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.

Website

CapitaLand Integrated Commercial Trust’s 2H & FY2024 Results Review

Singapore’s first and largest-listed REIT, CapitaLand Integrated Commercial Trust (SGX: C38U), invests in properties used for retail and/or office purposes. As of 31 December 2024, its portfolio comprises 21 properties in Singapore, 2 in Germany, and 3 in Australia, with a total property value of S$26.0 billion. This morning (05 February), the commercial REIT released its results for the 2nd half, and for the full year ended 31 December 2024 (i.e., FY2024). In this post, you’ll find my review of its latest financial figures, portfolio occupancy and debt profile, as well as its distribution payout to unitholders…

Read More

CapitaLand India Trust’s 4Q & FY2024 Results Review

As the name implies, CapitaLand India Trust (SGX: CY6U) invests primarily in business space properties in India. As of 31 December 2024, its portfolio comprises 10 IT business parks, 1 logistics park, 3 industrial facilities, and 4 data centre developments in India, with a total assets under management of S$3.2 billion. Yesterday (27 January) evening, the business trust released its 4Q and FY2024 results, and in this post, you’ll find my review of its latest financial figures, portfolio occupancy and debt profile, along with its distribution payout to unitholders…

Read More

Mapletree Pan Asia Commercial Trust’s 3Q & 9M FY2024/25 Results Review

Formed from the merger of 2 Mapletree REITs in August 2022, Mapletree Pan Asia Commercial Trust (SGX: N2IU) invests in retail and/or office properties in key gateway cities in Asia. Currently, its portfolio comprises 17 properties in Singapore, Hong Kong, China, Japan, and South Korea valued at S$15.7 billion. Yesterday (23 January) evening, the Singapore-listed REIT released its results for the 3rd quarter and for the first 9 months of FY2024/25, and in this post, you’ll find my review of its latest financial figures, portfolio occupancy and debt profile, as well as its latest distribution payout to unitholders…

Read More

Suntec REIT’s 4Q & FY2024 Results Review

Suntec REIT (SGX: T82U) invests in retail and office properties located in Singapore, Australia, and in the United Kingdom. While it boasts a strong portfolio occupancy, its debt profile remains a concern (at least for me). Earlier this evening (23 January), the commercial REIT released its results for the 4th quarter as well as for the full year ended 31 December 2024 (i.e., FY2024). In this post, you’ll find my review of its latest financial figures, portfolio occupancy and debt profile, as well as its distribution payout to unitholders…

Read More

A Review of Frasers Centrepoint Trust’s 1Q FY2024/25 Business Update

Frasers Centrepoint Trust (SGX: J69U) is a pure-play Singapore REIT, where all of its 9 retail malls and 1 office property are located in the city state. Yesterday (22 January) evening, it has released its business update for 1Q FY2024/25 ended 31 December 2024, and in this post, you will find my review of its latest portfolio occupancy and debt profile…

Read More

Mapletree Industrial Trust’s 3Q & 9M FY2024/25 Results Review

Mapletree Industrial Trust (SGX: ME8U), invests in industrial and data centre properties located in Singapore, the United States, and Japan, with a total assets under management of S$9.2 billion. Yesterday (22 January) evening, the Singapore-listed REIT has released its results for the 3rd quarter, as well as for the first 9 months of FY2024/25 ended 31 December 2024, and in this post, you’ll find my review of its latest financial figures, portfolio occupancy and debt profile, as well as its distribution payout to unitholders…

Read More

Mapletree Logistics Trust’s 3Q & 9M FY2024/25 Results Review

Mapletree Logistics Trust (SGX: M44U), the first Asia-focused logistics REIT back when it was listed on the Singapore Exchange in July 2005, released its results for the 3rd quarter, and for the first 9 months of FY2024/25 ended 31 December 2024 yesterday evening (21 January). In this post, you’ll find my review of its latest financial figures, portfolio occupancy and debt profile, as well as its distribution payout to unitholders…

Read More

Food Empire Holdings Limited: What You Need to Know

Food Empire Holdings Limited (SGX: F03) is in a defensive business of manufacturing a range of branded beverages and snacks. It owns a family of proprietary brands, including MacCoffee and CaféPHỐ. In this post, you’ll find out more about the Singapore-listed company, together with its financial performance, debt profile, and dividend payout over the last 5 years (between FY2019 and FY2023)…

Read More

Frasers Centrepoint Trust’s Annual Report for FY2023/24 – Key Highlights to Take Note of

Frasers Centrepoint Trust (SGX: J69U) is a pure-play Singapore REIT with all of its 9 retail malls and 1 office property are located in the country. Following the conclusion of its financial year on 30 September 2024, the REIT has released its annual report on 23 December (apologies for the late update as I was away on vacation then). In this post, you’ll find my summary of its annual report, together with details of its upcoming annual general meeting…

Read More

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…

Read More