Jun Yuan’s 2024 Year in Review

Unlike my other posts where I review about listed companies, this post is a review of myself. In particular, you will find my most candid thoughts on a number of things – my book writing journey, stance on dividend investing, EC World REIT, the Equities Digest initiative, YouTube channel, being a guest contributor on The Smart Investor, a lack of material progress on the rebuilding of my US investment portfolio, opportunity to look at things from the lens of the management, my journey as a financial blogger so far, as well as my outlook for 2025 for the Singapore and US markets…

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3 Singapore REITs that Invest Solely in European Properties

As of November 2024, the US Federal Reserve have cut interest rates twice (to bring benchmark rates to 4.5-4.75%), while the European Central Bank have cut benchmark borrowings thrice to bring it down to 3.4%. My post today focuses on the latter, where the 3 Singapore-listed, but Europe-based REITs are poised to benefit from lower borrowing costs. Find out what these 3 REITs are in this post, together with more information about each of them, including the assets it invests in, and its latest financial performance, portfolio occupancy and debt profile…

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United Hampshire US REIT: What You Need to Know about the Necessity Retail REIT

Last week, I had the privilege of meeting up with Ms. Wong Siew Lu, Head of Investors Relation and Sustainability of United Hampshire US REIT (SGX: ODBU), to gain deeper insights into the REIT. In this post, you will find the essentials you need to know about the US-based REIT – covering its business operations, financial performance, portfolio occupancy, debt profile, and distribution payouts over the 3 full years following its IPO (from FY2021 to FY2023)…

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Key Highlights from EC World REIT’s Q3 and 9M FY2024 Results

Distressed China-based, Singapore-listed EC World REIT (SGX: BWCU) released its results for the 3rd quarter, as well as for the first 9 months of FY2024 earlier this evening (12 November). In this post, you will find some of the material developments since the previous quarter, as well as its latest key financial figures, portfolio occupancy, and debt profile…

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What I have Learned from CapitaLand Ascott Trust’s Presentation

I had the honour of being invited to a presentation conducted by Ms Serena Teo, CEO of CapitaLand Ascott Trust (SGX: HMN), last Thursday (07 November), where she gave a very detailed presentation on the hospitality REIT’s business update for Q3 FY2024 ended 30 September, as well as its proposed acquisition of lyf Funan Singapore. I was also being shown around the property. In this post, you will find some of the key takeaways from the presentation I have compiled, which I hope will give you a deeper understanding of the REIT…

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DBS, UOB, or OCBC – Which Bank Had the Best Performance for Q3 and 9M FY2024?

All 3 banks have released their business updates for the 3rd quarter, and for the first 9 months of FY2024 – starting with DBS last Thursday (07 November), followed by UOB and OCBC last Friday (08 November). So, among them, which had the best performance this time round, and also which is currently the ‘cheapest’ and ‘most expensive’? Find out in this article…

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What You Need to Know about OCBC’s Q3 and 9M FY2024 Business Update

Do you know: Not only is Oversea-Chinese Banking Corporation Limited (SGX: O39), or OCBC for short, Singapore’s oldest bank, but it is also the second largest by assets in Southeast Asia. The Singapore headquartered bank has released its business update for the 3rd quarter as well as for the first 9 months of the financial year 2024 ended 30 September early this morning (08 November) and in this post, you will find my review of its latest key financial figures and ratios…

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UOB’s Q3 and 9M FY2024 Business Update: What You Need to Know

Apart from its home country, Singapore, United Overseas Bank Limited (SGX: U11), or UOB for short, also has business operations in Asia Pacific, Europe, and North America. However, its focus is in ASEAN. Early this morning (08 November), the Singapore headquartered bank released its business update for the 3rd quarter and for the first 9 months of FY2024, and you can find my review of its key financial figures and ratios in this post…

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Key Highlights from DBS’ Q3 and 9M FY2024 Business Update

Singapore’s largest bank by assets, DBS Group Holdings Limited (SGX: D05), was the first among the 3 banks listed on the Singapore Exchange to release its business update for the 3rd quarter, and for the first 9 months of the financial year ended 30 September 2024. In this post, you will find my review of some of the bank’s key financial figures and ratios, and its dividend payout…

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A Review of CapitaLand Integrated Commercial Trust’s Q3 and 9M FY2024 Business Update

CapitaLand Integrated Commercial Trust (SGX: C38U), or CICT for short, invests in commercial properties used for retail or office purposes. As of 30 June 2024, its portfolio comprises 21 properties in Singapore, 2 in Germany, and 3 in Australia, valued at S$24.5 billion. This morning (05 November), CICT have released its business update for the 3rd quarter, as well as for the first 9 months of FY2024, and you can find my review of its key financial figures, along with its portfolio occupancy and debt profile in this post…

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