木吉蒂
木吉蒂
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avatar木吉蒂
2021-05-06
$SINGAPORE PRESS HLDGS LTD(T39.SI)$https://links.sgx.com/1.0.0/corporate-announcements/AYO9VPTD5YJANBTE/2d18acb8678a6fc7fe3b60ffebbff571ce07ffd2a734b5736d39f100d31b3524
avatar木吉蒂
2021-05-07
$SINGAPORE PRESS HLDGS LTD(T39.SI)$OBSERVATIONS •SPH becomes a mostly Property co after removing Media biz •Besides their stake in SPHREIT, they have assets in Nursing Homes, Student Hostels in UK & M1 stake • For a quick projection using SPHREIT DPU trend as reference,Assuming SPH 2H Div also increase to 3ct (Total 3+3ct),Yield = 4% @ $1.50 (Current Yield 2.67% @ Div = 1+3 ct)NAV (after removing Media biz) = $2.08 ie ~25% discountCOMMENTS • Yield is NOT attractive vs REITs • Good discount to NAV but likely the norm for Property Co
avatar木吉蒂
2021-04-14
Using '% off year hi' is a risky selection criteria. Using the PE as a first screening criteria may be a better approach, followed by more detailed research
The 24 Most-Hated Stocks in the S&P 500, and Why You Should Love Them
avatar木吉蒂
2021-03-27
BRK bought (1) & (2), already put in my watchlist
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avatar木吉蒂
2021-05-14
In 5 years, meaning ~+10% a year. Quite realistic, given their  continued growth coming from Cloud biz
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avatar木吉蒂
2021-06-09
China shows the way on what to expect when the western countries get their pandemic under control
China May PPI +9.0% y/y, CPI up 1.3%
avatar木吉蒂
2021-05-10
Good riddance to Trump!
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avatar木吉蒂
2021-04-18
UPDATE 1-Japanese PM, Pfizer CEO discuss delivery of additional vaccine doses in 2021 to Japan
avatar木吉蒂
2021-04-01
Quickly take profit 1st
Prepare For 3 Things: Big Government, Huge Boondoggles, Massive Taxes
avatar木吉蒂
2022-08-18
[Like] 
After 2,240% Run, Tesla Visionary Leaves UK Fund Bleeding Money

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