Willie Keng, Dividend Titan

Willie Keng, Dividend Titan

Willie Keng

5 February 2024
Money and Me: 3 mid-cap S-REITs flashing potential
From “bombed out valuations” to a big gap between digital penetration rates and demand. If 2024 is the year for inflection for S-Reits, where can we dig into for opportunities?

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Listen To His Previous Podcasts:

24 January 2024
Market View: Netflix’s best quarter of customer growth; Ebay cuts 1,000 roles, SAP restructures business, 8,000 jobs affected; Alibaba shares jump on Jack Ma, Joe Tsai’s share buyback; ComfortDelGro’s JV with UK’s GoAhead Group; Suntec Reit’s DPU
Singapore stocks dipped at the opening bell today after global equities turned out a mixed showing overnight.
In early trade, the Straits Times Index (STI) fell 0.2 per cent to 3,128.55 points as 36.9 million securities worth S$58.8 million changed hands in the broader market.
In terms of companies to watch, we have Suntec Real Estate Investment Trust. The Reit’s manager reported that its distribution per unit (DPU) for the second half of 2023 fell by 10.2 per cent from a year earlier.
Meanwhile from a rally in Alibaba shares to more on Comfort Delgro - more corporate headlines are in focus. Also on deck – Netflix posting its best customer gain since the pandemic surge, and Ebay move to slash 1,000 jobs.
On Market View, The Evening Runway’s finance presenter Chua Tian Tian dived into the details with Willie Keng, Founder, The Dividend Titan.

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17 January 2024
Money and Me: 3 Singapore dividend stocks; from luxury, to infrastructure and recruitment
How can one build a resilient and successful dividend portfolio? Find out with Michelle Martin as she speaks to Willie Keng, Founder, Dividend Titan about his 2024 guide. Both discuss key insights to empower you to acquire the Volvo of equities - the dividend paying stock.

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4 January 2024
Money and Me: How to build a $100k Portfolio
What critical money habits are essential to investing your way to a hundred-thousand-dollar portfolio? How do you find stocks worth your time? What are the tools available now and is value investing still relevant? Michelle Martin finds out with Willie Keng, The Dividend Titan.

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2 January 2024
Market View: Why did Singapore markets underperform in 2023 and what could be the best performing sectors of 2024? Sembcorp Industries, Japanese stocks, US market outlook and commodities in focus.
Which Singapore blue chips were the worst performing in 2023 and why? In contrast, how did Asia's best performing market fare and how could the tale of two markets play out in the year ahead? Will the US dollar, oil, gold and commodities fall into sectors of the market worth watching? Singapore, US and Japanese markets all come into the fold of this discussion Michelle Martin has with Willie Keng, The Dividend Titan.

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23 November 2023
Money and Me: 5 Singapore stocks to own today!
The recent numbers reported by Singapore stocks for the third quarter of 2023 have been quite a mixed bag. But perhaps this presents us an opportunity to search for operationally resilient S-REITs that we can consider in our portfolios!
Dan Koh invites Willie Keng, Founder, Dividend Titan to discuss 5 resilient Singapore stocks that is worth a second look today.

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27 October 2023
Market View: A look into latest financial results from Wilmar Group, Sheng Siong, CapitaLand China Trust; DBS upgrades iFast Corporation; China Evergrande reportedly held talks with holdout creditors; Amazon, Intel’s stellar earnings
Singapore shares opened slightly higher today, led by gains from the trio of local banks and real estate investment trusts.
In early trade, the Straits Times Index (STI) headed up 0.1 per cent to 3,073.1 points, after 29.7 million securities changed hands in the broader market.
In terms of companies to watch today, we have Wilmar International, after the agribusiness group’s net profit for the third quarter ended September fell 59 per cent to US$313.9 million.
Elsewhere, from more on SGX-listed companies such as CapitaLand China Trust, iFast and Sheng Siong, to news on China Evergrande  and the earnings season in the US, more corporate headlines are in focus.
On Market View, The Evening Runway’s finance presenter Chua Tian Tian unpacked the developments with Willie Keng, Founder, Dividend Titan

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25 October 2023
Money and Me: Stocks to watch, 3 S-Reits in focus
The S-REITs sector has been coming under intense pressure as of late, with their YTD performance reflecting a shocking 15% drop, compared to the 5% dip in the STI.
Are there are opportunities to be found at a discount? While institutions and global institutions may look away, Michelle Martin and Willie Keng, Founder, Dividend Titan look closer at 3 blue-chips you might want to keep an eye out for the rest of this year.

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13 September 2023
Money and Me: Hidden gems in the Hong Kong stock market
News of stocks in Hong Kong entering a bear market rage have left foreign investors fleeing away from the country’s stock market, but not Willie Keng.
Today on Money and Me, Michelle Martin invites Willie Keng, Founder, Dividend Titan to discuss where he sees potential opportunities in the Hong Kong market and his thinking process for identifying hidden small-mid-cap gems.

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17 August 2023
Money and Me: How to build a global dividend portfolio?
What factors do we need to consider to ensure we’re getting consistent healthy portfolio returns?
How do you minimise risk, which regions could you consider, what’s a 30 second balance sheet test?
Michelle Martin speaks to Willie Keng, Founder of the blog, Dividend Titan to find out more.

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6 July 2023
Money and Me: Should you be riding Japan’s market enthusiasm?
Which chipmakers are under pressure amid rising tensions between the US and China and how should that factor into how you think through chip producers? Are cruise stocks worth looking at even if a soft recession in the US pans out? And where can investors find attractive opportunities in Japan's markets? Michelle Martin puts these questions to Willie Keng, Founder, Dividend Titan.

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23 May 2023
Money and Me: S-Reits with an eye on dividends
Michelle Martin speaks to Willie Keng, Founder, Dividend Titan who shares what’s on his watch-list. They also discuss China labelling Micron a cybersecurity risk and what that could mean for Chinese and South Korean chip stocks.

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21 April 2023
Money and Me: Are investors looking away from S-REITs towards Bond Funds?
Are S-REITs losing their appeal? Before you switch out to a bond fund, Michelle Martin and Willie Keng, Founder, Dividend Titan discuss what he is seeing on the ground and how he analyses both S-Reits and Bond funds in today's macroenvironment. They also discuss why he thinks data centre Reits are a play worth watching.

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31 March 2023
Money and Me: Figuring out dividend stocks
Michelle Martin and Willie Keng, Founder, Dividend Titan discuss possible dividend picks for the month of March.

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16 February 2023
Bigger Picture: Budget 2023 market winners & losers
Willie Keng, Founder, Dividend Titan, discusses which sectors will benefit from the handouts from Budget 2023 the most, and conversely who the losers are.

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7 February 2023
Money and Me: Which 10 S-REITS could be poised to do well in 2023?
A steady compounder? A slice of the digital future in your portfolio?
Michelle Martin asks Willie Keng, Founder, Dividend Titan to fill us in on the One S-reit we all need to know about and more of what has caught his eye for 2023.

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9 January 2023
Money and Me: Are more dividends in 2023 possible?
On this episode of Money and Me, Michelle Martin invites Willie Keng, Founder, Dividend Titan to discuss dividend stocks to watch spanning REITs, recruitment, food solutions and the newest addition to the Singapore Exchange.

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02 November 2022
Money and Me: 3 stocks you might want to include in your portfolio today!
While local banks are expected to remain beneficiaries of rising interest rates, are there any hidden gems worth considering in this time of economic uncertainty? You won't want to miss this as Willie Keng, Founder, Dividend Titan joins Zia-ul Raushan and Dan Koh on Money and Me to discuss 3 stocks that may be worth considering as part of your investment portfolio in this inflationary environment.

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10 August 2022
Dividend picks for August:
A bank in China, a consumer company and a Singapore hospitality Reit are on Willie Keng, Founder, Dividend Titan and Michelle Martin's list of potential dividend stocks.

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30 June 2022
Stocks to Watch: SIA, Daiwa House Logistic Trust and Alibaba
In this episode of Stocks to Watch, Willie Keng, Founder of Dividend Titan discusses  SIA Rights and why it is attractive to invest in them now. Also with the Japanese Yen weakening, what will the business outlook like for Daiwa House Logistics Trust. And lastly, with Alibaba stocks losing over 44 percent value over the past one year, what expectations should we have for this particular stock.

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9 June 2022
Money and Me: Dividend stocks with a local twist
How do we find good dividend paying stocks given present market conditions? Are there some right under our noses? Willie Keng, Founder, Dividend Titan shares his views on high yield dividend stocks with Michelle Martin.

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19 May 2022
Stocks to Watch: Rate hikes and supply chain disruptions
Yanlord’s share price has dropped over 7% in the past month. Venture stocks are being negatively affected by Ukraine invasion and the supply chain disruptions. TSMC’s stock price down 15% due to rate hikes. Can these companies recover?

Willie Keng, Founder, Dividend Titan gives us his view on the situation.

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14 April 2022
Stocks to Watch: Elite Commercial REIT, CapitaLand Investment Management & Starbucks
This week on Stocks to Watch, Willie Keng, Founder, Dividend Titan joins us to discuss the sustainability of Elite Commercial Reit as Singapore's first UK-focused REIT, how much potential upside there is to CapitaLand Investment Management as an 'asset-light' property investment firm, and how much more  consumers are willing to pay for coffee at Starbucks, especially in the face of rising inflation.

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10 February 2022
Companies to Watch: No Signboard’s volunteers to suspend trading, what's next?
The Covid-19 pandemic and the slew of arbitrary restrictions imposed had undoubtedly impact many business sectors in Singapore, and the F&B industry is no exception. Unfortunately for No Signboard, a catalist-listed seafood restaurant operator famed for its White Pepper Crab, they recently made headlines for failing to pay their rent of more than $176,000. Willie Keng, CFA, Founder, Dividend Titan gives an analysis of their biggest fundamental flaw and why they are in such a bad position when compared to other restaurants like Jumbo.

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