CapitaLand Retail China Trust (CRCT) is a pure-play retail REIT with its properties located entirely in China spread over nine cities. It derives about 95% of its net property income (NPI) from its properties located in Tier 1 and 2 Chinese cities. CRCT also has a well-diversified tenant base across more than 14 trade sectors (figures correct as of 31 March 2020): Source: CapitaLand Retail China Trust 2020 AGM presentation slides CRCT’s shareholders are naturally concerned about the REIT’s outlook given that the COVID-19 pandemic originated in Wuhan, China before spreading throughout the country. This sent the entire country into lockdown and ghost towns emerged. However, as restrictions are being gradually lifted in China, I was interested to see if CRCT has recovered

Technical Analysis of FTSE ST REIT Index (FSTAS8670) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) changes from 823.64 to 837.43 (+1.67%) compared to last month update. REIT Index has rebounded c43% as of July 12 from the bottom on Mar 23, 2020. Currently the REIT index is currently trading on sideway consolidation, sandwiched between 200D SMA and 50D SMA.  Immediate support at about 825 (Gap support) followed by 50D SMA. Immediate resistance at 200D SMA. Short term direction: Sideway. Previous chart on FTSE ST REIT index can be found in the last post Singapore REIT Fundamental Comparison Table on June 15, 2020.     Fundamental Analysis of 40 Singapore REITs The following is the compilation of 41 REITs in Singapore with colour coding of the Distribution Yield, Gea

Exchange-Traded Funds (ETFs) are funds that are traded on the exchange which aims to passively mimic the performance of the index or a sector that it they are tracking. It’s created and managed by fund managers and can be bought and sold on the stock exchange like a regular stock. Investing in an ETF is a less costly way to build a similar portfolio than to buy individual stocks. In this week’s edition of 4 Stocks This Week, we look at some of the most popular ETFs on the Singapore Exchange for 1H2020. SPDR Gold Shares ETF (SGX: O87) If you wish to invest in gold without the hassle of having to buy, store and maintain physical gold, the SPDR Gold Shares ETF is a suitable way to get started. The aim of this ETF is for the shares to track the performance of Gold Bullion, less expense (0.

This post was first published on 27 November 2017 and has been updated to include the latest information. This article is part of a DollarsAndSense.sg collaboration with For Tomorrow. For Tomorrow is brought to you by Temasek, in partnership with MoneySmart and DollarsAndSense. All views expressed in the article are the independent opinion of DollarsAndSense.sg. When you’re ready to start investing, the stock market can be a natural first place you turn to. Most Singaporeans, even if they never invested before, know about the stock market, or more specifically, the Singapore Exchange (SGX). The SGX acts as a market for people to buy and sell stocks. For many, when you start investing, you will likely turn to an online platform to carry out your trades and start building your inve

Performance of Straits Times Index (STI) Constituents in 2020 Q2 The Straits Times Index (STI) ended 108.68 point or 4.38% higher at 2589.91 in 2020 Q2.(compared to 2481.23 on 31-Mar-2020)(vs the -1038.60 point or -32.3% drop in 2020Q1. See Performance of Straits Times Index (STI) Constituents in 2020Q1.)Top Gainers: Wilmar International, Mapletree Logistics Trust, Venture Corporation, Mapletree Industrial Trust, City Developments. Least Performers: Singapore Airlines, Jardine Matheson, SATS, Singapore Exchange, ComfortDelGro. Most Volatile: Sembcorp Industries, Singapore Airlines, CapitaLand Mall Trust, CapitaLand Commercial Trust, Mapletree Commercial Trust. Advertisement Continue Reading »

2020 1H is really a roller coaster ride. In march, the market drops more than 5% consecutive for days. The plan to purchase companies as they fall 20% became 25% to 30%, and towards the end of march become a wait and see move.There are several questionable coporate actions, the purpose of the piece is to crystallize the thinking process through writing, and please forgive me if I sound incoherence.1) Moments of freezing in actionBut all accounts, Singpost, Hong Kong Land, Capitaland has hit 30% threhold of fall. Yet, I freeze. I have not mentioned Hong Kong counters like 0517 cosco and GA pack. While it is understandable to focus the firepower in the local market where there is high degree of familarity, there is no reason why I let a 30% fall go, and I did nothing.Reflection: When the mar

In this Dr Tee 1-hr video education (Defensive Investing Strategies during Stock Crisis ), you will learn:1) Bull (Unlimited Quantitative Easing) vs Bear (COVID-19)2) Value Investing Strategy – Dividend Stock Investing with Singapore Giant REIT as Case Study3) Value Investing Strategy – Growth Stock Investing with Malaysia Giant Stock as Case Study4) Investing Personalities: Kiasu vs Kiasi 5) Defensive Investing Strategies during Stock Crisis. Here is English Version of Dr Tee Video Course (Chinese version is also available as Dr Tee is bilingual). Enjoy and give your comments for improvement. You may subscribe to Dr Tee Youtube channel (Ein Tee) for future Dr Tee video talks. Collect 3 extra bonuses here. English Video: https://youtu.be/_shZqTa1eEs 在这D

Dear readers, just three days ago, I shared about only three oversold Straits Times Index (STI) stocks  as of 23 Jun 2020. These three oversold STI stocks are Capitaland stock, Jardine C&C stock and SIA stock. But most importantly, in my aforementioned post, I mentioned “There will be more oversold Straits Times Index stocks soon... The post FOURTEEN OVERSOLD STRAITS TIMES INDEX (STI) STOCKS RIGHT NOW! appeared first on SG STOCKS INVESTING: SAVINGS, GRATITUDE (SG) & STOCKS INVESTING! SAVE MORE, BE GRATEFUL AND INVEST BETTER!.

It is no surprise that a pandemic like COVID-19 that’s forced us into our homes and hospitals would bring the retail sector to its knees. Shopper traffic has dried up for countless stores and restaurants, and landlords are faced with several tenants who are unable to make rent. Many businesses have also permanently shuttered as they struggle to survive in a post-COVID world. Because of this, landlords like REITs have taken to reducing their dividend payouts in a bid to shore up cash during these tumultuous times. For example, CapitaLand Mall Trust reduced its Q1 2020 distributable income by 70.3% year-on-year — which would have been unwelcome news for many unitholders who rely on its quarterly dividends for income. However, these are exceptional circumstances and the que

Today, we are going to share with you how to invest your CPF investment money in a no-brainer way. The best part? You need not be financially savvy to do this. A beginner can do it! And I’ll reveal the exact step-by-step process, which you can follow easily. What is CPF Investment Scheme (CPFIS)? It is to provide options to CPF members to invest their CPF savings in your Ordinary Account (OA) and Special Account (SA) in various instruments such as insurance products, unit trusts, fixed deposits, bonds and shares in Singapore. The Average CPF Interest Rate is 2.5% to 4% for Ordinary Account. Check their latest CPF interest rate here. Below is the latest CPF rate (1st Jul to 30th Sep 2020).   Share this Infographic On Your Site </p><br /><br /><br /><b

This article was first published on 12 June 2018, and updated to include the latest information. Investing our money to grow and beat inflation over the long-term is important to building our wealth and safeguarding our retirement. However, starting the investing journey can be filled with uncertainties and can also be daunting. This is why the STI ETF is usually recommended as a good first investment to start learning about investments and building your confidence. In this guide, you will find everything you need to know about investing in the STI ETF. What Is The Straits Times Index (STI)? What Are The 30 Constituent Stocks That Make Up The STI Today? The  STI Reserve List What Is An ETF? What Is The STI ETF? How To Start Investing In The STI ETF? Read Also: Why Your First Stock Inves

The protests hit Hong Kong to usher in a low key traditional new year celebration, with many locals looking forward to a better 2020. While many are hoping that city will turn a corner, it’s been unfortunately hit by the Coronavirus. As the virus began to abate, the protests started gaining momentum again. Since mid-2019, many mainland tourists and foreigners have largely avoided travelling to HK, and even travel insurance companies started imposing exclusion for injuries sustained during the protests (even if you are a victim).Hong Kong shares naturally took a beating, including Reits with exposure to Hong Kong. Despite the doom and gloom, I think there are still some bright spots in the Hong Kong stock market. One of the Reits which I believe is resilient and has much growth potential

Technical Analysis of FTSE ST REIT Index (FSTAS8670) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) changes from 745.45  to 823.64 (+10.49%) compared to last month update. REIT Index has rebounded c41% as of June 12 closed after hitting the recent high of 878 (c.50% rebound from the bottom). Currently the REIT index is currently trading in a uptrend channel but have a minor correction back to uptrend channel support and 20D SMA support, after rejected by 200D SMA resistance at about 870. Any rebound from this level is a bullish sign to continue the uptrend.  Immediate support at about 800 (channel support) followed by 770-780 (previous resistance turned support and also 50D SMA) If the REIT index can clear the 200D SMA resistance, the REIT index will enter into a full Bull te

The massive sell-down in Mar brought many REITs to rare, multi-year lows. This re-ignited my interest in REITs, as I have been out of them for many years due to their increasing debt levels and decreasing yields. However, I passed up the opportunity while I analysed what could be the impact of COVID-19 on REITs. Despite the massive government interventions, things do not look good for retail and F&B companies. And when tenants struggle, their landlords will also suffer. In this blog post, I will examine the potential impact of COVID-19 on 2 retail companies and 2 F&B companies.Before we begin, it is good to recap what are the measures the government has taken to cushion the impact on retail and F&B companies. Wage SupportThrough 4 extraordinary budgets, the government will

Temasek stocks of Sembcorp Industries (parent stock, SGX: U96) and Sembcorp Marine (subsidiary stock, SGX: S51) 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

I hope everyone is keeping well during this season of circuit breaker. Though Phase One has just started and I can't wait for to Phase Two to kick in.During the months of circuit breaker, while I am (still) stuck at home, I am happy that my time is well spent on making some positive changes- to wake up early and exercise, improving my cooking skills, read more self help books and more quiet time daily.I have been spending less time at work but more time on planning. As most of my time is spent at home with less travelling, only occasionally drive out to buy groceries, I have more time for myself to set goals, and think about how do I want to see myself in the next 3,5 and 10 years- in terms of health, career, and wealth.In terms of my finances, I managed to finally set aside time to look a

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

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

Both MSCI Singapore Index (SiMSCI, 25 stocks) and Straits Times Index (STI, 30 stocks) are important guidance for Singapore stock investors on “Good” stocks for investing. In this article, you will learn on how to invest in index stocks in a right way. MSCI Singapore Index has recently removed 4 blue chip stocks (which are also 30 STI component stocks) from the list: 1) ComfortDelGro (SGX: C52) 2) SATS (SGX: S58) 3) Sembcorp Industries (SGX: U96) 4) Singapore Press Holdings, SPH (SGX: T39) and adding only 1 stock as replacement: Mapletree Logistics Trust, MLT (SGX: M44U), a giant Singapore REIT, which is also 30 STI component stock. MSCI Singapore Index component stock selection criteria is stricter than STI index (only based on trading market capitalization, a w

Hong Leong Group is established by Kwek/Quek family in Singapore and Malaysia. They are influential in both banking/finance and property/hospitality sectors. Learn from Dr Tee on how to position in these 15 Kwek family stocks, 5 from Hong Leong Singapore (Kwek Leng Beng) and 8 from Hong Leong Malaysia (Quek Leng Chan). There are 2 surprise bonus giant stocks waiting in between the article to reward patient reader, from another unrelated “Kwek” family. There are also a few other bonus examples, read every word in this article which could reward reader in future when taking the right action. Kwek Leng Beng (Hong Leong Singapore): 1) City Developments Limited, CDL (SGX: C09) – Singapore Giant Property Stock 2) CDL Hospitality Trusts, CDLHT (SGX: J85) – Singapore Hospital