Bought both shares these few weeks.
Like Singtel for its consistent dividends (5%), and also its business shift into Analytics and Cyber Security.
Also bought it because it dipped to a resistance level. Bought it at 3.39.
For Viva, like it because it is more invested into Business Parks. Smaller % on logistic and others.
Business Park in my view are offices that are not located in prime areas.
The other stock is Mapletree Commercial Trust.
But I did not buy that as it has risen in recent times.
Viva still has very attractive dividend at around 8%.
And though the share price also rose, but not much in my memory.
It was 0.8 in 2015, and I bought it yesterday at 0.89.
Also considered OUE and Mapletree Greater China.
Did not buy them in the end.
Greater China has properties in prime China cities.
But much of its rental yields also come from their retail.
Their properties are mix of retail and office.
I am interested in office.
For OUE, I liked it as it is a simple and elegant stock.
They have 3 beautiful office properties, one facing Marina and another in CBD.
The 3rd one is in China.
Their Price / Book value is very good at 0.5.
But I decided against buying OUE.
Singapore wants to spread offices into all 4 corners in Singapore.
They will also have good transport network, especially MRT in maybe 5 years time.
Properties in CBD will go down.
That is maybe why OUE Price / Book value is so low.
Finance companies might be disrupted in future, and many of them are in CBD.
Even Google, a company that I think will be massive, and is already massive, has Singapore HQ located in a Business Park (owned by Mapletree Commercial REIT).
Nowadays I am hungry for high dividend stocks.
It is a great feeling to earn dividends every year, and I hope it increase it.
It will take pressure away from your job and life.
If ever you don't have a job, you have soldiers of dividend shares to support you slightly.
I have to keep in mind to have a backup cash to pour into when there is a crash.
Need to balance between increasing investments and being defensive at the same time.
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