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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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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My Review of Keppel DC REIT’s Business Update for Q1 FY2024

Back when it was listed in 12 December 2014, Keppel DC REIT (SGX:AJBU) was Asia’s first pure-play data centre REIT. Currently, its portfolio comprises 23 data centres in 13 cities in 9 countries across Asia Pacific and Europe. This morning (19 April 2024), it has published its business update for the 1st quarter ended 31 March 2024 (i.e., Q1 FY2024). In this post, you will find my review of its latest financial figures, portfolio occupancy, and debt profile…

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Is ESCO Technologies a Buy? An In-Depth Analysis of its Financials, Debt, and Dividends

ESCO Technologies Inc. (NYSE:ESE) is a US-listed company that specialises in providing advanced technology solutions for the defence, aerospace, space, wireless, consumer electronics, healthcare, automotive, electric utility, and renewable energy industries. Not to worry if this sounds confusing at this juncture, as in this post, you will find a more detailed explanation of the company’s businesses in layman terms, along with my review of its financial performances, debt profile, and dividend payout to its shareholders over the last 9 financial years (i.e., between FY2014/15 and FY2022/23). On top of that, I will also be sharing with you whether at its current traded price, the company is trading at a ‘discount’ or ‘premium’…

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Key Highlights from Oversea-Chinese Banking Corporation’s Annual Report for FY2023

Oversea-Chinese Banking Corporation (SGX:O39), or OCBC for short, is Singapore’s longest established bank. The Singapore headquartered bank is also the 2nd largest financial services group in Southeast Asia by assets. At the time of writing, the bank also has the 2nd heaviest weightage in Singapore’s benchmark Straits Times Index (or STI for short). Last Friday (05 April 2024), OCBC published its annual report for the financial year ended 31 December 2023 (i.e., FY2023), to which you will find key pointers to take note in this post, as well as details of its upcoming AGM…

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CapitaLand Ascendas REIT’s Annual Report for FY2023 – My Summary

CapitaLand Ascendas REIT (SGX:A17U), or CLAR for short, is Singapore’s first and largest business space and industrial REIT, with its portfolio comprising 227 properties in Singapore, Australia, the United States, as well as in the United Kingdom/Europe valued at S$16.9 billion. Following the conclusion of the financial year on 31 December 2023 (i.e., FY2023), the REIT have published its annual report, together with details of its upcoming AGM, yesterday (02 April 2024) morning. Here’s my summary of it, together with my thoughts about the the REIT’s latest full-year results…

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CapitaLand Integrated Commercial Trust’s Annual Report for FY2023: Key Pointers to Take Note of

CapitaLand Integrated Commercial Trust (SGX:C38U), or CICT for short, is Singapore’s first and largest-listed REIT. At the time of writing, its portfolio comprises 26 retail, office, and integrated development properties in Singapore, Germany, and Australia valued at S$24.5 billion. Last Thursday (28 March 2024) morning, the REIT released its annual report for the financial year ended 31 December 2023 (i.e., FY2023), and in this post, you will find my summary of the key points to take note, along with details of its upcoming AGM…

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