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 in SPH REIT’s Business Updates for Q1 FY2021/22

SPH REIT (SGX:SK6U), with a total of 5 retail properties in Singapore and Australia, released its business update for the first quarter of the financial year 2021/22 ended 30 November 2021 last Friday (07 January 2022) evening. In this post, you’ll find my summary of the REIT’s portfolio occupancy and debt profile to take note of, along with my outlook for the REIT in the coming quarters ahead…

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Proposed Merger of Mapletree North Asia Commercial Trust and Mapletree Commercial Trust – Key Details and My Thoughts

On the morning of 31 December 2021, it was announced that 2 Mapletree REITs – in Mapletree North Asia Commercial Trust (SGX:RW0U) and Mapletree Commercial Trust (SGX:N2IU) – have proposed a merger, with the enlarged entity to be renamed as Mapletree Pan Asia Commercial Trust. In this post, you’ll find a summary I’ve compiled containing key details and rationale of the merger, important dates to take note of, and also my personal thoughts about it…

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A Summary of Frasers Centrepoint Trust’s Annual Report for FY2020/21

Following the end of the financial year 2020/21 on 30 September 2021, suburban retail mall REIT in Frasers Centrepoint Trust (SGX:J69U) released its annual report, along with its notice of AGM on Monday (27 December 2021.) As a unitholder of the REIT, I have studied the report and for the benefit of all, I have shared notes of the most important pointers to take note of in this post, along with details about its upcoming AGM…

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What You Need to Know about Frasers Centrepoint Trust’s Performance over the Years

I’ve made a couple of additions to my long-term investment portfolio back in early-April 2020 when share prices of many Singapore-listed companies were at their multi-year lows due to the Covid-19 pandemic – one of them was heartland retail mall REIT in Frasers Centrepoint Trust (SGX:J69U). In today’s review, you will learn about reasons why I’ve made my investment decision back then by looking at its financial performances, portfolio occupancy and debt profile, as well as its distribution payout to unitholders over the past 10 years (between FY2011/12 and FY2020/21). On top of that, you will also find my outlook for the REIT in the coming financial year ahead…

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United Overseas Bank Limited – Why I Invested in the Bank Back in March 2020

United Overseas Bank, or UOB for short (SGX:U11) was the third Singapore-listed bank I’ve added to my long-term investment portfolio back in March 2020. In this post, you’ll read about reasons why I’ve made the investment decision back then (by looking at its key financial performance, statistics, along with its dividend payout over the years), and also my outlook for the bank in the year ahead…

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How has DBS Group Holdings Performed over the Past 9 Financial Years?

I added Singapore’s biggest local bank in DBS Group Holdings Limited (SGX:D05) to my long-term investment portfolio in March last year (before the worsening Covid-19 situation sent its share price plunging shortly after.) In today’s post, you’ll read about reasons for my investment decision, by looking at its key financial performance and statistics, along with its dividend payouts over the past 9 years, on top of my outlook for the bank in the coming year ahead…

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How has CapitaLand Integrated Commercial Trust Performed over the Past 9 Years?

Previously known as CapitaLand Mall Trust (with its portfolio consisting of 11 retail malls), following the merger with CapitaLand Commercial Trust (and subsequently being renamed as CapitaLand Integrated Commercial Trust, or CICT for short), its portfolio now constitutes office assets and integrated developments. Also, instead of purely Singapore-based previously, the enlarged REIT also have properties in Germany, and recently, it announced its expansion into Australia. In today’s post about the REIT, you’ll read about reasons why I’ve invested in the REIT in the first place, along with my outlook for it in the year ahead…

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Why Did I Invest in Suntec REIT, and Why I’m staying Invested for Now

With retail, office, and convention centre properties in Singapore, Australia, and in the United Kingdom, Suntec REIT (SGX:T82U) is another Singapore-listed REIT I’ve added to my long-term investment portfolio just before the ‘circuit breaker’ period last year – when its unit price came down to my entry price (which corresponded to a yield of 5.4% based on its distribution payout in FY2019.) Fast forward to today, it has been close to 2 years since I’ve made the investment, and I thought of doing a review of the REIT in this post today – where you’ll read about a review of its financial performance, portfolio occupancy, debt profile, and distribution payouts over the years, along with reasons why I’ve continued to stay on as a unitholder but yet not increase my unitholding to bring down my average invested price for now…

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Flashback: My Investment in EC World REIT

EC World REIT (SGX:BWCU) is a China-based REIT where its portfolio comprises of 8 e-commerce logistics, specialised logistics, and port logistics assets – all of them located in the country. In this post, you’ll read about reasons why I’ve added this REIT to my long-term investment portfolio back in January 2020, along with a review of its full-year financial performance, portfolio occupancy and debt profile, and its distribution payout to unitholders since post-IPO…

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