Author: VALUE INVEST ASIA

Why Oxley Holdings Ltd Might Be Too Aggressive For Its Own Good

Making a Name For Itself Oxley Holdings Ltd (5UX 0.58 +0.01 +0.88%) is probably a name which resonates well with Singaporeans. Even though it is not one of the mega property developers in Singapore like City Developments Limited (SGX:C09) (C09 10.94 +0.05 +0.46%) or UOL Group Limited (SGX:U14) (U14 7.81 +0.03 +0.39%), it is still a well-known developer in Singapore. After all, it has developed iconic residential, commercial and industrial properties. Examples of such buildings are its current flagship project, Oxley Tower (upcoming 32-storey freehold strata-titled commercial development located at the junction of Robinson Road and McCallum Street). Another is the Oxley Bizhub and...

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7 Things To Know About Mapletree Industrial Trust

Mapletree Industrial Trust (MIT) (SGX: ME8U) as its name suggests is a real estate investment trust (REIT) which invests in industrial real estate. Currently, it has 85 properties across five property types namely Flatted Factories, Hi-Tech Buildings, Business Parks, Stack –up/Ramp up buildings and Light industrial buildings. MLT’s portfolio is collectively valued at around S$3.7 billion (as of 31 March 2017). Mapletree Industrial Trust is a REIT currently listed on the Singapore Stock Exchange. With that, here are 7 things you need to know about Mapletree Industrial Trust. Stock Information TICKER SYMBOL: SGX: ME8U MARKET CAP: SGD 3.33 Billion INDUSTRY: Real Estate Investment...

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How To Protect Yourself From A Ponzi Scheme?

#This is our exclusive Asia-In-Focus Monthly Report for our email subscribers. This report was first published on the 30th April 2017. Asia-In-Focus April 2017 Edition How To Protect Yourself From A Ponzi Scheme? There has always been a gray thin line between what is investing and what is speculating. The terms have been used so interchangeably even by many investment professionals. So much so to the point that most people just refer to both activities as the same thing. Yet, the truth is investing, REAL investing, is so far apart from the word speculating. One of the biggest news this...

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Is Frasers Commercial Trust A Good Investment Now?

Frasers Commercial Trust (FCOT) (SGX: ND8U) is a REIT that focuses primarily on commercial properties in Singapore and Australia. The REIT has a market capitalisation of S$1.14 billion. It is a REIT currently trading below its book value. Does this mean it is a great stock to buy now? We analysed the REIT for you. With that, here are 7 things you need to know about Frasers Commercial Trust. Stock Information TICKER SYMBOL: SGX: ND8U MARKET CAP: S$1.14 Billion INDUSTRY: Real Estate Investment Trust The Business Frasers Commercial Trust is a REIT that focuses primarily on commercial properties which are located at...

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Looking Deeper At The Risks and Rewards Of First REIT

First Real Estate Investment Trust (SGX: AW9U) is a Singapore-listed healthcare REIT that is sponsored by PT Lippo Karawaci Tbk. Lippo Karawaci is Indonesia’s largest broad-based listed property company and it operates the Siloam Hospitals Group, one of the largest hospital chains in the country. Siloam is Indonesia’s most progressive and innovative healthcare provider which has achieved international standards. First REIT is managed by Bowsprit Capital Corporation Limited, the Trust has successfully built a high quality and diversified asset portfolio of 18 properties comprising 14 located in Indonesia, three in Singapore and one in South Korea. The properties are...

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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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