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

Evaluating EC World REIT’s Results for Q2 and 1H FY2024

EC World REIT (SGX: BWCU) is a China-based e-commerce and port logistics REIT with a portfolio currently consisting of 7 properties in the country. Trading of the REIT’s units remains suspended. After market hours yesterday (7 August), EC World REIT released its financial results for the 2nd quarter and the 1st half of FY2024. In this post, I will review its latest financial figures, portfolio occupancy, and debt profile…

Read More

How DBS, UOB, and OCBC Fared in Q2 and 1H FY2024

All 3 Singapore-listed banks have released their financial results for the 2nd quarter, as well as for the 1st half of the year ended 30 June 2024 – starting with UOB on 01 Aug, followed by OCBC a day after (02 Aug), and then DBS earlier this afternoon (07 Aug). In this post, you will find my review of each of the 3 banks’ results in terms of its financial performance (for the 2nd quarter, and for the 1st half of the year), key financial ratios (where I will be comparing the ratios reported for the 2nd quarter of FY2024 against that reported for the 1st quarter of FY2024), as well as its dividend payouts to shareholders…

Read More

My Review of the Mapletree REITs’ Q1 FY2024/25 Results

There are 3 Mapletree REITs listed on the Singapore Exchange – Mapletree Industrial Trust (SGX: ME8U), Mapletree Logistics Trust (SGX: M44U), and Mapletree Pan Asia Commercial Trust (SGX: N2IU), and I am a unitholder of all of them. In this post, you will find my review on each of the 3 Mapletree REITs’ results for Q1 FY2024/25 ended 30 June in terms of their latest financial performance, portfolio occupancy and debt profile, and their distribution payouts to unitholders…

Read More

An Analysis of Keppel DC REIT’s Results for 1H FY2024

When it was listed on the Singapore Exchange in December 2014, Keppel DC REIT (SGX: AJBU) was Asia’s first pure-play data centre REIT. At the time of writing, its portfolio comprises 23 data centre REITs in 10 countries, with a total assets under management of S$3.9 billion. This morning (26 July), the data centre REIT released its results for the 1st half of FY2024 (ended 30 June), and in this post, you will find my review of its latest financial performance, portfolio occupancy and debt profile, as well as distribution payout to unitholders…

Read More

Suntec REIT’s 1H FY2024 Results: A Review of its Performance

Listed on the Singapore Exchange since December 2004, Suntec REIT (SGX: T82U) invests in income-producing properties used for office and/or retail purposes. At the time of writing, it owns properties in Singapore, Australia (in Adelaide, Melbourne, and Sydney), and in the United Kingdom (in London), with a total assets under management of over S$12 billion. In this post, you will find my review of the REIT’s latest results for the 1st half of FY2024 (ended 30 June) released yesterday evening (25 July) in terms of its financial performance, portfolio occupancy and debt profile, and its distribution payout to unitholders…

Read More

Frasers Centrepoint Trust’s Q3 FY2023/24 Business Update: A Review of its Portfolio Occupancy and Debt Profile

Frasers Centrepoint Trust (SGX: J69U), the largest suburban retail mall owner in Singapore with 9 retail malls and 1 office property in its portfolio valued at S$7.1 billion, was among the first to release its business update for the 3rd quarter of the financial year ended 30 June (i.e., FY2023/24) yesterday evening (25 July). In this post, you will find a quick review of the REIT’s latest portfolio occupancy and debt profile…

Read More

Singapore Healthcare REITs Face-Off: Parkway Life REIT vs. First REIT

There are 2 healthcare REITs listed on Singapore Exchange – Parkway Life REIT (SGX: C2PU) and First REIT (SGX: AW9U). At the time of writing (17 July), the former is trading at S$3.71, while the latter is trading at S$0.245. Of course, in terms of price, First REIT is much cheaper. But what about in terms of performance (particularly its financial results, portfolio occupancy and debt profile, as well as distribution payout to unitholders), which of the 2 healthcare REITs is better? Let us have a look at them in this post…

Read More

Key Highlights from EC World REIT’s Annual Report for FY2023

EC World REIT (SGX: BWCU) invests in properties in China used primarily for e-commerce, supply-chain management, and 3rd party logistics purposes, as well as real estate assets. Currently, its portfolio comprises 7 properties located within the largest e-commerce sectors of Hangzhou in the Yangtze River Delta and Wuhan. Last Friday (12 July), the REIT released its annual report for the financial year ended 31 December 2023 (i.e., FY2023 – the REIT sought for extension to conduct its AGM from the Singapore Exchange due to delays in divestment of 2 assets) and in this post, you will find key highlights in the report to take note of, along with questions I have submitted to the REIT’s management for their response, together with information about its upcoming AGM…

Read More

Which Singapore Bank Should You Buy (if You have Limited Funds)?

There are 3 banks listed on the Singapore Exchange, and they are: DBS (SGX: D05), UOB (SGX: U11), and OCBC (SGX: O39). Question is, if one has limited funds, which one should he/she buy (I get asked this question very often). The best way for me to answer this question is to put their performances (in terms of their financial results, key financial ratios, and dividend payout) side-by-side to find out which bank has the strongest growth…

Read More

Insights, Mistakes, and Future Plans: My Chat with the Experts on BagHolder Pod

Recently, I had the honour of being invited to the BagHolder Pod (a popular YouTube channel hosted by 4 of the very best in the investment industry in Boon Tee, Chi Keng, Eric, and Kelvin). In this video, which is just under an hour long, I shared on a range of topics, including what I was doing prior to becoming a full-time retail investor and trader, mistakes made early on in my journey, outlook of interest rates and REITs, how I am intending to re-build my US investment portfolio, and more. You can find the entire video here…

Read More