RT 
For the vast majority of investors looking to select individual stocks that will outperform the market, they tend to fall short. While I am not against buying individual stock counters (I do so myself), the reality is that most stock selections by retail investors fail to live up to their expectations. Everybody wants to find … Read more
SIA went ex-rights today and there was some pretty weird action in its share price which I can’t seem to understand. I have previously written this article: SIA Rights Issue: Debunking the complication behind the Math. In that article, I tried to “simplify” the seemingly complicated SIA rights issue announcement and more importantly, look to … Read more
In this ultimate guide to REITs in Singapore, I will be providing comprehensive coverage of all things REITs here in sunny Singapore, ending the article by identifying top REITs in Singapore to buy today based on three different methods. Introduction The REIT sector has been extremely volatile of late due to the COVID-19 pandemic issue … Read more
Warren Buffett announced in its 1Q20 briefing that the conglomerate, in a stunning move, has sold all its airline stakes in the current quarter, worth slightly north of US$4bn as of end-2019. This was a massive U-turn from just a couple of months back in February where Buffett stated he will not be selling any … Read more
1Q20 weak performance due to COVID-19 impact Yangzijiang (YZJ) announced its 1Q20 results on 29 April. Its 1Q20 revenue declined by 44% YoY to CNY3.5bn while earnings dropped a more hefty 51% to CNY404m. At this current run-rate, annualized earnings are expected to be at CNY1.6bn compared to the street estimate of approx CNY2.8bn prior … Read more
This week saw an unprecedented drop in oil prices to a negative level, almost -$40/barrel to be exact. Such a phenomenon has not happened in the past and it was largely the result of paper traders and Oil ETFs dumping their expiring May contracts “by all means” as buyers disappear. Since then, WTI oil prices … Read more
In this article, I will introduce 4 recession-resistant stocks with a fortress balance sheet. Not only are they COVID-19 resilient, meaning that the negative impact of the coronavirus outbreak to their income is marginal or might even be positive, but they will also continue to strive after this whole health pandemic issue is over by … Read more
Recessions are a part of the economic cycle and they often lead to market corrections and in severe cases, a bear market which is often characterized by a drop of more than 20% from the market peak. It is during these recessions where there might be some of the best opportunities in the stock market. … Read more
Last month, we entered into Bear market territory in record time. In less than a month, the stock market U-turn dramatically and we are back in Bull market territory, characterized by a 20% appreciation from the low point. Investors went from asking, ” How long more is the stock market going to crater”, to ” … Read more
Concerns about the developing global COVID-19 pandemic have sent the equity market in a tailspin. However, there will always be stocks that are better positioned to ride out the current market volatility. Here we introduced 4 stocks with more than 80% recurring revenue owned by Gurus All 4 stocks have outperformed the S&P500 in terms … Read more
While I don’t recommend trying to time stock purchases with a crystal ball in front of you, especially during a bear market potentially as severe as the one we are currently facing, I will provide some reference point as to when might be the IDEAL time to PICK a bottom and start investing more aggressively … Read more
S-REITs are in the spot light again today, with SPH REIT surprise DPU cut as well as the government enacting a new law to be passed in mid-April, granting restaurants and other commercial tenants that are unable to pay rent due to COVID-19 be able to hold off such contractual obligation for at least six … Read more
Brief background summary By now, most of you would probably have been aware of Singapore Airlines’ (SIA) plight and the need to do a massive fund-raising exercise, fully-backed by Temasek. This means that if Singaporeans are not willing to support our national carrier by subscribing to those new shares, Temasek will come in to backstop … Read more
Possible for the average Singaporean to achieve? The Full Retirement Sum (FRS) in 2020 is at S$181,000. This means that if you hit Age 55 in 2020, this is the amount you NEED to set aside in your CPF account to contribute to CPF LIFE when you hit Age 65. As most Singaporeans would already … Read more
In Part 1 of our analysis of how to buy REITs in Singapore, I introduced 10 Key Quantitative S-REIT filters to effectively and swiftly screen for REITs in Singapore that might be undervalued in terms of both operating fundamentals as well as price attractiveness. Part 1: How to buy REITs in Singapore. 10-key S-REIT Quantitative … Read more
Why are S-REITs selling off? Now might seem the worst of time to buy REITs in Singapore, or perhaps the best of time, depending on how you see it. Since its peak on 19 Feb, the S-REIT market has essentially cratered by approx. 34% as of this writing, more than the 28% fall in the … Read more
