Share Investment March 24 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) Delfi (as recommended by The Smart Investor)

" Delfi manufactures, markets and distributes consumer chocolates and snacks to more than 17 countries with its core markets being  Indonesia, Malaysia,  and the Philippines."

Reasons to buy:

  • A consumer giant in Indonesia
  • Going asset-light
  • Growing profits and dividends
  • New product releases are a catalyst for future growth

Risks:

  • Stiff competition
  • Depreciation of regional currencies
  • Food safety issues and hygiene
  • Legal claims from Barry Callebaut


Exited:

(1) SIA Engineering

Dividend yield less than 5% for past 5 years.

(2) iFAST

Pared down because current value is disproportionately large in the portfolio.

(3) VICOM

Smart Investor recommends selling it: the company decided to pause giving out dividends.


As at 31st March 2024, I have investment in 28 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
DELFI
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
SINGTEL
UOB
VENTURE

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