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Portfolio July 18 Post Reply Rate topic
josephyeo Elite	29-Jul-2018 17:03        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Some details on the 52 weeks low and high: 1. Chasen - low 6.0 cts high 9.9 cts 2. Excelpoint - low 59.0 cts high 75.9 cts 3. ISEC - low 26.5 cts, high 34.0 cts. 4. Lippo Mall Tr - low 30.5 cts high 46.5 cts 5. Singapore O& G - low 32.5 cts, high 54.5 cts josephyeo      ( Date: 29-Jul-2018 15:03) Posted: Lippo Mall Tr. has a different story. The reasons for its inclusion in my portfolio are: 1. excellent dividend yield of 10.79%. However, i am expecting a lower yield going forward due to a weakening currency n higher tax. The expected dividend is around 2.8 cts giving a yield of 8.9%. 2. exposure to the biggest economy in Asean. Indonesia is at present the biggest economy in Asean. 3. Exposure to a huge middle class, the biggest in Asean. Its expected to grow much bigger. 4. Exposure to the biggest retail trust in Indonesia. Lippo Mall is currently the number 1. 5. Indonesia is a growing economy n it will take quite a number of years before it is matured. This means that they are still lots of growth in Indonesia. 6. Its currently trading near its 52 weeks low of 31.5 cts. The 52 weeks low is 30.5 cts. The high is 46.5 cts. I believe that Lippo Mall has a lot of rooms to move forward in the coming years. Personally, I am intending to hold the stocks for a few years n collecting dividends in the meantime. Above views are personal n i am just sharing.   josephyeo      ( Date: 28-Jul-2018 14:35) Posted: Portfolio July ' 18             Company ......... Quantity ...... Price ........... amt invested .. div per shr ... div total ...... div yield lippo mall tr 80000 0.315 25200 0.034 2720 10.79 excelpoint 112000 0.610 68320 0.045 5040 7.38 chasen 480000 0.068 32640 0.003 1440 4.41 sing o& g 120000 0.345 41400 0.015 1800 4.35 isec 112000 0.290 32480 0.012 1344 4.14 cash     -40             200000   12344 6.17   Above is my portfolio starting July 2018. This portfolio is intended for those who follow my postings n in response to those who ask me about how i go about picking my stocks. Stocks selected for the portfolio need to meet 4 criterias. These are: 1. value 2. growth 3. dividend 4. safety 1 Value. For value the price earning ratio is used as a measure. In the above portfolio Excelpoint has a p/e of 6.8 Chasen has a p/e of 5.0 ISEC, a p/e of 19 and Singapore O& G, a p/e of 18.8. The median p/e in the Singapore market is around 20 X. ISEC and Singapore O& G have higher p/e as healthcare stocks are able to command higher p/e, often above 30 X. 2. Growth Reflects improving top n bottom line.   Excelpoint revenue grow from US$828.2 mil to US$1,146.3 mil, an improvement of 38.4% And profit improved from US$4.3 mil to US$8.1, an improvement of 85.9%. For financial year 2015 to 2017. Chasen' s revenue grow from $106 mil to $127 mil, an improvement of 20.4%. Whereas profit jumped from $2.6 mil to $5.5 mil an improvement of 111.3%. For financial year 2017 vs 2018 ISEC revenue grew from $26.7 mil to 36.9 mil, an improvement of 38.5%. Profit jumped from $2.76 to $7.9 mil, an impressive improvement of 286.5%. For financial year 2015 vs 2017. Singapore O& G revenue grew from $16.4 mil to $29.9 mil an improvement of 82.2%. Profit grew from $5.3 mil to $8.5 mil an improcement of 59.2% for financial year 2015 vs 2017 3. Dividends Dividend used is based on the latest financial year. Future dividends declared may not necessarily be the same ... could be higher or lower. For the above portfolio i was looking at a dividend yield for the portfolio of not less than 5%. 4. Safety As most of the stocks are close to 52 weeks low, are under valued and show growth potential, the risks in investing in these stocks would be low. In fact 2 of the companies ie ISEC and Singapore O& G have excellent balance sheet. Both companies have no debts. ISEC has a cash horde $27mil and Singapore O& G $19.9 mil. Above are not to be taken as a call to buy or sell. It is intended for sharing. In the stock market there is no perfect call. Sometime you got it right. Another time you may got it wrong. Your own analysis n conclusions are important.
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josephyeo Elite	29-Jul-2018 16:58        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Ausgroup - am still holding some. My main hold are in the portfolio 2018 Berani      ( Date: 29-Jul-2018 15:28) Posted: i thought u r AUS supporter? josephyeo      ( Date: 29-Jul-2018 15:03) Posted: Lippo Mall Tr. has a different story. The reasons for its inclusion in my portfolio are: 1. excellent dividend yield of 10.79%. However, i am expecting a lower yield going forward due to a weakening currency n higher tax. The expected dividend is around 2.8 cts giving a yield of 8.9%. 2. exposure to the biggest economy in Asean. Indonesia is at present the biggest economy in Asean. 3. Exposure to a huge middle class, the biggest in Asean. Its expected to grow much bigger. 4. Exposure to the biggest retail trust in Indonesia. Lippo Mall is currently the number 1. 5. Indonesia is a growing economy n it will take quite a number of years before it is matured. This means that they are still lots of growth in Indonesia. 6. Its currently trading near its 52 weeks low of 31.5 cts. The 52 weeks low is 30.5 cts. The high is 46.5 cts. I believe that Lippo Mall has a lot of rooms to move forward in the coming years. Personally, I am intending to hold the stocks for a few years n collecting dividends in the meantime. Above views are personal n i am just sharing.
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Berani Elite	29-Jul-2018 15:28        Berani About Contact  Quote this Post!
x 0   x 0  Alert Admin	i thought u r AUS supporter? josephyeo      ( Date: 29-Jul-2018 15:03) Posted: Lippo Mall Tr. has a different story. The reasons for its inclusion in my portfolio are: 1. excellent dividend yield of 10.79%. However, i am expecting a lower yield going forward due to a weakening currency n higher tax. The expected dividend is around 2.8 cts giving a yield of 8.9%. 2. exposure to the biggest economy in Asean. Indonesia is at present the biggest economy in Asean. 3. Exposure to a huge middle class, the biggest in Asean. Its expected to grow much bigger. 4. Exposure to the biggest retail trust in Indonesia. Lippo Mall is currently the number 1. 5. Indonesia is a growing economy n it will take quite a number of years before it is matured. This means that they are still lots of growth in Indonesia. 6. Its currently trading near its 52 weeks low of 31.5 cts. The 52 weeks low is 30.5 cts. The high is 46.5 cts. I believe that Lippo Mall has a lot of rooms to move forward in the coming years. Personally, I am intending to hold the stocks for a few years n collecting dividends in the meantime. Above views are personal n i am just sharing.   josephyeo      ( Date: 28-Jul-2018 14:35) Posted: Portfolio July ' 18             Company ......... Quantity ...... Price ........... amt invested .. div per shr ... div total ...... div yield lippo mall tr 80000 0.315 25200 0.034 2720 10.79 excelpoint 112000 0.610 68320 0.045 5040 7.38 chasen 480000 0.068 32640 0.003 1440 4.41 sing o& g 120000 0.345 41400 0.015 1800 4.35 isec 112000 0.290 32480 0.012 1344 4.14 cash     -40             200000   12344 6.17   Above is my portfolio starting July 2018. This portfolio is intended for those who follow my postings n in response to those who ask me about how i go about picking my stocks. Stocks selected for the portfolio need to meet 4 criterias. These are: 1. value 2. growth 3. dividend 4. safety 1 Value. For value the price earning ratio is used as a measure. In the above portfolio Excelpoint has a p/e of 6.8 Chasen has a p/e of 5.0 ISEC, a p/e of 19 and Singapore O& G, a p/e of 18.8. The median p/e in the Singapore market is around 20 X. ISEC and Singapore O& G have higher p/e as healthcare stocks are able to command higher p/e, often above 30 X. 2. Growth Reflects improving top n bottom line.   Excelpoint revenue grow from US$828.2 mil to US$1,146.3 mil, an improvement of 38.4% And profit improved from US$4.3 mil to US$8.1, an improvement of 85.9%. For financial year 2015 to 2017. Chasen' s revenue grow from $106 mil to $127 mil, an improvement of 20.4%. Whereas profit jumped from $2.6 mil to $5.5 mil an improvement of 111.3%. For financial year 2017 vs 2018 ISEC revenue grew from $26.7 mil to 36.9 mil, an improvement of 38.5%. Profit jumped from $2.76 to $7.9 mil, an impressive improvement of 286.5%. For financial year 2015 vs 2017. Singapore O& G revenue grew from $16.4 mil to $29.9 mil an improvement of 82.2%. Profit grew from $5.3 mil to $8.5 mil an improcement of 59.2% for financial year 2015 vs 2017 3. Dividends Dividend used is based on the latest financial year. Future dividends declared may not necessarily be the same ... could be higher or lower. For the above portfolio i was looking at a dividend yield for the portfolio of not less than 5%. 4. Safety As most of the stocks are close to 52 weeks low, are under valued and show growth potential, the risks in investing in these stocks would be low. In fact 2 of the companies ie ISEC and Singapore O& G have excellent balance sheet. Both companies have no debts. ISEC has a cash horde $27mil and Singapore O& G $19.9 mil. Above are not to be taken as a call to buy or sell. It is intended for sharing. In the stock market there is no perfect call. Sometime you got it right. Another time you may got it wrong. Your own analysis n conclusions are important.
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josephyeo Elite	29-Jul-2018 15:03        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Lippo Mall Tr. has a different story. The reasons for its inclusion in my portfolio are: 1. excellent dividend yield of 10.79%. However, i am expecting a lower yield going forward due to a weakening currency n higher tax. The expected dividend is around 2.8 cts giving a yield of 8.9%. 2. exposure to the biggest economy in Asean. Indonesia is at present the biggest economy in Asean. 3. Exposure to a huge middle class, the biggest in Asean. Its expected to grow much bigger. 4. Exposure to the biggest retail trust in Indonesia. Lippo Mall is currently the number 1. 5. Indonesia is a growing economy n it will take quite a number of years before it is matured. This means that they are still lots of growth in Indonesia. 6. Its currently trading near its 52 weeks low of 31.5 cts. The 52 weeks low is 30.5 cts. The high is 46.5 cts. I believe that Lippo Mall has a lot of rooms to move forward in the coming years. Personally, I am intending to hold the stocks for a few years n collecting dividends in the meantime. Above views are personal n i am just sharing.   josephyeo      ( Date: 28-Jul-2018 14:35) Posted: Portfolio July ' 18             Company ......... Quantity ...... Price ........... amt invested .. div per shr ... div total ...... div yield lippo mall tr 80000 0.315 25200 0.034 2720 10.79 excelpoint 112000 0.610 68320 0.045 5040 7.38 chasen 480000 0.068 32640 0.003 1440 4.41 sing o& g 120000 0.345 41400 0.015 1800 4.35 isec 112000 0.290 32480 0.012 1344 4.14 cash     -40             200000   12344 6.17   Above is my portfolio starting July 2018. This portfolio is intended for those who follow my postings n in response to those who ask me about how i go about picking my stocks. Stocks selected for the portfolio need to meet 4 criterias. These are: 1. value 2. growth 3. dividend 4. safety 1 Value. For value the price earning ratio is used as a measure. In the above portfolio Excelpoint has a p/e of 6.8 Chasen has a p/e of 5.0 ISEC, a p/e of 19 and Singapore O& G, a p/e of 18.8. The median p/e in the Singapore market is around 20 X. ISEC and Singapore O& G have higher p/e as healthcare stocks are able to command higher p/e, often above 30 X. 2. Growth Reflects improving top n bottom line.   Excelpoint revenue grow from US$828.2 mil to US$1,146.3 mil, an improvement of 38.4% And profit improved from US$4.3 mil to US$8.1, an improvement of 85.9%. For financial year 2015 to 2017. Chasen' s revenue grow from $106 mil to $127 mil, an improvement of 20.4%. Whereas profit jumped from $2.6 mil to $5.5 mil an improvement of 111.3%. For financial year 2017 vs 2018 ISEC revenue grew from $26.7 mil to 36.9 mil, an improvement of 38.5%. Profit jumped from $2.76 to $7.9 mil, an impressive improvement of 286.5%. For financial year 2015 vs 2017. Singapore O& G revenue grew from $16.4 mil to $29.9 mil an improvement of 82.2%. Profit grew from $5.3 mil to $8.5 mil an improcement of 59.2% for financial year 2015 vs 2017 3. Dividends Dividend used is based on the latest financial year. Future dividends declared may not necessarily be the same ... could be higher or lower. For the above portfolio i was looking at a dividend yield for the portfolio of not less than 5%. 4. Safety As most of the stocks are close to 52 weeks low, are under valued and show growth potential, the risks in investing in these stocks would be low. In fact 2 of the companies ie ISEC and Singapore O& G have excellent balance sheet. Both companies have no debts. ISEC has a cash horde $27mil and Singapore O& G $19.9 mil. Above are not to be taken as a call to buy or sell. It is intended for sharing. In the stock market there is no perfect call. Sometime you got it right. Another time you may got it wrong. Your own analysis n conclusions are important.
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josephyeo Elite	29-Jul-2018 08:19        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	You are most welcome Keepfaith2018. Keepfaith2018      ( Date: 28-Jul-2018 17:55) Posted: Many thanks for sharing. Appreciate it.
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Keepfaith2018 Member	28-Jul-2018 17:55        Keepfaith2018 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Many thanks for sharing. Appreciate it.
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josephyeo Elite	28-Jul-2018 14:35        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Portfolio July ' 18             Company ......... Quantity ...... Price ........... amt invested .. div per shr ... div total ...... div yield lippo mall tr 80000 0.315 25200 0.034 2720 10.79 excelpoint 112000 0.610 68320 0.045 5040 7.38 chasen 480000 0.068 32640 0.003 1440 4.41 sing o& g 120000 0.345 41400 0.015 1800 4.35 isec 112000 0.290 32480 0.012 1344 4.14 cash     -40             200000   12344 6.17   Above is my portfolio starting July 2018. This portfolio is intended for those who follow my postings n in response to those who ask me about how i go about picking my stocks. Stocks selected for the portfolio need to meet 4 criterias. These are: 1. value 2. growth 3. dividend 4. safety 1 Value. For value the price earning ratio is used as a measure. In the above portfolio Excelpoint has a p/e of 6.8 Chasen has a p/e of 5.0 ISEC, a p/e of 19 and Singapore O& G, a p/e of 18.8. The median p/e in the Singapore market is around 20 X. ISEC and Singapore O& G have higher p/e as healthcare stocks are able to command higher p/e, often above 30 X. 2. Growth Reflects improving top n bottom line.   Excelpoint revenue grow from US$828.2 mil to US$1,146.3 mil, an improvement of 38.4% And profit improved from US$4.3 mil to US$8.1, an improvement of 85.9%. For financial year 2015 to 2017. Chasen' s revenue grow from $106 mil to $127 mil, an improvement of 20.4%. Whereas profit jumped from $2.6 mil to $5.5 mil an improvement of 111.3%. For financial year 2017 vs 2018 ISEC revenue grew from $26.7 mil to 36.9 mil, an improvement of 38.5%. Profit jumped from $2.76 to $7.9 mil, an impressive improvement of 286.5%. For financial year 2015 vs 2017. Singapore O& G revenue grew from $16.4 mil to $29.9 mil an improvement of 82.2%. Profit grew from $5.3 mil to $8.5 mil an improcement of 59.2% for financial year 2015 vs 2017 3. Dividends Dividend used is based on the latest financial year. Future dividends declared may not necessarily be the same ... could be higher or lower. For the above portfolio i was looking at a dividend yield for the portfolio of not less than 5%. 4. Safety As most of the stocks are close to 52 weeks low, are under valued and show growth potential, the risks in investing in these stocks would be low. In fact 2 of the companies ie ISEC and Singapore O& G have excellent balance sheet. Both companies have no debts. ISEC has a cash horde $27mil and Singapore O& G $19.9 mil. Above are not to be taken as a call to buy or sell. It is intended for sharing. In the stock market there is no perfect call. Sometime you got it right. Another time you may got it wrong. Your own analysis n conclusions are important.
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