Have been blogging CMT for some period of time. It is an investment of good cash flow and long term returns. Most of their properties are of high quality. If they are to sell them today, it won't be at NAV but sizable upward jump due to their unique location as they are tied to the Vines of Singapore. Investor who has vested in this Reit would have appreciate the peace of mind. In fact if the

CapitaLand Mall Trust (SGX:C38U) is the first real estate investment trust (REIT) listed in Singapore. The REIT, which is also the largest retail REIT by market capitalisation, owns 15 shopping malls located here such as Tampines Mall, Junction 8, and IMM Building. CapitaLand Mall Trust also owns a 12.7% stake in CapitaLand Retail China Trust (SGX:AU8U), which mainly invests in shopping malls in China. This morning, CapitaLand Mall Trust announced its financial results for the second quarter ended 30 June 2018. Here are some of the key takeaways. Financial highlights Gross revenue for the reporting quarter inched up 1.6% year-on-year to S$171.4 million. The increase in gross revenue was primarily due to higher gross rental income from Plaza Singapura, Bedok Mall, Bugis Junction and Tampine

MARKET OVERVIEW- The market may slip, tracking losses on Wall Street as financial shares lagged after US President Trump criticised the Fed for raising interest rates and countering efforts to grow the economy.- Commodities entered a correction on Thu with copper dipping below US$6,000/MT, while crude fell below US$68/barrel before rebounding.- Technically, the STI will face some resistance at 3,300 with next level at 3.340, while underlying support is at 3,200.CORPORATE RESULTS*Keppel Corp- 2Q18 net profit jumped 44.4% to $246.2m, bringing 1H18 earnings to $583.6m (+38%), which forms 58% of full-year consensus estimate.- Revenue for the quarter dipped 2% to $1.52b as higher O&M takings (+35%) and gas & power sales (+24%) were eroded by weaker property business (-55%) in China and Singapor

Diversification is one of the simplest things investors can do to reduce our risk without affecting our potential returns. The concept is fairly straightforward, instead of being exposed to one company, we can choose to gain exposure to multiple companies. If we only invested in one company, and that company falls into financial difficulties, our entire portfolio will be at risk. If we invest in 20 companies, and that same company falls into financial difficulties, only 5% of our portfolio will be at risk. That’s the simple premise anyway. We tend to see this more clearly when investing in company stocks, but less so when investing into bonds. Here are five reasons why it’s equally important to diversify our bond portfolio. Read Also: Step-By-Step Guide To Bond Investing In Singapore #

Four more Straits Times Index (SGX: ^STI) companies are pencilled in for quarterly results next week. Keppel Corporation (SGX: BN4) is starting to look more like the conglomerate that it is, rather than just a builder of oil rigs. In April, it posted a 33% jump in first-quarter earnings. This was thanks to a stronger performance from its property division. Keppel Corp will report on Thursday. It wasn’t the best of quarters for SATS (SGX: S58) when it reported earnings for the final three months of its financial year in May. Fourth-quarter earnings were down 1.8% following a slowdown in food solutions. Thankfully, that was offset by better results at gateway services. SATS will announce first-quarter results on Thursday. CapitaLand Commercial Trust (SGX: C61U) distributable income rose 7

Real estate investment trusts (REITs) offer an alternative to owning properties. Under a REIT structure, investors’ (called unitholders) money is pooled together to invest in a portfolio of income-generating real estate such as offices, hotels, hospitals, and shopping malls. Just like stocks, they can be bought and sold on a stock exchange. In return for their capital, unitholders receive regular distributions from the REITs. The first Singapore REIT, CapitaLand Mall Trust (SGX: C38U), was listed in July 2002. It is also the largest retail REIT by market capitalisation of S$7.4 billion, as at 31 March 2018. It retail peer would be Frasers Centrepoint Trust (SGX: J69U), which is also a retail REIT that owns shopping malls such as Causeway Point and Changi City Point. Since REITs hav

There are around 40 real estate investment trusts (REITs) and stapled trusts in Singapore currently. As highlighted here, the REITs and six stapled trusts had an average distribution yield of 6.7%, as of 6 July 2018. The figure is an average, so some REITs will have an above-average yield while others will be below-average. A REIT’s distribution yield can be affected by a number of factors; one such factor is the sub-segment in which the REIT operates in. With that in mind, let’s look at the various sub-segments a REIT or stapled trust operate in, as categorised by the Global Industry Classification Standard (GICS). Retail This sub-segment holds real estate used for retail activities such as shopping centres, something that most investors would be familiar with. To know if a certai

Real estate investment trusts (REITs) and stapled trusts are investment vehicles that invest in a portfolio of income-producing real estates. Besides its requirement to distribute at least 90% of distributable income, REITs also enjoy tax benefits that other property stocks do not. As such, unitholders enjoy stable and consistent distributions each year. Many of the REITs also offer distribution reinvestment schemes, allowing unitholders to easily reinvest their distributions. This has made REITs and stapled trusts one of the most popular investment vehicles in Singapore. The popularity of REITs and stapled trusts in Singapore has led more of them to choose to list here. There are now 34 REITs and six stapled trusts in Singapore, giving investors here a multitude of options. Here are five

There Are 10 Things You Must Know About CapitaLand Mall Trust Is Capitaland Mall Trust the best REIT in Singapore? The post There Are 10 Things You Must Know About CapitaLand Mall Trust appeared first on Value Invest Asia.

Top 30 in my portfolio: No. STOCK NAME No.of SHARES PORTFOLIO% MARKET $ 1SGX4,80011.217.172SATS4,0006.515.003UOB6475.6426.764OCBC Bank1,4385.4511.645CapitaLand Mall Tr7,8005.262.076SPH6,0005.082.607AIMSAMPI Cap Ind R10,0004.491.388Starhub7,0003.781.669Keppel Corp1,6003.737.1510CDL HTrust6,8003.481.5711FCT4,7003.382.2112Keppel DC Reit7,4003.281.3613Suntec Reit5,8003.271.7314SingTel3,1903.203.0815ParkwayLife Reit3,6003.192.7216SPH Reit8,5002.740.9917Starhill Global Reit12,0002.520.64518Mapletree Com Tr4,8002.451.5719Frasers Com Tr4,9042.201.3820CapitaLand2,0002.063.1621Frasers L&I Tr6,0002.051.0522Bukit Sembawang1,0001.885.7823Ascendas Reit2,0001.722.6424Sembcorp Indust1,8001.612.7525SIA Engg1,5001.533.1426Keppel InfraTr9,0001.520.5227Cache Log Tr4,0001.000.7728Frasers Property

There are many ways to find investment ideas. Some useful ways are to screen for stocks or to look at a list of stocks near their 52-week lows to sieve out potential bargains. Studying what institutional investors have been buying or selling is another avenue. Institutional investors are typically large investment organisations, such as hedge funds, mutual funds, unit trust companies, sovereign wealth funds, insurance companies and so on. These investors tend to possess vastly greater resources than individual investors like you and me when researching stocks. Hence, it may be useful to keep a close eye on what they are doing, as a way to generate ideas. In this article, I will look at three Singapore stocks (among the top ten stocks) that have seen the highest net purchases in dollar valu

Performance of Straits Times Index (STI) Constituents in June 2018 The Straits Times Index (STI) ended 159.48 points or 4.65% lower to 3268.70 in June 2018.(compared to 3428.18 on 31-May-2018) Top Performers: Jardine Strategic, Hutchison Port Holdings Trust, Jardine Matheson, CapitaLand Mall Trust. Least Performers: Venture Corp, StarHub, CapitaLand, Jardine Cycle & Carriage, Keppel Corp. Most Volatile: Venture Corp, StarHub, Hutchison Port Holdings Trust, Yangzijiang Shipbuilding, Thai Beverage. Advertisement Continue Reading »

Lion-Phillip S-REIT ETF (SGX: CLR) is Singapore’s first exchange-traded fund (ETF) that is dedicated entirely to Singapore real estate investment trusts (REITs). It debuted on our local stock exchange in October 2017. As of 31 May 2018, the REIT ETF’s benchmark index, Morningstar Singapore REIT Yield Focus, had a distribution yield of 5.27% and a price-to-book ratio of 1.06. Lion-Phillip S-REIT ETF tracks the performance of the Morningstar’s Singapore REIT Yield Focus index, as mentioned earlier. The index is one of Morningstar’s strategic beta indexes and uses a proprietary three-factor rules-based investment methodology with an emphasis on 1) business quality; 2) financial health; and 3) dividend yield. The ETF portfolio will be rebalanced in June and December each year, and the

Since the most-recent peak of the Straits Times Index (SGX: ^STI) seen on 2 May, the index has fallen some 9% to close at 3,281 on Tuesday. Short-term fears surrounding the global economy could bring the index much lower, but there is nothing to be worried about. The reason is because stock market declines allow one to purchase shares in fundamentally strong companies on the cheap. To know which stocks to buy during a market crash, you can arm yourself with a shopping list of the stocks that you like. In my list, I have three blue-chip companies. They are (in no particular ranking): 1) CapitaLand Mall Trust (SGX: C38U); 2) Singapore Technologies Engineering Ltd (SGX: S63); and 3) Thai Beverage Public Company Limited (SGX: Y92). In this article, I will discuss the reasons why I like those

When it comes to investing in real estate investment trusts (REITs), most investors look at the distribution yield as part of their decision-making process. However, the distribution yield of a REIT tells us nothing about the sustainability of its distributions, nor the strengths or weaknesses of the REIT’s business. Instead of focusing solely on a REIT’s distribution yield, REITs investors should also look at other factors. Only then can they make a more informed investing decision with a REIT. Here are the important factors I look at. Growth in the basic numbers Firstly, I like to investigate whether a REIT’s gross revenue, net property income (NPI), and distribution to unitholders are growing consistently on an annual basis. Gross revenue is the income that a REIT earns th

Singaporeans’ fascination for property investments stem from its meteoric rise since our island nation gained independence. Even in a more developed property market we live in today, en-bloc sales continue to fuel renewed frenzies in properties. Even on the back numerous property cooling measures enforced to reduce speculation in residential properties, sky-high prices mean that property investments remain out of reach for ordinary Singaporeans. This is where real estate investment trusts (REITs) play their part – allowing ordinary investors to access property investments in Singapore and other major property markets by pooling our monies to invest in a diversified portfolio of properties.   Find Out More What Are REITs? 7 Types Of REITs Listed In Singapore How To Start Investing

CapitaLand Mall Trust (SGX:C38U) is the first real estate investment trust listed in Singapore. It specialises in investing in shopping malls in Singapore and currently has 16 properties in its portfolio. In April, the REIT announced its financial results for the first quarter of 2018. Here is a quick recap on the positives and negatives of its latest earnings update. The bright side Perhaps the most obvious positive aspect of the REIT’s latest quarter results is the strong headline numbers. Distributable income climbed 2.1% year-on-year to S$99.0 million while distribution per unit increased 1.8% to 2.78 cents. The management cited higher occupancy rates and lower marketing and utilities expenses as reasons for the improved numbers. Overall, there was broad-based growth in net property

For the first time, Temasek Holding is making available its least risky, private equity bond to retail investors like yourself. As of 6th Jun, the interest yield for Class A-1 is a yield of 4.35% for 10 years, callable in 5 years. According to Ho Ching, Temasek CEO, this is to help supplement your retirement income. This is not the first time corporate Singapore decide to come out with a low denominated bond so that common folks like myself can easily invest, without breaking the bank. For those who are unaware, bonds or debt instruments from organizations, corporate are typically denominated in $250,000. This makes it unavailable to a lot of wealth builders like yourself. Even if you can afford the bond, you cannot be well diversified. Thus bond unit trust, and in recent years bond exchan

There are close to 46 real estate investment trusts (REITs), property-related stapled securities and trusts listed in Singapore. Many of them offer investors here a chance to own a diversified pool of properties in renowned property markets such as Singapore, Australia, Indonesia, Hong Kong, China, Japan, Germany and the US. Of course, there are also Singapore-listed REITs that enable us to gain exposure to niche property markets including New Zealand, Vietnam, the Philippines, the Maldives, Denmark, the Netherlands, Italy, Belgium and Spain. In Singapore, there are five main types of REITs – commercial (office) REITs, retail REITs, industrial REITs, Hospitality REITs and healthcare REITs. Investors here also have the option of investing in three REIT exchange traded funds (ETFs), which

Top 30 in my portfolio: No. STOCK NAME No.of SHARES PORTFOLIO% MARKET $ 1SGX4,30010.027.242SATS4,0006.645.163OCBC Bank1,4385.8012.544UOB6335.7328.145CapitaLand Mall Tr7,8005.192.076SPH6,0005.082.637AIMSAMPI Cap Ind R10,0004.471.398Starhub7,0004.351.939Keppel Corp1,6003.977.7110CDL HTrust6,8003.651.6711SingTel3,1903.373.2812Suntec Reit5,8003.361.8013Keppel DC Reit7,4003.331.4014FCT4,7003.312.1915ParkwayLife Reit3,6003.162.7316SPH Reit8,5002.710.9917Starhill Global Reit12,0002.640.68518Mapletree Com Tr4,8002.421.5719CapitaLand2,0002.233.4620Frasers Com Tr4,9042.211.4021Bukit Sembawang1,0001.966.1022Ascendas Reit2,0001.712.6523Frasers L&I Tr5,0001.711.0624Sembcorp Indust1,8001.702.9325SIA Engg1,5001.533.1726Keppel InfraTr9,0001.480.5127Frasers Property1,8001.061.8328Cache Log Tr