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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EC World REIT’s Q1 FY2024 Results: What You Need to Know

EC World REIT (SGX:BWCU) is a China-based port logistics and e-commerce REIT listed on the Singapore Exchange, where it currently has 7 properties in its portfolio. Trading of the REIT has been suspended since 31 August 2023 due to a lack of funds necessary to repay its interest expenses due. The REIT released its financial results for Q1 FY2024 ended 31 March yesterday evening (13 May), and in this post, you will find my review of its latest financial performance, as well as its portfolio occupancy and debt profile…

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DBS, UOB, or OCBC – Which Singapore Bank Led the Pack in Q1 FY2024?

The trio of Singapore banks in DBS (SGX: D05), UOB (SGX: U11), and OCBC (SGX: O39) have released their business update for Q1 FY2024 ended 31 March. In this post, I have put their financial results and key financial ratios together to find out which of the 3 banks displayed the strongest improvement. I have also put their valuations (based on their closing price last Friday, 10 May) to find out which bank is currently the ‘cheapest’ and the ‘most expensive’…

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DBS, UOB, and OCBC’s Business Updates for Q1 FY2024: What You Need to Know

DBS (SGX: D05), UOB (SGX: U11), and OCBC (SGX: O39) are among the biggest banks in Singapore by assets, and they are very highly rated in terms of their credit ratings. Collectively, the 3 banks also hold a 47.9% weightage in Singapore’s benchmark Straits Times Index. Now that all 3 Singapore banks have already released its 1st quarter business update ended 31 March 2024 (i.e., Q1 FY2024), in this post, you will find a review of each of the bank’s financial figures and key financial ratios…

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An Analysis of Results by the Trio of Mapletree REITs for Q4 & FY2023/24

There are a total of 3 Mapletree REITs listed on the Singapore Exchange, and I am invested in all of them. This time round, Mapletree Pan Asia Commercial Trust (SGX:N2IU) was the first to release its Q4 and full-year results for 2023/24 ended 31 March 2024 on 24 April, followed by Mapletree Industrial Trust (SGX:ME8U) a day later on 25 April, and then Mapletree Logistics Trust (SGX:M44U) on 29 April. In this post, you will find my analysis of each of the 3 Mapletree REITs’ results in terms of its latest financial performance, portfolio occupancy and debt profile, as well as its distribution payout to unitholders…

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CapitaLand Integrated Commercial Trust’s AGM for FY2023: My Summary

Debuted as CapitaLand Mall Trust when it was listed back in July 2002, it was renamed as CapitaLand Integrated Commercial Trust (SGX:C38U), or CICT for short, after its merger with CapitaLand Commercial Trust in November 2020. As at 31 December 2023, its portfolio comprises retail, office, and integrated development properties in Singapore, Germany, and Australia valued at S$24.5 billion. Earlier this afternoon (29 April), the REIT held its AGM for FY2023 which I’ve attended virtually, and in this post, you will find a summary the CEO’s presentation, responses to questions raised by fellow AGM attendees, as well as results of the 4 resolutions put to vote during the meeting…

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CapitaLand Ascendas REIT’s AGM for FY2023: Key Highlights to Take Note of

Listed on the Singapore Exchange in November 2002, CapitaLand Ascendas REIT (SGX:A17U), or CLAR for short, is Singapore’s first and largest industrial and business space REIT. Its portfolio currently comprises a total of 232 properties located in the developed markets of Singapore, the United States, Australia, as well as in the United Kingdom/Europe, valued at a total of S$16.9 billion. The REIT held its AGM for FY2023 ended 31 December last Friday (26 April), which I attended virtually. In this post, you will find my summary of the presentation by its CEO, Mr William Tay, responses to questions raised by fellow AGM attendees, and results of the 4 resolutions put to vote during the meeting…

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An Analysis of Frasers Centrepoint Trust’s 1H FY2023/24 Results

Frasers Centrepoint Trust (SGX:J69U) is a leading pure-play suburban retail REIT in Singapore – with its portfolio comprising 9 retail malls and 1 office property scattered across the various heartland locations in the country. Earlier this morning (25 April 2024), the Singapore-listed REIT have made available its results for the 1st half of FY2023/24 ended 31 March 2024, and you can find my analysis of its latest financial figures, portfolio occupancy and debt profile, as well as its distribution payout in this post…

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An In-Depth Review of Suntec REIT’s Q1 FY2024 Business Update

Listed in 9 December 2024, Suntec REIT (SGX:T82U) invests in commercial properties (retail, office, and convention centre) in Singapore, Australia, and United Kingdom. Early this morning (25 April 2024), it has released its business update for the 1st quarter of FY2024 ended 31 March 2024, to which you will find an in-depth review of its key financial figures, portfolio and occupancy profile, as well as its distribution payouts to unitholders in this post…

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A Review of CapitaLand Ascendas REIT, CapitaLand India Trust, and CapitaLand Integrated Commercial Trust’s Q1 FY2024 Business Updates

Out of the 5 REITs and business trusts sponsored by CapitaLand Investments Limited, I am invested in 3: CapitaLand Ascendas REIT (SGX:A17U), CapitaLand India Trust (SGX:CY6U), and CapitaLand Integrated Commercial Trust (SGX:C38U). In this post, you will find my review of the 3 REITs’ and business trust’s business updates for Q1 FY2024…

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CapitaLand India Trust’s AGM for FY2023 – My Summary

CapitaLand India Trust (SGX:CY6U), or CLINT for short, is a Singapore-listed business trust, with its focus on business parks, industrials and logistics, as well as data centre properties in India. Following the conclusion of its financial year on 31 December 2023 (i.e., FY2023), CLINT conducted its 17th AGM last Friday (19 April 2024) afternoon, which I attended virtually. For the benefit of those who were not in attendance, you can read a summary of the CEO’s presentation, responses to questions raised by fellow meeting attendees, along with results of the 3 resolutions put to vote during the meeting here…

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