02 Mar '14, 9am

Portfolio update as of 2nd March 2014

Portfolio update as of 2nd March 2014

I believe HPHT can deliver on the 8% yield through capital management, or strong rebound from HOng Kong and Yantian ports. But the bet case scenario would have to pent out for me to have the 8% on a sustainable footing, what comes after 2014 will be a big question mark if the ports do not recover. I decide that the risk reward profile can be more rewarding if I increase holding of APTT instead.

Full article: http://thefinance.sg/2014/03/02/portfolio-update-as-of-2n...

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