Category: Singaporean Stocks Investor

Largest investments updated (2Q 2022.)

I last did an update on my largest investments in early April.Since then, there have been quite a few changes.I have reduced my investment in Centurion Corporation since that update.See:Reallocate as interest rate rises.andCenturion: A smaller…

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Sabana REIT: Closer to 52c NAV.

Sabana REIT was trading at a huge discount to NAV when I increased my investment significantly at the end of 2020 and the start of 2021.Today, it is still trading at a 13.5% discount to NAV.If we think a 3.1 cent DPU is sustainable, then, at 45c a…

Investment in OCBC is larger now.

During the pandemic induced bear market, as the dust was settling, within a few weeks, I made a relatively large investment in UOB. The plan was to get my investments in DBS, OCBC and UOB to be on equal footing with each other.Mr. Market’s severe…

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