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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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…

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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…

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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…

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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…

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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…

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Mapletree Pan Asia Commercial Trust’s Annual Report for FY2023/24 – Key Highlights to Take Note of

Mapletree Pan Asia Commercial Trust (SGX: N2IU), or MPACT for short, formed following the merger of Mapletree Commercial Trust and Mapletree North Asia Commercial Trust in August 2022, invests in commercial properties used for retail and office purposes in key gateway markets in Asia. Currently, its portfolio comprises 18 properties valued at S$16.5 billion. Following the conclusion of the financial year on 31 March 2024 (i.e., FY2023/24), the REIT have published its annual report last Friday (28 June 2024), and in this post, you will find key highlights to take note of, together with details on its upcoming AGM…

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What You Need to Know: Highlights from Mapletree Logistics Trust’s FY2023/24 Annual Report

When it was listed in the Singapore Exchange back in 2005, Mapletree Logistics Trust (SGX: M44U) was the country’s first Asia-focused logistics REIT. Currently, it has 187 properties in 9 countries valued at S$13.2 billion. Following the conclusion of the financial year on 31 March 2024 (i.e., FY2023/24), the logistics REIT have published its annual report yesterday (25 June) morning and in this post, you will find key highlights to take note of, together with details of its upcoming AGM…

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Battle of the Titans: CapitaLand Integrated Commercial Trust vs. Mapletree Pan Asia Commercial Trust

Both CapitaLand Integrated Commercial Trust (SGX: C38U) and Mapletree Pan Asia Commercial Trust (SGX: N2IU) invest in properties primarily used for retail and office purposes. For those who only have sufficient funds for one, which should he/she invest? In this article, I will be putting the key statistics reported by the 2 REITs side-by-side to find out which potentially makes a ‘better buy’…

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Key Highlights from Mapletree Industrial Trust’s Annual Report for FY2023/24

Mapletree Industrial Trust (SGX: ME8U) invests in real estate assets used primarily for industrial and data centre purposes. Following the end of financial year on 31 March 2024 (i.e., FY2023/24), the REIT has published its annual report on Tuesday (18 June). In this post, you’ll find key highlights from the report, along with information about the upcoming AGM…

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Which is the Better Buy: Mapletree Industrial Trust or CapitaLand Ascendas REIT?

Last month (May 2024), my blog readers suggested that I compare REITs investing in similar property types to determine which is a “better buy” in my presentation at the REITs Symposium. This topic was suggested once again in a recent poll conducted by James Yeo, founder of InvestKaki, where community members on InvestingNote wanted to hear my thoughts during our interview. Today, you will find a comparison of Mapletree Industrial Trust (SGX: ME8U) and CapitaLand Ascendas REIT (SGX: A17U), both investing in industrial and data centre properties, to find out which might be a ‘better buy’…

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