Tuesday, March 31, 2020

ST Eng - Staying Above The Last Bottom

ST Engineering like all other stocks trying to stay above last bottom.

This is a great fundamental stocks, best time to accumulate if you have spare cash to hold and collect dividends for a few years while you wait for recovery.

Dividend Summary

Dynamically calculated using last done price (3.12) on date (31/03/2020)

YearTotal AmountYield %
20190.154.81
20180.154.81
20170.154.81


Monday, March 30, 2020

Sasseur Reit - Stabalize After China Reopen Business

Sasseur Reit trying to find its bottom after China reopen its business.


Sunday, March 29, 2020

SIA- Temasek To The Rescue

After Temasek announce to help SIA, the price jump up the next day, however on the 2nd day, bearishness start to appear and seems like may go south again soon.


Saturday, March 28, 2020

STI - Need To Stay Above Previous Low

STI is in a bit of bullish mood, if it can stay above the previous low, then the bull are winning.   Need to monitor next week price action.


Friday, March 27, 2020

Keppel Corp - Price Action Stablizing

Keppel Corporation price action looks cools and stablizing.  Didn't fall much after the appearance of the big bullish bar.  If it can continue with a higher low, then it will slowly move higher.


Thursday, March 26, 2020

Mapletree Log - Found The Bottom

Seem like Mapletree Logistics have found the bottom at around 1.25. 

This is a great reit with good fundamental and you can collect dividends of around 5% while you wait for the market to recover. 

Dividend Summary

Dynamically calculated using last done price (1.54) on date (26/03/2020)

YearTotal AmountYield %
20190.0885.72
20180.0795.11
20170.0734.76


Wednesday, March 25, 2020

Netlink NBN Trust - Bouncing Back Fast

Netlink NBN Trust bouncing back and close at 0.895.  Business trusts with good fundamental are the ones that recover fast.

Dynamically calculated using last done price (0.895) on date (25/03/2020)

YearTotal AmountYield %
20190.0505.54
20180.0576.35


Tuesday, March 24, 2020

UOB - Sign of Bottom

Finally, many stocks like UOB got a very strong bullish bar today after Black Monday massive selling.  Not yet a bullish trend reversal but it means that the bottom is near, maybe another 10% drop.

Stock market like to jump down from extreme high and jump up from extreme low.

https://www.marketwatch.com/story/man-who-scored-big-wins-during-the-2008-financial-crisis-says-the-stock-market-could-be-near-a-bottom-if-us-gets-a-coronavirus-recovery-plan-2020-03-23?mod=MW_article_top_stories


Monday, March 23, 2020

OCBC - Another 52 Weeks Low

No price action change yet for OCBC.  Still going one way, that is DOWN.

Fundamental Investor : Time Averaging - Don't buy lump sum.

Technical trader : Shorting only


Sunday, March 22, 2020

DBS - Back To May 2017 Price

DBS back to around May 2017 price in less than 2 weeks where it took around 3 years to reached the high price of around 30 SGD.  Now is clearly a recession price for many stocks.


Saturday, March 21, 2020

STI - No Reverse Gear in Sight Yet

Fed cut interest rate, US and Eurpose introduce more fiscaly policy into the market but why the stock market did not move an inch?

Simply because people cannot go out to spend, all their travelling, buying and entertainment demand all confine inside the house.  Once the pandemic start to stabilize, eventually would, the world economy is going to explode all at one go.


Friday, March 20, 2020

Mapletree Ind - Qualtiy Reit Ripe for Batch Buying

The COVID-19 have help to press the RESET button for reits which now dividend make more sense.

A bullish bar appear today with high volume, this means that many investors are seeing that it make more business sense to buy some now instead of waiting longer.  Once the crises is over, price jump up very fast especially for quality reits like the Mapletree family managed by Temasek holdings.

It was reported that the famous Warren Buffett has started his first batch of buying.  I think he is seeing some value in the current price as the Dow have fallen almost 10,000 points.

https://www.ccn.com/the-dow-is-rallying-as-warren-buffett-buys-the-stock-market-dip/?fbclid=IwAR1hsububgf-nT2feTNMr7ubqbr1ItUnUmAfhj1_pwIwiOf-RajI1U61-Yo

Dividend Summary

Dynamically calculated using last done price (2.10) on date (20/03/2020)

YearTotal AmountYield %
20190.1215.75
20180.1095.17
20170.1266.01


Thursday, March 19, 2020

Genting SP - Short Genting Worth 6 Times More

DLC SG5xShort Genting now worth almost 6 times more that its parent shares Genting SP which close at 0.51

DLC Shorts are making money but be careful as their price are now very high.  You look at shorts in the reverse way, the lower it goes means, the more money shortist makes.  Its not for everyone as your mind need to think in a reverse way.  I think CFD shorts are a better play now but be careful as the shorts had already reach new high almost every few days (means new lows).  Smart monies like to turn the market when they make all retail investor think a certain way.


Wednesday, March 18, 2020

Capitaland - Testing New Low

Capitaland is in a bearish trend, testing new low every few days.

Technical trader: Shorting only

Fundamental investor: Don't by lump sum, Average purchases by Batch or Time.


Tuesday, March 17, 2020

Mapletree Com - Back to Jan 2019

Mapletree Commercial is now back to its Jan 2019 price level.  If you got spare cash to hold for a few years, now maybe the best time to buy using time averaging.


Monday, March 16, 2020

Fed Rate Moves - More Should Be Done To Control COVID-19

I do agree the fiscal policy and interest rate reduction to help business are important.  However, Europe and US should be doing what China had done, build temporary hospitals, get more people tested and quarantine them to stop the spreading.  That will calm the market down.  Too bad Europe and US decision maker are taking things slow and easy until it now over-spread.


Genting SP - Short Seller in Control

Genting SP falling as short seller are in control of the market.  Every stock chart looks similiar.

If you are not short selling, don't enter now till the COVID-19 stabilize.


ComfortDelGro - Less People Taking Taxi

ComfortDelGro taxi already tough due to competitiion from the 2 G.  Plus the Corona virus, business had worsen.


Lendlease Reit - Facing Selling Pressures

Lendlease Reit like all other S-Reits are facing selling pressures.


Sunday, March 15, 2020

20 Stocks that Banked Net Institutional Inflows on 9-10 March

The majority of the 20 stocks were REITs & Tech Manufacturers, also amongst the strongest segments of the past 3 years. Four of the stocks were among the STI’s 10 least performers in 2019, and one provided one of the STI’s strongest reports in the recent quarterly earnings. 

The 20 stocks are tabled below and sort according to the highest net institutional inflow between 9 and 10 March proportionate to market capitalisation (i.e. Net Institutional flow/Market Capitalisation). 
Stock
SGX Code
Mkt Cap S$M
2020 YTD Total Return
%
Three Year Total Return %
Net Institutional Inflow (Excl. MM/LP on 9-10 March
S$M
SINGAPORE EXCHANGE
S68
9,837
4.6
38.3
38.7
AEM HOLDINGS
AWX
532
-3.0
589.2
1.2
MAPLETREE COMMERCIAL TRUST
N2IU
7,475
-4.7
79.4
13.3
UMS HOLDINGS
558
451
-18.4
65.4
0.6
MAPLETREE INDUSTRIAL TRUST
ME8U
6,559
16.0
112.3
8.4
ASCENDAS REAL ESTATE INV TRT
A17U
12,085
13.7
62.0
14.1
SINGAPORE PRESS HOLDINGS
T39
2,981
-14.2
-37.6
3.2
MANULIFE US REAL ESTATE INV
BTOU
2,177
4.4
56.0
2.0
VENTURE CORP
V03
4,718
0.9
68.4
3.1
CAPITALAND COMMERCIAL TRUST
C61U
7,608
0.8
52.2
4.8
MAPLETREE NORTH ASIA COMMERC
RW0U
3,599
-1.2
42.9
2.0
GENTING SINGAPORE
G13
8,928
-19.6
-18.7
3.8
SINGAPORE TECH ENGINEERING
S63
12,803
4.3
26.9
5.2
FRASERS LOGISTICS & INDUSTRI
BUOU
2,782
-0.8
59.1
1.1
CROMWELL EUROPEAN REIT
CNNU
2,009
0.2
9.5
0.7
YANGZIJIANG SHIPBUILDING
BS6
3,409
-22.3
-13.1
1.1
ASCOTT RESIDENCE TRUST
HMN
3,453
-13.1
23.4
1.0
CAPITALAND MALL TRUST
C38U
8,746
-2.5
43.0
1.3
WILMAR INTERNATIONAL
F34
24,362
-6.8
16.3
3.6
JARDINE STRATEGIC HLDGS
J37
39,439
-13.7
-33.7
2.3
Average


-3.8
62.1

Median


-1.8
43.0

 Source: SGX, StockFacts, Bloomberg , Thomson Reuters (Data as of 10 March 2020)

SingMedical - Health Stock in Downtrend

Not all health care stocks goes up, SingMedical happen to be in a long-term downtrend.  So, better check the chart before you buy.

Singapore Medical Group Limited is engaged in the operation of medical clinics and provision of general medical services and investment holdings. The Company operates through three segments. Its Health Business segment consists of general ophthalmological services, such as implantable contact lens and cataract surgery; orthopedic services, including treatments for joint and cartilage injuries; oncology services, including the prevention, diagnosis and treatment of cancer; obstetrical and gynecological services, which caters to the wellness of women; otolaryngology services; dermatology services, and general medicine and health screening services.


HMI - Maintian Its Uptrend

HMI a health care stock was able to maintain its uptrend.


Hong Leong Finance - Support Broken without Hesitation

Hong Leong Finance support broken to new low level without hesitiation on Black Friday March 13 2020.


Sing Inv & Fin - Continuous Six Bearish Bar

Singapore Investment and Finance falls together with STI with continuous six bearish bar


Pandemic - Impact of SARS - Similarity

The things the world need to do to eliminate this Pandemic is the same as SARS.
Finally US had take serious action against this Pandemic.  It takes time but eventually it will be resolve.  If the Spain flu from 1918 to 1920 can be elimiate when the world have less medical resources, why not the COVID-19?

However in terms of scale, speed and scrope, this is Corona virus is much bigger, so it may require more effort, time and resources.  Lets fight together to get rid of it no matter what.


Saturday, March 14, 2020

STI ETF - Very Volatile Week Trend Still Down

Many countries implemented fiscal policy to try and save the economy.  FED even cut interet rates.

Think all measures can only temporary boost the market except a coronavirus vaccine.

Keep your money on hold first as market no sign of turning yet even though it end Friday the 13 with a bullish bar.


Dow Jones up 1985 Points and Fear Index




Short Sell Executed on March 13 2020

Source: SGX

Security               ShortSaleVolume     Curr     ShortSaleValue
$ Amplefield Ltd       100000              SGD      2820
$ AsiaPhos             100000              SGD      1400
$ Clearbridge          5400                SGD      621
$ GKE                  50000               SGD      2550
$ GSS Energy           168000              SGD      9679.2
$ HC Surgical          700                 SGD      314
$ IPS Securex          1903500             SGD      123448.1
$ Jumbo                9100                SGD      2093
$ Medtecs Intl         460000              SGD      39630
$ OEL                  400000              SGD      6100
$ Old Chang Kee        1600                SGD      1064
$ Rex Intl             7897000             SGD      942228.2
$ SingMedical          100                 SGD      24
$ Trendlines           330400              SGD      27825.9
$ UG Healthcare        186600              SGD      37323
$ Wilton Resources     300000              SGD      8160
AEI^                   1900                SGD      1411
AEM                    1354800             SGD      2249382
AIMS APAC Reit         27300               SGD      33703
ARA HTrust USD         15500               USD      7283
ASTI^                  140000              SGD      3300
Accordia Golf Tr       1100                SGD      599.5
Ascendas Reit          5466200             SGD      16129110
Ascendas-iTrust        87700               SGD      106397
Ascott Trust           266100              SGD      251926.5
Asian Pay Tv Tr        65600               SGD      8034.2
BHG Retail Reit        100                 SGD      52
Baker Technology       700                 SGD      203
Banyan Tree            800                 SGD      232
Bonvests               700                 SGD      679
Boustead               4200                SGD      2540.5
Bukit Sembawang        31682               SGD      125909.8
Bumitama Agri          67800               SGD      28645.5
CDL HTrust             657400              SGD      726291
CEI                    800                 SGD      730
COSCO SHP SG           411700              SGD      74301.8
CSE Global             59000               SGD      24616
Cache Log Trust        58800               SGD      33781.5
CapitaCom Trust        2476400             SGD      4384663
CapitaLand             5163800             SGD      16001187
CapitaMall Trust       3339500             SGD      7208009
CapitaR China Tr       370000              SGD      452422
Centurion              1600                SGD      633
Challenger             5200                SGD      2392
China Aviation         154900              SGD      134480.5
China Everbright       139000              SGD      34462
ChinaSunsine           27600               SGD      8203.5
Chip Eng Seng          565600              SGD      296136
CityDev                993400              SGD      8068621
ComfortDelGro          3302400             SGD      5573581
Creative               1500                SGD      2770
CromwellReit EUR       88500               EUR      34515
CromwellReit SGD       19800               SGD      12177
DBS                    2386200             SGD      46039464
DairyFarm USD          279700              USD      1095721
Dasin Retail Tr        200                 SGD      156
Delfi                  76600               SGD      65218
Dyna-Mac               139000              SGD      13189.9
ESR-REIT               1470000             SGD      625918.5
Eagle HTrust USD       20800               USD      5606
F & N                  100                 SGD      143
Far East HTrust        384100              SGD      193453
Far East Orchard       2400                SGD      2520
First Reit             14600               SGD      11115.5
First Resources        78800               SGD      99119
Frasers Com Tr         19200               SGD      26584
Frasers Cpt Tr         390800              SGD      995556
Frasers HTrust         171600              SGD      88066.5
Frasers L&I Tr         4658800             SGD      4883064
Frasers Property       18700               SGD      23919
Frencken               63700               SGD      42648.5
G K Goh                1000                SGD      717
Gallant Venture        11300               SGD      1310.5
Genting Sing           5426600             SGD      3593837
Golden Agri-Res        2773100             SGD      438179.1
Great Eastern          4300                SGD      81629
GuocoLand              117300              SGD      182354
HPH Trust USD          422600              USD      45151.8
HPL                    100                 SGD      305
HRnetGroup             25600               SGD      12012.5
Halcyon Agri           2500                SGD      950
Haw Par                28700               SGD      299962
Hi-P                   588000              SGD      472876.5
Hiap Hoe               1100                SGD      808.5
Ho Bee Land            14300               SGD      30039
Hong Leong Asia        200                 SGD      82
Hong Leong Fin         44100               SGD      104253
HongkongLand USD       1642200             USD      7299333
Hotel Grand            1400                SGD      1414
IFAST                  4700                SGD      3844
IREIT Global           600                 SGD      396.5
Indofood Agri          200                 SGD      57
Interra Resource^      210400              SGD      8415.9
JMH USD                232100              USD      11520656
JSH USD                141051              USD      3338363.39
Japfa                  349900              SGD      168111.5
Jardine C&C            224732              SGD      5000812.68
Keong Hong             4400                SGD      1595
Kep Infra Tr           4294900             SGD      1926431
Keppel Corp            2392500             SGD      12193696
Keppel DC Reit         1627000             SGD      3363202
Keppel Reit            5752000             SGD      6343398
Koufu                  59300               SGD      36862.5
LHT                    1000                SGD      470
Leader Env^            120000              SGD      7180
Lendlease Reit         50900               SGD      32184
Lian Beng              40000               SGD      16877.5
Lippo Malls Tr         511900              SGD      85997.9
MM2 Asia               11900               SGD      1777.6
Man Oriental USD       56900               USD      81936
ManulifeReit USD       298900              USD      254884
Mapletree Com Tr       5860700             SGD      11819181
Mapletree Ind Tr       2914800             SGD      7628029
Mapletree Log Tr       1885400             SGD      3211911
Mapletree NAC Tr       5812500             SGD      5693902
Metro                  7500                SGD      5353
MindChamps             3600                SGD      948
NSL                    800                 SGD      570
NetLink NBN Tr         346100              SGD      305644.5
Nordic                 3000                SGD      690
OCBC Bank              3575900             SGD      32046986
OUE                    130400              SGD      158388
OUE Com Reit           123600              SGD      47915.5
Olam Intl              99800               SGD      150329
Overseas Edu           13400               SGD      3886
Oxley                  350000              SGD      82128.5
PEC                    3400                SGD      1632
PNE Industries         4300                SGD      3227
Pacific Century        800                 SGD      233
ParkwayLife Reit       22700               SGD      72075
Penguin Intl           5100                SGD      2295
Perennial Hldgs        2700                SGD      1201.5
Prime US ReitUSD       99700               USD      80746.5
PropNex                6100                SGD      2989
Q&M Dental             26900               SGD      11598.5
QAF                    5700                SGD      4047
Raffles Medical        230500              SGD      195980
Riverstone             117200              SGD      110736
Roxy-Pacific           12300               SGD      4018
SATS                   2290700             SGD      8291350
SBS Transit            3800                SGD      11083
SGX                    3125000             SGD      26200425
SIA                    1851300             SGD      13100143
SIA Engineering        86200               SGD      167318
SPH                    3268300             SGD      6084012
SPHREIT                568200              SGD      517590
ST Engineering         3264700             SGD      11841314
Sabana Reit            2500                SGD      882.5
Sasseur Reit           39000               SGD      25434
Sembcorp Ind           3671600             SGD      5904382
Sembcorp Marine        2732000             SGD      2138656
Sheng Siong            36300               SGD      40470
Silverlake Axis        110800              SGD      28869.5
Sing Inv & Fin         1000                SGD      1260
SingHoldings           200                 SGD      70.5
SingPost               629600              SGD      418522
Singtel                4008000             SGD      10470131
Singtel 10             5010                SGD      13326.4
SoilbuildBizReit       143600              SGD      56330.5
Spura Finance          800                 SGD      632
Stamford Land          1200                SGD      472.5
StarHub                258100              SGD      358342
StarhillGbl Reit       280000              SGD      163019
Straco                 1600                SGD      786
Straits Trading        2800                SGD      4856
Sunningdale Tech       5100                SGD      5099
Sunpower               27400               SGD      11353
Suntec Reit            3035800             SGD      4564456
ThaiBev                861800              SGD      559588.5
TheHourGlass           3400                SGD      2130
Thomson Medical        351900              SGD      14281.2
Tianjin ZX USD         3500                USD      2183.5
Tiong Woon             2700                SGD      1093.5
Tuan Sing              500                 SGD      116.5
UIC                    6300                SGD      15211
UMS                    104600              SGD      76086.5
UOB                    926200              SGD      18537955
UOB Kay Hian           6000                SGD      6840
UOL                    1117150             SGD      7321254.5
Uni-Asia Grp           2000                SGD      980
VICOM                  5500                SGD      41508
Valuetronics           69100               SGD      36212
Venture                1140600             SGD      17573321
Wilmar Intl            2480800             SGD      8339316
Winas                  2000                SGD      16
Wing Tai               112600              SGD      196805
YZJ Shipbldg SGD       8306700             SGD      6521948.5
Yanlord Land           536200              SGD      530927
Yeo Hiap Seng          500                 SGD      407.5
Ying Li Intl           1400                SGD      126
Yoma Strategic         255200              SGD      52095
                                                    
                       ===========================================
                       TOTAL               EUR      34515
                                           SGD      362523732.88
                                           USD      23731864.19

Exchange Traded Funds Bond Trading Summary for Feb 2020


12 Year of Bull Run on Massive National Debt


Friday, March 13, 2020

KLW - Substantial Shareholder Buy Back

Substantial Shareholder Buy Back and appear in the Top 30 volume.

KLW Holdings Limited is an investment holding company. The Company's businesses include door manufacturing and distribution, and property investments and developments. The Company operates through three segments: Investment, Door business and Property business. 


UOL - Strong Bullish Bar with High Volume

Wow, UOL got a strong bullish bar today with high volume.  May be discharged soon.


Singapore Stock Investment Research