2 Mar 2016

Shares Investment Research Notes (March 2016)

In my search for new investment ideas, I made use of the SGX Stockfacts function. As my current mental mode is to invest for dividend yields, I made a beeline for that and filtered for shares with dividend yields between 5 to 8.01%. Exactly 100 companies fit that profile.


After junking sectors like REITS, Oil & Gas (under Energy) and Semi-conductors, I've isolated the following list:


  • Cogent Holdings Ltd (Div Yield - 5.61%)
    • "an integrated full-service logistics hub, Cogent One-Stop Logistics Hub consolidates the current Cogent Group operations (warehousing, container depot and transportation services) under one roof. "
    • "Location at 1 Buroh Crescent is strategically situated close to Jurong Port, Jurong Island and (the future) Tuas Mega Port."
  • Captii Ltd (Div Yield - 5%)
    • Formerly Unified Communications Holdings Limited.
    • "Two business units: a mobile value-added-services business unit that addresses mobile VAS solutions, systems and managed application services; and a mobile technology business unit that addresses mobile messaging and signalling solutions, systems and managed services."
  • Dutech Holdings (Div Yield - 5.07%)
    • Builds ATM safes, weapons safes, etc.
    • The only Asian with certification for this specialised and niche area.
    • Logically, business model with high barrier to entry due to the entry requirements.
  • TalkMed Group (Div Yield - 5.15%)
    • Private Oncology practice specialising in cancer treatments.
    • Founders worked on Singapore Cancer Centre.
    • Mixture of dividend and growth?
    • Stable price although recently lower.

Will be assessing all 4 further as I research deeper.


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