Citic Telecom (1883) – A Tiny Dominant 7.3% Dividend Yielder
In 2018, I spotted a telecom operator that has in excess of a 10% free cash flow yield. So I took a look at it. …
Stock Market Commentary
Keppel Infrastructure Trust’s Operating Challenge
Someone in the financial independence chat asked whether I could make an analysis on Keppel Infrastructure Trust (KIT). I think there is not much changes …
Thoughts on CK Hutchison Holdings 2019 Results (1.HK)
In terms of investments, CK Hutchison (0001.HK) will probably go down as one of my poorer investments. I got it at $85.90, $87.65, $81.25, $80.60, …
Shangri-la Asia’s Presentation shows the Impact of Hong Kong Protest and China Slowdown
How do we know whether these political and government policies have an impact on the businesses you invest in? Perhaps a review of a slew …
Wharf REIC (1997) – a Storm coming for Dividend Yielder
Wharf Real Estate Investment Company’s (REIC) interim results was not too bad. I first wrote about Wharf REIC here. If you are not familiar with …
How to Shift Your Dividend Stock Portfolio to Be More Conservative, Increase its Passivity
Today I want to think about investing in Dividend Stocks while in Financial Independence or Retirement. I think it is a type of stocks that …
Valuing Singapore Press Holdings: Sum of the Parts Valuation Case Study
Singapore Press Holding is changing. Whether it is actions lead by new CEO Ng Yat Chung or previous management, the approach now seem to be …
SBS Transit Full Year Result – 6.8% Earnings Yield. Back to being a stable cash flow generator
SBS Transit currently has a market capitalization of $802 mil with 311 mil in outstanding shares. This is one company that I have invested in …
Net Profit, EBITDA, Operating Cash Flow and Free Cash Flow in Dividend Investing
As active stock investors, we look for companies that can potentially be worth more than what they are selling now. These can be companies that …
Some Corrections to ComfortDelgro’s Valuation Done Previously
Back when ComfortDelgro’s share price was around $2.04, I wrote a comprehensive analysis about it. In the article, I went through a few rounds of …