Personal Portfolio Review

My Analysis of Mapletree Industrial, Logistics, and Pan Asia Commercial Trust’s Q3 & 9M FY2023/24 Results

All 3 Mapletree REITs have since released their financial results for the 3rd quarter, as well as for the first 9 months of FY2023/24 – starting off with Mapletree Logistics Trust on 24 Jan, Mapletree Industrial Trust on 25 Jan, and then Mapletree Pan Asia Commercial Trust on 29 Jan. In this post, you will find my analysis of their latest results in terms of their financial performance, portfolio occupancy and debt profile, as well as their distribution payout to unitholders…

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A Breakdown of Keppel DC REIT’s 2H and FY2023 Results

Keppel DC REIT (SGX:AJBU) is Singapore’s first pure-play data centre REIT when it was listed on 12 December 2014. Currently, its portfolio comprises a total of 23 data centre properties in 9 countries worth a total of S$3.6 billion. The data centre REIT have released its results for the full year ended 31 December 2023 (i.e., FY2023) early this morning (26 January 2024), and in this post, you will find a review of its latest financial figures, portfolio occupancy and debt profile, along with its distribution payout to unitholders…

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Understanding Suntec REIT’s Latest FY2023 Results

Listed on the Singapore Exchange since 9 December 2004, Suntec REIT (SGX:T82U) is a commercial REIT where it invests primarily in retail and office properties in Singapore, Australia, and in the United Kingdom. The REIT have made available its results in FY2023 early this morning (24 January 2024), and in today’s post, you will find an in-depth review of the latest financial figures, portfolio occupancy, debt profile, and its distribution payout to unitholders…

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My Analysis of Frasers Centrepoint Trust’s Q1 FY2023/24 Business Update

Frasers Centrepoint Trust (SGX:J69U) is one of the few Singapore-listed REITs that have all of its properties located in the country (making it a popular choice for investors whose preference is to invest in REITs that only invest in Singapore properties). Currently, its portfolio comprises 9 retail properties and 1 office property – all of them located in the various suburban locations in Singapore. Last evening (22 January 2024), the REIT released its business update for the 1st quarter of FY2023/24 ended 31 December 2024. In this post, you will find my analysis of its latest portfolio occupancy and debt profile numbers…

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A Summary of Frasers Centrepoint Trust’s Annual Report for FY2022/23

Following the conclusion of its financial year on 30 September, Frasers Centrepoint Trust (SGX:J69U) released its annual report for the FY2022/23 this morning (22 December). In this post, you will find my summary of the report, together with details about its upcoming AGM…

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Which Singapore-Listed Bank Had the Best Q3 and 9M FY2023 Results?

Now that all 3 Singapore-listed banks (in DBS, UOB, and OCBC) have released their business updates for the 3rd quarter, as well as for the first 9 months of FY2023, let us put their financial results and ratios side-by-side to find out which bank had the most resilient results this time round. On top of that, you’ll also find out which bank is currently the ‘cheapest’, and the ‘most expensive’ by comparing their current valuations (based on their traded prices at lunch break this afternoon, 14 November 2023)…

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A Summary of OCBC’s Q3 & 9M Business Update

Oversea-Chinese Banking Corporation (SGX:O39), or OCBC for short, is Singapore’s longest established bank. Apart from its home country where it is headquartered, the bank is focused in other countries including Malaysia, Indonesia, and Greater China. Currently, it has a network of more than 420 branches and representative offices in 19 countries and regions. This morning (10 November), the Singapore-listed bank released its business update for the 3rd quarter, as well as for the first 9 months of FY2023 ended 30 September, and we will be looking at its key financial figures and ratios in this post…

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EC World REIT’s Q3 and 9M FY2023 Results: What You Need to Know

EC World REIT (SGX:BWCU) is a China-based REIT which invests in e-commerce and port logistics properties located in the country. Trading for the REIT is voluntarily suspended since end-August, and troubles are mounting with every passing month due to cashflow problems. You can read more about it in this post, together with the essential about the REIT’s latest results released last evening (07 November), particularly its latest financial performance, portfolio occupancy, and its debt profile…

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DBS’ Business Update for Q3 & 9M FY2023 – What You Need to Know

Besides being the biggest bank in Singapore by total assets, DBS Group Holdings Limited (SGX:D05), or DBS for short, is also a leading financial services group in Asia with a presence in 19 markets, and a focus on 3 key markets – Greater China, Southeast Asia, and South Asia. This morning (06 November), the Singapore-listed bank have made available its business update for the 3rd quarter, as well as for the first 9 months of FY2023 (ended 30 September), and you can find my review about it in this post…

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Key Highlights from CapitaLand Ascendas REIT’s Q3 FY2023 Business Update

Singapore’s first and largest listed business space and industrial REIT in CapitaLand Ascendas REIT (SGX:A17U), or CLAR for short, have made available its business update for the 3rd quarter of FY2023 (ended 30 September) after market hours today (27 October). No financial figures were reported as the REIT have switched to half-yearly reporting. It only made available its portfolio occupancy and debt profile in its business update – both of which we will be looking at in today’s post…

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