Author: The Fifth Person

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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10 things to know about Frasers Logistics & Industrial Trust before you invest (updated 2019)

Frasers Logistics & Industrial Trust (FLT) listed on the SGX on 20 June 2016. It was initially established to invest in logistics and industrial properties located in Australia. However, in early 2018, FLT expanded its investment mandate to include properties in Europe, leading to its latest acquisitions in Germany and the Netherlands. In this article, I’ll revisit FLT’s fundamentals, give an update on its most recent financial results, and assess its valuation at its current price. Here are 10 things to know about FLT before you invest. Portfolio 1. As at 5 November 2018, FLT owns 83 properties valued...

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5 key things I learned from Facebook’s Q4 2018 earnings call

Last August, I wrote an article when the Cambridge Analytical scandal hit Facebook causing the share price of the company to plunge by 18.96% in one day – wiping off $120 billion in market value. Could it get any worse? During Facebook’s Q2 2018 earnings call, CFO David Wehner told investors to expect revenue growth to decelerate further by high-single digits for the next two quarters. Operating margins decreased by three percentage points from the previous quarter to 44%. The margin compression was largely due to Facebook’s investment to beef up security on their social media platforms and build...

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10 things I learned from the 2019 Fraser & Neave Holdings Berhad AGM

Fraser & Neave Holdings Berhad (F&NHB) is a listed company in Malaysia that manufactures, distributes, markets, and sells 100% halal-certified beverages and dairy products. It has a strong business presence across Malaysia, Thailand, and Singapore with eight manufacturing plants in the first two countries. As at 23 January 2019, F&NHB had a market capitalisation of over RM13 billion. ‘F&N’ is a well-known household name among Malaysian consumers and has 20 brands as follows: Source: F&NHB 2018 annual report F&NHB is the leader in carbonated soft drinks, ready-to-drink tea, and sweetened condensed milk in Malaysia which are market under the...

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10 things I learned from the 2019 Frasers Centrepoint Trust AGM

Frasers Centrepoint Trust (FCT) is a SGX-listed retail REIT that owns six suburban retail malls located around Singapore. They include Anchorpoint, YewTee Point, Causeway Point, Northpoint City North Wing, Bedok Point, and Changi City Point. As at 30 September 2018, FCT’s portfolio of properties was valued at S$2.75 billion. FCT has been on our watchlist for some time now and with good reason too – since its IPO in 2006, the REIT has achieved 12 consecutive years of distribution growth. At the same time, the market is well aware of FCT’s remarkable track record which makes buying opportunities for...

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11 things to know about KLCC Stapled Group before you invest

Listed on 9 May 2013, KLCC Stapled Group (KLCCSS) is the first and only stapled security listed on Bursa Malaysia. As its name suggests, it owns and generates recurring income from a portfolio of iconic properties situated within Kuala Lumpur City Centre (KLCC). As I write, its investment properties are worth RM15.7 billion, making KLCCSS the biggest REIT listed in Malaysia. In this article, I’ll bring an update on its financial results, growth plans, and valuation. Here are 11 things to know about KLCC Stapled Group before you invest. Segment results 1. In the last 12 months, KLCCSS generated...

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Alpha Summit 2019

A close-knit group of over 300 investors gathered over the weekend at Alpha Summit 2019 to gain firsthand insights into where ​the ​best investment opportunities are in the market today, and learn advanced tips and tactics to ​uncover potential ​10-​bagger stocks. The two-day event was held on the 19th and 20th of January at the Stephen Riady Auditorium at NTUC Centre. Money FM producer and presenter, Ryan Huang. Ryan Huang from Money FM 89.3 played host to the event which focused on how investors could identify companies with exceptional business models that could potentially scale 10 times in size...

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8 timeless quotes from Warren Buffett about life, business and investing

With a net worth of $84 billion, Warren Buffett is one of the greatest investors of our time. Just as how we like to evaluate the management of a company through its words and actions, Buffett’s quotes also reveal a great deal about his character, beliefs, and investment philosophy. And I believe we, as investors, can draw huge inspiration from the wisdom and experienced offered by his timeless quotes. So here are, in my opinion, eight timeless quotes from Warren Buffett that everyone can learn something important from:  1. ‘Be fearful when others are greedy, and be greedy when...

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3 signs your stock portfolio could lose you a lot of money 

Occasionally, I get smalls cut on my hand, sometime on my foot, and I usually have no idea how I get them. These cuts bleed a little but most of the time, I don’t really pay any attention to them because they always recover fast enough. As we learned in biology, our body has a magical blood clotting process to stop the cuts from bleeding further. Afterwards, our body will dissolve the blood clots once the cuts are completely healed. When clots are not dissolved naturally, however, it can block your arteries and bring serious danger. A blood clot...

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13 things to know about ComfortDelGro before you invest

It has been a rough few years for ComfortDelGro Corporation Limited (CDG). Its stock price fell to S$2.00 in December 2017, down from its peak of S$3.20 in June 2015. This coincided with rising competition from ride-hailing providers, Uber and Grab, which caused a 20% reduction in taxi fleets of both Comfort and CityCab from end-2015 to end-2017. Source: Google Finance In March 2018, Grab took over the entire Southeast Asian operations of Uber. There were mixed views on CDG with regards to Uber’s exit from the Singapore market. But it’s been evident that CDG has been a benefactor...

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13 things to know about Sunway REIT before you invest

Listed on 8 July 2010, Sunway REIT owns a diverse portfolio of real estate comprising retail malls, office buildings, hotels, an industrial building, and a hospital. As at 30 June 2018, its real estate portfolio is valued at RM7.28 billion, a 110% increase from its initial size of RM3.46 billion when it debuted in 2010. In this article, I’ll bring an update on its latest financial results, its future plans to sustain growth and evaluate its investment potential at its current unit price with a few valuation metrics. Here are 13 things you need to know about Sunway REIT...

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