Screening For Dividend Stocks In November 2019

How do I find stocks to analyse and decide if it is worth investing? Every month, I will always start by running the stock screener that I have saved on Stocks Café. There are several websites that offer such a tool to screen for stocks using conditions that you can set such as dividend yield, P/E ratio, P/B ratio and Market Capitalization etc. Some website that offers such a tool are Singapore Exchange, FSMOne and StocksCafe.

The stock screener offered by Stocks Café allows me to save the conditions that I can pre-set. You can check out my review here on the Stocks Café Dividend Stocks Screener (Read more: Screening For Dividend Stocks Using Stocks Cafe Stock Screener).

Below are the top 10 dividend yielding stocks as of 14th November 2019.

Name Current Yield % P/E P/B Market Cap
OUE 8.904 19.94 0.33 1.3B
Haw Par 8.765 16.29 0.969 3B
CapitaRetail China Trust 7.316 9.57 0.987 1.8B
Cromwell REIT SGD 7.183 10.96 0.931 1.9B
Cromwell REIT EUR 7.098 11.45 0.966 1.3B
Mapletree NAC Trust 6.757 6.05 0.853 3.9B
Mapletree Industrial Trust 6.076 16.93 1.58 5.4B
Frasers Commercial Trust 5.963 9.77 0.982 1.5B
Yanlord Land 5.714 4.83 0.473 2.4B
Frasers Logistics and Industrial Trust 5.691 11.86 1.271 2.7B

With the ongoing protests in Hong Kong, this has impacted REITs that have Hong Kong assets in its portfolio. Protesters are vandalising malls and this causes shoppers to stay at home, forcing shopping malls and shops to shut their doors.

One such example is Mapletree North Asia Commercial Trust which has Festival Walk as one of its assets.

Mapletree North Asia Commercial Trust is a real estate investment trust, which invests directly or indirectly in a diversified portfolio of income-producing real estate in Hong Kong SAR, China and Japan. It focuses on commercial assets as well as real estate-related assets. Its objective is to achieve an attractive level of return from rental income and long-term capital growth. The company was founded in February 2013 and is headquartered in Singapore.

When the share price fall, the current dividend yield increases. Further analysis is required to check the fundamentals of Mapletree North Asia Commercial Trust if it is still able to sustain its historical dividend payout.

Opportunity?

57 Years Old and Currently Still in The Rat Race

One of my readers asked me for advice on the below scenario that he is facing.


Chance upon your blog since you had one of the REITs that long disposed of but yet I’m still keeping till date (i.e. SoilBuild Business Space REITs). Really enjoy reading your blog and analysis.


I’m 57 years old and currently still in the rat race, having a job that isn’t passionate about and feeling the anxiety and pressure despite already pass the benchmark 55th. I’m not good in investing but saving prudently and working hard, having a bit of equities in CASH, CPF, SRS. Yet the worst performance are those parked in SRS, guess it’s more than 50% lost. The psychologically not willing to let go, couple with the emotional fear of further losing, had since been holding me back from reshuffle the portfolio.


Appreciate any advice you can share.

The first problem that he is encountering is that the REIT that he is holding on is actually on a downtrend which is Soilbuild Business REIT which I have sold long ago. Believe me, it was a hard decision to make when I sold off Soilbuild Business REIT at a loss of 11% and I can understand the feeling of holding a REIT whereby you do not know how much further the value will drop. Like I have mentioned in my previous post, Soilbuild Business REIT is in a risky business whereby 11% of its tenants are in the Marine Oil and Gas Business. This puts SoilBuild Business Space REIT in a high risky position should more tenants default their rent.

My advice is to sell off Soilbuild Business REIT and reinvest the monies into something more stable such as healthcare REITs or retail REITs. Avoid industrial and office REITs as these industries tend to be cyclical. There are plenty other REITs out there such as SPH REIT, CapitaMall Trust and Mapletree Commercial Trust whereby there is still further room for growth.

The second problem is what to do with extra Cash, CPF and SRS? Given his age of 57, I would not put my cash into fixed deposits as this will lock down the monies. I will place the extra cash and SRS into Singapore Savings Bond as there is no lock down period which means you can redeem Singapore Savings Bond any time you want without any penalty. I know the interest rate for SRS is petite and if you didn’t know yet, you can invest in Singapore Savings Bond using SRS which should give you an interest rate of 1.62% for a period of 1 year.

Singapore Savings Bond is an extremely safe investment and I hope the above advice helps!

Screening For Dividend Stocks In September 2019

How do I find stocks to analyse and decide if it is worth investing? Every month, I will always start by running the stock screener that I have saved on Stocks Café. There are several websites that offer such a tool to screen for stocks using conditions that you can set such as dividend yield, P/E ratio, P/B ratio and Market Capitalization etc. Some website that offers such a tool are Singapore Exchange, FSMOne and StocksCafe.

The stock screener offered by Stocks Café allows me to save the conditions that I can pre-set. You can check out my review here on the Stocks Café Dividend Stocks Screener (Read more: Screening For Dividend Stocks Using Stocks Cafe Stock Screener).

Below are the top 10 dividend yielding stocks as of 25th September 2019.

Name Current Yield % P/E P/B Market Cap
Haw Par 8.569 16.46 0.979 3B
Cromwell REIT EUR 7.24 11.34 0.957 1.3B
CapitaRetail China Trust 7.221 9.39 0.937 1.8B
Cromwell REIT SGD 7.183 11.11 0.944 1.9B
Frasers Logistics and Industrial Trust 7.074 12.05 1.332 2.7B
Frasers Logistics and Industrial Trust AUD 6.854 12.82 1.37 2.9B
Mapletree Industrial Trust 6.1 17.27 1.624 5B
Frasers Commercial Trust 5.963 9.74 1.036 1.5B
SPH 5.869 13.82 0.99 3.4B
Mapletree NAC Trust 5.834 6.58 0.918 4.2B

Haw Par has appeared in my previous screening for dividend stocks. The current yield of 8.569% is misleading and I would have dived into the stock if I have not done my personal analysis of Haw Par. Haw Par has paid out a special dividend last year and that is why it always appear top in my screening list for dividend stocks.

There are a few stocks in the above list that I am interested in. Thus, they are possible candidates to add to my stock portfolio after I have done my personal analysis of them. They are Cromwell REIT, CapitaRetail China Trust, Mapletree Industrial Trust and Mapletree NAC Trust. All of them have a current dividend yield of above 5% which is one of the conditions for dividend stocks.

One of the best feature about Stocks Café is that the description gives you a summary about the REIT

Cromwell REIT

Cromwell European Real Estate Investment Trust engages in the investment in property. It focuses on diversified portfolio of income-producing real estate assets in Europe. It operates through the following property sub-portfolios: Office, Light Industrial, and Other. The Office asset class includes Netherlands, Italy, and Finland. The Light Industrial asset class comprises of Netherlands, France, Germany, Denmark, and Italy. The Other asset class focuses on Italy. The company was founded on April 28, 2017 and is headquartered in Singapore.

Capita Retail China Trust

CapitaLand Retail China Trust is a real estate investment trust. It operates through the following segments: CapitaMall Xizhimen, CapitaMall Wangjing, CapitaMall Grand Canyon, CapitaMall Xinnan, CapitaMall Erqi, CapitaMall Shuangjing, CapitaMall Minzhongleyuan, CapitaMall Qibao, CapitaMall Saihan, and CapitaMall Wuhu. It invests on a long-term basis in a diversified portfolio of income-producing real estate used primarily for retail purposes and located primarily in China, Hong Kong and Macau. The company was founded in 2006 and is headquartered in Singapore.

Mapletree Industrial Trust

Mapletree Industrial Trust engages in the provision of real estate solutions and investment in industrial properties. It operates through the following segments: Flatted Factories, Hi-Tech Buildings, Business Park Buildings, Stack-Up and Ramp-Up Buildings, and Light Industrial Buildings. The company was founded on January 29, 2008 and is headquartered in Singapore.

Mapletree North Asia Commercial Trust

Mapletree North Asia Commercial Trust is a real estate investment trust, which invests directly or indirectly in a diversified portfolio of income-producing real estate in Hong Kong SAR, China and Japan. It focuses on commercial assets as well as real estate-related assets. Its objective is to achieve an attractive level of return from rental income and long-term capital growth. The company was founded in February 2013 and is headquartered in Singapore.