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TSI 5 Jun 2015
- 1. 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.
Speakers: Daniel Cheong
William Chua
5 Jun 2015
- 2. 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.
- 3. 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 how the stock market
works1
• Understanding common corporate
actions2
• Trading and Investing Strategies3
• The financial markets post-financial-
crisis4
• A new approach to forecasting
market movements to complement
with FA and TA
5
• Basic rules and co-relationships of
the major asset classes6
Topics
- 4. 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 how the
Singapore Stock Market
works
- 5. 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
- 6. 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)
Normal tradingPre-Opening
Pre-
Closing
8.30am
8.58am
8.59am
9am 5pm
5.04pm
5.05pm
Orders submission/withdrawal
Orders matching
Orders submission/withdrawal
Orders matching only
at 8.58 or 8.59
(opening price)
Orders submission/withdrawal
Orders matching only
at 5.04 or 5.05
(closing price)
www.sharesinterest.com
- 7. 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
- 8. 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
- 9. 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
- 10. 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
- 11. 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
- 12. 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
- 13. 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
- 14. 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
- 15. 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
Eg, 1 into 3 Split
Before: 1000 shares After: 3000 shares
Each share becomes more affordable
Improve liquidity
www.sharesinterest.com
- 16. 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 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
- 17. 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 actionsQ
Shares of company ABC is currently trading at S$0.001, which is the
lowest tradable price in SGX. Mr X is thinking of buying some of the
shares. His reason of buying is:
Since S$0.001 is the lowest price, the price can only go up and so he
will not lose. Is Mr X reason valid?
No! He can lose his investment. The total value of shares can still go
down!
www.sharesinterest.com
- 18. 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 Consolidation
As at Mar 2015
www.sharesinterest.com
- 19. 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 Consolidation
www.sharesinterest.com
www.sgx.com
Company Information
- Company Announcements
Select ‘Corporate
Action
-> Share
Consolidation
- 20. 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
- 21. 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
1 for 2 Rights issue at $1 for each Right share
10,000
Shares
10,000
Shares
5,000
Rights
10,000
Shares
5,000
Shares
5,000 x $1 = $5000
www.sharesinterest.com
- 22. 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
- 23. 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 Studies – Rights Issues
Company Year Details Current
Share Price
OCBC 2014 1 FOR 8 @ $7.65 ~ $10
2005 1 FOR 5 @ $5
Company Year Details Current
Share Price
United Engrs 2013 1 FOR 1 @ $1.50 ~ $2.65
2009 3 FOR 5 @ $1
www.sharesinterest.com
- 24. 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 Studies – Rights Issues
Company Year Details Current
Share Price
TIGER
AIRWAYS
2014 85 FOR 100 @
$0.20
~ $0.30
2013 1 FOR 5 @ $0.47
2011 1 FOR 2 @ $0.58
Company Year Details Current
Share Price
S I2I 2011 1 FOR 1 @ $0.055 ~ $0.002
2010 1 FOR 1 @ $0.10
2006 1 FOR 4 @ $0.16
www.sharesinterest.com
- 25. 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
- 26. 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
- 27. 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
20
Jan
13
14 15 16 1917 18
Last day to buy
for entitlement
Ex-Date
Book Closure Date
(Record Date)
www.sharesinterest.com
- 28. 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
- 29. 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
- 30. 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
Use Charts to identify trends and Support/Resistance
(impt!)
Avoid trading based purely on news
Do not contra
Use the appropriate tools
Margin/leverage (eg, CFD, Margin acct)
www.sharesinterest.com
- 31. 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
- 32. 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
- 33. 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
- 34. 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
- 35. 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
- 36. 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
- 37. 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
Other case studies:
M1
DBS
yzj
- 38. 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
- 39. 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
• Ezion
1) Growth
www.sharesinterest.com
- 40. 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
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
- 41. 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
- 42. 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
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
- 43. 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
- 44. 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
- 45. 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
- 46. 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
CapitaMall Trust : last 10 years
www.sharesinterest.com
- 47. 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.
Special deal – only for today!
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5 Min
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Inter-Market Analysis (IA)
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Profit from Global Markets
A New Approach To Forecasting Market Moves
Speakers: William Chua
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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.
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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.
My Profile
A License Remisier from Philip Securities Pte Ltd
Ex-Banker who has experience and Knowlege on dual currency, Fixed Income
(Convertible Bond, Government Bond, Corporate Bond etc), Equity Linked Note, Structured
Product, Forex and Structure Warrants
Has Been Investing in Share since 1993
A License Trader/Trading Representative who is regulated under MAS (Monetary Authority of
Singapore)
Full Time Equity/Forex/Structure warrant Trader since 2006
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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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The STRAIT TIMES on 13 Jan 2013
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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.
The Global Financial Markets
The New World Order
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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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New World Order – 6 May 2010(Flash Crash)
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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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How to forecast the New World
FA + TA = Optimism
IA
FA – Fundamental Analysis
TA – Technical Analysis
IA – Intermarket Analysis
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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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What is Intermarket Analysis (IA)
“ Intermarket Analysis is the analysis of
more than one related asset class or
financial market to determine the strength
or weakness of the financial markets or
asset classes being considered “
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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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Intermarket Analysis
Four Major Sectors of the Financial Markets
1) Currency
2) Equities
3) Bonds
4) Commodities
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Basics Rules of Intermarket Analysis
* A Financial Market never moves in isolation
* All Financial markets are connected, both domestically and
globally.
* An analysis of one financial must include an anlysis of all the
financial markets.
* The main financial market groups are stock, bond, commodities
and currency markets
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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 so be
SIMPLE
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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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Selection of Stocks
DownTop Approach – Select Country / Sector
1) FA – Select the Stock to invest/Trade
2) TA – Set entry price, Exit Price and Stop Loss Price
3) IA – Monitor the overall markets conditions and Co
relationship of the selected stock
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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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Fundamental Analysis - Stock Analytics
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Technical Analysis - ChartWhiz
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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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My Trading RADAR
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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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E.g1: Relationship between HSI index
and EUR/USD
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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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E.g 2 – OLAM before the Attack
24 Oct 2012
Olam Debt : $7.2B
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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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E.g 2 - OLAM Chart
27 Nov 2012
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Case 3 – Q&M12 Mar 15
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Case 3 – Q&M
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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.
The DataBank
Global Desk
Fund Houses
Bond Desk
2 Group of
Remisiers
ME Clients
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Questions?
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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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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*
iv) Securities lending for extra income
Improve your trading/investing experience
Investment Margin
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) Increased purchasing power
iv) Securities lending for extra income
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.
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Account maintenance fee
S$16.05 per quarter (waived if there is at least one trade (local or
foreign) in the quarter
Now waived till 30 Jun 2016!
Corporate action fee
Cash Dividend: 1% on net dividend subject to min S$1.07 capped
at S$53.50 + Foreign fees and taxes (if
applicable)
Others: S$10.70 + Foreign fees and taxes (if applicable)
Improve your trading/investing experience
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Improve your trading/investing experience
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Improve your trading/investing experience
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