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As we approach mid-year 2019 (Guest Post)

As we approach mid-year 2019 (Guest Post)

Since the last post, the STI did indeed fell further forming a trough by early June. By this week, the STI regained some of its lost territory, landing at 3214.85.

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This post was originally posted here. The writer, Brennen Park is a veteran community member and blogger on InvestingNote, with username known as Brennen Park and 3400+ followers.

Banks are still lagging as the fall out of the US-China trade war began to infiltrate into smaller economies. It is a situation that when giants fight, all the others feel the ripples. For the 1st quarter of 2019, the actual GDP growth of 1.2% fell short against the forecast of 1.9%. Economists are now downgrading Singapore’s yearly growth rate from 2.5% forecast in March 2019 to 2.1% for year 2019. Certainly, the banks stocks are not going to fare well when the state of the economy worsens. Just months ago, it was widely expected that the FED would continue to increase the interest rate well into 2020. This would help mop off the liquidity in the system, resulting in higher net interest margin (NIM) for the banks. Right now, more and more are expecting the FED to lower the interest rate in response to the slowdown due to the on-going trade war. This would inadvertently slacken the interest margin again. Banks, which have been increasing their deposit rates recently, in preparation for higher interest rates may find their efforts come to naught if they are not able to lend them out efficiently.

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New Portfolio Update!

New Portfolio Update!

We’re excited to announce that we’ve just updated an entirely new, sleek and comprehensive portfolio for everyone!

Key features include:

  • dividend tracking
  • comparisons with STI index
  • portfolio composition
  • sector breakdowns
  • all open, closed positions and current holdings
  • importing and exporting via CSV format
  • cash balance
  • currency denomination
  • multiple portfolios

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Note that this is currently only available on website. We will update this to our iphone and android apps very soon. Please bear with us.

Good things must share! Help us spread the word!

The Guide To SGX-Listed Singapore Stocks 2018 Edition

The Guide To SGX-Listed Singapore Stocks 2018 Edition

We have a new eBook, The Guide To Singapore Stocks 2018 Edition, written by popular bloggers: TUBInvesting (@TUBInvesting), Simple Investor (@Simpleinvestorsg) and featuring special commentary by Lau Shi Ern (@LauShiErn).

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Organised by industry and sector and consisting of 700+ pages, this guide allows you to quickly understand how each SGX-listed company has been performing and what it does.

In this edition, we are pleased to have Shi Ern on board as a collaborator, who worked as an investment analyst previously.

Over the past few months, Shi Ern has taken time to answer questions from many fellow investors, doing it out of good will and sharing his thoughts with the community. Having experienced investing as a fund analyst, we believe his view will be useful as a unique perspective to our readers.

See what we mean by downloading the sample chapters here.

Buy the book by clicking the button below”

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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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Top SGX Stocks Every Investor Needs To Know in 2017

Top SGX Stocks Every Investor Needs To Know in 2017

Our Singapore stock exchange (SGX) offers more than 700 stocks in total.

sgx
The Singapore Stock Exchange, SGX

These 700+ Singapore stocks consist of blue chips, dividend stocks, growth stocks, value stocks, penny stocks etc. So, where do investors start from?

Some of the key screening criterias investors use to categorise stocks include dividend yield, price to earning (P/E) ratio, sharebuy back and more.

Here, we’ve compiled a top SGX stock list (non-exhaustive) according the various criterias for your reference.

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The in-depth analysis on $Cogent(KJ9.SI)

The in-depth analysis on $Cogent(KJ9.SI)


This column is jointly written by @fayewang, @gordon_ong and @J_Chou
-Faye is both a fundamental analyst and economist by nature. She is a global thinker who’s open-minded and enjoys learning from the market.
-Gordon has a demonstrable interest in equity investments, financial markets, and negotiating deals. As @NTUInvestmentClub president, he has an understanding of what factors drive an organisation’s success.
-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.

Recent News

31 May – Establishment Of Cogent Chemical Logistics Pte Ltd Subsidiary, To Provide Value- Added Logistics Providers And General Warehousing. Paid-Up Share Capital = $30,000.
12 May – FY17 Q1 Results
11 Apr – AGM
11 Apr – FY 16 Annual Report
7 Apr – Corporate Updates: 1. Container Depot On Jurong Island Is Completed And Fully Operational 2. Gantry Crane System At Cogent 1 Logistics Hub’s Sky Depot Is Completed And Fully Operational 3. Phase 2 Of Warehouse In Port Klang Free Zone Is Completed And Will Be Fully Leased To A Single Tenant For 3 Years
27 Feb – Cogent Awarded 2.5 Ha Land In Jurong Island To Build Full-Fledged
Container Depot

Business Model

Cogent Holdings Limited, an investment holding company, provides logistics management services in Singapore. It operates through Transportation Management Services, Container Depot Management Services, Automotive Logistics Management Services, and Warehousing and Property Management Services segments. The company operates a fleet of approximately 100 prime movers 400 trailers; and manages and operates approximately 3.8 million square feet of storage space. Cogent Holdings is 79.78% owned by the Tan family.

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Weekly Analysts On Demand Series: Logistics Industry Overview and Your Stock Vote! #analystsondemand

Weekly Analysts On Demand Series: Logistics Industry Overview and Your Stock Vote! #analystsondemand


This column is jointly written by @fayewang, @gordon_ong and @J_Chou
-Faye is both a fundamental analyst and economist by nature. She is a global thinker who’s open-minded and enjoys learning from the market.
-Gordon has a demonstrable interest in equity investments, financial markets, and negotiating deals. As @NTUInvestmentClub president, he has an understanding of what factors drive an organisation’s success.
-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.

Together, they are your analysts on demand!

If you like this column, 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 on only one Logistic listed stock of your choice mentioned in the article. The most number of likes/comments by tomorrow morning will be chosen. It’s that simple!

Voting starts now and ends at tomorrow (15 June) when market opens (9am)!

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.


Picture retrieved from: Transport and Storage Services Industry Infographic
http://www.singstat.gov.sg/statistics/visu…

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IHH(Q0F): Health and Wealth?

IHH(Q0F): Health and Wealth?


This column is jointly written by @fayewang@calvinwee and @gordon_ong
-Faye is both a fundamental analyst and economist by nature. She is a global thinker who’s open-minded and enjoys learning from the market.
-Calvin is a fundamental analyst at heart and an ardent disciple of value investing. He relishes the process of searching for undervalued stocks and enjoys collecting dividends from his stocks.
-Gordon has a demonstrable interest in equity investments, financial markets, and negotiating deals. As @NTUInvestmentClub president, he has an understanding of what factors drive an organisation’s success.

Brief Background: 
IHH Healthcare Berhad (IHH) operates an integrated healthcare business and related services and has leading market positions in its home markets of Singapore, Malaysia and Turkey. IHH is the world’s second largest healthcare operator by market capitalization. It is listed on both Bursa Malaysia and SGX since 2012.
IHH operates through four segments:
* Parkway Pantai, one of Asia’s largest private healthcare providers with a network of hospitals, medical centres and clinics, and ancillary healthcare businesses in predominantly in Singapore and Malaysia.
* Acibadem Holdings, an integrated private healthcare and diagnostics provider with an extensive network across Turkey and a leading player in the Turkish private healthcare sector
* IMU Health, Malaysia’s first private healthcare university to offer local and foreign programmes
* ParkwayLife REIT, which is a real estate investment trust, and others segment, which includes the corporate office. Its business units operate over 10,000 licensed beds in approximately 50 hospitals, as well as medical centers, clinics and ancillary healthcare businesses in over 10 countries.

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Quick review of 3 stocks’ fundamental situations and Your stock vote!

Quick review of 3 stocks’ fundamental situations and Your stock vote!

This column is jointly written by @fayewang, @calvinwee and @gordon_ong.

-Faye is both a fundamental analyst and economist by nature. She is a global thinker who’s open-minded and enjoys learning from the market.
-Calvin is a fundamental analyst at heart and an ardent disciple of value investing. He relishes the process of searching for undervalued stocks and enjoys collecting dividends from his stocks.
-Gordon has a demonstrable interest in equity investments, financial markets, and negotiating deals. As @NTUInvestmentClub president, he has an understanding of what factors drive an organisation’s success.

Together, they are your analysts on demand!

If you like this column, please start voting which of these 3 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 the stock of your choice: either Hyflux, Chews or Thaibeverage. The most number of likes/comments by the end of the day will be chosen. It’s that simple!

Voting starts now and ends at tomorrow (16 May) when market opens (9am)!

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