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…
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…
Summary of Keppel DC REIT’s EGM on the Proposed Investment in NetCo Bonds and Preference Shares
This morning, Keppel DC REIT (SGX:AJBU) held an EGM to seek unitholders’ approval on its proposed investment in NetCo bonds and preference shares, which I’ve attended as a unitholder. For those who did not attend the meeting, here’s a summary of the CEO’s presentation, response to questions raised during the meeting, along with results of the 2 resolutions put to vote…
A Lookback at My Investment in Ascendas REIT
Ascendas REIT (SGX:A17U) was the third company I’ve added to my long-term investment portfolio back in November 2019. Based on the unit price and also the distribution payout then, it yielded at 5.5%. As it has been about 2 years since I’ve invested in the REIT, I thought it’d be timely for me to do a lookback on it to find out whether or not some of the key statistics I’ve been looking at have continued to improve (and also whether my reasons to invest in this REIT continues to remain valid.) In this post, you’ll find my review of the REIT’s financial results, portfolio occupancy, debt profile, as well as its distribution payouts over the past 10 financial years…
A Lookback at OCBC’s Performance over the Last 9 Years (between FY2012 and FY2020)
Singapore’s longest established bank in Oversea-Chinese Banking Corporation Limited (SGX:O39) was one of my first additions when I embarked on building a long-term investment portfolio back in 2019. As it has been more than 2 years since my investment, I thought it’s timely for me to do a review on the bank’s performance over the years to find out whether or not it has continued to remain resilient, and also once again share with you reasons why I’ve made the investment decision on the bank in the first place…
A Summary of SPH REIT’s AGM for FY2020/21
Earlier this afternoon, I attended SPH REIT’s (SGX:SK6U) latest annual general meeting for the financial year 2020/21 ended 31 August 2021 to seek out the latest updates from its management. For the benefit of those who did not manage to attend the meeting, I’ve summarised the most important points to take note of in this post. On top of that, you’ll also find results of the 3 resolutions put to vote during the meeting…
A Summary of SPH REIT’s Annual Report for FY2020/21
SPH REIT (SGX:SK6U), whose portfolio consists of 5 retail malls (3 in Singapore, and 2 in Australia), released its latest annual report for the financial year 2020/21 ended 31 August 2021, along with notice of its upcoming AGM last Wednesday (27 October 2021.) For the benefit of those who do not have time to go through the entire report, I have compiled a summary containing the most important pointers to take note of in this post, along with details about its upcoming AGM, and my thoughts about the REIT’s latest financial year performance and outlook ahead…
My Review (and Thoughts) on EC World REIT’s Q3 FY2021 Results
EC World REIT (SGX:BWCU), with its portfolio consisting of 8 logistics properties all located in China, have released its Q3 and 9M FY2021 results after market hours this evening. As a unitholder of the China-based REIT, I have studied the documents posted with interest and in this post, you’ll find a review (along with my thoughts) about its latest set of financial results, portfolio occupancy and debt profile, as well as distribution payouts declared this time round…
DBS vs. UOB. vs. OCBC – Which Singapore-Listed Bank has Best ‘Report Card’ for Q3 FY2021?
Every quarter, after the 3 Singapore-listed banks have released their latest set of results, I will put them side-by-side to find out which of them had the best set of results. At the same time, I will also find out which bank is currently the ‘cheapest’, based on their valuations at the time of writing. This quarter is no different – in this post, you’ll find out which of the Singapore-listed bank displayed the strongest growth in terms of its financial performance and ratio for the third quarter of FY2020. On top of that, you’ll also learn about which bank is currently the ‘cheapest’ (as well as which is the most ‘expensive’…)
DBS Group Holdings’ Q3 FY2021 Business Updates – What You Need to Know
DBS Group Holdings Limited, or DBS (SGX:D05) is the third and final Singapore-listed bank to post its business updates for the third quarter of the financial year 2021 before market hours last Friday (05 November 2021.) In this post, you will find a summary of the bank’s latest performance – in terms of the key financial figures and ratios reported. You’ll also read about my thoughts about its latest business update, along with my outlook ahead…
