Stocktake!

Today is Monday and I am not working today woohoo~!

As shared earlier, these are my current holdings:

Stock                                No. of shares

Rotary Engg	1000
Sembcorp Ind	1000
ST Eng	2000
Keppel Corp	1500
Accordia Golf Trust	10000
Suntec Reit	6500
CapitaCommercial Trust	5000
Keppel DC Reit	3000

Rotary: I first bought it when I am new to the stock market. To be honest, you can say it is really anyhow.

ST: This is a defensive stock and GLC considered to be pretty much safe. They had covered land, sea, air and IT. They work on army vehicles, planes, ships and electronics. This includes even the traffic lights on the roads. (Did they miss out on property?)

For 2014, 42% of their profit comes from aerospace and I believe this industry will grow even more in the coming years. People are flying more frequent then ever as the world becomes more and more interconnected thanks to advancement in technology.

SCI: Utilities seems promising with more rooms for growth. In 2015 and 2016, SCI will be adding over 3,400 megawatts of power and 1.6 million cubic metres per day of water and wastewater treatment capacity to their operating portfolio. This will bring their global power and water capacity to almost 7,900 megawatts and over 9.5 million cubic metres per day in total. (info from sci website)

Net profit: $801m

Utilities: $408m (51% of net profit)

Marine: $340m (42% of net profit)

Urban Dvpt: $44.3m

Others: $9m

Dividend wise, its comparable to 2013 and should be able to satisfy investors. (11 cents xd on 23 Apr 15 !)

Keppel Corp: It was hit by oil price and price had been falling. The lowest point was about $7.9 and I entered a position at $8.28. With all the news about the decrease in the number of oil rigs, oil price has rallied to $5x in recent weeks despite the ever increasing supply in the US. Various banks had forecast that oil price is likely to remain low for the next 2 years but should recover to about $60. Thus, I remain bullish on KC. The 36 cents dividend is also very attractive and definitely had great effect on the price which is currently at $9.4x as of 13 Apr 2015. Hope it goes up to $9.80 before xd!

Meanwhile I had...
Just opened a SCB account for the purpose of trading. (To avoid the min. $25 commission)
Brought my jacket for dry cleaning (like finally)

To do for today:
Read up more on investing.
Exercise.
Catch my favourite drama.
Enhancement to my excel sheet...