Author: VALUE INVEST ASIA

5 Investment Forums You HAVE to Check Out!

For those just started out investing, the global investing community offering useful information and learning points is much bigger than you would think. Other than scouring through third-party websites such as popular investment blogs, finance websites or just grabbing research reports from your retail broker to search for investment ideas, there are several investment forums/message boards one can utilize to augment one’s investment knowledge. Michael Burry, founder of ex hedge fund Scion Capital (the guy that went to work in shorts and slippers in “The Big Short”) which ran between 2000 until 2008, had frequently wrote on message boards such...

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7 Instant Beverage Players Right Here In Asia

Even in the age of Starbucks and the Nespresso Machine, instant beverages still do have a place in our lives, especially so in Asia. Just 3x simple steps of opening the packet, pouring hot water and stirring the mixture and ta-dah, its there’s a good start to the morning right there. And with Value Invest Asia’s recent posts on the Singapore listed Super Group Ltd and Food Empire Ltd, we felt that it was appropriate to introduce their peers to you! And today we have not one, not two, but seven (one for each day of the week) listed instant beverage...

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Here’s A Look At Some of Singapore’s Top Investment Bloggers!

Stuck in the MRT during rush hour but having no space to read your papers or books? Why not whip out your mobile devices (small enough to be able to read a short post even when you might be like sardines in a can) to some of Singapore’s leading investment sites to add to your investment knowledge, while also being entertained at the same time! There’s pretty much no downside and since there’s close to not much you can do while being sardine-d, why not give it a try? Without further ado, we present to you some of Singapore’s leading investment bloggers (and...

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Food Empire Holdings Limited

Founded in the late 1990s and listed in 2000 on the SGX, Food Empire Holdings (FEH) is a global branding and manufacturing company which produces instant beverages, frozen packed food and snacks. Its MacCoffee brand is currently the Group’s flagship brand and is one of the leading 3-in-1 instant coffee brand in the Group’s core market in Russia, Ukraine and Kazakhstan. Since its public listing, FEH has been recognized as one of the “Most Valuable Singapore Brands” by IUE Singapore while its MacCoffee has been ranked as one of the “The Strongest Singapore Brands”. STOCK INFORMATION TICKER SYMBOL: SGX:F03MARKET CAP:...

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Super Group Limited

Founded in 1984 and listed in 1994, Super Group Holdings is a pioneer of the 3 in 1 instant coffee in South-east Asia. Today, Super has moved beyond the shores of Singapore and to be one of the leading household names for instant coffee (Super and Owl) in the Southeast Asia region. Not only that, they have also become a rather significant player in the food ingredient business – primarily in the area of Non-Dairy Creamers (NDC) in China. And with new markets the likes of Middle East, Europe, North America, Africa and Australia in development, it appears that Super has more than just regional...

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Super Group Limited

Founded in 1984 and listed in 1994, Super Group Holdings is a pioneer of the 3 in 1 instant coffee in South-east Asia. Today, Super has moved beyond the shores of Singapore and to be one of the leading household names for instant coffee (Super and Owl) in the Southeast Asia region. Not only that, they have also become a rather significant player in the food ingredient business – primarily in the area of Non-Dairy Creamers (NDC) in China. And with new markets the likes of Middle East, Europe, North America, Africa and Australia in development, it appears that Super has more than just regional...

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Wilmar International Limited

Founded in 1991, Wilmar International Limited was listed via an RTO (reverse takeover) of Ezyhealth Asia Pacific Limited in 2006 at S$0.80 raising US$180 million with a focus on the palm oil business. Post-2006, Wilmar has grown by leaps and bounds. Today, other than being one of Asia’s largest integrated palm oil players, Wilmar is also one of the largest oilseeds and grains crushers in China, amongst the world’s top 10 raw sugar producers (after acquiring Sucrogen Limited in 2010) and also a leading branded consumer pack producer. At a point in time during the peak of the ‘commodity supercycle’, Wilmar was briefly the...

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Wilmar International Limited

COMPANY SUMMARY Founded in 1991, Wilmar International Limited was listed via an RTO (reverse takeover) of Ezyhealth Asia Pacific Limited in 2006 at S$0.80 raising US$180 million. At that point, Wilmar’s operations were concentrated in the palm oil business. Post 2006, Wilmar has grown by leaps and bounds. Today, not only is Wilmar one of Asia’s largest integrated (upstream to downstream) palm oil players, they are also one of the largest oilseeds and grains crushers in China, amongst the top 10 raw sugar producers in the world (after acquiring Sucrogen Limited in 2010) as well as being a leading...

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Frasers Centrepoint Trust

Company summary Frasers Centrepoint Trust (“FCT”) is a real estate investment trust (“REIT”) listed on the Singapore Exchange Securities Trading Limited (the “SGX-ST”) on 5 July 2006. FCT’s financial year commences on the 1st of October. FCT’s property portfolio comprises the following suburban retail properties in Singapore: Causeway Point, Northpoint, Anchorpoint, YewTee Point, Bedok Point and Changi City Point (collectively, the “Properties”). The REIT also acquired its latest property, the Changi City Point (“CCP”) on 16 June 2014. Apart from owning retail properties outright, FCT also holds 31.17% of the units in Hektar Real Estate Investment Trust (“H-REIT”). H-REIT,...

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Frasers Centrepoint Trust

Company summary Frasers Centrepoint Trust (“FCT”) is a real estate investment trust (“REIT”) listed on the Singapore Exchange Securities Trading Limited (the “SGX-ST”) on 5 July 2006. FCT’s financial year commences on the 1st of October. FCT’s property portfolio comprises the following suburban retail properties in Singapore: Causeway Point, Northpoint, Anchorpoint, YewTee Point, Bedok Point and Changi City Point (collectively, the “Properties”). The REIT also acquired its latest property, the Changi City Point (“CCP”) on 16 June 2014. Apart from owning retail properties outright, FCT also holds 31.17% of the units in Hektar Real Estate Investment Trust (“H-REIT”). H-REIT,...

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What Is A Real Estate Investment Trust (REIT)?

What is a REIT? A REIT, short for Real Estate Investment Trust, is essentially a company that owns a portfolio of properties. The company then hires a property manager to manage the day-to-day operations at the properties, such as collecting rents, negotiating tenant contracts and finding tenants.When investing in a REIT, you are becoming a beneficiary of the trust that owns the assets, in the case of FCT, the Singapore properties and units in H-REIT. Typical structure of a REIT Now let’s discuss a typical structure of a REIT using Frasers Centrepoint Trust (FCT) as an example. The diagram below...

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When Stock Prices Plunge, Where Does All The Money Go?

“When stock prices plunge, where does all the money go?” In light of the recent roller coaster ride the market is taking most of us on, it was a rather apt time for such a discussion!When the stock market plunges, market value would literally be wiped off the face of the earth. A huge chunk of money for your new house, for your children’s college fees, for your new shoes literally vanished into thin air. For some individuals that held equity through the Global Financial Crisis (GFC) in 2009, it would seem incredulous for money just to evaporate. Even a stalwart...

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ComfortDelGro Corporation Limited

COMPANY SUMMARY Following the 2003 merger of two land transport companies (Comfort Group and DelGro Corporation), one of the world’s largest land transport companies – ComfortDelGro Corporation Limited (C52.SI) was formed (No prizes for guessing how they came up with the new name). With over 46,303 vehicles over 7 countries, CDG stood as one of the largest land transport companies in the world. Just within the CDG umbrella, there were not one but two listed subsidiaries – VICOM Limited (V01.SI) and SBS Transit Ltd (S61.SI) with shareholdings of 67.07% and 75.11% respectively. TICKER SYMBOL: C52.SIMARKET CAP: SGD 6.11 Billion...

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Starhill Global REIT

Company Summary Listed on SGX since 20 September 2005, Starhill Global REIT is a Singapore-based Real Estate Investment Trust (REIT) investing primarily in real estate used for retail and office purposes, both in Singapore and overseas. It was formerly known as Macquarie MEAG Prime REIT and set up by Macquarie but Malaysian property developer YTL Corp took over the Macquarie Group’s entire interest and renamed it as Starhill Global, thus becoming its new sponsor. Starhill Global REIT has grown its initial portfolio from interests in two landmark properties on Orchard Road in Singapore (Wisma Atria and Ngee Ann City)...

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Hutchison Port Holdings Trust

COMPANY SUMMARY Listed on the Main Board of the Singapore Exchange in March 2011, Hutchison Port Holdings Trust (NS8U.SI) was the world’s first publicly traded container port business trust and also the first entity to launch dual currency trading of its units in early 2012. The Trust was subsequently admitted into the Straits Times Index on April 2013 and is currently one of the 30 constituents on the Main Board of the Singapore Exchange (SGX). TICKER SYMBOL: NS8U.SI MARKET CAP: 5.1 Billion (7th Aug 2015) MARKET PRICE/SHARE: USD 0.585 (7th Aug 2015) INDUSTRY: Industrial THE BUSINESS Hutchison Port Holdings...

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