1. SPH Reit  --  4th Jan 20192. SPH  --  11th Jan 20193. First Reit  --  16th Jan 20194. FrasersCom Trust  --  18th Jan 20195. Kep Reit  --  21st Jan 20196. Frasers Cpt Trust  --  21st Jan 20197. Mapletreelog Trust  --  21st Jan 20198. Kep DC Reit  --  22nd Jan 20199. Kep Infra Trust  --  22nd Jan 201910. MapletreeInd Trust  --  22nd Jan 201911. MapletreeCom Trust  --  23rd Jan 201912. Kep T&T  --  23rd Jan 201913. Suntec Reit  --  23rd Jan 201914. CapitaMall Trust  --  23rd Jan 201915. SGX  --  24th Jan 201916. Kep-KBS US Reit  --  24th Jan 201917. Kep Corp  --  24th Jan 201918. Frasers L&T  --  24th Jan

Is SATS Limited The Stock To Buy In Singapore?SATS Ltd has been producing very consistent results, is that enough for an investment?The post Is SATS Limited The Stock To Buy In Singapore? appeared first on Value Invest Asia.

Investors are encouraged to analyse and review financial statements on a regular basis (quarterly or semi-annually), issued by the companies within their portfolios. Admittedly, there is a lot of information to digest, and this tends to put off many investors, especially if they are not naturally attuned to numbers. Most investors tend to focus their attention on the income statement and look for revenue, margin, or profit growth. While this is not a bad idea, focusing too much on the income statement neglects a very crucial aspect of investing — that of cash generation. Investors should actually be turning their attention to the cash-flow statement first, balance sheet second, and the income statement last of all. Let’s look at why this is so. Cash is king Cash undoubtedly rem

When an investor approaches the stock market with the intention of buying shares, he or she would expect to find an equal proportion of companies that are cheap, expensive, or fairly valued. In reality, though, my observation is that most companies end up being either too cheap or too expensive, and this is mainly due to the effects of human psychology or emotions being applied to the stock market. If everyone was a rational robot, we would hardly see sharp, unexplained, and frequent share-price fluctuations. Here are three major causes of this phenomenon. 1. Hype If a company is “hyped,” that means it has seen strong promotion and marketing — from company leadership, the media, or both — involving touting and amplifying the company’s positive traits while eit

Downturns, recessions, and bear markets can feel very scary as doomsday headlines start appearing in the media and pessimism abounds. During such turbulent times, it is natural for most investors to hunker down and wait, hoping for the storm to pass quickly. Our brain’s defence mechanism programs us to avoid danger and seek safety and shelter. This causes many investors to freeze like deer in the headlights, unable to take appropriate action to steer their portfolios to calmer waters. The right thing to do is to consistently buy shares when valuations are attractive, but this is easier said than done. Waiting for a recovery Common practice amongst investors is to wait for evidence of a recovery before committing any capital to the stock market. A friend of mine sold off all of his st

On Wednesday, SATS Ltd (SGX: S58) released its third-quarter earnings update for FY18-19. SATS provides food solutions and gateway services solutions. The food solutions segment covers airline catering, food distribution, and industrial catering, and the gateway solutions segment includes ground handling services of passengers, flights, and cargo. Here are ten things investors should know about SATS’s latest results: Revenue for the quarter was up by 5.5% year on year to S$464.0 million. Operating profit was down marginally by 0.6% to S$65.3 million, mainly due to higher expenditures. The conglomerate’s operating margin fell from 14.9% last year to 14.1% in this quarter. Associates and joint venture’s profit after tax contribution jumped by 51.1% to S$20.7 million, mainly due to str

UOBKH’s alpha pick portfolio managed to outperform the broader market last year. Even during the tumultuous month of last December, as a result of uncertainty from the US-China trade dispute and tightening of US monetary policy, UOBKH’s alpha picks managed to stay resilient and put up a reasonable performance. UOBKH reshuffled its alpha picks with five recommendations for investors to start their alpha pursuit for 2019. Investors Takeaway: Kick Off Your Alpha Pursuit With These 5 SG Stocks By UOBKH Netlink NBN Trust Netlink NBN Trust (Netlink) is the latest addition into UOBKH’s set of alpha picks. According to UOBKH, Netlink has a dominant market share of 90 percent of the residential market and 35 percent of the non-residential fibre connections market. Netlink Trust’s growth i

It’s a big week for Singapore’s transportation sector with numbers from a port operator, an airport services outfit and a cab firm. Hutchison Port Holdings (SGX: NS8U) posted a slump in third-quarter profits in October. Revenue fell nearly 7% because of weaker within Asia. The Hong Kong-based port operator said it will continue to focus on improving costs given the soft global trade outlook. Airport services company, SATS (SGX: S58), reported a 9% drop in second-quarter earnings because of the absence of a one-time gain a year ago. But SATS said revenues was 4.2% higher, with gateway services up 6.3% and food solutions up 2.5%. ComfortDelGro (SGX:C52) said third-quarter profits were down 2%. But revenues improved 8.5% with increased revenues from its existing business and contributions

It’s time of the year again when we come together for a family reunion, indulge in good food and have the weight loss resolution on the back burner. It is also the time when some of us look at Feng Shui predictions to see what the new year brings for our health, career and finances. Out of curiosity, I took a look at what the Feng Shui masters are telling us regarding the stock market in the Year of the Pig. Gloomy times ahead? For the Pig year, wood and earth industries should do well. These include the fashion, media, education and environmental sectors. Sectors such as property, mining, insurance, and computer software may also see an uplift. On the contrary, water and metal industries may underperform. Sectors that may not do well in the Pig year include shipping, transport, communi

Haw Par Corporation Ltd (SGX: H02) is the maker of the Tiger Balm brand of ointment. Other than its healthcare arm, it also has strategic stakes in UOL Group Limited and United Overseas Bank Ltd. At a current price of S$12.22, Haw Par’s stock price is 4.8% higher than its 52-week low of S$11.65. Is Haw Par cheap now? If so, it might be a good opportunity for investors to start or add to a position in the stock. There is no easy answer to the question “Is this stock cheap?”, but we can get some insight by comparing Haw Par’s current valuation with the market’s valuation using three common metrics: the price-to-book (P/B) ratio, price-to-earnings (P/E) ratio, and dividend yield. I will be using the SPDR STI ETF (SGX: ES3) as a proxy for the market; the SPDR STI ETF is an

The Trump effect that had buoyed global markets has ironically turned to take its toll on as tensions with China ratcheted up a notch. Despite the underperformance of the Straits Times Index in 2018, UOBKH’s top picks managed to outperform the broader market last year. Given UOBKH’s good track record, it may pay off to heed UOBKH’s top picks for 2019. Investors Takeaway: 4 Investment Ideas For Alpha In 2019 By UOBKH Recovery Of Thai Beverage According to UOBKH, with the dismal share price performance in 2018, there is a good chance Thai Beverage (ThaiBev) will fare much better this year. Since the start of the year, the stock has already risen over 20 percent to $0.735. With a $0.80 price target, UOBKH sees almost another nine percent potential upside, with limited downside risks.

SATS Ltd (SGX: S58) is a company with two business segments: Food Solutions and Gateway Services. The Food Solutions segment covers airline catering, food distribution, and industrial catering whereas the Gateway Solutions segment is involved in ground handling services of passengers, flights, and cargo. In a previous article, I highlighted a number of reasons why SATS might be a good share for dividend investors to own for the long term. As a quick recap, those reasons were: SATS has a solid financial track record It has a growing dividend The balance sheet is strong But, all companies come with risk and there is one risk with SATS that investors should take into account as well before deciding whether they should be investing in the company right now. The risk: A high valuation As inv

With over 900,000 members, an NTUC membership is one of the most popular membership programmes in Singapore. But what exactly does it mean to be an NTUC Member and is it worth becoming one? We take a closer look at all the monetary and non-monetary benefits that NTUC members enjoy to help you decide. What Is An NTUC Membership? NTUC membership is issued by the National Trades Union Congress (NTUC), a national confederation of trade unions and network of professional associations and partners across all sectors in Singapore. For a complete list, you can refer to the organisation directory. Signing up for a NTUC membership makes you either an Ordinary Branch (OB) or General Branch (GB) union member. You can join as an OB member if your company has established a relationship with the respec

SATS Ltd (SGX: S58) is a Singapore-listed company with a market capitalisation of S$5.52 billion. As a quick background, SATS is the leading provider of gateway services and food solutions in the region. It caters to the needs of the aviation sector and a host of other businesses in hospitality, food, healthcare, freight, and logistics industries besides governments. SATS can be seen almost everywhere at Singapore’s Changi Airport, where it manages most of the gateway services for airlines. Between from 1 Jan to 31 Dec 2018, SAT’s total return, which includes reinvested dividends, underperformed the Straits Times Index (SGX: ^STI), with the former registering a negative 7.2% return, compared to a negative 6.5% return for the latter. Has the pullback in SATS’ shares made it a bargai

SATS Ltd (SGX: S58) is a company providing food solutions and gateway services solutions. The Food Solutions covers airline catering, food distribution, industrial catering whereas Gateway Solutions is involved in ground handling services of passengers, flights and cargo. In the last 12 months, the company’s stock price was down by more than 15% from its high of S$5.85 to S$ 4.90 (as of writing). Its lower share price might look attractive to different investor groups, one of which is the dividend investors. This article focuses primarily on this group of investors. In particular, we will like to highlight a number of reasons why SATS might be a good candidate for dividend investors to hold for the long term. We discussed the first two reasons this might be a good dividend stock in an

Income investors would ideally like to invest in companies that have sustainable dividends. Unfortunately, no one can accurately predict the future, which makes estimating the future dividends of a company potentially tricky. One way to help clear up some of the fog would be to look at a company’s history of paying dividends. Over the past 10 years, the global economy has been through some really rough times, with the great financial crisis being the most jarring episode. It would thus mean that a company that can grow its dividends in the past decade has a business that has some stability and sustainability in the past – and that could be a great starting point for further research. Here, we will like to share with you five blue chip stocks which have managed to grow their dividend pa

SATS Ltd (SGX: S58) is a company providing food solutions and gateway services solutions. The Food Solutions covers airline catering, food distribution, industrial catering whereas Gateway Solutions is involved in ground handling services of passengers, flights and cargo. In the last 12 months, the company’s stock price was down by more than 15% from its high of S$5.85 to S$ 4.90 (as of writing). Its lower share price might look attractive to different investor groups, one of which is the dividend investors. This article focuses primarily on this group of investors. In particular, we will like to highlight a number of reasons why SATS might be a good candidate for dividend investors to hold for the long term. Solid financial track record Investors make money from stock investment in two

According to a recent report released by the Singapore Exchange, 32 companies bought back 97 million shares or units for a total amount of S$78 million in December 2018. For the full year, the total share buybacks amounted to S$1.5 billion. The top ten companies with the most significant share buyback amounts in December were United Overseas Bank Ltd (SGX: U11), Keppel REIT (SGX: K71U), Oversea-Chinese Banking Corporation Limited (SGX: O39), Stamford Land Corporation Ltd (SGX: H07), Venture Corporation Ltd (SGX: V03), SingHaiyi Group Ltd (SGX: 5H0), SATS Ltd (SGX: S58), Singapore Post Limited (SGX: S08), Tuan Sing Holdings Limited (SGX: T24), and Sembcorp Industries Limited (SGX: U96). Keppel REIT’s manager has been regularly buying back the REIT’s units since July 2018. As I noted

The Straits Times Index (STI) is made up of the 30 strongest and most liquid stocks listed in Singapore. Comprising close to 80% of the entire market value in Singapore, the returns that the stocks on the STI provides is essentially the market returns or benchmark returns. For investors who are new or prefer taking a hands-off approach, being able to invest in the STI can be the most practical way to invest. This is primarily because it offers several advantages such as diversifying our investment portfolio with just one investment as well as receiving the market returns without requiring much knowledge or spending time monitoring and adjusting our portfolios. Currently, there are two listed STI exchange traded funds (ETFs) – the SPDR STI ETF and the Nikko AM Singapore STI ETF – that w

From 2008 to 2018, the Straits Times Index (SGX: ^STI) produced an annualised total return of 9.2%. Dividends have contributed significantly to the total return. Excluding dividends, the Straits Times Index‘s return during the period would be lower at 5.7% per year. The local stock market benchmark’s 10-year total return is also higher than that of regional indices such as the Hang Seng Index, Nikkei 225, and CSI 300. These statistics were revealed in a recent report by the Singapore Exchange. Some Straits Times Index components have performed better than the index. Let’s look at the best three of the lot, starting with the company with the lowest total return. Blue-chip #3 Jardine Cycle & Carriage Ltd (SGX: C07) slots into the third place. The firm has three main business segm