basic investment workshop online version.pdf

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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.

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Page 1: Basic Investment Workshop online version.pdf

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.

Page 2: Basic Investment Workshop online version.pdf

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.

Page 3: Basic Investment Workshop online version.pdf

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

Page 4: Basic Investment Workshop online version.pdf

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

Page 5: Basic Investment Workshop online version.pdf

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

Page 6: Basic Investment Workshop online version.pdf

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

Page 7: Basic Investment Workshop online version.pdf

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

Page 8: Basic Investment Workshop online version.pdf

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

Page 9: Basic Investment Workshop online version.pdf

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

Page 10: Basic Investment Workshop online version.pdf

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

Page 11: Basic Investment Workshop online version.pdf

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

Page 12: Basic Investment Workshop online version.pdf

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

Page 13: Basic Investment Workshop online version.pdf

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

Page 14: Basic Investment Workshop online version.pdf

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

Page 15: Basic Investment Workshop online version.pdf

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

www.sharesinterest.com

Page 16: Basic Investment Workshop online version.pdf

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

Page 17: Basic Investment Workshop online version.pdf

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

Page 18: Basic Investment Workshop online version.pdf

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

Page 19: Basic Investment Workshop online version.pdf

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

Page 20: Basic Investment Workshop online version.pdf

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

Page 21: Basic Investment Workshop online version.pdf

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

Page 22: Basic Investment Workshop online version.pdf

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

Page 23: Basic Investment Workshop online version.pdf

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

Page 24: Basic Investment Workshop online version.pdf

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

Page 25: Basic Investment Workshop online version.pdf

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

Page 26: Basic Investment Workshop online version.pdf

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

Page 27: Basic Investment Workshop online version.pdf

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

Page 28: Basic Investment Workshop online version.pdf

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

Page 29: Basic Investment Workshop online version.pdf

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

Page 30: Basic Investment Workshop online version.pdf

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

Page 31: Basic Investment Workshop online version.pdf

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

Page 32: Basic Investment Workshop online version.pdf

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

Page 33: Basic Investment Workshop online version.pdf

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

Page 34: Basic Investment Workshop online version.pdf

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.

5 Min

Page 35: Basic Investment Workshop online version.pdf

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

Page 36: Basic Investment Workshop online version.pdf

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

Page 37: Basic Investment Workshop online version.pdf

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’

www.sharesinterest.com

Page 38: Basic Investment Workshop online version.pdf

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

Page 39: Basic Investment Workshop online version.pdf

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

Page 40: Basic Investment Workshop online version.pdf

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 – Trendwww.sharesinterest.com

Page 41: Basic Investment Workshop online version.pdf

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 – Trend

www.sharesinterest.com

Page 42: Basic Investment Workshop online version.pdf

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

Page 43: Basic Investment Workshop online version.pdf

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

Page 44: Basic Investment Workshop online version.pdf

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

Page 45: Basic Investment Workshop online version.pdf

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

Page 46: Basic Investment Workshop online version.pdf

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

Page 47: Basic Investment Workshop online version.pdf

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

Page 48: Basic Investment Workshop online version.pdf

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

Page 49: Basic Investment Workshop online version.pdf

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

Page 50: Basic Investment Workshop online version.pdf

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

Page 51: Basic Investment Workshop online version.pdf

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

www.sharesinterest.com

Page 52: Basic Investment Workshop online version.pdf

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

www.sharesinterest.com

Page 53: Basic Investment Workshop online version.pdf

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

Page 54: Basic Investment Workshop online version.pdf

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)

www.sharesinterest.com

Page 55: Basic Investment Workshop online version.pdf

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

www.sharesinterest.com

Page 56: Basic Investment Workshop online version.pdf

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

www.sharesinterest.com

Page 57: Basic Investment Workshop online version.pdf

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

www.sharesinterest.com

www.facebook.com/sg.sharesinterest

Page 58: Basic Investment Workshop online version.pdf

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.

Page 59: Basic Investment Workshop online version.pdf

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.

Page 60: Basic Investment Workshop online version.pdf

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?

Page 61: Basic Investment Workshop online version.pdf

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.

www.sharesinterest.com