Author: Financial Horse

Mapletree Commercial Trust: Why I’m skipping the Preferential Offering

As regular readers of Financial Horse know, I have a big position in Mapletree Commercial Trust. It’s one of my favourite S-REITs ever, and I’ve been patiently building a big position in this REIT back when it was trading in the $1.50s (check out my original article on MCT here if you’re keen). It’s trading […] The post Mapletree Commercial Trust: Why I’m skipping the Preferential Offering appeared first on Financial...

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Top Reads this Week (13 Oct)

Rounding up top reads from around the web, including articles shared by fellow investors in the Financial Horse Facebook Group. Singapore economy ranked world’s most competitive (Straits Times) “Singapore improves from an already high base,” the World Economic Forum said yesterday, adding that the country ranked first for infrastructure – one of the index’s 12 assessment pillars. Singapore was also No. 1 for two of the index’s other pillars – citizens’ healthy life expectancy years and labour markets. Singapore also scored well because of its financial system, market efficiency and macroeconomic stability. The report said Singapore came in third for...

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Why is Motley Fool Singapore closing down? Replacements?

Source: Motley Fool / CNBC There were 2 big pieces of news the past week. The first was Motley Fool Singapore announcing that they were closing down. The second, was Property Guru announcing their decision to list on the Australian Stock Exchange, rather than Singapore. Motley Fool Singapore Closing Down Taken from Motley Fool’s Singapore website: It is with a heavy heart we’re giving you notice of our closure. The Motley Fool Singapore will be closing on 31st October 2019. We started fool.sg in 2013 and over the years, we’ve grown here in Singapore together with the Foolish community....

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HongKong Land – Good investment at 67% discount to book?

  I recently added HongKong Land to the FH Stock Watch. It’s been a stock that I’ve been following for a while, and one that I’ve been very interested in, for the very simply reason that its valuation is dirt cheap. It holds prime real estate in the CBD of Hong Kong and Singapore, and is trading at 0.33x book value. Surely I’m missing something here, or this is the best buy of the decade? Basics: What is HongKong Land? HongKong Land is a property developer. Think of something like Lendlease or CapitaLand or Mapletree, replace the Temasek with...

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Top Reads this Week (6 Oct)

Rounding up top reads from around the web, including articles shared by fellow investors in the Financial Horse Facebook Group. Mapletree REIT to acquire Google APAC HQ in S$1.55b Singapore Biz Park Buy (Mingtiandi) The manager of Mapletree Commercial Trust has agreed to acquire Google’s Asia Pacific headquarters in Singapore as part of a S$1.55 billion ($1.14 billion) purchase of four buildings in the city’s Pasir Panjang area. Mapletree Commercial Trust Management, in an announcement to the Singapore stock exchange on Friday, said that it had agreed to acquire the second phase of the Mapletree Business City office development from...

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Why Singapore Savings Bonds are no longer a good investment

There was a time where I dumped all my excess cash into DBS Multiplier. It earned a good 2.3%, and was completely liquid. Boy, those were the good days. Unfortunately, now that I’m based overseas, I’m in an unfortunate situation where I have some excess SGD that I want to generate interest on short term, and yet still be able to access at a moment’s notice. Normally, I would go with the Singapore Savings Bonds for something like that, but the complete collapse of the Singapore Government Securities (SGS) yield curve has been a bit of a bother. Basics:...

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Why the Chinese Economy will slow down

Hi Guys, As many of you know, I’m a big believer in the China growth story, and the power of China as a long-term investment destination. Going forward, I plan to start writing and sharing my thoughts on China more frequently. If you’re keen on following this journey, you can join the new Facebook Group we’ve created (or sign up for our weekly newsletter). We’re trying to build a community that is keen to learn about investing in China / Hong Kong longer term. Regardless of whether you’re a 10 year veteran or if you know nothing about China,...

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Lendlease Global REIT Balloting Results: Why is this IPO so hot?!

So the balloting results for the Lendlease Global Commercial REIT IPO are out. And boy… was this one hot IPO. To quote from their news release, the “Lendlease Global Commercial REIT Public Offering was 14.5x subscribed”, making this the “hottest” IPO in 5 years “(Based on public information relating to the public offer retail tranche subscription rates for the initial public offerings of REITs and stapled trusts comprising REITs listed on the Main Board of the SGX-ST in the preceding five years from the date of this media release.)” Really guys? I mean I wrote an article titled “Best...

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Top Reads this Week (29 Sep)

Rounding up top reads from around the web, including articles shared by fellow investors in the Financial Horse Facebook Group. Why There Are No Easy Answers in Investing (Of Dollars and Data) Lived experience cannot be replaced by numbers and charts just like the complexity of investing cannot be simplified with a few soundbites.  The world is far messier than that.  Yet, most of the mainstream financial advice out there is premised on getting rich with a few simple tips.  But, it’s never that easy. Take me for example.  You want my financial secret?  Be born at the 90th percentile...

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Lendlease Global REIT IPO – Why I’m subscribing for this IPO

313 Shopping Centre You know that the IPO market in Singapore is not doing so great when the Lendlease Global REIT IPO becomes the “Biggest” IPO all year. But you know the saying, beggars can’t be choosers. For those who missed it, in Part I of the Lendlease REIT IPO review I shared my love for Lendlease REIT, and why I thought it’s a pretty good deal (this article assumes you already know the basics of Lendlease REIT, so do check it out if you haven’t already). But I was pretty surprised by the amount of negative feedback I...

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Top Reads this Week (22 Sep)

Rounding up top reads from around the web, including articles shared by fellow investors in the Financial Horse Facebook Group. Here Are 8 Secret CPF Hacks And Tips That All Singaporeans Need To Know (Seedly) Upgrade your Medishield Life to an Integrated Shield Plan (ISP) from a private insurer Understand the new Careshield Life for everyone who turns 30 (disability insurance) Keep $20,000 in your Ordinary Account instead of wiping it all out when you purchase your first flat Consider using cash payments for mortgage payments instead of OA monies Invest your OA money with CPFIS (CPF investment scheme) or transfer money from OA to SA Top up your Special Account...

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Lendlease Global Commercial REIT IPO Review – Best REIT IPO of the Year?

I was actually planning to do a macro piece on what the next market crash will look like today. And I mean, I love macro analysis and all, but there’s only so much you can write about global PMIs, low yields, inflation etc before it starts getting stale. So boy, was I glad that Lendlease Global Commercial REIT decided to lodge it’s prospectus this week. It feels good to go back to basics and flip through a prospectus and do some good old fashioned fundamental analysis. Basics: Lendlease Global Commercial REIT IPO So what is Lendlease Global Commercial REIT?...

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WeWork IPO and the death of growth stocks

This article first appeared on Patron on September 14. If you enjoy reading such analysis, do consider signing up as a Patron! 🙂 There are a couple of interesting trends that I wanted to talk about in this week’s Tech Thoughts. 1) WeWork IPO The first is the WeWork IPO. WeWork’s last private valuation was $47 billion. So they tried to launch their IPO at the $30 to $40 billion range, but it’s been quite clear that’s not going to happen. Investors are just not going to buy. After multiple revisions and changes to the company structure (to improve...

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Top Reads this Week (15 Sep)

Rounding up top reads from around the web, including articles shared by fellow investors in the Financial Horse Facebook Group. Hong Kong exchange makes £30bn bid for London Stock Exchange (Fn London) The London Stock Exchange has received a surprise £29.6bn takeover offer from Hong Kong Exchanges and Clearing — a bid that threatens the UK group’s £20bn- acquisition of US data provider Refinitiv. Hong Kong’s bid underlines the attractiveness of London’s financial infrastructure and gives the LSE and its shareholders the choice of deepening ties with Asia or pushing ahead with plans to create a UK data and trading giant...

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ShareInvestor WebPro Review and Coupon Code – Poor man’s Bloomberg?

Market data is a big thing these days. Just ask the London Stock Exchange, which offered to buy Thomson Reuter’s data provider Refinitiv for $27 billion just a few weeks ago. There are 2 main market data providers out there today: Bloomberg, and Refinitiv. If you’re a trader or banker working in an institutional setting, you pretty much have to use Bloomberg, there no choice about it. Data aside, most market players will only recognise Bloomberg screenshots, and if you’re a trader the chat function in Bloomberg is just impossible to give up. But these 2 platforms cater mainly...

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