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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United Overseas Bank Limited – Why I Invested in the Bank Back in March 2020

United Overseas Bank, or UOB for short (SGX:U11) was the third Singapore-listed bank I’ve added to my long-term investment portfolio back in March 2020. In this post, you’ll read about reasons why I’ve made the investment decision back then (by looking at its key financial performance, statistics, along with its dividend payout over the years), and also my outlook for the bank in the year ahead…

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How has DBS Group Holdings Performed over the Past 9 Financial Years?

I added Singapore’s biggest local bank in DBS Group Holdings Limited (SGX:D05) to my long-term investment portfolio in March last year (before the worsening Covid-19 situation sent its share price plunging shortly after.) In today’s post, you’ll read about reasons for my investment decision, by looking at its key financial performance and statistics, along with its dividend payouts over the past 9 years, on top of my outlook for the bank in the coming year ahead…

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How has CapitaLand Integrated Commercial Trust Performed over the Past 9 Years?

Previously known as CapitaLand Mall Trust (with its portfolio consisting of 11 retail malls), following the merger with CapitaLand Commercial Trust (and subsequently being renamed as CapitaLand Integrated Commercial Trust, or CICT for short), its portfolio now constitutes office assets and integrated developments. Also, instead of purely Singapore-based previously, the enlarged REIT also have properties in Germany, and recently, it announced its expansion into Australia. In today’s post about the REIT, you’ll read about reasons why I’ve invested in the REIT in the first place, along with my outlook for it in the year ahead…

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Why Did I Invest in Suntec REIT, and Why I’m staying Invested for Now

With retail, office, and convention centre properties in Singapore, Australia, and in the United Kingdom, Suntec REIT (SGX:T82U) is another Singapore-listed REIT I’ve added to my long-term investment portfolio just before the ‘circuit breaker’ period last year – when its unit price came down to my entry price (which corresponded to a yield of 5.4% based on its distribution payout in FY2019.) Fast forward to today, it has been close to 2 years since I’ve made the investment, and I thought of doing a review of the REIT in this post today – where you’ll read about a review of its financial performance, portfolio occupancy, debt profile, and distribution payouts over the years, along with reasons why I’ve continued to stay on as a unitholder but yet not increase my unitholding to bring down my average invested price for now…

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Flashback: My Investment in EC World REIT

EC World REIT (SGX:BWCU) is a China-based REIT where its portfolio comprises of 8 e-commerce logistics, specialised logistics, and port logistics assets – all of them located in the country. In this post, you’ll read about reasons why I’ve added this REIT to my long-term investment portfolio back in January 2020, along with a review of its full-year financial performance, portfolio occupancy and debt profile, and its distribution payout to unitholders since post-IPO…

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What You Need to Know about CSOP iEdge S-REIT Leaders Index ETF

CSOP Asset Management Pte. Ltd. have, on 18 November 2021, listed a REIT ETF called the CSOP iEdge S-REIT Leaders Index ETF on the Singapore Exchange (the ticker symbol for it is SGX:SRT). In today’s post (written in collaboration between The Singaporean Investor and CSOP Asset Management Pte. Ltd.), you’ll read about everything you need to know about this newly listed ETF – the 28 REITs which this ETF comprises of, dividend payouts you’ll receive as a shareholder, along with my thoughts about it…

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Summary of Keppel DC REIT’s EGM on the Proposed Investment in NetCo Bonds and Preference Shares

This morning, Keppel DC REIT (SGX:AJBU) held an EGM to seek unitholders’ approval on its proposed investment in NetCo bonds and preference shares, which I’ve attended as a unitholder. For those who did not attend the meeting, here’s a summary of the CEO’s presentation, response to questions raised during the meeting, along with results of the 2 resolutions put to vote…

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A Lookback at My Investment in Ascendas REIT

Ascendas REIT (SGX:A17U) was the third company I’ve added to my long-term investment portfolio back in November 2019. Based on the unit price and also the distribution payout then, it yielded at 5.5%. As it has been about 2 years since I’ve invested in the REIT, I thought it’d be timely for me to do a lookback on it to find out whether or not some of the key statistics I’ve been looking at have continued to improve (and also whether my reasons to invest in this REIT continues to remain valid.) In this post, you’ll find my review of the REIT’s financial results, portfolio occupancy, debt profile, as well as its distribution payouts over the past 10 financial years…

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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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