Category Archives: REITS

Worst COVID-19 pandemic hit S-REITs and where are they now?

The COVID-19 pandemic in many ways is unprecedented and without a doubt, it has a pronounced effect on the stock market. It has halted the longest-lasting equity bull market. For REITs, it has also challenged the long-held notion among investors … Continue reading

Posted in REITS | 2 Comments

Mapletree Commercial Trust: Slow and Steady recovery

Yes, I know recently many others are talking about the proposed restructuring of SPH and its CEO Ng Yat Chung who took umbrage at a reporter’s question at the press briefing.  Let’s take a break from SPH. Personally I feel … Continue reading

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Singapore Reits, Rising interest rates and the Pandemic

This is not a new topic. In fact, when I think of Sg Reits in general, this appears to be a perennial matter on my mind. What is perhaps significant and new now, is the context. However, the conclusion will … Continue reading

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S-REITs: Is the Acquisition Accretive or Dilutive?

I see this post as a continuation of my previous post titled “S-REITs: What have they been buying and selling? Read here. After all not all purchases are advantageous from the retail investor’s point of view. One key question in everyone’s mind: … Continue reading

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S-REITs: What have they been buying and selling?

The past week was a brutal week for the stock markets and S-Reits in general. While retail investors are obsessed with the sell down of stocks, some of the S-Reits in recent times, have also been busy (buying and selling … Continue reading

Posted in REITS | 5 Comments

The case of the Warehouse and the hot Stocks

Occasionally, from time to time, I would think back as to why I made certain investment decisions. Sure it is easy to look at the price run-up of certain stocks and beat ourselves over it (for not buying them earlier), … Continue reading

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My unbalanced bar-bell portfolio

The concept of barbell investing as mentioned by DBS is not new. To quote the below DBS article: “Barbell – the winning strategy Build barbell portfolios with exposures at two ends of the risk spectrum. Seek secular growth themes like … Continue reading

Posted in Portfolio, REITS | 1 Comment

What investors are betting against (Hospitality – Ascott Residence Trust Management Limited & CDL Hospitality Trusts)

During the COVID-19 pandemic, one of the worst-hit sectors will be the hospitality sector. Extract from the article below: “The hospitality industry here has been among the worst and most immediately hit by the virus situation, with a sharp dip … Continue reading

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Mapletree North Asia Commercial Trust VS CapitaLand Retail China Trust

I have exceeded my monthly budget for the purchase of shares this month. Recently, I have added small portions of SATS, DBS and BOC HK. Not too long ago last year, I started a dividend portfolio basically focusing on more … Continue reading

Posted in Hong Kong Shares, Portfolio, REITS | 3 Comments

Which is more profitable? High Dividend Yield Singapore Stocks or Dividend Growth Singapore Stocks?

I was reading some of my old posts and came upon a post, written in May 2016 about the difference between high dividend yield vs dividend growth stocks. That post came about because I was then reading a book about Income Investing … Continue reading

Posted in Dividend & Yield, Healthcare Stocks, Raffles Medical, REITS, Straco, Vicom | 2 Comments