Buy @ $0.66. Buy back again 😀
Thomson @ $0.67
Thomson @ $0.665
Buy @ $0.665. Today, someone seems to be selling but can’t be directors as results are due soon. May not be able to match last year’s final DPS 1.2255ct as Thomson already paid quite a large div at mid-yr (DPS 1.5ct ; EPS 1.52ct). Still, I’m expecting EPS to be better than last year and DPS shld be at least 0.75ct – 1ct. 😀
PBankF @ RM10.80
Q307 Close
My portfolio (at cost) of S’pore stks for Q307 close,
The STI closed at 3706.23, +24.13% fm end 2006. Using cost as a ref, my portfolio stats (vs 2006),
- Size : +51.91%
- Realised Profit/Loss : +19.56% (Profits : +14.75% ; Div : +4.81%)
- Unrealised Profit/Loss : +27.04% (-1.13% if remove 2006 carry fwd)
- Net Portfolio Performance : 19.56% – 1.13% = 18.43%
So, 18.43% vs 24.13% (STI), worse than STI. If we remove the div component, then 13.62% vs 24.13% (STI) => grossly underperformed! .
Changes in portfolio (vs Q207),
- New Additions : AllCo
- Increases : SingFood, M1, SPH, CitySpring, Cambridge, ThomsonMed
- Decreases : MacCookPSF, SPAus, MacCookIREIT
- No Change : FirstREIT
- No More : SembMarine,