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Review of holdings in property stocks
19 Jan 2021 (122 views)

I invested $700,000 in property stocks in my active portfolio. It now shows a loss of about 10% on my invested sum.

My main losses are in Lippo Mall and Koh Brothers. I kept them for their attractive dividend yields (which has now been cut) and their large discounts to the asset values.

My investment in Capitaland and Hong Kong Land used to show large losses but they have now been turned profitable. They also show large discounts to their asset values.

My investment in Country Garden still show a loss, but it has a low price earning ratio and an attractive dividend yield.

I believe that the property stocks are under valued and will recover in price during the next half to a year. 

Legend:
PER - price earning ratio. Currrent price represents how many years of profit
DY - dividend yield. Current dividend as a percentage of share price.
PBR - Price to book ratio. Current price compared to asset value.


Review of holdings in property stocks
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I invested $700,000 in property stocks in my active portfolio. It now shows a loss of about 10% on my invested sum.

My main losses are in Lippo Mall and Koh Brothers. I kept them for their attractive dividend yields (which has now been cut) and their large discounts to the asset values.

My investment in Capitaland and Hong Kong Land used to show large losses but they have now been turned profitable. They also show large discounts to their asset values.

My investment in Country Garden still show a loss, but it has a low price earning ratio and an attractive dividend yield.

I believe that the property stocks are under valued and will recover in price during the next half to a year. 

Legend:
PER - price earning ratio. Currrent price represents how many years of profit
DY - dividend yield. Current dividend as a percentage of share price.
PBR - Price to book ratio. Current price compared to asset value.