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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Key Highlights of CapitaLand Integrated Commercial Trust’s 2nd Half and Full-Year 2021 Results

CapitaLand Integrated Commercial Trust (SGX:C38U), or CICT for short, is a predominantly Singapore-focused REIT where its portfolio comprises a total of 24 retail, office, and integrated development properties (22 of them located in Singapore, and 2 of them located in Germany.) This morning, the REIT released its financial results for the second half, as well as for the full-year ended 31 December 2021. In this post, you’ll read about a summary about its latest set of financial results, portfolio occupancy and debt profile, and also its distribution payout to unitholders, together with my thoughts (as a unitholder) and outlook ahead…

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Mapletree Commercial Trust’s Q3 and 9M FY2021/22 Business Updates – What You Need to Know

Mapletree Commercial Trust (SGX:N2IU), with a total of 5 retail, office, and business park properties in Singapore in its portfolio, released its business updates for the third quarter, and also for the first 9 months of FY2021/22 ended 31 December 2021 after market hours yesterday (26 January 2022.) I have gone through the results and in this post, you’ll find a summary of the key aspects about its financial performance, portfolio occupancy and debt profile to take note of, along with thoughts about them…

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My Review of Suntec REIT’s 2H and FY2021 Results

This morning, Suntec REIT (SGX:T82U), with retail and office properties located in Singapore, Australia, and in the United Kingdom, released its financial results for the fourth quarter, as well as for the full-year ended 31 December 2021 (i.e. FY2021.) As a unitholder of the REIT, I have studied the related documents and in this post, you’ll find my review about its latest financial performance, portfolio occupancy and debt profile, and its distribution payout to unitholders…

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A Summary of Frasers Centrepoint Trust’s Business Updates for Q1 FY2021/22

Frasers Centrepoint Trust (SGX:J69U), where its portfolio comprises 9 suburban malls and one office property in Singapore, released its business updates for the first quarter of the financial year 2021/22 ended 31 December 2021 after market hours yesterday (25 January 2022.) In this post, you’ll find a summary about its portfolio occupancy and its debt profile to take note of, along with my personal thoughts about the latest statistics reported…

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How Did Mapletree Industrial Trust Fare in the 3rd Quarter and First 9 Months of FY2021/22?

Mapletree Industrial Trust (SGX:ME8U), with its portfolio comprising 86 properties in Singapore, and 57 properties in United States, have released its financial results for the third quarter, as well as for the first 9 months of the financial year 2021/22 ended 31 December 2021 after market hours yesterday (25 January 2022.) In this post, you’ll find a summary of the blue-chip industrial REIT’s latest financial performance, portfolio occupancy and debt profile, along with its distribution payout declared for the current quarter under review. On top of that, I’ll also be sharing with you my personal thoughts about the REIT’s latest set of results from a point of view of a unitholder…

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Keppel DC REIT’s 2H and FY2021 Results – What You Need to Know

Keppel DC REIT (SGX:AJBU), Singapore’s first data centre REIT, has published its financial results for the second half, as well as for the full-year ended 31 December 2021 after market hours yesterday. In this post, you’ll read about a summary of its financial performance, portfolio occupancy and debt profile, as well as its distribution payout to unitholders. On top of that, I’ll also be sharing with you my thoughts about the REIT’s latest ‘report card’…

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My Review of Hong Leong Finance’s Past Years’ Performances

Singapore-based financial institution Hong Leong Finance Limited (SGX:S41) was the first company I’ve added to my long-term investment portfolio back in August 2019. In this post, you’ll find my review of the company’s performance recorded in the past 9 years (between FY2012 and FY2020), along with its dividend payout made to its shareholders in the same time period. On top of that, you’ll also learn about why I did not bring down my average invested price for the company (despite it currently trading at 6% below my invested price at the time of writing), and also my outlook for it in the coming financial year ahead…

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A Look at Mapletree Logistics Trust’s Performances over the Past 9 Years

Mapletree Logistics Trust (SGX:M44U), Singapore’s first Asia-focused logistics REIT, saw its portfolio grew from just 15 properties in Singapore during its IPO back in July 2005 to 163 properties in 9 countries in the Asia Pacific region as at 30 September 2021. In today’s post, you’ll read about reasons for my investment in this REIT (by looking at its financial performance, portfolio occupancy and debt profile, and also its distribution payout to its unitholders), my views as to why its unit price had been battered recently, and finally, my outlook for the REIT ahead…

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Mapletree Logistics Trust’s EGM on the Acquisition of China and Vietnam Properties – A Summary

Earlier this afternoon (13 January 2022), Mapletree Logistics Trust (SGX:M44U) held an EGM to seek unitholders’ approval to acquire 13 properties in China, and 3 properties in Vietnam. I’ve attended the meeting virtually (due to restriction on the number of physical attendees allowed) and for the benefit of those who did not attend, in this post, you’ll find a summary of the presentation by both the CEO and CFO of the REIT, responses to questions raised during the live Q&A session, and finally, results of the 3 resolutions put to vote during the meeting…

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A Look at Mapletree Industrial Trust’s Performances over the Past 10 Financial Years

I have added Mapletree Industrial Trust (SGX:ME8U) to my long-term investment portfolio back in October 2020, and have stayed invested as a unitholder of the blue-chip REIT since. In this post, you’ll learn about reasons why I’ve made the investment decision (by sharing with you its financial performance, portfolio occupancy and debt profile, as well as its distribution payouts to unitholders over the past 10 financial years), along with my views about the REIT’s recent unit price tumble…

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