Author: VALUE INVEST ASIA

Detailed Analysis Of Golden Agri-Resources Limited

 Golden Agri-Resources Limited (“Golden Agri”) is a leading Indonesian plantation group with integrated operations for palm oil-based products. Listed on the Singapore Exchange in 1999, Golden Agri is one of the pillars of the Sinar Mas Group, one of the largest conglomerates in Indonesia. Also, one of Golden Agri’s main subsidiaries – PT Sinar Mas Agro Resources and Technology Tbk (SMART Tbk) is also a listed company, on the Indonesian Stock Exchange in 1992. Now, what do palm oil-based products cover? Well, we are glad you asked. Once we stop and take a look, palm oil is everywhere in our...

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Will The US Start A Trade War With China?

#This is our exclusive Asia-In-Focus Monthly Report for our email subscribers. This report was first published on the 31st March 2017. Asia-In-Focus March 2017 Edition Will The US Start A Trade War With China? Many economists and investment commentators have assumed that newly elected US President Donald Trump would tone down his approach after entering the office. However, it is now clear that Donald will remain as Donald, regardless of whether he is staying in the white house. For Asian investors, one of the biggest concern is the constant blaming of China for the slow economy in the US. Donald Trump has, again and...

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What I Learned From My Trip To Visit First Real Estate Investment Trust

Over the Hari Raya weekend, a group of my friends decided to hop on the plane and head for Jakarta, the capital of Indonesia. Since it was a holiday, the traffic was great for us to enjoy a slow weekend over there. However, given that some of us are shareholders of Singapore-listed First Real Estate Investment Trust (SGX:AW9U), we dropped by a few of the assets owned by First REIT in the city, to check out on our investments (J). For those who are not familiar, First REIT is one of the few healthcare REITs listed in Singapore. It owns...

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4 Things You Must Know About Keppel Corporation Limited Before Investing

Singapore is the premier oil hub in Asia as well as one of the world’s top three oil refining centres, with many major oil companies such as Shell, Exxon Mobil and Chevron Philips having a presence here. Correspondingly, there are many companies involved in the offshore and marine industry, delivering goods and providing support services to the big boys mentioned above along different stages of the oil and gas value chain. Keppel Corporation is arguably the most prominent service provider among these companies. Not just a household name locally, it is a global leader in the offshore rigs building...

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7 Things You Need To Know About Singapore Technologies Engineering Ltd

Singapore Technologies Engineering Ltd (SGX: S63) (S63 3.73 -0.01 -0.27%) is a conglomerate listed on the Singapore Exchange. It is one of the investee company of the country’s sovereign wealth fund, Temasek Holdings. The company has a market capitalization of S$11.6 billion. With that, here are 7 things you need to know about ST Engineering. Stock Information TICKER SYMBOL: SGX: S63 MARKET CAP: S$11.6 Billion INDUSTRY: Industrial The Business ST Engineering as the name implies is an engineering group with diverse business interests. The company has 4 business segments namely; aerospace, electronics, land systems and marine segment. ST Engineering also...

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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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