High Yield Investing
A detail DBS Vickers Macquarie International Infrastructure Report (MIIF)
We covered MIIF extensively in three previous posts here, here and here. Seems that the recent changes got analysts noticed as well. DBS Vickers came up with an extensive 40 page report this week. The report is generally inline with my estimation on cash flow and dividend payout, which is a good thing. However, my [...]
Hutchison Port Holdings (HPH): Is this a 10% yield opportunity?
Readers of this blog would know that I got 8 lots of HPH at IPO from bidding 11 lots. The issue price is USD 1.01 but debuted at USD 0.96. I sold 6 lots at USD 0.95 and 2 lots at USD 0.92. The most amazing thing about this was this. I told my colleague [...]
Comprehensive analysis on listed toll roads, bridges and tunnels around the world
Here is an article on Seeking Alpha that I would like to bring to your attention. Toll roads can be classify as an infrastructure asset that acts like a 30 year bond like stream of income. Basically the company uses equity or debt cash to pay for operating a concession for 30 years, using the [...]
Asia Enterprise Holdings (AEH)–Conservative Steel Stockist.
Asia Enterprise Holdings (AEH) is a steel stockist listed on Singapore Stock Exchange. I first got to know it during its IPO, but I classified it with Telechoice as those Singapore smallcaps that earns 5-7% dividend yield. The thing about these smallcaps is that you do not know whether they would stand up to the [...]
Starhub decides to hike cable tv subscription price by $2
Readers would have remember that I was talking about changing my cable tv plans to reducing the expense cost in this area. Yesterday we got wind of announcement that Starhub will be raising their cable tv service by $2 per month. Increasing cost of content acquisition If you go over to Starhub’s facebook page for [...]
