Every once and then, there would be companies in focus that would be the major target for the short seller. These are mostly sick companies because their outlook are bleak. If you recall in the early of 2016, we had similar cases with oil and gas companies. Keppel and Sembcorp took the most hit and they were depressed to levels that everyone just want to shun on it.SPH has been a grandfather stock for a very long time. Long time shareholders would know that they used to get to as high as $18 to $20 before doing a split back to $5. The GFC event in 2008 brought them down all the way to $2.40 before rebounding sharply when the market recovers. This was despite the start of the decline in the media print and ads as people start to read less hardcopy and go more digital. It didn't deter shareh

The Straits Times Index (STI) benchmark slid 1.56% following a season of lacklustre 2Q earnings. The situation was not helped by the rising geopolitical tensions along the Korean peninsula. Oil and gas (O&G) and telco sectors continued to underperform on unexciting earnings while technology shares outperformed on the back of strong quarterly results. Heading into the month of September 2017, DBS Research believes that yield plays will continue to be favoured amidst uncertainty. Will hurricanes in the US affect Fed’s rate hike decision? The market is expecting the Fed to hold its interest rate steady at 1.25% in the upcoming FOMC meeting on 20th September. The consensus is that the next rate hike is likely to be pushed back to 2Q18 as the US headline inflation is unable to hit the

Singapore’s retail scene may never be the same again. It is not a secret that retailers in Singapore have been facing a tougher time over the past few years. There might be several reasons for this. To find out more details, I took time recently to dip into the annual reports of major retailers in Singapore. I wanted to figure out what the retail scene in Singapore looks like from the eyes of the major players. What I found were some vivid descriptions of the challenges that retailers face. 1. The shift to online shopping continues Here’s how Frasers Centrepoint Trust (SGX: J69U), a retail-based real estate investment trust, described the retail landscape in its annual report for the fiscal year ended 30 September 2016: “According to MasterCard in September 2015, $303.5 million was s

Real Estate Investment Trusts (REITs) provides investors with the chance to invest in portfolios of real estates managed by professional managers. They have been rather popular amongst investors who are looking to increase their passive income. However, did you know that REITs invest in different sectors and there are many different kinds of REITs to choose from? For those who are interested to invest in REITs, below are the current performance of the different REIT sectors. Overall, Singapore REITs have reported a decent growth rate of 5.0% in distributions for the second quarter of 2017, with an 8.0% year on year growth in net property income. S-REIT managers are also slowly turning more optimistic about the future outlook. 1. Industrial – Weak organic growth Across most of the ind

Dividend by month1) singtel2) fcot sgx capitacom lian beng starhillg fct sphreit cmt3) spost  taisin lippo4) roxy5) fcot steng sgx  uob sph starhillg fct sphreit cmt cdg hcg lippo Singre6) tcil ocbc lkh7) singpost8) fcot singtel  plife  ocbc  capitacom starhillg sci steng fct singpost sphreit cmt lippo singre9)  uob tcil cdg10) sgx lian beng11) fcot taisin sgx spost  starhillg fct cmt lippo12) sph sats kshRemarks:Roxy dividend was a little of a diasppointment but will continue to hold this counter for the sake of its asset appreciation in time to come, which is slow but sure imo.Taisin dividend maintained as earnings can support it. price overvalued imo, we might see it correcting below 40c barring surprising earning report next quarters.uob scr

We’ve come to the tail end of the earnings season. As is common with every earnings season, there will be some real estate investment trusts (REITs) posting growth, some REITs posting mixed numbers, and some REITs experiencing declines. So, which are the REITs that have recently reported lower numbers? Let’s look at two of them: 1. In late July, Starhill Global Real Estate Investment Trust (SGX: P40U) released its fourth quarter and full year earnings for its fiscal year ended 30 June 2017 (FY2017). As a quick background, Starhill Global REIT’s portfolio comprises 11 mid to high-end retail properties in five countries (Singapore, Australia, Malaysia, China, and Japan). Singapore makes up 68% of the REIT’s total assets while Australia and Malaysia collectively account for 29%. In

Yesterday, Frasers Centrepoint Ltd (SGX: TQ5) released its third-quarter earnings for the financial year ending 31 September 2017 (FY16/17). The reporting period was from 1 April 2017 to 30 June 2017. Frasers Centrepoint Limited is a real-estate owner and developer with total assets of around $25 billion, as of 30 June 2017.  It divides its business into four main segments: Singapore SBU (strategic business unit), Australia SBU, hospitality SBU and international business.  Frasers Centrepoint Limited is also the sponsor and manager of Frasers Centrepoint Trust (SGX: J69U), Frasers Commercial Trust (SGX: ND8U), Frasers Logistics and Industrial Trust (SGX: BUOU) and Frasers Hospitality Trust (SGX: ACV). You can catch the previous quarter’s earnings here. Financial highlights Here’s a

Dear readers, let us watch the video above for updates on Ascendas REIT, Mapletree Industrial Trust, SIA Engineering, Sheng Siong Group, China Aviation (Singapore) Oil, Sembcorp Marine, Frasers Centrepoint Trust, CapitaLand Retail China Trust, SGX, OCBC, and UOB. (adsbygoogle = window.adsbygoogle || []).push({}); Join the emailing list to receive regular Financial and Singapore stocks newsletters too! Like" me on Singapore Stocks Investing Facebook page to receive all posts on your Facebook as well as read more articles. Follow me on Twitter too.

REITs have been a popular investment choice for many years now. Even for me, REITs constitute about 60% of my portfolio currently in sectors such as retail, hospitality and commercial.Recently, REITs prices have mostly gone up which is a good time for a review now. I will look into the different sectors and the outlook plus if there's any other opportunities to continue investing in.  It may be time to sell some REITs and invest into other opportunities too.Retail REITsFirstly, let's look at retail REITs. In Singapore, we have a few REITs which dominate the retail scene here. Capitaland Mall Trust and Frasers Centrepoint Trust owns most of the shopping malls in Singapore. Collectively, they own 22 of the major shopping malls in Singapore which are mostly near MRT stations.I have inves

Dividend by month1) singtel2) fcot sgx capitacom lian beng starhillg fct sphreit cmt3) spost  taisin lippo4) roxy5) fcot steng sgx  uob sph starhillg fct sphreit cmt cdg hcg lippo6) tcil ocbc lkh7) singpost8) fcot singtel  plife  ocbc  capitacom starhillg sci steng fct singpost sphreit cmt lippo9)  uob tcil cdg10) sgx lian beng11) fcot taisin sgx spost  starhillg fct cmt lippo12) sph sats kshRemarks:my comments:Singtel. steady blue chip counter which gives dividend  in jan and august. august dividend maintained at 10.7c. Just went XD by the time i post this. Dividend will come in the next week or two.Comfortdelgro. a transport giant. distinct pattern of raising dividend. like singtel, cdg has also gone global. vesting in this would mean hav

I had a free and easy day today after finishing errands the past few days. I messaged a long time friend who's in HK and he asked me where I'd like to meet up. I'm bored about going to Causeway Bay and Tsim Tsa Tsui since I've been there a zillion times so I asked him to meet me at Festival Walk, since I used to own the MGCCT Reits and I'm curious about how much people are raving about the mall.Festival Walk nearest MTR is Kowloon Tong on the blue line (east rail) and green line (kwun tong). From there, you walk past exit C and the mall is interconnected to it, thats a great advantage for crowd pulling.Kowloon Tong stationStill had that old fashioned train without gateExit CThe mall is huge and it spans across over 200k sqft if I recall. The mall is rather crowded considering weekends but

Great Tuesday evening! Here are three things about the local stock market and investing in general that you might be interested in today. 1. The Straits Times Index (SGX: ^STI), ended the day at 3,327.8 points, edging up by 17 points or 0.5%. The biggest winner in the index was Thai Beverage Public Company Limited (SGX: Y92), closing at S$0.965, up 1.9%. On the other hand, SIA Engineering Company Ltd (SGX: S59) was the STI component that lost the most ground. It came down 4.4% to S$3.87. 2. The earnings season is here so do check out some of the latest earnings coverage: Mapletree Logistics Trust (SGX: M44U) – click here Frasers Centrepoint Trust (SGX: J69U) – click here Parkway Life REIT (SGX: C2PU) – click here 3. NetLink NBN Trust (SGX: CJLU), which was the largest initial p

Frasers Centrepoint Trust (SGX: J69U), or FCT, released its financial results for the third quarter ended 30 June 2017 yesterday. The reporting period was from 1 April 2017 to 30 June 2017. Frasers Centrepoint Trust owns the following suburban retail properties in Singapore – Causeway Point, Northpoint and Yishun 10 Retail Podium, Anchorpoint, YewTee Point, Bedok Point and Changi City Point. It also has a 31.17% stake in Malaysia’s Hektar Real Estate Investment Trust (KLSE: 5121.KL), a listed retail-focused real estate investment trust (REIT) in the country. Frasers Centrepoint Ltd (SGX: TQ5) is FCT’s sponsor. Financial highlights With that, let’s take a look at FCT’s latest financial figures: 1. Gross revenue came in at S$43.6 million for the third quarter. This w

2017 is a special year for me as couple of milestones (in regard to investing or trading in stock market) have been reached.  One of those is being a decade of passive S-Reits investor.  Prior to 2007, I did invest in S-Reits but mostly on a short to mid term basis in which after getting dividend and seeing some capital gain just sold it off.  However, a personal experience then got me decide to become a real passive S-Reits investor. Then S-Reits were considered defensive stock (as for now whether that still valid I'm not sure) given that the company has to give out at least 90% of their earning as dividend for tax incentive.  With an average dividend yield of around 5% for the S-Reits, some even can get as high as 8% - 10%, that was very attractive compared to bank sa

Hektar REIT is Malaysia’s first retail REIT. Its portfolio currently consists of five well-established neighbourhood and regional shopping centres situated around Malaysia in Subang Jaya, Melaka, Muar, Sungai Petani, and Kulim with a combined value of RM1.09 billion. Hektar REIT’s cornerstone investor is Frasers Centrepoint Trust, part of the Fraser & Neave Group, headquartered in Singapore. The REIT is managed by Hektar Asset Management Sdn Bhd, and was formed with a vision to develop world-class shopping centres for Malaysian consumers based on international best practices. 2016 was a significant year for Hektar REIT as it marked the tenth anniversary of its listing on Bursa Malaysia. It has been a decade of growth and stability for Hektar and unitholders have been rewarded with

CMT's Bedok MallRecently, there has been a lot of negative news regarding the retail industry. Island-wide vacancy stock reached 5 million sq ft or 7.7 per cent, which is equivalent to the size of about five VivoCities. To experience how online shopping has affected retailers here, I decided to work in the retail sector during my school holidays. I am currently working at a suburban mall in the east. From my observations, the prospects of the retail sector is rather bleak. Sales are tepid and the store holds quite a large amount of inventory. Most common items can also be bought online, at a lower price.  Nonetheless, dividend-seeking investors may still be interested in retail REITs, if they are priced at a attractive valuation. Much would depend on the innovative abil