Personal Portfolio Review

CapitaLand Integrated Commercial Trust’s Annual Report for FY2023: Key Pointers to Take Note of

CapitaLand Integrated Commercial Trust (SGX:C38U), or CICT for short, is Singapore’s first and largest-listed REIT. At the time of writing, its portfolio comprises 26 retail, office, and integrated development properties in Singapore, Germany, and Australia valued at S$24.5 billion. Last Thursday (28 March 2024) morning, the REIT released its annual report for the financial year ended 31 December 2023 (i.e., FY2023), and in this post, you will find my summary of the key points to take note, along with details of its upcoming AGM…

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Suntec REIT’s Annual Report for FY2023: What You Need to Know

Suntec REIT (SGX:T82U), with retail and office properties in Singapore (one of the properties Singaporeans can immediately associate is its namesake mall, office towers, and convention centre), Australia (where it has properties in Sydney, Melbourne, and Adelaide), and in the United Kingdom (with its 2 office properties located in London), have published its annual report for the financial year ended 31 December 2023 (i.e., FY2023) yesterday (27 March 2024) morning. For the benefit of those who do not have the time to go through the report, you can find my summary of it in this post, together with details about its upcoming annual general meeting…

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My Summary of Keppel DC REIT’s FY2023 Annual Report

Listed in December 2014, Keppel DC REIT (SGX:AJBU) is Asia’s first pure-play data centre REIT. Since then, it has grown from 8 to 23 assets, with assets under management up from approximately $1.0 billion to $3.7 billion. Following the conclusion of its financial year on 31 December 2023 (i.e., FY2023), the data centre REIT has published its annual report yesterday (26 March 2024) morning, and in this post, you will find my summary of it, together with details about its upcoming AGM…

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What You Need to Know about CapitaLand India Trust’s Annual Report for FY2023

With a total of 17 properties in 5 top tier cities in India (Bangalore, Chennai, Hyderabad, Mumbai, and Pune) worth a total of S$3.0 billion as at 31 December 2023, CapitaLand India Trust (SGX:CY6U) is focused on capitalising on the growing IT industry, industrial and logistics asset class, and new economy asset classes such as data centres. Yesterday (25 March 2024) morning, the business trust have released its annual report for the financial year ended 31 December 2023 (i.e., FY2023). In this post, you will find my summary of key points to take note of in the report, together with details of its upcoming annual general meeting…

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Key Highlights from United Overseas Bank’s FY2023 Annual Report

With a global network of about 500 branches and offices in 19 countries and territories in Asia Pacific, Europe, and North America, United Overseas Bank Limited (SGX:U11), or UOB for short, is rated among one of the world’s top banks. Last Thursday (21 March 2024) morning, the Singapore-headquartered bank published its latest annual report for the financial year ended 31 December 2023 (i.e., FY2023). For the benefit of those who do not have time to go through it, you can read key highlights about it in this post, together with details of the bank’s upcoming AGM…

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Key Takeaways from DBS Group Holdings’ FY2023 Annual Report

Following the conclusion of the financial year on 31 December 2023 (i.e., FY2023), and the release of its 4th quarter and full-year results in early-February, DBS Group Holdings Limited (SGX:D05), or DBS for short, have published its annual report yesterday (06 March 2024). For the benefit of those who do not have the time to go through it, you can find summaries of the report in this post, along with details about its upcoming annual general meeting…

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Ranking DBS, UOB, and OCBC by their Q4 and FY2023 Results

All 3 Singapore-listed banks (in DBS, UOB, and OCBC) have already reported their financial results for the 4th quarter and full year ended 31 December 2023 (i.e., FY2023). Just like in the previous quarters, after they have released their latest results, I will put their numbers side-by-side and do a comparison to find out which bank had the strongest improvement (in percentage terms), and at the same time, find out which bank is currently the ‘cheapest’ and ‘most expensive’ based on their current valuations – and you can read all about them in this post…

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An In-Depth Analysis of EC World REIT’s Q4 and FY2023 Results

EC World REIT (SGX:BWCU) is a China-based e-commerce and port logistics REIT where it currently has 6 properties in its portfolio. Trading for the REIT is currently suspended, and the management certainly have a lot of issues to iron out. As a unitholder, I continue to stay updated on the latest, and in this post, you will find my review of its latest 4th quarter and full-year financial results, portfolio occupancy, and debt profile which was posted on Tuesday evening (27 February 2024)…

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A Look at DBS, UOB, and OCBC’s Q4 and FY2023 Results

All 3 Singapore-listed banks have released their 4th quarter and full year results ended 31 December 2023 – with DBS being the first to do so on 07 February, followed by UOB on 22 February, and then OCBC early this morning (28 February). In this post, you will find my review on the bank’s results – in terms of its financial performance, key financial ratios, and dividend payout declared by the management…

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CapitaLand Ascendas REIT, CapitaLand India Trust, and CapitaLand Integrated Commercial Trust’s 2H and FY2023 Results Review

Out of the 5 REITs managed by CapitaLand Investment Ltd (SGX:9CI), 3 are in my long-term investment portfolio – CapitaLand India Trust (SGX:CY6U), CapitaLand Ascendas REIT (SGX:A17U), and CapitaLand Integrated Commercial Trust (SGX:C38U). They have since released their results for the 2nd half, as well as for the full year ended 31 December 2023 (i.e., FY2023), and in this post, you will find my review of their financial performances, portfolio occupancy and debt profile, along with their distribution payout to unitholders…

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