Singapore Stocks
Should you take advantage of the SMRT situation and invest now?
So I really get this question a lot on all channels: Given the negative sentiments with the issues faced by SMRT, do you think it is a good time to invest in SMRT? I think its one stock most people classify as pillow stock because SMRT will always be around. Rather than do an in-depth [...]
SingPost: Income yield opportunity or deteriorating fundamentals”
Singapore Post, a favorite income yield stock amongst income investor have fallen off from a stable price range. Is this an opportunity to accumulate or is there something wrong with the company? For a yield stock that was so stable at $1.10 it fallen down to $1.00 and now another free fall. Honestly I think [...]
Why Starhub’s Capex can be dramatically lower than Depreciation to potentially pay out more dividends
We talk during the last Q3 2011 financial results report the concern why Starhub can have a much much lower capital expenditure versus their depreciation. [Analysis here >>] The worry here is that Starhub is forgoing capital investments so that they can pay out more dividends. However this doesn’t seem to be the case. We [...]
Starhub and Singtel results inline
Starhub and Singtel both announced their Q3 and Q2 results respectively the past 2 days. For folks that are new to Investment Moats, analysis on the Singapore Telecom Stocks have been some of the more popular articles. [Analysis here, here, here and here ] I won’t run through most of the fundamental numbers because telecom [...]
Macquarie International Infrastructure Fund (MIIF) Q3 2011 and 9 month results: 8% yield locked in
We profiled Macquarie International Infrastructure Fund (MIIF) a while ago as an infrastructure based trust that provides a 8%-11% yield at current price of $0.49 to $0.50 cents. [Commentary here and here] We are anticipating the quarter results since they have increased the stake in Taiwan Broadband Communications and we would like to see whether [...]
