I am sharing the various scenarios of Hyflux perps that is playing out in my mind. Please note that the following are my speculation as no one can predict the future.
Maybank Kim Eng (Hong Kong) Benny Wong gave a bearish view of Hong Kong. whereas Maybank Kim Eng (Singapore) presented that current market in Singapore maybe a buying opportunity (I posted this yesterday http://wealthlions.com/2018/02/maybank-ke-putting-cart-horse/).
Here is the article on Hong Kong market:
Maybank KE Singapore issued a note on 6 Feb 2018 suggesting that traders may have put the cart before the horse in the inflation-induced sell-off. I reproduced it here:
I bought Singtel shares at 3.56 in my margin account yesterday.
The following are Reits with increasing DPU. Some of them have pretty low dividend yield, which I have to wait for a major correction before collecting.
- Parkway Life (wait for major correction)
- First Reit
- Mapletree Ind
- Keppel DC (wait for major correction )
- Capita Com
- Mapletree Com
- Mapletree GCC
- Fortune (wait for major correction)
- Ascendas HTrust
Just sold AEM for 26% profit and Wing Tai for 6% profit.
Time to take some profit off the table.