sep16) – Interim 6.8ct
  • SingPost : Q217 (Sep16) – 1ct ; Q117 (Jun16) – 1.5ct
  • SingPost : Dividend Guidance for FY17 (Mar) = 60% to 80% of Underlying Net Profitt
  • StarHub : Q316 (Sep) – 5ct ; Q216 (Jun) – 5ct ; Q116 (Mar) – 5ct
  • SIAEC : 1H17 (Sep16) – Interim 4ct
  • SGX : Q117 (Sep16) – 5ct ; Dividend Policy No Less than 5ct/Q or 80% of Annual NPAT, whichever is Higher
  • SPH : 2H16 (Aug) – Final 8ct + Special 3ct ; 1H16 (Feb) – Interim 7ct
  • HLFin : 1H15 (Jun) – 3ct
  • ST Engg : 1H16 (Jun) – 5ct
  • ComfortDelgro 1H15 (Jun) – 4.25ct
  • SBSTransit : 1H16 (Jun) – 2.35ct
  • AusNet : 1H16 (Sep15) – A4.265ct (Franked) ; 2H16 (Mar16) – A4.265ct (Franked)
  • SMRT : 2H16 (Mar16) – Final 2.5ct ; 1H16 (Sep15) – Interim 1.5ct
  • M1 : 2H15 (Dec) – Final 8.3ct ; 1H15 (Jun) – Interim 7ct
  • StarHub : FY16 Div Guidance – 5ct/Q
  • SPAus : FY16 Guidance = A8.53ct Gross
  • ST Engg : Dividend Payout Reduced from 90% to 80% for FY13 & Will Be Further Reduced to 75% from FY14
  • SingTel : Div Policy – 60% to 75% of Underlying Net Profit