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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My Retail Trading and Investing Journey: An Interview with InvestKaki

Deeply honoured to be invited by James Yeo, the founder of InvestKaki.com, for a video interview on Tuesday (11 June 2024) where I shared my journey as a full-time trader and investor. In this 40-minute video, I talked about the pivotal moments that sparked my interest in investing, criteria I use to evaluate companies, 4 key aspects I look at in a company’s annual report, along with addressing questions posed by the InvestingNote community…

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A Breakdown of the Magnificent 7’s Latest Quarter Results

For those who might not be familiar, the ‘Magnificent 7’ consists of Apple Inc, Alphabet Inc, Amazon Inc, Meta Platforms Inc, Microsoft Corporation, Nvidia Corporation, and Tesla Inc. With the earnings season now behind us, I decided to do break down the latest quarterly results of each of these companies to keep you informed and up-to-date…

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From Singapore to the Wall Street: 5 Singapore-Headquartered Companies on the U.S. Exchange

While Singapore have a stock exchange, why do some of the Singapore-headquartered companies choose to list in the United States instead? 2 key reasons – access to a much larger capital pool, as well as liquidity. In today’s post, you will find 5 companies that are headquartered in Singapore, but listed on the US stock exchanges…

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The Essentials You Need to Know about the iShares MSCI World ETF (NYSE ARCA: URTH)

I’m pretty sure you would have heard of the iShares MSCI World ETF (NYSE ARCA:URTH) before, as an investment in it will give you an instant diversification into companies listed in the various stock exchanges around the world. But the question is, what is the level of concentration the ETF has in the various countries? You can find out the answer to this question, along with the other essential information you need to know about the ETF in this post, including the underlying index the ETF tracks, details about the top 10 companies with the heaviest weightage in the ETF, dividend payouts over the years, and more…

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‘building your REIT-irement portfolio’ Now in Local Bookstores

Some of you have asked if my book, ‘building your REIT-irement portfolio’ can be found in the local bookstores. I’m happy to announce that it is now available for sale in the bookstores in Singapore and Malaysia, made possible by AceMedia Sdn Bhd. More details in this post…

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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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