The Keppel Showtime

The attention for this week's earnings reporting will be on the Keppel group of companies. However, as it is the 3rd quarter of their FY, only Keppel Reit is expected to declare dividend. The expectation is 1.42 cents/share, similar to Q1 and Q2. The annualised yield based on $1.12 per share is 5.0%. Well, still something … Continue reading The Keppel Showtime

My 5 Biggest Stock Exposures by Value – Q2’17 Update

In mid March this year, the following companies were my five biggest exposures by value. Their respective weightage in my portfolio is also given below: As @ 18/3/2017 Soilbuild Reit 5.2% Ascendas Reit 4.2% Ascott Reits 4.0% Frasers Com Trust 3.6% SPH Reit 3.5% I believe the first thing that strikes you from this table … Continue reading My 5 Biggest Stock Exposures by Value – Q2’17 Update