See More Articles Posted 18 Oct 2019 - evankoh

12 Nov 2019

15 hours ago

Early Retirement Planning: Is Emigrating Possible with just $500,000?

Share Share Email WhatsApp Tweet At the end of the ninth intake of the Early Retirement Masterclass that was just concluded over the weekend, students were given a chance to think about a country they would like to emigrate to. The class was divided into 4 groups and each group had to select a target ...


11 Nov 2019

1 day ago

Eagle Hospitality Trust: Financial engineering and selling at 44.5 cents a unit.

When I analyse stocks, I am aware that I do not have the resources to do complete analyses. Most if not all of my analyses are incomplete and I make decisions based on such incomplete analyses. What? Really? Yes, really. An example: ComfortDelgro: An incomplete analysis. I just have to decide on which ...


10 Nov 2019

2 days ago

When You Think a Stock Is Expensive

Starting the journey in Singapore and in income stocks and venturing out to Hong Kong then US. I am still adapting to buying growing business in the PE range above 20x. My only ones is Ulta Beauty. I just made a quick look at Shanghai Airport. Remember my post on Beijing Airport 2018. Shangai International ...


2 days ago

Mapletree Annual Lecture 2019 Highlights

Source: Mapletree Investments One of the perks of being in an education institution again is the ability to attend certain talks held on campus. One such talk held last week was the Mapletree Annual Lecture. The lecture held annually by Mapletree Investments is open to the public but with limited slots. ...


2 days ago

Book Summary – The Little Book of Value Investing by Chris Browne

Summary from (Source) Chapter 1 : : Buy stocks on sale. The basic concept of Value Investing is “Buying a business for far less than it is worth”. Value investing is not a set of hard and fast rules. When prices drop, people buy more of the things they want and need, except in the stock market. Everyone ...


2 days ago

Causal Dining, Social Palace Singapore by Tang Palace

When I read that in Tang Palace Interim report that they will be opening one in Singapore this year, I am intrigued. The place is located in FORUM The Shopping Mall, Orchard Rd, #01-22. The mall is like a ghost town at 8.30pm, unlike the main streets of Orchard road. Not a wise place with a low footfall ...


9 Nov 2019

3 days ago

Initiated Position in Ascendas REIT and Dividend Collected (October 2019)

Dividend Collected 2019 Dividend collected for the month of October 2019: $878.30 OCBC BANK TEMASEKB231025 IS USD ASIA BOND IS US ASIA HYG Dividend Collected to Date Dividend (YTD): $13,419.00 Average Monthly Dividend (YTD): $1,341.00 Total Dividend Collected to Date: $88,274.89 Dividend by Month (Since ...


8 Nov 2019

4 days ago

SPH REIT Acquires 50.0% Interest in Westfield Marion Shopping Centre, Adelaide, South Australia

When SPH REIT announced its FY19 full year results, I mentioned that the debt gearing currently stood at 27.5% which I felt is low for a retail REIT and there is definitely further room for more acquisitions. On 7th November 2019, SPH REIT announced the acquisition of 50% in Westfield Marion Shopping ...


4 days ago

13 things I learned from the 2019 DRB-Hicom AGM

DRB-Hicom is a Malaysian conglomerate that is involved in the automotive, services, and property businesses. DRB-Hicom is also the parent company of Proton – Malaysia’s national automaker. In May 2017, DRB-Hicom announced plans to sell a 49.9% stake in Proton to Zhejiang Geely Automobile Holdings as ...


4 days ago

Undervalued Company with 18.2% Yields

Share Share Email WhatsApp Tweet Editor’s Notes: We previously covered how we were able to net a 153% gain on Oriental Watch Holdings here. It appears that the HK protests alongside the unsteady world macroeconomics have resulted in a buying opportunity once again. These are Oriental Watch Holdings relevant ...


5 days ago

Is Eagle Hospitality Trust worth it?

On 24 October, a reader left a comment here in my blog: " "The yield is almost 10% now. "When trading halt is lifted, price is likely to crash and yield will shoot up above ...


7 Nov 2019

5 days ago

Nov 19 - Portfolio & Networth Update

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" ...


5 days ago

MBA in a Nutshell #12 - Marketing : Marketing Mix - Product - Boston Matrix

The Boston Consulting Matrix was my first exposure into the power of 2x2 matrices. Some genius found a way to build a map of where all your products stand vi-a-vis each other based on the twin axes of market share and growth rate. This generates 4 possible quadrants : a) Star - High Growth, High Market ...


5 Nov 2019

7 days ago

Key things to know about the Ascott Residence Trust and Ascendas Hospitality Trust merger

On 21 October 2019, through their handheld devices, shareholders from both sides gave their blessings to the marriage between Ascott Residence Trust (Ascott) and Ascendas Hospitality Trust (A-HTrust). With combined assets of S$7.6 billion, the new entity – Ascott REIT Business Trust (Ascott REIT-BT) ...


7 days ago

The Best Fixed Deposits of November 2019

The next holiday most of us are looking forward to is probably the Christmas Season. In the month of November, banks have launched their Fixed Deposit Christmas Promotion where we can look forward to some attractive interest rates. For those who has a lump sum of cash and can afford to lock down the ...


8 days ago

Nibbled Ascendas Reit at TERP

I bought some Ascendas Reit (A17U.SI) at the TERP (theoretical ex-rights price) of 3.10 today. I read a well-written blog post and saw that the trading plan makes sense. Here is a summary of ...


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