Author: VALUE INVEST ASIA

Why Passive Investing Might Be Perfect For You?

Passive investing is a term to describe investing in funds that simply track an index. An index is basically a collection of stocks chosen based on certain criteria, typically by its size, as used as a way to measure how the general market is doing. Are Active Fund Managers Doing Their Job? In the past, indices such as the Straits Times Index, Hang Seng Index or the Kuala Lumpur Composite Index are just used to measure the performance of the general markets. Investors are rarely able to invest directly in the indices. Traditionally, fund managers are the ones who...

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Is AIMS AMP Capital Industrial REIT Worth Investing In?

AIMS AMP Capital Industrial REIT (AA REIT) (SGX: O5RU) has a rather interesting history. It listed in 2007 as MacarthurCook Industrial REIT. Unfortunately, it fell into hardship during the financial crisis. It was then subsequently taken over by the current managers in 2009. Today, it is one of the larger industrials REIT’s listed in Singapore, owning about 25 properties and has a market capitalisation of S$908 million. Is AIMS AMP Capital Industrial REIT worth investing in? We explore that question with 7 things you need to know about AA REIT. Stock Information TICKER SYMBOL: SGX: 05RU MARKET CAP: SGD 908...

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Is IHH Healthcare Berhad Worth Investing In?

IHH Healthcare Berhad (“IHH”) is the world’s 2nd largest listed healthcare operator by market capitalisation. It has more than 10,000 licensed beds in 50 hospitals across 10 countries (primarily in Malaysia, Singapore, Turkey and India). The company was established in 2010 following the acquisition of Singapore’s Parkway Group and Malaysia’s Pantai Group. In 2012, IHH acquired Acibadem Holdings Group in Turkey and was subsequently dual listed on both the Main Markets of Bursa Malaysia and the Singapore Stock Exchange (“SGX”). IHH also owns 35.74% of SGX listed Parkway Life REIT.[embedded content] STOCK SYMBOL TICKER SYMBOL: KLSE:IHHMARKET CAP: RM49.5 billion (21 August...

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4 Things We Discovered From The AGM Of SIA Engineering Company

 SIA Engineering Company Limited’s (SIAEC) (SGX: S59) annual general meeting (AGM) was held on 20 Jul 2017. Our team went to the meeting to find out more about how the business is doing. The meeting turned out to be very informative, with the management team being candid on the Group’s current challenges and how it plans to drive the company forward over the next few years. If you are unfamiliar with the business of SIA Engineering Company, you can view our analysis of the company right here. From the AGM, here are four key takeaways we discovered during the...

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Is MAS And SGX To Blame For The Noble Group Limited’s Saga

Noble Group Limited (SGX:CGP) is the stock that investors love to hate on the Singapore Exchange. Even since a blogger, Iceberg Research, has published a negative report on the company back in 2015, Noble Group has been showing nothing but weaknesses for the past two years. Over the past two years, Noble Group has seen massive write-downs in its business, running in the billions. Its founder, Richard Elman has even stepped down as its long-term chairman back in 2016. This was followed by its CEO, Yusuf Alireza’s resignation a few months later. Now it seems Noble Group is like...

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Is Parkway Life REIT a Good Investment?

Parkway Life REIT (“PLife REIT”) (SGX: C2PU) is one of Asia’s largest listed healthcare REITs. Listed in Singapore, It invests in income-producing real estate and real estate-related assets used primarily for healthcare and healthcare-related purposes. As at 30 June 2017, PLife REIT’s total portfolio size stands at 49 properties, totalling approximately S$1.7 billion. Over the past 5 years, the company has returned about 70% in total return to its unitholders. What is the secret behind this great return? Here are 7 things you need to know about Plife REIT. Stock Information TICKER SYMBOL: SGX: C2PU MARKET CAP: S$1.7 billion INDUSTRY:...

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What You Must Know About Mapletree Greater China Commercial Trust

Hong Kong has many similarities to Singapore. Being a city state, a financial hub and a high-density metropolis, Hong Kong and Singapore are almost considered as sisters’ cities. Moreover, many Singaporeans are familiar with Hong Kong’s exciting retail scene in Causeway Bay, Mong Kok or Tsim Sha Tsui. However, not many are aware that a major shopping mall located away from its city centre is actually owned by a Singapore entity. While its location in Kowloon Tong is primarily a residential area, the shopping mall is no less glitzy than the centrally-located malls. This property is the Festival Walk...

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Here Is 7 Things You Need To Know About CapitalLand Retail China Trust

CapitaLand Retail China Trust (CRCT) (SGX: (AU8U) is a Singapore-based real estate investment trust (“REIT”) which has a diversified portfolio of income-producing real estate used primarily for retail purposes and located in China. CapitaLand Retail China Trust has a market capitalisation of S$1.42 billion. With that, here are 7 things you need to know about CapitaLand Retail China Trust. Stock Information TICKER SYMBOL: SGX: AU8U MARKET CAP: S$1.45 billion INDUSTRY: REIT The Business CapitaLand Retail China Trust’s portfolio comprises of eleven properties strategically located in prime locations in seven cities across China. Many of these properties are located near the...

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What Is The Singapore Market Really Made Up Of?

You always hear people saying, “Donno what to buy? Then just buy the market lor”. But what exactly does buying the market mean? Do you even know what you are buying? Without appreciating the underlying, things might end up like this Dilbert joke on diversification. “It would be unwise to invest in just one sick cow, but if you aggregate a bunch of them together, the risk goes away.” – Dogbert Source: http://dilbert.com/strip/2008-12-13 Jokes aside, indexing can still play a key part in our portfolios. Other than tracking the ‘market’, other reasons for investing in an index is for...

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Is United Overseas Bank The Stock To Bank On?

United Overseas Bank (UOB) (SGX: U11) is one of three locally listed banks in Singapore. It is the third largest bank by market capitalization, which comes in at S$40.03 billion. UOB’s key markets are Singapore, Malaysia, Thailand, Indonesia and Greater China. It has more than 500 branches and representative offices in 19 countries. Here are 7 things you need to know about UOB. Its closest competitor includes DBS Group Holdings Ltd (SGX: D05) and Oversea Chinese Banking Corporation Ltd (SGX:O39). Stock Information TICKER SYMBOL: SGX:U11 MARKET CAP: S$ 40.0 billion INDUSTRY: Banking The Business To start off let’s look at the contribution...

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What You Must Know About Yangzijiang Shipbuilding Holdings Ltd

Yangzijiang Shipbuilding Holdings Ltd (SGX:BS6) (YZJ) is the only China-based company that is part of the Straits Times Index (SGX:^STI) in Singapore. The common term used for China-based companies in Singapore is “S-Chip”, which means China companies listed in Singapore. They were popular back in the pre-Global Financial Crisis (GFC) era with high investors’ demand and soaring share prices. However, they were also notorious for corporate scandals with financial irregularities, fund embezzlement and accounting fraud. Many companies had since went bust or suspended their trading that brought much distraught to investors. Yangzijiang Shipbuilding Holdings is arguably one of the...

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7 Things You Must Know About Mapletree Commercial Trust Before Investing

Mapletree Commercial Trust (MCT) (SGX: N2IU) is a Singapore listed REIT with 5 properties. Since its name has the term commercial, many of us might associate that with office buildings. Ironically, the crown jewel of Mapletree Commercial Trust is VivoCity, a retail mall beside harbour front. Currently, MCT has a market capitalisation of S$4.56 billion. With that, here are 7 things you need to know about Mapletree Commercial Trust. Stock Information TICKER SYMBOL: SGX: ND8U MARKET CAP: S$ 4.6 billion INDUSTRY: Real Estate Investment Trust The Business MCT’s portfolio comprises five properties located in Singapore’s Alexandra Precinct, HarbourFront Precinct and Central Business...

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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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