InvestingNote's Signal Blog

Southeast Asia and India are poised to become the fastest-growing regions globally over the next decade, amid the burgeoning internet industry and the rise of tech unicorn companies.

On one hand, the relocation of the global industrial chain is set to catalyse the development of high-end manufacturing and electronic technology. On the other hand, the expanding middle class, spurred by urbanization and increasing income levels, is driving a growing diversity in internet services and digital consumption demands.

This landscape has given rise to tech companies such as SEA Ltd and Grab.   Join us as we discuss their market outlook and unique investment opportunity with 30 leading technology firms across 6 Southeast Asia and Indian markets, thereby capturing the potential of emerging Asian markets.

The initial offering period for CSOP iEdge Southeast Asia+ Tech Index ETF has started!

The ETF would be in 2 tickers with 2 currency denominations: SQQ + SQU.

For more info on how to subscribe, find out more here: https://csop.onlineminisite.com/sg/seaandtech/

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Also, join our telegram channel here: t.me/investingnoteofficial

We’re here to keep you in touch with the latest investing & stock-related news, happenings, and updates!

Southeast Asia and India are poised to become the fastest-growing regions globally over the next decade, amid the burgeoning internet industry and the rise of tech unicorn companies.

On one hand, the relocation of the global industrial chain is set to catalyse the development of high-end manufacturing and electronic technology.

On the other hand, the expanding middle class, spurred by urbanization and increasing income levels, is driving a growing diversity in internet services and digital consumption demands. This landscape has given rise to tech companies such as SEA Ltd and Grab.

Join us as we discuss their market outlook and unique investment opportunity with 30 leading technology firms across 6 Southeast Asia and Indian markets, thereby capturing the potential of emerging Asian markets!

Mr. Zhang Dinghai (Bruce) is a portfolio manager at CSOP Asset Management and is responsible for bonds, REITs and money market investment strategies.​

Mr. Adrian Chew is Senior Vice President at CSOP Asset Management. Adrian oversees ETF investment solutions for Brokers, Wealth Managers, and Family Offices in Singapore.

Date: 7 June, Wed
Time: 7.30PM

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InvestingNote is the largest & most active community of investors & traders in Singapore & Malaysia. Find out more about us here.

Download our free app here:

Also, join our telegram channel here: t.me/investingnoteofficial

We’re here to keep you in touch with the latest investing & stock-related news, happenings, and updates!

INVEST Fair 2023 is returning with a bang this year as a two-day physical event at Suntec Convention Hall! ​

This year, the grand theme is – “Growing Wealth with Confidence”, where we focus on helping you grow your wealth, while maintaining your financial wellness and stability.​

To help you achieve that this year, we’re moving beyond the realm of just stocks & securities – we’d be including cryptocurrency, wealth management, property and alternative investments!​

Join us on 12 & 13 August, 10AM – 5PM for an exciting weekend filled with lots of fun activities & challenges, interactive booths and insightful talks led by distinguished keynote speakers from various sectors!​

Just a sneak peek of the activities we’re planning:​

🎁 Treasure Hunt​

🎱 Booth Bingos​

💰 Live Auction​

🎲 Game Show​

📈 Trading Challenges​

🛍️ Goodie Bags… and more!​

Of course, good things take time – as we’re getting busy preparing an array of very extremely exciting activities for you, it’s time for you to save the dates!​

Pre-register right NOW and be automatically enrolled into our exclusive early-bird, risk-free lucky draw for the following prizes with a total value of more than $3,000:​

✅ MacBook Pro 13 worth $2,000 – 1x winner​

✅ Secret Lab Chair worth $800 – 1x winner ​

✅ Capitaland vouchers worth up to $500 – 5x winners, $100 each​

That’s NOT ALL – on top of that we are also having the regular lucky draws during the event – this really just means you can WIN more than just ONCE!

Stay tuned as we are about to reveal the exciting activities and speakers’ schedule soon…we look forward to having you for this extraordinary event.​

Register Now, Come Later! Don’t miss this!​

This exclusive early-bird lucky draw will only be open to those who register BY 15 June, and the draw will be held during the event on stage.​ This means this pre-registration page will close by 15 June and you will not be eligible for this exclusive early-bird lucky draw.

*programme schedule & activities subject to changes​

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InvestingNote is the largest & most active community of investors & traders in Singapore & Malaysia. Find out more about us here.

Download our free app here:

Also, join our telegram channel here: t.me/investingnoteofficial

We’re here to keep you in touch with the latest investing & stock-related news, happenings, and updates!

Thank you for making REITs Symposium a Huge Success! 🎉

We certainly hope you had a fantastic time last Saturday, connecting with the speakers and financial influencers as well as learning more about the REITs market.

✅ 1,000+ Registrants 
✅ 30+ REITs C-Suite Panelists & Industry Experts
✅ 30+ REITs Partners + Strategic Sponsors

We would like to extend our sincere gratitude to our attendees & supporters, our REITs partners & industry experts for sharing their insights, our strategic sponsors for making the event exciting and our friends for helping us to share about the event!

Your support and engagement meant everything to us!

Missed out on REITs Symposium?

You can still catch up with our REITs Partners & Sponsors right now at the REITs Symposium website:
REITs partners: https://lnkd.in/gfsgAX4p
Strategic Sponsors: https://lnkd.in/g2hJmfBG

INVEST Fair is our next big event happening in August…pre register here.

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InvestingNote is the largest & most active community of investors & traders in Singapore & Malaysia. Find out more about us here.

Download our free app here:

Also, join our telegram channel here: t.me/investingnoteofficial

We’re here to keep you in touch with the latest investing & stock-related news, happenings, and updates!

What’s the first thing that comes to mind when CapitaLand is mentioned? Of course, it’s their malls from downtown malls such as Plaza Singapura and Bugis Junction located in central Singapore, to those located in the heartlands, such as Junction 8, Lot One Shoppers Mall, etc.

But CapitaLand’s business is much bigger than just the retail malls. In fact, there are a total of 5 real estate investment trusts (REITs) in Singapore managed by CapitaLand Investment (CLI), the largest REIT sponsor in the country, where it is also the largest unitholder in each of its REITs and business trusts. With their sponsor’s strong support, CapitaLand’s REITs continue to find attractive growth opportunities, demonstrating a strong commitment to consistently deliver value to their unitholders.

Being industry stalwarts, CapitaLand’s REITs have been consistently recognised as beacons of strong corporate governance. They have performed well on the Singapore Governance & Transparency Index 2022, where they have held leading positions: CapitaLand Ascott Trust (1st position), CapitaLand Ascendas REIT (2nd position), CapitaLand Integrated Commercial Trust (4th position), CapitaLand India Trust (6th position) and CapitaLand China Trust (11th position.) On top of that, CapitaLand’s REITs, cognisant of their responsibilities to the communities they operate in across the world, are also sustainability champions. In-line with the vision of CapitaLand’s 2030 Sustainability Master Plan, CapitaLand’s REITs have made significant strides in embedding sustainability in their businesses and operations.

In this post, I’ll be sharing with you more about each of the 5 CapitaLand REITs in terms of the assets it invests in, performance (financial, portfolio occupancy, and debt profile) over the last 10 years, along with snapshots of its business highlights for the first quarter of FY2023 ended 31 March.

Let’s begin…

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Are REITs still good in the current high interest rate environment?

Join us on May 20 Saturday, at Suntec Convention Centre Hall, Summit 1 & 2 (Level 3) for an insightful and informative session, where we get down to understand if REITs can add significant value to your investment portfolio.

Today we’re featuring 3 industry experts who will cover the following points at the event:

✔ The Big Debate​ between REITs, Stocks & Bonds
✔ The fundamentals of REITs and how they work in today’s market
✔ Strategies to build your own retirement portfolio & maximize yield from REITs
✔ The impact of interest rates on the REITs market and how to navigate these changes

Our esteemed speakers will be covering the following:

Kenny Loh, REIT Specialist & Independent Financial Advisor: Insights To Best Performing REITs​​

Emelia Tan, Director, Research & FinLit Equities at SGX: REITs, Stocks And Bonds: The Big Debate​

David Kuo, Co-Founder of The Smart Investor: Building Your REIT-IREMENT Portfolio​​

Venue: Suntec Convention Centre Hall, Summit 1 & 2 (Level 3)
Date & Time: May 20, Sat, 9.00AM – 6.00PM

Check the programme schedule and full lineup of speakers here.

Hurry, tickets are selling fast – Grab your tickets now!

Sign up here: https://reitsymposium.com/home.html

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InvestingNote is the largest & most active community of investors & traders in Singapore & Malaysia. Find out more about us here.

Download our free app here:

Also, join our telegram channel here: t.me/investingnoteofficial

We’re here to keep you in touch with the latest investing & stock-related news, happenings, and updates!

In today’s post…

This post was originally posted here. The writer, Brian Halim is a veteran community member and blogger on InvestingNote, with a username known as @3Fs and has close to 2482 followers.

The prospect for a Data Reit centre demand was so hot last year that when Digital Core REIT decided to list in SGX last year, there were many that jumped into the bandwagon – benchmarking its performance to the very resilient Keppel DC REIT which has been around longer.

Myself included – I subscribed to the IPO and successfully received 2,600 shares which I have kept till today. Since it is a relatively small position, I have not looked at it with much detail but have been keeping a tab on its development since the share price plunged over the last year or so.

‌The funny thing about this is a lot of the REIT structure, sponsor support and asset quality are pretty much the same, but the two tales of the REIT are an exact opposite. Will this be an opportunity or a trap for the shareholders of Digital Core Reit?

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In today’s post…

This post was originally posted here. The writer, Vincent Wong is a veteran community member and blogger on InvestingNote, with a username known as @vincentwong and has close to 805 followers.

“IFRS 16, or International Financial Reporting Standard 16, is an accounting standard that took effect on January 1, 2019. It primarily addresses the accounting treatment for leases, significantly impacting companies that are lessees (tenants) and how they report their lease arrangements on financial statements. The most affected industries include retail, food and beverage, and airlines that don’t own their airplanes, among others.

In this article, you’ll gain a basic understanding of the accounting standard using Kimly as an example and learn how to adjust your fundamental analysis.”

Before and After

Before IFRS 16, operating leases generally weren’t recognized on a company’s balance sheet. Instead, they were treated as off-balance-sheet items, with lease payments recognized as an expense in the income statement. This approach often resulted in a lack of transparency in financial reporting since the company’s lease obligations weren’t clearly visible on the balance sheet.

Under IFRS 16, lessees must recognize a right-of-use (ROU) asset and a lease liability on their balance sheet for all leases, with limited exceptions. This new approach affects companies that lease in the following ways:

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🚀 Get ready, investors! REITs Symposium 2023 is happening on May 20th, and it’s your chance to learn from top financial influencers and gain valuable insights into the world of real estate investment trusts (REITs). 

🎤 Join us for a day filled with engaging activities, insightful sessions, and networking opportunities with renowned financial bloggers and influencers. 

🔍 Don’t miss the Technical Analysis Zone from 1.30PM – 3.00PM, where experts like Dan Chang will share their charting insights for identifying opportunities in the REITs market. 

🌟 And be sure to catch The Joyful Investors – Hazelle, Keith, and Kathy – at our ShareInvestor Booth from 12.15PM – 1.00PM as they reveal their secrets to building a successful REITs portfolio. 

Keep an eye on our page for more exciting announcements and surprises. Secure your spot now and we’ll see you there!

Sign up here: https://reitsymposium.com/home.html

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InvestingNote is the largest & most active community of investors & traders in Singapore & Malaysia. Find out more about us here.

Download our free app here:

Also, join our telegram channel here: t.me/investingnoteofficial

We’re here to keep you in touch with the latest investing & stock-related news, happenings, and updates!

Our valued Partner – Societe Generale has launched 7X DLCs on HSTECH Index!

The new SocGen 7X DLCs on the Hang Seng TECH Index have started trading on 4 April 2023.

The new DLCs offer investors 7 times leverage exposure on the daily performance of the index for both Long and Short trades.

View the full list of HSTECH DLCs on SocGen’s DLC website here.

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InvestingNote is the largest & most active community of investors & traders in Singapore & Malaysia. Find out more about us here.

Download our free app here:

Also, join our telegram channel here: t.me/investingnoteofficial

We’re here to keep you in touch with the latest investing & stock-related news, happenings, and updates!