Author: VALUE INVEST ASIA

The Future of Investing With InvestingNote

We are very excited to sit down with Marketing Director of InvestingNote, Mr. Ethan Ho, to discuss with him about how he sees the future of investing is evolving. InvestingNote.com is now the largest social media platform for investors in Singapore. Ethan is a self-taught investor who started investing in the US stock market, and is currently the Director for Marketing & Business Development at InvestingNote. He works with many well-known financial professionals and bloggers who are now on the platform. Prior to his role in InvestingNote, he was a personal banker dealing with unit trusts and bancassurance in...

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Is Hong Leong Bank Bhd Worth Investing In?

On 23 October 2017, I wrote an article on Hong Leong Bank Bhd (HLB). On that day, HLB was trading at RM 15.86 a share. Today, HLB’s stock price is RM 20.58 a share, some 30% appreciation within 12 months. Hence, it has outperformed stock prices of all listed local banks in Malaysia, including Public Bank Bhd. In this article, I’ll share the latest results of HLB and discuss its immediate plans towards the future. Also, I would share a few valuation tools to share how I will personally assess an investment into HLB at RM 20.58 a share....

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3 Reasons You Need To Diversify Internationally

This article is brought to you by FSMOne.com Most investors whom I met tend to have one thing in common. We tend to invest locally. This means that we have a natural tendency to invest in a stock that is listed on our country’s stock exchange or operates locally. As we are starting out in investing, restricting ourselves to just investing locally is a great way to get ourselves familiar with the stock market. However, I do think that as we become more comfortable in managing our own portfolio, we should consider diversifying our portfolio internationally. That is because...

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#7 The Asian Mavericks – Dr. David Kuo (The Motley Fool Singapore)

Dr. David Kuo is the key driving force behind the growth of The Motley Fool Singapore. Personally, he was my ex-boss and a key mentor to me. We sat down to discuss more about his childhood, how he ended up joining The Motley Fool in the UK and then brought the company to Singapore and grew it from zero. A wonderful story, and hope you guys enjoyed it. *Full transcript available to VIA Club Members only. To subscribe to our podcast, search “The Asian Mavericks” on iTunes or wherever you get your podcast. If you like the show, please...

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What You Should Know About Ascendas Real Estate Investment Trust Latest Assets Acquisition In The United Kingdom

Ascendas REIT (Areit), Singapore’s first and largest industrial REIT, recently announced a proposed acquisition of 26 logistics properties in the United Kingdom (UK). This deal came hot on the heels of earlier acquisition deal on Jul 18, for 12 logistics properties in the UK that cost approximately S$360.11 million. In a span of 3 months, there is another pending acquisition. It seems that Areit is highly positive with the outlook of UK logistics sector, motivating the management to expand into the UK in a rather steadfast fashion. However, should an investor be concerned about successive acquisition deals? Are the...

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What Should You Consider Before Investing In KIP REIT?

KIP REIT was listed on 6 February 2017 and thus, is the latest addition of REITs to be added on Bursa Malaysia. It is a retail REIT that invests in malls which are catered to low-to-middle income shoppers in towns across Peninsula Malaysia. Presently, it has a portfolio worth RM 585 million. In this article, I’ll share 9 key things that you need to know about KIP REIT before investing. #1: Stock Symbol Ticker Symbol: KLSE: KIPREIT / KLSE: 5280 Market Capitalization: RM 424.5 million Share Price: RM 0.84 (1 October 2018) Industry: REIT Syariah Compliant: Nope. #2: The...

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Will The Malaysia Government Kill Off My E.G. Service Bhd and George Kent (M) Bhd?

This Article was first published on 29th May 2018 on our Asia-In-Focus Newsletter. To get the latest newsletters, click here. Asia In Focus May 2018 Edition May is an interesting month for Malaysia. The country held its 14thGeneral Election and the incumbent government lost the election for the first time ever in the history of the nation. What does it all mean for the country and for businesses operating within? For decades, businesses in Malaysia that focused on servicing the government have very opaque business models. Most of the time, there was no open bidding for a project or concession. And even if...

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Should You Buy CapitaLand Limited or Frasers Property Limited?

Frasers Property Limited (Frasers) and CapitaLand Limited (CapitaLand) are two of the major real estate players based in Singapore. Both have geographically diverse operations across the Asia Pacific, and are involved in different modes of real-estate related businesses. It would be interesting to put both companies side by side for a comparison of key operational and financial aspects, to discern which property developer is a better investment. Business Overview CapitaLand assets include residential, offices, homes, shopping malls, serviced residence and integrated developments spread across 31 countries predominantly in Asia Pacific, Australia and Europe. CapitaLand’s Business Overview. Source: Annual Report...

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Is Magni-Tech Industries Bhd Worth Investing In?

As at 5 September 2018, Magni-Tech Industries Bhd (Magni-Tech) is trading at RM 4.80 a share. It is 36.8% decline from RM 7.60 recorded on 4 August 2017.     Source: Google Finance You may ask: Why is there a massive decline in Magni-Tech’s stock price? How to avoid buying Magni-Tech at RM 7.60 on 4 August 2017? Should I dismiss Magni-Tech as an investment? Or, should I grab it now at RM 4.80 a share? First, I believe it is important to define what a good investment is in the stock market. Different individuals would have different beliefs...

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Should You Invest In Singapore Technologies Engineering Limited Now?

Singapore Technologies Engineering Limited (ST Engineering) came into being in 1997, via mergers of various companies involved in the shipbuilding, electronics engineering, automotive and aerospace sector. Some of these entities even went as far back as 1967. Over five decades, it had evolved into a diversified, globalised technology, defense, and engineering outfit today. As a major supplier and service provider to Singapore’s Defence Ministry and Armed Forces, not surprisingly, it is majorly held by Temasek Holdings. It is also a constituent of the Straits Times Index. Let’s take a look at seven key pieces of information that you need...

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Is Singapore Post Limited a Good Investment Now?

While Singapore is a highly wired country with much of the mailing correspondence shifting into electronic form, physical mail still occupies a prominent spot when it comes to official or legal notifications sent by government agencies or corporations. Singapore Post Limited (SingPost) is the only player in this field as it holds Singapore’s only public postal licensee. Mailman donning the blue uniform delivering mails and parcels within the neighborhood is still a common sight. We take a closer look at Singpost’s operations and earnings performance in this article. Business Segments SingPost has re-classified its business units into four segments...

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Is Singapore Post Limited a Good Investment Now?

While Singapore is a highly wired country with much of the mailing correspondence shifting into electronic form, physical mail still occupies a prominent spot when it comes to official or legal notifications sent by government agencies or corporations. Singapore Post Limited (SingPost) is the only player in this field as it holds Singapore’s only public postal licensee. Mailman donning the blue uniform delivering mails and parcels within the neighborhood is still a common sight. We take a closer look at Singpost’s operations and earnings performance in this article. Business Segments SingPost has re-classified its business units into four segments...

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Is UOL Group Ltd An Attractive Stock Right Now?

UOL Group Ltd has its roots traced back to 1963. In that year, Faber Union (HK) Ltd had incorporated Faber Union Ltd and subsequently, listed the company on the SGX in 1964. Nine years later, Wee Cho Yaw, a prominent banker in Singapore, had acquired a controlling stake in Faber Union Ltd. In 1975, Wee has renamed the company to United Overseas Land Ltd. Then, in 2016, the company was renamed to UOL Group Ltd. As of 30 June 2018, UOL Group Ltd has reported having total assets worth S$ 19.9 billion and thus, is a leading property corporation...

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Robert Kuok Invested In Wilmar International Limited, Should You?

Farming is one of the world’s oldest occupation and a vital one as it puts food on the table. Implemented on a large scale, agriculture becomes one of the primary industries that provide basic ingredients that are used to produce food in bulk and sold to retail consumers or farms as feedstock. With the mega trend of growing world population especially in Asia, agriculture is big business. In SGX, we have one of the world’s largest agribusiness group with over 500 manufacturing plants and an extensive distribution network covering China, Indonesia, India and 50 other countries. It is none...

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Is Matrix Concept Holdings Bhd Worth Investing In?

Matrix Concept Holdings Bhd (Matrix) was listed successfully onto Bursa Malaysia on 28 May 2013. At that time, it was valued at RM 278.4 million in market capitalization. Presently, as I write, Matrix has grown its market capitalization to RM 1.58 billion. It is a remarkable 468% jump in value in the 5-year period. In this article, I’ll share Matrix’s past achievements, provide an update on its future growth plans, and offer several tools to evaluate the investment potential of Matrix. Therefore, here are 8 key things to know about Matrix before you invest. #1: Stock Symbol Ticker Symbol:...

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