I will be Malaysia in Chinese New Year so I thought I'd wish everyone earlier this year as I continue to find ways to use up the Ringgit I failed to spend in Kuala Lumpur last week.a) What I will be doingVery likely I will go to Kulai tomorrow in the afternoon on the second day, my in laws will take a 2-3 hour drive to visit relatives in Kluang region. I will be relying on 1 Gb of Starhub data unless someone can sell me a SIM card when I am in Malaysia.b) Financial MarketsIt is very apt that we're starting the new year with a reminder that rats bring the Bubonic plague.The Wuhan virus just claimed 25 lives and China seems to be in a panic mode as we speak. The historical literature on pandemics points to neutral or positive market but I suggest that we hold back from bargain until we know

Dear readers, there are thirteen Singapore stocks, each with a market capitalisation of SGD $1 billion that are fastest growing with a return-of-equity of more than 15%. Will you buy these Singapore stocks now: SGX Silverlake Axis Starhub Sheng Siong ST Engineering Ascendas-i Trust Sasseur Reit Thai Beverages Mapletree Commercial Trust Hi-P SBS Transit Sinarmas... The post WILL YOU BUY THESE THIRTEEN FASTEST GROWING BILLION-CAP SINGAPORE STOCKS NOW? appeared first on SG STOCKS INVESTING.

This article was first published on 1 October 2018. Prices are updated as of 13 January 2019. By now, you probably already know that residential households islandwide will be able to pick from a variety of electricity retailers to buy electricity from starting in November 2018, . For most of us, this can be a little unnerving and confusing, since we have been buying power from just one company – SP Group. With the impending launch of the Open Electricity Market (OEM) island-wide, Singapore households will be able to choose from 12 electricity retailers, each offering different plans. What does it mean to buy electricity from a company other than SP Group? Will electricity reliability be affected? Is it compulsory to switch? Now that the OEM is now open to all residential househ

In the first edition of our 4 Stocks This Week column in 2020, we zoom into the new companies that have been added into Singapore’s benchmark Straits Times Index (STI) in the past two years. When we invest in the STI, we are gaining exposure to a diverse and strong group of companies – or more commonly termed the 30 largest and most liquid companies – listed on the Singapore Exchange (SGX). Often, this is part of a passive investing strategy and to achieve market returns. While investors can take a hands-off approach and just let their investments grow over a long horizon, the STI itself is regularly reviewed and updated if there is a need. Read Also: SPDR STI ETF VS Nikko AM Singapore STI ETF: What’s The Difference Between These 2 Straits Times Index ETFs Listed On The SGX? Precis

Is this the beginning of the end for DBS Group share? One of the biggest Singapore financial news that set tongues wagging should be the joint application of a digital bank license by Singtel and Grab. Many investors are wondering if digital banks could pose a serious threat to the incumbent banks in the long run. In my point of view, the move by Grab should be a desperate bid to enhance bottom-line to pave the way for the coming Grab IPO in 2023. I honestly doubt that Grab or Singtel would want to compete directly with DBS Group because all three entities are backed by Temasek Holdings. It will not be the interest of the investment firm to see DBS Group share collapsing like StarHub. Of course it is still early days for the digital banks but it will be too far-fetched to claim this could

As we entered the final phase of the end of the 2019 year, it's time to do a review of how the year went for us and what lessons can we learnt from this year.CareerFrom a career's perspective, things are looking rather decent with not much progress from the very last I changed job which means things are not taking a big scale as much as I had expected. Still, it was an interesting year because this is the year I've changed industry and met variety of people in the industry which I would have never met had I remained in my earlier role.The good thing about the change is it also allows me to look at a different lense on a totally new perspective on start up, unicorn companies and VCs and this will come in a lot handy when analysing the Nasdaq companies for me in the future.HealthHealth on a

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

After a couple of months of hard work, I am proud to announce that I will be launching my online course next week. The course is  called Bulletproof Value Investing and you get a sneak peak at: http://bulletproofinvest.com .   We will be doing a launch webinar that I will be posting the details about in the coming days where I run through the course syllabus as well as talk about my own experiences and how it relates to my investing framework. I will be breaking down what I do on a daily basis into 7 steps that I capture my investing process the best. I will also be hosting a Q and A to answer any of your questions. More details on that to come later this weekend! New Direction for The Asia Report One big change is that I am looking to move a lot of discussions and materials to a

Registration Closing In My new course Bulletproof Value Investing is now LIVE! For everyone who came for the webinar and stayed till the end despite the technical difficulties, a big thank you! About The Course The course is split into 3 main sections: Identifying great businesses with sustainable competitive advantages that can make money in the long run Valuation – How to know when to buy and sell based on intrinsic values Investor and Market Psychology and how to exploit it  We help breakdown different investment categories based on their growth cycle and their potential returns. You can preview our video tutorial for free where we discuss each of these categories in turn. Case Studies, Case Studies, Case Studies We have included case studies of different companies like Sin

I will be conducting a live training session on constructing a portfolio of dividend income stocks to generate passive income this Tuesday @ 8:30pm. Constructing a Portfolio of Dividend Stocks Event Details: Tuesday, 8:30PM (3rd December 2019) In this live training session on Tuesday, I will be covering: The Case for Dividend Income Stocks I will build the case for dividend paying stocks based on their historical performance and also demonstrate how dividends leads to outsized returns through compounding. The 3 Rules for Picking Winning Dividend Stocks I will discuss 3 simple rules that you can use to pick winning stocks by focusing on the right financial ratios and more that will help deliver outsized returns. I will also cover how you can avoid stock that are “value-traps̶

On 5 December, it was announced that Golden Agri share will be booted out of the prestigious Straits Times Index (STI). Taking over its place will be Mapletree Logistics Trust. With this latest development, I fear the worst for Golden Agri share price. In my previous article, I have mentioned that I am pretty bearish on Golden Agri share price in the medium term. This latest episode vindicated my point and also marked a sorry end to Golden Agri’s journey in the STI. StarHub and SIAEC were booted out of STI in 2018 and 2017 respectively. Since then, the share prices of the two companies had plunged to abysmal levels. On this basis, I don’t see how Golden Agri share price can fight its destiny. Included in the STI since September 2008, Golden Agri share price had been in the limelight fo

I will be conducting a live training session on constructing a portfolio of dividend income stocks to generate passive income this Tuesday @ 8:30pm. Using Dividend Stocks to Generate Passive Income Event Details: Tuesday, 8:30PM (3rd December 2019) In this live training session on Tuesday, I will be covering: The Case for Dividend Income Stocks I will build the case for dividend paying stocks based on their historical performance and also demonstrate how dividends leads to outsized returns through compounding. The 3 Rules for Picking Winning Dividend Stocks I will discuss 3 simple rules that you can use to pick winning stocks by focusing on the right financial ratios and more that will help deliver outsized returns. I will also cover how you can avoid stock that are “value-traps&#

This article was first published on 4 April 2019 and updated to reflect latest prices and service offerings. Overseas data used to be an expensive luxury that most of us think wistfully about as we bounce from one public wifi hotspot to another, struggling to stay connected for long enough to respond to the flurry of WhatsApp messages that flood our phones. But because of the proliferation of high-speed 4G networks around the world and comprehensive network sharing agreements, we can now remain connected and reachable by our loved ones – and our bosses – with prices that are relatively affordable. Read Also: [2019 Edition] Best Unlimited Data Mobile Plans In Singapore (Plus: Which Plan Gives The Most 4G Data Per Dollar?) For those wondering, here is a cost comparison of the mobile data

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

No.  Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. Ho Bee Land        300 2.33              700.00 1.00% 2. Warchest          100,000.00 99.00% Total       100,700.00 100% We are 2 months away from closing the year so I thought I'll update this early.The portfolio has never looked "cleaner" than what it is today but I guess given so many involvement I am in the second half of the year with all the things going on and the recent few bad trades (see below), I am tempted to regroup going into 2020.Shorts Position Gone WrongIt has been a very challenging

I will be hosting a LIVE webinar & Q & A on TONIGHT at 8:30pm (Singapore Time) to launch my new course Bulletproof Value Investing and explain more about it and to answer any of your questions. There are only 300 Spots Available in the LIVE room so make sure you save your spot. I will also be covering the top 7 rules to successful investing in the stock market. A sneak preview on the rules: Buy businesses not stocks Identify the company’s competitive edge Calculate the important numbers Bet on the right management Figure out the right price to pay Only buy when it is trading at a discount Know when to sell These are based off my own practical experiences over the last decade in the stock market. I am going to be covering these rules in turn and be sharing some of the nua

I will be hosting a LIVE webinar & Q & A on Thursday next week at 8:30pm (Singapore Time) to launch my new course Bulletproof Value Investing and explain more about it and to answer any of your questions. There are only 300 Spots Available in the LIVE room so make sure you save your spot. I will also be covering the top 7 rules to successful investing in the stock market. A sneak preview on the rules: Buy businesses not stocks Identify the company’s competitive edge Calculate the important numbers Bet on the right management Figure out the right price to pay Only buy when it is trading at a discount Know when to sell These are based off my own practical experiences over the last decade in the stock market. I am going to be covering these rules in turn and be sharing some

I will be hosting a LIVE webinar & Q & A on Thursday next week at 8:30pm (Singapore Time) to launch my new course Bulletproof Value Investing and explain more about it and to answer any of your questions. There are only 300 Spots Available in the LIVE room so make sure you save your spot. I will also be covering the top 7 rules to successful investing in the stock market. A sneak preview on the rules: Buy businesses not stocks Identify the company’s competitive edge Calculate the important numbers Bet on the right management Figure out the right price to pay Only buy when it is trading at a discount Know when to sell These are based off my own practical experiences over the last decade in the stock market. I am going to be covering these rules in turn and be sharing some

SPH announced its' Full Year 2019 earnings this evening after market-hours.Here are some of the key takeaways from the results:1.) Print & Media Business Disappoints AgainRevenue for the traditional media business declined by $78.9m from $655.8m in FY2018 to $576.9m in FY2019, which translates into 12% down year on year.Revenue contribution from print advertisement and circulation are down to $68m this year, which is approximately 12% down year on year.The only saving grace is the digital advertisement revenue segment which shows growth year on year of $1.5m (6%), though not significant enough.At $576.9m revenue for the media, it still takes up the bigger chunk of the revenue (59% of overall revenue) so it remains to be seen if we're continue to see a slow structural decline in the pri

I am writing this in a response to an article from DBS which caught everyone's attention regarding the likelihood that Singtel may cut its dividend for the first time in 20 years from FY2021 onwards.If you have not read the article, you can read it here.In the article, the analyst drew from the thesis that Singtel might have to cut its "unsustainable" dividend payout to 13 ~ 15 cents/share mainly due to the increasing capex requirement from the 5G spectrum roll-out, the declining mobile users and deteriorating regional associates performances, which is mainly attributed to Bharti and Telkomsel (slowing growth).While the general thesis may sound reasonable at glance, I think the dividend cut from the current 17.5 to 13 ~ 15 cents from FY2021 onwards may be overly bearish.Here's 6 reasons wh