Ascendas reit
Order filled
500@2.55
Assuming 0.156 of dividends, at 2.60 will be 6%.
Manage to lower my avg cost to 2.697
Looking to add more cict and fct.
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. (AD...
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