I had procrastinated doing a portfolio update because there was basically not much to report. Vodafone comes into the list as I had reviewed the portfolio and felt that it was worth upsizing my holding as it appeared cheap under £0.70 and there was some light at the end of the tunnel with the announcing of the halving of the dividend, which could only help in the long term given its debt load..
Singtel and Banco Santander had pretty decent 2024 YTD gains with Singtel even outperforming the S&P500. It took a long time, longer than Sembcorp, but Singtel has finally touched $3.00. The situation is still fluid and the day after writing this, it may drop as those who have been stuck in this counter for a long time may decide to take profits.
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