Half year review


 Half year alr can do a review on my stocks.


China Construction Bank: Low valuation high dividend, highest roe among the big4 banks in China. Need to worry about China property market, subjected to do national service for ccp. (HOLDING)


Genting Sing: On recovery, ongoing expansion of USS (HOLDING)


ComfortDelGro: Based on personal experience, bus and mrt ridership increasing, more taxis around and returning of tourists. Still very Low valuation compare to pre covid (HOLDING/ADD)


SPHREIT: Sponsor cfm not delisting, business recovering and tourist coming back.Low debt, good yield (HOLDING)


MINT: solid sponsor and track record. SG manufacturing increases by 50% by 2030. Strong story for sg industrial. Need to take note of US DC occupancy rate. Good Yield.

(HOLDING/ADD)


UOB: solid business, acquisition of citi bank in south east Asia, good growth and yield (HOLDING/ADD <1pb and >5% yield)


FCT: strong moat, good business, below 1 PB Low valuation and good yield. (ADD)


CICT: strong moat, good business, fair valuation and yield.(HOLDING/ADD)


STE: strong moat and growth, High roe. High valuation (HOLDING)


Areit: strong moat, good business. Growth story of sg manufacturing increase 50% by 2030. Good yield (ADD)


LL reit: good business, high yield.(HOLDING/ADD)


Prime Us reit: high yield, Low valuation, avg business outlook (MONITOR/SELL)




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