$ParkwayLife Reit (C2PU.SG)$
sold more than half of my position today. yield of 4% and div increase of 2.8% annually, I find it hard to justify it's current price and value. looking to exit fully if the run continues.
projection at current price, yield on cost to reach 5% in 2030. growth is too slow. entry below 3.4 could make sense as a long term play
sold more than half of my position today. yield of 4% and div increase of 2.8% annually, I find it hard to justify it's current price and value. looking to exit fully if the run continues.
projection at current price, yield on cost to reach 5% in 2030. growth is too slow. entry below 3.4 could make sense as a long term play
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$Tencent (TCEHY.US)$
the announcement last week was indeed irritating for all shareholders, but long term still bullish on the prospects for tencent, with multiple stimulus over the past year from tencent.
noting that tencent has increasingly evolved into a holding company, the end of interest rate hikes should be good for the companies in their portfolio. looking to add 33ish
the announcement last week was indeed irritating for all shareholders, but long term still bullish on the prospects for tencent, with multiple stimulus over the past year from tencent.
noting that tencent has increasingly evolved into a holding company, the end of interest rate hikes should be good for the companies in their portfolio. looking to add 33ish
$ParkwayLife Reit (C2PU.SG)$
not sure what's the upside for parkway REIT now with short term risk free returns at 3% (higher than the div).
exposure in Japan could provide forex headwind for the REIT. will look at the counter when yield is higher than 3.5%
not sure what's the upside for parkway REIT now with short term risk free returns at 3% (higher than the div).
exposure in Japan could provide forex headwind for the REIT. will look at the counter when yield is higher than 3.5%
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$Keppel (BN4.SG)$
breaking out, long term play finally recognized by the market.
breaking out, long term play finally recognized by the market.
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$SGX (S68.SG)$ confirmation for SPAC launch likely to be a strong tailwind for SGX revenue and earnings in the coming months. just initiated a long position for this and looking to add more close to 10.00
![Picture](https://ussnsimg.moomoo.com/1630924008354-101649703-android-compress.jpg/thumb)
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$SGX (S68.SG)$ thought it's a sell at 10. how wrong i was
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