Author: The Asia Report

Post Webinar Key Takeaways – How To Find Dividend Stocks

Last Saturday, we conducted our first webinar for 2019 where we talked extensively about dividend stocks. Here are the key takeaways: Dividends make up a huge component of the overall returns Stock returns are made up of a mixture of capital gains and dividends – and dividends make up a significant component of the overall return depending on the country. Source: JPM Market Insights It’s also important to note that is the re-investment of these dividends over long periods of time (as opposed to simply spending it) that gives the highest returns. Source: JPM Guide to the Markets Also...

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Financial Analysis Made Easy Workshop is Live!

Thanks to everyone who attended our webinar last night. I will be posting the slides to it later this week. I will be conducting a live workshop early next month to help investors better understand financial ratios and how to interpret them. Financial Analysis Made Easy:Step by Step Guide to Financial Ratios Date: 2nd May 2019, ThursdayTime: 7:00pm to 9:00pmVenue: Suntec Singapore Convention & Exhibition Centre Focus on what is important One of the biggest challenges I see investors face is the lack of a strong foundation when it comes to looking at stocks. Knowing how to do simplified...

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Last call for webinar tonight – How to find growing dividend stocks in 2019

Last call for our webinar tonight. The count is up to 250 people! If you haven’t signed up, you can do so on the link below. How to find growing dividend-paying stocks in 2019 in SingaporeSaturday, 20 April at 8:30pm Register now If you have a problem signing up, you can do so directly here. I’ve been working on the presentation slides, and we are going to cover a ton of great content. We are going build the case for dividend cash flow investing, and talk about the things that investors should focus on when building a growing dividend portfolio....

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Webinar Updates [This Saturday] – How to find growing dividend stocks in 2019

Just a quick update on our webinar – I was hoping for 50 people to sign up, but the count so far is 189! This is a far better response than I hoped. As this is the first webinar I am self-hosting, I am pretty excited and stoked. Hopefully, no technical issues are faced (fingers crossed) but bear with me if they do pop up. Peak preview of our coming presentation If you haven’t signed up, you can do so on the link below. How to find growing dividend-paying stocks in 2019 in SingaporeSaturday, 20 April at 8:30pm Register...

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Free Webinar – How to find growing dividend-paying stocks in 2019

I am excited to announce I will be conducting my first hosted webinar this Saturday. I will be sharing how investors can find dividend-paying stocks in Singapore & Hong Kong and my own personal experiences investing in them. How to find growing dividend-paying stocks in 2019 in SingaporeSaturday, 20 April at 8:30pm Register now This is the first time I will be hosting a webinar and I am pretty excited. I will be doing a short Q and A session at the end of the webinar so you can ask me any questions you like (investing related of course)...

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Hyflux Case Study [Video] Follow Up – Are Case Studies Actually Useful?

There was a comment from a reader who shared that there was plenty of hindsight bias when it came to talking about Hyflux – and wanted to know what we should be avoiding now instead of talking about what had already happened. After all, it is easier to talk about the past than to predict the future. The reason why you rarely see short reports or sell reports about situations such as Hyflux is that the downside to publishing such articles are so high. When Iceberg Research first published its report on Noble Group in 2015, it got a lot...

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Hyflux Investment Case Study [Video]

Hyflux Investment Case Study [Video] | The Asia Reportchevron-circle-rightchevron-circle-rightchevron-circle-right Top Dividend Ideas In Small & Mid-Cap Stocks With Virtually Zero Analyst Coverage Exclusive Coverage of Paid Conference & Research Pieces From Around The World Subscriber Only Premium Articles Delivered With Author’s Own Research Notes The issue of perpetual securities and their classification (are they debt or equity) has resurfaced as the Hyflux enters the end game of its restructuring. They got me thinking about another well-received perpetual security issue back a couple of years ago – Genting Singapore. They have had starkly different outcomes with Genting Singapore redeeming its...

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Challenger Technologies Exit Offer Is Too Low

Challenger Technologies, a well-known brand in Singapore is looking to delist with a 56 cents share offer. Longtime readers and attendees of my previous courses held in conjunction with the Fifth Person will know that I cite Challenger frequently in when introducing students to financial statement analysis for the first time. It has been incredibly frustrating over the years given the quality of the business and the persistent undervaluation. The offer is quite a low-ball in my books given the substantial amounts of cash on the balance sheet and their earnings quality of the business. I am pretty disappointed,...

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Why Management Is The Most Important Thing When It Comes to REITs 

I writing a topical email every week to my mailing list. Here’s our last email to subscribers which I thought I share. You can sign up on our mailing list to get the latest updates when it goes out every week. I’ve just finished a short two-week stint on an executive program at Cambridge for real estate. I head back every couple of months to keep up to date with the latest happenings of the industry and to learn from the expertise of other real estate professionals. Plenty of posts upcoming that will cover some of the key learning...

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Why I am going to avoid the upcoming SIA 5 Year 3.03% Retail Bond

Singapore Airlines is proposing to offer S$500 million of five-year fixed-rate bonds to both institutional and retail investors with a chance of it being upsized to $750 million if the response is overwhelming. SIA’s S$500m 5-year bonds will pay 3.03% interest and mature in 2024. Below are my own personal opinions on the issue but the short summary is that I am not enthusiastic about the offering. There are several main points that underpin it: Airline industry is fiercely competitive, and it is not going to get any easier anytime soon The airline industry is notoriously competitive. It is...

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How and should you even invest in bonds? [Part 1]

I get this question a lot, so I thought I discuss it in-depth in the next few articles. The post is geared towards investors based in Singapore. Bond Fundamentals 101 The best way to think about bonds are that they are essentially IOUs. Imagine a friend came to you looking for an investment. He has been working in the F & B industry for a couple of years, has saved up some money and is looking to come out to start his own café. He doesn’t have enough money for the equipment and staff on day 1, and needs...

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Why Diversification Can Be A Bad Idea 

I writing a topical email every week to my mailing list. Here’s our last email to subscribers which I thought I share. You can sign up on our mailing list to get the latest updates when it goes out every week. I’ve written in previous emails that concentration was highly dangerous. In today’s article, I am going to make the case that likewise diversification (specifically unintelligent diversification) can be lethal to your portfolio returns. Harry Markowitz called diversification “the only free lunch in finance.” The idea is that by diversifying, you can reduce your risk without suffering a loss in...

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Lessons Learnt From Hyflux, Singtel & Starhub

I writing a topical email every week to my mailing list. Here’s our last email to subscribers which I thought I share. You can sign up on our mailing list to get the latest updates when it goes out every week. Investing for “yield” is one of the main draws of the Singapore stock exchange. However, investors chasing yield have been burn badly in recent years – something I have talked about. The following email will cover both dividend paying stocks, bonds, preference shares and perpetuals. This email is one of the longest emails I’ve sent out but bear...

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Extracts from Hyflux Reply to SIAS Letter

I have been following the Hyflux implosion and restructuring (which is still ongoing). It is one of the most painful experiences for Singaporean investors in recent memory given its widespread uptake by retail investors. For the record, I have no position in any of Hyflux stock or its related securities. You have investors who are understandably upset and angry at what has happened. Many of these grievances were taken up by SIAS who sent and publicly released a letter airing a lot of these concerns of which Hyflux has recently replied today. There are several questions and answers which...

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How to avoid losing money in stocks and investments

I writing a topical email every week to my mailing list. Here’s our last email to subscribers which I thought I share. You can sign up on our mailing list to get the latest updates when it goes out every week. Investors often focus on investing returns which is easy enough to understand. At the same time, experience has taught me that the biggest impediment to long term returns are catastrophic losses and improper position sizing. Examples in the last few years are common enough – from Hyflux perpetuals to Oil & Gas bonds. These problems become fatal when...

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