Global stock markets are recovering steadily with availability of vaccines for COVID-19 which may end the crisis in 12 months. At the same time, new US President, Joe Biden, may print more money with QE, an easy way for stock market to surge. Smart investors would grab on this rare opportunity to Buy Low for a portfolio of giant stocks with high potential to recover.In this Dr Tee 1.5-hr video education (7 Stocks Recover in COVID-19 Crisis), you will learn Market Outlook 2021 for Singapore and Malaysia with 7 crisis stocks recovering in 7 sectors during pandemic, having high upside potential:1) Keppel Corp (SGX: BN4) – Oil & Gas Crisis Stock2) SATS Limited (SGX: S58) – Airlines Crisis Stock3) Raffles Medical Group (SGX: BSL) – Healthcare Crisis Stock4) Capital

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

Institutional investors are typically large investors, such as fund management companies, pensions, insurance companies or other non-retail entities, that invest on behalf of others. The investments that they make a sometimes referred to as “smart money” – perhaps because they have the knowledge and expertise to make well-thought investment decisions compared to retail investors. In our 4 Stocks This Week, we look at 4 stocks which received the most “smart money” in December 2020, and analyse how they’ve subsequently performed in December 2020 to the first half of January 2021. Read Also: 4 Best Performing ETFs In 2020 [8 Jan 2021] Xtrackers MSCI China UCITS ETF (SGX: LG9/TID); United SSE 50 China ETF (SGX: JK8); SPDR Gold Shares (SGX: O87); Lyxor MSCI Asia Pacific Ex Japan UCI

Portfolio as of 15 Jan 2021.Bought Valuetronics at $0.595 in late December. There has recent trend of privatisations of contract manufacturers, including Sunningdale, Hi-P and CEI Ltd, and I think that the sector deserves more attention. At the moment, I do not think Valuetronics represents an immediate takeover target, as insiders only own c.25% of the outstanding shares, as compared to Hi-P, where the insiders owned 83.% of the company when they made the privatisation offer. However, with a high net cash balance, strong track record of profitability, expansion plans in Vietnam and an improving macro situation with Biden expected to de-escalate US-China trade tensions, I believe that it may still represent an attractive company which may draw the interest of private equity firms, as the c

On the 3rd November 2020, Capitaland Mall Trust began trading as Capitaland Integrated Commercial Trust (CICT), following the merger of Capitaland Mall Trust and Capitaland Commercial Trust. Following the merger, Capitaland Integrated Commercial Trust now has 24 Retail/Office/Integrated Development properties in Singapore. Following this merger, out of the top 10 REITs in terms of market capitalisation, there are now 3 REITs in Singapore with both Retail, Office and Integrated Development properties, including Mapletree Commercial Trust and Suntec REIT. In this article, we will be comparing how these REITs stack up, using portfolio information, financial ratios, etc. REIT Portfolio Overview Capitaland Mall Trust recently merged with Capitaland Commercial Trust, to form Capitaland Int

Explosive end to the week saw the STI gain 5.3%; The push came from the US, where Democrats won control of Senate; Market now hopes for more US stimulus, Wall St at all-time high; Bank stocks in play as US Treasury yield curve steepens; Share buybacks in 2020 rose 75% versus 2019 to $1.03b; A week of two halves as the STI nears 3,000 Football matches sometimes play out in two contrasting halves, the first sometimes dominated by one team and the second by the other. As far as stock markets were concerned, the same description applied for the first week of 2021. Certainly, that it was a week of two halves was very much the case for the Singapore market – the first half was a quiet and sedate few days during which nothing much happened, the second, an explosive surge brought on by unexpe

Sign up & unlock articles! On 3 November 2020, I wrote that CapitaLand share price could have bottomed when the blue chip sunk to a low of $2.50. At that price level, my diagnosis was that it was a good opportunity to enter this counter. Subsequently, CapitaLand share price turned on the style to stage a magnificent recovery, soaring from $2.50 to a high of $3.30 in recent days. Christmas certainly came early for CapitaLand investors but is the current rally of CapitaLand share price sustainable in 2021? The recent resurrection of CapitaLand share price can be attributed to a combination of several potent factors. Firstly, with Joe Biden being confirmed as the new President of United States, much uncertainties had been removed from global stock markets. As a result, most of the Strait

Technical Analysis of FTSE ST REIT Index (FSTAS8670) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased from 828.26  to 854.19 (+3.13%) compared to last month update. Currently the REIT index is testing the resistance of about 852 of a sideway consolidation range. As for now, Short term direction: Sideway, until breakout of the resistance (starts up trend) or breakdown of the support (starts down trend). Immediate Support at 819 Immediate Resistance at 852, followed by 874. Previous chart on FTSE ST REIT index can be found in the last post Singapore REIT Fundamental Comparison Table on Nov 22, 2020. Fundamental Analysis of 40 Singapore REITs The following is the compilation of 40 REITs in Singapore with colour coding of the Distribution Yield, Gearing Ratio and Pric

1. Friend of StocksCafeI finally decided to subscribe to become a "friend" of StocksCafe and gave up on my attempt to track dividends manually on Excel spreadsheet which is causing too much grief over the years. Time to fall in along with modern times. It turns out that StocksCafe is extremely easy to use and allows one to keep many different portfolios. The dividends feature also ease the mammoth effort to track it manually as well as give a projected dividend forecast for the next 12 months in it.While StocksCafe allows data import, I decided to take the easy way out for this migration and just key all equities at the high level by assigning an average cost as the first transaction for the respective purchases. So effectively from 1 January 2021, my profit and losses with dividends will

Performance of Straits Times Index (STI) Constituents in 2020 The Straits Times Index (STI) ended 379.02 points or 11.8% lower at 2843.81 in 2020.(compared to 3222.83 on 31-Dec-2019)Top Performers in 2020: Keppel DC REIT, Venture Corp, Mapletree Logistics Trust, Wilmar International & Mapletree Industrial Trust. Least Performers in 2020: Singapore Airlines, Jardine Cycle & Carriage, SingTel, ComfortDelGro. Most Volatile: Keppel DC REIT, Singapore Airlines, Sembcorp Industries. The STI's 30 constituent stocks are: ASCENDAS REIT (A17U.SI); CAPITALAND (C31.SI); VENTURE CORPORATION (V03.SI); CITY DEVELOPMENTS (C09.SI); SINGAPORE EXCHANGE LIMITED (S68.SI); UOB (U11.SI); SEMBCORP INDUSTRIES (U96.SI); DBS GROUP (D05.SI); SINGTEL (Z74.SI); GENTING SINGAPORE (G13.SI); THAI BEVERAGE (Y92.SI);

The STI added one point in December to end at 2,843.81; The index’s loss for the year was 11.7%; Over in the US, the S&P 500 finished 2020 at a new all-time high; Banks and Jardine Matheson posted biggest market cap gains in Dec; Top Glove suffered biggest loss in market Cap in Dec; Overall, SGX’s market cap dipped 8.3% year-on-year; SGX highlighted the value of value investing; Global investor confidence rose in Dec A one-point gain and an 11.7% loss STI The Straits Times Index gained just one point at 2,843.81 over December, a month in which news that vaccines are now available for COVID-19 helped boost hopes that the global economy will soon be on the mend. This helped support stock prices, particularly Wall Street, which rose to several record highs that included the Dow Jon

While residential properties have remained resilient in 2020 with resale prices rising for both HDB and condominiums, Real Estate Investment Trusts (REITs) have taken a pummelling this year. With a crash of close to 35% at the lowest point in mid-March 2020, REITs have recovered most of its losses and looks set to end the year at a slight negative loss. Read Also: COVID-19 Investing: How Have REIT ETFs In Singapore Been Faring In 2020? REITs have been a long-time favourite of Singapore investors because of their steady dividend payouts and property-focused investments. Instead of cherry-picking individual REITs, Singapore investors can invest in REIT ETFs which offer diversification and the ease of passive investing. If you have wondered about the returns of REIT ETFs in Singapore and whet

It’s finally Christmas and it's the season I look forward to every year and the time for cold weather travel to ski on powder snow. Unfortunately, this time is different. I booked a few flights for travel this year and all got cancelled (including the travel bubble one). If there’s anything good in not being able to travel is that I managed to save more money. I continued investing in stocks and I am blessed that my portfolio has done well this year, particularly my Growth portfolio. Thanks to the circuit breaker, the times spent at home has allowed me to do more personal reflection, come out with an investment strategy and act on it. Despite the US stock market hitting record highs, I believe next year will still be a good year for equities market. The past few months rally is fuelled

SPH REIT and other retail REITs are still reeling from the mall closures and rental waivers during the worst season of the pandemic in Singapore from April'20 to May'20. Since 2017, the market valuation of SPH REIT on SGX has always been hovering between S$1.00 to S$1.10 per unit. The current unit price of S$0.840 per unit represents a 30% potential capital upside that still has not priced in much optimism on recovery but still sinking in extreme pessissim by the market. Fear is driving many investors away from SPH REIT citing potential future severe outbreak of COVID like the European countries, Korea & Japan and the end of retail at shopping mall as e-commerce (driven by e-marketplaces such as Amazon, Shopee, Qoo10 etc) continues to grow rapidly. This actually represents the best opp

Today, we are going to share with you how to invest your CPF Investment Scheme (CPFIS) 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 their Ordinary Account (OA) and Special Account (SA) in various instruments such as investment-linked insurance products, unit trusts, fixed deposits, bonds, and shares in Singapore. The average CPF interest rate is 2.5% to 4% for the Ordinary Account. Check the latest CPF interest rate here. Below is the latest CPF rate (1st Oct to 31st Dec 2020).   Share this Infographic On Your Site </p><br /&g

With wider adoption of e-commerce, Artificial Intelligence and Cloud Computing, this technology disruption will change the way how we work, how we spend and how business do business in future. The adoption of 5G will accelerate the rise of digital economy and the consumption of data. Thus, we are going to see the huge growth in Data Centers in the REIT space moving forward. The REITs who have the data centers in the current / future portfolio: (1) Keppel DC REIT (AJBU.SI) – 100% (AUM$2.9B) . 18 Assets across 8 countries. (2) Mapletree Industrial Trust (ME8U.SI) – 38.7%. 28 Assets (mainly in US) (3) Ascendas REIT (A17U.SI) = 5.2%. (4) Capitaland Retail China Trust (AU8U.SI) – Expanded Mandates to include Data Centers in China. (5) Cromwell European REIT

Global stock markets see strong light at the end of tunnel recently with confirmation of Biden as new US president and news COVID-19 vaccine over 90% effectiveness. During early phase of pandemic, Dr Tee students learned to apply defensive dividend stock strategies to consider Asian giant stocks at low optimism (average down strategy), balancing with growth investing / momentum trading (average up strategy) in bullish US giant stocks. The stock market this time is different from last 8 months of V-shape recovery limited to a few sectors (eg. Technology / Software, Healthcare / Glove, etc). There are sectors rotation, focusing more on cyclical stocks (eg. banks and oil & gas) and COVID-19 affected stocks are recovering quickly, resulting in global surge in share prices, over 10-40%

There are 4 property development and investment companies in the Straits Times Index (STI): Capitaland ... Read more >> The post 4 Singapore Property Blue Chips - which is the best investment today? first appeared on https://www.drwealth.com.

Technical Analysis of FTSE ST REIT Index (FSTAS8670) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased slightly from 822.03 to 828.26 (+0.76%) compared to last month update. Currently the REIT index is currently back in trading on sideway consolidation, after recovered from a sudden sell off last few weeks. As for now, Short term direction: Sideway, until breakout of the resistance (starts up trend) or breakdown of the support (starts down trend). Immediate Support at 819 Immediate Resistance at 852, followed by 874.   Previous chart on FTSE ST REIT index can be found in the last post Singapore REIT Fundamental Comparison Table on Oct 24, 2020.   Fundamental Analysis of 40 Singapore REITs The following is the compilation of 40 REITs in Singapor

Why you should INVEST & NOT INVEST in CapitaLand Integrated Commercial Trust Should we invest in CapitaLand Integrated Commercial Trust? The post Why you should INVEST & NOT INVEST in CapitaLand Integrated Commercial Trust appeared first on Value Invest Asia.