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.

iShares MSCI Japan ETF (NYSE ARCA:EWJ) – What You Need to Know Before You Invest in It

Among the topics in my discussions with fellow retail investors over the past couple of months, one of them was about investing in other countries for diversification – and one of the countries being mentioned is Japan, due to it being the 3rd largest economy in the world, and also the fact that the weak Japanese Yen against the US dollar makes the country’s assets attractive to foreign investors. Besides studying and buying individual Japanese stocks, you can also get diversification and be invested in a basket of Japanese stocks by investing in an ETF – and one of them you may want to have a look at is the iShares MSCI Japan ETF (NYSE ARCA:EWJ). In this post, I will be sharing with you researches I have done, including information about the underlying index it tracks, fees of the ETF, dividend payout to investors, breakdown of the sectors of the constituents of the ETF, brief introduction on the top 10 companies that make up the biggest weightage in the ETF, along with my preferred buy points based on its weekly price movements since its inception…

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What You Need to Know about Keppel DC REIT’s Q3 FY2023 Business Update

Asia’s first pure-play data centre REIT in Keppel DC REIT (SGX:AJBU) has just made available its business update for the 3rd quarter of FY2023 after market hours in the evening (16 October). As a unitholder of the data centre REIT, I have studied its latest ‘report card’ and in this post, you will find my review of its key financial figures, as well as its portfolio occupancy and debt profile…

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3 Key Lessons I have Learned as a Retail Investor

Just like anyone who is starting out to build his/her long-term investment portfolio, the journey is anything but ‘smooth sailing’. Chance are the obstacles you are faced with are exactly the same, if not similar to what I have faced. In today’s post, you will find 3 key lessons I have learned in the last 3+ years as a retail investor which I hope you will find useful, and at the same time, inspire and motivate you to get started (if you are still sitting on the fence)…

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Opinion: Should REITs Invest Solely in Properties in Singapore?

For those of you who have studied the latest results released by the REITs listed in Singapore, you will notice that apart from higher borrowing costs, for those with properties overseas, unfavourable foreign exchange as a result of a strong Singapore dollar (where the REITs report its financial figures in) is another reason for the weaker distribution payout (compared to last year.) On the latter, one of the questions asked by a number of unitholders is whether the REITs should divest the overseas properties and focus solely in Singapore. In today’s post, you will find my take on this…

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My Analysis of Frasers Logistics & Commercial Trust

Initially listed as Frasers Logistics & Industrial Trust back in 20 June 2016, it was renamed to Frasers Logistics & Commercial Trust (SGX:BUOU), or FLCT for short, after its merger with Frasers Commercial Trust on 29 April 2020. As at the end of the financial year 2021/22 on 30 September 2022, the REIT’s portfolio comprised of 105 industrial and commercial properties worth approximately S$6.7 billion across 5 major developed markets. Apart from learning more about the REIT’s investments, you will also learn about its financial performances, portfolio occupancy and debt profile, as well as distribution payouts to unitholders over the last 4 financial years, as well as in the 1st half of the current financial year 2022/23…

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Impact of High Interest Rate Environment on REITs. Are They a Sell?

One of the questions I’m asked by many, in light of the current high interest rate environment, and distribution payouts being negatively impacted, is whether they should divest their investments in the REITs they have. No doubt distribution payout in the near-term is going to be weaker compared to last year, but are they really a sell? The best way for me to explain this is to show you a quick evaluation on the things I look at when I study a REIT’s latest quarter results/business update, which you can find in today’s post…

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7 Different Types of Assets Owned by REITs

REITs, which is the short form for Real Estate Investment Trust, are popular among retail investors due to its relatively high dividend yield (most of them above 4.0%), along with its regular payout frequency (either quarterly, or half yearly). One of the most common questions asked by those who are new to REITs is, what do they invest in, and how they derive their income? In today’s post, you will learn about the 7 different types of assets which the REITs listed on the Singapore Exchange invest in…

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3 Things You Need to Keep in Mind when Building Your REIT Investment Portfolio

I totally understand the amount of work required when you are just starting out to build your REIT investment portfolio, but please do not let this deter you from starting out on this journey. For those of you who are just getting started (congratulations for making the decision to do so), here are 3 things you need to keep in mind – they are based on my personal experiences and I hope you will find the advices presented within useful…

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‘Building Your REIT-irement Portfolio’ Authored by Lim Jun Yuan is Finally Here!

After months of hard work to first brainstorm about the content, write it, proofreading it countless of times, and finally putting it to print, I’m happy to announce the official launch of my first book – ‘Building Your REIT-irement Portfolio’. As the title suggests, it contains everything you need to know to building your very own REIT portfolio, with income for distribution able to either supplement your active income, provide for your ‘wants’, more savings, or for your day-to-day expenditure when you retire. You can find out more about the book, and grab a copy of it (ebook or physical book) here…

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Abbott Laboratories: What You Need to Know

Abbott Laboratories (NYSE:ABT) is more than just its Panbio ART kit, or its Ensure and Pediasure milk powders as most of us are familiar with. The NYSE-listed company derives its revenue from 4 business segments, namely Nutritional Products, Diagnostic Products, Established Pharmaceutical Products, and Medical Devices. In this post, you will find more detail about each of the 4 business segments, along with its key financial performances, capital management, and dividend payout to its shareholders over the last 5 years (between FY2018 and FY2022). I will also be comparing the company’s current valuations (based on its current traded price) against its 5-year average to find out whether it is trading at a ‘discount’ or at a ‘premium’…

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