cookie

We use cookies to improve your browsing experience. By clicking «Accept all», you agree to the use of cookies.

avatar

The Singaporean Investor

Find detailed analysis of Singapore-listed companies, along with advices on long-term investing and short-term trading here...

Show more
Advertising posts
2 746
Subscribers
+324 hours
+117 days
+3630 days

Data loading in progress...

Subscriber growth rate

Data loading in progress...

Mapletree Industrial Trust's AGM for FY2023/24: Responses to Substantial & Relevant Questions by Unitholders In response to its AGM on Thursday, 18 July 2024 at 2.30pm, the management of Mapletree Industrial Trust (SGX:ME8U) have published their responses to substantial and relevant questions by unitholders, and you can find it in the PDF below: https://links.sgx.com/FileOpen/20240712_MIT%20AGM_Responses%20to%20Sub... ‌ Due to time constraints, I will not be attending this year's AGM.
Show all...
EC World REIT (SGX: BWCU) invests in properties in China used primarily for e-commerce, supply-chain management, and 3rd party logistics purposes, as well as real estate assets. Currently, its portfolio comprises 7 properties located within the largest e-commerce sectors of Hangzhou in the Yangtze River Delta and Wuhan. Last Friday (12 July), the REIT released its annual report for the financial year ended 31 December 2023 (i.e., FY2023 - the REIT sought for extension to conduct its AGM from the Singapore Exchange due to delays in divestment of 2 assets) and in this post, you will find key highlights in the report to take note of, along with questions I have submitted to the REIT's management for their response, together with information about its upcoming AGM... https://www.thesingaporeaninvestor.sg/2024/07/16/key-highlights-from-ec-world-reits-annual-report-for-fy2023/
Show all...
Key Highlights from EC World REIT’s Annual Report for FY2023 - The Singaporean Investor

EC World REIT (SGX: BWCU) invests in properties in China used primarily for e-commerce, supply-chain management, and 3rd party logistics purposes, as well as real estate assets. Currently, its portfolio comprises 7 properties located within the largest e-commerce sectors of Hangzhou in the Yangtze River Delta and Wuhan. Last Friday (12 July), the REIT released its annual report for the financial year ended 31 December 2023 (i.e., FY2023 - the REIT sought for extension to conduct its AGM from the Singapore Exchange due to delays in divestment of 2 assets) and in this post, you will find key highlights in the report to take note of, along with questions I have submitted to the REIT's management for their response, together with information about its upcoming AGM...

SG Equities Digest (Monday, 15 July 2024) Find updates of the following companies in the news in today's post: CapitaLand Investment Ltd, Eurosports Global Ltd, First Sponsor Group Ltd, Livingstone Health Holdings Ltd, NutryFarm International Ltd, Pan-United Corporation Ltd, SIA Ltd, Thomson Medical Group Ltd, and Yangzijiang Shipbuilding Holdings Ltd: https://thesingaporeaninvestor.substack.com/p/sg-equities-digest-15-july-2024
Show all...
SG Equities Digest (Monday, 15 July 2024)

Find updates of the following companies in the news in today's post: CapitaLand Investment Ltd, Eurosports Global Ltd, First Sponsor Group Ltd, Livingstone Health Holdings Ltd, NutryFarm International Ltd, Pan-United Corporation Ltd, SIA Ltd, Thomson Medical Group Ltd, and Yangzijiang Shipbuilding Holdings Ltd.

US Equities Digest (Monday, 15 July 2024) Find updates of the following companies in the news in today's post: Alphabet Inc, Amazon Inc, Apple Inc, BlackRock Inc, Goldman Sachs Group Inc, Nvidia Corporation, PayPal Holdings Inc, Sea Ltd, Solaredge Technologies Inc, TSMC Ltd, Tesla Inc, and Yandex NV: https://thesingaporeaninvestor.substack.com/p/us-equities-digest-15-july-2024
Show all...
US Equities Digest (Monday, 15 July 2024)

Find updates of the following companies in the news in today's post: Alphabet Inc, Amazon Inc, Apple Inc, BlackRock Inc, Goldman Sachs Group Inc, Nvidia Corporation, PayPal Holdings Inc, Sea Ltd, Solaredge Technologies Inc, TSMC Ltd, Tesla Inc, and Yandex NV.

Income investing OR growth investing? ‌ There's been a number of debates on YouTube and investment forums about which strategy is better. ‌ That's why I created this short video to explain the benefits and drawbacks of both value and growth investing, and to help you determine which approach might be best for you: https://youtu.be/7FC17Q_--m8...
Show all...
Income vs. Growth Investing: Which Strategy Should You Choose?

Are you trying to decide between income investing and growth investing? You're not alone! There are a number of debates on YouTube, as well as on some investment forums, on which strategy is better. In this video presentation, you will find the benefits and drawbacks of value and growth investing, as well as which one is more suitable for you. If you have any questions, comments, or content suggestions for me, you can send me a message here:

https://www.thesingaporeaninvestor.sg/contact-me/

Related Videos: ►‌ How to Tell If a Company is Worth Investing In:

https://www.youtube.com/watch?v=WHBezzGTYo0

Investing Resources: ►‌ Blog:

https://www.thesingaporeaninvestor.sg

►‌ Building Your REIT-irement Portfolio Book:

https://www.thesingaporeaninvestor.sg/reitbook

►‌ US & SG Equities Digest:

https://www.thesingaporeaninvestor.sg/equitiesdigest

Follow The Singaporean Investor on Social Media: ►‌ Instagram:

https://www.instagram.com/thesingaporeaninvestor

►‌ Telegram:

https://t.me/thesingaporeaninvestor

►‌ InvestingNote: www.investingnote.com/users/ljunyuan/ Image Sources: ►‌ 1st Slide (Introduction):

https://unsplash.com/photos/a-woman-holding-a-tablet-with-a-chart-on-it-AUmY7IjqgAs

►‌ 2nd Slide (Benefits of Value Investing):

https://www.pexels.com/photo/person-putting-coin-in-a-piggy-bank-3943723/

►‌ 3rd Slide (Drawbacks of Value Investing):

https://www.pexels.com/photo/stop-sign-1806900/

►‌ 4th Slide (Benefits of Growth Investing):

https://www.pexels.com/photo/woman-in-a-beige-coat-writing-on-a-glass-panel-using-a-whiteboard-marker-7173047/

►‌ 5th Slide (Drawbacks of Growth Investing):

https://unsplash.com/photos/black-and-silver-laptop-computer-lp8ZlyAZjy8

►‌ 6th Slide (Closing Thoughts):

https://unsplash.com/photos/man-holding-his-chin-facing-laptop-computer-xj8qrWvuOEs

Disclaimer: This presentation is for informational purposes only and should not be considered financial or investment advice. Investing carries risks, and the information provided, based on historical data and market trends, may not reflect current conditions. Before making any investment decisions, consult with a qualified financial advisor to assess your individual circumstances. The presenter is not liable for any direct/indirect losses resulting from the use or reliance on this information.

SG Equities Digest (Friday, 12 July - Sunday, 14 July 2024) Find updates of the following companies in the news in today's post: City Developments Ltd, Great Eastern Holdings Ltd, Sabana Industrial REIT, SingTel Ltd, and Yoma Strategic Holdings Ltd: https://thesingaporeaninvestor.substack.com/p/sg-equities-digest-12-to-14-july-2024
Show all...
SG Equities Digest (Friday, 12 July - Sunday, 14 July 2024)

Find updates of the following companies in the news in today's post: City Developments Ltd, Great Eastern Holdings Ltd, Sabana Industrial REIT, SingTel Ltd, and Yoma Strategic Holdings Ltd.

US Equities Digest (Friday, 12 July - Sunday, 14 July 2024) Find updates of the following companies in the news in today's post: Amazon Inc, Apple Inc, AT&T Inc, Boeing Co, Citigroup Inc, Equinix Inc, General Motors Company, Goldman Sachs Group Inc, JPMorgan Chase & Co, Lululemon Athletica Inc, Meta Platforms Inc, PepsiCo Inc, and Tesla Inc: https://thesingaporeaninvestor.substack.com/p/us-equities-digest-12-to-14-july-2024
Show all...
US Equities Digest (Friday, 12 July - Sunday, 14 July 2024)

Find updates of the following companies in the news in today's post: Amazon Inc, Apple Inc, AT&T Inc, Boeing Co, Citigroup Inc, Equinix Inc, General Motors Company, Goldman Sachs Group Inc, JPMorgan Chase & Co, Lululemon Athletica Inc, Meta Platforms Inc, PepsiCo Inc, and Tesla Inc.

[Mapletree Logistics Trust's AGM for FY2023/24] - Responses to Substantial & Relevant Questions by Unitholders In relation to Mapletree Logistics Trust's AGM next Wednesday, 17 July, at 2.30pm, the management have published their responses to questions submitted by unitholders. I have submitted questions to seek the management's insights relating to the REIT's properties in China, particularly on the whether negotiations had begun for 13.2% of the leases in the country that will be expiring in FY2024/25, the likelihood of the tenants renewing their leases, as well as whether the management is anticipating further declines in rental reversions in the country. The following is the response provided by the management (which I have extracted from the PDF): In China, the post-Covid economic recovery was weaker than expected with consumption and business sentiment impacted. Coupled with high supply of warehouse space, this contributed to a challenging leasing environment. While the government has announced stimulus measures aimed at supporting growth and consumption, weakness in the property sector continues to dampen the outlook. Against this backdrop, tenants in China remain cautious, with a preference not to renew leases ahead of expiries and they are committing to shorter leases due to the uncertain market outlook. Nevertheless, the team has made good progress in renewing/replacing the expiring leases. We will provide further updates in our upcoming 1Q FY24/25 results release. As we prioritise maintaining stable occupancy over rent growth, we expect negative rental reversions to persist over the next few quarters as the expiring rental rates are marked to market. Personally, I will continue to keep a close watch on the portfolio occupancy and rental reversion of the REIT's properties in China, and seek clarification with the management as and when I deem necessary. You can read all the questions submitted by fellow unitholders (of the REIT), together with the management's responses here: https://www.mapletreelogisticstrust.com/~/media/MLT/Newsroom/Announcements/2024/Jul/20240711-MLT_2024%20AGM%20QA%20Anc_final.pdf Finally, due to time constraints, I will not be attending the meeting. Have a wonderful weekend ahead! :)
Show all...

US Equities Digest (Thursday, 11 July 2024) Find updates of the following companies in the news in today's post: Alphabet Inc, Amazon Inc, Apple Inc, Citigroup Inc, Goldman Sachs Group Inc, Grab Holdings Ltd, Intel Corporation, JPMorgan Chase & Co, Paramount Global, and PepsiCo Inc: https://thesingaporeaninvestor.substack.com/p/us-equities-digest-11-july-2024
Show all...
US Equities Digest (Thursday, 11 July 2024)

Find updates of the following companies in the news in today's post: Alphabet Inc, Amazon Inc, Apple Inc, Citigroup Inc, Goldman Sachs Group Inc, Grab Holdings Ltd, Intel Corporation, JPMorgan Chase & Co, Paramount Global, and PepsiCo Inc.

Parkway Life REIT (SGX: C2PU) is one of the two healthcare REITs listed on the Singapore Exchange (with the other one being First REIT). For the uninitiated, the REIT is currently one of the largest-listed healthcare REITs in Asia, with a portfolio size of S$2.23 billion as at the end of FY2023. Its portfolio comprises 3 private hospitals in Singapore, 59 nursing homes in Japan, and 1 medical centre in Malaysia. In today's video presentation, you will learn about Parkway Life REIT's financial performances, distribution payout, portfolio occupancy and debt profile recorded over the last 5 financial years, together with my technical analysis of the REIT's unit price movements on a weekly timeframe, where you will find key price points, along with the corresponding distribution yields: https://youtu.be/LoN_eqWwIsE Just like for my previous video presentations, I hope you will find the contents in this one useful. :) P.S. Are there any Singapore REITs you like me to do a similar styled video presentation on? Let me know in the comments section in this post...
Show all...
Analysing Parkway Life REIT: Is It a Good Investment Opportunity?

Parkway Life REIT (SGX: C2PU) is one of the two REITs listed on the Singapore Exchange that invests in healthcare properties. With a portfolio size of S$2.23 billion as at end of the financial year on 31 December 2023, it is one of the largest-listed healthcare REITs in Asia. Properties which the REIT has investments in include 3 private hospitals in Singapore (Mount Elizabeth Hospital, Gleneagles Hospital, and Parkway East Hospital), 59 nursing homes in Japan, and 1 medical centre in Malaysia. In this video presentation, you will learn about the essentials you need to know about Parkway Life REIT, including its financial performance, distribution payout, portfolio occupancy and debt profile over the last 5 years, as well as with my technical analysis of its unit price on a weekly timeframe, and some of the key price points I have identified, along with the corresponding distribution yield. If you have any questions, comments, or content suggestions for me, you can send me a message here:

https://www.thesingaporeaninvestor.sg/contact-me/

Investing Resources: ►‌ Blog:

https://www.thesingaporeaninvestor.sg

►‌ Building Your REIT-irement Portfolio Book:

https://www.thesingaporeaninvestor.sg/reitbook

►‌ US & SG Equities Digest:

https://www.thesingaporeaninvestor.sg/equitiesdigest

Follow The Singaporean Investor on Social Media: ►‌ Instagram:

https://www.instagram.com/thesingaporeaninvestor

►‌ Telegram:

https://t.me/thesingaporeaninvestor

►‌ InvestingNote: www.investingnote.com/users/ljunyuan/ Image Sources: ►‌ 1st Slide: Presentation Slides of Parkway Life REIT's 2H and FY2023 Business Update (1 February 2024) ►‌ 2nd Slide: Parkway Life REIT's Annual Report for FY2023 Disclaimer: This presentation is for informational purposes only and should not be considered financial or investment advice. Investing carries risks, and the information provided, based on historical data and market trends, may not reflect current conditions. Before making any investment decisions, consult with a qualified financial advisor to assess your individual circumstances. The presenter is not liable for any direct/indirect losses resulting from the use or reliance on this information. At the time of posting, I am not a unitholder of Parkway Life REIT.

Choose a Different Plan

Your current plan allows analytics for only 5 channels. To get more, please choose a different plan.