In recent Ein55 Charity Course on Global Discounted NAV (DNAV) Stocks, we have raised fund of $24,488 to help needy families in Singapore. Under the spirit of charity, Dr Tee decides to share 134 Singapore Property Stocks and 3 global DNAV stocks in 3 countries with readers (detailed strategies including Ein55 Optimism levels, Ein55 intrinsic values and DNAV will be shared): 1) Singapore DNAV Stock – Hongkong Land (SGX: H78) 2) Malaysia DNAV Stock – Paramount (Bursa: 1724) 3) Hong Kong / China DNAV Stock – Yuexiu Property (HKEx: 123) Dr Tee, Ein55 Mentors & Graduates have together organized 11 charity investment courses (REITs in Nov 2015, May 2017 and May 2019, High Dividend Stocks in Mar 2016, Oct 2017 and Nov 2019, Global Growth Stocks in Apr 2018 and Nov 2020

 Capitaland (“CAPL”) announced that it would undertake a restructuring exercise, splitting its development arm from its investment management arm. Its development arm would be taken private, while its investment management arm would remain listed as Capitaland Investment Management (“CLIM”). This post would summarise my thoughts on this restructuring exercise, as well as my take on how we should value CLIM going forward. My general take on this deal is that it is the right strategy for CAPL to restructure its business. Property development is exposed to market cycles, regulatory action and other factors, whereas the investment management arm can expect to see more stable recurring revenues in the form of management fees and dividends from its stake in the various Reits. In fac

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

November turns out to be a busy month with so many events happening around the world. The biggest news was that Biden won the US Presidential election, and stock market breathed a sigh of relief as Republicans likely gain the senate majority, making the prospect of Biden’s tax hike unlikely.   Also global markets gotten another boost when the news of the major development of Covid 19 broke during premarket hours, expect for tech stocks went on a steep selloff . While investors cheer for a vaccine breakthrough, my stock portfolio performance had been lukewarm at best, as many of my SG portfolio gains were offset by drop in tech stocks. Nevertheless, my portfolio is still in the green with 15.78% (XIRR) returns YTD. Whereas on the east side, Jack Ma’s blunt China’s bank talk

Figure 1, Source: Yahoo FinanceFrasers Property Limited’s (FPL) one-year performance of -11.5% means that it has diverged significantly from its underlying REIT holdings - Frasers Centerpoint Trust, Frasers Commerical Trust, Frasers Logistic Trust and Frasers Hospitality Trust. The strongest performer is FCT, with a one year return of 23.04% (so much for the death of retail), while FLT and FCOT, which are set to merge, returned c.10%. The only underperformer is FHT with a c.-10% return, and evidently the current virus situation isn’t helping. Refer to Figure 1 above for the performance comparison.Figure 2, Source: Yahoo FinanceFurthermore, Frasers Property has underperformed its developer peers listed on the SGX during the past 12 months, including CapitaLand (+3%), CDL (+10%), and UOL

Please note that these articles are for discussion and informational purposes only and should not be relied upon as financial advice. Please read the full disclaimer available on the desktop version of my blog.February has been an extremely volatile month with huge swings in the equity markets. Thousand point moves in the Dow Jones Index meant that volatility has shot up, and investors are worried and confused. Our Straits Times Index wasn’t spared either. With all the negative headlines dominating the news every day, you may be wondering – what’s next?I would like to share with you the transactions I have made in the past month, as well as my game plan to navigate the volatile markets of today. I have made trades in four companies this month – I sold Eagle Hospitality Trust a

WatchlistSATSValuetronics: Valuetronics ResearchAscendas REITRaffles MedicalFrasers Property: A look at FPLUpdated as at 14/12/19I started investing in mid-2015, while I was in National Service. Looking back, mid-2015 was probably the worst time to start, as the markets began to decline due to the sharp fall in oil prices and fears of a hard landing for the Chinese economy. I'd concede that when I first started buying shares, I had close to zero knowledge about doing due diligence. All I did was to base my analysis on P/E or P/B ratios. I definitely wasn't ready, and consequently got badly burnt by the downturn in oil and gas sector. It was a humbling experience to be taught a lesson by Mr Market, and one thing I learnt was that we should never underestimate the power of the mark