Personal Portfolio Review

A Quick Summary of Mapletree Logistics Trust’s AGM for FY2020/21

Mapletree Logistics Trust (SGX:M44U) held its 12th AGM online this afternoon, which I have attended as a unitholder to receive the latest updates. For the benefit of those who did not manage to attend the meeting, you can read a summary of presentation by the REIT’s CEO and CFO I have compiled, along with results of the 3 resolutions put to vote during the meeting, in today’s post, as well as my personal thoughts about the logistics REIT’s prospects ahead…

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My Review of SPH REIT’s Q3 FY2020/21 Business Update

SPH REIT (SGX:SK6U) is the first REIT in my long-term investment portfolio to release its latest business updates for the third quarter of the financial year 2020/21 ended 31 May 2021. As a unitholder of the retail REIT, I have gone through the presentation slides with interest and in today’s post, you will find my summary (along with my personal review) of its financial performance, portfolio occupancy and debt profile, as well as its distribution payouts to unitholders…

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Mapletree Commercial Trust’s FY2020/21 Annual Report – My Summary

Mapletree Commercial Trust (SGX:N2IU), a blue-chip REIT with a total of 6 retail, office, and business park properties in Singapore, published its latest annual report for FY2020/21 yesterday morning (23 June 2021.) In today’s post, you will find a summary which I have compiled, together with details of its upcoming AGM, and my personal thoughts about the REIT’s outlook ahead…

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A Summary of Mapletree North Asia Commercial Trust’s FY2020/21 Annual Report

This morning (23 June 2021), retail and office REIT Mapletree North Asia Commercial Trust (SGX:RW0U) published its latest annual report for the financial year ended 31 March 2021 (i.e. FY2020/21.) In this post, you will find notes I have compiled (and sharing for the benefit of those who do not have the time to go through the entire report), details of its upcoming AGM (along with questions for the REIT’s management), along with my personal thoughts about the REIT to share…

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Mapletree Industrial Trust’s Annual Report for FY2020/21 – A Summary, Details of AGM, and My Thoughts

Mapletree Industrial Trust (SGX:ME8U), one of the 4 Mapletree REITs in my long-term investment portfolio, published its annual report for the financial year 2020/21 ended 31 March 2021 yesterday morning (21 June 2021.) For the benefit of those who do not have the time to go through the entire report, in this post, you will find a summary I have compiled, along with details of its upcoming AGM, and my personal thoughts about the REIT after studying its annual report to share…

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Key Highlights from Mapletree Logistics Trust’s FY2020/21 Annual Report (and Details of its Upcoming AGM)

Blue-chip logistics REIT Mapletree Logistics Trust (SGX:M44U) released its latest annual report for the financial year 2020/21 ended 31 March 2021 early this morning, which I have gone through as a unitholder of the REIT. In this post, you will find notes I have taken (and sharing here for the benefit of those who do not have the time to go through it), details of its upcoming AGM, as well as my personal thoughts about the REIT’s prospects ahead to share…

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New Addition to My Investment Portfolio: Koufu Limited (SGX:VL6)

Yesterday (20 May 2021), I have added another company in my long-term investment portfolio – in foodcourt operator Koufu Limited (SGX:VL6). In today’s post, you will find reasons why I have made the investment decision at this point in time despite of the headwinds the company may face in the near-term, and also my personal outlook for the company in both the near-term, as well as in the long-term…

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A Look into EC World REIT’s Q1 FY2021 Results (and My Thoughts)

Yesterday evening (11 May 2021), China-based logistics REIT in EC Worlds REIT (SGX:BWCU) released its latest results for the first quarter of FY2021 ended 31 March 2021. In today’s post, you will read about the most important aspects about its financial performance, debt and portfolio occupancy profile, distribution per unit, as well as my personal thoughts as a unitholder of the REIT to share…

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Which Singapore-Listed Bank Had the Most Resilient Set of Q1 FY2021 Results?

All 3 Singapore-listed banks – DBS Group Holdings Limited (SGX:D05), United Overseas Bank Limited (SGX:U11), as well as Overseas-Chinese Banking Corporation (SGX:O39) – have released its business updates for the first quarter of the financial year 2021 ended 31 March 2021. In this post, I have put their results (their financial performance and ratios) side-by-side to find out which bank had the strongest set of results this time round. Additionally, I have also put the 3 banks’ current valuations side-by-side to find out which bank is currently the ‘cheapest’…

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Oversea-Chinese Banking Corporation’s Q1 FY2021 Business Update – Key Highlights and Thoughts

This morning (07 April 2021), the third (and final) Singapore-listed bank in Oversea-Chinese Banking Corporation (SGX:O39) released its business update for the first quarter ended 31 March 2021. In this post, you will find a summary of its key financial statistics and ratios, along with my thoughts as a shareholder of the Singapore bank to share…

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