
SmallCapAsia Blog
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James Yeo is a finance professional in the Day & contributes articles to Yahoo Finance in the Night. He started his investing journey during his army days and had made countless mistakes along the way. We want you to invest your small pockets of money and eventually have them balloon into hoards of cash in the long run
SmallCapAsia Blog
2d ago
Investors who invested in the Singapore stock market should be last year. The Straits Times Index rose more than 22% for the past one year. The rise was mainly led by banks and other blue – chip stocks such as SGX, ST Engineering etc The STI index close above 3800 points at the end of last year. […]
The post Can the Straits Times Index “Chiong” to New Highs in 2025? appeared first on SmallCapAsia ..read more
SmallCapAsia Blog
6d ago
Excerpts from UOBKayHian report Singapore Telecommunications (SGX: Z74) In line with Singapore Telecommunications ST28 growth plan, its value-unlocking initiatives remain on track which we reckon would come from paring down stakes in its regional associates and non-core fixed assets, likely leading to higher VRDs in the next 3-5 years. The group continues to improve its ROIC through […]
The post Singapore Telecommunications – On Track appeared first on SmallCapAsia ..read more
SmallCapAsia Blog
1w ago
We already at the beginning of 2025. Income investors will be wondering which stocks will increase their dividend payout given that REITs will continue to see decline in DPU. Income investors who still want to receive dividend income to improve their cash flow, can consider non-REIT stocks. Here are 3 Singapore stocks that could increase their […]
The post 3 Singapore Stocks That Could Increase Their Dividend in 2025 appeared first on SmallCapAsia ..read more
SmallCapAsia Blog
1w ago
Excerpts from Maybank report Sembcorp Industries Ltd (SGX: U96) Accretive divestment of non-core business, BUY On Friday, Sembcorp Industries (SCI) announced sale of SembEnviro, a waste management services provider, for SGD405m, at a 43% premium over book value. SCI will use the sales proceeds to invest further in the energy business to achieve the 2028 […]
The post Sembcorp Industries – Recycling capital appeared first on SmallCapAsia ..read more
SmallCapAsia Blog
2w ago
In 2024, REITs performed poorly with the FTSE REIT index dropping more than 11% to close the year at 641.12 points. This is due to expectations that FED may halt cutting rates and the persistent high 10 year treasury yield. As we enter 2025, many investors are hoping for better days in REITs as many […]
The post 3 Reliable Singapore REITs for 2025 appeared first on SmallCapAsia ..read more
SmallCapAsia Blog
3w ago
Excerpts from Maybank report Oversea-Chinese Banking Corporation (SGX: O39) Good execution, but need more clarity on capital OCBC Bank 9M24 core-earnings were ahead of MIBG/Street. NoII is making a strong recovery on a combination of solid trading income and fees. Structurally, these are set to see further growth. Similarly, a stronger loan pipeline and NIM […]
The post OCBC Bank – Delivering, but need clarity appeared first on SmallCapAsia ..read more
SmallCapAsia Blog
3w ago
Happy new year everyone! In 2024, the Straits Times Index performed relatively well and was up more than 20%. However, the rise was primarily led by banks and other blue chip stocks. Investors who wants to invest in good and reliable stocks that can pay consistent dividends in the event of an economic recession can […]
The post 4 Dependable Singapore Blue-Chip Stocks to Own for 2025 appeared first on SmallCapAsia ..read more
SmallCapAsia Blog
3w ago
Excerpts from OCBC Investment Research report CapitaLand Integrated Commercial Trust (SGX: C38U) CapitaLand Integrated Commercial Trust 3Q24 net property income (NPI) increased 5.4% yearon-year (YoY) to SGD289.8m Healthy rental reversions of 9.2%/11.7% for retail/office portfolio and overall portfolio committed occupancy of 96.4%, or a quarter-on-quarter (QoQ) decline of 0.4 percentage points (ppt) Slight sequential dip […]
The post CapitaLand Integrated Commercial Trust appeared first on SmallCapAsia ..read more
SmallCapAsia Blog
1M ago
It’s has been a heartbreaking year for investors who invest in REITs. Many investors who had listened to analysts and bloggers saying that it is time to buy REITs thinking that inflation has came down in the US to below 3% and that the Fed will start cutting rates have been so wrong. Though back […]
The post Interest Rate Dilemma: Should You Sell REITs? appeared first on SmallCapAsia ..read more
SmallCapAsia Blog
1M ago
Excerpts from UOBKayHian report Mapletree Industrial Trust (ME8U) Mapletree Industrial Trust (MINT) continues to generate steady DPU growth of 1.5% in 2QFY25. It registered average rental revision of 10.7% for its Singapore portfolio (hi-tech: 7.6%, flatted factories: 13% and stack-up/ramp-up: 10.9%). Occupancy for North American Portfolio improved 3.1ppt qoq to 90.9% due to a new […]
The post Mapletree Industrial Trust – Stable Occupancies appeared first on SmallCapAsia ..read more