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.

Website

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…

Read More

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…

Read More

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…

Read More

‘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…

Read More

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’…

Read More

EC World REIT’s EGM on 07 September 2023: Key Highlights to Take Note

This morning (07 September 2023), EC World REIT (SGX:BWCU) held its EGM to seek unitholders’ approval on the Supplementary Agreement in respect of the Proposed Divestment (including the Long-Stop Date). I have attended the meeting in-person to seek the management’s update, and it was good to see the Chairman, Mr Zhang Guobiao, flying in from China to attend the meeting. He also provided an outlook, to which you can find a summary of, along with CEO Mr Goh Toh Sim’s presentation, responses provided by the management on questions raised by fellow EGM attendees, as well as results of the one resolution put to vote during the meeting…

Read More

The Essentials of Shutterstock Inc. You Need to Know Before You Invest

Shutterstock Inc. (NYSE:SSTK) operates a number of platforms that connects people who create content (such as images, videos, music, and 3D models) with those who want to use it. Users pay a fee to the creators for permission to use the content. Apart from its namesake website Shutterstock.com, it also owns Pond5, TurboSquid, Offset, PremiumBeat, BigStock, and Splash News. In this post, you will learn about the NYSE-listed company’s financial performance, capital management, and dividend payout to its shareholders over the past 5 years (between FY2018 and FY2022), as well as whether its current traded price is considered to be trading at a ‘discount’ or at a ‘premium’ compared to its 5-year average valuations…

Read More

EC World REIT – Responses to Clarifications Sought on its Q2 and 1H FY2023 Results

Following EC World REIT’s (SGX:BWCU) release of its Q2 and 1H FY2023 results on 11 August 2023, I have raised 4 questions for the REIT’s management – 2 on its portfolio occupancy profile, and 2 on its debt profile. In this post, you will find their responses, which I am sharing in this post with fellow unitholders of the REIT…

Read More

EC World REIT’s EGM on 07 September 2023 – What You Need to Know

EC World REIT (SGX:BWCU) will be holding an EGM on Thursday, 07 September 2023, to seek unitholders’ approval on the supplementary agreement in respect of the proposed divestment of the 2 properties to raise funds required to prepay 25.0% of its borrowings. In this post, you will find my summary of the most important pointers in the circular to unitholders to take note of…

Read More

7 Singapore-REITs that Reported an Increase in Distribution Payout

At the time of writing, most of the REITs have already released its quarterly results or business updates for the quarter ended 30 June 2023. As a result of higher borrowing costs due to the current rising interest rate environment, most of them reported a weaker distribution payout to unitholders compared to last year. However, there are 7 REITs that bucked the trend and saw their distribution payout to unitholders recording an increase. Find out what these REITs are in this post…

Read More