Buy @ $1.685
Partially done again! Out-jumped by others during 5pm matching…. 😀
FCOT @ $1.47
ARA @ $1.68
AIMSAMPReit @ $1.465
AIMSAMPReit @ $1.4733
Buy @ $1.475, $1.47
Results were out before mkt opened. Looks good with DPU = 2.83ct vs 2.77ct last Q. But, looks like this expected improvement may have been factored in as it'd risen from ~$1.435 during the last few days while I watched…
Try for Yield Rotation Play but can keep for longer term. It ranks 4th in Yield on my list of Industrial REITs, with better Gearing… 😀
Saizen @ $0.87
Buy @ $0.87
Collect back. Try for Yield Rotation Strategy as 1H results will be out on 11-Feb (AM). Am expecting DPU to remain at 3ct+ despite JPY being -11% lower from end-Jun '14 to end-Dec '14 as they have hedged JPY for the 1H DPU @ 81.9 vs 90.41 (end-Dec '14) vs 87.18 (now). But, NAV will likely be hit, my est. $1.085 vs $1.14 (Sep-14) vs $1.22 (Jun-14).
Going forward, chances of lower DPU for next Half (2H) is very high… will depend on their next DPU Hedge Rate (hv to chk fm next results annc)…. but positive signs are JPY had recovered a bit (~3.5%) since end-Dec '14 + latest MAS policy to stregthen S$ at a more gradual slope.
Anyway, try my luck for a short term bet… 😀
ARA @ $1.695
UMS @ $0.505
Sell @ $0.505
Take profit for my other recent buy which was intended for short term. Very funny… after 2 weeks of no +ve movement and once I started selling yesterday, it slowly came alive… Hit $0.515 hi today…. 😀
BB dropped below 1 from data released on 23-Jan but Billings & Bookings figures is much improved.
F&N @ $2.94
Sell @ $2.94
A spectacular recovery from $2.70, before + after they announced their renewal + extension of licensing agreement with Nestle for milk products recently. Finally hit profit zone for my lowest priced buy. Change of heart, very likely will be switching out of F&N if prices continue to strengthen before it xd on 3-Feb (Tue)…. but, also gives me an option to buy back if it hits $2.92 or lower… 😀