Posts

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AIMSAMPReit @ $0.215

Buy @ $0.215. Throw in more money on one of my LOSERS. Results will be out later after market close. I'm taking a risk (that it may not perform to proforma rights figures and am hopeful that the high yield of 9.67% will provide me some support from further drops. 😀

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HLFin @ $3.0367

Buy @ $3.04 and $3.03. Buy back again. I'll likely hold till they announce their 2H results. Am expecting the DPS to be higher than 6ct of last year. 😀

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StarHub @ $2.56

Buy @ $2.56. Am taking risk here as Q410 results may see a flat EPS and the guidance for FY11 EPS may be lower. Seller '82' – MS. 😀

 

Time Price Trade size Type
16:25:04 2.560 7,000 Sell Down
16:21:13 2.570 8,000 Buy Up
16:21:13 2.570 6,000 Buy Up
16:21:12 2.560 369,000 Sell Down
16:20:16 2.570 1,000 Buy Up
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HLFin @ $3.10

Sell @ $3.08, $3.09, $3.11, $3.13. Everytime I queue to sell, it got done immdeiately. Quite amazing as all the Big 3 Banks were down today as market is jittery about the success of the PIIGS Government Bonds issues. Q310 results was disappointing vs record profits by the Big 3 Banks. Perhaps Q410 will be much improved and dividend payout will be increased? Anyway, I have a lot and have decided to pare down my stake. 😀

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K-Green @ $1.07

Buy @ $1.07. First BUY of the year, add to my collection. The first dividend payout will be for Dec-10 end, forecasted at 3.91ct (Half Year). Yield is only 7.31% @ $1.07. Seller '31' – DMG. 😀

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ComfortDelgro @ $1.63

Sell @ $1.63. My first trade of the year, let's take some profits! No more left, it was meant as a short term trade last time to ride on the dividend payout. The subsequent Q310 results was much better than I expected and many analysts upgraded this stock to a BUY. 🙂

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Q410 – Close

My portfolio (at cost) of S'pore stks for Q410 close,

 

Portfolio-Q410
 

The STI closed at 3190.04, +10.09% from end 2009. Using cost as a reference, my portfolio stats (vs 2009),

  • Size : +9.52%
  • Net Portfolio Performance At End-2009 Mkt Value (Excludes Thomson Profits) : 6.51% (Profits) + 6.05% (Div) = 12.57%

So, +12.57% vs +10.09% (STI), quite a good performance after the poor performance in 2009. I have not included the profits from Thomson Medical (General Offer from Peter Lim, which is not a repeatable event) as this would have skewed the results to >50%.

Changes in portfolio (vs Q310),

  • New Additions : Sabana
  • Increases : KGT, AIMSAMPIREIT, Cambridge, StarHub
  • Decreases : SPAusNet
  • No Change : CLT, HLFin  CitySpring, ComfortDelgro, SBSTransit, FrasersComm, GTC, Rickmers, MacCookPSF, SingPost, Thomson,  FSL, StarHill Gbl, SPH
  • No More : Thomson Medical
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Sabana @ $0.965

Buy @ $0.965. Add to my collection, may be short term till their first dividend in 31-Mar-11. Too bad I missed the lows of $0.93 as I was away for hols. Looking at the volume these days, either Moore had finished selling (but no further SGX announcements as they usually don't comply with SGX rules to announce within 24-48hrs) or the Fund Mgr had gone for Year End hols! 🙂