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Portfolio July 18 Post Reply Rate topic
josephyeo Elite	15-Nov-2018 11:15        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	All 4 counters in my Portfolio July 2018 reported higher profits. Chasen profit up 64.2 %. See below:   Chasen ............... HY' 18 ............ HY' 19 ........... Difference ... In % revenue 60990 64713 3723.0 6.1 net profit 1706 2802 1096.0 64.2
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josephyeo Elite	15-Nov-2018 09:37        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Singapore O& G profit up 40%. See below:   Singapore O& G ... 9M' 17 ................... 9M' 18 ................ Difference ..... In % Revenue 21955 25895 3940 17.9 Profit 6487 9124 2637 40.7
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josephyeo Elite	04-Nov-2018 13:44        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Excelpoint 3rd quarter result is out. See below:   Excelpoint (US$) .. 1Q-' 18 ....... 2Q-' 18 ....... 3Q-' 18 ....... 9M-' 18 ...... 9M-' 18 S$ revenue 272822 362221 349263 984306 1348499 net profit 1463 2206 2536 6205 8501             Excelpoint (US$) .. 9M-' 17 ........ 9M-' 18 ........ Difference .. In %   revenue 848870 984306 135436 16.0   net profit 5285 6205 920 17.4   Quarterly trend. Quarterly revenue trend ... up Quarter profit trend ... up 4th quarterly is normally a good quarter. Can expect a good full year result. 9 Months result comparison: Revenue up ... 16% Profit up ... 17.4% Other datas (in S$): 1. NTA ... 87.7 cts (S$) 2. Current price ... 60.0 cts 3. Capitalisation ... S$71.1 mil 4. 9 month profit ... S$8.5 mil 5. 9 month p/e ... 8.36 X 6 Trailing full year p/e ... 5.9 X 7. Dividend yield ... 7.5% assuming same dividend declared as in 2017 Excelpoint is one of the 4 companies in my Portfolio July 2018. For info only ... dyodd.
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josephyeo Elite	01-Nov-2018 23:10        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Update on Portfolio July 2018. The past 4 months (July to October) had been difficlt months for the stock market, with so much volatility n uncertainties ... trade war, rising interest rates, currency issues, fear of a major crash etc etc. Glad its over n hope that the months ahead will be more stable n less volatile. My portfolio, Portfolio July 2018, has performed not too badly. It has a tiny profit of $66 over an investment of $200,000.00 or a gain of 0.03%. This compares quite favorably against the ST. Index which dropped by 6.8% (from 3238.9 to 3018.8) and Catalist Index which dropped by 15.9% (from 394.0 to 331.3) for the same period July to Oct. As posted earlier, the portfolio was based on 4 main criterias - value, growth, dividend and safety. Value is taken to mean low price earning ratio. Growth means the company is showing improvement in revenue n profit. And each stock should have a dividend yield of 4% minimum. Safety come from the low valuation, dividend yield and growth. Trailing p/e 1. Excelpoint 5.7 X 2. Singapore O& G 15.3 X 3. ISEC 17.4 X 4. Chasen 4.6 X Note: ISEC n Singapore O& G are in the healthcare sector which normally command a higher p/e Dividend yield 1. Excelpoint 7.75 % (4.5 cts / 58.0 cts x 100) 2. Singapore O& G 5.3 % (1.8 cts / 34 cts x100) 3. ISEC 5.2 % (1.5 cts / 29 cts x 100) 4. Chasen 4.0 % (0.3 cts / 7.4 cts x 100) As seen from above, the 4 stocks meet the 4 criterias of  value, growth, dividend n safety. I am keenly looking forward to the 3rd quarter results should be out in the next 2 weeks. Above are for info only. Its intended for those who follow my posting. Pls dyodd.
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josephyeo Elite	30-Oct-2018 09:21        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Hi qwertyuiopoo, below is an interesting write up on Ausgroup in NextInsight:   AUSGROUP: More lithium-related projects to come?
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josephyeo Elite	29-Oct-2018 08:48        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Hi qwertyuiopoo, yes i am still holding Ausgroup. I believe its worth more than what it is today so long as the bottom line don' t falter. As for JEP, I had exited quite long ago as i felt that it was over valued w a trailing p/e of 90 X. Take care n all the best! qwertyuiop00      ( Date: 29-Oct-2018 00:26) Posted: Hi Joseph, are you still holding Ausgroup and JEP? Can share your views on these 2 stocks? Thanks!
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qwertyuiop00 Veteran	29-Oct-2018 00:26        qwertyuiop00 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi Joseph, are you still holding Ausgroup and JEP? Can share your views on these 2 stocks? Thanks!
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josephyeo Elite	23-Oct-2018 13:15        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Article from Investingnote on : https://www.investingnote.com/posts/1074742
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FrancisLim Elite	17-Oct-2018 08:55        FrancisLim About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi Joseph Thanks for sharing.  Will do DYD. Also, will look at its gearing and what portion is foreign ccy.   josephyeo      ( Date: 17-Oct-2018 08:25) Posted: Hi FrancisLim, I went back to Lippo Mall for these reasons: 1. its the biggest retail mall trust in Indonesia 2. Indonesia is one of the fastest growing economy in Asean 3. Indonesia has a huge n growing middle class which is good for retail malls 4. dividend yield for Lippo Mall last financial year is 13 plus pecent. Current year dividend yield is expected to be above 10%. I am expecting a full year payout of 2.8% which give a yield of 11% ... 2.8 cts/25.5 cts The stock.s recent weakness was due mainly to 1. currency weakness ie rupiah 2. imposition of tax of 10% which drove the down the dpu. 3. fear of currency crisis as seen in Venezuela n Turkey I believe these negatives issues are already in the stock price. Above are just my thoughts n i could be wrong. Take care ...   FrancisLim      ( Date: 16-Oct-2018 10:59) Posted: Hi Joseph Can share your view on Lippo Mall?
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josephyeo Elite	17-Oct-2018 08:25        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Hi FrancisLim, I went back to Lippo Mall for these reasons: 1. its the biggest retail mall trust in Indonesia 2. Indonesia is one of the fastest growing economy in Asean 3. Indonesia has a huge n growing middle class which is good for retail malls 4. dividend yield for Lippo Mall last financial year is 13 plus pecent. Current year dividend yield is expected to be above 10%. I am expecting a full year payout of 2.8% which give a yield of 11% ... 2.8 cts/25.5 cts The stock.s recent weakness was due mainly to 1. currency weakness ie rupiah 2. imposition of tax of 10% which drove the down the dpu. 3. fear of currency crisis as seen in Venezuela n Turkey I believe these negatives issues are already in the stock price. Above are just my thoughts n i could be wrong. Take care ...   FrancisLim      ( Date: 16-Oct-2018 10:59) Posted: Hi Joseph Can share your view on Lippo Mall?
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FrancisLim Elite	16-Oct-2018 10:59        FrancisLim About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi Joseph Can share your view on Lippo Mall?
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josephyeo Elite	16-Oct-2018 07:21        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Despite the difficult market situation, the portfolio has produced a profit of 3.2%. After some analysis, i have decided to increase my portfolio size from S$200,000 to S$250,000 with purchase of 200,000 shares of Lippo Mall at 24.5 cts. Below is my current portfolio : 1. Excelpoint 112,000 2. Singapore O& G 180,000 3. Lippo Mall 200,000 4. Chasen 480,000 5. ISEC 112,000 Above portfolio is estimated to give a dividend yield of around 5.5%. This implies that even if the share price doesnt go up I will still be able to get a return of 5.5% Pls note ... above is not the actual size of my portfolio. Above is only a reflection of the ratio of amount invested in each counter, Fyi only ...
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josephyeo Elite	15-Oct-2018 01:55        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Below are some details on profits:   Excelpoint (US$)   Profit comparison 2015 against 2017   Profit up 85.9% from US$4.4 mil to US$8.1 mil   Profit comparison 1st half 2017 against 1st half 2018   Profit up 32.8% from US$2.8 mil to US$3.7 mil     ISEC   Profit comparison 2015 against 2017   Profit up 186.5% from S$2.8 mil to S$7.9 mil   Profit comparison 1st half 2017 against 1st half 2018   Profit up 22.0% from $3.6 mil to $4.4 mil     Singapore O& G   Profit comparison 2015 against 2017   Profit up 59.2% from S$5.3 mil to S$8.5 mil   Profit comparison 1st half 2017 against 1st half 2018   Profit up 50.4% from $4.1 mil to $6.2 mil     Chasen Holding   Profit comparison 2017 against 2018   Profit up 111.3% from S$2.6 mil to S$5.5 mil   Profit comparison 1st quarter 2018 against 1st quarter 2019   Profit up 97% from $0.75 mil to $1.5 mil For info only ... dyodd josephyeo      ( Date: 15-Oct-2018 00:01) Posted: A check on my Portfolio July 2018 performance. The past few months were difficult months for the stock market. This cummulated with a market " crash" in the 2nd week of Oct. At date of post the ST. Index was down 0.9% and Catalist Index was down 8.78% from July ' 18 to 12 Oct. My portfolio is up by 3.2%, slightly lower than the 3.78% registered on 2nd Oct. but is better than both indices. 2 July to 12 Oct ST down 0.9% Catalist down 8.78% Portfolio July 2018 up 3.2% As mentioned in earlier post the stocks picked for the portfolio have these common criterias - Growth, Value, Dividend n Safety. To date the story line has not changed. The reporting season is just round the cornor n i am expecting these 4 stocks to continue to show improved profit as shown in the last few quarters. So long as the profit growth is there, I believe .... the profit for the Portfolio July 2018 will trend higher. Details below: Company ................. Quantity ........ Price ............. current value .. excelpoint 112000 0.610 68320 sing o& g 180000 0.34 61200 chasen 480000 0.078 37440 isec 112000 0.300 33600 cash     2160       202720 dividend rec' d     3745.6 total     206465.6 amount invested     200000 profit/loss     6465.6 returns in %     3.23         dividends rec' d ........ interim/final . no of shrs ...... amount ......... sing o& g 0.008 120000 960.0 chasen 0.003 480000 1440.0 isec 0.0078 112000 873.6 lippo mall tr 0.0059 80000 472.0 total     3745.6 For info only --- dyodd
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josephyeo Elite	15-Oct-2018 00:01        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	A check on my Portfolio July 2018 performance. The past few months were difficult months for the stock market. This cummulated with a market " crash" in the 2nd week of Oct. At date of post the ST. Index was down 0.9% and Catalist Index was down 8.78% from July ' 18 to 12 Oct. My portfolio is up by 3.2%, slightly lower than the 3.78% registered on 2nd Oct. but is better than both indices. 2 July to 12 Oct ST down 0.9% Catalist down 8.78% Portfolio July 2018 up 3.2% As mentioned in earlier post the stocks picked for the portfolio have these common criterias - Growth, Value, Dividend n Safety. To date the story line has not changed. The reporting season is just round the cornor n i am expecting these 4 stocks to continue to show improved profit as shown in the last few quarters. So long as the profit growth is there, I believe .... the profit for the Portfolio July 2018 will trend higher. Details below: Company ................. Quantity ........ Price ............. current value .. excelpoint 112000 0.610 68320 sing o& g 180000 0.34 61200 chasen 480000 0.078 37440 isec 112000 0.300 33600 cash     2160       202720 dividend rec' d     3745.6 total     206465.6 amount invested     200000 profit/loss     6465.6 returns in %     3.23         dividends rec' d ........ interim/final . no of shrs ...... amount ......... sing o& g 0.008 120000 960.0 chasen 0.003 480000 1440.0 isec 0.0078 112000 873.6 lippo mall tr 0.0059 80000 472.0 total     3745.6 For info only --- dyodd
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josephyeo Elite	02-Oct-2018 16:41        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Below are details of Portfolio July 2018:   Company ................. Quantity ........ Price ............. current value .. excelpoint 112000 0.605 67760 sing o& g 180000 0.355 63900 chasen 480000 0.077 36960 isec 112000 0.295 33040 cash     2160       203820 dividend rec' d     3745.6 total     207565.6 amount invested     200000 profit/loss     7565.6 returns in %     3.78         dividends rec' d ........ interim/final . no of shrs ...... amount ......... sing o& g 0.008 120000 960.0 chasen 0.003 480000 1440.0 isec 0.0078 112000 873.6 lippo mall tr 0.0059 80000 472.0 total     3745.6
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josephyeo Elite	02-Oct-2018 09:10        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Update on Portfolio July 2018 performance   The portfolio started with S$200.000.00 on 2nd July 2018. As of today, the portfolio shows a profit of S$7,565.60 or 3.78%. The profit is inclusive of dividends received.   The 3.78% compares quite favourable to the ST INDEX which is up 0.4% (from 3238.94 to 3252.22) and Catalist Index which is down 8.98% (from 394.00 to 358.6) for the same period.   Portfolio started with 5 counters. Along the way Lippo Mall Trust was disposed off at 29 cts due to weakening currency and imposition of tax by the goverment. This affected the dpu. The money received from the sales was used to buy 60,000 shares of Singapore O& G Current portfolio is down to 4 counters of which a larger portion is allocated to Excelpoint and Singapore O& G.   There is no change in the story line of the 4 counters. All have more or less the same reasons. These are: 1. growth 2. under valued 3. pay good dividends. Average dividends for the portfolio is above 6% 4. safety ... refer to earlier posting in July   Conclusion: Am expecting 2nd half to be better.
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josephyeo Elite	20-Sep-2018 13:51        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Excelpoint is 1 of the 4 companies in my Portfolio July 2018. Currently trading at 60 cts. This gives a yield of 7.5% and a trailing p/e of 5.9 X.
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josephyeo Elite	18-Sep-2018 20:33        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Update on performance. Since the date of my post the Straits Time Index has dropped from 3238.94 to 3139.3, a drop of 99.64 points or 3.0% Thye Catalist Index faired worst dropping from 394 to 359.12, a drop of 34.8 points or 8.8% Relative to the index , my portfolio has performed fairly.  It registers a gain of 2.37% inclusive of dividends. The portfoilio has gone through a difficult period in August. I believe it will do even better in the 2nd half so long as the profit n revenue trend continue. Just sharing ... dyodd
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josephyeo Elite	11-Sep-2018 17:07        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Share w you some figures on SOC, ISEC n Singmed. See below:   Company ................... Trailing p/e ..... Dividend yield . Cash (X1000) ...         Singapore O& G 15.5 5.2 18.2         ISEC 17.7 5.0 26         Singapore Medical 18.4 0 12.9 Healthcare companies normally command higher p/e. Just sharing ... dyodd
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josephyeo Elite	07-Sep-2018 09:31        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	These 2 companies are trading near it' s 52 weeks low: 1. Excelpoint     52 weeks low 59 cts. High 76 cts.     Current trailing p/e 5.9X     Dividend yield - 7.5% based on dividend of 4.5 cts n current price of 60.0 cts. 2. Singapore O& G       52 weeks low 32.5 cts. High 54.5 cts.       Current trailing p/e 15.7X       Dividend yield around 5.1% based on higher interim dividend declared n price of 35.0 cts. Just sharing ... dyodd
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