SingTel @ $3.19

Sell @ $3.19.

Contra off for some kopi-$$. Will trade on any opportunity due to market volatility from Euro crisis. Buyer CP '84' – UBS. 😀

HLFin @ $2.39

Sell @ $2.39.

Reduce my holdings further, but still at 23.3% of portfolio. Will continue to sell on it's way up till it's closer to 15%. Will also add back if it should drop back. 😀

STEng @ $3.06

Sell @ $3.06.

Yield = 5.065%, still above my target 5%. But, as market is not as strong as previously, I have decided to do some short term trades and take profit (kopi-$$ only) instead. Selling gives me the flexibility to buy back at target $3.03 (same as the ones I just sold) or lower. Next dividend will be for 1H (Jun) which was announced on 2-Aug last year for Div = 3ct (same since FY08).

Buyer CP = Macquarie. 😀

RafflesMed @ $2.18

Buy @ $2.18.

Add to my collection. Will likely trade in the short term as I have reached my short term target of 5% of portfolio, now 5.82%. Some analysts' reports are expecting the IHH (Parkway & Pantai is part of their portfolio) IPO expected in July at PE >30 will have spillover effect as RafflesMed PE = 22.95.

Seller CP '73' = Macquarie. 😀

SingTel @ $3.15

Buy @ $3.15.

Add more to my collection using Jump-Q routine to get 1ct lower. xd on 6-Aug for Div = 9ct is still a long way off. Target sell price is >$3.20 or even $3.3x when it's closer to xd date (assuming market is not too -ve).

Seller CP '40' – GS. 😀

SIAEC @ $3.94

Buy @ $3.94.

Add back to my portfolio. xd is on 23-Jul for Div = 15ct, should be good enough for a short term trade. If not, then hold for longer term for the Yield = 5.33%. 😀

HLFin @ $2.36

Sell @ $2.36.

Reduce my holding while market is still positive. It's still well below NAV = $3.67 but I'm starting to lose sleep as it's still 24.x% of my portfolio. 😀

 

MIIF @ $0.515

Buy @ $0.515.

Add back to my collection. The toll revision for HNE continues to keep the share price depressed. Take a short term bet here as next DPU payout will remain at 2.75ct for Jun. 😀

StarHub @ $3.34

Sell @ $3.34.

Reduce my holdings. Rather reluctant to sell but will buy back again if it drops below $3.25.  Yield just dropped below 6% (5.988%), I'll likely switch to SPH which gives slightly better yield.

Buyer CP '83' = CitiGroup. 😀

 

5:05PM

Sell @ $3.35.

Use Jump-Q at 5pm matching. Buyer CP '79' = JPM.

SPH @ $3.78

Buy @ $3.78.

Start to collect back, even tho' next Div results is some months away (Aug). Jump-Q during 5pm matching for 1ct lower. Seller CP = DMG & Daiwa. 😀