Posts byJun Yuan

My name is Jun Yuan, and I am the owner of The Singaporean Investor. I am a full-time retail investor and trader since April 2017, and in this website, I'd be sharing with you my personal analyses of Singapore-listed companies, along with advices relating to investing, as well as trading.

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A Lookback at OCBC’s Performance over the Last 9 Years (between FY2012 and FY2020)

Singapore’s longest established bank in Overseas-Chinese Banking Corporation Limited (SGX:O39) was one of my first additions when I embarked on building a long-term investment portfolio back in 2019. As it has been more than 2 years since my investment, I thought it’s timely for me to do a review on the bank’s performance over the years to find out whether or not it has continued to remain resilient, and also once again share with you reasons why I’ve made the investment decision on the bank in the first place…

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A Summary of SPH REIT’s AGM for FY2020/21

Earlier this afternoon, I attended SPH REIT’s (SGX:SK6U) latest annual general meeting for the financial year 2020/21 ended 31 August 2021 to seek out the latest updates from its management. For the benefit of those who did not manage to attend the meeting, I’ve summarised the most important points to take note of in this post. On top of that, you’ll also find results of the 3 resolutions put to vote during the meeting…

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SIAS-Keppel DC REIT Virtual Dialogue Session for the Proposed Investment in NetCo Bonds and Preference Shares – My Summary

SIAS conducted a virtual dialogue session yesterday evening (22 November 2021) with the management of Keppel DC REIT to discuss about its upcoming proposed transaction to invest in NetCo’s bonds and preference shares. Also, unitholders who attended the meeting were able to seek any clarifications they may have directly with the REIT’s management. In this post, you’ll find a list of questions raised during the session, together with responses provided by the REIT’s CEO and CFO…

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What will be the Impact of Impending Interest Rate Hikes on S-REITs?

A couple of days ago, a friend of mine asked for my thoughts about the impact of interest rate hikes on S-REITs, along with the impact on their unit prices. I felt that the question was an interesting one, and possibly one where my readers would also like me to cast some light on. As such, I’ve decided to pen down my response to the question in this post, which I hope you’ll find useful…

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关于华侨银行有限公司 2021 财年第三季度业务更新，您需了解的信息

This Mandarin version of my review on OCBC’s latest third quarter results (released on 03 November 2021) was translated by SGX (in a partnership that I have with them) and posted on the various investment forums. I’ve sought their permission to re-post the same article onto my site, so that my readers (especially those who are better-versed in Mandarin) can benefit from the translated content as well, and you can find it in this post…

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How You Can Read The Edge Singapore via the NLB Mobile and PressReader App

For those of you who have been reading ‘The Edge Singapore’ back when it was made available in the PressReader App in the past, it’s now available once again! In this post, you’ll find step-by-step instructions on how you can access the latest edition of the finance magazine…

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投资组合新增投资标的：吉宝数据中心房地产信托（下称“Keppel DC REIT”，新交所代码：AJBU）

In a partnership that I have with SGX, they have translated this particular post, which I talked about reasons why I’ve added Keppel DC REIT (SGX:AJBU) to my long-term portfolio, into Chinese and posted them on the some investment forums. For the benefit of my readers who would like to read the Chinese version of the article, you can check out the post here…

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What You Need to Know about Keppel DC REIT’s Proposed Transaction of NetCo’s Bonds and Preference Shares (and EGM Details)

Yesterday evening, data centre REIT in Keppel DC REIT (SGX:AJBU) released details about its upcoming EGM to seek unitholders’ approval on the proposed transaction where they will be subscribing to the bonds and preference shares issued by NetCo (a company established by M1 to own its mobile, fixed, and fibre assets.) In this post, I attempt to explain the transaction in layman terms (as best as I can) – which I hope will be able to help fellow unitholders better understand what the entire transaction is about. You’ll also find details about its upcoming EGM (along with information on how you can sign up to attend if you are a unitholder of the REIT…)

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A Summary of SPH REIT’s Annual Report for FY2020/21

SPH REIT (SGX:SK6U), whose portfolio consists of 5 retail malls (3 in Singapore, and 2 in Australia), released its latest annual report for the financial year 2020/21 ended 31 August 2021, along with notice of its upcoming AGM last Wednesday (27 October 2021.) For the benefit of those who do not have time to go through the entire report, I have compiled a summary containing the most important pointers to take note of in this post, along with details about its upcoming AGM, and my thoughts about the REIT’s latest financial year performance and outlook ahead…

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My Review (and Thoughts) on EC World REIT’s Q3 FY2021 Results

EC World REIT (SGX:BWCU), with its portfolio consisting of 8 logistics properties all located in China, have released its Q3 and 9M FY2021 results after market hours this evening. As a unitholder of the China-based REIT, I have studied the documents posted with interest and in this post, you’ll find a review (along with my thoughts) about its latest set of financial results, portfolio occupancy and debt profile, as well as distribution payouts declared this time round…

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