Personal Portfolio Review

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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EC World REIT (SGX: BWCU): 1Q FY2026 Results Review

EC World REIT (SGX: BWCU) focuses on real estate assets primarily for e-commerce, supply-chain management, and third-party logistics. Its portfolio currently consists of 7 properties valued at about S$554 million. Due to severe cash flow issues and an inability to settle offshore interest payments, the trading of its units has been suspended since August 2023. Earlier this evening (14 May), EC World REIT published its 1Q FY2026 results, and here is my analysis of its most recent financial performance, portfolio occupancy, and debt profile.

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DBS vs. UOB vs. OCBC’s 1Q FY2026 Business Update: Who Came Out on Top?

All 3 Singapore-listed banks have released their 1Q FY2026 business updates – DBS on 30 April, UOB on 07 May, and OCBC on 08 May. In this post, I’ll compare their key financial results and ratios side by side to see which bank showed the strongest percentage improvement this quarter. I’ll also look at their current valuations (as of 08 May) to identify which bank is the ‘cheapest’ and which is the ‘most expensive’.

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Oversea-Chinese Banking Corporation Limited (SGX: O39): 1Q FY2026 Business Update Review

Oversea-Chinese Banking Corporation Limited (SGX: O39), or OCBC, is the second largest financial services group in Southeast Asia by assets, with a global presence comprising nearly 400 branches and representative offices across 19 countries and regions. Earlier today (08 May), the Singapore-headquartered bank released its business update for 1Q FY2026. In this post, I’ll be reviewing its latest financial results and key financial ratios.

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United Overseas Bank Limited (SGX: U11): 1Q FY2026 Business Update Review

United Overseas Bank Limited (SGX: U11), or UOB, is a leading bank in Asia, headquartered in Singapore and operating a global network of nearly 430 branches across 19 markets. Despite its international reach, the bank’s primary focus remains in ASEAN, where it is dedicated to shaping its future. This morning (07 May), UOB released its business update for 1Q FY2026, and in this post, I’ll be reviewing its latest financial figures and key financial ratios.

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Mapletree Logistics Trust (SGX: M44U): 4Q & FY2025/26 Results Review

Mapletree Logistics Trust (SGX: M44U), or MLT, invests in a diversified portfolio of logistics properties across the Asia Pacific region. As at 31 March 2026, it owns 175 properties spanning 9 markets, with a total portfolio value of approximately S$13.1 billion. Earlier this evening (30 April), MLT announced its financial results for the fourth quarter and full financial year ended 31 March 2026 (FY2025/26). In this post, you’ll find my review of the REIT’s latest financial performance, along with insights into its portfolio occupancy, debt profile, and distribution payouts to unitholders…

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DBS Group Holdings Limited (SGX: D05): 1Q FY2026 Business Update Review

Singapore and Southeast Asia’s largest bank by assets, DBS Group Holdings Limited (SGX: D05), or DBS, released its business update for the first quarter of FY2026 earlier today (30 April). In this post, I’ll be reviewing its latest financial performance, key financial ratios, as well as its dividend payout to shareholders.

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Mapletree Industrial Trust (SGX: ME8U): 4Q & FY2025/26 Results Review

Mapletree Industrial Trust (SGX: ME8U), or MIT, focuses on investments in industrial and data centre properties, with a portfolio comprising 79 properties in Singapore, 55 in the United States, and 2 in Japan, valued at S$8.3 billion. Earlier this evening (28 April), MIT announced its financial results for 4Q and FY2025/26, ending 31 March. In this post, you will find my review on the REIT’s most recent financial performance, portfolio occupancy, debt profile, and distribution payouts to unitholders.

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CapitaLand Ascendas REIT (SGX: A17U): 1Q FY2026 Business Update Review

CapitaLand Ascendas REIT (SGX: A17U), or CLAR, focuses its investments on business space, life sciences, industrial, data centres, and logistics properties in developed markets. As of 31 December 2025, its portfolio includes 222 properties across Singapore, Australia, the United States, and the United Kingdom/Europe, with a total value of S$18.2 billion. Earlier this evening (27 April), CLAR released its business update for 1Q FY2025, covering portfolio and debt profile statistics, which you’ll find a review on in this post.

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