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TKL holdings in Singapore stocks
24 Jun 2021 (990 views)

I have $1,759,000 invested in Singapore stocks. This is the current market value. I did not keep a record of the original cost. Most of these stocks were bought many years ago and were not closely monitored.

40% of the total are in the three banks - DBS, UOB and OCBC. They have a PE ratio between 12 to 14 and a dividend yield of 2% to 3%.

50% are invested in property stocks and REITS. Most of them made an operating loss in 2020 due to the pandemic. They have a dividend yield of 1% to 4%.

Although the three banks have good fundamentals, I find the current price to be too high. I may sell them.

I am keeping some of the property stocks, such as Koh Bros, Lippo Mall and Hong Kong Land because they show a big discount to their asset values. I will wait for the price to move closer to the asset values.

I am likely to sell most of the Singapore stocks due to the poor fundamentals, but I may keep the property stocks that have a big discount to the asset value.

Note - I am sharing a personal view of how I see my current investments. I am not giving financial advice nor recommend to buy or sell these stocks at any specific price.

Tan Kin Lian
 


TKL holdings in Singapore stocks
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I have $1,759,000 invested in Singapore stocks. This is the current market value. I did not keep a record of the original cost. Most of these stocks were bought many years ago and were not closely monitored.

40% of the total are in the three banks - DBS, UOB and OCBC. They have a PE ratio between 12 to 14 and a dividend yield of 2% to 3%.

50% are invested in property stocks and REITS. Most of them made an operating loss in 2020 due to the pandemic. They have a dividend yield of 1% to 4%.

Although the three banks have good fundamentals, I find the current price to be too high. I may sell them.

I am keeping some of the property stocks, such as Koh Bros, Lippo Mall and Hong Kong Land because they show a big discount to their asset values. I will wait for the price to move closer to the asset values.

I am likely to sell most of the Singapore stocks due to the poor fundamentals, but I may keep the property stocks that have a big discount to the asset value.

Note - I am sharing a personal view of how I see my current investments. I am not giving financial advice nor recommend to buy or sell these stocks at any specific price.

Tan Kin Lian