Monday, December 9, 2019

Dec 19 - Portfolio & Networth Update


No.  Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation %
1. Straco        100,000        0.675         67,500.00
66.00%
2. Ho Bee Land                300         2.38              714.00
1.00%
3. Warchest            34,000.00
33.00%
Total       102,214.00
100.00%




To think that we have finally reached the end of the year is such incredible moment, given how fast time flies in a moment that we've never think of.

This month, I've only managed to add Straco into the portfolio which I blogged earlier last week here. I have not decided if I will hold this company for mid to longer term since this will very much depends on their longer term development but I am optimistic that the current valuation of the company is attractive enough for a justified entry.

In addition, we will also be looking forward to the Time Capsule as well as the Chao Yuan Ge redevelopment in FY2020 so we are likely to be looking at a stronger Operating Cashflow amidst lower Free Cash Flow due to higher Capex for next year.

The company has been aggressive enough for share buybacks in the past recent days/weeks in the range of 67 to 67.5 cents.

From a personal portfolio view, current cash level is at around 33%, which I am keeping it dry for any further compelling opportunities.

I am taking it quite comfortably, chilling a little bit whilst there are no real bargains in the market.

I am also casting a wider view at the market and industry outside my circle of competence, some of these analysis I will put out in my blog when the articles are ready. Some of these companies are tech and Saas companies which I have never glanced at them in the past but do so much more often these days due to the nature of my work.

From a rental perspective, I've managed to secure a tenant at a pretty decent yield for the next 6 months so we're likely to delay our plans to move into our new place until the 2H of 2020. Again, we are likely to build this move up slowly until we really have to move in before the primary one commencement.

I'm heading for a holiday break in the week leading to Christmas so I'm likely to wrap things up sometime next week to see how my 2019 goes.


Thanks for reading.


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7 comments:

  1. Hi B

    Regarding your interest in tech and Saas companies, can I ask whether will it still be a SG focused portfolio or are you venturing to overseas counters? It will be interesting to see your take / analysis on this area

    Cheers and good luck :)

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