The portfolio has taken a bit of battering in 2018 so far with Singtel, Starhub and Thaibev suffering. This doesn't bother me much as I'm in the game for the long haul.
Thaibev in particular tumbled over 10% in the last week, making it rather attractive at $0.645. I have faith in this counter in the run run especially with their recent acquisitions in Vietnam (Sabeco) and in Thailand (KFC) For sure, Thaibev have a lot of debt on the balance sheet, but this will translate into big returns in the not to distant future. Thus, with all my juicy August dividends I might just crack open and other Chang and purchase some more of this counter.
Singtel as well looks tempting at $3.11 and a yield of 5.52%
I will continue to do as I have always done: Re-invest all dividends in $10,000 blocks and ignore all noise from the market. Nothing fancy, nothing technical. Come on early retirement!
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