1.  SPH REIT  --  6th Oct 20202. SPH  --  13th Oct 20203. Keppel REIT  --  19th Oct 2020  (Business Update)4. Mapletreelog Trust  --  19th Oct 20205. Keppel DC Reit  --  20th Oct 2020  (Business Update)6. Keppel Pac Oak US REIT  --  21st Oct 2020  (Business Update)7. Keppel Infra Trust  --  21st Oct 2020  (Business Update)8. CapitaCom Trust  --  21st Oct 20209. MapletreeCom Trust  --  22nd Oct 2020 10. CapitaMall Trust  --  22nd Oct 202011. Ascendas Reit  --  26th Oct 2020  (Business Update)12. MapletreeInd Trust  --  27th Oct 202013. Starhill Global REIT  --  28th Oct 2020  (Business Update)14. Kep Corp  --  29t

World has the largest IPO of all time with listing of Ant Finance (Ant Group, HKEX: 6688) on 5 Nov 2020, right after US presidential election but some retail investors are disappointed of could not get a piece of pie.  In fact, there are many proven technology giant stocks globally with great potential ahead, there is no need to invest in an emerging technology stock during IPO. In this article, you will learn from Dr Tee on 10 US and Hong Kong Internet Giant Stocks (FANG-MAN-ATM) for longer term investing and / or short term trading with impact of COVID-19 crisis. Bonus for readers who could read every words of the entire article, learning alternative way of investing in all these giant stocks with limited capital. 1) FANG Stocks – Facebook (NASDAQ: FB) – Ama

Electronics industry has been backbone of Singapore economy for decades since independence. In the current internet era, demand for electronics related products has been increasing, supporting the share prices.  Therefore, an investor may consider 60 electronics technology stocks in Singapore, especially those with growing businesses. In this article, you will learn from Dr Tee on 9 Singapore Electronics Giant Stocks for longer term investing and / or short term trading with impact of COVID-19 crisis. Bonus for readers who could read every words of the entire article, additional references on 5G related stocks. 1) Electronics Giant Stocks – Venture Corporation (SGX: V03) – Valuetronics Holdings (SGX: BN2) 2) Computer / IT Giant Stocks – Powerma

China is world No 2 economy, therefore there are many China business related stocks in the world (Singapore, China, Hong Kong, Taiwan, US). The quality of China related stocks could vary significantly, including 111 S-Chip stocks in Singapore with 20% weak stocks are suspended and also some strong China stocks could double the share price in a short period. In this article, you will learn from Dr Tee on 4 China related Giant Stocks which are efficient in making money with strong business growth in Greater China market (China, Hong Kong, Taiwan). Bonus for readers who could read every words of the entire article, learning unique strategy for each giant stock. 1) Singapore All-Rounded Giant Stock (S-Chip / A-Share) – Tianjin Zhongxin Pharmaceutical Group (SGX: T14 / China

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

Investment Portfolio1. Strategically increased Lendlease Reit holding by 40% at $0 cost2. Strategically diversify SIA to SIA + SATS, increased overall holding by 6.25%, reduced overall holding price from $6.3745/share to $5.8764/share, market price tracked both SIA and SATS3. Strategically increased Frasers Cpt Trust holding by 6.25%, reduced holding price from $1.9021/share to $1.7902/share -- a key strategy for the ongoing preferential rights offeringStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$1.93+64.85%+98.61%First REIT$0.5973$0.435-27.38%+136.67%Genting SP$0.5314$0.67+25.51%+36.69%KepCorp$7.4156$4.45-40.35%+49.10%SIA-SATS$5.8764$3.0935 #-47.65%+27.29%SIA MCBz300608$1.00$0.9575 #-4.32%SingPost$1.0093$0.645-36.66%+53.42%Mapletr

Investment Portfolio1. Received First RREIT dividend of 0.44 cents/unit2. Received Kep Corp dividend of 3 cents/share3. Received STI ETF dividend of 5.90 cents/share4. Received Lendlease dividend of 1.758 cents/unit5. Updated CapitaR China Trust dividend of 3.02 cents/unit6. Strategically increased Lendlease Reit holding by 66.67% at $0 cost7. Locked First Reit in floating priceStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$1.96+67.43%+98.61%First REIT$0.5973$0.5141 #-14.14%+136.67%Genting SP$0.5314$0.700+31.15%+36.69%KepCorp$7.4156$4.58-38.60%+49.10%SIA$6.3745$3.65-43.03%+37.78%SIA MCBz300608$1.00$0.96 #-4.07%SingPost$1.0093$0.70-31.22%+53.42%MapletreeInd Trust$0.8143$3.05+273.09%+91.13%Kep DC Reit$0.9946$2.91+191.88%+32.68%Frasers

Investment Portfolio1. Received MapletreeInd Trust advanced distribution of 2.90 cents/unit2. Added LendLease Reit to Strategic section at $0 cost3. Received SingPost dividend of 1.2 cents/share4. Received Kep DC Reit dividend of 4.375 cents/unit5. Received CapitaMall Trust dividend of 2.11 cents/unitStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$1.89+61.41%+98.61%First REIT$0.5973$0.555-7.30%+135.94%Genting SP$0.5314$0.735+37.74%+36.69%KepCorp$7.4156$5.40-27.54%+48.69%SIA$6.3745$3.42-46.64%+37.78%SIA MCBz300608$1.00$0.9175 #-8.38%SingPost$1.0093$0.71-30.22%+53.42%MapletreeInd Trust$0.8143$3.26+298.87%+91.13%Kep DC Reit$0.9946$2.98+198.91%+32.68%Frasers Cpt Trust$1.9021$2.38+24.18%+18.74%STI ETF$2.3423$2.59+4.11%Unrealized+17.45%+66.

A short consolidation of my thoughts.One of the Post Covid-19 theme that I had in my mind is China-Plus. The redirecting of supply chains to diversify away from China. Valuetronics come to mind, after Rolf mentioned it in his blog. I decided to look deeper and these are more thoughts. (I no longer do excel or charts, you can read those by downloading the AR)1) Impressive balance sheet and is in net cash position2) Vietnam diversification is progressing fine, if you read their reports, it went from one customer request, to expansion by leasing a nearby site to meet demands, to having mutiple customers transferring their operations from China to Vietnam. However, when I compared this with Frencken, which has more "global" supply chains, it is obvious that Frencken has more "foresight" o

Investment Portfolio1. Received Kep Corp dividend of 12 cents/share2. Received Genting SP dividend of 2.5 cents/share3. Added SIA right subscription at $3/share, increasing holding by 166.67%, reducing holding price from $12.028/share to $6.3855/share4. Added SIA MCBx300608 with holding price at $1.00/share5. SIA right and MCB subscription reduced Cash holding from 32.89% to 26.59%.6. Strategically reducing holding price of SIA from $6.3855/share to $6.3745/share, increasing Cash holding from 26.59% to 26.65%7. Strategically reduced holding of SIA MCBx300608 from $1.00/share to $0.9846/share.8. Entitled MapletreeInd Trust advanced distribution of 2.79 cents/share to 2.99 cents/shareStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$1.96+

The last time I wrote about Valuetronics was in late 2019, when I published this article (Valuetronics Research). I had done some research on the company as part of my internship application to an asset management firm. Subsequently, Valuetronics’ share price climbed to a high of $0.86, before falling to a low of $0.435 during the selloff in March. After a strong recovery, Valuetronics’ share price tumbled again this week, as the management guided for a poor outlook in the near future, due to the renewed US-China trade tensions, which causes Valuetronics’ exports to the US to be subjected to tariffs ranging from 7.5% to 25%. Consequently, management indicated that some customers in the auto and consumer electronics segment were considering a switch of suppliers, and warned of “sign

No.  Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. Lendlease Reit   70,000 S$0.72      64,800.00 30.0% 2. Silverlake 197,000 S$0.25      49,250.00 23.0% 3. Jardine C&C     2,100 S$23.30      48,930.00 23.0% 4. CDL Hospitality Trust   39,000 S$1.10      42,900.00 20.0% 5. GA Pack (HK)     9,000 HK2.83        4,675.00 2.0% 6. Ho Bee Land        300 S$2.00           600.00 1.0% 7. Warchest    S$5,000        

Investment Portfolio1. Received MapletreeInd Trust dividend of 2.85 cents/unit2. Received CapitaMall Trust dividend of 0.85 cents/unit3. Received First REIT dividend of 1.86 cents/unit4. Strategically increased CapitaR China Trust holding by 100% at $0 costStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$2.03+73.46%+96.80%First REIT$0.5973$0.885+47.81%+135.94%Genting SP$0.5314$0.785+47.14%+31.99%KepCorp$7.4156$5.91-20.67%+47.07%SIA$12.028$3.82-68.63%+37.78%SingPost$1.0093$0.77-24.28%+52.23%MapletreeInd Trust$0.8143$2.72+232.59%+87.56%Kep DC Reit$0.9946$2.57+157.74%+28.28%Frasers Cpt Trust$1.9021$2.43+26.81%+18.74%STI ETF$2.3423$2.553+2.56%Unrealized+32.19%+70.90%StrategicCapitaR China Trust--$1.30130.0 cents/shareCost$0/shareUnrealized

1. SPH REIT  --  1st Apr 20202. SPH  --  7th Apr 20203. Kep Infra Trust  --  20th Apr 20204. MapletreeCom Trust  --  22nd Apr 20205. Kep REIT  --  22nd Apr 20206. Parkway Life  --  22nd Apr 20207. Suntec Reit  --  22nd Apr 20208. Frasers Cpt Trust  --  23rd Apr 20209. Mapletreelog Trust  --  23rd Apr 202010. SGX  --  24th Apr 202011. MapletreeInd Trust  --  27th Apr 202012. Starhill Global REIT  --  28th Apr 202013. MNACT  --  29th Apr 202014. Kep Corp  --  29th Apr 202015. CapitaMall Trust  --  30th Apr 202016. DBS  --  30th Apr 20020 17. NetLink NBN Trust  --  6th May 202018. SingPost  --  8th May 202019. SIA E

No.  Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. Silverlake 197,000 S$0.27      53,190.00 30.0% 2. Lendlease Reit   70,000 S$0.58      40,600.00 23.0% 3. CDL Hospitality Trust   39,000 S$0.94      36,660.00 21.0% 4. Jardine C&C     1,400 S$20.20      28,280.00 16.0% 5. Valuetronics   16,000 S$0.62        9,920.00 6.0% 6. GA Pack (HK)     9,000 HK2.90        4,790.00 3.0% 7. Ho Bee Land        300 S$2.05           615.00 1.

Investment Portfolio1. Received Frasers Cpt Trust dividend of 1.61 cents/unitStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$1.89+61.41%+96.07%First REIT$0.5973$0.80+33.62%+132.82%Genting SP$0.5314$0.785+47.14%+31.99%KepCorp$7.4156$5.98-19.73%+47.07%SIA$12.028$6.11-49.60%+37.78%SingPost$1.0093$0.73-28.24%+52.23%MapletreeInd Trust$0.8143$2.55+211.72%+84.06%Kep DC Reit$0.9946$2.35+135.63%+28.28%Frasers Cpt Trust$1.9021$2.13+11.04%+18.74%STI ETF$2.3423$2.635+6.00%Unrealized+26.14%+69.83%StrategicCapitaR China Trust--$1.35135.0 cents/shareCost$0/shareUnrealized+0.20%(% of Non-Strategic cost)SummaryTotal Unrealized**+17.67%--Total Realized (Strategic)**+639.12%+27.34% (% Non-Strategic cost)+54.89%85.256 cents/unitTotal Realized (Portfolio)

WatchlistSATSValuetronics: Valuetronics ResearchAscendas REITRaffles MedicalFrasers Property: A look at FPLUpdated as at 14/12/19I started investing in mid-2015, while I was in National Service. Looking back, mid-2015 was probably the worst time to start, as the markets began to decline due to the sharp fall in oil prices and fears of a hard landing for the Chinese economy. I'd concede that when I first started buying shares, I had close to zero knowledge about doing due diligence. All I did was to base my analysis on P/E or P/B ratios. I definitely wasn't ready, and consequently got badly burnt by the downturn in oil and gas sector. It was a humbling experience to be taught a lesson by Mr Market, and one thing I learnt was that we should never underestimate the power of the mark

Haven't been writing much this year due to school and internship commitments, and I'm back! Recently did some research on Valuetronics, which at this current price I feel has some value...Valuetronics’ current price of $0.62 represents a potential 26.6% upside, based on a 12-month target price of $0.785. The target price was derived based on a blended discounted cash flow (DCF) and relative valuation approach. Company OverviewValuetronics is an electronics manufacturer headquartered in Hong Kong. It operates in two segments, the Consumer Electronics segment and the Industrial & Commercial Electronics segment. The CE segment accounts for c.37% of revenue, and c.63% of revenue is derived from the ICE segment. The company’s products include smart lighting, printers, automotive product

Just about 2 weeks back, we spotted Valuetronics approaching the 0.70 resistance level…It has been trading below this level since March this year so any bullish move above can be something interesting..All this while, it has been consolidating from 0.60 to 0.70 and not much of a direction but 2 weeks back,We started seeing something interesting…Buyers seems to be willing to break the key resistance and short term moving averages also were looking positive..Hence some target were drawn to 0.85 as seen….Indeed, we started to push higher over the next few days and tested the 0.80 resistance too..Went to a high of 0.81 before some profit taking…Looking at a 12.5% gain from when first covered around 0.70 so any profit taking is normal..Sellers were out to defend this 0.800 level wh