Friday, April 20, 2018

Sneak preview of 24-26.04 Lazada's $29/$49 Surprise




Related post:
Sneak preview of 12.12 Lazada's $29 Surprise Box
(Revealed)Whats in 12.12 Lazada's 29 Surprise Box
Sneak preview of 11.11 Lazada's $29 Surprise Box
(Revealed)Whats in 11.11 Lazada's 29 Surprise Box


We will update the links as soon as we found the sneak preview.
Do check back regularly for updates.


24th Apr
Surprises at 12AM
1) Logitech
2) Benefit
3) Kamiliant


Surprises at 8AM
1) AIBI X Reebok
2) Blackmores
3) Jason Markk


Surprises at 10AM
1) Leapfrog
2) BRAND'S
3) EuropAce


Surprises at 12Noon
1) Motorola
2) 3M
3) Philips


Surprises at 2PM
1) ASUS
2) Barlie
3) Watsons


Surprises at 4PM
1) Hot Wheels
2) Philips Avent
3) John Frieda Frizz ease


Surprises at 6PM
1) Yves Rocher
2) Tronsmart
3) Crumpler


Surprises at 8PM
1) Dumex
2) Bluelounge
3) MyBeautyStory


Surprises at 10PM
1) Triumph
2) Laneige
3) White Magic



25th Apr
Surprises at 8AM
1) Etude House
2) Tefal
3) HardwareCity


Surprises at 10AM
1) Beautiful.me
 

2) S Soul
3) innisfree


Surprises at 12Noon
1) GoPro
2) Hada Labo
3) Colgate
 


Surprises at 2PM
1) JBL
2) Johnson & Johnson For Him
3) Nature Republic

Surprises at 4PM
1) American Tourister
2) HASK
3) Johnson & Johnson MOM & KIDS
 


Surprises at 6PM
1) Universal Travller
2) ZA X Tsubaki
3) Mamonde

Surprises at 8PM
1) Marti Derm
2) Levi's
3
3) LOREAL


Surprises at 10PM
1) LA ROCHE-POSAY
2) Prolink
3) AIBI X Adidas


26th Apr
Surprises at 8AM
1) Thomas & Friends
2) AKG
3) DeWALT STANLEY


Surprises at 10AM
1) Joycos
2) IMS
3) Dockers


Surprises at 12Noon
1) Philips Mobile Accessories
2) Denizen
3) EverSoft
 


Surprises at 2PM
1) Fisher-Price

2) Bio Essence
3) MemoryWorld


Surprises at 4PM
1) Acer
2) Ginvera
3) Autobacs


Surprises at 6PM
1) PUKU
2) Elizabeth Arden
3) Hasbro


Surprises at 8PM
1) Shiseido
2) MAC
3) Origins

4) Clinique

Surprises at 10PM
1) MyMiniMixieos
2) Etude House
3) Mamonde
 

 

 

 

We will update the links as soon as we found the sneak preview.
Do check back regularly for updates.


Saturday, April 14, 2018

ADDED: PERENNIAL



Bought 45,000 shares of Perennial between 3rd - 9th Apr at average price of $0.855.

Reasons for buying Perennial:
1) They are into Healthcare & Real Estate sector.
    This is inline with my 2 sectors which I will heavily focus and invest in. So by buying Perennial, it is one stone kill 2 birds for me.
 
 
2) Their upcoming pipeline of integrated development in China prime location
     - Xi'an North High Speed Railway ("HSR") Integrated Development
     - Chengdu East High Speed Railway High Speed Railway ("HSR") Integrated Development
     - Zhuhai Hengqin Integrated Development
     - Beijing Tongzhou Integrated Development
 
We will see them start to bear fruits for the next few years with recurring income from these integrated development.
 
 
Do you see any similarity between Perennial with GuocoLand Limited & CapitaLand? 
All their stock price and dividend increases due to recurring income from: 
 
- GuocoLand is their Tanjong Pagar Centre aka Guoco Tower
- CapitaLand is their Raffles City Shenzhen, Raffles City Changning, Raffles City Hangzhou and CapitaMall Westgate in Wuhan opened in 2017  
 
3) PB ratio of around 0.51 only
This hidden gem is unloved mainly due to not much reporting from the analyst coverage. With the above upcoming pipeline nearer to completion date, their valuation will go up higher and it will make my current buy price of $0.855 even more attractive.
 
4) Increased the dividend to 1 cents for FY2017 from 0.4cents for FY2016
This is a growth stock rather than a dividend stock for now. But once those pipeline are completed and have recurring income, I believe Management will increase the dividend payout along with it. This stock is still in CD status till 4 May 2018, payout on 18 May 2018.
 
 
5) Their Sponsors
 
 
 
4 of them hold 81.41% of the PERENNIAL total shares.
Thus, their interest is definitely alight with shareholder.
Our % of shares is nothing compare to their holding :)  
 
6) The number of share buyback
 
 

Summary of my portfolio - Mar 2018


Blogged my Mar 2018 late as I was out to USA for 2 weeks for my Honeymoon ;)


Mr CDxD portfolio
No.CountersNo. of Shares
1CapitaMall Trust16,500
2Parkway Life REIT7,000
3Singtel8,000
4Vicom2,000
5  

  • No activity for the month of Mar.. Boring :p


Miss CDxD portfolio
No.CountersNo. of Shares
1Singtel3,000

  • No activity for the month of Mar.. Boring :p