Dividend Investing
M1 Limited Third Quarter Results
M1 announces their set of results 2 days ago. The summary of my take on the results is as follows: Revenue was lower, net profit slightly higher Overall operating cash flow position much better than corresponding year Capital Expenditure was much higher due to spending $20 mil on spectrum purchase Short term debts higher as [...]
CapitaCommercial Trust Attractive at more than 7% yield Q3 FY2011
Commercial Offices Trusts are REITs that I seldom covered, but they have been beaten down pretty badly in this market. Checkout K-REIT, Suntec REIT, CapitaCommercial Trust and their prevailing yields. Why is it the industrial REITs, retail and healthcare REITs were able to held up much better than them? I believe the primarily reason are [...]
Identifying the Business Model of your Dividend Income Stock
When investing in stocks for their dividends it is important to know what you are getting yourself into. Some stocks on my dividend stock tracker looks to be screaming at you with 8%, 9% or 10% yield. You may fall into the trap that you will tell yourself:”If I purchase this stock no matter rain [...]
China Merchants buys new toll road; plans more acquisitions, placements
Jiang Yanfei, CEO of toll-road operator China Merchants Holdings (Pacific) (CMHP), is on a fundraising drive to finance the recently completed acquisition of the Yongtaiwen expressway in eastern China. It is the first time in seven years that the Mainboard listed company has made any acquisition, and Jiang says more such deals could be announced [...]
Macquarie International Infrastructure Fund (MIIF)’s a high yield attractive play currently
I decide to relook into MIIF, now that they have increase the stake in TBC and price have fallen 17%. Here are the notes: Taiwan Broadcasting Corp is out of the assets the best. Bought at a reasonable price. Doesn’t have a concession. This will contribute 50% to MIIF profits. Hua Nan Expressway is an [...]
