yewkim Wrote:Hi all
Can share here what are the stock that you are looking out to buy in the coming crash?
Thanks, because honestly, i do have some ideas, but what is wrong if all expert here can give their opinion would be even better.
Thanks to all in advance
I would always want to have cash in hand (for opportunistic buys) and have 50~70% invested for long term.
My method uses not the full brokerage houses. Rather brokerage like standchart allows me to buy really small with no minimal charges.
(Then others would warn of shares not held in cdp risk, which i am mindful and fine with it)
For now counters, at todays prices
1. Keppel reit (K71U), currently book value price of 1.29
-can try to go long that office rents may increase as economy recovers. Current dividend 6%, worth the risk premium.
2. UETF SSE50 (jk8) for etf play on china. Can just buy 100 shares monthly to gain some china index/exposure
3. Wilmar (f34) for commodity play. Book value near 2.94 and company share buy back at 3.00
It is worth to pick on this giant. I like the strong management compared to other commodity players
4. CWT (C14) for warehousing and commodity play. Temasek has a hand in this. Most of the warehouses are fully tenanted out and long lease, and i see lots of warehousing at penjuru area too.
5. F&N (f99) waiting for breakup value to see increased share price.
6. Second chance (528) ceo has been buying shares from open market at 0.44-0.455 and aims to pay 7% dividend. I like the strong management.
7. And some reits that are recently launced that have yields >6% and guranteed payout for the next two years. (I won't want to be too heavy with reits. Prefer organic growth companies)