Sold:
ARA Asset Management - 400 shares @ $1.82 in Phillip Unit Share Market (19 Jan 2011)
- I have earlier sold off 2000 shares @ $1.80 last week on 13 Jan 2011 as listed in Trades for the week 10 Jan - 14 Jan 2011.
Entry: Nov 2007, 2000 shares @ $1.15 (during IPO)
Exit: Jan 2011, 2400 shares (including 400 bonus shares received on 10 May 2010)
Period of holding: 3years 3months
Gain from sale: $1989.56
% Gain: 86.4%
Dividends received: $315.40
Total Gain: $2304.96
% Total Gain: 100.1%
Sunpower - 5000 shares @ $0.47 (21 Jan 2011)
Entry: Feb 2007, 5000 shares @ $0.40
Exit: Jan 2011, 5000 shares @ $0.47
Period of holding: 3years 11months
Gain from sale: $297.49
% Gain: 14.67%
Dividends received: Nil
Total Gain: $297.49
% Total Gain: 14.67%
Selling the above 2 counters is part of my plan in consolidating my portfolio. Although I did not manage to sell off at the day or week high, I'm satisfied by the returns generated.
Friday, January 21, 2011
Sunday, January 16, 2011
Trades for the week 10 Jan - 14 Jan 2011
Bought:
Starhill Global Reit - 11000 shares @ $0.65 (14 Jan 2011) - SRS Account
GLP (Global Logistics Property) - 1000 shares @ $2.14 (14 Jan 2011) - CPFIS-OA
Sold:
ARA Asset Management - 2000 shares @ $1.80 (13 Jan 2011)
- I've been holding this counter (at IPO price of $1.15) since its IPO in Nov 2007. And I still have 400shares which will need to be sold via Phillip Unit Share Market. The gains, together with the dividends received, will thus be updated after I sold off this 400shares.
I've been looking at Starhill Global Reit for quite some time. With a dividend yield of 6% & NAV of $0.89, I find it suitable for my SRS investments as I'm looking to grow my SRS account via growth/dividend stocks.
Only having about $2600 left in my CPF OA stock investment limits, I narrow down to a few counters, namely GLP, CapitaMalls Asia & UOB-KayHian. CapitaMalls Asia doesn't seem to have much downside as it have been trading at $1.8+ for a while and the current price is still below the IPO price and much below the peak after the IPO. However, I'm already holding this counter in my cash investment. For UOB-KayHian, the price has went up since the announcement of MayBank buying over Kim Eng. Eventually, i chose GLP as I believe the exposure to the logistics property sector in China & Japan will only grow in time and will not have as much risk as the residential property sector which is present in CapitaMalls Asia.
I'm currently holding quite a few counters in all my investments especially in my cash portfolio. Therefore, I'm planning to consolidate some of these and sell off those that have run up more in the recent bull run & especially those which I hold less than 5 lots. ARA fits into this quite nicely and its price went up from $1.5+ to $1.8+ during these few weeks. If I can sell off the remaining 400shares, the gain should be around 100% , including dividends received, in about 3years 2months.
Background of Starhill Global Reit
Portfolio comprised 13 properties (primarily for retail and office purposes) in Singapore, Malaysia, Australia, Japan and China.
Properties are Wisma Atria and Ngee Ann City on Orchard Road in Singapore, Starhill Gallery and Lot 10 in Kuala Lumpur, Malaysia, full ownership of a premier retail property in Chengdu, China, seven properties in the prime areas of Tokyo, Japan and the David Jones Building in Perth, Australia.
Portfolio value of S$2.6 billion approximately.
Dividend Yield of 6.108% (based on last done price of $0.65)
Background of GLP
Market leader in modern logistics facilities in two of Asia’s largest economies, China and Japan.
Owns, manages and leases out an extensive network of 296 completed properties within 122 integrated parks spread across 25 major cities in China and Japan. The properties are strategically located within key logistics hubs, transportation hubs or industrial zones in the greater metropolitan areas of China and Japan, such as Shanghai, Tianjin, Guangzhou, Tokyo and Osaka.
Listed in Singapore Exchange recently in Oct 2010.
Starhill Global Reit - 11000 shares @ $0.65 (14 Jan 2011) - SRS Account
GLP (Global Logistics Property) - 1000 shares @ $2.14 (14 Jan 2011) - CPFIS-OA
Sold:
ARA Asset Management - 2000 shares @ $1.80 (13 Jan 2011)
- I've been holding this counter (at IPO price of $1.15) since its IPO in Nov 2007. And I still have 400shares which will need to be sold via Phillip Unit Share Market. The gains, together with the dividends received, will thus be updated after I sold off this 400shares.
I've been looking at Starhill Global Reit for quite some time. With a dividend yield of 6% & NAV of $0.89, I find it suitable for my SRS investments as I'm looking to grow my SRS account via growth/dividend stocks.
Only having about $2600 left in my CPF OA stock investment limits, I narrow down to a few counters, namely GLP, CapitaMalls Asia & UOB-KayHian. CapitaMalls Asia doesn't seem to have much downside as it have been trading at $1.8+ for a while and the current price is still below the IPO price and much below the peak after the IPO. However, I'm already holding this counter in my cash investment. For UOB-KayHian, the price has went up since the announcement of MayBank buying over Kim Eng. Eventually, i chose GLP as I believe the exposure to the logistics property sector in China & Japan will only grow in time and will not have as much risk as the residential property sector which is present in CapitaMalls Asia.
I'm currently holding quite a few counters in all my investments especially in my cash portfolio. Therefore, I'm planning to consolidate some of these and sell off those that have run up more in the recent bull run & especially those which I hold less than 5 lots. ARA fits into this quite nicely and its price went up from $1.5+ to $1.8+ during these few weeks. If I can sell off the remaining 400shares, the gain should be around 100% , including dividends received, in about 3years 2months.
Background of Starhill Global Reit
Portfolio comprised 13 properties (primarily for retail and office purposes) in Singapore, Malaysia, Australia, Japan and China.
Properties are Wisma Atria and Ngee Ann City on Orchard Road in Singapore, Starhill Gallery and Lot 10 in Kuala Lumpur, Malaysia, full ownership of a premier retail property in Chengdu, China, seven properties in the prime areas of Tokyo, Japan and the David Jones Building in Perth, Australia.
Portfolio value of S$2.6 billion approximately.
Dividend Yield of 6.108% (based on last done price of $0.65)
Background of GLP
Market leader in modern logistics facilities in two of Asia’s largest economies, China and Japan.
Owns, manages and leases out an extensive network of 296 completed properties within 122 integrated parks spread across 25 major cities in China and Japan. The properties are strategically located within key logistics hubs, transportation hubs or industrial zones in the greater metropolitan areas of China and Japan, such as Shanghai, Tianjin, Guangzhou, Tokyo and Osaka.
Listed in Singapore Exchange recently in Oct 2010.
Saturday, January 8, 2011
Trades for the week 03 Jan - 07 Jan 2011
Bought:
AIMS AMP Capital Industrial Reit - 10000 shares @ $0.22 (07 Jan 2011)
Background of AIMSAMPIREIT
Portfolio comprised 27 industrial properties, 26 of which are located throughout Singapore and one in Saitama, Tokyo, Japan.
Portfolio value of S$800 million approximately.
Diversified across the following key industrial subsectors: warehouse and logistics, manufacturing, business and office park and research and technology. The properties house a tenant base of international and local companies engaged in a wide range of economic activity, including construction and engineering, food and beverage, consumer goods, pharmaceuticals, oil and gas, information technology and logistics.
Dividend Yield of 7.21% (based on last done price of $0.22)
AIMS AMP Capital Industrial Reit - 10000 shares @ $0.22 (07 Jan 2011)
Background of AIMSAMPIREIT
Portfolio comprised 27 industrial properties, 26 of which are located throughout Singapore and one in Saitama, Tokyo, Japan.
Portfolio value of S$800 million approximately.
Diversified across the following key industrial subsectors: warehouse and logistics, manufacturing, business and office park and research and technology. The properties house a tenant base of international and local companies engaged in a wide range of economic activity, including construction and engineering, food and beverage, consumer goods, pharmaceuticals, oil and gas, information technology and logistics.
Dividend Yield of 7.21% (based on last done price of $0.22)
Moving On in Relationships
I have been pondering since I read a blog on relationships & friendships a couple of weeks ago.
These are the two:
Why I Parted Ways With My Best Friend of 10 Years &
How I Moved On From A Heartbreak – Part-1: My Journey With Love.
The author of the blog is a life coach and was mentioned in several articles in the newspapers.
Well, I'm mentioning this here as I view kinship & friendship as priceless which no amount of dollars & cents can buy.
Both of the blog entries indeed give me a wider perspective on relationships & friendships.
For a relationship to work, both parties must be willing to compromise and self-sacrifice.
Similarly, to maintain a friendship, both have their own part too.
I do treasure the memories of my previous relationship. And I treasure the friendship that I fortunately have had over the years.
But if any of these always brings sadness, disappointments, troubled minds, regrets, then it will pose obstacles to one's progress in life.
Perhaps I should really think about these in my own life and move on.... and this might mean having to part ways with some...
These are the two:
Why I Parted Ways With My Best Friend of 10 Years &
How I Moved On From A Heartbreak – Part-1: My Journey With Love.
The author of the blog is a life coach and was mentioned in several articles in the newspapers.
Well, I'm mentioning this here as I view kinship & friendship as priceless which no amount of dollars & cents can buy.
Both of the blog entries indeed give me a wider perspective on relationships & friendships.
For a relationship to work, both parties must be willing to compromise and self-sacrifice.
Similarly, to maintain a friendship, both have their own part too.
I do treasure the memories of my previous relationship. And I treasure the friendship that I fortunately have had over the years.
But if any of these always brings sadness, disappointments, troubled minds, regrets, then it will pose obstacles to one's progress in life.
Perhaps I should really think about these in my own life and move on.... and this might mean having to part ways with some...
Saturday, January 1, 2011
Quarterly/Yearly Reports from Companies
It is well known that shareholders will receive the reports on a regular basis via postage, even if one only has 1 lot of shares.
Since a few years ago, I've been wondering why most companies are still printing the reports when it could be distributed via CDs.
I'm glad to share that the idea of distributing the reports to shareholders via CDs is beginning to be more common adopted. At least out of all those that I receive, CapitaLand, Yangzijiang, Frasers Commercial Trust have gone the green way. This should also cut down the costs in the reports distribution which will bring benefits to all the shareholders in the long run.
I hope we will see more of such in the near future!
Since a few years ago, I've been wondering why most companies are still printing the reports when it could be distributed via CDs.
I'm glad to share that the idea of distributing the reports to shareholders via CDs is beginning to be more common adopted. At least out of all those that I receive, CapitaLand, Yangzijiang, Frasers Commercial Trust have gone the green way. This should also cut down the costs in the reports distribution which will bring benefits to all the shareholders in the long run.
I hope we will see more of such in the near future!
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