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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Amova-StraitsTrading Asia ex Japan REIT Index ETF (SGX: CFA / COI): Holdings, Distributions, Performance and Risks

For investors looking to gain exposure to REIT market beyond Singapore without selecting individual REITs, the Amova-StraitsTrading Asia ex Japan REIT Index ETF (SGX: CFA / COI) offers a convenient option through a single SGX-listed investment. However, despite its regional name, the ETF is heavily weighted towards Singapore-listed REITs, while its unit price and distributions have faced pressure in recent years. In this post, I will examine what the ETF invests in, its largest holdings, geographical and sector exposure, distributions, fees, historical performance and the key risks investors should consider.

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iShares Barclays USD Asia High Yield Bond Index ETF (SGX: QL3 / O9P): 10 Key Things Investors Should Know Before Investing

The iShares USD Asia High Yield Bond ETF (SGX: QL3 / O9P) allows investors to gain exposure to a diversified portfolio of high-yield (‘junk’) bonds issued by governments and companies across Asia (excluding Japan). But how exactly does the ETF work, what are the risks involved, and who is it suitable for? In this post, I’ll walk you through the key things investors should know before deciding whether this ETF deserves a place in their portfolio…

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Vanguard High Dividend Yield ETF (NYSE ARCA: VYM): Why It May Not Be the ‘High Yield’ ETF You Expect

The Vanguard High Dividend Yield ETF (NYSE ARCA: VYM) is one of the largest dividend-focused ETFs in the world, with more than 600 holdings and over US$80 billion in assets under management. In this post, you’ll learn how the ETF selects its stocks, its sector allocation and top holdings, dividend payout history, fees, historical performance, and the key risks investors should consider before deciding whether it deserves a place in their investment portfolio.

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Singapore Post Limited (SGX: S08): Summary of Annual Report for FY2025/26

Singapore Post Limited (SGX: S08), or SingPost, is undergoing a major transformation as it adapts to the structural decline in traditional mail while positioning itself for long-term growth in eCommerce logistics. Following the release of its FY2025/26 Annual Report on Wednesday (24 June 2026), this post summarises the Group’s latest financial performance, strategic priorities, business initiatives, balance sheet strengthening efforts, sustainability progress, details of its upcoming AGM, and my thoughts on the key drivers that could shape SingPost’s turnaround in the years ahead.

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Mapletree Industrial Trust (SGX: ME8U): Summary of Annual Report for FY2025/26

Mapletree Industrial Trust (SGX: ME8U), or MIT, is a REIT with a portfolio of industrial properties and data centres across Singapore, North America, and Japan. As at 31 March 2026 (FY2025/26), it owned 136 properties with a total asset value of S$8.3 billion. Following the release of its FY2025/26 annual report on Monday (22 June), this post highlights the REIT’s latest financial performance, challenges facing its North American portfolio, progress on its portfolio repositioning strategy, and management’s plans to navigate these headwinds. I will also be sharing details of its upcoming Annual General Meeting (AGM), along with my thoughts on MIT’s outlook moving forward.

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Mapletree Logistics Trust (SGX: M44U): Summary of Annual Report for FY2025/26

Mapletree Logistics Trust (SGX: M44U), or MLT, is a leading logistics-focused REIT with a portfolio spanning key markets across the Asia-Pacific region. Since its listing in 2005 with just 15 properties, the REIT has grown substantially and today owns 175 logistics assets with a combined valuation of S$13.1 billion. Following the release of its FY2025/26 Annual Report last Friday (19 June), I took a closer look at the REIT’s latest performance, portfolio developments, balance sheet strength, and management’s outlook for the year ahead. In this post, I will share the key highlights from the report, details of its upcoming Annual General Meeting (AGM), as well as my personal observations on how MLT is navigating the current operating environment and positioning itself for long-term growth.

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iShares Core S&P Mid-Cap ETF (NYSE ARCA: IJH): 9 Essential Things Investors Should Know Before Investing

When it comes to investing in US equities, most investors tend to focus on either the large-cap companies found in the S&P 500 or the smaller companies within the Russell 2000 Index. Sitting between these 2 segments is the iShares Core S&P Mid-Cap ETF (NYSE ARCA: IJH), which provides exposure to around 400 mid-sized US companies that have already established their business models while still possessing meaningful growth potential. In this post, you’ll learn more about the ETF’s portfolio composition, sector exposure, top holdings, dividend payouts, historical performance, risks, and whether it deserves a place in your investment portfolio.

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