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26-07-2014, 02:55 PM
(This post was last modified: 26-07-2014, 02:55 PM by theasiareport.)
Hi guys,
I know there are some new guys around wondering where to start. I always go for companies with proven track record, and my team has done some heavy lifting of SGX listed companies.
I present to you the 153 companies in the SGX that have paid dividends continuously for the past 5 years.
I have also included other financial metrics such as P/E, P/B, dividend yields etc.
153 Dividend Champions
Let me know what you guys think.
Regards,
theasiareport.com
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(26-07-2014, 02:55 PM)theasiareport Wrote: Hi guys,
I know there are some new guys around wondering where to start. I always go for companies with proven track record, and my team has done some heavy lifting of SGX listed companies.
I present to you the 153 companies in the SGX that have paid dividends continuously for the past 5 years.
I have also included other financial metrics such as P/E, P/B, dividend yields etc.
153 Dividend Champions
Let me know what you guys think.
Regards,
theasiareport.com
Hi it looks like the dividend is calculated based on the most recent distribution. Otherwise some of the counters should show higher yield.
Perhaps, what I would find very useful will be an average of 5 years dividends excluding one- off special dividends. Special dividends are ok if recurring, but not one off...
If it just serve as a first cut before we look further, google screening can do the trick.
life goes in cycles, predictable yet uncontrollable; just like the markets, but markets give you a second chance
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Hi theasiareport, thank you for the list.
Regarding UMS holdings, shouldn't the annualized yield be 0.05/0.55 = 9.1% (assuming that we ignore the 0.015 special dividend on 06 May 2014?
http://www.umsgroup.com.sg/ir.html
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(26-07-2014, 02:55 PM)theasiareport Wrote: Hi guys,
I know there are some new guys around wondering where to start. I always go for companies with proven track record, and my team has done some heavy lifting of SGX listed companies.
I present to you the 153 companies in the SGX that have paid dividends continuously for the past 5 years.
I have also included other financial metrics such as P/E, P/B, dividend yields etc.
153 Dividend Champions
Let me know what you guys think.
Regards,
theasiareport.com
I noticed that Elite KSB is in the list, but the company was delisted few months ago. It might due to out-dated data used.
I also noticed that M1 isn't in the list. M1 should be qualified since the company has paid dividends continuously for the past 5 years.
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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(26-07-2014, 02:55 PM)theasiareport Wrote: Hi guys,
I know there are some new guys around wondering where to start. I always go for companies with proven track record, and my team has done some heavy lifting of SGX listed companies.
I present to you the 153 companies in the SGX that have paid dividends continuously for the past 5 years.
I have also included other financial metrics such as P/E, P/B, dividend yields etc.
153 Dividend Champions
Let me know what you guys think.
Regards,
theasiareport.com
How long did you take to do this? If it's general metrics like dividend yield, you can churn out the data within seconds using the public Bloomberg terminal in NLB.
"Criticism is the fertilizer of learning." - Sir John Templeton
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27-07-2014, 01:06 AM
(This post was last modified: 27-07-2014, 01:29 AM by theasiareport.)
Thanks for the feedback everyone.
I don't actually have access to the Bloomberg terminal.
The key difference between this and a normal screen is that there's a double verification to see what the past 5 year dividend track record was on Shareinvestor.
So its essentially a more cleaned up version of a normal screen as it takes into account the track record in dividends, discounting companies which have one off payments.
As many of you have pointed out, some of the data is imprecise or better metrics can be used. I definitely agree 100% and that's why this list should only be a first step. I will try to clean it up again.
The data should be from Thomas Reuters, and unfortunately there are some discrepancies. I would have preferred to use Shareinvestor's data, but it requires me to enter the stocks one by one... I've emailed them to see if I can do a bulk add.
Yes and its quite strange that M1 didn't come up!
theasiareport.com
(26-07-2014, 09:09 PM)CityFarmer Wrote: I noticed that Elite KSB is in the list, but the company was delisted few months ago. It might due to out-dated data used.
I also noticed that M1 isn't in the list. M1 should be qualified since the company has paid dividends continuously for the past 5 years.
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27-07-2014, 01:19 AM
(This post was last modified: 27-07-2014, 01:29 AM by theasiareport.)
Just as a fun fact, many of the companies discussed on FB are actually in the list. They include companies like:
Vicom, UMS, Teckwah, Tai Sin, Silverlake, HupSteel
Not surprising as the knowledge level of the forum is much higher.
With many of us tilting towards fundamental analysis, dividend track records are something we all look at.
Regards,
theasiareport.com
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27-07-2014, 04:09 AM
(This post was last modified: 27-07-2014, 04:15 AM by wahkao.)
i think dividend is not that important
I think financial performance is much more important than dividend
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The history of dividend payments is quite important whether a growing company or a established company. If not for dividends then must be for a company that needs all it's earning for growth. i have Agilent for many years without dividend. Now it has started to pay dividends. Not only this, it has in the pipeline to spin off a new company.
Nevertheless it is easier to invest in a company that has been paying dividends for years and years. Dividends can't be faked for too many years. The very most 1 or 2 years.
In other words, without sound financial performance year after year, there will be no dividend to speak off.
WB:-
1) Rule # 1, do not lose money.
2) Rule # 2, refer to # 1.
3) Not until you can manage your emotions, you can manage your money.
Truism of Investments.
A) Buying a security is buying RISK not Return
B) You can control RISK (to a certain level, hopefully only.) But definitely not the outcome of the Return.
NB:-
My signature is meant for psychoing myself. No offence to anyone. i am trying not to lose money unnecessary anymore.
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Hi wahkao and temperamnet:
Thanks for both your views. As a general rule I like to look at companies with a long term track record of dividends simply because they are harder to fake. Many S-Chips fail this first test despite having large cash piles (and were later de-listed or suspended).
That being said, rules are made to be broken. But this comes with experience, and I've invested in plenty of companies with suspended dividends that work well. It comes with what your familiar with.
To sum up, this is just a general rule to work with if you're not that familiar with investing.
Learn the principle, abide by the principle, and dissolve the principle.
- Bruce Lee
Regards,
theasiareport.com
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