Share Investment Apr 23 part 1

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These are the shares that I initiated position in and sell since the last update about year ago:

 

Initiated in:

(1) AEM (as recommended by The Smart Investor)

" AEM is known in the industry as a leader in test innovation by providing comprehensive semiconductor and electronics test solutions. Customers receive customised, application-specific solutions tailored to their needs. 

The group has a global presence..."

Reasons to buy:

  • A leader in Test 2.0 solutions
  • Industry megatrends and increasing device complexity
  • Growth in profitability and free cash flow
  • Savvy acquisitions and partnerships

 

Exited:

(1) Boustead Project

Accepted Boustead Singapore's voluntary unconditional offer of takeover. I was afraid that it might be delisted with me being a minority shareholder. The fact that I'm also Boustead Singapore's shareholder meant this decision was easy to make.

(2) Keppel Corp

Dividend yield less than 4% for past 6 years.

(3) Nordic

Been on the "first to sell" list since Motley Fool SG closed down. Sold it once it was in the black.

(4) SATS

Dividend yield less than 5% for past 7 years.

(5) Singapore O&G

Delisted after takeover.

(6)  SingPost

Been in doldrum for years. Decided to let go of this speculative investment to free up capital for something better.


As at 14th April 2023, I have investment in 29 companies (*these companies' source of business are only in Singapore):

AEM
AIMS APAC REIT*
BOUSTEAD
CAPITA CHINA TR
CAPITALANDINVEST
CAPLAND ASCOTT T
CAPLAND INTCOM T*
CL ASCENDAS REIT
COMFORTDELGRO
DBS
FIRST REIT
FRASERS CPT TR
FRASERS L&C TR
IFAST
KEPPEL DC REIT
MAPLETREE IND TR
MAPLETREE LOG TR
MICRO-MECHANICS
MPLTR PAN TR
OCBC BANK
PARKWAYLIFE REIT
RAFFLES MEDICAL
SGX
SHENG SIONG
SIA ENGINEERING
SINGTEL
UOB
VENTURE
VICOM LTD*

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