05-11-2013, 12:36 PM
05-11-2013, 08:29 PM
Thank you bro DW.
I always visit your website (and others) posts in SGP and regional context.
Really appreciate your guesture of sharing.
I love ghchua too.
A Life not Reflected is a Life not Worth Living.
I always visit your website (and others) posts in SGP and regional context.
Really appreciate your guesture of sharing.
I love ghchua too.
A Life not Reflected is a Life not Worth Living.
06-11-2013, 10:02 PM
(05-11-2013, 08:29 PM)chialc88 Wrote: [ -> ]Thank you bro DW.
I always visit your website (and others) posts in SGP and regional context.
Really appreciate your guesture of sharing.
I love ghchua too.
A Life not Reflected is a Life not Worth Living.
Thanks for the support!
13-11-2013, 09:00 PM
Yr portfolio shrunk? Thanks for sharing. Keep up the good work.
13-11-2013, 09:42 PM
Nice portfolio!
Since head winds ahead and we are shifting gear into a slightly higher interest rate environment (where local banks are redeeming bonds)... And reits must phase out soon...
I thought we can look at companies that will benefit in sg's development in the next 5/10yrs...
A. New housing estates
B. Redevelopment of keppel terminal / free up land usage
C. Changi airport T4, T5
What comes to mind will be
A. Cement / raw material players
B. Structual steel players
... Any more to add?
Btw, I will avoid developers....their cycle is over for now
Since head winds ahead and we are shifting gear into a slightly higher interest rate environment (where local banks are redeeming bonds)... And reits must phase out soon...
I thought we can look at companies that will benefit in sg's development in the next 5/10yrs...
A. New housing estates
B. Redevelopment of keppel terminal / free up land usage
C. Changi airport T4, T5
What comes to mind will be
A. Cement / raw material players
B. Structual steel players
... Any more to add?
Btw, I will avoid developers....their cycle is over for now
23-11-2013, 01:21 PM
(13-11-2013, 09:00 PM)pianist Wrote: [ -> ]Yr portfolio shrunk? Thanks for sharing. Keep up the good work.
Yes. My paper gain has shrunk.
It was around $75k in Feb/March this year. However, after Ben Bernanke mentioned the word "taper" in June, the prices of REITs have fallen significantly.
23-11-2013, 02:03 PM
(13-11-2013, 09:42 PM)orangetea Wrote: [ -> ]Nice portfolio!
Since head winds ahead and we are shifting gear into a slightly higher interest rate environment (where local banks are redeeming bonds)... And reits must phase out soon...
I thought we can look at companies that will benefit in sg's development in the next 5/10yrs...
A. New housing estates
B. Redevelopment of keppel terminal / free up land usage
C. Changi airport T4, T5
What comes to mind will be
A. Cement / raw material players
B. Structual steel players
... Any more to add?
Btw, I will avoid developers....their cycle is over for now
Hi orangetea,
Thanks for the compliment.
I agree. Looking at the recently announced URA Masterplan, I am confident that Singapore will see lots of infrastructure developments over the next 20 years at least. So yes, in general, I agree that the cement/raw materials, steel companies will benefit. Maybe even crane/construction equipment companies too.
The development of Changi T4 & T5 will probably benefit SATS, SIA Eng and ST Aerospace in the long-term.
Another major theme from the Masterplan is the development of regional hubs such as Jurong Gateway and Woodlands. Could be beneficial for retail REITs.
23-11-2013, 03:31 PM
03-12-2013, 11:43 PM
12-12-2013, 12:35 AM