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Category: Stock Insights

Bursa’s FGV Holdings – Is It Doing Well As It Should? (Guest Post)

Bursa’s FGV Holdings – Is It Doing Well As It Should? (Guest Post)

Let’s find out if one of Malaysia’s largest palm oil companies, FGV Holdings Bhd, is still holding up.

fgv

This post was originally posted here. The contributor to this article,@Denise is one of our many community members on InvestingNote.

At a quick glance, the share price of FGV has fallen sharply ever since its 2012 IPO reference price high of 4.55 ringgit. That’s a whopping 80% drop!
However, if you have been eyeing a position in FGV, this might be a good opportunity to enter.

But before that, here’s an overview of this particular palm oil company in Malaysia.

𝘋𝘪𝘥 𝘺𝘰𝘶 𝘬𝘯𝘰𝘸?
Palm oil is one of Malaysia’s primary industries, and Malaysia is the world’s second-largest producer and exporter of palm oil after Indonesia. The volume of palm oil consumed in Malaysia (2019/2020) is 3.7Million metric tons, while the contribution of palm oil to the Malaysian GDP in 2018 is 2.8%. Exports of palm oil recorded 3.9% of total exports.

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Golden Cross Trading Strategy Guide (Guest Post)

Golden Cross Trading Strategy Guide (Guest Post)

Do you know about the Golden Cross? screenshot-2020-11-06-at-16-46-18

This post was originally posted here.The writer, Rayner Teo is a veteran community member and blogger on InvestingNote, with a username known as @Rayner and has 613 followers.

Have you heard of the Golden Cross signal?

If you listen to the media, you’ll hear about the Golden Cross (like how the market is bullish when it occurs).

But is it true?

Well, that’s what you’ll learn today…

Specifically, I’ll cover:

 

What is a Golden Cross and how does it work?

The Golden Cross is a bullish phenomenon when the 50-day moving average crosses above the 200-day moving average.

Here’s why…

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OCBC – Summary of Q3 and 9M FY2020 Business Update (Guest Post)

OCBC – Summary of Q3 and 9M FY2020 Business Update (Guest Post)

How is OCBC faring this third quarter? Let’s find out.

Salaries at OCBC in Singapore: what you'll really get paid | eFinancialCareers

This post was originally posted here. The writer, Lim Jun Yuan is a veteran community member and blogger on InvestingNote, with a username known as @ljunyuan and has 1433 followers.

Besides DBS (you can check out my summary of its latest Q3 and 9M FY2020 results here), Overseas-Chinese Banking Corporation or OCBC (SGX:O39) also provided its business updates for the third quarter as well as for the first 9 months of the financial year 2020 (ended 30 September 2020) early this morning before trading hours.

As a shareholder of the longest established bank in Singapore, I have studied the related documents and in this post, you will find a summary of the bank’s latest financial statistics, key financial ratios, along with my personal thoughts to share.

Let’s get started…

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DBS Group Holdings – Key Highlights Of Q3 and 9M FY2020 Business Updates (Guest Post )

DBS Group Holdings – Key Highlights Of Q3 and 9M FY2020 Business Updates (Guest Post )

Is DBS doing better than expected?

 DBS launches transition financing framework to help 'less than dark-green' industries | News | Eco-Business | Asia Pacific

This post was originally posted here. The writer, Lim Jun Yuan is a veteran community member and blogger on InvestingNote, with a username known as @ljunyuan and has 1433 followers.

Early this morning, the other 2 Singapore banks, DBS Group Holdings (SGX:D05), as well as Overseas-Chinese Banking Corporation (SGX:O39), reported their business updates for the third quarter as well as for the first nine months of financial year 2020 (ended 30 September 2020.)

In this post, my focus will be on DBS’ latest results (I will publish a separate post to review OCBC’s latest quarter results shortly), where I will be looking at some of the key financial statistics (Q3 FY2019 vs. Q3 FY2020, and 9M FY2019 vs. 9M FY2020), as well as some of their key financial ratios (reported for Q3 FY2020 ended 30 September 2020, compared against the ratios reported 3 months ago – i.e. Q2 FY2020 ended 30 June 2020), along with information regarding its dividend payout for the quarter (DBS is the only bank out of the 3 Singapore banks that pays out a dividend to its shareholders on a quarterly basis.) Finally, you will also find in this post my personal thoughts about the bank’s latest set of results.

Let’s begin…

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Key Highlights in United Overseas Bank’s (UOB) Q3 & 9M FY2020 Business Update (Guest post)

Key Highlights in United Overseas Bank’s (UOB) Q3 & 9M FY2020 Business Update (Guest post)

What are the key highlights of UOB’s latest results?

UOB launches 'high street' branch to target half a million emerging affluent customers in Singapore | IG EN
This post was originally posted here. The writer, Lim Jun Yuan is a veteran community member and blogger on InvestingNote, with a username known as @ljunyuan and has 1433 followers.

United Overseas Bank (SGX:U11), or UOB, is the first of the three Singapore banks that have released its business updates for the third quarter and for the first 9 months of the financial year 2020 ended 30 September 2020 before market hours this morning (in case you’re wondering, the other 2 Singapore banks, DBS and OCBC, will be releasing its business updates for Q3 and 9M FY2020 tomorrow, 05 November 2020, before market hours.)

In my post today, I will be sharing with you key highlights from UOB’s latest business update you need to take note of…

Financial Performance (Q3 FY2019 vs. Q3 FY2020, and 9M FY2019 vs. 9M FY2020)

As the bank has switched to reporting its full financial statements on a half-yearly basis (i.e. in the second, as well as in the fourth quarter), it has only provided a summary this quarter.

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Lendlease Global Commercial REIT – Q1 FY2021 Business Update Review (Guest Post)

Lendlease Global Commercial REIT – Q1 FY2021 Business Update Review (Guest Post)

Found here are updates of results on Lendlease Global Commercial REIT 

Broker's take: DBS initiates coverage on Lendlease Global Reit with 'buy', Companies & Markets - THE BUSINESS TIMES

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 2261 followers.

Lendlease Global Commercial REIT announced its Q1 FY2021 business update this morning which I will quickly go through below.

As some of you might already know from my previous update, Lendlease REIT remains one of my biggest portfolio holdings and I am cautiously confident it will continue to become a good investment for the mid to longer term.

I have also summarized the previous Lendlease Q&A on my Facebook page which you can find here.

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The Good and Bad about Mapletree Logistics Trusts’ Q2 and 1H FY2020/21 Results (Guest Post)

The Good and Bad about Mapletree Logistics Trusts’ Q2 and 1H FY2020/21 Results (Guest Post)

Mapletree Logistics Trust (Q2 and 1H FY2020/21 Results) – What’s good and what’s bad?

An Analysis of Mapletree Logistics Trust

This post was originally posted here. The writer, Lim Jun Yuan is a veteran community member and blogger on InvestingNote, with a username known as @ljunyuan and has 1429 followers.

Back in September, I wrote a post about Mapletree Logistics Trust (SGX:M44U), where I highlighted reasons why the blue-chip logistics REIT was in my ‘shopping list’ (you can check out the post here.)

Last Thursday (29 October 2020), I have finally added the REIT to my long-term investment portfolio at S$1.98 – in terms of its distribution yield, based on its full-year payout of 8.142 cents/unit in FY2019/20, it is 4.1% (you can check out all the companies in my long-term portfolio investment here.)

What I’m going to do today is to discuss the REIT’s results for the second quarter and for the first half of the financial year 2020/21 ended 30 September 2020 (which was released on 19 October 2020) – particularly its financial results, debt, and portfolio occupancy profile, as well as its distribution payout (the REIT is one that continues to pay out a distribution to its unitholders on a quarterly basis), along with my personal thoughts to share.

Let’s begin…

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How Property Developer’s Discount Affect the Appeal of New Launches Versus Resale Private Properties (Guest Post)

How Property Developer’s Discount Affect the Appeal of New Launches Versus Resale Private Properties (Guest Post)

What is the difference between the appeal of new launches and resale private properties with Property Developer’s Discount?

A guide to purchasing a resale private property in Singapore

This post was originally posted here. The writer, Kyith Ng is a veteran community member and blogger on InvestingNote, with a username known as @kyith and has 1102 followers.

With a Property Developer’s Discount, would that affect the property market? On 29th Sep, URA has announced that they will restrict the re-issuing of options to purchase (OTPs) to the same buyer for the same unit within 12 months of expiry.

These new restrictions written into the law would:
Restrict developers from providing an upfront agreement to buyers to re-issue the OTP and

Restrict developers from re-issuing the OTP for the same property to the same buyer, within 12 weeks after the expiry of the earlier OTP
Sometimes, when you are not in the industry, I did not comprehend the ramifications of these changes. My friend has to explain to me what it all means.

Typically, when I buy a property, the transaction starts with obtaining an option to purchase or OTP and a deposit of 1 to 5% of the property price. I would have 14 to 21 days to exercise the OTP, meaning I would have to cough out the rest of the amount needed for the downpayment.

If I do not do that, the OTP will lapse. If I put down a 5% deposit, I would forfeit 25% of the deposit. If I put down 1%, I would forfeit 100% of the deposit.

The issue is…. some developers decided to play around with this OTP.

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Mapletree North Asia Commercial Trust– A Summary of the REIT’s Q2 and 1H FY2020/21 Results (Guest Post)

Mapletree North Asia Commercial Trust– A Summary of the REIT’s Q2 and 1H FY2020/21 Results (Guest Post)

Mapletree North Asia Commercial Trust – Here’s what you need to know

Mapletree North Asia Commercial Trust reports 20% drop in DPU for 4Q - REITSWEEK.COM

This post was originally posted here. The writer, Lim Jun Yuan is a veteran community member and blogger on InvestingNote, with a username known as @ljunyuan and has 1429 followers.

Aftermarket hours yesterday (29 Oct 2020), another Mapletree REIT in my long-term investment portfolio (in Mapletree North Asia Commercial Trust – SGX:RW0U) released its financial results for the first half of the financial year 2020/21 (the REIT has a financial year-end every 31 March.)

In this post, you will find the good and the bad (along with my personal opinions to share) about the REIT’s latest set of financial results, debt and portfolio occupancy profile, as well as distribution payouts.

Let’s get started…

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Key Highlights in Ascendas REIT’s Q3 FY2020 Business Updates (Guest Post)

Key Highlights in Ascendas REIT’s Q3 FY2020 Business Updates (Guest Post)

Here are the key highlights of Ascendas REIT – Results and business updates.

An Ascend-ing REIT? - Analysis of Ascendas REIT (Part 2)

This post was originally posted here. The writer, Lim Jun Yuan is a veteran community member and blogger on InvestingNote, with a username known as @ljunyuan and has 1421 followers.

Another blue-chip REIT in my long-term investment portfolio (you can check out a list of all the companies I’ve invested here), Ascendas REIT (SGX:A17U), released its business updates for the third quarter of the financial year 2020 (ended 30 September) after market hours yesterday (26 October 2020.)

As the REIT have switched to half-yearly reporting for the first and third quarter, there are no updates on their financial results. Likewise, there are also no dividends declared for the two quarters as the REIT have switched to paying out unitholders on a semi-annual basis.

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