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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Understanding the iShares China Large-Cap ETF (NYSE ARCA:FXI)

If you are bullish about the prospects of China, and would like to diversify your investments to include some of the biggest Chinese companies (by market capitalisation) in your investment portfolio, then the iShares China Large-Cap ETF (NYSE ARCA:FXI) is one you can consider – by investing in the ETF, you’re indirectly investing in 50 large-cap Chinese companies. In today’s post, you will find researches I have done about the ETF – particularly, you will learn about the underlying index that the ETF is tracking, which sectors have the heaviest weightage in the ETF, more information about the top 10 companies with the heaviest weightage (including their businesses and financial performances), dividend payouts, and more…

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Key Takeaways from DBS Group Holdings’ FY2023 Annual Report

Following the conclusion of the financial year on 31 December 2023 (i.e., FY2023), and the release of its 4th quarter and full-year results in early-February, DBS Group Holdings Limited (SGX:D05), or DBS for short, have published its annual report yesterday (06 March 2024). For the benefit of those who do not have the time to go through it, you can find summaries of the report in this post, along with details about its upcoming annual general meeting…

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Ranking DBS, UOB, and OCBC by their Q4 and FY2023 Results

All 3 Singapore-listed banks (in DBS, UOB, and OCBC) have already reported their financial results for the 4th quarter and full year ended 31 December 2023 (i.e., FY2023). Just like in the previous quarters, after they have released their latest results, I will put their numbers side-by-side and do a comparison to find out which bank had the strongest improvement (in percentage terms), and at the same time, find out which bank is currently the ‘cheapest’ and ‘most expensive’ based on their current valuations – and you can read all about them in this post…

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An In-Depth Analysis of EC World REIT’s Q4 and FY2023 Results

EC World REIT (SGX:BWCU) is a China-based e-commerce and port logistics REIT where it currently has 6 properties in its portfolio. Trading for the REIT is currently suspended, and the management certainly have a lot of issues to iron out. As a unitholder, I continue to stay updated on the latest, and in this post, you will find my review of its latest 4th quarter and full-year financial results, portfolio occupancy, and debt profile which was posted on Tuesday evening (27 February 2024)…

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A Look at DBS, UOB, and OCBC’s Q4 and FY2023 Results

All 3 Singapore-listed banks have released their 4th quarter and full year results ended 31 December 2023 – with DBS being the first to do so on 07 February, followed by UOB on 22 February, and then OCBC early this morning (28 February). In this post, you will find my review on the bank’s results – in terms of its financial performance, key financial ratios, and dividend payout declared by the management…

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Is The Simply Good Foods Company a Good Investment? 4 Years of Financial and Debt Data Analysed

The Simply Good Foods Company (NASDAQ:SMPL) is in the business of retailing a variety of convenient, innovating, great-tasting, ‘better-for-you’ snacks and meal replacements, along with other product offerings in North America under the brand names ‘Quest’ and ‘Atkins’. In this post, I will be looking at whether the company is worthy of a place in my long-term investment portfolio by evaluating its financial performance and debt profile recorded in the last 4 financial years (i.e., between FY2019/20 and FY2022/23). Additionally, I will also be sharing with you my ‘fair value price’ of the company based on its 4-year valuations, and whether its current traded price is at a discount or premium…

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Exploring Amcor plc (NYSE:AMCR) – Financial Performance, Debt Analysis, and Dividend Trends

Dual-listed on the Australian Stock Exchange, as well as on the New York Stock Exchange, Amcor plc (NYSE:AMCR) is a global leader in developing and producing responsible packaging for food, beverage, pharmaceutical, medical, home, personal care, and other products (and some of the company’s customers include Unilever, Nestle, Mondelez, PepsiCo, Novartis, and The Coca-Cola Company). In this post, I will be sharing with you researches I have done about the company in terms of its financial performance, debt profile, dividend payout, along with whether its current traded price is considered to be ‘cheap’ or ‘expensive’, as well as my ‘fair value’ price of the company…

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CapitaLand Ascendas REIT, CapitaLand India Trust, and CapitaLand Integrated Commercial Trust’s 2H and FY2023 Results Review

Out of the 5 REITs managed by CapitaLand Investment Ltd (SGX:9CI), 3 are in my long-term investment portfolio – CapitaLand India Trust (SGX:CY6U), CapitaLand Ascendas REIT (SGX:A17U), and CapitaLand Integrated Commercial Trust (SGX:C38U). They have since released their results for the 2nd half, as well as for the full year ended 31 December 2023 (i.e., FY2023), and in this post, you will find my review of their financial performances, portfolio occupancy and debt profile, along with their distribution payout to unitholders…

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My Analysis of Mapletree Industrial, Logistics, and Pan Asia Commercial Trust’s Q3 & 9M FY2023/24 Results

All 3 Mapletree REITs have since released their financial results for the 3rd quarter, as well as for the first 9 months of FY2023/24 – starting off with Mapletree Logistics Trust on 24 Jan, Mapletree Industrial Trust on 25 Jan, and then Mapletree Pan Asia Commercial Trust on 29 Jan. In this post, you will find my analysis of their latest results in terms of their financial performance, portfolio occupancy and debt profile, as well as their distribution payout to unitholders…

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A Breakdown of Keppel DC REIT’s 2H and FY2023 Results

Keppel DC REIT (SGX:AJBU) is Singapore’s first pure-play data centre REIT when it was listed on 12 December 2014. Currently, its portfolio comprises a total of 23 data centre properties in 9 countries worth a total of S$3.6 billion. The data centre REIT have released its results for the full year ended 31 December 2023 (i.e., FY2023) early this morning (26 January 2024), and in this post, you will find a review of its latest financial figures, portfolio occupancy and debt profile, along with its distribution payout to unitholders…

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