Thursday, December 26, 2013

2014 Dividend Payment Schedule

In 2014, I shall be collecting dividends for every month, except July and October. 
Mini-bonuses almost every month! Rejoice! ^^

January 2014:
- Singtel

Feb 2014:
- CapitaMall Trust
- Frasers CentrePoint Trust
- First REIT
- Suntec REIT
- Mapletree Logistics Trust
- CACHE Logistic Trust
- PLife REIT

Mar 2014:
- AIMS AMP REIT
- Mapletree Industrial Trust

April 2014:
- M1

May 2014:
- Starhub
- SPH
- ST Engineering- CapitaMall Trust
- Frasers CentrePoint Trust
-  First REIT
- Suntec REIT
- Mapletree Logistics Trust
- CACHE Logistic Trust
- Neratel

June 2014:
- Starhub
- PLife REIT
- AIMS AMP REIT
- Mapletree Industrial Trust

August 2014:
- Singtel
- M1
- SATS Ltd
- ST Engineering- CapitaMall Trust
- Frasers CentrePoint Trust
- First REIT
- Suntec REIT
- Mapletree Logistics Trust
- CACHE Logistic Trust
- Neratel

September 2014:
- AIMS AMP REIT
- Mapletree Industrial Trust

November 2014:
- Starhub
- CapitaMall Trust

- Frasers CentrePoint Trust
- First REIT
- Suntec REIT
- Mapletree Logistics Trust
- CACHE Logistic Trust

December 2014:
- SPH
- SATS Ltd
- AIMS AMP REIT
- PLife REIT
- Mapletree Industrial Trust


Happy Boxing Day!
Dividend Warrior

79 comments:

ivan said...

you are my idol bro.

i hope to be like you someday.

any good dividend stocks to buy into right now? all the prices seems rather high?

would appreciate any advices!

Dividend Warrior said...

Hi ivan,

I am glad to be your idol. Thanks for the support!^^

Right now, the market is having the New Year rally. I will advise you not to buy in now.

Wait for another correction, probably after Chinese New Year.

Cheers! :)

WK said...

Surely the reits are at their lows. Can buy in?

Dividend Warrior said...

Hi WK,

Even though the REITs have dropped alot from their peaks in May, we still need to be very selective. You do not want your portfolio to be over-exposed when the Fed decides to increase interest rates in the future.

If you want to add some REITs, I suggest going for the quality ones, such as Ascendas, MLT, PLife, CMT and FCT.

Cheers! ^^

Anonymous said...

Hi DW

I am a new viewer of your blog and also a new investor.
Do you recommend me start of buying 3lots of one stock or 1 lot of 3 diff stocks if i had to choose between the two choices?

Also, what kind of stocks are more resistant to changes in price and stable dividend payout when interest rates increase?

Anonymous said...

Hi DW,

I understand u have bought ST Engineering. May I know how much is your buying price? I missed that previous huge correction opportunity.

Cheers.

Kit said...

Hi DW,

I understand u have bought ST Engineering. May I know how much is your buying price? I missed that previous huge correction opportunity.

Cheers.

Kit

WK said...

What about First reit?

Anonymous said...

What's your take on the bloomberg article about fund managers avoiding Singapore stocks and are expecting a drop lead by property stocks?

Do you intend to ride the storm or to divest some of those reits and hold cash in anticipation of the fall?

Anonymous said...

I am trying to build up a portfolio of dividend yield stocks.

Have you considered Challenger?
Considering REITS are at a higher risk now?

BeginnerInvestor said...

Hi DividendWarrior,

This question may sound noob, but I hope you could kindly give me an answer.

To buy dividend-paying stocks, don't you need a lot of capital as the price of these stocks are high? How much money did you start with? If I don't have much capital, I think the dividend path is not suitable for me?

Thank you.

Cheers,
BeginnerInvestor

boonchin.ng said...

Hi,

Just to share. I started small as well :) Is okay to be slow, rather than stand still.

FoodieFC said...

DW

Best wishes in the year of 2014 to you and your family! Good health, joy, laughter, prosperity! Huat ah!

Dividend Warrior said...

Hi Anonymous,

I would recommend buying 3 lots of the same counter. This will save on the fees.

Companies that have low debts, healthy cash reserves and strong earnings visibility will be resilient when interest rates rise.

Dividend Warrior said...

Hi Kit,

My buying price for ST Engg is 3.83

Dividend Warrior said...

Hi WK,

First REIT's gearing has been increasing due to all the acquisitions made in 2013.

The Indonesian rupiah also continues to weaken the Sing$.

I think PLife REIT is a stronger healthcare REIT.

Cheers!^^

Dividend Warrior said...

Hi BeginnerInvestor,

I doubt the government is going implement more property cooling measures next year. So, the local property market should remain stable IMO.

I will still be keeping most of my REITs, with some minor adjustments occasionally.

I have a 5 figure emergency fund with no family to support. So, I can afford to remain fully vested in the market. ^^

Dividend Warrior said...

Hi BeginnerInvestor,

To add on to my previous reply, I started with around $15k - $20k. My first stocks were Starhub and CapitaMall Trust.

I guess it depends on each individual's financial situation. The important about dividend investing is patience. You can only truly feel the benefits after a few years of compounding effect. You have to stick to the plan.

Dividend Warrior said...

Hi boonchin.ng

Yup. Start small and stay the course. ^^

Happy New Year!!!

Dividend Warrior said...

Yo Foodie!^^

Happy New Year!

More good food in 2014! :)

WK said...

Rupiah weaken meaning their sponsor Lippo Kawaraci (not sure if I got that right) will bear all the currency risks since First are being paid in SGD by fixing the currency exchange. Or has the playing field changed?

Not sure if that will be reviewed since the IDR has weaken a lot since then...

Mansred Koh said...

Hi DW do you think AIMS AMP Capital Industrial REIT is a good buy now?

Andy said...

Hi Dividend Warrior,

Noticed that you have divested Sabana. Any reasons for doing so?

Kit said...

Hi DW,

Thanks for taking some time to reply my post. Appreciate it. :)

Cheers.
Kit

Anonymous said...

Dear DW,

May I know what is the difference between investing in Capitaland/Kepland vs those REITS? Which will provide a more stable source of income and will not be affected by the rise in interest rate?

Thank you so much for your advice.

Regard
MW

Dividend Warrior said...

Hi WK,

Yes. First REIT has put in place some form of currency hedging. The DPU should remain stable in the near future.

However, it depends a lot on the stability of the Indonesian currency. If it continues to weaken further, hedging may not work over a long period. Just something to keep an eye on.

I m still vested. But will not be adding more.

Cheers!

Dividend Warrior said...

Hi Mansred Koh,

AIMS AMP is a reasonable buy around 1.40 - 1.42

If I remember correctly, the last time I checked, the interest cover ratio of AIMS is 5 to 6 times. Not super resilient to interest rate rise.

MLT has interest cover ratio of around 8 times. Strong sponsor in Mapletree investments. I will recommend MLT instead.

Cheers! ^^

Dividend Warrior said...

Hi Andy,

My confidence in sabana's management dropped. They are struggling to renew expiring leases and finding new tenants.

Dividend Warrior said...

Hi Kit,

You are welcome.
I enjoy interacting with my readers. ^^

Dividend Chaser said...

Hi DW,

Is Mapletree Logistics Trust still a good buy now?

Mansred Koh said...

Thanks Dividend Warrior for the recommendation. I already have MLT in my portfolio, trying to look for others with higher DPU. Any other good recommendations? thanks

Anonymous said...

Hi DW

I am a new amateur, setting up an account with Philips soon (btw, would u recommend this firm?) .

I have a day job in property industry. Have heard that industrial Reits will be resilient, commercial space second best growth and to avoid residential reits. whats your take?

would like to start on reits with yields avg 7%.

MIT, MLT, ascendas, cap all china and soil build, which would you recommend I start out with and when is a good time to buy? I would like to start with 1-3 lots. Slow and steady.

Thanks in advance for your time to respond :)

St

Anonymous said...

Hi DW,

Is SPH a good time to buy in? Noting that their dividend pay out is quite attractive.

Dividend Warrior said...

Hi MW,

Sorry for skipping your comment last week. Lots of comments to reply >__<

Capitaland and Kepland are property developers. They bid for land parcels and build the properties - condos, shopping malls, offices etc. They are usually not high yielding because they need the funds to develop properties.

REITs distribute 90% of their earnings. They depend on refinancing their debts. Therefore, they are more vulnerable to interest rate changes.

Dividend Warrior said...

Hi Dividend Chaser,

The recent low for MLT was around $1.
At 1.03, it is definitely a reasonable buy. I am vested too.

Ascendas REIT is another choice.

Cheers!^^

Dividend Warrior said...

Hi Mansred Koh,

Ascends REIT is good too, below 2.20

Dividend Warrior said...

Hi St,

Philips is fine. FYI, standard chartered offers the lowest fees though.

Rental rates may be flat for industrial properties this year. I think commercial rental will increase, capita commercial trust may benefit.

Out of the choices you stated, I will suggest MLT and Ascendas REIT.

Cheers!

Dividend Warrior said...

Hi Anonymous,

SPH above $4 is overvalued IMO.

Last year's total dividends is not the norm bcos of a huge one-time special dividend, thanks to the IPO of sph REIT. No such goodies this year.

Try to buy below $4.

Meow Moow said...

DW now I your fan~~~
Everyday will come here and see see look look esp the comments~~

Meow Meow said...

Hi DW,

I saw your earlier post about>>

Right now, the market is having the New Year rally. I will advise you not to buy in now.

Wait for another correction, probably after Chinese New Year.

I think I interested in SATS in 3.170, is it good to go? or wait for Chinese New Year?

Anonymous said...

Hi DW,

Do u use fundsupermart? Would like to hear your thoughts on which is the best money fund in a SG market right now.

In your opinion, are you inclined towards soil build REIT? Their Solaris have high occupancy rate now. Do you have more reservations towards the management, the asset management strategy , or perhaps just the asset quality doesn't appeal? Just curious.

St

Dividend Warrior said...

Hi Meow Meow,

It is nice to have fans! ^^
Thanks for the support.

For SATs, I would add more around $3.10 - $3.15

$3.17 is a little expensive.

I would prefer to wait for a lower price.

Dividend Warrior said...

Hi St,

I dun buy money funds, mutual funds or unit trusts. So, I am afraid I can't give u any advice on it. I prefer equities bcos they are within my circle of competence.

Soilbuild has a much smaller portfolio compared to other industrial REITs such as Ascendas, MLT and MIT. Secondly, I have more confidence in Mapletree as a sponsor. That's why I am vested in MIT and MLT.

If you are interested in business parks, Ascendas will be a more solid choice.

Cheers!

Anonymous said...

Dear DW,

Thanks for your previous explanation.

Anyway, would you invest in Kepland or Capitaland now since the price is still falling? What is the target price?

And what is your take on F&N since it already listed FCL? What is the target price?

Thank you so much for your advice.

Regard
MW

Jerry Tay said...

Hi dw, is now a good time to enter m1? Current price at 3.3

Anonymous said...

Hi DW, I saw above that you mentioned that MLT is a good buy at 1.03. It is now 1.04. Should I wait for a few more weeks until after CNY, or should I get in now?

Thanks in advance!

Dividend Warrior said...

Hi MW,

Valuation wise, capitaland is more attractive Than Kepland IMO. However, do note that capitaland is heavily vested in the china real estate market. A slowdown in china will affect capitaland more. $2.95 seems like a good support.

IMO, the property arm of F&N is the crown jewel. Now, it is only left with the beverage business. Even though it can still create synergy with Thaibev, I think growth will be slow.

FCL is just listed, so it is too early to set a target price.

Dividend Warrior said...

Hi Jerry,

$3.30 for M1 is expensive.

The support is at $3.15 - $3.17

Dividend Warrior said...

Hi Anonymous,

If you are buying just a few lots, a 1 cents difference is not big. So, you can still enter at 1.04

However, if you are buying more than 10 lots, then you should wait for lower price.

Jerry Tay said...

Thanks dw, I'm actually looking to start investing. Having done up reading. Hmm, what are some counters that a starter can buy and keep?

NewOldInvestor said...

Hi DW

Your achievement so far is really impressive! I'm older than you but my portfolio is where you started. Patience I guess.:)

Is the current price of starhub at about 4.30 a good buy?

Thanks!

Anonymous said...

Hi DW,

As there are alot of uncertainties in the market like QE tapering and etc.

May I know why do you suggest vesting in MLT still? Shouldn't we avoid REITs for the time being

Anonymous said...

Hi DW,

I bought cache at 1.273, now its 1.1 =(( what should i do?
Should i hold onto to it or sell to cut loss?

syah said...

hi DW.. first reits gave out dividends twice in a year?

WL said...

Hi DW,

I am really impressed with your investment methods and inspire to be like you one day!

Planning to start investing in REITs after reading up on my own. Looking at 1-2 lots for most stocks. On my watchlist are MLT, AIMS, FCT and First.

I noticed AIMS made up a big % in your portfolio but you recommended Ascendas more in the comments. Any reason why you think Ascendas will be a better IND investment?
I read your reviews about FCT and First. I am more inclined towards these 2 than CMT and Plife. Do you have any advice for me?

Thank you for reading such a long post!

WL

Anonymous said...

Hi DW,

Admire you.

Will you be updating for January soon?

Anonymous said...

Hi DW,

I have three REITs on mind now. SPH reits (retail - more resilient to economy downturn), MLT (Proactive profile management, relatively comfortable leverage ratio) and CACHE (Low leverage ratio, less vulnerable to QE tapering?)

Cache dividend yield is rather attractive and MLT with the upcoming redevelopments and acquisitions the dividend yield might be promising too
SPH reit relatively new with only 2 properties so i guess the yield wont have much changes for the time being?

As these three REITs price looks pretty appealing now but i only have war chest to load one of them. May i check which one would be a better choice for mid-term investment (2-3 years at least).

Last but not least starhill global looks good too. Any advice would be greatly appreciate :)

Anonymous said...

Hi DW,

You are truly inspiring. Please keep up the great work!

I have a question: How do i check the CD and XD date for a stock? I tried to find this info in the AIMS website but didnt have any luck. I am thinking of buying into this. Thanks in advance!

Jeremy Tan said...

Hi DW, Have been your silent supporter for awhile. I can say your golden egg is simply awesome.

May i know where can i read more information on each company dividend payout? like how much the payout and the frequency?

How do you calculate your avg price?

thank you.

Jeremy Tan said...

Hi DW, Have been your silent supporter for awhile. I can say your golden egg is simply awesome.

May i know where can i read more information on each company dividend payout? like how much the payout and the frequency?

How do you calculate your avg price?

thank you.

Anonymous said...

Hi DW,

What's your take between bonds and dividend stocks?

I'm have around 50k to invest but it has to be low risk as that money is meant to be used for my house in 2-3 years.

Thanks in advance.

John

Dividend Warrior said...

Hi Jerry,

For starter, you may want to try Singtel at around 3.50, ST Eng at 3.80 or SATS at 3.10

Dividend Warrior said...

Hi NewOldInvestor,

Thanks for the compliment. Yes, patience is a key component in investing.

Starhub is a reasonable buy closer to $4.

Dividend Warrior said...

Hi syah,

First REIT gives out distributions quarterly (4 times a year)

Dividend Warrior said...

Hi WL,

I am glad to be your inspiration. ^^

I recommend Ascendas bcos it is has a huge, top quality portfolio of business office space. It is not a pure industrial/logistics REIT. IMO, a solid choice.

My biggest holding is AIMS AMP due to circumstantial reason. I just happen to have a huge sum of money when AIMS was cheap 2 years ago. So, I decided to buy AIMS. Back then, Ascendas was not very attractive.

FCT is a pretty good choice for long-term bcos it has a monopoly in Woodlands and Yishun. Over the next decade, these 2 estates will be further developed.

Dividend Warrior said...

Hi Anonymous,

It is nice to be admire. ^^

I will be updating tomorrow.

Dividend Warrior said...

HI Anonymous,

I would narrow down to 2 choices between SPH REIT or MLT.

SPH REIT is relatively expensive now. I do not think SPH will inject the new Seletar Mall into the REIT soon. It may take a few more years.

So, only MLT is left. The price looks decent at $1.02

Good luck!^^

Dividend Warrior said...

Hi Anonymous,

You can check for the CD and XD dates for all listed stocks on SGX.com website

Dividend Warrior said...

Hi John,

I have to admit that I am not well-versed in bonds. I am more comfortable analysing equities.

If you really need the sum of money for the purchase of your house 2-3 years later, my personal advice would be to put your money in fixed deposit. You can sleep peacefully at night.

However, if you really want to get more returns in the mean time, I suggest using $10k to invest in quality blue-chips.

Anonymous said...

Hi DW

It's great to see someone as young as you being so financially disciplined and well invested. I assume you're not married yet, so spent the next few years accumulating good assets cos when the family and kids come, your expenses will shoot up like no tomorrow! Good luck!

Busta

boomxhoo said...

Hi DW

How do you know when the dividends are given in advance of their announcement?

Dividend Warrior said...

Hi Busta,

Thanks for the compliments! ^^

Dividend Warrior said...

Hi boomxhoo,

I refer to last year's record. Usually, the payment dates are very close.

U can find such info on sgx.com

Anonymous said...

useful info.

Kenneth Goh said...

Hi dW,

Happy cNY. Will u still be vested at cNY current valuation? It's share value is above it's nav. I still waiting for it to come down to fair value or fall below valuation. Other then looking at its NAV. What other valuation technique you will used? Care to share? Cheers

Regards,
Kenneth.

Anonymous said...

Hi Warrior,

How come Keppel Reit dropping like mad? Is it advisable to hold on for long term dividend yield? I brought 10 lots at $1.20 few months back.

Thanks

woon ming said...

DW sorry to ask MLT is ?

Maple tree trust ?

DW why u don't invest in city spring trust ?

KA said...

Hi DW,
Your blog is great for a beginner like me and many thanks for helping to take away some of the difficult choices a beginner has to make.

Can I enquire where did you get the dividends schedule for the various stocks as you have listed on this post? I could only find mostly previous schedule and not the future ones.

Another beginner question: I should be looking at the Record date to determine whether I will get the dividends or not, correct?

Thanks.

Regards

Anonymous said...

Hi, I have 10k to start investing for regular dividend income. I am 40 year old home maker, looking to get maybe $150 per quarter (Or more) of dividend income. Is Starhub or AIMSAMP Reit too expenisve to go in now? Appreciate your advice. Thanks!!

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