Lifetime Membership The last time that I covered Keppel REIT share price was in November 2020. That was during the dark period of pandemic and Keppel REIT share price fell from the $1.20 bandwidth during pre-pandemic to the $1.00 level. Post-pandemic, Keppel REIT did not recover but continue to decline to the current $0.80 level instead. What the hell has happened to this S-REIT? For background, Keppel REIT is a real estate investment trusts with a portfolio of prime commercial assets in Asia Pacific’s key business districts. Its portfolio is valued of over $9.5 billion, comprising properties ..read more

Lifetime Membership Since 2020, LHN share price rocketed 270%, making it one of the best performers among SGX small cap. Whilst the supersonic form of LHN share price is certainly impressive, I suspect this counter is largely under the radar of most Singapore investors given the prevalent market’s preference to invest in US tech stocks or STI stocks. In this article, I will share my thesis on LHN share price and analyze if this local homegrown company is worth to invest in. In my course of identifying local companies doing Electric Vehicle (EV) charging system, my research led me to LHN. In my ..read more

Lifetime Membership The last time that I covered CSE Global, a homegrown enterprise listed in SGX since 1999, was in 2016, which was a long time ago. The reason for writing this article is because I am looking to invest in a sustainable company specializing in the manufacturing of energy distribution system and electric vehicle (EV) charging system. And CSE Global seems to be an interesting play in this arena. Bizarrely, CSE share price was trading at around $0.40 back in 2016. Fast forward 9 years later, the counter remained at similar level. Of course, a number of things had happened since 2 ..read more

Lifetime Membership A brand new year! In this article, I will talk about Mapletree Logistics Trust (SGX: M44U). The key reason for this blog entry is to note down my thought process as I contemplate to channel more SRS monies in this counter. For background, Mapletree Logistics Trust (SGX: M44U) is an S-REIT that invests in a diversified portfolio of logistics real estate in Asia Pacific with the aim of providing its unitholders with a stable distribution stream. As at 30 September 2024, it has a portfolio of 179 properties in Singapore, Australia, China, Hong Kong SAR, India, Japan, Mala ..read more

It’s the year end festive season again! As the year draws to a close, I am penning this article for some reflections on personal finance. In terms of my active income, 2024 has been a great year for me as my income rose significantly due to my job performances. For my passive income, the interests from my Singapore Savings Bonds and fixed deposits managed to mitigate the losses from my stock investment portfolio. At the big picture, Singapore continued to be hit by news of investment scams and frauds. On this front, I would like to do my part and re-publish an old article of mine on money less ..read more

Lifetime Membership It’s a tale of two S-REITs. While Mapletree Logistics Trust share price continued its dismal form in 2024, Keppel DC REIT share price went from strength to strength to hit a recent high of $2.20. In fact, year-to-date, the former declined 25% whilst the latter rose by a staggering 22%. Given that both S-REITs are heavily leveraged (about 40%) and majority-owned by Temasek Holdings, what could be the driving factor for the bullish form of Keppel DC REIT share price? The last time that I covered Keppel DC REIT share price was on 28 December 2023. Time flies. It has been a yea ..read more

Lifetime Membership Third quarter earning reporting season came and went. As we approach the end of 2024, it’s time to stock-take the performance of AEM Holdings, a homegrown semiconductor test solution provider backed by Temasek Holdings. Year-to-date, AEM share price collapsed by a devastating 60%. The lowest point for AEM share price was in August when the counter crashed to a low of $1.20, scaring the living hell out of investors. Recent performance of AEM share price suggested that the counter have somewhat stabilized, a reverse from the free-falling trend since the start of the year. Whi ..read more

Lifetime Membership As we approach the end of the year, its time to review the performance of Mapletree Logistics Trust share price. And the diagnosis doesn’t look good. The latest financial result – 2QFY24/25 – confirmed my suspicion that the new CEO has her work cut out as distribution per unit (DPU) plunged 10.6% year-on-year to 2.027 cents. For background, Mapletree Logistics Trust is an S-REIT that invests in a diversified portfolio of logistics real estate in Asia Pacific with the aim of providing its unitholders with a stable distribution stream. As at 30 September 2024, it has a p ..read more

Lifetime Membership Crisis? What crisis? SGX share price rubbished all talks of crisis as the counter hit 3-year high on 11 September 2024. The previous high of $12 for SGX share price was on 4 August 2021, which was the COVID-19 Circuit Breaker period. Due to the prevalent work-from-home, most investors had the opportunities to trade, leading to robust business performance for SGX. In fact, during COVID-19 era, SGX’s daily average traded value (DAV) raced to a high of $1.4 billion. Fast forward to 2024, the DAV plunged to $1.06 billion. For most companies, such a drop would have walloped the ..read more

Lifetime Membership What a rampage! Like a crazy bull on the rampant, OCBC share price turbocharged to record highs following US Fed’s jumbo interest rate cut of 50 basis points. Year-to-date, OCBC share price surged 20% to hit a record of $15.60.  Of noteworthy is that all the three bank stocks went on a rally after the Fed interest rate cut. Why is that so? After all, wouldn’t the interest rate cut hit the banks’ Net Interest Margin (NIM) and Net Interest Income (NII)? Whilst a lower interest rate will surely eat into earning margins for the banks, it will also spur demand for loans. Th ..read more