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@IvanLo-nx1sq3 ай бұрын
Hi there. How about covering stocks and reits with yield of 8% and above. Risk free rate is already 3% minimum now. Thanks.
@joshconsultancy3 ай бұрын
Hi Ivan, risk premium doesn’t need to be 5% Good quality reits pay closer to 6% currently
@limtc17338 ай бұрын
All the promising REITs I own have depreciated in principal value. They give out regular dividends though. From my perspective, it seemed like they are cannibalizing into my principal to feed me with dividends. Bank stocks on the other hand have appreciated in principal and pays decent dividends. I intend to buy more bank stocks on softness. Good research and info though.
@joshconsultancy8 ай бұрын
"annibalizing into my principal to feed me with dividends" probably not. That applies more to funds that pay out a targeted dividend For the reits mentioned, income has stayed the same. Which means the payout can be afforded. Its the risk free rate and outlook on increasing cost that weighs on sentiments. Hope it has useful insights =)
@lumvincent74318 ай бұрын
I missed out 2 buy Genting when 90 cts ! Just buy at 98 cts b4 MBS result out . Wait 2 sell at $1.15 😊
@lumvincent74318 ай бұрын
KGI recommend GEO resource target price :80 cts . That counter used to give at least 20% dividend yield in FY 22 ! I waiting price to hit 50 cts next yr . Don't said i did not share with U the Lobang 😊
@joshconsultancy8 ай бұрын
Coal prices have fallen massively in the last 1y do note
@Benjizzzz8 ай бұрын
A noob question. If we buy reit, are we buying a part of the property? i.e., we own a few percentage of the property? LOL
@joshconsultancy8 ай бұрын
% yes , very small :)
@Benjizzzz8 ай бұрын
@@joshconsultancy, thanks for the reply. So I see those gurus saying owning lots of property and getting rental income without actually owning a property is actually buying reits? Haha
@johnchua748 ай бұрын
Is there any data to show China tourists not coming before now has to do with visa? Dont see the huge impact on visa free arrangement.
@joshconsultancy8 ай бұрын
Data shows China tourist are still a far cry from previous years. Whether its visa too problematic or singapore too expensive or they feel broke, I also dunno. Hopefully some are because visa was too problematic
@zqboo28418 ай бұрын
Happy Chinese New Year Josh!! Thanks for the sharing
@joshconsultancy8 ай бұрын
Thank you ZQ
@waynetan36778 ай бұрын
Genting sing what's your target price to sell?
@joshconsultancy8 ай бұрын
Situation that may need to review to sell - yes Price to sell ... no thoughts... really
@turbo26648 ай бұрын
Thanks for the sharing! Can you do a video on sg banks too?
@joshconsultancy8 ай бұрын
Sure stay tuned. Smash the SUBS =)
@IvanLo-nx1sq3 ай бұрын
Hi Josh, my portfolio has Sasseur Reit, AA Reit and KIT. Averaging above 8%. I think it’s not too risky 🙏
@joshconsultancy3 ай бұрын
👌🏻. I’ve raised concerns in a previous sharing on KIT kzbin.info/www/bejne/eIuUfn-ejZZ6kMUsi=IWkWVZXTx0OKlS-c
@IvanLo-nx1sq3 ай бұрын
@@joshconsultancy thanks Josh.
@KWs53298 ай бұрын
How you know the amount of dividends?
@joshconsultancy8 ай бұрын
Declared dividends can be found on website 👌🏻
@KWs53297 ай бұрын
@@joshconsultancy how you know the percentage of dividends? You count yourself each stocks?
@GODLOVEME-uj3vb8 ай бұрын
Yo uncle josh can share some high to Low high dividends yield & price on us markets 😊
@joshconsultancy8 ай бұрын
Dividends in US stocks are at 30% haircut. I would think the easiest are the big names. Search on dividend aritocrats and watch this series STOCKS TO BUY AND HOLD: Best Companies To Invest Now For The Next 20 Years kzbin.info/www/bejne/m567l3yce510i5Isi=y2FZonHcqQtqS3NI
@michaelgohmox8 ай бұрын
Bro do some videos on Malaysia dividend stocks , I am sure u have many folllowers from Malaysia
@joshconsultancy8 ай бұрын
I'm familiar with SG stocks more unfortunately. Many brokerages here in SG dont have access to MY stocks
@kenghweepeh10707 ай бұрын
Chinese embassy urges its citizens in Singapore to ‘stay away’ from gambling- this might have some negative impact on Genting share price. Do take note.
@Lancer218998 ай бұрын
Any US high yield investment bond has higher yield than the sad SG reits. Lower risk somemore
@joshconsultancy8 ай бұрын
High yield bonds have default risk 👌🏻
@chewkiatyong7 ай бұрын
REITs.. all that glitters is not gold.. you see those local 'finfluencers', their Total Return details are all negative..
@joshconsultancy7 ай бұрын
Some duds and some gems
@LuJeff8 ай бұрын
Keppel DC reit
@joshconsultancy8 ай бұрын
Stay tuned. Update on it coming soon
@KWs53297 ай бұрын
How your genting now?😢
@joshconsultancy7 ай бұрын
Profits rose but below expectation. We make decisions not knowing the immediate future and willing to be wrong for a period =)
@allisonbrady13648 ай бұрын
no more DBS?
@joshconsultancy8 ай бұрын
Singapore Banks 4Q23 Earnings - CGS-CIMB Research : Expect Some Seasonal Softness We expect DBS to declare final dividend of S$1.04, OCBC to declare S$0.43 dividend, and UOB to declare S$0.95 final dividend in 4Q23F. DBS: We Think A S$0.50 Special Dividend May Be On The Cards We expect DBS to post 4Q23F net profit of S$2.53bn (-4% q-o-q, +7% y-oy) as operating trends seen in 3Q23 likely persisted. We expect NIMs to contract ~2bp in 4Q23F, reflecting higher funding costs from a shift of CASA into fixed deposits in 2H23 - consistent with DBS management’s view of NIMs having peaked in 3Q23, and its expectations of full-year NIMs averaging 2.16% in FY23F. See DBS's dividend history. We anticipate DBS to hike its ordinary dividend to S$0.54 per quarter commencing 4Q23F, and declare a special dividend of S$0.50
@bensgoodeats14938 ай бұрын
Keppel Corp
@joshconsultancy8 ай бұрын
Vote noted
@elginlow8 ай бұрын
Good info!
@joshconsultancy8 ай бұрын
No probs, invest well and huat for 2024!
@poorpotato76238 ай бұрын
Banks yield now all above 6%
@joshconsultancy8 ай бұрын
Singapore Banks 4Q23 Earnings - CGS-CIMB Research : Expect Some Seasonal Softness We expect DBS to declare final dividend of S$1.04, OCBC to declare S$0.43 dividend, and UOB to declare S$0.95 final dividend in 4Q23F. DBS: We Think A S$0.50 Special Dividend May Be On The Cards We expect DBS to post 4Q23F net profit of S$2.53bn (-4% q-o-q, +7% y-oy) as operating trends seen in 3Q23 likely persisted. We expect NIMs to contract ~2bp in 4Q23F, reflecting higher funding costs from a shift of CASA into fixed deposits in 2H23 - consistent with DBS management’s view of NIMs having peaked in 3Q23, and its expectations of full-year NIMs averaging 2.16% in FY23F. See DBS's dividend history. We anticipate DBS to hike its ordinary dividend to S$0.54 per quarter commencing 4Q23F, and declare a special dividend of S$0.50 for FY23F. OCBC: NIMs Likely To Exceed Management’s ~2.25% Guidance For FY23F We expect OCBC to record 4Q23F net profit of S$1.72bn (-5% q-o-q, +32% y-o-y). Although OCBC's more expensive fixed deposits (placed at end-2022) have started to roll off, competitive pricing by peers at end-2023 had negated some of the funding cost reductions. Loan growth likely stayed muted in 4Q23F as customers maintained a “wait-and-see” approach. Overall fees were likely affected by seasonally softer business volumes. OCBC's dividend history. We forecast S$0.43 dividend in 4Q23F, bringing OCBC’s payout to 53% in FY23F (i.e. FY22’s payout) UOB: The Bulk Of Citi Integration Costs To Be Completed By 4Q23F We expect UOB to post a net profit of S$1.5bn in 4Q23F (+2% q-o-q, +8% y-oy). UOB is being tactical in its approach towards imminent Fed fund rate cuts and has been shoring up liquidity by offering competitive fixed deposit rates. That said, this would likely come at the expense of UOB's NIMs as the excess liquidity is placed in lower-yielding government securities. Fee income remains driven by its consumer business, with this being most apparent in its credit card business as travel activity picked up at end-2023. Continued Citi integration costs should be expected in 4Q23F (~S$100m), bringing this total to ~S$350m- 400m in FY23F. We expect credit costs to remain relatively contained at ~25bp in 4Q23F for UOB post the deliberate write-down of collateral values in 3Q23. UOB's dividend history. We forecast ~S$0.95 dividend in 4Q23F, in line with UOB’s 50% dividend payout ratio policy