1. SPH REIT --  10th Jan 20202. SPH  -- 13rd Jan 20203. FrasersCom Trust  --  15th Jan 20204. Mapletree NACT  --  17th Jan 20205. Kep Infra Trust  --  20th Jan 20206. Mapletreelog Trust  --  20th Jan 20207. Kep DC REIT  --  21st Jan 20208. Kep Pac Oak US REIT  --  21st Jan 20209. MapletreeInd Trust  --  21st Jan 202010. Kep REIT  --  22nd Jan 202011. MapletreeCom Trust  --  22nd Jan 2020 12. Suntec REIT  --  22nd Jan 202013. Parkway Life  --  22nd Jan 202014. Frasers Cpt Trust  --  22nd Jan 202015. CapitaMall Trust  --  22nd Jan 202016. CapitaCom Trust  --  22nd Jan 202017. Kep Corp  --  23rd Jan 202018. SGX  --  23rd Jan

Investment Portfolio1. Received MapletreeInd Trust dividend of 3.36 cents/unit2. Received Kep DC Reit dividend of 1.95 cents/unit3. Received CapitaMall Trust dividend of 3.11 cents/unit4. Received Frasers Cpt Trust dividend of 3.06 cents/unitStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$2.52+115.61%+96.07%First REIT$0.5973$1.01+68.69%+129.22%Genting SP$0.5314$0.86+61.25%+31.99%KepCorp$7.4156$6.68-10.29%+47.07%SIA$12.028$8.55-29.32%+37.78%SingPost$1.0093$0.895-11.90%+51.74%MapletreeInd Trust$0.8143$2.78+239.95%+84.06%Kep DC Reit$0.9946$2.26+126.58%+28.28%Frasers Cpt Trust$1.9021$2.88+50.45%+17.90%Unrealized+48.21%+68.69%Strategic--CostRealized(% of Non-Strategic cost)SummaryTotal Unrealized**+32.36%--Total Realized (Strategic)**+639.

FTSE STI ended 2019 at 3222.83 compared with 3068.76 a year ago, representing a gain of  154.07 point or 5.02%.  It was a good year for global stock market with US markets leading the top performance of more than 20% for the year.  This happened despite the year long ongoing trade war between the US and China which started in 2018.  After few round of tit-for-tat sparring between the 2, they have finally reached a "Phase One" deal to prevent further escalation.  The deal as of now is expected to be signed on the 15th January 2020.  Much detail on the deal still remain unclear.  Since it is just a "Phase One" and not sure how many more phases it can go on, expectation for the "Phase One" should not remain high and of any high quality.  The following s

Investment Portfolio1. Divested CapitaR China Trust @ $1.5992/unit2. Total Realized (Strategic) = +639.12% or +27.34% (% of Non-Strategic cost)3. Total Realized (Portfolio) increased from +10.73% to $29.08%4. Cash holding increased from +29.75% to +32.89%StockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$2.46+110.45%+93.39%First REIT$0.5973$0.995+66.19%+129.22%Genting SP$0.5314$0.920+72.53%+31.99%KepCorp$7.4156$6.77-9.08%+47.07%SIA$12.028$9.04-25.25%+37.78%SingPost$1.0093$0.935-7.94%+51.74%MapletreeInd Trust$0.8143$2.60+217.85%+79.94%Kep DC Reit$0.9946$2.08+108.49%+26.32%Frasers Cpt Trust$1.9021$2.81+46.78%+16.29%Unrealized+46.74%+68.15%StrategicKep REIT--$1.2394123.94 cents/share24.61 cents/unitFrasersCom Trust--$1.6993169.93 cents/shar

The weekly 4 Stocks This Week column on DollarsAndSense was started in 2017 with a simple objective was simple: to provide a convenient read each week for busy investors to stay updated with what is happening on the Singapore Exchange. 4 Stock This Week is not a recommendation from us to buy or sell any of the stocks that wke feature. Its purpose is to highlight interesting stocks that investors should be aware of, rather than to analyse these stocks. For this week’s edition, instead of the usual coverage of four stocks, we’ll do a year in review of the other 51 instalments of 4 Stocks This Week that our team has written in 2019. Over the past year (51 weeks), we’ve covered 123 SGX-listed stocks, 4 ETFs and 8 Daily Leverage Certificates. The most covered stock was Sas

Small-cap stocks generally refer to companies with a relatively small market value of about $300 million to $1 billion. They may not be as well-known but offer great growth potential that comes with much higher returns. This week, we take a look at the FTSE ST Small Cap Index. It’s an index that represents the performance of small-cap companies that pass size, free float and liquidity screens. These companies also trade on the SFX Mainboard. The Index comprises of 49 constituents –19 Real Estate Investment Trusts (REITs) and 30 companies. They make up a combined market cap of about S$40 billion. The 2019 year-to-date (YTD) figures revealed that the FTSE ST Small Cap Index generated a total return of 13.3%, outperforming the benchmark Straits Times Index (STI) which stood at 8.9%. Let�

Investment Portfolio1. Received SingPost dividend of 0.50 cents/share2. Received SIA dividend of 8 cents/share3. Received First REIT dividend of 2.15 cents/unitStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$2.52+115.61%+93.39%First REIT$0.5973$1.03+72.03%+129.22%Genting SP$0.5314$0.925+73.47%+31.99%KepCorp$7.4156$6.72-9.75%+47.07%SIA$12.028$9.19-24.00%+37.78%SingPost$1.0093$0.925-8.93%+51.74%MapletreeInd Trust$0.8143$2.51+206.81%+79.94%Kep DC Reit$0.9946$2.00+100.45%+26.32%Frasers Cpt Trust$1.9021$2.76+44.15%+16.29%Unrealized+46.99%+68.15%StrategicKep REIT--$1.2394123.94 cents/share24.61 cents/unitFrasersCom Trust--$1.6993169.93 cents/share7.20 cents/unitMapletreeCom Trust--$2.0596205.96 cents/share26.87 cents/unitMapletreelog Trust-

1. SPH REIT  --  10th Oct 20192. Kep Infra Trust  --  14th Oct 20193. Kep DC REIT  --  15th Oct 20194. Kep Pac Oak US REIT  -- 15th Oct 20195. MapletreeCom Trust  --  15th Oct 20196. Kep REIT  --  16th Oct 20197. Kep Corp  --  17th Oct 20198. SPH  --  17th Oct 20199. CapitaMall Trust  --  21st Oct 201910. Mapletreelog Trust  --  21st Oct 201911. MapletreeInd Trust  --  22nd Oct 201912. FrasersCom Trust  --  22nd Oct 201913. Frasers Cpt Trust  --  23rd Oct 201914. Suntec REIT  --  23rd Oct 201915. CapitaCom Trust  --  23rd Oct 201916. SGX  --  24th Oct 201917. MNACT  --  25th Oct 201918. CapitaR China Trust  --  25th O

Investment Portfolio1. Increased Kep DC Reit holding by 13.64% due to preferential offering at $1.71/unit.  Holding price increased from $0.9174/unit to $0.9946/unit2. Cash decreased from +31.03% to $29.75% due to preferential offering of Kep DC Reit3. Received CapitaMall Trust dividend of 3.06 cents/unit4. Received Frasers Cpt Trust dividend of 2.913 cents/unitStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$2.54+117.33%+93.39%First REIT$0.5973$1.02+70.36%+125.62%Genting SP$0.5314$0.94+76.30%+31.99%KepCorp$7.4156$6.86-7.86%+47.07%SIA$12.028$9.41-22.17%+36.99%SingPost$1.0093$0.96-5.47%+51.24%MapletreeInd Trust$0.8143$2.55+211.72%+79.94%Kep DC Reit$0.9946$2.00+100.45%+26.32%Frasers Cpt Trust$1.9021$2.75+43.62%+16.29%Unrealized+48.2

Investment Portfolio1. Received CapitaR China Trust preferential share of $1.44/unit, increasing holding by 11.03%, increasing Strategic Cost from $0.2378/share to $0.2424/share2. Cash reduced from 31.36% to 31.00% due to CapitaR China Trust preferential share subscription3. Divested FrasersCom Trust at $1.6993/unit4. Received Genting SP dividend of 1.5 cents/share5. Received Kep DC Reit advanced distribution of 1.81 cents/unit due to placement & preferential offering of 105 unit for every 1000 unit at $1.71/unit6. Received MapletreeInd Trust advanced distribution of 2.93 cents/unit due to private placement7. Strategically reduced SIA holding price from $12.0697/share to $12.0280/share.8. Cash holding increased from 31.00% to 31.03% due to strategic reduction of SIA cost.9. Received Ca

Singapore has a long-term vision of being a Smart Nation, and Prime Minister (PM) Lee Hsien Loong spoke on this at the Smart Nation Summit held in June this year. This vision was outlined five years ago as Singapore transitioned to a wired and connected economy, and with a technologically-literate population, easy access to smartphones and laptops, as well as good IT infrastructure, the vision has progressed well over the years. PM Lee also outlined three important characteristics for Singapore in order to make the Smart Nation initiative a reality: strong engineering capabilities, more leaders and managers who can differentiate between what is real and what is fluff, and a society that embraces science and technology instead of fearing it. On the first point, I believe we have many compa

Finally, after 2 years and 4 months, I've double the holding in Valuetronics Holdings Ltd at $0 cost.Started investing in Valuetronics Holdings Ltd in Jun 2017 taking the opportunity of then 1 for 10 bonus issue (refer here).  During those periods was waiting for opportunity to add more at bargain valuation after putting aside designated capital in the Stock Incubator portfolio.  At the same time feeling nothing to lose also adopt the 孙子兵法 strategy that I was using in the Strategic portion of my Investment portfolio.  Slowly and with utmost patience, a milestone has reached whereby the holding is doubled, all at $0 cost.  Not to mention has been collecting dividend along the way.  Based on the closing price of $0.69 on 25th Oct 2019 and assuming I've invest

When we invest in the stock market, we typically want to grow our wealth. This comes in two main ways – either in long-term price appreciation or receiving a dividend payout. According to SGX, analysts are recommending that investors include high-yielding and defensive stocks, on the back of increasing geopolitical uncertainty and slowing global growth. To find these companies, we can look at the FTSE ST Small Cap Index, which has a combined market capitalisation of $37 billion, and comprise 49 constituents, out of which 20 are REITs. The dividends these companies pay us can be used to provide added financial muscle in subsequent investments we make, give us the freedom of going on a holiday or making a luxury purchase for “free”, or even allow us to use for our living expenses if we

A Full Analysis on Valuetronics Holdings LtdValuetronics Holdings Ltd (Valuetronics) is an electronic manufacturing services provider based in Huizhou, headquartered in Hong Kong, and listed on the SGX.The post A Full Analysis on Valuetronics Holdings Ltd appeared first on Value Invest Asia.

Investors constantly engage in an elusive search for companies that are both cheap and great. For both conditions to be fulfilled is not an easy task, as many companies are either cheap for a good reason or great but trade at expensive valuations. In some cases, though, companies could be mispriced because of either a lack of awareness or some misunderstanding regarding their business model or prospects. When reviewing traits that make a great company, we should take into account not just quantitative factors (though these are obviously important), but also qualitative factors such as the track record of the company, its reputation and also its market share. Companies that have a strong operating track record with a prudent and competent management team can compound investors’ wealt

The Straits Times Index (SGX: ^STI) is up just 1.2% so far for the year. With the US-China trade war, Hong Kong protests, Brexit, and general economic slowdown worrying investors, it’s not surprising to see the Singapore stock market languishing. If you are looking for stock ideas amid all the macro fears, you have come to the right place. Using our data provider, S&P Global Market Intelligence, and a Magic Formula methodology popularised by Joel Greenblatt, we found some of the best stocks for the month that could go on to perform well. The basic premise of the Magic Formula is to find the 30 best shares in the market as ranked by their cheapness and their quality and to hold on to that basket of shares for a year before repeating the ranking process. For a deeper underst

Investment Portfolio1. Entitled to CapitaRChina Trust scrip or cash dividend of 6.29 cents/unit2. Entitled to CapitaRChina Trust preferential offering of 87 units for every 1000 units @ $1.443. Received SingPost dividend of 0.50 cents/share4. Received First REIT dividend of 2.15 cents/unit5. Divested MapletreeCom Trust @ $2.0596/unit6. Divested Kep REIT @ $1.2394/unit7. Divested Mapletreelog Trust @ $1.5497/unit8. Received FrasersCom Trust scrip dividend, increasing holding by 1.47%, reducing Strategic cost from $0.2151/unit to $0.2144/unitStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$2.65+126.79%+90.76%First REIT$0.5973$1.00+67.02%+125.62%Genting SP$0.5314$0.89+66.89%+29.17%KepCorp$7.4156$5.84-21.61%+47.07%SIA$12.0697$8.83-27.25%+3

Electronic companies can be great candidates for investment if they check all the right boxes, as the focus in the last few years has been on the technological advancements in computers and the internet. This has created a booming industry that has caused demand to surge for electronic components and parts. While some believe the industry remains inherently cyclical and is subject to sharp booms and busts, others feel the cycle has lengthened enough for most companies to be able to make consistent profits. A previous article of mine had questioned whether electronic companies’ businesses had peaked. Though it may seem that many companies in this industry have seen weakening revenue and profit numbers on a year-on-year basis, it still seems worthwhile for investors to sift out the st

Investors almost always react positively to the word “bonus,” as this seems to send a signal that the company is both prosperous and generous. Be it bonus dividends (usually known as “special dividends”) or a bonus share issue, investors usually view such companies in a positive light and get the impression that the company must be doing something right. I decided to analyse this phenomenon a bit more closely. Does the issuance of bonus shares imply that a company is performing well? And can that performance be sustained over an extended period of time? Or should investors become warier when companies undertake such corporate actions given that it may signify a peak in their business cycles? Below are two examples of companies that have issued bonus shares. The sha

In this 3-part series, we summarise six M&A investment themes from DBS for investors to consider as an alpha generating investment strategy. In the last article, we highlighted two M&A investment themes in the REIT and healthcare space. In this article, we focus on two M&A investment themes in the tech sector: ‘Consolidating Tech For More Gains’ and ‘Cash Is King’. Investors Takeaway: ‘Consolidating Tech For More Gains’ & ‘Cash Is King’ ⦁ Technology Sector – Consolidate For More Gains The global economy is facing a confluence of risks, which could severely disrupt economic activity and inflict significant damage on longer-term development prospects. One of the sector that is hit the hardest is the tech sector. The supply chain that spans across Asia has