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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7 Singapore-Listed REITs with a Diversified Portfolio

Some retail investors prefer to invest in REITs whose portfolio comprises of properties of a particular property type (such as those invested solely in retail, or data centre properties), while some prefer to invest in REITs that invest in a mix of property type. My post today focuses on latter, where you’ll learn about 7 Singapore-REITs with a diversified portfolio – particularly, the property types each REIT invests in, along with looking at its occupancy profile…

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My Summary of DBS Group Holdings Limited’s AGM for FY2022

Last Friday (31 March 2023), DBS Group Holdings Limited (SGX:D05) held its AGM for the financial year ended 31 December 2022m, which I’ve attended as a shareholder. For the benefit of those who did not attend the meeting, in this post, you can find my summary about last Wednesday’s (29 March 2023) disruption to its digital banking services, CEO’s presentation (on 2022 financial performance, 2023 outlook, DBS’ transformation, and its sustainability agenda), responses to questions raised by fellow AGM attendees, as well as results of the 12 resolutions put to vote during the meeting…

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A Summary of OCBC’s Annual Report for FY2022

Singapore’s longest established bank in Oversea-Chinese Banking Corporation Limited (SGX:O39), or OCBC for short, with 420 branches and representative offices in 19 countries and regions, have made available its annual report following the conclusion of the financial year on 31 December 2022 early this morning (31 December 2023.) For the benefit of of those who do not have the time to go through it, you can find my summary in this post, along with details about its coming AGM…

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Hong Leong Finance’s Annual Report 2022 – My Summary

With a network of 28 branches scattered across the whole of Singapore, Hong Leong Finance (SGX:S41) is the largest finance company in Singapore. This morning (30 March 2023), it has published its latest annual report for the financial year ended 31 December 2022. In this post, you’ll read about a summary of the finance company’s annual report (which I have compiled for the benefit of those who do not have the time to go through it), along with details of its upcoming 63rd annual general meeting…

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Ready to REITire Series Video #5 – Navigating through Changing Trends

2 things have changed since the outbreak of the Covid-19 pandemic – people are now used to, and want to continue to ‘work from home’ instead of working in the offices, along with buying whatever they need online – that said, how will these changing trends affect the office and retail properties respectively? In the final part of this ‘Ready to REITire’ video series, filmed together with the team at The Joyful Investors, you can find out our views on this…

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My Summary of Suntec REIT’s Annual Report for FY2022

Suntec REIT (SGX:T82U) is a Singapore-listed REIT where its portfolio comprises of retail and office properties in Singapore, Australia, as well as in the United Kingdom with a total assets under management of S$12 billion. This morning (29 March 2023), the REIT published its annual report for the financial year ended 31 December 2023 and in this post, you’ll find my summary of the most important points to take note of, along with details about its upcoming AGM (and questions I intend to ask in-person…)

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Keppel DC REIT’s Annual Report for FY2022 – What You Need to Know

With 23 data centres strategically located in key data centre hubs, Keppel DC REIT (SGX:AJBU) is the first pure-play data centre REIT in Asia. This morning (28 March 2023), it has released its annual report for the financial year ended 31 December 2022, which you’ll find my notes about (I’ve compiled this for the benefit of those who do not have the time to study the entire report), along with details about its upcoming AGM…

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Ready to REITire Series Video #4 – The Impact of Rising Interest Rates on REITs

The days of low interest rates are well and truly over, with the Federal Reserve hiking interest rates by 7 times last year (in 2022) to bring Federal Funds to 4.25% to 4.50% at the end of the year (from a rate of 0% to 0.25% before the hikes.) As REITs need to take on bank borrowings to fund for acquisitions, how will the rise in interest rates affect their growth? In the 4th instalment of the ‘Ready to REITire’ video series done together with The Joyful Investors, we will be sharing our thoughts, along with why REITs still make good investments…

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Key Takeaways from United Overseas Bank Limited’s Annual Report for FY2022

United Overseas Bank (SGX:U11), or UOB for short, with a global network of around 500 offices in 19 countries, is one of the leading banks in Asia, as well as being rated as one of the world’s top banks. Following the conclusion of the financial year ended 31 December 2022, the Singapore-listed bank released its annual report yesterday evening (23 Mar 2023), along with its notice of AGM. For the benefit of those who do not have the time to go through the entire report, you’ll find key takeaways in this post, along with details about its upcoming AGM…

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Ready to REITire Series Video #3 – 3 Potential ‘Red Flags’ to Look out for

Are REITs in your investment portfolio free from these 3 ‘red flags’? In this 3rd of the 5-part of the ‘Ready to REITire’ done in collaboration with the great team at The Joyful Investors, we’ll be sharing with you what they are – knowing what these 3 ‘red flags’ are, and making sure the REITs you’ve or are going to invest in are free from them will help to significantly reduce the likelihood of you making a bad investment decision…

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