Information Technology (IT) is everywhere in modern world, a stock with strong IT related business would have bright future for investment.  Therefore, an investor may consider 28 IT stocks in Singapore, especially those defensive growth stocks. In this article, you will learn from Dr Tee on 4 Singapore IT Giant Stocks which are efficient in making money with economic moat but having mixed impacts during COVID-19 stock crisis. Bonus for readers who could read every words of the entire article: 7 global IT giant stocks. 1) IT Retail Giant Stock – Challenger Technologies (SGX: 573) 2) Software Giant Stock – Silverlake Axis (SGX: 5CP) 3) Data Center Giant REITs – Keppel DC Reit (SGX: AJBU) – Mapletree Industrial Trust (SGX: ME8U) Ne

 2020 marks the year that I've invested in Kep Corp for a decade and this is the 6th stock in my Investing Portfolio after Genting, First Reit, SingPost, CapitaMall Trust and SIA in the "10-years club".Probably nothing to cheer about given the price now is $4.28 (closing price on 18th Sep 2020) with reference to my holding price of $7.4156, a paper loss of 42.64%.  However, that was offset by the dividend collected for the past 10 years, 49.10% to make it overall still a profitable investment for 10 years.  For these 10 years of holding, there were some key events going on as a shareholder.  First, was given bonus share in 2010 as it helped to lower my initial investing price of $8.14/share to what it is today and K-Green Trust share when it decided to list it then

Having a strong sponsor or major shareholder is crucial for stock investment, especially during period of uncertainty such as COVID-19 stock crisis.  In this article, Dr Tee will review these 7 Temasek stocks with 4 major corporate actions: 1) Keppel Corp (SGX: BN4) – Abandon of Partial Acquisition by Temasek 2) Sembcorp Industries (SGX: U96) & Sembcorp Marine (SGX: S51) – Successful Demerger under Temasek 3) Singapore Airlines, SIA (SGX: C6L) – Impact of Rights & Bonds Issues for Survival 4) CapitaLand Mall Trust (SGX: C38U) & CapitaLand Commercial Trust (SGX: C61U) – Merger of CapitaLand (SGX: C31) Giant REITs with coming change in 30 STI component stock with Keppel DC REIT (SGX: AJBU) Temasek helps to manage national wealth of Sin

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

Singapore REITs are popular investment for passive income through stable dividend stocks. In this article, you will learn on how to invest in 21 giant stocks from 42 Singapore REITs and 16 Business Trusts with 3 key strategies (Striker / Mid-fielder / Defender) in 8 categories: 1) Retail REITs 2) Office REITs 3) Industrial REITs 4) Healthcare REITs 5) Diversified REITs 6) Data Center REIT 7) Hospitality REIT 8) Business Trusts There are 6 Singapore REITs which are also Business Trusts, so total there are 42 + 16 – 6 = 52 Singapore REITs and Business Trusts as of current stock market. Currently, out of 30 STI Index stocks, 5 are REITs. Soon, SPH (SGX: T39) with declining trading market capitalization (lower share price and/or lower trading volume) will be r

Temasek stocks of Sembcorp Industries SGX: U96, parent stock) and Sembcorp Marine (SGX: S51, subsidiary stock) just announce 2 bundled corporate actions of rights issue for Sembcorp Marine and then demerger from Sembcorp Industries. In this article, Dr Tee will compare both Sembcorp stocks and share the possible causes and effects of such actions with deeper analysis. Recently, Temasek stock of Singapore Airlines, SIA (SGX: C6L) just completed the rights and mandatory convertible bonds (MCB) issues to inject extra capital to save the company from Covid-19 crisis encountered in airlines sector with over 90% drop in number of flights. Temasek would become the sponsor to take up additional rights and bonds if not taken up by other shareholders. Temasek may have modified the “res

Keppel Corporation is a Singaporean conglomerate which has several affiliated business segments that operate in the following industries (the segments’ percentage contribution to the group’s FY2019 revenue in brackets): Infrastructure (39%): Energy and environmental infrastructure, logistics, and data centresOffshore & Marine (O&M) (29%): Offshore rig design, construction, ship design and repairProperty (18%): Property developmentInvestments (14%): Asset management, master development Keppel has operations worldwide from the Middle East to North America to Brazil. However, it usually draws the bulk of its revenue from Singapore, followed by China. I attended Keppel’s virtual AGM to find out more about how COVID-19 has impacted its operations and about its touted Vis

This article was first published on 19 June 2018 and updated with the latest information. This article contains links to our affiliate partners. DollarsAndSense may receive a share of revenue from your sign-ups. Real Estate Investment Trusts (REITs) is a popular type of investment in Singapore. In fact, it is so popular that Singapore has grown to become the largest REIT market in Asia ex-Japan. This is mainly down to two reasons. #1 REITs are essentially property investments. Singaporeans’ fascination for property investments stem from its meteoric rise since our island nation gained independence. 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

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

Dear readers, there are two overbought Singapore Reits and Trusts currently trading on the Singapore Stock Exchange. The two Reit and Trust are: Cromwell Reit Keppel Infrastructure Trust Cromwell Reit is currently undervalued as it trades at a Price-to-Book ratio of 0.775. The dividend yield of the Reit is at 10.2% (high price mainly contributed... The post TWO OVERBOUGHT SINGAPORE REITS, TRUSTS REVEALED! appeared first on SG STOCKS INVESTING: SAVINGS, GRATITUDE (SG) & STOCKS INVESTING! SAVE MORE, BE GRATEFUL AND INVEST BETTER!.

Someone in the financial independence chat asked whether I could make an analysis on Keppel Infrastructure Trust (KIT). I think there is not much changes or novelty for me to do an analysis on the stock but I could share some of my thoughts about it. Keppel Infrastructure Trust is structured as a Business Trust. It also gives a good dividend. Currently, it pays $0.0093 a quarter. This works out to be 7.5% dividend yield based on the traded price of $0.495. Keppel infrastructure trust was formed through the merger of two utility-like companies Cityspring Trust and K-Green trust. Back then, both trust needed each other. K-green do not have debt but the portfolio is made up of utility concession that is rather short. Cityspring is leveraged, has a problem holding in Basslink.

Note: This article has been edited to incorporate clarifications from KIT. Sign up & unlock articles! Will Singapore’s largest infrastructure business trust, Keppel Infrastructure Trust (KIT share price), be the last man standing? Amid the violent upheaval in the stock market, it seems that KIT share price will fight to the very end. On 10 March 2020, I wrote that KIT share price would be stung by the collapse of the oil price. Indeed, the following day, KIT share price collapsed from $0.51 to reach a crazy low of $0.36 on 19 March 2020. The meltdown prompted the management to conduct shares buyback to halt the collapse of KIT share price. By 3 April 2020, 4.75 million of KIT shares had been repurchased. KIT share price safe haven from virus? KIT share price to suffer same fate

I am becoming lazy to doing updates... Time flies and 2019 is gone.  All my tradings are done and all dividends are collected.  It is time to do a final review on my portfolio's performace in 2019.Top 30 positions of my portfolio at end 2019:1. SGX2. UOB3. CMT4. SATS5. OCBC6. FCT7. Keppel DC Reit8. ParkwayLife Reit9. AIMS APAC Reit10. Keppel Corp11. CDL HTrust12. Mapletree Com Tr13. SPH14. Suntec Reit15. SingTel16. SPH Reit17. Frasers Com Tr18. Ascendas Reit19. Starhill Global Reit20. Capitaland21. Frasers L&I Tr22. Keppel InfraTr23. Bukit Sembawang24. SIA Engg25. Sembcorp Indust26. VICOM27. ST Engg28. Frasers Property29. Cache Log Tr30. Netlink NBN TrTotal dividends collected in 2019: $17,124.43Average monthly dividends: $1,427.04 (7.2% up cf. 2018)Portfolio yield: 4.78

STI closed at 3222.83DBS  ($25.88)UOB ($26.41)SPH   ($2.18)NetLink Trust ($0.945)SingTel ($3.37)StarHub ($1.42)CityDev ($10.95)Keppel Infra Trust ($0.54)Olam ($1.81)Wilmar ($4.12)SIA ($9.04)Keppelcorp ($6.77)SembCorp ($2.29)SIA Engineering ($2.82)CDL Trust ($1.62)AsiaPay TV Trust ($0.169)Capital China Trust ($1.61)Ascendas India Trust ($1.55)Lippo Malls Trust ($0.225)SuntecReit ($1.84)OUE Comm Trust ($0.565)StarHillGlobal Reit ($0.725)MapleLogistics Trust ($1.74)SATs ($5.06)First Reit ($0.995)KReit ($1.24)Accordia Golf Trust ($0.67)SoilBuild Trust ($0.52)HPH Trust ($0.235)AscotReit($1.33)SingPost ($0.935)Comfortdelgro ($2.38)Noble ($0.081)Dutech ($0.27)Ezion ($0.046)SunningdaleTech($1.33)Kimly($0.245)UOL ($8.32)DBS$800M4.7%NCPS ($102.8)SBDEC17 GX17120W (25,000)SBJUN18 GX1806

In my previous free cashflow analysis post using Frasers Commercial Trust, I have briefly sidetracked to touch on the problematic nature of Business Trust and that Netlink Trust is another business that actually borrows from the bank to finance its current high dividend distribution of 5.42% (based on 9 Sep 2019 closing price of S$0.90) and that it will most likely not be sustainable in the long run due to a deficit of <S$33Mil>. I will illustrate this using a shortcut methodology below and discuss some of the main technical points:1. Is interest paid for loans an operating activity or financing activity?The good thing about Netlink Trust financial statements is that unlike many companies which deemed interest paid as “Net cash used in financing activities”, financing cost p

Top 30 in my portfolio: No. STOCK NAME No.of SHARES PORTFOLIO% MARKET $ 1SGX6,00013.458.202UOB1,0477.1424.963CapitaLand Mall Tr9,0006.522.654FCT7,0005.262.755SATS4,0005.254.806OCBC Bank1,4994.3610.657ParkwayLife Reit5,0004.223.098AIMS APAC Reit10,5844.081.419CDL HTrust9,0003.941.6010Keppel DC Reit7,4003.701.8311Keppel Corp2,3003.675.8412SPH6,0003.261.9913Suntec Reit5,8003.061.9314Mapletree Com Tr4,8002.992.2815SingTel3,1902.763.1716SPH Reit8,5002.531.0917Starhill Global Reit12,0002.460.7518Frasers Com Tr5,3182.381.6419Frasers L&I Tr6,0002.001.2220CapitaLand2,0001.903.4721Keppel InfraTr12,0001.690.51522Ascendas Reit2,0001.683.0823Bukit Sembawang1,0001.395.0724Sembcorp Indust1,8001.022.0725SIA Engg1,5001.002.4326ST Engg8000.863.9427Frasers Property1,8000.861.7528Cache Log Tr4,0

Top 30 in my portfolio: No. STOCK NAME No.of SHARES PORTFOLIO% MARKET $ 1SGX6,00012.837.922UOB1,0477.4626.403CapitaLand Mall Tr9,0006.372.624SATS4,0005.214.825FCT7,0004.932.616OCBC Bank1,4994.6711.547AIMS APAC Reit10,5844.231.488ParkwayLife Reit5,0004.133.069CDL HTrust9,0003.991.6410Keppel Corp2,3003.976.4011SPH6,0003.582.2112Keppel DC Reit7,4003.421.7113Suntec Reit5,8002.991.9114SingTel3,1902.873.3315Mapletree Com Tr4,8002.682.0716Starhill Global Reit12,0002.580.79517SPH Reit8,5002.461.0718Frasers Com Tr5,2412.281.6119CapitaLand2,0001.953.6220Frasers L&I Tr6,0001.941.2021Ascendas Reit2,0001.653.0622Keppel InfraTr12,0001.650.5123Bukit Sembawang1,0001.485.5024Sembcorp Indust1,8001.142.3425SIA Engg1,5001.072.6526ST Engg8000.924.2427Frasers Property1,8000.881.8128Cache Log Tr4,0

Top 30 in my portfolio: No. STOCK NAME No.of SHARES PORTFOLIO% MARKET $ 1SGX6,00012.767.922UOB1,0477.3526.133CapitaLand Mall Tr9,0006.362.634SATS4,0005.615.225FCT7,0004.892.606OCBC Bank1,4994.5911.407AIMS APAC Reit10,5844.121.458Keppel Corp2,3004.116.669ParkwayLife Reit5,0004.073.0310CDL HTrust9,0003.941.6311SPH6,0003.932.4412Keppel DC Reit7,4003.321.6713Suntec Reit5,8003.021.9414SingTel3,1903.003.5015Mapletree Com Tr4,8002.692.0916Starhill Global Reit12,0002.500.77517SPH Reit8,5002.441.0718Frasers Com Tr5,2412.351.6719Frasers L&I Tr6,0001.951.2120CapitaLand2,0001.903.5321Ascendas Reit2,0001.683.1222Keppel InfraTr12,0001.630.50523Bukit Sembawang1,0001.555.7724Sembcorp Indust1,8001.162.4125SIA Engg1,5001.012.5126Frasers Property1,8000.901.8727ST Engg8000.894.1428Cache Log Tr4,

Top 30 in my portfolio: No. STOCK NAME No.of SHARES PORTFOLIO% MARKET $ 1SGX6,00012.877.382UOB1,0477.1523.503CapitaLand Mall Tr9,0006.312.414SATS4,0005.905.075OCBC Bank1,4674.5110.576ParkwayLife Reit5,0004.352.997FCT6,0004.222.428CDL HTrust9,0004.211.619AIMS APAC Reit10,3764.191.3910SPH6,0004.082.3411Keppel Corp2,3004.036.0312Keppel DC Reit7,4003.361.5613Suntec Reit5,8003.071.8214SingTel3,1902.973.2015Mapletree Com Tr4,8002.671.9116SPH Reit8,5002.571.0417Starhill Global Reit12,0002.560.73518Frasers Com Tr5,2412.291.5019Frasers L&I Tr6,0001.991.1420CapitaLand2,0001.873.2221Ascendas Reit2,0001.702.9222Keppel InfraTr12,0001.620.46523Bukit Sembawang1,0001.625.5824Sembcorp Indust1,8001.262.4125SIA Engg1,5001.062.4226Frasers Property1,8000.941.8027ST Engg8000.913.9128Cache Log Tr4,

Top 30 in my portfolio: No. STOCK NAME No.of SHARES PORTFOLIO% MARKET $ 1SGX6,00012.527.382UOB1,0478.2427.833CapitaLand Mall Tr9,0006.162.424SATS4,0005.925.235OCBC Bank1,4675.0212.106Keppel Corp2,3004.406.777SPH6,0004.262.518AIMS APAC Reit10,3764.171.429ParkwayLife Reit5,0004.092.8910CDL HTrust9,0004.071.6011FCT6,0004.062.3912Keppel DC Reit7,4003.161.5113Suntec Reit5,8003.031.8514SingTel3,1902.863.1715Mapletree Com Tr4,8002.621.9316Starhill Global Reit12,0002.580.7617SPH Reit8,5002.481.0318Frasers Com Tr5,1572.161.4819Frasers L&I Tr6,0002.001.1820CapitaLand2,0002.003.5321Ascendas Reit2,0001.703.0022Keppel InfraTr12,0001.610.47523Bukit Sembawang1,0001.615.6924Sembcorp Indust1,8001.352.6625SIA Engg1,5001.062.5026Frasers Property1,8000.951.8627ST Engg8000.903.9628Cache Log Tr4,0