Author: B

There has been a couple of news coming out from OUE Ltd as we approach towards the year end. The last article I blogged about was about the divestment of Crowne Plaza Changi Airport. A couple of days ago, the management announced that they would acquire a stake in Gemdale Properties at an issue price…

A couple of days ago I’ve just posted a reflection of what I have went through in 2014. As we draw towards the end of 2014, a new year awaits us as we begin on a whole new journey. That means it’s another round of objective setting as the goals we set give us a…

 No.  Counters No. of Lots Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. FraserCenter Point Trust 30 1.92 57,600.00 21.0% 2. SembCorp Ind 9 4.47 40,230.00 14.0% 3. Vicom 6 6.39 38,340.00 14.0% 4. China Merchant Pacific 40 0.98 39,200.00 14.0% 5. Ascott Reit 15 1.26 18,900.00 7.0% 6. Mapletree…

As we approach the end of 2014, it seems legitimate to slow down and think through what we have gone through over the last 12 months. In fact, I have actually taken weeks to write this post and pen my thoughts down because there are so many learning points to reflect on which will be good for my own future reference. Of…

I know we are a few days away from ending this fabulous year and everyone is already busy reflecting how they have spent this year and setting goals for the upcoming 2015. I am working on that as well so this most likely be my final action for 2014. I initiated a new position by purchasing…

I have just completed my MBA degree at a local institution which has lasted for 18 months and I thought I could share my experience with the program for the benefit of those who are interested to get one.   To begin with, there are always two sides of a coin. While there are people…

I’ve been wanting to revisit my projection target for some time now but fails to do it everytime I said it to myself. Some readers have also asked regarding how I came up with my projection target so I thought this would be a good time to explain them. When I set my projection target…

I have written a couple of posts on the concept of cashflow recently. We have looked at how important for companies to maintain a good cashflow management structure to ensure they do not run out of money especially during credit crunch period.   In this post, I am going a little personal and closer to what…

I can understand why existing shareholders of LMIR Trust are frustrated and this has sent the share price down by 6% today.   Sometime in the mid of Sep earlier this year, the management had announced their intention to acquire Lippo Kemang Mall into their portfolio at a cost of $385 million. You can refer to…

Some people have stressed on referring to a few different metrics when analyzing a company. And they are rightly so. In this part 3 sequel of the posts, I will share on one of the earnings valuation methodology favored by Bruce Greenwald which is best used in conjunction with the Reproduction Cost value method discussed…