Vested Prior to commencing, I must acknowledge that my previous post on Starhill Global REIT received substantial critical responses. Members in my Telegram group (Link in this post) pointed out loopholes in my article. Specifically, they highlighted that while the REIT boasted high occupancy rates, its revenue from properties outside of Singapore was dwindling. Furthermore, the dividend had experienced a consistent decline over the years, suggesting inadequate management. Hence, if you are contemplating an investment in Starhill REIT, do think twice - although I remain vested for now. On a di ..read more

Not Yet Vested (going to buy soon) I believe it is time to re-examine S-REIT companies, as they have been under pressure for an extended period due to the high interest rate environment. I have outlined some criteria for what I am focusing on, such as excluding industrial and office REITs, concentrating on local REITs, and selecting one offering over 6% yield. However, I kept returning to the same S-REIT in which I had invested and written previously. The REIT is Starhill Global REIT (Starhill). Starhill Global REIT I perceive a generally negative view of this REIT exists, though I fe ..read more

Not Vested. Considering. In my previous blog posts, I mentioned Beng Kuang Marine (BKM) a few times. I initially held a position in the company but divested when its share price increased significantly, as it was only a small portion of my portfolio. Based on my recent review of my portfolio strategy, I am not planning to reinvest in BKM unless it is solely for a separate trade outside of my portfolio. The current circumstances seem to indicate a potential opportunity has arrived. To summarize the situation: BKM has achieved profitability based on its Q3 FY23 results. This suggests that it is ..read more

Originally intended as a paid article, circumstances led me to publish it for free on my blog instead. As a result, I kindly request your support by sharing this article and clicking on the Google Ad on the side. Your gesture would be greatly appreciated! Why I Remain Invested  I was asked to share my thoughts on Digital Turbine (APPS) in light of ongoing discussions on X. As a long-term shareholder who has closely followed the company, I feel compelled to explain my rationale for persisting as an investor despite challenges.  I initially purchased APPS shares around $30, witnessing ..read more

I was going through some old documents and found my receipt showing that I had previously paid Corvyiva's services. As a new dad, Corvyiva provided an alternative form of insurance for my loved ones. Cost was not the primary concern, but when competition exists price war inevitably follow. Fundamentally, I chose Corvyiva at that time due to their offering the same service at a lower price point. It is worth noting that there is also a publicly traded company that provided similar services in the commercial storage of umbilical cord blood stem cells. Cordlife Group Ltd (CGL) lists on the SGX. I ..read more

This is a follow-up to my initial write-up on Fundflicks regarding Trivago (TRVG). Alongside the release of the latest financial results, there have been changes to the ex-date and payment date. The payment date has been revised to November 13, 2023, instead of November 3, 2023. Similarly, the ex-date has been shifted to November 14, 2023, instead of November 2, 2023. Furthermore, the consolidation of the ADS from 5 to 1 will occur on November 17, 2023. During this period, the ADSs will be traded with a "due bill" that includes the assignment of the right to receive the dividend. This arrange ..read more

Recently, my friend and I had a discussion about retirement planning. We are both approaching our 40s and have a young toddler. The scary part was that we will probably be in our 60s when our daughter start to have a stable job. Image taken from Investopedia One topic we discussed was estate taxes on custodial accounts for non-U.S. citizens. It is important to be aware that there is a 40% estate tax on foreign nationals with over $60,000 in U.S. assets. This tax could potentially deplete any gains we accumulate over time. Therefore, we understood the need to devise a sound plan to ens ..read more

I've previously analyzed GHY Culture and Media (GHY)(SGX: XJB) given their close ties to renowned artist Jay Chou. As the production house behind many of Jay's highly lucrative concerts, GHY has demonstrated expertise in large-scale live entertainment events. However, I was also curious about their business model in production of Chinese dramas, which tend to involve substantial financial risks compared to concerts. The heavy costs associated with drama production led me to question how GHY could turn a profit in this competitive industry. Fortunately, further research provided useful ins ..read more

Netflix (NFLX) reported strong third quarter results that saw its share price increase significantly. Prior to the earnings announcement, I had planned to initiate a position in Netflix but was anticipating weaker performance given recent headwinds facing the company. Unfortunately, as often happens, the market surprised me and I missed an opportunity to invest. And to make matters worse, on the same day I decided to sell put option on Tesla, which in hindsight proved poorly timed. It seems my market intuition left much to be desired. Regardless of missing this particular opportunity, I think ..read more

With fixed deposit rates currently ranging from 2.7% to over 3.6%, there are smarter strategies for passive investors to generate higher returns.  One approach is to sell cash-secured put options against your fixed deposits. Cash Secure Put Option Selling put options requires the cash be held in reserve in case the stock price falls below the option's strike price at expiration. However, by treating your fixed deposit cash as collateral, you can generate additional income from option premiums while keeping your principal aside earning an extra yield as well. Some key consideratio ..read more