STI Down 70 points

[MovieStar]

if it has reached your profit target, sell. Monday is a new day and it may go down

well, i didn sell at 4.5..
now sell at 3.9

am i stupid? or i should hold till 4.5?

 

[TracyTan866]

well, i didn sell at 4.5..
now sell at 3.9

am i stupid? or i should hold till 4.5?

not stupid. everyday is a new day. it is difficult for me to tell you which price u ought to sell because only u can decide how much profit is enough for u

 

[uvwxyz]

tracy jie

u knew why singtel cant up much?

is it because aud depreciation?

Best regards,



OCBC SECURITIES PTE LTD
18 Church Street #01-00
OCBC Centre South
Singapore 049479.




28 Aug 2015


MARKET PULSE: Telco Sector, Ezra, Olam


KEY IDEA

Telecom Sector: Upgrading to OVERWEIGHT

For the Jun quarter, the three telcos reported results that were mostly in line with our expectations; they have also kept their previous guidance for the year, supported by the growing data usage.

Recently, we have seen the prices of the telcos correcting quite sharply, spooked by concerns of rising interest rates; however, we believe that the sell-down may be overdone, and yields have improved considerably.

As we had also recently upgraded StarHub from Hold to BUY, we now have BUY calls on all three telcos; hence, we upgrade our sector recommendation to OVERWEIGHT. (Carey Wong)

 

[TracyTan866]

Best regards,



OCBC SECURITIES PTE LTD
18 Church Street #01-00
OCBC Centre South
Singapore 049479.




28 Aug 2015


MARKET PULSE: Telco Sector, Ezra, Olam


KEY IDEA

Telecom Sector: Upgrading to OVERWEIGHT

For the Jun quarter, the three telcos reported results that were mostly in line with our expectations; they have also kept their previous guidance for the year, supported by the growing data usage.

Recently, we have seen the prices of the telcos correcting quite sharply, spooked by concerns of rising interest rates; however, we believe that the sell-down may be overdone, and yields have improved considerably.

As we had also recently upgraded StarHub from Hold to BUY, we now have BUY calls on all three telcos; hence, we upgrade our sector recommendation to OVERWEIGHT. (Carey Wong)

Good report by Carey Wong. tks

 

[MovieStar]

Hi Tracy jie.
How do you think of oil price? And oil and gas company shares?

Also. Today market close low. How do you think?

 

[MovieStar]

http://www.globaltickets.sg/capital958fm-wealth-seminar-2015

Who is interested? I am attending. See you there.

 

[TracyTan866]

Hi Tracy jie.
How do you think of oil price? And oil and gas company shares?

Also. Today market close low. How do you think?

Oil price of US$40 barrel is only for now. Oil price will go up when economy picks up in China and US. Kep Corp price of $7 is low and will likely go up when oil exploration picks up and older oil rigs are retired.

So if got cash to spare, good to buy Kep Corp as price is likely to go up to $8 to $9 in the mid to long run. Also Kep Corp constantly gives 35c for year end div and 12c for mid year dividend. That's 47c for the last few years. That's abt 7% dividend at $7 per share, So in addition to potential capital gains, we get 7% dividends per year

 

[MovieStar]

Oil price of US$40 barrel is only for now. Oil price will go up when economy picks up in China and US. Kep Corp price of $7 is low and will likely go up when oil exploration picks up and older oil rigs are retired.

So if got cash to spare, good to buy Kep Corp as price is likely to go up to $8 to $9 in the mid to long run. Also Kep Corp constantly gives 35c for year end div and 12c for mid year dividend. That's 47c for the last few years. That's abt 7% dividend at $7 per share, So in addition to potential capital gains, we get 7% dividends per year

Tracy Jie.
Koppel Corp is too expensive. No much money left.
I have quite a bit oil and gas counter. Eg pec. Semb corp and semb marine.

Too much exposure. I recently just bought 70k stock.

Wait I sell my dbs then got money.

 

[TracyTan866]

Tracy Jie.
Koppel Corp is too expensive. No much money left.
I have quite a bit oil and gas counter. Eg pec. Semb corp and semb marine.

Too much exposure. I recently just bought 70k stock.

Wait I sell my dbs then got money.

Don't invest anymore if you are not very liquid. Investment must not be done until u r stressed. Enjoy life. Hold enough cash and don't be stressed

 

[krafty]

Tracy Jie.
Koppel Corp is too expensive. No much money left.
I have quite a bit oil and gas counter. Eg pec. Semb corp and semb marine.

Too much exposure. I recently just bought 70k stock.

Wait I sell my dbs then got money.

i was just reading about oil article, this is for your reference:

Still, this optimism comes with a caveat. If today's low commodity prices mainly reflect a surplus of production capacity -- oil perhaps being an example -- the surplus will need to be gradually worked off. But if the low prices also reflect feeble demand, then the economy may be weaker than we thought.

http://www.oregonlive.com/opinion/index.ssf/2015/08/the_commodities_bubble_behind.html

 

[MovieStar]

Don't invest anymore if you are not very liquid. Investment must not be done until u r stressed. Enjoy life. Hold enough cash and don't be stressed

My cash only less than 10%

 

[TracyTan866]

i was just reading about oil article, this is for your reference:

Still, this optimism comes with a caveat. If today's low commodity prices mainly reflect a surplus of production capacity -- oil perhaps being an example -- the surplus will need to be gradually worked off. But if the low prices also reflect feeble demand, then the economy may be weaker than we thought.

Good article!

 

[TracyTan866]

My cash only less than 10%

10% of $200k is still quite ok.

Anyway, shares are almost as liquid as cash. You can convert them to cash quite easily, except that you may have to do so at a loss

 

[MovieStar]

No la. Still OK. Luckily I can earn and save quite a bit every month.

Just see how my investment goes.

Don't feel like to buy anything now. Maybe wait for crash. If market up. I will sell.

If down. Drop enough. I will average down some. See how.

now just thinking to increase my war chest.

 

[TracyTan866]

No la. Still OK. Luckily I can earn and save quite a bit every month.

Just see how my investment goes.

Don't feel like to buy anything now. Maybe wait for crash. If market up. I will sell.

If down. Drop enough. I will average down some. See how.

now just thinking to increase my war chest.

Good decision. Enjoy your life and don't be stressed. Buying shares must just be a hobby to make your money work better and to make some spare cash

 

[MovieStar]

Tracy jie and krafty.
Have a good weekend.

 

[TracyTan866]

Tracy jie and krafty.
Have a good weekend.

You too. Have a good break

 

[MovieStar]

tracy jie

i have another plan for my investment liao.

dun buy stock anymore. buy index rather. buy shanghai index. then dow jone index and sti..

wait next recession. buy index...will not go wrong.

 

[MovieStar]

tracy jie
i read news. analyst always say economy still doing fine.

how do you think?

will drop below 2500 ??

 

[knowwhatyouwantinlife]

For passive income check out global investment trust on sgx