basic investment workshop online version.pdf
TRANSCRIPT
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Disclaimer
This presentation is provided to you for general information only and does not constitute a recommendation, an offer or
solicitation to subscribe for, purchase or sell the investment products mentioned herein. It does not have any regard to your
specific investment objectives, financial situation and any of your particular needs. Accordingly, no warranty whatsoever is
given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of you acting
based on this information. Investments are subject to investment risks including the possible loss of the principal amount
invested. The value of the units in any fund and the income from them may fall as well as rise. Access to services and your
account may be affected by market conditions, system performance and other reasons.
The information contained in this presentation has been obtained from public sources which PSPL has no reason to believe
are unreliable and any analysis, forecasts, projections, expectations and opinions (collectively the “Research”) contained in
this presentation are based on such information and are expressions of belief only. PSPL has not verified this information
and no representation or warranty, express or implied, is made that such information or Research is accurate, complete or
verified or should be relied upon as such. Any such information or Research contained in this presentation is subject to
change, and PSPL shall not have any responsibility to maintain the information or Research made available or to supply
any corrections, updates or releases in connection therewith. In no event will PSPL be liable for any special, indirect,
incidental or consequential damages which may be incurred from the use of the information or Research made available,
even if it has been advised of the possibility of such damages.
You may wish to seek advice from a qualified financial adviser, pursuant to a separate engagement, before making a
commitment to purchase any of the investment products mentioned. In the event that you choose not to seek advice from a
qualified financial adviser, you should consider whether the investment product is suitable for you before proceeding to
invest and we do not offer advice in this regard unless mandated to do so by way of a separate engagement.
You are advised to read the Conditions governing Phillip Securities Trading Accounts and the Risk Disclosure Statement
carefully before investing in this product.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
• How the Singapore stock market function1
• Obtaining and interpreting stock information2
• Understanding common corporate actions like bonus shares, share consolidation, rights issues.
3
• Trading and Investing Strategies4
• Dos and Don’ts5
Topics
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
SGX Educational video – stock market basics
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
How the Singapore Stock
Market Function
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Shares | Stocks | Equities
12
3
4
56
7
8
9
10
= 1 share
(10%)
10
shares
Company
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Shares | Stocks | Equities
100200
300
400
500
600700
800
900
1000
= 100 shares
1000
shares
1 Share
(0.1%)
Company
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Case Study: S’pore Press Hldg (SPH)
(1.61b)
= 5,000 shares
SPH
1,610,000,000
Shares
= 0.00031%
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
SGX
Broking Hse A
Broking Hse C
Broking Hse B
Buy
Buy
BuySell
Sell
Sell
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
SGX
BROKING HOUSE
CDP
CDP: Central Depository Pte Ltd (Securities Account)
Trading
Acct
Buy /
Sell Payment /
Receipt
Update of shares holdings
Update of
Corporate
Actions (Eg,
Dividends)
Market Info, Trade details
Settlements
Apply for CDP
Internet pin!
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Basic Trading Information
Before 19 Jan 2015: Lot Size: 1000 shares
From 19 Jan 2015: Lot Size: 100 shares
Trading Hours: 9am to 5pm continuous
(Pre-opening: 8.30am to 8.58/8.59am)
(Pre-closing: 5pm to 5.04/5.05pm)
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Basic Trading Information
Transaction costs:
Trading Fee: 0.0075%
Clearing Fee: 0.0325%
Brokerage Fee: 0.28% - 0.5% (min $25-$40)
GST on above fees
Contract value < $9000 : Total transaction fee ~ $27 to $31 per contract
Contract value $10000 : Total transaction fee ~ $35 per contract
• Amalgamation: Same counter, same market, same type, same side, same day
• Lower brokerage rate for larger contract value. Eg, > $50K
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Basic Trading Information
Trading fee, Clearing fee and GST still apply
Total about $12 for max scenario
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Basic Trading Information
SGX Markets: Ready Market
Unit Share Market
Buy-In Market
Unit Share Market: Lot size 1; for trade qty of 1-99
Brokerage $10
Buy-in Market:
• For SGX to conduct “buying-in” of shares being ‘shorted’
• Accessible via brokers
• Immediate settlement
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
When do I need to pay (buying)? When will I get paid (selling)?
SGX Settlement cycle: T+3
Mon Tue Wed Thur Fri MonSat Sun
Trade
Date
(T)
Due
Date
(T+3)
Settlement
Date
Trade
Date
(T)
Due
Date
(T+3)
Settlement
Date
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Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
When do I need to pay (buying)? When will I get paid (selling)?
SGX Settlement cycle: T+3
Mon Tue Wed Thur Fri MonSat Sun
Trade
Date
(T)
Due
Date
(T+3)
Settlement
Date
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Obtaining and Interpreting
Stock Information
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Obtaining and interpreting stock
information
Last Done Buy Vol (K) Buy (Bid) Sell (Ask) Sell Vol (K)
1.145 412 1.145 1.15 92
680 1.14 1.155 255
900 1.135 1.16 205
550 1.13 1.17 886
224 1.12 1.175 474
buyer seller
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
SGX Watchlist
The Exchange will place a Company on the SGX Watchlist, if it
records:—
(i) pre-tax losses for the three most recently completed consecutive
financial years (excluding exceptional or non-recurrent income and
extraordinary items); and
(ii) an average daily market capitalisation of less than $40 million over the
last 120 market.
Companies on Watchlist are given two years to improve their
financials to be granted removal from Watchlist. Failing which, the
company might be asked to delist.
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
SGX Watchlist
Where to see which are the companies that are currently on
watchlist?
- SGX Website
- POEMS price information (special symbol ˄)
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
SGX Watchlist
New! The Exchange will place a Company on the SGX Watchlist, if
:—
the volume weighted average price of their shares for the 6 months
preceding the date of review is less than S$0.20 (Min Trading Price
requirement) . First review date is 1 Mar 2016.
Only companies listed on the SGX Mainboard are subjected to this
rule. They have 36 months to exit from the Watchlist, failing which,
the company might be asked to delist.
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Understanding Some
Common Corporate
Actions
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Some common corporate actions
Dividends
Profits
Dividends
Shareholders
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Some common corporate actions
Bonus Shares
1,000,000
shares
1,500,000
shares
1 for 2 bonus
shares
10,000 10,000
+ (10,000 ÷ 2)
5,000
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Some common corporate actions
Shares Split / Shares
Consolidation
Eg, 1 into 3 Split
Before: 1000 shares After: 3000 shares
Each share becomes more affordable
Improve liquidity
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Some common corporate actions
Shares Split / Shares
Consolidation
Eg, 5 for 1
Consolidation
Before: 5000 shares
After: 1000 shares
Increase ‘profile’ of stocks
To meet regulatory requirement (Min trading price)
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Some common corporate actions
Rights Issues
Rights – entitlement given to existing shareholders to buy more
shares at a predetermined price at a predetermined ratio.
Asking shareholders for more fund
Company ABC
2,000,000
shares
To raise $1m,
1 for 2 Rights issue at
$1 for each Right share
(new share)
Every 2 share you own,
you can buy another 1 at
$1 each.
3,000,000
shares
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Some common corporate actions
Rights Issues1 for 2 Rights issue at $1 for each Right share
10,000
Shares
10,000
Shares5,000
Rights
10,000
Shares
5,000
Shares
5,000 x $1 = $5000
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Some common corporate actions
Rights Issues
10,000
Shares
5,000
Rights
Rights, if not exercised, can be sold in the market
during the ‘Rights trading period’
Need to have a Singapore mailing address! Else, register a ‘Rights
Mailing Addr’ with CDP
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Some common corporate actions
Where to find? - www.sgx.com
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Some common corporate actions
Where to find?
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Ex-Date and Book Closure Date (Record Date)
SGX Settlement cycle: T+3
20Jan
1314 15 16 1917 18
Last day to buy
for entitlement
Ex-DateBook Closure
Date
www.sharesinterest.com
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Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
5 Min
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
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Trading and Investing
Strategies
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Trading and Investing Strategies
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Trading Strategies
Chart:
Support and Resistance
Trend
Technical indicators
Volume and Momentum
Be aware of ‘Buy on rumours (anticipation), sell on facts’
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Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Trading Strategies – Support / Resistance
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
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Trading Strategies – Support / Resistance
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
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Trading Strategies – Trendwww.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
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Trading Strategies – Trend
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Trading Strategies – Technical Indicators
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Trading Strategies
- Volume and momentum
- Case study: SMRT
- Buy on rumours (anticipation), sell on facts
(sell on rumours, buy on facts)
- Case study: Olam
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Investing Strategies
1) Growth High growth companies at the beginning of the cycle –
• High Price Earning ratio (PE)
• High Price to Book Value (P/BV)
• Little or no dividends
More suitable for aggressive, young investors as risk is higher
Benefits
can be very rewarding as share price can appreciate many times.
Risks
Revenue/profit growth might slow unexpectedly – can result in sharp
drop in share price as earlier expectation might be too high.
Non-profitable companies might be marketed as growth companies.
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Investing Strategies
Case studies
• Osim
• Super Gp
1) Growth
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Investing Strategies2) Value
Occurs during major shock/crisis when price of the stock falls
significantly while fundamental of the company remain little or
unaffected; or, Undiscovered gem not realized by the market
• Low PE
• Low Price to Book
More suitable for patient investors
Benefits can be very rewarding as share price can recover fairly quickly or
appreciate quickly as more investors discover the value of the stock.
Risks Share price can remain at depressed levels till the market “discover”
the value, or existing substantial shareholders do something to unlock
shareholders’ value.
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Investing Strategies
2) Value
Case studies
• Hong Fok
• Valuetronics
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Investing Strategies3) High dividend yield
Companies in a mature industry;
REITs, Business Trust
- Look at the company's sustainability in maintaining or even
increasing the dividend payout ( look at OCF )
More suitable for less aggressive, long-term investors
Benefits Stock price tends to be less volatile
Consistent returns from dividends
Risks Might underperform during market bull-run (Risk-on scenario)
Share price may adjust downwards in reaction to any upside in interest
rates.
For highly-geared companies, in an increasing interest rate
environment, dividends payout may be impacted.
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Investing Strategies
3) High dividend yield
Case studies
• SPH
• REITs
• Telcos
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Investing Strategies
SPH: last 10 years
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Investing Strategies
Singtel: last 10 years
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Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Investing StrategiesCapitaMall Trust : last 10 years
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Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Dos and Don’ts
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Do
be clear about your risk tolerance and investment objectives.
use the appropriate strategies according to your risk levels and
investment objectives.
research on the companies that you are interested to understand the
business model and industry cycle.
be prepared to CUT LOSS when the original purpose for buying the
company’s shares is no longer valid.
exercise proper money management (preserve your capital so as to
enable you to fight another day)
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Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Don’t
let emotion control your behaviour i.e, do not fall in love with a
particular stock - you might end up not wanting to sell even if the original
purpose for purchasing is not longer valid
trade too frequently as this would cloud emotions and increase your
anxiety and might leads to making errors.
use monies that is needed for other purposes in the near term to
invest and expect quick returns.
be taken in by high dividends promised by special investment
instruments say a trust or structured products. (Ask oneself about the
sustainability in maintaining or increasing the dividend payout.) - case
study
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Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Business Trust
- Cash-generating assets can be monetised
- Certain cash-generating assets are depreciating over the years (eg,
Utilities) or subjected to industrial cycles (eg, Ships)
- Like returning capital to shareholder, instead of investment returns
(profits)
$0.0000
$0.0200
$0.0400
$0.0600
$0.0800
$0.1000
$0.1200
2008 2009 2010 2011 2012 2013
FSL Trust
DPS
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Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Improve your trading/investing experience
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www.facebook.com/sg.sharesinterest
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Investment Custodian
i) Liase directly with Phillip (your Remisier) on all corporate actions.
ii) Shares holdings are updated and your Remisier can assist to check your
holdings.
iii) Higher trading limits*
Improve your trading/investing experience
Pre-Paid Custodian
I.Reduced commission rates for Singapore (0.18% or S$18 min) and US
markets (US$20 Flat)
II.Multi-currency ledger to handle different markets
III.Saves time - corporate actions, including cash offers, bonus share
issues, dividend payouts and share custody are handled by Phillip
Securities
Useful for foreigners residing outside of Singapore , or anyone who wishes to enjoy the convenience
and benefits of liaising with only one single custodian for all their shares.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Questions?
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z © PhillipCapital 2015. All Rights Reserved. For internal circulation only.
Setting up POEMS trading account
No set-up cost
If you do not have a CDP account, we can assist you to open one
Accounts will be ready in approx 2 weeks time
No maintenance fee*
Trade online via Internet, mobile (apps) or your Remisier
* certain fees may be applicable to certain account types such as Margin, Custodian and Cash pre-paid.
Foreign shares custody fee may apply.
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