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A Sneak Peak at the No Signboard IPO

A Sneak Peak at the No Signboard IPO

Seafood restaurant chain and brewery business group – No Signboard Holdings is seeking a Catalist listing to raise up to $35mil. Based on preliminary information, this could potentially value the company at approximately $130mil.

This post first appeared on ProButterfly.com on 13-Nov-2017 and also on InvestingNote. It was written by our veteran community member, Tam Ging Wien, author of REITs to Riches: Everything You Need to Know About Investing Profitably in REITs.

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Based on information available, ProButterfly understands that No Signboard Holdings is currently in the book building exercise phase to place out its shares.

ProButtefly understands that No Signboard Holdings is targeting a listing by 30-Nov-2017.

The deal size is for 125mil shares at a price range of 23c to 28c per share. This would place its total raised to anywhere in the range of $28.75mil to $35.0mil.

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Analysis of Keppel KBS US REIT IPO

Analysis of Keppel KBS US REIT IPO

A joint-venture (JV) between Keppel Corporation and KBS Pacific Advisors is seeking to raise $448mil in a Singapore initial public offering of Keppel-KBS US REIT (KKREIT).

This post first appeared on ProButterfly.com on 31-Oct-2017 and also on InvestingNote. It was written by our veteran community member, Tam Ging Wien, author of REITs to Riches: Everything You Need to Know About Investing Profitably in REITs.

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The KKREIT is a Real Estate Investment Trust (REIT) which draws rental income from 11 office properties across 7 major US cities including Seattle, Austin, Houston and Atlanta. The assets are a mix of prime and sub-urban office spaces.

At the time of writing, KKREIT has just lodged a preliminary prospectus for a listing on the Singapore Stock Exchange (SGX) mainboard. There is a total of 262,772,400 (262.77mil) units on offer at a price of US$0.88 per unit. The IPO and trading of the units will be denominated in USD.

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Mapletree Industrial Trust Purchases a Portfolio of 14 USA Data Centres

Mapletree Industrial Trust Purchases a Portfolio of 14 USA Data Centres

You got to hand it to these government linked REITs.

This post first appeared on InvestingNote and was written by our veteran community member, Kyith from Investmentmoats.com.

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A few years ago, Ascendas REIT (5.8% dividend yield on my dividend stock tracker) decides to go forth and venture south to the land of Australia. They went in big, by enlarging their short land lease portfolio by 25% with Australia freehold assets.

They were able to finance such a large acquisition with a combination of rights issue, preferred shares and debt. The net effect is that they managed to lengthen the average land lease of the portfolio, the WALE, added some rental escalation and diversified the geographical region.

Some time ago this year, Mapletree Industrial REIT (6% dividend yield) announced that they would like to expand their mandate to manage data centers.

This evening, Mapletree Industrial REIT announced that they will be purchasing 14 data centers in the USA from the Target Portfolio of Carter Validus Mission Critical REIT.

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How To Catch Falling Knife Of Blue Chip Stocks Without Getting Sliced

How To Catch Falling Knife Of Blue Chip Stocks Without Getting Sliced

Catching Falling Knife Of Blue Chip Stocks In Singapore Without Getting Sliced

This post first appeared on InvestingNote and was written by our verified community member, Li Guang Sheng.

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This weekend, I will be sharing my thoughts on catching falling knife blue chips like M1, Star Hub, SPH and Raffles Medical Group. Usually, for stocks that fall so much within a short period, there is a reason and usually is due to change in fundamentals such as profit, growth or potential future earnings look bleak. In my opinion, if a retail investor who hates to see paper losses should wait a bit more before burning their cash as analyst reports are usually negative on them hence funds are selling. There is no point in catching a falling knife for them as there is a possibility of further pain in such shares. Is better in my opinion for such retail investors to chase high and buy when fundamental improve than to bottom fish. There is no one size fits all investment strategy for all. For me, I prefer to bottom fish as there is more upside potential but the risk is paper losses in some counters when they continue to fall.

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FoodEmpire Holdings Ltd’s Business: A Complete Analysis

FoodEmpire Holdings Ltd’s Business: A Complete Analysis

This post on FoodEmpire was first posted here in InvestingNote, by one of our veteran community members SmallCapAsia.

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NAME: Food Empire Holdings Limited 

TICKER: SGX: F03 $Food Empire(F03.SI)
MARKET CAP: SGD 317.5 Million (As of 29 Sep 2017)

MARKET PRICE / SHARE: SGD 0.595 (As of 29 Sep 2017)

SECTOR: Consumer Products

INDUSTRY: Instant Beverage & Food Ingredient

COMPANY PROFILE (Excerpt from Company’s Website):

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SGX Mainboard-listed Food Empire Holdings (FoodEmpire) is a global branding and manufacturing company in the food and  beverage sector. Its products include instant beverage products, frozen convenience food, confectionery and snack food.

FoodEmpire’s products are sold to over 50 countries, in markets such as Russia, Ukraine, Kazakhstan, Central Asia, China, Indochina, the Middle East, Mongolia and the US. The Group has 24 offices (representative and liaison) worldwide. The Group operates nine manufacturing facilities in India, Malaysia, Myanmar, Russia, Ukraine and Vietnam.

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Free Investing e-Books For Investors!

Free Investing e-Books For Investors!

Free-Books To Level Up Your Investing Knowledge

We know that there are very good content being discussed in our platform, but at times, it can sink to the bottom of the Feed over time. Hence, we’ve compiled the best and timeless works written by our community members in InvestingNote, and made them into a beautiful e-Book series.
 
There’s a total of 5 volumes, each with a different theme, encompassing the respective views of different authors. These e-Books were created with permission of the respective community members.

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Market Insights Seminar @ CIMB Re-cap!

Market Insights Seminar @ CIMB Re-cap!

For the first time ever, we held a Market Insights Seminar that consisted of 3 key speakers, each with a different forte in investing methodology.

We got the experts into one special setting, bringing them offline to connect with retail investors to widen their investing knowledge and acumen.

Special thanks to presenters @TUBInvesting@BrennenPak@marubozu for sharing their views and insights on the market!

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InvestingNote Seminar Series: Market Insights

InvestingNote Seminar Series: Market Insights

Come and see where the Market is heading in this special seminar!

With the recent run-up of the STI index and the US market hitting all-time highs, do you as an investor feel a little disoriented on what to do next for your investments?

Are you also asking if it is a good time to entire the market, if you have yet to do so? Where is the market is likely to head towards in the next few months?

For this special Market Insights Seminar, there’s not one but 3 veteran financial bloggers from our community, each very well versed in their own investing approaches to address these questions and share their insights on the market.

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ComfortDelGro(C52.SI): Grow or No Grow?

ComfortDelGro(C52.SI): Grow or No Grow?

ComfortDelgro will be announcing its 2Q result tomorrow on 11th August.

This column is written by @j_chou from InvestingNote.com.
@J_chou has an interest in global macro trends, financial markets and equity research and enjoys applying a combination of the three in his investments. His eventual investing goal is to manage a risk parity portfolio and achieve true financial freedom.

A component of the STI, Comfort Delgro was once championed as a stable dividend paying stock with a strong economic moat. Recent disruptions in the taxi industry have since changed that view, causing the stock to tumble to its 52-week low despite a relatively muted 1Q17 earnings report. Investors were likely concerned with the falling revenue and operating profits, mostly attributed to the decline from the taxi segment. The share price has since recovered slightly from its 52-week low to $2.310, but there is still an opportunity to capitalize on the negative sentiments towards the company. In this article I will look to determine whether Comfort Delgro is ripe for a contrarian play by assessing its long-term prospects from a bullish, neutral and bearish perspective for the next 5-10 years.

Comfort Delgro: Much more than just a taxi company

The distinct blue and yellow taxis that peppers the streets of Singapore may cause investors to mistake Comfort Delgro as primarily a taxi company.

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Contrarian Investing Part 2: Lessons from Templeton

Contrarian Investing Part 2: Lessons from Templeton

Stock Picking Strategy Series: Contrarian Investing Part 2: Lessons from Templeton

If you like this column on contrarian investing and applying to stock analysis, please start voting which stocks you would like them to write on in their next article! This is your chance to interact with them and they will write on the most voted stock of your choice!

How to vote: Comment any of the 4 listed stocks of your choice mentioned in the article (M1, Comfort Delgro, SPH, SIA Engineering). The most number of likes/comments by Monday morning will be chosen. It’s that simple!

Voting starts now and ends on Monday (31st July) when market opens (9am)!

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Disclaimer: this article simply provided analysis on stocks from the fundamental perspective, it does not represent any buy/sell recommendation from Investingnote. *All the dollar unit ($) in this article refer to SGD.

This column is written by @j_chou.
–Jay has an interest in global macro trends, financial markets and equity research and enjoys applying a combination of the three in his investments. His eventual investing goal is to manage a risk parity portfolio and achieve true financial freedom.


With S&P 500 and NASDAQ closing at record highs today and VIX Index at a 23-year low, the timing seems ripe to revisit the contrarian approach!

Besides Dremen, another famous investor whom we can learn the contrarian approach from is Sir John Templeton.

Known for his acumen in global stock-picking, Templeton’s principles of purchasing at “maximum pessimism” pushed him towards stocks that had been entirely neglected. His story of profiting off the Great Depression is legendary: in 1939, he purchased $100 worth of every stock which was trading below $1 per share on the New York and American stock exchanges. This totalled about 104 different companies, a whopping 34 of which were bankrupt, and Templeton’s initial investment was $10,400. After four years, he managed to sell those shares for nearly four times the money he had initially invested. His genius proved to be timeless, as yet again in 1999 during the dot com bubble he famously predicted that 90% of the new Internet companies would be bankrupt within five years, and he very publicly shorted the U.S. tech sector.

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