Q3 is over! 1 more quarter to go to drive returns for this year. Performance Indicators / Dividends YTD Time weighted return: 4.34%Dividends collected: $2,932.94Upcoming Dividend Receipts: Yuexiu Transportation Infrastructure: HKD 900 Bank of America: USD 10.50 Commentary A roller coaster September turned out to be a roller coaster month, with … [Read more...] about Portfolio @ September 2018
Archives for September 2018
Flash Note: Capitaland Mall Trust acquisition of remaining interest in Westgate
Today, Capitaland Mall Trust finally released more information on its proposed acquisition of Westgate as part of its EGM circular to unitholders. As a unitholder myself, I thought I'll dive in, give my quick thoughts and speculate a bit. The circular and presentation can be found here. Overview Capitaland Mall Trust is proposing to acquire the remaining 70% … [Read more...] about Flash Note: Capitaland Mall Trust acquisition of remaining interest in Westgate
OUE Commercial REIT rights issue – a case study of value destruction
Regular readers would know that I have shifted to a more income approach over the past year and as part of that strategic shift, it involves purchasing more REITs for my portfolio. Also, I have in the past espoused my love of rights issues / preferential offering as seen in my participation in the Frasers L&I Trust preferential offering. Unfortunately, just as stocks are … [Read more...] about OUE Commercial REIT rights issue – a case study of value destruction
Keppel Corp Retail Shareholders Briefing 2018
Keppel Corp held a retail shareholders briefing in collaboration with SIAS at the SGX Centre yesterday. It's the 2nd year this briefing was held and it presents a rare chance to interact with the C suite, with CEO Loh Chin Hua and CFO Chan Hon Chew in attendance. I joined a predominantly Merdeka/Pioneer Generation audience to find out more. Presentation slides used at the … [Read more...] about Keppel Corp Retail Shareholders Briefing 2018
Retirement planning is as much about self sufficiency as it is about love
By now, at least some of you should have watched this heartwarming ad from NTUC Income about "The Worst Parents in the World". In the ad, the groom at his own wedding dinner described how he had a "terrible" childhood, no piano lessons, no expensive tuition, no expensive overseas trips or birthday celebrations. However, he expressed his gratitude that they did it, so that … [Read more...] about Retirement planning is as much about self sufficiency as it is about love
Portfolio @ August 2018
Another month, another portfolio review. Performance Indicators / Dividends YTD Time weighted return: 4.49%Dividends collected: $2,767.12Upcoming Dividend Receipts: Yuexiu Transportation Infrastructure: HKD 900 AA REIT: SGD 150 Visa: USD 11.76 Commentary A month of milestones The past month was a month of a few milestones - turning 30 and revisiting … [Read more...] about Portfolio @ August 2018