Wednesday, December 11, 2024

Slight Update

Purchases

Nameson: Added more at $0.90 in early Dec, before it goes ex-dividend. Dividend yield is >10%.

Crowelll Reit (SGD): Added at $2.23 on 20 Dec, using CPF-OA. It is a rare foreign-based reit that could be bought via CPF. 

Euro economy is weak. ECB will have more rate cuts (compared to the US Fed) in 2025. At micro level, Cromwell reit mgmt has been active in divestments / AEI and managing its debts in recent years. I expect Cromwell reit yield to be close to 8% in 2025, as it re-finance its $476m bond at higher interest rate via bridge loan. 

Sales

China Shineway: Sold all at $10.08. Reasons for sale:

- I bought it as value play when it is trading close to its net cash level. 

- Now, it is trading ~25% above my purchase price and its yield is less than 4%. 

- The position is small. Given the above reasons, and I lack knowledge of its prospect moving forward, it is a reasonable point for me to divest.


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