Author: Value Invest Asia

Is Mapletree North Asia Commercial Trust Still a Great Buy After The 27% Rally This Year?

Listed in May 2013, Mapletree North Asia Commercial Trust (SGX:RW0U) (MNACT), formerly known as Mapletree Greater China Commercial Trust, was established to invest in income-producing real estate in key cities situated across China and Japan. It is worth S$ 4.60 billion in market capitalisation as of 5 July 2019.  In this article, I’ll cover the details of its individual properties, its latest financial results, and valuation figures. Hence, here are 11 things to know about MNACT before you invest.  Individual Properties Festival WalkIt comprises of a four-storey office tower, a seven-storey retail mall and three underground car park levels...

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How to Use Price-To-Book Ratio?

What is Price-to-Book (P/B) Ratio? Supposedly, you invested $ 10 million into a business.  1 year later, you made $ 1 million in profits and have paid yourself $ 0.5 million in dividends.  How much money do you now have inside your business?  The answer is $ 10.5 million. It is the addition of your capital of $ 10 million and retained earnings of $ 0.5 million. That $ 10.5 million is also known as equity or book value of your business after owning it for 1 year.  At that time, you met Mr. Tan, an astute businessman.  Mr....

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The Titans of The Computing World And What You Need To Know About Them

This article is produced in partnership with FSMOne.com, click here to find out more about how to get started with FSMOne.com I am a big believer in computing and the digital age. I also believe in investing in the future that we envisioned. So since I see a future where computing will become an even more important role in our lives, I have been investing in more technology companies that have the potential to bring us to that future. However, I have not started out like this. In fact, I am someone who can be described as a “noob”...

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Cheniere Energy: First-mover advantage in the booming LNG market

This report is first written on FSMOne.com, you can read the original article here. Midstream companies in the North American region are poised to benefit from the shale gas revolution. However, natural gas cannot be transported across oceans and seas in its gaseous state. The only solution to that is to transform them into liquefied natural gas (LNG). With the US expected to be one of the main exporters of LNG, Cheniere Energy (NYSE.LNG), a full-service LNG provider with one of the largest liquefaction platforms in the world, will certainly benefit from this trend.2019 will mark a key inflection point for...

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Why Jardine Cycle & Carriage Ltd Is One of The Most Important Company For Indonesia

Jardine Cycle & Carriage Ltd (JCC) is a SGX-listed ASEAN-based conglomerate. It is a part of the Jardine Group where JCC is currently a 75%-subsidiary of Jardine Strategic Holdings Ltd. As of 16 May 2019, its market capitalisation is US$ 13.12 billion, thus, placing JCC as one of the 30 constituents of the Straits Times Index (STI). In this article, I’ll cover on its latest financial results and valuation figures. Thus, here are 10 things to know about JCC before you invest: 3 Core BusinessesJCC derives income from 3 Core Businesses. They include: Core Businesses Underlying Profits(US$ Million) Underlying...

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Here’s how you can profit from the cyclical nature of the semiconductor industry

This report is first written on FSMOne.com, you can read the original article here. A good understanding of the semiconductor cycle can help investors make better and more profitable investment decisions. Semiconductor cycles are driven by fluctuating sales growth numbers, which are in turn caused by distortions in supply and demand. While industry down-cycles affect share prices in the short-term, they are never long-lasting. Overtime, share prices typically recover along with sales. Investors who do not want to miss this opportunity can start investing in the semiconductor industry through the recommended Vaneck Vectors Semiconductor ETF (NYSE.SMH). Investing in the semiconductor industry...

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Is IGB REIT The Best REIT In Malaysia?

Listed in 2012, IGB REIT owns and derives income from two retail malls situated at Kuala Lumpur. Collectively, they offer a net lettable area (NLA) of 2.67 million sq. ft. and were valued at RM 4.96 billion as of 31 December 2018. Therefore, it is one of the biggest REITs listed in Malaysia. In this article, I’ll cover on its latest financial results and valuation figures. Here are 10 things to know about IGB REIT before you invest: Breakdown of Portfolio Valuation 2018IGB REIT’s retail malls are MidValley Megamall (MVM) and the Gardens respectively. Both of them are located...

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Why I “Hate” Telcos As An Investment

All views or opinions articulated on the website are expressed in Value Invest Asia and its writers’ personal capacity and do not in any way represent those of the company, their employers and other related entities. All contents on our site are strictly for educational purposes and/or for study or research only. At any point in time, Value Invest Asia and its writers might own some of the stocks discussed within the site. All posts and published materials made do not constitute to being investment advice or recommendations. Do perform your own independent research and checks before making any...

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Is Sunway Construction Group Bhd The Company To Bet On?

Established in 1981, Sunway Construction Group Bhd (SunCon) has emerged as a leading pure-play construction company listed in Malaysia. As of 9 May 2019, SunCon is worth RM 2.56 billion in market capitalisation. In this article, I like to bring an update on its latest financial results, plans for its future, and valuation figures based on its current stock price of RM 1.98 a share. Thus, here are 10 things to know about SunCon before you invest: Financial ResultsSunCon has achieved continuous growth in revenues and shareholders’ earnings for the last 5 years. Revenues had grown from RM 1.88...

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This one ETF gives you comprehensive exposure to China’s diverse range of opportunities

This report is first written on FSMOne.com, you can read the original article here. The vast number of Chinese equities listed around the world has given birth to multiple share classes, whose exposure cannot be completely captured using single share class ETFs. The use of a total China ETF such as the Vanguard Total China Index ETF provides investors with exposure to all Chinese equities, regardless of where they are listed. With low correlations to other equity markets, Chinese equities are a critical component of every globally diversified portfolio. China has come a long way since the 1980s, growing by leaps...

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Is Ping An Insurance (Group) Company of China, Ltd A Great Investment Right Now?

Established in 1988, Ping An Insurance (Group) Company of China, Ltd (Ping An) has matured as a leading personal financial services company in China. Listed in both the Hong Kong Stock Exchange and Shenzhen Stock Exchange, Ping An has a total of HK$ 1.5 trillion in market capitalisation. In this article, I’ll cover on the company’s latest financial results and valuation figures. Thus, here are 11 things to know about Ping An before you invest: Breakdown of Revenues 2018Ping An derives income from five key business segments. They include: No. Key Business Segments Revenue (RMB Million) Revenue(%) 1 Life...

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Is AIMS APAC REIT Worth Looking At Right Now?

AIMS APAC REIT (AAREIT) is a SGX-REIT which invests primarily in a portfolio of industrial real estate located in Singapore. In addition, it owns a 49% interest in Macquarie Park Trust, which holds the Optus Centre Property. It is a business park located in Australia. In this article, I’ll be covering on its latest financial results, future plans, and valuation figures. Thus, here are 11 things to know about AAREIT before you invest. Portfolio ValuationAs of 31 March 2019, AAREIT has a portfolio of 26 industrial real estate with an appraised value of S$ 1.46 billion. Its valuation has...

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singapore – Value Invest Asiasingapore – Value Invest AsiaHere’s your ultimate guide to the best ETFs around the world3 Simple Steps To Invest In Your First ETFHere’s how we select the best ETFs (and how you can too)Why Is China Mobile The Most Important Telco You Need To KnowWhy Great Eastern Holdings Ltd Is A Stock Worth Looking AtWill United Overseas Insurance Ltd Give You A 10% Return?Are the Best Days of Sands China Ltd Over?Is There Still Value In Suntec Real Estate Investment Trust?Here Is How Industrial and Commercial Bank of China Ltd Made RMB 286 Billion A...

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Here’s your ultimate guide to the best ETFs around the world

This is a republished article from our Sponsor: FSMOne.com Learn more about how to use Exchange Traded Funds to create the perfect portfolio for yourself. Find Out More Here. Addition of a tactical plays category to help investors construct their supplementary portfolio more effectively. Slight changes were made to our selection methodology to bring you the most diverse range of ETFs yet. This year, 40 ETFs made the cut to be on our Focus List, including 13 new additions. Finding the right ETF for you With more than 2,200 ETFs listed on our platform, choosing the right ones for your portfolio...

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3 Simple Steps To Invest In Your First ETF

This article is produced in partnership with FSMOne.com. So you have heard about the wonderful advantages of investing in Exchange Traded Funds (ETFs). ETFs provide us a  low-cost and simple way to create a diversified investment portfolio. Yet, with thousands of ETFs to choose from, how do we go about selecting the right ETF? Here are three simple steps in helping you find the perfect ETF. [embedded content] Step One: The Big Picture Firstly, you must have an idea of what underlying asset are you interested to invest in? As an ETF is a fund, this means that it...

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