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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.

mapletree-industrial-trust-k-amp-s-singapore-300x2041

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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Courts Asia, The ball is in your Courts

Courts Asia, The ball is in your Courts


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This article is written by @calvinwee in InvestingNote.

1. Brief background
Courts Asia ($Courts Asia(RE2)is a leading furniture and electronic products retailer from the United Kingdom and was first established in Singapore in 1974. Courts operates more than 85 stores in different store formats spanning over 1.7 million square feet of retail space across Singapore, Malaysia and Indonesia. Courts has enjoyed a dominating presence with the largest market share and the second largest in Singapore and Malaysia respectively. Moreover, Courts’ entrenched presence in Singapore and Malaysia is reflected by the 1.4 million members under its ‘Homeclub’ loyalty programme.

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Will $QAF(Q01) rise again?

Will $QAF(Q01) rise again?

Brief background

QAF Limited (SGX: Q01) is a leading multi-industry food company with operations primarily in Singapore, Malaysia, the Philippines and Australia. It’s core businesses include
1. Bakery
2. Primary production
3. Food manufacturing
4. Trading and logistics
5. Investments.

It owns household brands such as Gardenia and Bonjour under its bakery business segments and Cowhead and Farmland under its trading and logistics business segments.

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