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.

Does NetLink Trust (SGX:CJLU) Make a Good Long-Term Investment?

If you have invested in NetLink Trust (SGX:CJLU) since its IPO, congratulations – you are currently sitting on an unrealised capital gain of 21% in about 3 years (that’s excluding all the dividend payouts you’ve received.) In today’s post, let us take a look at whether or not the Trust makes a good addition in one’s long-term investment portfolio in terms of its historical financial performance, distribution payouts, its latest quarter results, and also whether or not at its current traded price, is the Trust considered cheap or expensive…

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Key Summary of CapitaLand Mall Trust’s EGM on 29 September 2020

This morning, CapitaLand Mall Trust held an EGM to seek unitholders’ approval on the proposal to merge with CapitaLand Commercial Trust, with the merged entity to be named as CapitaLand Integrated Commercial Trust. For the benefit of those who weren’t able to attend the meeting, in this post, you’ll find a summary of the presentation by the REIT’s CEO, indicative timetable of the merger, along with results of the resolutions put to vote during the meeting…

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Key Summary of Frasers Centrepoint Trust’s EGM on 28 September 2020

In today’s post, you’ll find a key summary of the EGM conducted by Frasers Centrepoint Trust (SGX:J69U) this morning, which sought the unitholders’ approval on their proposed acquisition of AsiaRetail Fund Limited, and divestment of Bedok Point. Particularly, you will find a summary of the benefits of the acquisition, results of the resolutions of the EGM, and the management’s responses to some of the questions raised by unitholders…

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Mapletree Logistics Trust (SGX:M44U) – Why is the Logistics REIT in My ‘Shopping List’

One of the REITs in my ‘shopping list’ to add to my long-term investment portfolio is blue-chip REIT Mapletree Logistics Trust (SGX:M44U). In this post, you will find reasons why I like this REIT by looking at its historical financial performance, portfolio occupancy and debt profile, distribution payouts, and also its performances so far this year (i.e. Q1 FY2020/21)…

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Visa Inc. vs. Mastercard Incorporated – Which One to Invest in?

In today’s post, I have put the two digital payment companies’ historical top- and bottom-line performances, debt profile, and dividend payout side-by-side to compare which company has a better growth in these areas, along with which company is the ‘cheaper’ one in terms of their current valuations (based on their current traded prices…)

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Mastercard Incorporated (NYSE:MA) – An In-Depth Look at the Digital Payment Company

Mastercard Incorporated (NYSE:MA) is a digital payment company with its network spanning 150 currencies and in over 210 countries and territories. In today’s post, you will learn everything you need to know about the NYSE-listed company, including its businesses, its historical financial statements, debt profile, dividend payout, its current year results (so far), and finally, whether or not its current share price is considered cheap or expensive (based on its current vs. its historical valuations…)

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Visa Inc. (NYSE:V) – What You Need to Know about the Digital Payment Company

Another company I’m sure you’re familiar with is Visa Inc. (NYSE:V). In today’s post, I’d be sharing with you everything you need to know about the world’s leading digital payment company – from a brief introduction about its businesses, its historical financial performance, debt profile, and dividend payout, to its current year results so far, and finally, whether or not the current price of Visa Inc. is considered cheap or expensive…

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Lululemon Athletica Inc. (NASDAQ:LULU) – Everything You Need to Know about the Athletic Apparel and Accessories Company

Known for its yoga-related products, Lululemon Athletica Inc. (NASDAQ:LULU), those who practise the physical activity should be familiar with the brand. In my post about the company today, you will learn about everything you need to know about it – including its historical financial performance and debt profile, as well as the company’s current year results so far. On top of that, I will also be sharing whether or not the company’s current share price is considered cheap or expensive (based on its current vs. its historical valuations…)

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Does PayPal Holdings Inc. (NASDAQ:PYPL) Make a Good Addition to Your Investment Portfolio?

For those of you who have been shopping online, you should be familiar with PayPal – where some merchants use the digital payments platform to receive payments for purchases online. In today’s post, I would like to share with you researches I have done about the NASDAQ-listed company – including a brief introduction about the company and its businesses, its historical financial performance and debt profile (over a 5-year period), as well as highlights of its latest first half results for FY2020 (compared against the same time period last year…)

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An In-Depth Look at Mapletree Industrial Trust (SGX:ME8U)

This morning (14 September 2020), The Edge Singapore reported that Mapletree Industrial Trust (SGX:ME8U) is acquiring a data centre and office building in the United States. I also understand that the acquisition is a yield-accretive one for the REIT. This brings me to today’s post, where you will find an in-depth look into the blue-chip REIT’s past financial performances, debt and portfolio occupancy profile, distribution payout, its latest Q1 FY2021 performance, along my personal thoughts sprinkled throughout the post…

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