opy

Which will you buy if you can ONLY pick one of the following (and why)? Investment period is 10yrs, thanks.

Added note: perhaps also at what price ;-)

06 December 2017 (7:12AM) Summary/Update

$ThaiBev(Y92.SI) - 20 votes
- seems with highest growth
- more exposure outside Singapore
- more acquisitions lately
- unlikely tech disruption
- F&B essential
- more room for growth
- cash cow
- good for longer run
- cannot be replaced by robot

$ComfortDelGro(C52.SI) - 3 votes
- at much lower price (1.5, 1.8 etc.)
- public transport in demand
- Transportation. Basic needs of people.

$Sheng Siong(OV8.SI) - 2 votes
- could grow into giant super market world wide
- increasing cash flow yearly
- good divvy
- shop there often

None above - 4 votes

Other points
- 10 years horizon too long, regular review important regardless which is picked
- investment horizon 3yrs instead
- all 3 might moved out of Singapore market

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21 likes 1 share 140 comments
Evilcrownofthorns

Nice compilation. But TB is not in most of @hachiko hall of fame leh.

Hachiko

Reply to @Evilcrownofthorns : Singtel was the top choice in my 'Hall of Fame'. Hahaha!

https://www.investingnote.com/posts/414267

Spinning_Top

Alamak..i didnt notice @opy also update hia thread until now. Thanks for compilation yeah...

RetiredYoungMan

thanks for the summary, nice!

jpeg

I help my mum to queue for sheng siong.

Spinning_Top

I hereby declared @Hachiko the official poll master in IN. He is always so hardworking to do all the compilation and tally the votes..lol

Hachiko

Reply to @Spinning_Top : Polls can be useful sometimes. Hahaha!

Hachiko

Woah! 20 votes for TB! Top choice of IN members.

BrotherNo12

My choice is CDG. Transportation. Basic needs of people. Foods and drinks got wide variety of choices, so is supermarket. Just my personal opinion. ;D

layers

Reply to @BrotherNo12 : I just can't link cdg with IT component of driverless. the app already sucks

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l0nEr

thaibev,. the only one with proper growth and in an EM country...

theintelligentinvestor

DBS....haha kidding!

Tough choice between CDG and ThaiBev. I will go with ThaiBev. Their brand is the moat that will likely last >10 years. Cannot see so far out what will happen to the taxi industry.

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Recommended & Related Posts

opy

2Q18 Score Card (with shame) and Review of my 2018 plan / reminders

A. Long Term Investment - SRS/CPFOA : -0.5% incl div (Oct 16 to Jun 18)

1. Exit $Lippo Malls Tr(D5IU.SI) (-24%) after twice averaged down (0.400, 0.355). Reason, uncertainties in Indonesia government changes, currency. Management didn't help my confidence.

2. Exit $ComfortDelGro(C52.SI)  (+16%), waiting to reenter back around 2.

3. Exit $CapitaMall Trust(C38U.SI) (+5%), price in range. Divvy level can be better with other counters.

4. Exit $Mapletree Com Tr(N2IU.SI) (-0.7%) for better opportunities.

5. Added $Viva Ind Tr(T8B.SI) at 0.85 and hope ESR merger does not go through.

6. Added $Venture(V03.SI) (avrg 20.4), $AEM(AWX.SI) (avrg 1.5), $Valuetronics(BN2.SI) (0.67) Most look major mistake at the moment, let's see.

7. Added $AIMSAMP Cap Reit(O5RU.SI) at 1.38.

3Q/2H Plan:

a. REITS - Plan to add: Aascendas, Frasers L&I, $Keppel DC Reit(AJBU.SI) in view. Monitor Viva.

b. Property Developers - Plan to add: $Frasers Property(TQ5.SI) $Keong Hong(5TT.SI) $Ho Bee Land(H13.SI) $UOL(U14.SI) in view.

c. Plan to balance UMS, Venture, Valuetronics.

d. continue to endure $SingTel(Z74.SI) pain, if no opportunity in (b) I might add Singtel around 2.6.

B. US Short/Mid Term Trading (Cash) : +11.5% incl div (Oct 17 to Jun 18)

1. Panic Exit Early April returned all 13% gain (Oct 17 - Mar 18) due to fresh 200B Trump Trade War threat - $GOOG (-10%), $BABA (-13%), $AMAT (-10%), $MU (-15%), $MCD (-1%), $BA (-5%), $FB (-9%), and $SILC (-12% : Yes, I am sillier).

2. Black out for 10 days not touching US Market at all. Set up trade plan for US Market with mandatory Exit point i.e. I will not enter any US Trade without a defined Exit point.3. With #2, I did the following Trades for remaining 2Q...

Winners: Baba (+11%), $AAPL (+7%), AMAT (+2%), MU (+8%), $SQ (+14%), Goog (+4%), Baba (+3%), $AMZN (+19%), $NFLX (+35%), VRX (+48%)

Losers: $BRK.B (-2%), $IBKR (-1%), $NVDA (-3%), $SHOP (-5%), $AMD (-6%), FB (-3%), $VRX (-5%)

3Q/2H Plan:

Continue to learn and practice trading method and strengthen mind, I feel I am on the right track now.

C. SG Short/Mid Term Trading (Cash) : -21% incl div (Feb 17 to Jun 18)

1. Disaster is the word, and yes I did the same panic exit I did in US market. And it took me longer in the black hole (not really out yet).

2. It is now in AEM (-17%), and Singtel (-20%).

3Q/2H Plan:

a. Not to touch this bucket until I see opportunity with clear entry and exit points.

Review of my 2018 plan / reminders

- continue learn more on fa, ta and put them to use (checked)

- continue to strengthen stomach muscle (checked)

- stay close to the market, but not too close (checked)

- crypto! (still no motivation / time)

- zero hearsay trade (checked)

- exit fun fund into mid term trade or long term invest funds (checked)

- form a Major-Event-Trade/Invest Fund with specific approach and stocks (forgotten)

- continue srs, cpf top up (checked)

In summary, 2018 YTD I did -10% for Long Tern bucket, +14% for US Trade and -21% for SG Trade.

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opy

$ThaiBev(Y92.SI)

My view in case you're looking into this stock, 70 or even 66 looks possible.

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opy

1Q18 Score Card and 2Q18 Outlook

1Q18 Score Card
Mid-term Trading Fund
+8.6% (+13.8% if exclude the Creative blunder)
Position closed: 30 (11 loss, 19 win)
Note: Fun Fund merged into mid-term Trading Fund, no more Fun
Key Winners: $AEM(AWX.SI) $Hi-P(H17.SI) $Best World(CGN.SI)
Key Mistake: $Creative(C76.SI) blunder, premature profit taking on AEM, Hi-P, Best World

Lifelong Investment Fund
+3.8% (included 1.5% divvy)
Position closed: 3 (1 loss, 2 win)
Key Winner: $ComfortDelGro(C52.SI) $AEM(AWX.SI)
Key Mistake: Added $SingTel(Z74.SI) instead of original plan to reduce

US Mid-term Trading Fund
+13.6%
Position closed: 9 (1 loss, 8 win)
Key Winner: $BABA $MU $GOOGL
Key Mistake: Chasing Micron heights

2Q18 Outlook

Mid-term Trading Fund
- Fully deployed during the March dip but bit too early. Hopefully all good in 2Q.
- sitting on loss (-1.4%) as of 30th March
- Position: $UOB(U11.SI) $DBS(D05.SI) $OCBC Bank(O39.SI) $Venture(V03.SI) $UOL(U14.SI) $AEM(AWX.SI) $Hi-P(H17.SI) $Best World(CGN.SI) $Jiutian Chemical(C8R.SI) $Mermaid Maritime(DU4.SI)

Lifelong Investment Fund
- to add SRS for 2018
- eyeing position: $Frasers Property(TQ5.SI) $Keong Hong(5TT.SI) $Keppel DC Reit(AJBU.SI) $Mapletree Com Tr(N2IU.SI)
- Need more ideas

US Mid-term Trading Fund
- Fully deployed before the March dip. Hopefully all good in 2Q.
- Sitting on loss (-5.5%) as of 30th March
Position: $BABA $MU $AMAT $GOOGL $MCD $BA $SILC $FB

Read more
opy

$ComfortDelGro(C52.SI)

3m view looks encouraging, please don't try 3y view if you want to keep this good feel ;-) Waiting patiently to board again...

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opy

$ComfortDelGro(C52.SI)

Is this what drives CDG price action today?

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