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Our Recent Investment-Themed Webinars (July 2020)

Our Recent Investment-Themed Webinars (July 2020)

With the success of the Regional Investors Online Summit 2020, our team has been using webinars to provide investment talking points and live market commentaries for both audiences in Singapore and Malaysia.

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In Malaysia, we have launched the post-summit webinar series, which dwells deeper into some of the topics which KOLs have discussed during the summit. This series of webinars aim to help our Malaysian users gain an in-depth understanding about key investment topics.. Our previous webinar which covered on REITS attracted more than 200 live attendees from Zoom and Facebook.

Rewatch the webinar here: 如何利用REITs来赚取稳定的收入?

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In Singapore, monthly live market commentaries are held over zoom webinars to provide an insight of popular stocks, market movements and interesting trades to look out for in the coming months. This is often done in partnerships with KOLs as well as special guest appearances ranging from financial institutions to listed companies. Earlier this week, a webinar was conducted with Investment Specialist Dan Chang, with special guest Alvin Li, Vice President of Societe Generale where they shared about the market outlook for 2H 2020, live during trading hours.

Rewatch the webinar here: Live Market Commentary With Dan Chang

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We’d be having more webinars frequently. Do check our website to stay up to date for more upcoming exciting webinars!

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4 SINGAPORE DIVIDEND STOCKS WITH INCREASING DIVIDENDS FOR THE LAST 10 YEARS. THIS STREAK COULD CONTINUE IN 2020 (Guest Post)

4 SINGAPORE DIVIDEND STOCKS WITH INCREASING DIVIDENDS FOR THE LAST 10 YEARS. THIS STREAK COULD CONTINUE IN 2020 (Guest Post)

It is pretty rare for Singapore stocks to have a consistent track record of paying dividends. Unlike in the US where there are hundreds of companies classified as Dividend Aristocrats (companies that have increased their dividend payments for 25 consecutive years or more) and a handful of Dividend Kings (companies that have increased their dividend payments for 50 consecutive years or more), Singapore stocks typically do not have a good track record of consistent dividend payments.

4 Singapore dividend stocks with increasing dividends for the last 10 years. This streak could continue in 2020

This post was originally posted here. The writer, Royston Tan is a veteran community member and blogger on InvestingNote, with username known as Royston_Tan.

https://newacademyoffinance.com/singapore-dividend-stocks/

(For those interested, you can check out the site for the graphical representation of their dividend track record)

It is pretty rare for Singapore stocks to have a consistent track record of paying dividends. Unlike in the US where there are hundreds of companies classified as Dividend Aristocrats (companies that have increased their dividend payments for 25 consecutive years or more) and a handful of Dividend Kings (companies that have increased their dividend payments for 50 consecutive years or more), Singapore stocks typically do not have a good track record of consistent dividend payments.

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Singapore REIT Fundamental Analysis Comparison Table – 12 August 2019 (Guest Post)

Singapore REIT Fundamental Analysis Comparison Table – 12 August 2019 (Guest Post)

Technical Analysis of FTSE ST REIT Index (FSTAS8670)

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This post was originally posted here. The writer, Kenny Loh is a veteran community member and blogger on InvestingNote, with username known as marubozu and 700+ followers.

FTSE ST Real Estate Investment Trusts (FTSE ST REITIndex)broke outfrom the 10 years resistance at 875 with significant increase in trading volume. The REIT index is currently retracing from the high 941.77 to 895.14 (-4.95%). Next immediate support zone is between 870 to 875 for a healthy correction. Previous chart on FTSE ST REIT index can be found in the last postSingapore REIT Fundamental Comparison Tableon July 1, 2019.

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A Tale of Two REITS (Guest Post)

A Tale of Two REITS (Guest Post)

There are investors who like to base their Reit selection on two criterias: Price to Book Value and Dividend yield.
real-estate-singaporeThis post was originally posted here. The writer, D Wong is a community member on InvestingNote, with username known as Pizzaprata.

M Reit: $Mapletree Ind Tr(ME8U.SI)
S Reit: $Sabana Reit(M1GU.SI)

Based on the latest quarter’s results and closing prices:
M Reit’s P/B is 1.41 and yield is 5.7%
S Reit’s P/B is 0.76 and yield is 6.9%

From the above M Reit looks overpriced and S Reit looks attractive. Both Reits had their IPOs just one month apart in Oct/Nov 2010 with similar IPO prices of 0.93 and 0.917 respectively. That’s where the similarity ends, from the price performance chart below you can see that M Reit has doubled it’s share price since IPO while the other has dropped to less than half.

The reason is simple, M Reit has consistently improved it’s DPU every year whereas S Reit had to cut it’s DPU over the years. Therefore a good management track record is a more important criteria. So quality reits don’t come cheap and if you are hung up about P/B ratios you would never have bought M Reit as it has never dropped below its book value since IPO. Including dividends, M Reit’s total return is more than 200% so you would have missed a 3 bagger.

However past performance is no guarantee for future performance. You need to look at the Reits results in detail to see if the distributions are sustainable and what projects they are doing to increase DPU. Tomorrow I will reveal the Reits and why I accumulated M Reit last week although seasoned investors would have guessed which Reits I am talking about.

 

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The Permanent Portfolio Might Do Worse in Retirement than the Traditional Equity Bond Portfolio (Guest Post)

The Permanent Portfolio Might Do Worse in Retirement than the Traditional Equity Bond Portfolio (Guest Post)

When it comes to wealth accumulation, many are a fan of Harry Browne’s Permanent Portfolio. Recently I wrote about it here.

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This post was originally posted here. The writer, Kyith is a veteran community member and blogger on InvestingNote, with username known as Kyith and 700+ followers.

One of the main take away from my article yesterday on how do you make $500,000 last for 60 years by withdrawing an initial amount of 5% of the portfolio was that high volatility is not very desirable when it comes to spending down our wealth.

So naturally, the permanent portfolio comes to mind a portfolio that is made up of components very uncorrelated that reduce the overall volatility.

If we revisit the table of portfolios recommended by famous experts the PERM and Risk P have the lowest standard deviation, lowest maximum draw down (MaxDD), good risk adjusted returns (Sharpe).

So how would they do in Timeline App?

I try to fix as much of the variables as yesterday’s base case, with only modification to the portfolio allocation:

1. I have a wealth of $500,000 that I wish to live off of

2. I want to see if I can start off spending $25,000 for the first year of my financial independence. This is 5% of my initial wealth of $500,000 (we call this an initial withdrawal rate of 5% versus the 4% withdrawal rate)

3. For subsequent years, I increase and decrease the $25,000/yr based on the inflation rate. If inflation is +4%, it will be the previous years’ spending x (1-0.04) and if inflation is -2%, then it is previous years’ spending x (1-(-0.02)). I will maintain my purchasing power (inflation adjusted)

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Genting Singapore – My Thoughts On The IR Expansion Plan (Guest Post)

Genting Singapore – My Thoughts On The IR Expansion Plan (Guest Post)

This is a follow up from the previous article on Genting which I’ve written not too long ago. You can view them here if you have not done so.

The big news on Genting is finally out of the bag which we’ve been waiting for sometime.

 

This post was originally posted here. The writer, Brian Halim is a veteran community member and blogger on InvestingNote, with username known as 3Fs, with more than 1000+ followers.

Redevelopment of RWS Expansion

Resort World Sentosa Pte Ltd, a wholly owned subsidiary of Genting Singapore Ltd, has been granted approval for extension of their Integrated Resort over the next 5 years. This will see the existing IR Property expanded with approximately 50% of new gross floor area, adding 164,000 square metres of GFA of leisure and entertainment space. Development and enhancement of the integrated resorts will also include:

  • Expansion of Universal Studios Singapore, with 2 new highly themed and immersive environment – Minion Park and Super Nintendo World
  • Expansion of the S.E.A Aquarium to be re-branded as “Singapore Oceanarium”
  • Conversion of the Resorts World Theatre into a new Adventure Dining Playhouse
  • Expansion of in-resort accommodation with up to 1,100 more hotel rooms at a new waterfront lifestyle complex and within the central zone of the RWS
  • Enhanced waterfront promenade to be lined with restaurants and retail outlets
  • Expansion of MICE facilities to bring more events into Singapore
  • Development of Driverless Transport System which will enhance last-mile connectivity to RWS attractions

 

The development of the IR expansion will involve the intensification of land and a related grant of leasehold interest and license from SDC.

The redevelopment is expected to cost Genting approximately $4.5b over the next 5 years, and will be funded by internal working capitals and/or borrowings. 

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The 2008 Financial Crisis: What Caused the Financial Crisis & Recession?

The 2008 Financial Crisis: What Caused the Financial Crisis & Recession?

A decade ago, the 2008 financial crisis wreaked havoc on global markets as well as the world. The financial crisis has sunk some banks and paralyzed markets, resulting in staggering losses for many people out there. It is also considered by many economists to have been the worst financial crisis since the Great Depression of the 1930s.

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How did it all happen? 

After 10 years, the causes and repercussions remain tricky to comprehend. What exactly set it into motion involves a whole series of complex questions with a number of interlocking answers.

Here is a quick infographic attempting to detail what caused the 2008 Financial Crisis:

2008 Financial Crisis Infographic by InvestingNote
2008 Financial Crisis Infographic by InvestingNote

 It all began with the use of securitization. Securitization simply means the pooling of debt and then issuing assets based upon that debt.

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Major Events Leading To The Downfall Of Noble Group

Major Events Leading To The Downfall Of Noble Group

Noble Group, founded in 1986 by Richard Elman, is known for being one of the world’s biggest commodity traders but now its very survival is in question. The company is incorporated in Bermuda and is listed in Singapore Exchange. We have seen its market value wiped out from US$6 billion in Feb 2015 crises.

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This is a classic tale of smoke and mirrors, hubris and denial. Some events like Enron mark a generation. By no coincidence Enron’s business model was comparable to that of Noble, except that Noble has not yet filed for bankruptcy.

Noble had a great story to tell, just like Enron. Here is a quick glance on the key events that led the downfall of Noble Group:

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Turkish Lira Meltdown: Does It Affect Singapore Economy?

Turkish Lira Meltdown: Does It Affect Singapore Economy?

Everybody knows that the Turkish Lira has been going south toward a crisis, but Donald Trump, President of United States made a statement through Twitter after a speech was made by Erdogan, the Turkish President which lead the Turkish Lira plunge further.

“There are various campaigns being carried out. Don’t heed them,” Erdogan said Thursday “Don’t forget, if they have their dollars, we have our people, our God. We are working hard. Look at what we were 16 years ago and look at us now,” Erdogan told supporters.

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As you can see, Trump’s tweet has rubbed salt into the wound – heated up the crisis even further and caused the Turkish Lira to accelerate its decline. The Turkish Lira has then crashed as much as 20% within a few days.

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It is no surprise how one statement on Twitter from world leaders can have such a huge impact on the financial markets today.

But how has it affected Singapore Stock Market?

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Trump Plans To Impose Tariff From 10% To 25%, What Will Happen To Singapore Market?

Trump Plans To Impose Tariff From 10% To 25%, What Will Happen To Singapore Market?

Why 25% instead of 10%? That’s twice of the initial tariff level!

On July 10 2018, Trump seeked to impose 10% on thousands of Chinese imports. While the tariffs would not be imposed until after a period of public comment, the proposed level was then raised to 25% by Trump – this could escalate the trade dispute between the world’s two biggest economies.

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Economically speaking, we know that by raising its tariff to a higher level simply serves as a motivation to motivate domestic producers to increase production of their output. This results in higher consumer prices, higher producer revenues and profits, and higher government revenues which make tariffs a way to make transaction from consumers to government treasuries effectively.

However, having tariffs begets strong consequences: 1) Cost of production for American companies increases 2) China will retaliate in response.

There are some opinions on the real motive behind imposing tariffs on China – it is more than just attempting to save its own country.

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