Author: VALUE INVEST ASIA

Is Singapore Exchange Limited The Perfect Investment For You?

Singapore Exchange Limited (SGX) is Asia’s leading international exchange, facilitating exchanges of both local and global equities, derivatives, and fixed income securities among investors worldwide. Presently, SGX is worth S$ 7.8 billion and thus, is included as one of the 30 constituents of the Straits Times Index (STI). In this article, I’ll share 9 key things about SGX that you need to know before you invest. They are: #1: Stock Symbol Ticker Symbol: SGX: C68Market Capitalization: S$ 7.8 billion (10 July 2018) Share Price: S$ 7.33 (10 July 2018) Industry: Finance #2: The Business SGX derives income from 3...

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Is Singapore Exchange Limited The Perfect Investment For You?

Singapore Exchange Limited (SGX) is Asia’s leading international exchange, facilitating exchanges of both local and global equities, derivatives, and fixed income securities among investors worldwide. Presently, SGX is worth S$ 7.8 billion and thus, is included as one of the 30 constituents of the Straits Times Index (STI). In this article, I’ll share 9 key things about SGX that you need to know before you invest. They are: #1: Stock Symbol Ticker Symbol: SGX: C68Market Capitalization: S$ 7.8 billion (10 July 2018) Share Price: S$ 7.33 (10 July 2018) Industry: Finance #2: The Business SGX derives income from 3...

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How To Invest In An Uncertain Environment? Musing About Malaysia Election & The Trade War

This Article was first published on 29th April 2018 on our Asia-In-Focus Newsletter. To get the latest newsletters, click here. Asia-In-Focus April 2018 Edition How To Invest In An Uncertain Environment? Musing About Malaysia Election & The Trade War The market is up! The market is down! The market is up! The market is down! That seems to be the financial news over the past month. It might appear that the financial market is more volatile at the moment and market sentiment is bad, but in fact, the market has only declined about 1-2% last month. Against the peak in January...

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7 Things to Note About M1 Limited’s Quarterly Results

M1 Limited (M1) is the smallest local telecommunication company in terms of revenue and market share. As we know, Singapore local telco sector is saturated with the emergence of Mobile Virtual Network Operators (MVNOs) and the impending entry of a fourth telco – TPG Telecom. This has resulted in stiff competition, turning listed telcos from favourites for yield-hungry investors into stocks with a large sell-off seen in past 2 years. Many investors are naturally concerned about M1’s odds of excelling in a competitive industry, given that all its revenue is derived from Singapore. M1’s recent quarterly earnings have been lacklustre...

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What You Need To Know About Ascendas Real Estate Investment Trust’s Latest Result

Ascendas Real Estate Investment Trust (AReit)is the largest Industrial REIT listed on SGX, with total assets worth $10.4 billion as at 30 Jun 2018. It is a constituent of Straits Times Index, and also the largest REIT in Singapore, with 132 properties and a tenant base of 1,310 international and local companies from a wide range of industries. AReit had been actively managing its portfolio by divesting assets above valuation and entering new markets to expand its revenue base. Just recently, it announced an acquisition deal for assets purchase in United Kingdom (UK). With its first quarter FY18 earnings announced...

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Can Capitaland Limited Weather the Property Cooling Measures?

CapitaLand Limited (CapitaLand) is one of Asia’s largest real estate company, involved in the full spectrum of real estate development activities ranging from building, developing, operating and funds management of residential, retail and commercial properties. As of 31 Mar 18, it has Assets Under Management (AUM) of S$91 billion. Being an established property company in Singapore, its share price suffered a drop recently, with the latest round of property cooling measures announced by the government on 5 Jul 18. On 6 Jul, its share closed at $2.99, 6% lower than the day before. Can Capitaland continue to perform after...

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Can Capitaland Limited Weather the Property Cooling Measures?

CapitaLand Limited (CapitaLand) is one of Asia’s largest real estate company, involved in the full spectrum of real estate development activities ranging from building, developing, operating and funds management of residential, retail and commercial properties. As of 31 Mar 18, it has Assets Under Management (AUM) of S$91 billion. Being an established property company in Singapore, its share price suffered a drop recently, with the latest round of property cooling measures announced by the government on 5 Jul 18. On 6 Jul, its share closed at $2.99, 6% lower than the day before. Can Capitaland continue to perform after...

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Kimly Limited vs Koufu Group Limited, Which Is a Better Investment?

Koufu Group Limited, an operator of food courts and coffee shops, made its debut on SGX on 18 Jul 2018 at IPO price of $0.63. Its industry peer,  d, is also a relatively new company on the stock exchange. It got listed on 20 Mar 2017, at a price of $0.25. As two listed players with an almost identical business model, it makes an interesting case to compare and contrast their business in a bid to determine which is a better-quality company. In this article, I will be comparing the FY17 results for both. Kimly’s figures will be obtained...

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What you Should Know About First REIT Q2-2018 Financial Results

First REIT is one of the only two healthcare REITs listed on Singapore exchange – the other being Parkway Life REIT. It holds hospitals and nursing homes in Indonesia and Singapore。 It is listed since 2007. Healthcare REIT is usually perceived as defensive and more resilient to the economic downturn, due to the inelastic nature of healthcare services. As First REIT had just released its 2Q 2018 earnings report, let us take a look at its performance in the past quarter. Revenue, Net Income and Distributable Income Source: First REIT 2Q 2018 Earnings Presentation For the second quarter of...

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Is Malayan Banking Bhd (Maybank) Worth Investing In Now?

Today, as at 27 June 2018, Malayan Banking Bhd (Maybank) is trading at RM 8.88 a share. It is an 18.4% decline from RM 10.88 a share recorded two months ago on 22 May 2018. Source: Google Finance You may ask: What happened to Maybank? Should I buy, hold, or sell Maybank shares? How do I avoid buying Maybank shares at RM 10.88 in May 2018? For a start, a sharp fall in prices of good stocks are always a welcoming sight to value investors. They present opportunities for value investors to invest & accumulate shares of good stocks...

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5 Things You Need To Know About Xiaomi Corporation IPO

Company Name:  Xiaomi Corporation Exchange: Hong Kong Exchange Market Cap: HK$ 380.4 Billion (USD 48.5 Billion) IPO Price: HK$ 17.00 Xiaomi Corporation made history by being the largest IPO on the Hong Kong Exchange this year. However, the IPO is matched with tons of bad media coverage, resulting in a very pessimistic view of the company. Here are five things you might want to know about Xiaomi Corporation Ltd before you invest. Business According to the company, Xiaomi sees itself as a software company. Source: Xiaomi Corp’s IPO The company started out with selling high-quality smartphones at an affordable...

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An Afternoon Date with BIGScribe Investor Exchange 2018

I attended BIGScribe Investor Exchange recently held at DBS Auditorium. It was a content-packed afternoon with different speakers, including Stanley of Value Invest Asia sharing their unique strategies and personal experience investing in the equity market. For the uninitiated, BIGScribe is a group of influential financial bloggers who banded together with the aim of providing unbiased content to the information-hungry public, and linking financial bloggers/influencers to the right brands. More info about BIGScribe can be found here. The Speakers There were five speakers at the event. In order of speaking sequence: An Overview of Each Speaker’s Talk Every speaker...

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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...

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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...

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#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...

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