Author: The Fifth Person

6 things I learned from the 2019 DKSH Holdings EGM

DKSH Holdings (Malaysia) Berhad (DKSH) has been a listed company of the Main Market of Bursa Malaysia Securities Berhad since 1994. It is the leading market expansion services provider with a capillary distribution network in Malaysia. It helps its business partners grow in new and existing markets through its 29 business locations and eight regional distribution centres in the country. It is involved in three operating segments, namely marketing and distribution, logistics, and others. The last segment mainly comprises the company’s chocolate chip cookies and chocolate-related businesses under the Famous Amos brand. DKSH’s majority shareholder, DKSH Holdings Ltd. of...

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10 things to know about Frasers Property before you invest (updated 2019)

Frasers Property Limited (formerly known as Frasers Centrepoint Limited) is a multinational integrated real estate conglomerate with assets located in Singapore, Australia, China, and Europe. Frasers Property is active in property development, management, REITs, and investments. As at 30 September 2018, Frasers Property has a total of S$32.4 billion in total assets. In this article, I’ll revisit its fundamentals, provide an update on its latest results, and evaluate its valuation. Here are 10 things to know about Frasers Property before you invest. 1. Singapore: Profit before interest and tax (PBIT) grew 17.8% year-on-year to S$481.0 million in 2018. This...

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Dividend Machines closes this Sunday, 10 March, at 23:59!

I’m sure you’ll agree that this is a insanely good offer. Our readers and past students know that we only provide the best, in-depth training courses on investing. Dividend Machines covers all grounds, from online​/offline learning ​to ​post-course support… so that you’ll never be left out or lost in the whole training process. And if you were to look at the courses that are going around, it is already priced at $​3000 to $5000 for just the live seminars alone… The good news is, you are NOT going to pay anything near that, not even close​! And if you’re wondering...

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Top 3 Hong Kong REITs that made you money if you invested from their IPOs (updated 2019)

Owing to a scarcity of land and strong demand, Hong Kong is considered one of the world’s most expensive cities to own property. However, this also means that Hong Kong is also one of the best places to invest in property. But how much is one residential property in Hong Kong? For a one-bedroom apartment in the city center, it can easily cost US$2 million. If you’re rich, you can probably afford to buy and own a few residential properties in Hong Kong to collect stable rental income. But if you want to invest in commercial assets like office...

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7 things I learned from the 2019 Scientex EGM

Scientex Berhad is a flexible plastic packaging (FPP) manufacturer and an affordable home developer. It was incorporated in 1968 and listed on Bursa Malaysia in 1990. Its manufacturing facilities span across Malaysia, Vietnam, and the United States. In 2018, it celebrated its 50th anniversary and launched a new Vision 2028 which aims to increase its FPP production output to 1,000,00 metric tonnes as well as build 50,000 affordable homes by 2028. In November 2018, Scientex announced a proposed acquisition to purchase a stake in Daibochi – a player in the FPP industry. Scientex is no stranger to acquisitions and...

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10% and beyond – how to earn a double-digit dividend yield from your investments

Whenever you mention income investing (or dividend investing) to certain investors, they may reply with one of many possible responses: “Dividends? I’m only earning 2-3% a year. That’s too low.” “If I’m earning a 3% dividend yield, I’ll need a large investment for my dividends to be worthwhile.” “I can make higher returns investing in growth stocks.” Do these sound familiar to you? Income investing is often viewed as a ‘slow and steady’ way to invest. If you look at the Straits Times Index, a basket of the 30 largest companies in Singapore, its dividend yield is only 3.60%...

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12 things to know about PETRONAS Gas before you invest (updated 2019)

Listed in 1995, PETRONAS Gas Berhad (PETGAS) is a leading gas infrastructure and centralised utilities company in Malaysia. It receives and processes natural gas from PETRONAS and delivers them to customers in Malaysia and Singapore via its Peninsular Gas Utilisation pipeline. Presently, PETGAS is worth RM35.6 billion in market capitalization and is one of the 30 constituents of the FTSE Bursa Malaysia Kuala Lumpur Composite Index. Here, I’ll bring an update on PETRONAS Gas’s latest financial results, growth plans, and valuation based on its current stock price. As such, here are 12 things to know about PETRONAS Gas before...

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10 things I learned from the 2019 JUMBO Group AGM

JUMBO Group Limited is an SGX-listed food & beverage (F&B) company. Founded in 1987, JUMBO has earned high praise for its chilli and black pepper crabs served at its namesake JUMBO Seafood restaurant. Besides JUMBO Seafood, the company currently owns or operates a number of other restaurant brands including Chui Huay Lim Teochew Cuisine, Ng Ah Sio Bak Kut Teh, JCafe, and Singapore Seafood Republic. At its closing price of S$0.40 on 22 February 2019, JUMBO Group has a market capitalization of S$259.9M. As a prominent brand frequently associated with local cuisine, Jumbo has been a familiar name to...

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Top 5 Malaysian REITs that made you money if you invested from their IPOs (updated 2019)

Last week, I updated an article about the top 10 Singapore REITs that would have made you money if you invested from their IPOs. Out of the 19 S-REITs that have been listed for listed for at least 10 years, 15 of them gave a positive overall return for investors. In this article, we will look at their counterparts from across the causeway and do a similar study on the performance of Malaysian REITs (M-REITs) that have been listed for at least ten years. In total, there are 11 M-REITs that IPOed in 2007 or earlier. We will make...

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8 things I learned from the 2019 F&N AGM

In December 2017, Fraser & Neave Limited (F&N) incorporated a new joint venture company called Emerald Brewery Myanmar to explore beer production in Myanmar. By November 2018, F&N further increased its ownership in the joint venture from 49% to 79.32%. This year, I decided to attend the 2019 F&N AGM to find out more about Emerald Brewery Myanmar and F&N’s overall business performance. Here are eight things I learned from the 2019 F&N AGM: 1. F&N is working with its partner, Thai Beverage, to penetrate the beer market in Myanmar. Chang Beer, which is owned by Thai Beverage, is...

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10 things I learned from the 2019 Sasbadi AGM

Sasbadi Holdings Berhad is a Malaysian-listed company that specialises in providing education solutions. Many Malaysians, including me, grew up carrying tons of textbooks and workbooks that were published by Sasbadi to school. Before this, little did I know that Sasbadi is a public-listed company on Bursa Malaysia. Established in 1985, Sasbadi has a fair share in the early education and national school products market in Malaysia. Over the years, Sasbadi has grown to become a diverse education solutions provider of academic and non-academic printed materials, digital and technology-enabled products, applied learning tools, and a network marketing business. Source: Google...

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Dividend Machines 2019 is Now Open!

I’m sure you’ll agree that this is a insanely good offer. Our readers and past students know that we only provide the best, in-depth training courses on investing. Dividend Machines covers all grounds, from online​/offline learning ​to ​post-course support… so that you’ll never be left out or lost in the whole training process. And if you were to look at the courses that are going around, it is already priced at $​3000 to $5000 for just the live seminars alone… The good news is, you are NOT going to pay anything near that, not even close​! And if you’re wondering...

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Top 10 Singapore REITs that made you money if you invested from their IPOs (updated 2019)

In early 2017, Sabana REIT has been getting a lot of attention when a small group of unitholders moved to kick out the manager for delivering poor performance since its IPO in 2010. Early investors who bought Sabana at an IPO price of S$1.05 are now sitting on huge losses – Sabana last traded at just 41.5 cents per share at time of writing. If we look at the history, Sabana REIT isn’t alone. There are several other Singapore REITs (S-REITs) like Saizen REIT, MacarthurCook Industrial REIT and Allco REIT that have run into trouble before and caused a...

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5 things I learned from the 2019 Kimly AGM

Last December, two top Kimly directors were arrested by the Commercial Affairs Department (CAD). They are currently being investigated on the company’s proposed acquisition of Asian Story Corporation (ASC) and are suspected of giving false or misleading information that is likely to induce the sale or purchase of securities, or affect the market price of securities — an offence under Section 199 of the Securities and Futures Act. Kimly has since pulled out of the proposed acquisition. With this in mind, I decided to attend Kimly’s annual general meeting this year to learn more about the issue and the company’s...

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10 things I learned from the 2019 TMC Life Sciences AGM

TMC Life Sciences Berhad (TMCLS) is a growing financial healthcare group that’s been listed on the Main Market of Bursa Malaysia Securities Berhad since 2005. It operates an integrated healthcare platform that owns a hospital division, TMC Fertility Centre, and TMC Care Pharmacy. Its holding company, Thomson Medical Group Limited, is listed in Singapore. Under the hospital division, its flagship hospital, Thomson Hospital Kota Damansara (formerly known as Tropicana Medical Centre) has a capacity of 205 beds. It employs more than 100 consultant specialists and can cater to over 21,000 admissions annually. Construction of another flagship hospital, Thomson Iskandar...

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