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 REITs with a Distribution Yield of 5.0% and Above

The Federal Reserve have just announced another interest rate hike of 0.25% yesterday. Whether or not this move will result in more banks collapsing and economic crisis breaking out, your guess is as good as mine. However, we should not sit there and do nothing about growing our money (because by doing so, the value of your money will erode through inflation.) Here are 7 REITs which are not only fundamentally sound (i.e. having a stable financial performance, resilient portfolio occupancy rate, and a healthy aggregate leverage), but at their current prices, they are yielding at 5.0% and above you can have a look at investing your money into…

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Key Highlights from CapitaLand Integrated Commercial Trust’s Annual Report for FY2022

From just 3 retail properties when it was listed back in July 2002, today, CapitaLand Integrated Commercial Trust (SGX:C38U), or CICT for short, has a total of 26 retail, office, and integrated development properties in 3 countries (Singapore, Germany, and Australia) in its portfolio. Following the conclusion of the financial year ended 31 December 2022, the REIT have released its annual report this morning (22 March 2023), along with details about its AGM, and EGM (conducted on the same day right after the AGM.) For the benefit of those who do not have the time to go through the entire report, you can read my summary of the REIT’s latest annual report here, along with information about its upcoming general meetings…

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Ready to REITire Series Video #2 – 3 Things to Look out for when Selecting REITs to Invest

At the time of writing, there are about 40 REITs listed on the Singapore Exchange. That said, how do you go about selecting the best ones to invest in? In today’s post (which is the second of the five part ‘Ready to REITire’ video series done in collaboration with The Joyful Investors), you will learn about the 3 things we look at when we choose a REIT to put our hard-earned money in…

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Ready to REITire Series Video #1 – Introduction to S-REITs

‘Ready to REITire’ is a 5-part video series done together with The Joyful Investors where you will learn about everything you need to know about investing in REITs to generate a regular stream of income. In the first part of this series, we will be sharing with you what exactly a REIT is, along with some of the advantages and limitations of it…

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Key Takeaways from the 8th Edition of REITs Asia Pacific 2023

I had the honour of attending the 8th edition of REITs Asia Pacific 2023 as a media partner. Apart from the ‘Asia Pacific Best of the Breeds REITs Award’ presentation, there were also a series of panel discussions, including (i) whether logistics/industrial REITs will be able to continue their outperformance in the year ahead, (ii) can Asia’s REIT market thrive amid high inflation cost, (iii) is this the best time to invest in technology for the REITs market, and (iv) how important is ESG to the REITs market – where you’ll find key takeaways in this post…

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A Summary of DBS Group Holdings’ Annual Report for FY2022

Following the release of its Q4 and full year 2022 results in mid-February, DBS Group Holdings Limited (SGX:D05) have published its annual report yesterday (09 March 2023.) For the benefit of those who do not have the time to go through it, here’s a summary I’ve compiled containing the most important information to take note of, along with details about its upcoming AGM…

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The S&P 500 Index: What You Need to Know

I’m pretty sure many would have heard about the S&P 500 Index before – it is one of the 3 main stock market indexes in the United States (with the other 2 being Dow Jones Industrial Average, and the NASDAQ.) For those of you who want to learn more about the US Index, in this post, you’ll learn about what it is about, sectors that form the index, performance of the index over a 95-year period (from 1928 to 2022), along with the top constituents of the index…

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A Look into the Impact of Rising Interest Rates on REITs in My Investment Portfolio

Unit prices of REITs have fallen by quite a bit from their highs in recent months, as retail investors shy away from them due to impacts of interest rate hikes on distribution payouts. That got me thinking if the situation is so bad to the extent that it warrants a divestment. To help me with my analysis, I have put together some statistics from the debt profiles of all the REITs I’ve invested in (8 of them in total) to find out the extent in which they are likely to be impacted from the high interest rate environment, and you can read about them in today’s post…

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DBS vs. UOB vs. OCBC – Which Bank Had the Best Q4 and Full Year 2022 Results?

As all 3 Singapore-listed banks (in DBS [SGX:D05], UOB [SGX:U11], and OCBC [SGX:O39]) have already released their results for the 4th quarter, and for the full year 2022. In this post, I will be putting their financial results and key financial ratios side-by-side to find out which bank recorded the strongest improvement (in percentage terms.) On top of that, you’ll also find out which of the 3 banks is currently the ‘cheapest’, and which is the most ‘expensive’ in terms of their valuations…

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My Review of Hong Leong Finance’s 2H and Full Year 2022 Results

Singapore’s largest finance company in Hong Leong Finance Limited (SGX:S41), with a network of 28 branches scattered across the country, have made available its results for the second half, as well as for the full year ended 31 December 2022 (i.e. FY2022) after market hours this evening (24 February 2023.) In this post, you’ll find my review about its financial results and dividend payout…

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