In my opinion, there are 5 high-growth areas over the next decade. My portfolio shall be riding on these mega trends.
- Healthcare
- Logistics
- Education
- Financial Tech
- Data Analytics/ Big Data
Fight for your dreams
Dividend Warrior
Monday, May 11, 2015
Dividend Warrior Is Back! April 2015 Portfolio Update - 5 Pillars Of Future Growth
In my opinion, there are 5 high-growth areas over the next decade. My portfolio shall be riding on these mega trends.
Fight for your dreams
Dividend Warrior
Friday, April 3, 2015
Future Catalysts for Raffles Medical Group
Expansion
Proceeding as Planned
Both Raffles Holland Village and Raffles Hospital Extension are currently under construction. Raffles Hospital Extension is slated for completion in 1Q17. Work at Raffles Holland Village is on track for completion by 1Q16. Raffles Hospital will add another 220,000 sq ft of floor area. There will be a future connection between Raffles Hospital and Bugis MRT station at Basement 1 level. This 20-storey building will be dedicated to outpatient traffic.
Raffles Holland Village will be a combination of medical and retail spaces, totalling 62,720 sq ft. Raffles Medical will only keep 9,000 sq ft for medical purposes. It will lease out 4,500 sq ft to DBS for its banking operations. The rest will be available for retail shops and F&B outlets. Upon completion, Raffles Medical is expected to get a 6%-7% rental yield from the commercial units in the new mall.
I believe that patient volume growth will improve as a result of the expansion. Meanwhile, the Pioneer Generation package and Community Health Assist Scheme should support patient volumes in the immediate term
Strong cash position to fund Overseas Venture
Raffles Medical Group's cash position remains strong at S$150.2m (as of the quarter ended December 31, 2014). It has signed two letters of intent to establish private hospitals in Shenzhen and Shanghai.
Power of CD
Dividend Warrior
Both Raffles Holland Village and Raffles Hospital Extension are currently under construction. Raffles Hospital Extension is slated for completion in 1Q17. Work at Raffles Holland Village is on track for completion by 1Q16. Raffles Hospital will add another 220,000 sq ft of floor area. There will be a future connection between Raffles Hospital and Bugis MRT station at Basement 1 level. This 20-storey building will be dedicated to outpatient traffic.
Raffles Holland Village will be a combination of medical and retail spaces, totalling 62,720 sq ft. Raffles Medical will only keep 9,000 sq ft for medical purposes. It will lease out 4,500 sq ft to DBS for its banking operations. The rest will be available for retail shops and F&B outlets. Upon completion, Raffles Medical is expected to get a 6%-7% rental yield from the commercial units in the new mall.
I believe that patient volume growth will improve as a result of the expansion. Meanwhile, the Pioneer Generation package and Community Health Assist Scheme should support patient volumes in the immediate term
 |
| An artist's impression of Raffles Holland Village |
Positive Long-term Prospects for Healthcare Sector
In the
long-term, the healthcare sector in Singapore is strongly supported by rising
affluence among the masses, an aging population and increased medical tourism.Strong cash position to fund Overseas Venture
Raffles Medical Group's cash position remains strong at S$150.2m (as of the quarter ended December 31, 2014). It has signed two letters of intent to establish private hospitals in Shenzhen and Shanghai.
2-Year Agreement With MOH To Receive SCDF Patients.
Raffles Medical Group
Ltd has entered into an agreement with the Ministry of Health Singapore to
collaborate on a 2-year project whereby Raffles Hospital's Emergency Department
will receive patients transported to it by Singapore Civil Defence Force emergency
ambulances during office hours. Raffles Hospital will provide emergency care for
these patients at its ED, and follow up inpatient care and/or outpatient care
at its specialist clinics, as medically indicated, in relation to the patient's
presenting diagnosis at the ED. Patients treated in Raffles Hospital under this
collaboration will be eligible for Government subsidy. The project is expected
to be implemented around the middle of 2015, allowing time for preparation and
commissioning of facilities and systems.
Power of CD
Dividend Warrior
Wednesday, December 24, 2014
Dividend Warrior Singapore Portfolio Update (December 2014)
No.
|
Stock
|
Lots
|
% of Portfolio
|
1
|
AIMS AMP REIT
|
30
|
15.1%
|
2
|
Starhub
|
10
|
10.3%
|
3
|
Singtel
|
7
|
8.7%
|
4
|
Frasers Centrepoint Trust
|
12
|
8.7%
|
5
|
SPH
|
5
|
7.8%
|
6
|
M1
|
7
|
7%
|
7
|
SATS
|
4
|
5.2%
|
8
|
Capitamall Trust
|
7
|
4.9%
|
9
|
CACHE Logistics Trust
|
10
|
4.7%
|
10
|
Mapletree Logistics Trust
|
10
|
4.4%
|
11
|
SembCorp Industries
|
2
|
4.3%
|
12
|
PLife REIT
|
4
|
3.3%
|
13
|
Suntec REIT
|
6
|
3.1%
|
14
|
First REIT
|
10
|
3%
|
15
|
Mapletree Greater China Commercial Trust
|
7
|
2.5%
|
16
|
Raffles Medical Group
|
1
|
1.6%
|
17
|
ST Engineering
|
1
|
1.6%
|
18
|
Sheng Siong
|
5
|
1.4%
|
19
|
Mapletree Industrial Trust
|
2
|
1.2%
|
20
|
Neratel
|
3
|
0.8%
|
Total dividends collected (2014)
|
S$15,066.12
|
Total Invested Capital
|
S$239,542
|
Annual Yield (2014)
|
6.3%
|
Average Monthly Dividends (2014)
|
S$1,255
|
Available funds for investment
|
S$10,000
|
Unrealized Paper Gain (S$)
|
S$50,068
|
For the month of December, I will be receiving a total of S$1,783 in dividends/ distributions.
- Mapletree Industrial Trust: S$52
- SATS: S$200
- AIMS AMP REIT: S$831
- SPH: S$700
In summary, I achieved a monthly dividend income of S$1,255 in 2014. Compare to last year's figures, there is a 5.3% growth. My total annual dividend income crossed the S$15k mark for the first time in my investment journey! In terms of unrealised capital gains, there is a growth of 21% compared to December 2013.
The comment feature is opened again. Feel free to leave your comments!
DW wishes everyone a Merry Christmas!^^
Ho Ho Ho!
Dividend Warrior
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