NVIDIA Corporation (NASDAQ: NVDA) has been a leading player in the semiconductor industry, particularly known for its graphics processing units (GPUs) used in gaming, data centers, artificial intelligence (AI), and autonomous vehicles. Looking at its significant growth in share price of almost 100% year-to-date (YTD) and over 250% over the past 12 months, could there still be reasons why an investor should consider investing in NVIDIA in 2024? In this article, we will deep dive into several factors that an investor should consider before investing in NVIDIA. Company Overview Founded in 1993 by ..read more

As we enter 2024, the markets are forecasting multiple rate cuts throughout the year, ranging from 3 to 6 cuts of 25bps each. This could result in interest rates dropping approximately 1 – 1.5%, reaching a terminal rate of approximately ~4%. With rate cuts, this means the risk-free rate will be impacted as well, which will impact fixed-income investments as they are linked. As such, risk-averse investors should start capitalizing on high-yield fixed-income investment alternatives before the yield drops further. In Singapore, apart from the traditional Fixed Deposits offered by banks, we have g ..read more

Coming into 2024, investors might be wary of investing in banks as there are several forecasts on potential rate cuts throughout the year, with a net terminal rate of 4.25% – 4.50%. Despite this, I think our 3 local banks namely DBS (SGX: D05), UOB (SGX: U11), and OCBC (SGX: O39) are still very well positioned to do well. As all 3 banks have recently released their FY2023 results, investors are curious about which one did the best! In this article, I’ll cover the FY2023 results and compare the 3 local banks on which one should you invest in. FY2023 Operating Perfo ..read more

VICOM (SGX: WJP) has seen its share price fall by over 20% over the past 12 months despite being a very defensive company and having stable earnings. VICOM seems to be poised for a good year as FY2023 saw a net influx in cars on the market which means more revenue is streaming towards VICOM. Let’s take a dive into the FY2023 results of VICOM and determine if it’s a good investment at its current share price. 1. Stable Growth in Revenue and Profits VICOM saw its revenue grow by 3.3% year over year to S$111.9m, mainly due to the 3.47% increase in revenue from car inspection and testing services ..read more

As we enter 2024, the markets are forecasting multiple rate cuts throughout the year, ranging from 3 to 6 cuts of 25bps each. This could result in interest rates dropping approximately 1 – 1.5%, reaching a terminal rate of approximately ~4%. With rate cuts, this means the risk-free rate will be impacted as well, which will impact fixed-income investments as they are linked. As such, risk-averse investors should start capitalizing on high-yield fixed-income investment alternatives before the yield drops further. In Singapore, apart from the traditional Fixed Deposits offered by banks, we have g ..read more

Keppel DC REIT (SGX: AJBU) is Singapore’s first pure Data Centre REIT, which is known to be quite resilient. Nonetheless, due to higher interest rates, all REITs are badly affected by the higher cost of debt, and Keppel DC REIT (KDC) is not excluded. Many investors have avoided KDC due to its rich valuations but could this be a mistake? Let’s take a deep dive into the 5 important takeaways from Keppel DC REIT FY2023 results. 1. Unforeseen Impacts to Gross Revenue and NPI Year on Year Difference FY2023 FY2022 Gross Revenue S$281.207 million (+1.4%) S$277.322 million Net Property Income ..read more

Investing in bonds can be a great way to diversify your portfolio and earn a steady stream of income. Given the current high interest rate environment, the risk-free rates have become quite attractive for investors. In Singapore, the latest Singapore Savings Bond (SSB) tranche yields an average of 2.81% p.a., which is slightly higher than our CPF OA which is 2.5%. But before you start investing in bonds, it’s essential to understand what they are and how they work. What are Bonds? Bonds are debt securities issued by governments, municipalities, and corporations to raise money. When you invest ..read more

As we enter 2024, the markets are forecasting multiple rate cuts throughout the year, ranging from 3 to 6 cuts of 25bps each. This could result in interest rates dropping approximately 1 – 1.5%, reaching a terminal rate of approximately ~4%. With rate cuts, this means the risk-free rate will be impacted as well, which will impact fixed-income investments as they are linked. As such, risk-averse investors should start capitalizing on high-yield fixed-income investment alternatives before the yield drops further. In Singapore, apart from the traditional Fixed Deposits offered by banks, we have g ..read more

2023 was an exciting year as interest rates hiked to highs of 525 – 550 basis points. We watched as treasuries and bonds grow in terms of investors’ interest while REITs were the clear losers during 2023 as the cost of debt grew significantly, discouraging aggressive acquisitions during the year. As we enter 2024 with the strong possibility of multiple rate cuts throughout the year, could REITs be an area of interest for investors? In this article, I will share my top 5 exciting REITs to watch in 2024. Without further delay, let’s jump right into this article. #1 Capitaland China Trust First ..read more

Lendlease REIT (SGX: JYEU) just announced a lease restructuring with Sky Italia, the current tenant of Lendlease REIT’s Sky Complex right before FY2023 closes. This sudden lease restructuring has definitely surprised investors but in a good way. Let’s dive into the details and analyze if this is a good time to invest in Lendlease REIT. Original Lease Lendlease Global Commercial Italy Fund, a wholly-owned fund of Lendlease REIT, is the landlord of Sky Complex. The original lease with Sky Italia was due to expire in May 2032 with an option held by the tenant to terminate its lease earl ..read more