Wednesday, 20 June 2018

Sector Rotation Pain : After O&G and Telcos. What Next???


Investing for dividend yield is painful!!!

 Panadols may not be enough to ease the pain!

 How possible for Keppel Corp and Sembcorp Ind to rise back to 2007 stock price?

 Same now for M1, Starhub and Singtel!

 How possible?

 Why UOB, OCBC and DBS overshoot 2007 stock price?

 Business diversification and regional?





 
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1 comment:

  1. Spur21 June 2018 at 12:23:00 GMT+8

    Speaking from my kah cherng ... maybe certain reits and biz trusts will be next in the doldrums.

    Basically anyone with high debt interest payments ... including those who bought too much house in 2012/2013. But at least next 1-2 yrs may be good to let go some residential property.

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