Keppel Pacific Oak US Reit, Manulife US Reit and Prime US Reit Analysis

Introduction to KORE, Manulife US Reit and Prime US Reit  Keppel Pacific Oak US REIT (KORE) is a Singapore listed US REIT focusing on investing in income-producing commercial assets and real estate-related assets in key growth markets of the United States (US) with favourable economic and office fundamentals that are above the national average, so…

Lendlease Global Commercial REIT IPO – The next Mapletree Commercial Trust?

In March, Straits Times reported that Lendlease was planning to raise up to US$500m with retail Reit listing on SGX. Few months later, Business Times reported that Lendlease was preparing for S-Reit listing that will include Orchard Mall and a property in Milan, Italy with an appraised value of S$1.4 billion. The long awaited Lendlease Global Commercial…

Analysis of Cromwell European Reit and IREIT Global

2019 is definitely a good year for investors investing in REITS. Some REITS such as Mapletree Commercial Trust has already risen about 35% YTD and has been included as one of the components of STI Index. A look at REITS Data provided by The FifthPerson, you could see that there are a handful of big…

ESR Reit and AIMS APAC Reit Analysis

2019 is definitely a good year for investors investing in REITS. Some REITS such as Mapletree Commercial Trust has already risen about 35% YTD and has been included as one of the components of STI Index. A look at REITS Data provided by The FifthPerson, you could see that there are a handful of big…

ComfortDelGro Analysis – An Overrated Recovery?

In my previous article, I wrote that I am continuously looking to buy defensive stocks such as Sheng Siong, ComfortDelGro, SBS Transit, Koufu and the telecommunication stocks such as Netlink Trust and Singtel. As of now, I have yet to initiate position in Netlink Trust (in my watchlist) as I felt the valuation is still…

Reasons why I bought Koufu

It has been quite some time since I last updated this blog. I enlisted into National Service one month ago and the last stock I bought before I enlist was Koufu. There wasn’t time for me to write my thoughts about this purchase. Since it is the long National Day holiday, I might as well…

Why I am buying Astrea V Class A-1 Bond

I was excited about Astrea V’s bond when its initial prospectus was released on 22th May 2019. At that point in time, I had invested in Temasek’s 2.7% Bond and was ready to sell it in the open market, to buy the upcoming bond issue. This is not the first time Astrea’s bond was offered…

Singtel Analysis – Walkthrough of all businesses of Singtel

Singtel is well-liked by many investors. However, it has not been a great year investing in Singtel when it is down about 14%. Singtel is my first investment in 2018 and I have been holding it since then and it is not making any returns for me except the 5.6% dividend yield. To be honest,…

Analysis of Ascendas Reit and Mapletree Industrial Trust

In this article, I will be analysing two of the largest Industrial REITS – Ascendas REIT (AREIT) and Mapletree Industrial Reit. AREIT did a comparison of all REITS’ Assets under Management (AUM) chart. Looking at the chart, we can see that AREIT is the largest industrial REIT with more than $10 billion AUM while MIT…