木吉蒂
木吉蒂
暂无个人介绍
IP属地:未知
5关注
26粉丝
0主题
0勋章
avatar木吉蒂
2021-05-06
$SINGAPORE PRESS HLDGS LTD(T39.SI)$https://links.sgx.com/1.0.0/corporate-announcements/AYO9VPTD5YJANBTE/2d18acb8678a6fc7fe3b60ffebbff571ce07ffd2a734b5736d39f100d31b3524
avatar木吉蒂
2021-05-07
$SINGAPORE PRESS HLDGS LTD(T39.SI)$OBSERVATIONS •SPH becomes a mostly Property co after removing Media biz •Besides their stake in SPHREIT, they have assets in Nursing Homes, Student Hostels in UK & M1 stake • For a quick projection using SPHREIT DPU trend as reference,Assuming SPH 2H Div also increase to 3ct (Total 3+3ct),Yield = 4% @ $1.50 (Current Yield 2.67% @ Div = 1+3 ct)NAV (after removing Media biz) = $2.08 ie ~25% discountCOMMENTS • Yield is NOT attractive vs REITs • Good discount to NAV but likely the norm for Property Co
avatar木吉蒂
2021-04-14
They can also half again & again & again... [疑问] 
抱歉,原内容已删除
avatar木吉蒂
2021-03-27
BRK bought (1) & (2), already put in my watchlist
抱歉,原内容已删除
avatar木吉蒂
2021-05-13
In 5 years, meaning ~+10% a year. Quite realistic, given their  continued growth coming from Cloud biz
抱歉,原内容已删除
avatar木吉蒂
2021-04-12
$Bank of America(BAC)$My best ever returns! But cos it's free [鬼脸] 
avatar木吉蒂
2021-06-09
China shows the way on what to expect when the western countries get their pandemic under control
抱歉,原内容已删除
avatar木吉蒂
2021-05-27
Sounds more like Gambling than Investing [疑问] 
抱歉,原内容已删除
avatar木吉蒂
2021-05-09
Good riddance to Trump!
抱歉,原内容已删除
avatar木吉蒂
2021-04-25
Yes, prices too high for retail investors with no access to fractional shares.
抱歉,原内容已删除

去老虎APP查看更多动态