A billion-dollar Singapore telco merger collapsed


A billion-dollar telco merger has collapsed.

A major industrial Singapore REIT is facing growing pressure.

And one of Singapore’s transport giants is suddenly raising fresh questions among investors.

So what’s really going on beneath the surface?

Yesterday, I sat with Michelle Martin on MoneyFM89.3 to break down some of Singapore's favourite dividend stocks.

We discussed:

Why the Simba-M1 merger collapsed - and what it could mean for Singapore’s telco sector

Is Mapletree Industrial Trust a buy despite growing DPU pressure?

What’s putting pressure on ComfortDelGro shares, even as the company expands overseas?

And most importantly… what dividend investors should focus on beyond just chasing headline yields

Click here to listen to my radio podcast here

Sometimes, investing can be simple.

Willie Keng, CFA

Founder, dividendtitan.com

P.S. Like this issue? Click HERE to join other dividend investors reading my DT Compound Letter. I send my regular letters to your inbox.

Dividend Titan

Read more from Dividend Titan

Something’s happening in the bond market. And it’s making people nervous. The 30-year Treasury bond yield has climbed to its highest level. And if there’s one thing we don’t know today, it is where long-term interest rates are ultimately headed. You don’t know. I don’t know. Even Mr. Market doesn't know. But what I know is this. When bond yields move like this, it’s a signal. First - how do bond yields actually work? You see, long-term bond yields - especially the 10-year and 30-year Treasury...

This was a lesson I won’t forget. The meeting started at 8.30am. I was running late. I rushed down to Capital Square in Raffles Place. I slipped into the meeting room - a small, compact room just enough for about ten people. On the right side of the long, brown mahogany table, five or six executives in full black suits, name cards in hand. Among them was the CEO of Noble Group. After I exchanged name cards, I took the only empty seat across the table, joining three other investors. I was...

“Willie, can I diversify into 100 stocks?” A participant asked me last night (btw, great question), when I hosted the Securities Investors Association (Singapore) X Dividend Titan Webinar collaboration. Oh yes, the crowd and myself had a fantastic time - so thank you SIAS! First things first, you must diversify if you’re building a dividend portfolio - no questions asked. Why? Simply because different stocks behave differently at certain periods. There will be times when a group of stocks...