A Review of CapitaLand Ascendas REIT, CapitaLand India Trust, and CapitaLand Integrated Commercial Trust’s Q1 FY2024 Business Updates

Out of the 5 REITs and business trusts sponsored by CapitaLand Investments Limited, I am invested in 3: CapitaLand Ascendas REIT (SGX:A17U), CapitaLand India Trust (SGX:CY6U), and CapitaLand Integrated Commercial Trust (SGX:C38U). In this post, you will find my review of the 3 REITs’ and business trust’s business updates for Q1 FY2024…

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CapitaLand India Trust’s AGM for FY2023 – My Summary

CapitaLand India Trust (SGX:CY6U), or CLINT for short, is a Singapore-listed business trust, with its focus on business parks, industrials and logistics, as well as data centre properties in India. Following the conclusion of its financial year on 31 December 2023 (i.e., FY2023), CLINT conducted its 17th AGM last Friday (19 April 2024) afternoon, which I attended virtually. For the benefit of those who were not in attendance, you can read a summary of the CEO’s presentation, responses to questions raised by fellow meeting attendees, along with results of the 3 resolutions put to vote during the meeting here…

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My Review of Keppel DC REIT’s Business Update for Q1 FY2024

Back when it was listed in 12 December 2014, Keppel DC REIT (SGX:AJBU) was Asia’s first pure-play data centre REIT. Currently, its portfolio comprises 23 data centres in 13 cities in 9 countries across Asia Pacific and Europe. This morning (19 April 2024), it has published its business update for the 1st quarter ended 31 March 2024 (i.e., Q1 FY2024). In this post, you will find my review of its latest financial figures, portfolio occupancy, and debt profile…

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Is ESCO Technologies a Buy? An In-Depth Analysis of its Financials, Debt, and Dividends

ESCO Technologies Inc. (NYSE:ESE) is a US-listed company that specialises in providing advanced technology solutions for the defence, aerospace, space, wireless, consumer electronics, healthcare, automotive, electric utility, and renewable energy industries. Not to worry if this sounds confusing at this juncture, as in this post, you will find a more detailed explanation of the company’s businesses in layman terms, along with my review of its financial performances, debt profile, and dividend payout to its shareholders over the last 9 financial years (i.e., between FY2014/15 and FY2022/23). On top of that, I will also be sharing with you whether at its current traded price, the company is trading at a ‘discount’ or ‘premium’…

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Key Highlights from Oversea-Chinese Banking Corporation’s Annual Report for FY2023

Oversea-Chinese Banking Corporation (SGX:O39), or OCBC for short, is Singapore’s longest established bank. The Singapore headquartered bank is also the 2nd largest financial services group in Southeast Asia by assets. At the time of writing, the bank also has the 2nd heaviest weightage in Singapore’s benchmark Straits Times Index (or STI for short). Last Friday (05 April 2024), OCBC published its annual report for the financial year ended 31 December 2023 (i.e., FY2023), to which you will find key pointers to take note in this post, as well as details of its upcoming AGM…

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CapitaLand Ascendas REIT’s Annual Report for FY2023 – My Summary

CapitaLand Ascendas REIT (SGX:A17U), or CLAR for short, is Singapore’s first and largest business space and industrial REIT, with its portfolio comprising 227 properties in Singapore, Australia, the United States, as well as in the United Kingdom/Europe valued at S$16.9 billion. Following the conclusion of the financial year on 31 December 2023 (i.e., FY2023), the REIT have published its annual report, together with details of its upcoming AGM, yesterday (02 April 2024) morning. Here’s my summary of it, together with my thoughts about the the REIT’s latest full-year results…

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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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