Posts Tagged ‘Fundamental Analysis’
My Saizen Reit windfall!
Music to my ears One of my favorite REIT (Siazen Reit) has announced on 30th Oct 2015, that they have accepted the offer for Triangle TMK to buy over their entire Reit’s portfolio at S$517.3 million. You can read the official announcement here. This offer price translate to a 3.4% premium to the appraised value…
Read More7 REITs are in my watch-list and am aiming to buy one of them
Happy New Year to all my readers! It has been a very fruitful year for me. My reader base is growing nicely (thanks for all of your support!) and is excited about the up coming Personal Investment Seminar in January. In my New Year’s resolution, I will put “More regular update to blog” as one…
Read MoreSingapore REIT index is lowest in one and half years. Time to get in yet?
S-REIT index is at 1.5 years low No surprises as any tampering effort will increase interest rate thus make the cost of borrowing higher for all S-REIT players. And ever since Mr Fed have been hinting about the QE tampering, S-REIT counters have been suffering. Check the chart out below and you can see very…
Read MoreUnique s-REIT: the many untold stories about Saizen REIT
I think one of the largest shareholder of Saizen Reit (Argyle Street Management) is wrong in their opinion. They lobbied for the management in the recently completed AGM, to disperse Saizen Reit’s huge cash reserves as dividend to “enhance” share holder’s value. The full write up on Strait Times can be found below. I don’t…
Read MoreNeat way to filter good Singapore REITs
REIT Price/NAV vs Dividend Yield If you like me is a visual person, will like the below graphical representation of all the Singapore REITs in a single chart. Framed by Price/NAV on the X-axis and Dividend Yield on the Y-axis. In my earlier article, I talked about why I use the 2 criteria as my…
Read MoreTime to invest in S-REIT now? Which counter stands out?
Time to invest in REITs? Two months ago we saw one of the fastest drop of our STI index the last few year. It came down about 10% in just short one month time frame. Practically wiping out all the gains we had from the beginning of the year. Since then the index have recovered…
Read MoreAs seen on Newspaper! This is the part 2 of my contribution on how to pick a successful IPO.
This is the part 2 of my Newspaper contribution on How to pick a winning IPO. The first part can be found here. You can download both part 1 and 2 below.
Read MoreHow to build your own Value Investing portfolio
A week ago I was invited to a Value Investing Sharing Session by Aggregate Asset Management (AAM). They are a local boutique fund management company specializing in value investing. Their flagship fund, the Aggregate Value Fund, does not charge annual management fees and clients only pay performance fees for absolute returns. I find this very refreshing because they really structure the fund…
Read MoreAs seen on Newspaper! My contribution to “How to pick a winning IPO” or “投资IPO 如何“趋吉避凶”?”
Got my first request to contribute to a local newspaper! The article was published on the ZaoBao financial section ok! Don’t play play. 🙂 The journalist asked me if I could help contribute my thoughts of IPO investing and of course I said “sure!” So here is the full answers I gave from the questions he asked.…
Read MoreLippo Mall REIT giving 6.7% yield. Buy or Bye?
My criteria to REIT selection: Dividend yield > 6% This is main reason why we invest in REIT. When doing my homework, I don’t expect the price of the shares to go up. I am more concern about the under lying assets that the REIT holds. Price to NAV < 0.7 The primary value of a REIT…
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