Author: VALUE INVEST ASIA

Book Review On “The Alchemist” by Paulo Coelho

The Alchemist By Paulo Coelho “And, when you want something, all the universe conspires in helping you to achieve it.” I came to know of The Alchemist through a Kobe Bryant interview where it was highlighted that The Alchemist was his favourite book. And if the 5x NBA Champion nicknamed the Black Mamba finds something interesting, well I thought to myself, why not read a fiction book for a change (Will Smith, Madonna and Pharrell Williams have also stood by The Alchemist). To start off, I don’t usually do fiction books; non-fiction books along the lines of autobiographies, investment...

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How To Invest In Risky Assets Like Cryptocurrencies Safely – Facebook Live (Feb 2018)

We explored into the world of cryptocurrencies with bloggers, learners and investors of the subject: Aaron from Mr-Stingy and Dawn from SG Budget Babe. Below is the transcript of our conversation. Enjoy. To keep up-to-date with our future Facebook Live event, remember to register for our mailing list here. Stanley:                                               Hi guys! Everybody, welcome to our first  ever Facebook live event, and today our  topic is going to be about, how to invest  in risky assets like cryptocurrency, but  in a safe manner. Of course, as you guys know, I’m not the expert of cryptocurrency. So, today I...

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Why Buy Low, Sell High Is The Hardest Thing In Investing And How To Overcome It

This Article was first published on 29th Aug 2018 on our Asia-In-Focus Newsletter. To get the latest newsletters, click here. Asia-In-Focus Aug 2017 Edition Why Buy Low, Sell High Is The Hardest Thing In Investing And How To Overcome It Last month, we spoke about the high valuation of the market and my fear that we are heading for a stock market crash or correction. We also discussed the options I have to hedge against that risk. If you have not read our previous email, you can read it here. I ended up buying an inversed S&P 500 ETF, the ProShares...

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10 Things You Must Know About OUE Hospitality Trust

OUE Hospitality Trust (OUE H-Trust) invests in hospitality based properties in Singapore. It was listed on 25 July 2013 with an initial portfolio of 2 assets: Mandarin Orchard Singapore and Mandarin Gallery. Both assets are located at Orchard Road, the shopping district of Singapore. Subsequently, in 2015, it has completed its acquisition of Crowne Plaza Changi Airport, enlarging its portfolio to 3 properties. As at 31 December 2016, OUE H-Trust’s portfolio of properties were valued at S$ 2.21 billion. In this article, I’ll list down 10 quick facts that you need to know about OUE H-Trust before you invest:...

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Are We Heading For A Stock Market Crash?

This article was first published on 30th July 2017 as our July edition of our monthly newsletter; Asia-In-Focus Report. To get our latest newsletters, sign up for free here. Asia-In-Focus June 2017 Edition Are We Heading For A Stock Market Crash? “…be fearful when others are greedy and greedy only when others are fearful” Warren Buffett I have been having this unsettling feeling for quite a while now. I have been having this feeling that the stock market might be heading towards an unavoidable crash in the near future. I know that I am just speculating and I know that...

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10 Key Things To Know About Frasers Hospitality Trust

Frasers Hospitality Trust (Frasers H-Trust) is an SGX-listed stapled group that invests specifically in hospitality based properties. Frasers H-Trust was listed on 14 July 2014 with an initial portfolio of 12 properties worth S$ 1.67 billion. Since then, it has grown its portfolio to 15 properties worth S$ 2.44 billion as at 30 September 2017. In this article, I’ll list down 10 quick things you need to know about Frasers H-Trust before you invest. Stock Symbol Ticker Symbol: SGX: ACVMarket Capitalization: S$ 1.49 Billion (18 January 2018) Share Price: S$ 0.81 (18 January 2018) Industry: Reit The Business The...

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10 Things You Must Know About Keppel REIT

Keppel REIT was listed on 28 April 2006 as K-REIT Asia, its former name. It had 4 office buildings worth S$ 631 million in its initial portfolio. Since then, it expanded its portfolio aggressively and was renamed to its current name in 2012. As at 31 December 2016, Keppel REIT’s portfolio is made up of 8 office assets worth S$ 8.4 billion. In this article, I’ll list down 10 things you need to know about Keppel REIT before you invest. #1: Stock Symbol Ticker Symbol: SGX: K71UMarket Capitalization: S$ 4.45 billion (18 January 2018) Share Price: S$ 1.33 (20...

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Book Review On “Value Investing in Growth Companies”

Value Investing in Growth Companies: How to Spot High Growth Businesses and Generate 40 to 400% Investment Returns By Rusmin Ang & Victor Chng Value investing is an overused word in the investment world, with some tossing it around without appreciating its meaning. Or worse, for marketing sake. Think Oprah’s “You get a car” moment, now substitute that with “You are a value investor”. So, what is a value investor? Or maybe we should first touch on, what is an investment? I would go with the traditional Benjamin Graham & David Dodd’s definition – “An investment operation is one...

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Book Review On “Building Wealth Through REITs”

Finding Wealth Through REITs Bobby Jayaraman In Asia, many still view real estate/properties as a ‘safe’ investment. Today, not only has this trend continued, it has also extended to the area of property-linked equities. And if you haven’t been under a rock or high up in the mountains for the past 15 years, you would have heard of this thing called a Real Estate Investment Trust, or a REIT. Since 2002, when the first REIT – CapitaLand Mall Trust was listed on the Singapore Exchange (“SGX”), things have exploded. From Finding Wealth Through REITs, there were already 27 REITs...

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What Do Solar Panels And Washing Machines Have In Common?

We talked about the possibility of a trade war happening a few months ago in our article “Spot the oxymoron; the open China and the close USA”. Let The Battle Begins We are starting to see signs that such a trade war is starting. Recently, the USA administration issued tariffs on the imports of solar panels and some large residential washing machines. However, such a move might have According to the news report, there will be an imposed tariff of 30% on solar panel imports. It will then follow a step-down schedule for the next four years. There will...

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Answers To 200 Most Commonly Asked Investment Questions

Asia-In-Focus Jan 2018 We have sent out a survey during the last few weeks to ask our readers for their most pressing investment questions. We have gotten more than 200 questions from all of you! We have finally been able to arranged and classified them into different investment topics and here are my answers for all of them. Thank you so much for replying our survey and hope the answers would help you a better understanding what investing is really about. ON DEEP VALUE INVESTING Question: Can Deep value Investing work in Asia? Answer: Yes. If deep value investing...

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All You Need To Know About Straits Times Index’s Newest Member, Venture Corporation Ltd

The Straits Times Index is the most globally-recognized stock index and the market barometer of Singapore’s equity market, consists of 30 large market-capitalization blue-chip stocks such as DBS Banks, Singtel, Keppel Corporation. Every quarter, the index administrator FTSE Russel, SPH and SGX would conduct a joint review of the index constituents. The next 5 largest companies by market value, in the STI reserve list, would stand a chance to join the STI. During the most recent quarter review, Venture Corporation Ltd would join the STI effective 5 Jan 2018, to replace Global Logistic Properties that had been bought over...

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6 Key Things To Know About Mapletree Logistics Trust

Mapletree Logistics Trust (“MLT”) is Singapore’s first Asia-Pacific focused logistics real estate investment trust. Listed on the Singapore Exchange Securities Trading Limited in 2005, MLT invests in a diversified portfolio of quality, well-located income producing logistics real estate in Singapore, Hong Kong, Japan, Australia, South Korea, China, Malaysia and Vietnam. It has a portfolio of 127 properties which are valued at SGD5.5 billion dollars as at 31 March 2017.       Stock Information Ticker Symbol: SGX:M44U Market Cap: SGD4.16 billion (Updated 10 January 2018) Market Price / Share: SGD1.35 (Updated 10 January 2018) Sector: Real Estate Investment Trust Source: Google Finance...

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10 Key Things To Know About Ascendas Hospitality Trust

Ascendas Hospitality Trust (Ascendas H-Trust) is a SGX-listed stapled group that invests in hospitality based real estate located across Asia. The trust was listed on 27 July 2012 with an initial portfolio of 7 properties valued at S$ 1.1 billion. Since then, the trust has enlarged its portfolio to 11 properties valued at S$ 1.6 billion as at 31 March 2017. In this article, I’ll list down 10 things that you need to know about Ascendas H-Trust before you invest. #1: Stock Symbol Ticker Symbol: SGX: Q1PMarket Capitalization: S$ 992.2 Million (26 December 2017) Share Price: S$ 0.88 (26...

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Key Things To Note About Soilbuild Business Space REIT

Soilbuild Business Space REIT (Soilbuild REIT) is a REIT that invests in a portfolio of the business park and industrial properties located in Singapore. It was listed on 16 August 2013 with an initial portfolio of 7 properties valued at S$ 905.3 million. Since then, it has enlarged its portfolio to 12 properties valued at S$ 1.24 billion as at 31 December 2016. In this article, I’ll list down 10 things that you need to know about Soilbuild REIT before you invest. #1: Stock Symbol Ticker Symbol: SGX: SV3UMarket Capitalization: S$ 693.0 Million (25 December 2017) Share Price: S$...

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