RnR Weekly is a recurring series where I cover the past week's major news stories and earnings results in the markets from a Singaporean perspective.In this week's edition, I discuss some life updates, KORE's recent earnings, AA REIT's secondary placement and more. Life Updates Some of you may be wondering where I've been over the past 2 months as I've been rather … [Read more...] about RnR Weekly 201019: Life Updates, KORE Earnings, AA REIT placement and More
Keppel-KBS US REIT
RnR Weekly 080919: Identity Crisis at SingTel, Keppel Pacific Oak US REIT and More
RnR Weekly is a recurring series where I cover the past week's major news stories and earnings results in the markets from a SIngaporean perspective. In this week's edition, I discuss a bit about my perceived Identity Crisis at SingTel, some thoughts on Keppel Pacific Oak US REIT's busy week and other interesting news. Opinion - Identity Crisis at SingTel SingTel is the … [Read more...] about RnR Weekly 080919: Identity Crisis at SingTel, Keppel Pacific Oak US REIT and More
Follow-up on Keppel-KBS US REIT AGM homework
Last week I attended the Keppel-KBS US REIT (KORE) AGM and left feeling a bit uneasy about some of the responses given during the AGM. As such, I gave myself a little homework to verify / cross check some of these responses. Here are my findings. On Rights Issue Circumstances It was represented during the AGM that the reason they had to issue rights at a huge … [Read more...] about Follow-up on Keppel-KBS US REIT AGM homework
Keppel-KBS US REIT 2019 AGM & Results Highlights
Keppel-KBS US REIT (KORE) held its inaugural AGM yesterday afternoon at Suntec Convention Centre. It also announced its Q12019 results the day before. KORE is one of my newer positions in the portfolio that has performed pretty well this year. Management had drawn a lot of flak due to its dilutive rights issue last year, as such I will need to keep a closer eye on this … [Read more...] about Keppel-KBS US REIT 2019 AGM & Results Highlights