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Showing posts from December, 2014

Teen to another Teen , Your question , My answer .

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Hi in another segment of my diary , i've turned legal age to go and purchase a bottle of red/white (Those who don't get this , wait for the answer in another 3 years, you'll understand , eventually . )


  All right , let's begin proper.



So in a Facebook post , i asked my friends what they would like to see me write about and Branson Lee said
"The different approaches you make before making a buy  the things you consider etc"


For starters , my approach or rather rationale for this way of me investing is simple. Don't pick or go and whack counters that you know that with your holding in it , you'll toss and turn around in bed , in my dialect , it's called "koon bway loh" , so for those that are thinking of doing this kind of move , think again. 




MAKE SURE YOU CAN SLEEP AT NIGHT , 
and SOUNDLY TOO!




Before i make any move , i'll do these 4 steps . 


1) Eyes open big big , legs don't shake.


 People may ask why look at the corporate structure ?…

How to pick counters ! Same thing , go horland play ball don't come back with a vengeance hor!

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Hi Peeps




 Ken here, trying to remind you that the week is not over just yet.

For 2015 Q1-3 , please go source for counters that have the following 3 things , if you wanna drink kopi at starbucks , idk if they will have 1 for 1 for the non-seasonal drinks or not other than for their annual BOGO day -.-





1)

LOCAL Presence , whether physical , online , on cloud , on whatever , i don't bother too much with that , for me , what goes , goes.

(They better be number 1 or within the top 3 of their industry)  (不好就不要啦,就是那么简单。)







2)


CASH RICH , different people have different way of looking at this , but for me , look at the current assets on hand vs the outstanding liabilities or any loan(s) that are due soon.

[some counter pattern more than badminton la , don't know how many fellas they wanna borrow from, so better make sure got enuf firepower in the bank to support the war ah !]







3)

AMBITION , the counter's management better be those that open the eyes and ears big big one , try to have a c…

My Two REITs Pick for 2015 , if drop till horlan don't come gostan and scold me hor!

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Ok B4 i start i need to put a large disclaimer .

DISCLAIMER : I don't have any vested interest in REIT s . My rudimentary understanding of REITs consists of 5hrs and above of "research" .


So here it goes , small kid's picks for REITs 2015. (To be awfully honest , small kid isn't really keen on the thought of me owning half of a basin somewhere in bukit batok or something like that la -.- it's just me , i know ) so with my ranting done , let's go .



PROs of REITs  : Liquidity , leverage on the law of large numbers to purchase space :) , better yields from the dividends as compared to a typical share counter with similar price point ,  ** You get to own property!**

1) Mapletree Commercial Trust


Key Figures:


Current Price : SGD 1.43 / Share 
My Expected Share price by 3Q 2015 :
SGD 1.65 / Share
Div Yield : 5.44%  (Don't worry , not 444 la) **LOOK OUT for Third Party Acquisitions lo**     Look at the key tenants in its properties , look closely :p
This REIT why i pic…

2015 5 SGX Stock Picks ! (Kenna 4D or lose Toto not my fault leh)

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After a hot and steamy session of tea (what were you thinking of there?)

Small kid Ken is back with my picks for 2015 's SGX counters albeit some of the counters here i might not be able to afford :P

Small kid will also do a bit of a short analysis on why i picked these counters out of the many many in sgx .

So here goes!


1) Haw Par Corp 

(Cause i watched the moodiacork drama and found that the $$ is here )

Got $$ to park in the bank? Park it here instead .

Current price : 8.53 SGD / Share

Div Yield : 2.3% (Still better than your FD :P )

Enterprise Value to Debt Value:  

SGD 1267.6M VS SGD 43.4M -.- 
(Yea , check it out , don't know if i'll even have that amount in the bank in 100yrs)
No la , it is because , who doesn't know this god-like remedy for aches? I mean seriously la , rain or shine someone somewhere in this world is aching ma , so they will definitely need this !

This is for those finance peeps out there , look at the amount of $$ the company is sitting around with…

Just a simple note

Hi There



   Lazy Ken is back again :) Have been busy with exams, business plans and matters coming into a giant snowball , now that the ice has melted , time for me to swim lor! BTW a strange idea popped into my mind the other day , don't think i'll do it though, this blog is just for entertainment purposes , don;t think i'll commercialize it :p  I'll just keep it as a small kid talking rubbish about the world of finance :) Hehe








Till next time

K

Future of local football ^ ^

Hi Peeps



  Boring Ken is back again , just wanted to share some exp on a ride i had in a cab earlier. I met with a u12 coach (Soccer) and we started chatting, he told me about some of the challenges faced with the local sporting arena (eg. not enuf exposure to new media etc.) and i got interested , i mean , i'm a Singaporean and we aren't quitters, we're doers ! I told him i'll figure out a path where by his magazine can be published, with his football academy in the making... Wish myself success (fingers crossed) will be talking to a web designer friend of mine later!





Regards
K






Ps. if you're bored, can go and like my FB page KG Bullion Pte Ltd? [got regular updates on Precious Metals, financial markets too :) ]