Stock Insights Archives - Page 3 of 17 - InvestingNote's Signal Blog

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

November 4, 2020 admin

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

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)

November 3, 2020 admin

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)

November 3, 2020 admin

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)

November 2, 2020 admin

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)

October 30, 2020 admin

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)

October 28, 2020 admin

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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Mapletree Industrial Trust – A Summary of its Q2 and FY2020/21 Performance (Guest Post)

October 28, 2020 admin

Mapletree Industrial Trust: A Summary of its Q2 and FY2020/21 Performance

Mapletree Industrial Trust posts 1% dip in 2Q DPU of 3.10 cents on enlarged unit base | The Edge Singapore

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 1422 followers.

Mapletree Industrial Trust is a new addition made on Monday (26 October 2020) at S$3.10, that is if you’ve been keeping tabs on my personal long-term investment portfolio (you can check it out here), you would have noticed that Based on a distribution payout of 12.24 cents/unit in FY2019/20, even though the yield is just 3.9%, but given its track record in the management increasing its distribution payouts to its unitholders over the years, along with sound business fundamentals, I am confident of the blue-chip industrial REIT’s growth in the years ahead – I have done a writeup about the REIT last month, which you can read up here to learn more about the REIT.

After trading hours yesterday (27 October 2020), the REIT released its financial results for the second quarter of the financial year 2020/21 (it has a financial year-end every 31 March.) As a unitholder, I have studied through its latest set of financial results, debt and portfolio occupancy profile, along with its distribution payout to unitholders (the REIT is one that pays out its unitholders on a quarterly basis), and in this post, I will be sharing with you the most important aspects about its latest updates to take note of, along with my personal thoughts to share.

Let’s begin…

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UG Healthcare – 6 interesting aspects on UG which caught my attention! (26 Oct 2020)

October 28, 2020 admin

What are the 6 interesting aspects that caught my attention about UG Healthcare?

Glove maker UG Healthcare proposes placement to raise $19.1 million, Companies & Markets News & Top Stories - The Straits Times

This post was originally posted here. The writer, Ernest Lim is a veteran community member and blogger on InvestingNote, with a username known as @el15 and has 468 followers.

Dear all, UG Healthcare (“UG”) recently caught my attention. It has tumbled approximately 20% from an intraday high of around $1.15 on 7 Aug 2020 to close at $0.915 on 26 Oct 2020. The Doji formation on 26 Oct 20 on good volume may be an early indication that selling may abate in the near term.

The recent weakness in UG’s share price is likely attributed to profit-taking in the share prices of its Malaysia listed peers and occasional news on the development of vaccines which may result in demand for gloves and consequently their average selling price (“ASP”) falling off the cliff.

I have outlined six interesting aspects of UG which caught my attention.
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Mapletree Commercial Trust’s Q2 and 1H FY2020/21 Results – Key Highlights and My Thoughts (Guest Post)

October 23, 2020 admin

Highlights of MapleTree Commercial Trust Results

3 Things You Need to Know About Mapletree Commercial Trust Before You Buy

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 1412 followers.

Mapletree Commercial Trust, out of the other REITs, released its latest results in the evening (its results are for the second quarter and first half of the financial year 2020/21 – it has a year-end every 31 March.) Hence, yesterday was certainly busy for me, where 3 REITs in my long-term investment portfolio (you can check out a list of all the companies I have invested in here) released their latest financial results for the quarter ended 30 September 2020 – CapitaLand Mall Trust (for the third quarter, which you can check out here), and Suntec REIT (also for the third quarter, which you can read here) before market hours.

In my post today, I will be sharing key aspects you need to know about the REIT’s latest update – particularly its financial performance, debt, and portfolio occupancy profile, along with its distribution per unit. On top of that, you will also find my personal thoughts about the blue-chip REIT’s latest set of results peppered throughout the post.

Let’s get started…
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CapitaLand Mall Trust’s Q3 and 9M FY2020 Results – A Summary and My Thoughts (Guest Post)

October 22, 2020 admin

REIT CapitaLand Mall Trust (SGX:C38U) released its 3Q results, as well as for the first 9-months of the financial year 2020 (ended 30 September) early this morning.

CapitaLand sells Bedok Mall to CapitaLand Mall Trust

The 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 1412 followers.

This is also the last time the REIT will be reporting its results under CapitaLand Mall Trust – it will be renamed as CapitaLand Integrated Commercial Trust with effect from 03 November 2020 (you can read the news report about this in full here.)

Apart from its financial results, debt and occupancy profile, and distribution payout to unitholders, I’m also interested to find out whether or not there are any improvements compared to the second quarter (ended 30 June 2020) where its results were badly affected due to the two-month circuit breaker period.

Let’s begin…
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