Category: Uncategorized

This is a Reit I used to own in the past because of its strong profile then divested them due to the change in the manager and the possibility of an equity call because of its high gearing. Since then, they have done extremely well to mitigate by lowering their payout from 100% to 90%…

The much anticipated Singapore Budget of 2019 was conducted yesterday by our Singapore Finance Minister Heng Swee Keat, which was widely followed amongst Singaporeans and Resident Individuals.  I noted some of the changes related to some of the tax concessions which I am interested in: 1.) Personal Income Tax Rebate For YA 2019  As part…

Sasseur Reit reports their Q4 and FY18 results this evening which impresses. To recap, Sasseur is using a concessionary business model where retailers pay a fixed sum or percentage of revenue to the operator and it outsources the running of the retail malls operations such as the merchandising, cashiering, store management back to all the…

Following the announcement of their full year results earlier this week, which I blogged over here, the management invited a few of us down for a meet & greet session over a informal setting working lunch. I like that they are conducting frequent Q&A session with the analysts and also engaging the minority shareholders to address…

No.  Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. Starhill Reit 377,000 0.68 256,360.00 29.0% 2. Vicom   31,300 6.29 196,877.00 22.0% 3. Frasers Logistic Trust 163,000 1.11 180,930.00 21.0% 4. Far East Hospitality Trust 230,000 0.64 147,200.00 17.0% 5. Manulife Reit   81,000 US$0.865  …

Far East Hospitality Trust (FEHT) reported their Q4 FY18 results this morning which shows Gross Revenue coming in 12.4% higher year on year and income for distribution 4.9% higher.  As a result, DPU for the 4th Quarter was up 3.1% year on year from 0.97 cents to 1 cents.  If we annualized the Q4 DPU,…

Manulife Reit published their Q4 FY18 results this morning which saw them registered an impressive 55.4% increase year on year on the Net Property Income (NPI) due to their 2018 recent acquisitions of the two buildings – Penn in Washington DC and Phipps in Atlanta). In terms of bottomline DPU performance, it grows by 3.6%…

Cashflow is one of the most powerful success criteria for a company to survive and we have seen so many instances when a company struggles to stay afloat just because it couldn’t manage its’ working capital adequately.  Cashflow is the one mighty factor why many of us are seeking so desperately for financial independence.  Without…

Information is often key to investors who are looking to gain the upper momentum to do well in their investment.  You look for people who has skin in the game because they are likely to walk the talk and their credibility is often put on the line on whatever action they take.  This year, Stansberry…

I was reading the January edition of the Bloomberg Businessweek when I came across an article on Jamaica’s equities market which I thought was interesting to share. Jamaica’s stock market is one of the best performing emerging markets in the past 5 years with gains closing in at almost 300%. This surpasses the more developed…