1. SPH Reit  --  13th Jan 2021  (Business Update)2. First Reit  --  14th Jan 20213. CICT  --  21st Jan 20214. Frasers Cpt Trust  --  21st Jan 2021  (Business Update)5. SGX  --  22nd Jan 20216. Kep Reit  --  25th Jan 20217. Mapletreelog Trust  --  25th Jan 20218. Parkway Life Reit  --  25th Jan 20219. Kep DC Reit  --  26th Jan 202110. Suntec Reit  --  26th Jan 202111. Kep Pac Oak US Reit  --  27th Jan 202112. Kep Infra Trust  --  27th Jan 202113. Ascott Reit  --  27th Jan 202114. MapletreeCom Trust  --  27th Jan 2021  (Business Update)15. Kep Corp  --  28th Jan 202116. Starhill Global Reit  --  28th Jan 202117. MNACT&n

This article was last published on 28 October 2020 and updated with the latest 2021 prices. Due to the working from home arrangements during COVID-19, and possibly changing work trends in the future, having a good broadband plan at home has gone from a nice-to-have to a must-have for many households. When it comes to deciding the best broadband plan for our home, there are six main players in the market to consider. No Internet Service Provider (ISP) 1 M1 2 MyRepublic 3 SingTel 4 StarHub 5 ViewQwest 6 WhizComms   When applying for a home broadband service, there are two types of fees that we may be charged, outside of our monthly subscription. NLT Service Activation Fee: We have to pay $56.71 for the NetLink Trust (NLT) Service Activation fee for every new fibre

No.  Counters No. of Shares Market Price (SGD) Total Value (SGD) based on the market price Allocation % Category 1. Lendlease Reit   85,000 S$0.79      67,150.00 20.0% Dividend 2. Manulife Reit   60,000 US$0.72      58,000.00 17.0% Dividend 3. Starhill Reit   90,000 S$0.52      46,800.00 14.0% Dividend 4. Ascendas Reit   12,000 S$3.07      36,840.00 11.0% Dividend 5. Prime US Reit   30,100 US$0.81      32,260.00 10.0% Dividend 6.

No.  Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % Category 1. Lendlease Reit   85,000 S$0.79      67,150.00 14.0% Dividend 2. Manulife Reit   60,000 US$0.74      59,490.00 13.0% Dividend 3. Starhill Reit   90,000 S$0.52      46,800.00 12.0% Dividend 4. Jardine C&C     2,000 S$22.16      44,320.00 12.0% Recovery 5. Ascendas Reit   12,000 S$3.03      36,360.00 10.0% Dividend

2020 was an unprecedented year. Many of us never expect that the medical advancement of mankind would ever face another pandemic like the Spanish flu 100 years ago...   Well, time to do a final review on my portfolio's performace in 2020.Top 30 positions of my portfolio at end 2020:1. SGX2. ParkwayLife Reit3. UOB4. FCT5. Keppel DC Reit6. OCBC7. CICT8. Frasers L&C Tr9. SATS10. AIMS APAC Reit11. Keppel Corp12. Mapletree Com Tr13. Ascendas Reit14. CDL HTrust15. Suntec Reit16. SingTel17. SPH Reit18. Capitaland19. Keppel InfraTr20. Starhill Global Reit21. VICOM22. Bukit Sembawang23. Netlink NBN Tr24. Sembcorp Indust25. ST Engg26. SIA Engg27. ARA LOGOS Log Tr28. Cromwell Reit Euro29. Frasers Property30. AstreaIVB4.35%Total dividends collected in 2020: $15,399.93Average monthly

This is a continuation of the previous post.The replacement of OCBC is Singtel.The joke is on me. Many months ago, for those that asked me about Singtel, I will tell them I do not like it. The main issue is cash burn in the future and the “traditional” management. But recently a friend changes my thinking and it kept me thinking on all the future possibilities. Basically, in my opinion, the opportunities exceed its own weaknesses. Thus, let me get into the reasons.1. Digital BankingGrab-Singtel JV (GSJV) has been awarded for the full digital banking license. Singtel has a 40% stake in the S$1.5bn entity (around at least S$600million outlay from Singtel).Recently, I have a deep discussion on the Fundamental Scorecard Telegram Group on Digital Banking. Basically, I commented th

STI closed at 2843.81DBS  ($25.04)UOB ($22.59)SPH   ($1.13)NetLink Trust ($0.965)SingTel ($2.31)StarHub ($1.31)CityDev ($7.97)Keppel Infra Trust ($0.545)Olam ($1.53)SIA ($4.28)SIA MCBZ300608 ($0.972)Keppelcorp ($5.38)SembCorp ($1.71)Sembmarine ($0.143)SIA Engineering ($1.97)CDL Trust ($1.27)AsiaPay TV Trust ($0.119)Capital China Trust ($1.39)Ascendas India Trust ($1.38)Lippo Malls Trust ($0.062)SuntecReit ($1.49)OUE Comm Trust ($0.385)StarHillGlobal Reit ($0.505)MapleLogistics Trust ($2.01)SATs ($3.98)First Reit ($0.235)KReit ($1.12)SoilBuild Trust ($0.535)HPH Trust ($0.26)AscotReit($1.08)SingPost ($0.705)Comfortdelgro ($1.67)Dutech ($0.24)Ezion ($0.046)*SunningdaleTech($1.53)Kimly($0.315)UOL ($7.71)ST Engineering($3.82)SBDEC17 GX17120W (25,000)SBOCT18 GX18100V (13,000)ATREA

Elon Musk is planning to launch its SpaceX's Starlink services soon. Starlink is actually a satellite internet constellation being constructed by SpaceX providing satellite Internet access. The constellation will consist of thousands of mass-produced small satellites in low Earth orbit, working in combination with ground transceivers. An estimated investment of more than US$10 billion has been pumped into this decade old project from Elon Musk. This space internet broadband project actually went on track as per forecasted with various beta testing being done already. It is scheduled to launch soon in USA and Canada this year and to rapidly expand to attain global coverage of the entire world by 2021. I was rather surprised that Elon Musk managed to pull this off and they are in the midst o

First published in Business Times on 30 November 2020 It is not often that minority shareholders get the chance to determine the outcome of a significant corporate deal, but the proposed merger between Sabana Shari’ah Compliant Industrial Real Estate Investment Trust (Sabana Reit) and ESR-Reit is one such instance since substantial shareholders, both managers and concert parties will abstain from voting. It is crucial to note that although Sabana Reit’s and ESR-Reit’s extraordinary general meetings will be held on Dec 4, these are online meetings. This means that voting will be by proxy, which in turn means that the relevant forms have to be submitted by 10am on Dec 1. A key point of contention has been the scheme consideration, which implies a discount to Sabana ReitR

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

News Release Embargo till 14 October 2020, 5.16 pm Singapore/HK time NetLink NBN Trust retains number 1 spot in Governance Index for Trusts (GIFT) 2020; overall average score drops partly due to raising of standards SINGAPORE, 14 October 2020 – NetLink NBN Trust, which debuted at the top of the Governance Index for Trusts (GIFT) last year, has retained its top ranking this year. This year... Source

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

Would like to emphasise this to readers again as before : stay the course .... dont panic. this time its NOT differentDividend by month1) singtel Panasonic tai Cheung  Chen Hsong holdings2) sgx  starhillg fct sphreit cmt  capitacom mit suntec hsbank lian beng nam lee singpost LPI capital3)   taisin  hsbank petronas capitaretail pbb clp manulife4) hsbc dbs cimb5) steng sgx  uob sph starhillg fct sphreit cmt cdg hcg Singre teckwah mit sci suntec  hlf ocbc ge ckh6)  netlink hsbank maybank petronas Kc dbs hkland FLT clp manulife Lung kee7) singpost  tcil hsbc bochk aeon creditHK hk Beijing enterprises8) singtel  plife  suntec ocbc  starhill sci kc steng fct singpost sphreit cmt ock  capitacom  siaen mit sats uob cd

Netlink Trust seems to have weathered the current coronavirus storm well and its price shot up to S$1.010 per unit from S$0.945 per unit just 2 weeks back (13 Jan 2020). For its Q3 FY2020 results, Netlink Trust reported a 9.6% year on year increase in profit after taxation from S$19.6Mil to S$21.5Mil. For the 9mths YTD FY2020 performance, it was even more impressive with a 14.5% profit after tax increasing from S$57.3Mil to S$65.6Mil mainly due to the higher revenue generated from residential connections from the shift of Starhub cable subscribers to fibre optic which was completed by period ending September 2019.With the upcoming collaboration with telecom companies for the deployment of 5G infrastructure, Netlink Trust should be able to continue to deliver even higher revenue and profita

Would like to emphasise this to readers again as before : stay the course .... dont panic. this time its NOT differentDividend by month1) singtel2) sgx  starhillg fct sphreit cmt  capitacom mit suntec hsbank lian beng nam lee singpost3)   taisin  hsbank petronas capitaretail pbb clp4) hsbc dbs cimb5) steng sgx  uob sph starhillg fct sphreit cmt cdg hcg Singre teckwah mit sci suntec  hlf ocbc ge ckh6)  netlink hsbank maybank petronas dbs hkland FLT clp7) singpost  tcil hsbc bochk8) singtel  plife  suntec ocbc  starhill sci steng fct singpost sphreit cmt ock  capitacom  siaen mit sats uob cdg sci ksh gpi dbs9)   hlf teckwah singre capitaretail  petronas hsbank ge hsbc ckh pbb clp10) sgx tcil lian beng h

So the long awaited black swan, in the form of the invisible coronavirus, has finally arrives... The event this year is unprecedented.  How could we ever imagine such things as cross-border travel and businesses would come to almost a complete halt? I have been through the Lehman brothers' crash, although my portfolio was very much smaller at that time.  My REIT counters accounted for almost half of my portfolio this time, and it is time to do a review on their performace so far.1. Industrial Reits Grade A: Keppel DC Reit, Ascendas Reit, Frasers L&C Tr.- Strong performance, still above my average price.Grade B: Aims APAC Reit. - In green territory, still above my cost price (with dividends collected).Grade C: Cromwell Reit, ARA LOGOS Log Tr.- In red territory, even

Hi all,Recently I have been looking at Macro Trends and, in my opinion, I have found this tech to be the most important for the next decade.Thus, I have made 2 videos about my thoughts on this technology.By the way, this series is meant as a trilogy - the final part will be the company I chose (Its a US company).Nevertheless, from my understanding, for the SG companies involved in this Tech Super Trend will be the Telcos, Netlink Trust, Powermatic Data System and Nico Steel.Let's go to the videos!Part 1Part 2Please subscribe to my channel and thumbs up for the video. Please also feel free to join my Fundamental Scorecard Telegram group. We talk about everything under the sun about investing with a focus on US, HK (slightly lesser) and SG companies.

Would like to emphasise this to readers : stay the course .... dont panic. this time its NOT differentDividend by month1) singtel2) sgx  starhillg fct sphreit cmt  capitacom mit suntec hsbank lian beng nam lee singpost3)   taisin  hsbank petronas capitaretail4) hsbc dbs cimb5) steng sgx  uob sph starhillg fct sphreit cmt cdg hcg Singre teckwah mit sci suntec  hlf ocbc ge ckh6)  netlink hsbank maybank petronas dbs hkland FLT7) singpost  tcil hsbc bochk8) singtel  plife  suntec ocbc  starhill sci steng fct singpost sphreit cmt ock  capitacom  siaen mit sats uob cdg sci ksh gpi dbs9)   hlf teckwah singre capitaretail  petronas hsbank ge hsbc ckh10) sgx tcil lian beng hkland hsbc  maybank bochk11) ta

I am using two strategies: 'dividend stocks' and 'market timing'.Am now 40% invested, all in dividend stocks/REITs/trusts, mostly SGX listed. The big ones are Netlink Trust and Manulife US REIT, with smaller positions in Frasers Centerpoint Trust and Mapletree Commercial Trust.I think the last month's rally is a bear market rally.  I am waiting for a correction to continue buying Frasers Centerpoint Trust and Mapletree Commercial, plus Brookfield Infrastructure Trust.  This will take me up to 60% invested.I'm willing to catch falling knives when buying dividend stocks.  Even though they will be affected by the recession (except Netlink), all the SGX-listed stocks above should survive without raising capital, unless revenue drops by more than half.  Once the economy reco

Dividend by month1) singtel2) fcot sgx  starhillg fct sphreit cmt  capitacom mit suntec hsbank lian beng nam lee singpost3)   taisin  hsbank petronas capitaretail4) hsbc dbs5) fcot steng sgx  uob sph starhillg fct sphreit cmt cdg hcg Singre teckwah mit sci suntec  hlf ocbc ge6)  netlink hsbank maybank petronas dbs hkland7) singpost  tcil hsbc8) fcot singtel  plife  suntec ocbc  starhill sci steng fct singpost sphreit cmt ock  capitacom  siaen mit sats uob cdg sci ksh gpi dbs9)   hlf teckwah singre capitaretail  petronas hsbank ge hsbc10) sgx tcil lian beng hkland hsbc  maybank11) fcot taisin sgx spost  starhillg fct cmt siaen mit suntec dbs sia netlink hsbc12) sph ksh ock sats  ksh gpi&