No.  Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % Category 1. Comfortdelgro   40,000 S$1.50      60,000.00 26.0% Recovery 2. Wilmar   10,000 S$4.40      44,000.00 19.0% Momentum 3. Micro-Mechanics   18,000 S$2.24      40,320.00 17.0% Dividend 4. Lendlease Reit   55,000 S$0.70      38,500.00 17.0% Dividend 5. Tencent (HK)        400 HK$522      37,285.00 16.0%

I can't believe that I'm finally turning 35 years old today.If you have been following and reading my blog, you would probably have known how significant this number is for me. After all, I started this blog more than ten years ago with a vision and mission statement (or whatever you want to call it) that the race and pursuit towards financial independence were on and I gave myself a ten years timeframe to achieve or at least get close to it by the time I turn 35.The past birthday edition articles can be found below:33rd Birthday Post: Officially 2 Years To Countdown32nd Birthday Post: A Year of Milestones30th Birthday Post: The Official Big 3 Is Here29th Birthday Post: What's The Next Target28th Birthday Post: Growing My Wealth27th Birthday Post: The Year We Got MarriedThis blog has been

The hospitality industry in Singapore has been among the hardest hit industries due to travel curbs imposed in view of COVID-19. Singapore hospitality REITs have seen their share prices crash by 40-50% between the start of year and April, and their share price recovery since then has also been tepid. However, in a post-pandemic world where normalcy eventually returns, we can possibly expect hospitality REITs to recover as pent-up demand for travel and leisure return. But how do we go about analyzing the hospitality REIT sector? In this article, I will share four areas you need to analyse before you invest in Singapore hospitality REITs. 1. Operational performance The performance of hotels can be measured with the following three key indicators: ADR Total paid room reven

Apart from just manoeuvring an economic downturn in 2020, everyone is also combating a very real health threat. The combination of this has also led to major disruptions in the way we live, work and play, accelerating economic trends that should have been years in the making. Along with this, the properties – including REITs – that enable us to live, work and play have all been impacted. In the short term, volatility may spark sharp rises and dips in market prices, in the longer-term, some types of properties may become less relevant entirely. In our REITs Report Card, which we publish each quarter, we look at how S-REITs have performed as a whole and individually. How Have Singapore REITs Fared In The YTD 2020? The iEdge S-REIT Index is a free-float market capitalisation weighted inde

Hospitality stocks such as CDL Hospitality Reit has been heavily ravaged throughout the entire period of the pandemic.The unprecedented impact on the global economy due to the Covid-19 pandemic, which led to an initial global close down and the few weeks of a circuit breaker, has never before been seen in the human history of mankind. This shock factor leads to the rapid market crash back in March which accentuated the problems due to the debt-heavy fuelled model with cheap liquidity over the last 10 years since the GFC days.During a pandemic event like this, naturally, industries such as airlines, cruises, retails, and hospitalities become a casualty as tourism fled countries and people shy away from temporarily flying to these hot-spot areas.As a result, this causes businesses to fa

No.  Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. Silverlake 200,000 S$0.25      50,000.00 25.0% 2. Wilmar   11,100 S$4.26      46,860.00 22.0% 3. Comfortdelgro   15,000 S$1.47      22,050.00 10.0% 4. Baba (HK)        200 HK260        9,335.00 5.0% 5. GA Pack (HK)     9,000 HK2.83        4,675.00 2.0% 6. Ho Bee Land        300 S$2.12           636.00 1.0% 7. Warchest    S$5,000      68,000.00

In previous post, I did calculations for DPU downfall for SREITs with more than 5% income support in their distribution. For this post, we will look at another aspect in which SREITs use its capital distribution to boost their DPU. I will only focus on SREITs with more than 5% capital distribution from disposal in their distribution.Before we start, we will need to set the definition right. There are quite a numbers of SREITs that used the phrase "capital distribution" in their Distribution Statement and this misled a lot of people to think that such dividend is from their cash holding. In fact, most "capital distribution" are refer to distributable income from oversea properties. In tax perspective, income from oversea properties is considered as "capital distribution". Of course, distrib

Dear readers, yesterday I shared the fourteen Oversold Singapore Straits Times Index (STI) stocks as of 26 Jun 2020. Today, let us look at the oversold Singapore Reits and Trusts right now. The twelve oversold Singapore Reits and Trusts are: ARA Hospitality Trust USD CapitaRetail China Trust  CDL Hospitality Trust EC World Reit Far East... The post TWELVE OVERSOLD SINGAPORE REITS TRUSTS REVEALED appeared first on SG STOCKS INVESTING: SAVINGS, GRATITUDE (SG) & STOCKS INVESTING! SAVE MORE, BE GRATEFUL AND INVEST BETTER!.

So the long awaited black swan, in the form of the invisible coronavirus, has finally arrives... The event this year is unprecedented.  How could we ever imagine such things as cross-border travel and businesses would come to almost a complete halt? I have been through the Lehman brothers' crash, although my portfolio was very much smaller at that time.  My REIT counters accounted for almost half of my portfolio this time, and it is time to do a review on their performace so far.1. Industrial Reits Grade A: Keppel DC Reit, Ascendas Reit, Frasers L&C Tr.- Strong performance, still above my average price.Grade B: Aims APAC Reit. - In green territory, still above my cost price (with dividends collected).Grade C: Cromwell Reit, ARA LOGOS Log Tr.- In red territory, even

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 →

Based on 4Q 2019 Result. Click to Enlarge* Ascendas India Trust and Dasin Retail Trust are Business Trusts.The above table is extracted from spreadsheet in SREITs Data page.Dividend Yield:YieldAverageMedianLowestHighestHealthcare8.10%8.10%4.34%11.86%Retail9.16%8.32%5.48%18.13%Office8.18%7.55%4.97%12.02%Hospitality17.49%11.35%9.4%42.71%Industrial8.37%7.66%3.54%13.4%Logistics9.52%10.43%5.07%12.14%* Based on REIT Major SectorFinancial Metrics:Financial MetricsUnitAverageMedianLowestHighestPrice/ NAVtime0.790.710.151.91Market Cap, BS$2.00B0.96B0.17B10.04BProperty Yield (Annualized)%5.895.843.399.30Distribution on Management Feestime8.378.343.9719.02Distribution on Capital (Annualized)%4.114.091.605.64Distribution Margin%52.3554.9821.1771.32* SREITs in Foreign Currencies converted to