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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.
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.
This presentation is provided to you for general information only and does not constitute a recommendation, an offer or
solicitation to subscribe for, purchase or sell the investment products mentioned herein. It does not have any regard to your
specific investment objectives, financial situation and any of your particular needs. Accordingly, no warranty whatsoever is
given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of you acting
based on this information. Investments are subject to investment risks including the possible loss of the principal amount
invested. The value of the units in any fund and the income from them may fall as well as rise. Access to services and your
account may be affected by market conditions, system performance and other reasons.
The information contained in this presentation has been obtained from public sources which PSPL has no reason to believe
are unreliable and any analysis, forecasts, projections, expectations and opinions (collectively the “Research”) contained in
this presentation are based on such information and are expressions of belief only. PSPL has not verified this information
and no representation or warranty, express or implied, is made that such information or Research is accurate, complete or
verified or should be relied upon as such. Any such information or Research contained in this presentation is subject to
change, and PSPL shall not have any responsibility to maintain the information or Research made available or to supply
any corrections, updates or releases in connection therewith. In no event will PSPL be liable for any special, indirect,
incidental or consequential damages which may be incurred from the use of the information or Research made available,
even if it has been advised of the possibility of such damages.
You may wish to seek advice from a qualified financial adviser, pursuant to a separate engagement, before making a
commitment to purchase any of the investment products mentioned. In the event that you choose not to seek advice from a
qualified financial adviser, you should consider whether the investment product is suitable for you before proceeding to
invest and we do not offer advice in this regard unless mandated to do so by way of a separate engagement.
You are advised to read the Conditions governing Phillip Securities Trading Accounts and the Risk Disclosure Statement
carefully before investing in this product.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
• Understanding common corporate actions like bonus shares, share consolidation, rights issues.
3
• Trading and Investing Strategies4
• Dos and Don’ts5
Topics
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
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.
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.
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.
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.
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.
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.
CDP: Central Depository Pte Ltd (Securities Account)
Trading
Acct
Buy /
Sell Payment /
Receipt
Update of shares holdings
Update of
Corporate
Actions (Eg,
Dividends)
Market Info, Trade details
Settlements
Apply for CDP
Internet pin!
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
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.
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.
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.
Unit Share Market: Lot size 1; for trade qty of 1-99
Brokerage $10
Buy-in Market:
• For SGX to conduct “buying-in” of shares being ‘shorted’
• Accessible via brokers
• Immediate settlement
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
When do I need to pay (buying)? When will I get paid (selling)?
SGX Settlement cycle: T+3
Mon Tue Wed Thur Fri MonSat Sun
Trade
Date
(T)
Due
Date
(T+3)
Settlement
Date
Trade
Date
(T)
Due
Date
(T+3)
Settlement
Date
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Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
When do I need to pay (buying)? When will I get paid (selling)?
SGX Settlement cycle: T+3
Mon Tue Wed Thur Fri MonSat Sun
Trade
Date
(T)
Due
Date
(T+3)
Settlement
Date
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
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.
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.
The Exchange will place a Company on the SGX Watchlist, if it
records:—
(i) pre-tax losses for the three most recently completed consecutive
financial years (excluding exceptional or non-recurrent income and
extraordinary items); and
(ii) an average daily market capitalisation of less than $40 million over the
last 120 market.
Companies on Watchlist are given two years to improve their
financials to be granted removal from Watchlist. Failing which, the
company might be asked to delist.
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Where to see which are the companies that are currently on
watchlist?
- SGX Website
- POEMS price information (special symbol ˄)
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
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.
New! The Exchange will place a Company on the SGX Watchlist, if
:—
the volume weighted average price of their shares for the 6 months
preceding the date of review is less than S$0.20 (Min Trading Price
requirement) . First review date is 1 Mar 2016.
Only companies listed on the SGX Mainboard are subjected to this
rule. They have 36 months to exit from the Watchlist, failing which,
the company might be asked to delist.
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
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.
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.
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.
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.
To meet regulatory requirement (Min trading price)
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Rights – entitlement given to existing shareholders to buy more
shares at a predetermined price at a predetermined ratio.
Asking shareholders for more fund
Company ABC
2,000,000
shares
To raise $1m,
1 for 2 Rights issue at
$1 for each Right share
(new share)
Every 2 share you own,
you can buy another 1 at
$1 each.
3,000,000
shares
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Rights Issues1 for 2 Rights issue at $1 for each Right share
10,000
Shares
10,000
Shares5,000
Rights
10,000
Shares
5,000
Shares
5,000 x $1 = $5000
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
Rights, if not exercised, can be sold in the market
during the ‘Rights trading period’
Need to have a Singapore mailing address! Else, register a ‘Rights
Mailing Addr’ with CDP
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
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.
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.
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.
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.
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.
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.
Be aware of ‘Buy on rumours (anticipation), sell on facts’
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
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.
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.
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.
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.
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.
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.
1) Growth High growth companies at the beginning of the cycle –
• High Price Earning ratio (PE)
• High Price to Book Value (P/BV)
• Little or no dividends
More suitable for aggressive, young investors as risk is higher
Benefits
can be very rewarding as share price can appreciate many times.
Risks
Revenue/profit growth might slow unexpectedly – can result in sharp
drop in share price as earlier expectation might be too high.
Non-profitable companies might be marketed as growth companies.
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
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.
Occurs during major shock/crisis when price of the stock falls
significantly while fundamental of the company remain little or
unaffected; or, Undiscovered gem not realized by the market
• Low PE
• Low Price to Book
More suitable for patient investors
Benefits can be very rewarding as share price can recover fairly quickly or
appreciate quickly as more investors discover the value of the stock.
Risks Share price can remain at depressed levels till the market “discover”
the value, or existing substantial shareholders do something to unlock
shareholders’ value.
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
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.
- Look at the company's sustainability in maintaining or even
increasing the dividend payout ( look at OCF )
More suitable for less aggressive, long-term investors
Benefits Stock price tends to be less volatile
Consistent returns from dividends
Risks Might underperform during market bull-run (Risk-on scenario)
Share price may adjust downwards in reaction to any upside in interest
rates.
For highly-geared companies, in an increasing interest rate
environment, dividends payout may be impacted.
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
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.
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.
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.
Investing StrategiesCapitaMall Trust : last 10 years
www.sharesinterest.com
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
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.
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
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.
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
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.
- 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
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.
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.
i) Liase directly with Phillip (your Remisier) on all corporate actions.
ii) Shares holdings are updated and your Remisier can assist to check your
holdings.
iii) Higher trading limits*
Improve your trading/investing experience
Pre-Paid Custodian
I.Reduced commission rates for Singapore (0.18% or S$18 min) and US
markets (US$20 Flat)
II.Multi-currency ledger to handle different markets
III.Saves time - corporate actions, including cash offers, bonus share
issues, dividend payouts and share custody are handled by Phillip
Securities
Useful for foreigners residing outside of Singapore , or anyone who wishes to enjoy the convenience
and benefits of liaising with only one single custodian for all their shares.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation. Phillip Securities accepts no liability whatsoever with respect to the use of this document or its contents.
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.
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.