Sunday, May 8, 2016

May[5] - Yield Hunting

DBS: To the surprise of investors, the counter has been trading below its book value ~16.4 since early this year. Although the loan growth slow down, current valuation is attractive. 

OCBC: Current price trend is heading towards its book value ~ 8.2. The counter won the bidding of wealth management business of Barclays Bank in SG and HK. Management indicated that actual earning accretion to begin from second year onward. Current price valuation well present chance for accumulation.

SGX: The cash rich counter dedicates minimum 80% of earning to shareholders as dividend. 4% dividend yield usually attracts strong support for the counter. Recent down sliding looks interesting.

UOB: The counter has just fallen into its book value again. Both price and dividend yield worth to gain some attention.

Recommended Strategies: Dollar Cost Averaging + Diversification.

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