Mapletree NAC Trust Archives - My Sweet Retirement

Screening For Dividend Stocks In April 2020

April 10, 2020April 29, 2020 My Sweet Retirement 4 Comments

Last month, the stock market had crashed due to the impact of COVID-19. Since then, the stock market has started its recovery when news of government from different countries started to provide stimulus budget to revive the economy. During the crisis, I have picked up OCBC Bank, Singtel, US Manulife REIT and added more of CapitaMall Trust when their stock prices fell. If you didn’t know, I am a dividend investor. Thus, I usually look out for stocks with attractive dividend yield that provides me with endless dividends many years ahead. The stock market crash has provided me with such an opportunity.

I will run the Stocks Café stock screener every month which gives me a list of stocks that fulfill my dividend criteria. I fall into the medium risk type of investor and thus I never looked at stocks with dividend yield more than 10%. Below are the criteria that I used to identify dividend stocks.

Current Yield (%) >= 5 and <= 10
Price / Earnings <=20
Price / Book <= 3
Market Capitalization >= 1B

Below are the top dividend yielding stocks as of 10th April 2020. I believe you will see some REITs that you have been eyeing for before the stock market had crashed. Even though the stock prices have started the recovery, the current yield is still attractive.

Name	Current Yield %	P/E	P/B	Market Cap
Mapletree NAC Trust	9.981	4.44	0.611	2.8B
OUE Commercial REIT	8.711	13.38	0.618	2B
Ascendas-iTrust	8.644	5.29	1.084	1.4B
DBS	7.837	7.65	0.998	48.7B
Frasers Logistics and Industrial Trust	7.568	9.05	0.974	2.1B
CapitaRetail China Trust	7.557	8.46	0.845	1.6B
Frasers Commercial Trust	7.385	7.91	0.794	1.2B
Suntec REIT	7.37	9.21	0.605	3.6B
CapitaMall Trust	7.125	8.89	0.798	6.2B
Ascendas REIT	7.038	17.7	1.29	10.1B
Yanlord Land	6.733	2.97	0.358	2B
ComfortDelgro	6.527	12.25	1.252	3.2B
Frasers Centrepoint Trust	6.275	9.41	0.87	2.2B
UOB	6.197	7.74	0.849	33.4B
SIA Engineering	6.18	10.44	1.29	2B
CapitaCommercial Trust	6.082	12.77	0.784	5.6B
SPH REIT	6.081	11.84	0.786	2.1B
TCIL HK$	6.044	17.2	0.329	3.7B
SATS	5.938	15.9	2.211	3.6B
OCBC Bank	5.922	7.91	0.863	39.4B
Jardine Cycle & Carriage	5.833	6.71	0.875	8.1B
Mapletree Commercial Trust	5.595	5.45	0.955	5.6B
Yangzijiang Ship Building	5.435	5.9	0.601	3.6B
Guocoland	5.385	5.72	0.374	1.4B
Olam International	5.208	9.01	0.852	4.6B
SPH	5.195	12.19	0.72	2.5B
Frasers Property	5.128	7.32	0.453	3.4B
Lonza	5.042	5.72	0.659	5.9B

Last, I just want to mention again that the above list is for reference only and we should do our homework before buying into the stock simply for the dividend yield.

Screening For Dividend Stocks In March 2020

March 14, 2020April 29, 2020 My Sweet Retirement Leave a comment

The stock market crashed this week on further news of the spread of the COVID-19 virus and also the oil price war between Saudi Arabia and Russia. Due to the continued bad news, the Straits Times Index (STI) fell as much as 6.03% on Monday, 9th March 2020. As you can see from the chart below, the Straits Times Index (STI) crashed further on Friday, 13th Mar 2020 before rebounding slightly at the end of the day.

During such crisis, there is an opportunity to start picking up quality stocks that can climb back and continue its growth when the stock market normalize in 1 or 2 years time (I guess).

If you had followed my blog, you know that I always have my stock screener ready to identify stocks that gives me a good dividend yield. When stock price goes down, the current dividend yield goes up.

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 dividend yielding stocks as of 14th March 2020.

Name	Current Yield %	P/E	P/B	Market Cap
Cromwell REIT SGD	9.494	9.32	0.848	1.7B
Mapletree NAC Trust	8.651	5.11	0.703	3.2B
OUE Commercial REIT	8.487	13.73	0.633	2.1B
Ascendas-iTrust	8.361	5.47	1.121	1.4B
CapitaRetail China Trust	8.25	7.75	0.774	1.5B
CDL Hospitality Trust	8.054	12.04	0.735	1.4B
Starhill Global REIT	7.757	19.36	0.651	1.3B
Far East Hospitality Trust	7.189	16.77	0.613	1B
Frasers Commercial Trust	6.809	8.58	0.861	1.3B
Yanlord Land	6.733	2.97	0.358	2B
Frasers Logistics & Industrial Trust	6.667	10.27	1.106	2.4B
Ascendas REIT	6.524	19.1	1.392	10.9B
UOB	6.455	7.73	0.848	33.4B
SPH	6.383	15.02	0.88	3B
DBS	6.357	7.74	1.009	49.2B
Yangzijiang Shipbuilding SGD	6.289	5.1	0.519	3.1B
Suntec REIT	6.255	10.85	0.712	4.3B
Hong Leong Finance	6.25	10.4	0.561	1.1B
SPH REIT	6.164	14.57	0.97	2.5B
TCIL HK$	6.117	10.78	0.34	3.8B
OCBC Bank	5.843	8.02	0.874	39.9B
ComfortDelgro	5.725	13.97	1.427	3.7B
SIA Engineering	5.556	11.61	1.435	2.2B
CapitaMall Trust	5.491	11.53	1.035	8B
Jardine Cycle & Carriage	5.409	7.45	0.971	9B
Bukit Sembawang	5.379	13.45	0.791	1.1B
Olam International	5.298	9.45	0.893	4.8B
SATS	5.278	17.89	2.487	4B
Genting Singapore	5.147	11.91	1.018	8.2B

Last, I just want to mention again that the above list is for reference only and we should do our homework before buying into the stock simply for the dividend yield.

Summary of February 2020 Transactions

February 29, 2020May 9, 2020 My Sweet Retirement Leave a comment

Today is a special day (29th February 2020). Instead of the usual 28 days, we have 29 days in this month of February 2020, which is also called the leap year. We are also in the second month of the COVID-19 outbreak where it causes disruptions or instability to the current economy.

Earlier this month, the stock market seemed to have ignored the impact of the COVID-19 to the economy. This is based on my observation on the Straits Time Index (Read more: Impact of COVID-19 to Straits Time Index) However, just a few days ago, I observed that the stock market started to react to the impact of the COVID-19 outbreak. It is hard to tell whether the downtrend is short term or long term. The Straits Times Index (STI) closed at 3,011.08 yesterday.

The current situation has proven that we should always have some form of emergency funds that can tide us over 6 months or more should we get retrenched due to financial crisis. Thus, I continued to purchase Singapore Savings Bonds monthly even though the interest rate has fallen. The average interest rate of March Singapore Savings Bond is 1.71% if you hold it for 10 years. Singapore Savings Bonds currently makes up 17% of my entire investment portfolio.

I did not make any stock purchases this month but definitely I am looking around as the stock prices of many counters in my watchlist has fallen this week and they provide an attractive dividend yield in the long run. Some examples are Singtel, SPH REIT, Suntec REIT, Mapletree North Asia Commercial Trust.