02 May 2011

Pattern of Behaviour

What is it about these stocks that shows such strong correlation in their performance for the past few years?  They are definitely not in the same type of business.

Steady and Rising
Steady and Volatile Rising

Stock: SingPost

Despite the challenge of electronic media and the resultant cannabilisation of snail mail, SingPost remains the postal service within Singapore.  Aside from property/rentals, it is also leveraging its mail distribution service to go into logistics.

SingPost: Will logistics expansion dim its attractiveness as a dividend stock? [Investment Moat]

Stock: Mapletree Industrial Trust (MINT)

1 May 11 - Analysis by ASSI