Author: VALUE INVEST ASIA

7 Things To Know About Jardine Cycle And Carriage

Jardine C&C (SGX: C07) is a Singapore listed company with a market capitalization of S$16.7 billion (June 2017). Its business interests span across many Southeast Asian countries such as Malaysia, Myanmar, Vietnam and Singapore. Listed in Singapore, here are 7 things you need to know about Jardine Cycle & Carriage. Stock Information TICKER SYMBOL: SGX: C07 MARKET CAP: S$16.7 billion SECTOR: Conglomerate The Business Jardine business is divided into three groups, namely Astra International (IDX: ASII), Direct motor interests and other interests. Jardine has a 50.1% ownership of Astra International, an Indonesian conglomerate with wide business interest’s financial services, heavy...

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Full Analysis On Hongkong Land Holdings Limited

Hongkong Land Holdings Limited (“Hongkong Land”) (SGX:H78) (H78 7.45 +0.05 +0.68%) owns and manages almost 800,000 sq. metre of prime office and luxury property in key Asian cities, primarily in Singapore and Hong Kong. Founded in 1889 as The Hongkong Land Investment and Agency Company, Hongkong Land has come a long way since the Hong Kong Government’s Central Praya Reclamation project that kick-started its adventure. Today, Hongkong Land has active (inclusive of developing) commercial and residential developments in Hong Kong, Macau, Singapore, Jakarta, Bangkok, Hanoi, Mainland China, Philippines and Vietnam. Hongkong Land is a member of the Jardine Matheson Group....

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7 Things You Need To Know About City Developments Limited

I have relatives who live in City Square Residence condominium above City Square Mall. I also visit City Square often to shop. The Decathlon outlet sells very cheap sportswear with its buy-in-bulk strategy. When I am in Raffles Place, I tend to visit friends who are working in Republic Plaza, one of the tallest buildings in Singapore. And when I go jogging nearby, I would run past an almost-complete Executive Condominium development called The Criterion. What do all these buildings have in common? Yes, you guessed it correctly, they are all built and/or owned by City Developments Limited (SGX:C09)...

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What You Need To Know About Thai Beverage Public Company Limited

Thai Beverage Public Company Limited (SGX: Y92) (Y92 0.90 0.00 0.00%) or “Thai Bev” for short, is Thailand’s largest beverage company. It has distilleries in Thailand, Scotland, Ireland, China, and France. It is listed on the Singapore Exchange and carries a market capitalisation of S$22.2 billion as at June 2017. The company has four core segments – spirits, beer, non-alcoholic beverage, and food. Consumer companies have always been a favourite of ours. This is because many consumer staple companies tend to have a very defensive business model with a stable customer base. So, is Thai Beverage Public Company Limited a...

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What Do You Need To Know About CapitaLand Commercial Trust Before Investing

CapitaLand Commercial Trust (CCT) (SGX:C61U) (C61U 1.64 0.00 0.30%) is a Singapore-listed commercial real estate investment trust (REIT) that invests in high quality income-producing commercial properties in Singapore. CCT was listed on the Singapore market in 2004. It is currently the largest commercial REIT in Singapore by market capitalisation, which stands at S$4.89 billion. The Trust is managed by CapitaLand Commercial Trust Management Limited (CCTML), an indirect wholly-owned subsidiary of CapitaLand Limited(SGX:C31) (C31 3.61 +0.01 +0.28%). With that, here are 7 things you need to know about CapitaLand Commercial Trust. Stock Information TICKER SYMBOL: SGX: C61U MARKET CAP: S$4.9 billion (June 2017) INDUSTRY: REIT...

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Can A Value Investor Buy Bitcoins?

There has been increasing interest in Bitcoin over the past months. First, there was news about its amazing rally over the past months, when it annouced that one bitcoin is worth more than an ounce of gold. Then came the news that it shot pass the US$2,000 per bitcoin mark. It then rallied passed the US$2,700 per bitcoin mark in less than two weeks. Following that, it crashed back to the US$2,000 per bitcoin mark in the next few days. Yet, after all that boom and bust in a short one month time, Bitcoin is now trading at above US$2,900...

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Here’s 7 Things you Need To Know About Singapore Telecommunication Limited Before Investing

Singapore Telecommunications Limited (SGX:Z74) (Z74 3.76 +0.01 +0.27%)is probably one of the most visible corporations in Singapore (if not, the most). Its presence is constantly felt in people’s daily life given that Singtel commands roughly 50% of the mobile market share in Singapore. So, if one just throw a dart into the crowd, chances are he is going to hit a Singtel customer half of the time. Singtel is listed on the Singapore Exchange. It is currently the largest company within the Straits Times Index. 1-Stock Information Ticker symbol: SGX: Z74 Market Cap: $61.5 billion Industry: Telecommunication 2-Business Overview...

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7 Things To Know About CapitaLand Limited Before You Invest

CapitaLand Limited (SGX:C31) (C31 3.58 -0.01 -0.28%) is one of Asia’s largest real estate companies with a portfolio with S$78 billion. It is listed on the Singapore Exchange. It is also part of the Straits Times Index (STI), as one of the 30 companies that make up the index. With that, here are 7 things you need to know about CapitaLand Limited Stock Information TICKER SYMBOL: SGX: C31 MARKET CAP: S$15.3 Billion (6th June 2017)  INDUSTRY: Property The Business CapitaLand is an owner and manager of a global property portfolio worth more than S$78 billion as at 31 March 2017. Its portfolio...

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STI’s 3 Year Dollar Cost Average Return of 6.3% p.a.

This article was first published on SGX Market Update. You can read the original article here. RSS Plans provide an alternative means for investors to build gradual STI exposure, make use of dollar cost averaging with performance measured by return rates. From 30 June 2014 to 29 May 2017, the indicative return rate of an RSS Plan on a STI ETF came to 6.3% p.a. RSS plans utilise dollar cost averaging. Over the three year period, dollar cost averaging on the STI ETF meant that one third more units were bought at market lows in January 2016, compared to...

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7 Key Things To Know About Global Logistics Properties Ltd Before Investing

Global Logistics Properties(GLP) (SGX: MC0) (MC0 2.92 +0.02 +0.69%) is listed on the Singapore Exchange and is part of the 30 companies that make up the Straits Times Index (STI). It is a leading provider of modern logistics facilities in four countries, namely China, Japan, US and Brazil. Its property footprint spans 54.92 million square meters (591million square feet) covering 116 cities. With the boom in e-commerce, the need for logistic facilities is on the rise as well. Is Global Logistics Properties a great investment then? What are the risks and opportunities that lie ahead for the company? Here is...

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Top 7 Things You Need To Know About SATS Ltd Before Investing

SATS Limited (SGX:S58 ) (S58 5.09 +0.01 +0.20%) is listed on the Singapore Exchange and is part of the 30 companies that make up the Straits Times Index (STI). It runs a monopolistic business for airport services and ground handling services in Singapore coupled with other businesses in its portfolio. These businesses include in-flight food and services, food products & distribution and catering services. Other than the airline industry, SATS also serve the healthcare and hospitality sector, mostly through its food business. In total, SATS has a presence in 14 countries covering 53 cities and 47 airports. It serviced 91...

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A Lesson From Valuation Guru: Aswath Damodaran

Last week, I got an opportunity to attend an event by Professor Aswath Damodaran. For those of you unfamiliar with him. Professor Damodaran is the Professor of Finance at Stern School of Business at New York University (NYU). He is one of the leading voices on the topic of financial valuation. He is one of the key investors I follow regularly as I always find his method of valuing a company very refreshing. Therefore, when I heard he is coming to give a talk in Singapore, I jumped at the invitation. The event: “An Evening With Professor Aswath Damodaran...

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7 Things To Note About UOL Group Limited Before Investing

Have you stayed in a Pan Pacific or a ParkRoyal hotel before? Not many people realized that these two famous hospitality brands are actually based in Singapore. Both Pan Pacific and ParkRoyal are part of UOL Group Limited (SGX:U14) (U14 6.93 +0.06 +0.87%) . UOL Group is part of the 30 constituents of the Straits Times Index(STI). It is a property company with presence in the residential and commercial development and hospitality management industries. 1. Stock Information TICKER SYMBOL: SGX:U14 MARKET CAP: S$5.5 billion (May 2017) INDUSTRY: Property 2. Business Overview UOL Group is a major player in the Singapore property industry...

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Top 7 Things To Know About SembCorp Industries Limited Before Investing

Sembcorp Industries Limited (SGX:U96) (U96 3.22 +0.03 +0.94%) is a Singapore-listed conglomerate with a market capitalization of S$5.4 Billion (May 2017). The company that is also one of the thirty companies that make up the Straits Times Index (STI). SembCorp Industries (SCI) has seen some rough times in the past few years. This was mainly due to the decline in its offshore and marine business as the oil and gas sector is suffering. It has seen its share price fallen from about S$5.40 per share to the current S$3.20 per share. However, does that mean that opportunities are lurking within...

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7 Things To Know About Oversea-Chinese Banking Corp. Limited Before Investing

Oversea-Chinese Banking Corp. Limited (OCBC) (SGX: O39) (O39 10.37 +0.07 +0.68%)is one of three locally listed banks in Singapore. It is the second largest bank by market capitalization in Southeast Asia, at about S$43.2 billion as at 22nd May 2017. Listed on the Singapore Exchange, OCBC Bank’s key markets are Singapore, Malaysia, Indonesia and Greater China. It has more than 610 branches and representative offices in 18 countries and regions. These include the more than 340 branches and offices in Indonesia under subsidiary Bank OCBC NISP, and over 100 branches and offices in Hong Kong, China and Macau under OCBC Wing...

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