Author: VALUE INVEST ASIA

How To Invest In Cyclical Stocks – Goh Tee Leng from Heritage Global Capital Fund

We held our “Ask Us Anything” session on Facebook Live on the 6th July 2018 (Friday) Time: 12.00pm – 12.30pm Singapore Time Topic: How To Profit From Cyclical Stocks We were very excited to have Mr. Goh Tee Leng, Fund Manager of Heritage Global Capital Fund. Tee Leng is a fund manager of Heritage Global Capital Fund, a long-only equities fund. He has over five years of experience in the financial markets. He is the Director of Tat Hwa Group, a privately-held, family-owned investment holding, and management company, serving as the foundation of the Group’s umbrella of companies and...

Read More

Full Analysis of Mapletree Commercial Trust

Mapletree Commercial Trust (MCT) was listed on the SGX on 27 April 2011 with an initial portfolio of 3 properties. Since then, it had completed 2 major acquisitions and thus, enlarging its portfolio to 5 properties valued at S$ 6.68 billion as at 31 March 2018. Here, I’ll share 9 key things you need to know on MCT before you invest. #1: Stock Symbol Ticker Symbol: SGX: N2IUMarket Capitalization: S$ 4.46 billion (26 June 2018) Share Price: S$ 1.55 (26 June 2018) Industry: Reit #2: The Portfolio MCT owns and derives income from the following properties: VivoCity Located at...

Read More

#4 The Asian Entrepreneur – Dr. Beh Suan Tiong (Singapore O&G Ltd)

Singapore O&G Ltd Exchange: Singapore Exchange Stock Price: SGD 0.33 (9th July 2018) Market Capitalisation: SGD 162.1 million P/E Ratio: 17.8 x Dividend Yield: 4.5% Dr. Beh Suan Tiong is the Chairman of Singapore O&G Ltd (SGX:1D8). Dr. Beh joined Singapore O&G Ltd before its listing on the Singapore Exchange. Today Dr. Beh’s clinic is one of the key revenue contributors for the whole group. We sat down with Dr. Beh to understand his personal story and how Singapore O&G Ltd plans to grow to become a more integrated healthcare group in the future. This is his story. To subscribe...

Read More

A Complete Analysis of Hongkong Land Holdings Ltd

Founded in 1889, Hongkong Land Holdings Ltd is a real estate conglomerate that has strategic assets located in major cities across the Asia Pacific. In 2008, its stock price halved as it coincides with the global financial crisis. Soon after, in 2009, Hongkong Land’s stock price had a prompt recovery and had gradually risen over the past 9 years.    Source: Google Finance If you invested US$ 10,000 into Hongkong Land’s shares in 2009 at US$ 4.95 a share, today as at 29 June 2018, you would have: Grown your capital to US$ 14,444. Received US$ 2,909 in dividends...

Read More

Special Announcement For Our Podcast

Hi guys, Thank you all who have been supporting our podcast where we interview Asian business leaders, entrepreneurs and investors to find out the secret behind their success. Unfortunately, we have been notified that our show title “The Asian Entrepreneur” is already being used by another publisher. In good faith, we have decided to change our show title. BUT, we need your help! We hope you can suggest to us the best show title for our show. You can enter your suggestion here and our panel of judges will choose the best option for us. The winner will get...

Read More

Is It Time To Buy Facebook Inc?

This Article was first published on 29th March 2018 on our Asia-In-Focus Newsletter. To get the latest newsletters, click here. Asia-In-Focus March 2017 EditionIs It Time To Buy Facebook Inc?If you have been following the news in recent weeks, you know that Facebook Inc has not been having a great time.With so much news articles discussing the topic, we will not spend too much time on what has exactly happened. You are want to know the full story, you can read more about some of the information here and here. There is also a good podcast on what exactly happened righthere by Recode. The...

Read More

Should You Buy Suntec Real Estate Investment Trust Today?

Listed on 9 December 2004, Suntec Real Estate Investment Trust invests and derives income from a portfolio of office and retail properties located in Singapore and Australia. As I write, it has 7 assets valued at S$ 9.6 billion. In this article, I’ll cover 10 main things that you need to know about Suntec REIT before you invest. #1: Stock Symbol Ticker Symbol: SGX: T82UMarket Capitalization: S$ 4.50 billion (19 June 2018) Share Price: S$ 1.69 (19 June 2018) Industry: Reit #2: The Portfolio Presently, Suntec REIT is generating income from the following properties: Suntec City It owns 100%...

Read More

Is Mapletree North Asia Commercial Trust Worth Investing In?

On 25 May 2018, Mapletree Greater China Commercial Trust has announced a change of name to Mapletree North Asia Commercial Trust (MNACT) as a reflection to include Japanese properties into its investment portfolio. On the same day itself, MNACT had also completed its acquisition of 6 properties in Japan and thus, enlarging its portfolio valuation to S$ 7.08 billion. In this article, I’ll cover MNACT’s past performances and details of its recent investments in Japan. Therefore, here are the 9 things that you need to know about MNACT before you invest. #1: Stock Symbol Ticker Symbol: SGX: RW0UMarket Capitalization:...

Read More

There Are 10 Things You Must Know About CapitaLand Mall Trust

CapitaLand Mall Trust (CMT) was listed as the first retail REIT on the SGX in July 2002. Today, it remains as the biggest retail REIT in Singapore with a portfolio of 15 assets valued at S$ 10.3 billion. In this article, I’ll cover 10 main things that you need to know about CMT before you invest. #1: Stock Symbol Ticker Symbol: SGX: C38UMarket Capitalization: S$ 7.20 billion (22 June 2018) Share Price: S$ 2.03 (22 June 2018) Industry: Reit #2: The Portfolio The 5 largest properties in CMT’s portfolio are as followed: Plaza Singapura It is located at Orchard...

Read More

10 Key Things You Must Know About Mapletree Commercial Trust

Mapletree Commercial Trust (MCT) was listed on the SGX on 27 April 2011 with an initial portfolio of 3 properties. Since then, it had completed 2 major acquisitions and thus, enlarging its portfolio to 5 properties valued at S$ 6.68 billion as at 31 March 2018. Here, I’ll share 9 key things you need to know on MCT before you invest. #1: Stock Symbol Ticker Symbol: SGX: N2IU Market Capitalization: S$ 4.46 billion (26 June 2018) Share Price: S$ 1.55 (26 June 2018) Industry: Reit #2: The Portfolio MCT owns and derives income from the following properties: VivoCity Located...

Read More

9 Key Things To Know About Kawan Food Bhd

The roots of Kawan Food Bhd can be traced back to the late 1970s when Mr. Gan Thiam Chai founded a sole proprietorship, Kian Guan Trading Co. and supplied traditional and homemade pastries namely ‘Kuih Bakul’ and ‘Kulit Popiah’ to local grocery shops and supermarkets. In 1984, Gan incorporated Kawan Food Manufacturing and started to manufacture ready-to-eat (RTE) frozen food products. Subsequently, in 2005, Gan listed his businesses under Kawan Food Bhd on Bursa Malaysia. In 2006, Kawan Food Bhd was valued at RM 72.8 million in market capitalization. By 2017, its market capitalization has grown to RM 1.1...

Read More

Is Comfort Gloves Bhd A Stock You Must Look At?

Comfort Gloves Bhd was originally listed as Integrated Rubber Corporation Bhd, a Taiping-based glove manufacturing firm that was established in 1993. Sincerely, I believe its original founders were ambitious and had a vision for global success. However, it failed to achieve financial success that is reported by Top Glove, Hartalega, and Kossan Rubber. Instead of hundreds of millions in profits, the company has suffered a string of losses and was classified as a PN17 entity on 27 December 2012. Its future seemed bleak. But, fortunately, the company had undertaken a restructuring exercise which led to its phenomenal turnaround. As...

Read More

8 Things You Must Know About United Engineers Limited

United Engineers Limited was founded in 1912 as a construction company. Over the years, the company has diversified into different business activities. Through its subsidiaries, the company operates a multi-disciplinary engineering services, such as civil, mechanical and electrical engineering services in Singapore and overseas.   #1: Stock Symbol SGX: U04 Share Price: S$2.81 (27 May 2018) Market Cap: S$1.79 billion Sector: Industrials Industry: Conglomerates #2: Business UEL has a diversified business, from property development to electronic manufacturing services. The company derives its income from 3 core business activities. They are: Property Property Rental and Services Under this segment, UEL...

Read More

Interview With Keith Chu from Boustead Singapore

We had a great chat with Mr. Keith Chu, the Senior Vice President of Corporate Marketing & Investor Relations at Boustead Singapore Limited. Keith currently sits as a key decision maker on the two-man Group Investment Committee for a S$50 million cash management programme and treasury investment fund. He was also the leader in the establishment of the Group’s S$500 million multicurrency debt issuance programme in August 2013 and a core member of the team handling the demerger and listing of the Group’s subsidiary, Boustead Projects Limited on the SGX Mainboard in April 2015. He concurrently leads the corporate...

Read More

#3 The Asian Entrepreneur: Interview with Chairman of Sarine Technologies Ltd

Video[embedded content]Audio This is episode #3! Mr. Daniel Gilnert is the Chairman of Sarine Technologies Ltd (SGX:U77). Sarine Technologies Exchange: Singapore Exchange Stock Price: SGD 0.94 (5th June 2018) Market Capitalisation: SGD 334.5 million P/E Ratio: 36.8 x Dividend Yield: 4.4% Mr. Daniel Gilnert is the Chairman of Sarine Technologies (SGX:U77). Sarine Technologies is a key diamond manufacturing process solution provider for the diamond manufacturers across the world. Sarine Technologies has the visual technology to massively improve the efficiency of diamond manufacturing. The story of Sarine Technologies is very interesting. The company was only a small part of another company which...

Read More

Like us on Facebook

Follow us on Twitter