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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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…

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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…

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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)…

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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…

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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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