In 2016, I shared investment ideas on 3 stocks and we are going to review them today.
Then 0.840... Now 0.815.
What has changed?
Cache Logistics Trust dragged into tenant's rental dispute with logistics giant Schenker
How is it doing in my portfolio?
Fully divested in July 2016 (@0.870) after I was aware of the rental dispute. Not planning to reinvest given current performance of the reit.
Then 1.160... Now 1.720.
What has changed?
BRIEF-ARA Asset Management announces joint proposal to privatise company
How is it doing in my portfolio?
Fully divested in November 2016 (@1.705) & December 2016 (@1.695) after its price shot up from the privatisation offer announcement. The offer is at 1.780 but there is risk that the offer might be rejected by shareholders.
Then 1.640 in May & 1.505 in Jul... Now 1.640.
What has changed?
SGX-listed Frasers Centerpoint buys 40% stake in Thai developer TICON for $378m
How is it doing in my portfolio?
Never sold any of FCL before, current average price is 1.565. Attended the latest AGM and my confidence in FCL is stronger than ever. The board recommended the same FY dividend again. I believe they are trying to build a stable track record for dividends payout. TICON will be a superb platform to tap on a growing demand for logistical assets in Asia. I wish to hold long term.
Thank you for reading.
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