Hedge against inflation

Bought some silver in mid 2023. At then silver spot price is about 22 to 24.

Now silver spot price is near 42.

很可以喔。😁

 

还是很 cheap.

Decade ago already 2+. Now it has become more valuable.

Fed cut interest rate is good for developer.

冷门股。

这个比较冷门，很少人会有。

大多数人会买uob。 

Wilmar

Using wilmar income to reward myself for a good meal.

Nanbantei @ far east plaza

Must make reservation due to limit space.

Lunch bento set at 20 to 25/set 😋

Ireits global update

Cpf investment holding.

Total dividend collected 742.67

Total amt invested 15,500.

Yield is 4.8% ( out perform cpf oa 2.5%)

Not too shabby. 

 

LBS

 Lau bak sai. 😁

Pending the sale of factory

Coming year result in Aug will post a significant rise in net profit due to sales of investment.

Also they put their factory on sale. If this go thru. Fy25 will be very good 

Bubble tea

 Ipo 20c.

Buying it at 10c is half price. 😋

Entry price matters

Not too shabby. 😁 

Rental yield 4.2%

Above 200 ma with big volume

Warren Buffett famously stated, "The stock market is a device for transferring money from the impatient to the patient," which highlights the importance of long-term investing and patience in building wealth. An investor who buys and holds stocks, rather than constantly trading, is more likely to benefit from the power of compounding

 

By doing nothing...

Is actually doing something.

Continue to build up war chest 

Ist contribution from a new counter

1st contribution from capitalandinvest.

Moving forward will continue to add.

Buffet 2nd round

 I missed the sbs agm due to work.

But i met up with an investor who went.

He said the buffet was better than cdg. Can have 

2nd round of serving. Yummy!

Same qs was asked about the cash. 

Again, same answer. Their biz is highly regulated. 😁

Cdg AGm

Ans : addision lee is a premium service taxi akin to Singapore airline.

They served niche client like corporate and banks etc...

( not recession proof.  Cos corporate will cut down their expenses hor).

The board said analyst give 6 to 7 PE.

For rae. I will be bio_ying their net profit for this addison like a  hawk. 😅

 

 

Property in Penang

Mezzo the light city in Penang.

Buying an uncompleted project with progressive payment at every stage.

Dragon-i Queensbay mall Penang

 Good place to lepak and enjoy good food.

Fibonacci Retracement Level

TA:

As known, i was looking at 23.6% retracement for an entry 205 to 210.

FA:

Fy25 they will take a -20% on berlin property.

So dpu est. Will come in at 2.1c level.

235 looks quite decent also. Buy some to keep first for 9% yield at 235.

 

大時代

 The last episode got one scene whereby the lead character borrow 'luck' from the 3 richest guy and pushed up the Hongkong index.

Top up kiddo MA

US market in panicky state.

Nothing much to do now except top up kiddo cpf medisave acc.

Dividend received format

 Ireits dividend is pay into bank through paynow.

So sometime newbie may get confused and mistook it as other coy dividend.

cdg

 Cdg forms a recurring income in my portfolio as i have been accumulating since 2019.

Ist purchase at 2.35 and then covid starts...

Since then i have been adding at a price.

Techical analysis.

Using fibo retracement support , 38.2% from peak 3.27 at 1.24$

Fundemental analysis

Then after it bounce up from 1$ support.

adding using yield 6% 

Recent purchase is at 1.35 when bankers are pushing it down to collect.

Fy24 net income came in at sgd 210mio.

If they can exhibit growth and back to pre grab days of 300mio net profit. The price will appreciate...

Gia lui

Transfer the sum of money from cpf investment acc to cpf.

Total 31000 qty, price 0.50

Total vested amt 15500

Ist half 2025 

yield is 416/15500 is 2.68% 

Uncover new penny

In 2021, big sam disposed jiangsu sopu in 2 tranches, rmb 20 mio and 38 mio respectively. Share price run up to 60s region.

Now in 2025..disposed sunrise polymer rmb 62mio. Money inflow is good for the coy. Positive.

9 jookoon factory also worth some money. Motivated seller , asking price sgd 18,500,000/

Their main trading business dont need so big building.

Can go asset lite model.

Osc oriented salt trading business is self substainable. Profit making. Can be scale up to achieve sgd 1billion revenue.

Position oneself first. Corporate action will create volume for the stock to move up.

https://www.commercialguru.com.sg/listing/for-sale-9-joo-koon-circle-25522644

SBS

I took up a small position in bus company in yr 2022.

It was a very very boring stock. (Illiquid).

But still i added small small over the yrs until it become very large. 

Happi problem

The last entry is at 2.42.

SBS . 你可以的！

 

 

 

1st half dividend from Ireits global to my CPF investment account.

After the euro currency, per share is sgd 0.013416 ea

Quote from Rae

Don't follow rae as rae may not lead.

Don't walk in front of rae as rae may not follow.

Walk beside rae, be rae's frenz and walk together 

Relac under a banana leaf