Author: The Fifth Person

13 things to know about ComfortDelGro before you invest

It has been a rough few years for ComfortDelGro Corporation Limited (CDG). Its stock price fell to S$2.00 in December 2017, down from its peak of S$3.20 in June 2015. This coincided with rising competition from ride-hailing providers, Uber and Grab, which caused a 20% reduction in taxi fleets of both Comfort and CityCab from end-2015 to end-2017. Source: Google Finance In March 2018, Grab took over the entire Southeast Asian operations of Uber. There were mixed views on CDG with regards to Uber’s exit from the Singapore market. But it’s been evident that CDG has been a benefactor...

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13 things to know about Sunway REIT before you invest

Listed on 8 July 2010, Sunway REIT owns a diverse portfolio of real estate comprising retail malls, office buildings, hotels, an industrial building, and a hospital. As at 30 June 2018, its real estate portfolio is valued at RM7.28 billion, a 110% increase from its initial size of RM3.46 billion when it debuted in 2010. In this article, I’ll bring an update on its latest financial results, its future plans to sustain growth and evaluate its investment potential at its current unit price with a few valuation metrics. Here are 13 things you need to know about Sunway REIT...

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13 things to know about Frasers Commercial Trust before you invest (updated 2019)

Listed in March 2006, Frasers Commercial Trust (FCOT) owns a portfolio of office buildings and business park properties located in Singapore, Australia, and the UK. As at 30 September 2018, FCOT has six properties in its portfolio with a total appraised value of S$2.1 billion. In this article, I’ll revisit its fundamentals, give an update on its latest financial results, and discuss its plans for growth in the future. I’ll also assess its current valuation with a handful of valuation metrics. Here are 13 things to know about Frasers Commercial Trust before you invest. Property results 1. Gross revenue...

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4 important lessons I learned from investing in 2018

Do you remember what your portfolio was like back in 2017? I can remember mine when I looked at my portfolio just a year ago. Most of the stocks I owned had positive gains. The stock market had performed well with most market indices achieving double-digit annual growth: Index 31 Dec 2016 31 Dec 2017 Return Straits Times Index (Singapore) 2,880.76 3,402.92 18.1% Bursa Malaysia KLCI (Malaysia) 1,641.73 1,796.81 9.5% Jakarta Composite Index (Indonesia) 5,296.71 6,355.65 20.0% SET Index (Thailand) 1,542.94 1,753.71 13.7% CSI 300 (China) 3,310.08 4,030.86 21.8% Hang Seng (Hong Kong) 22,000.56 29,919.15 36.0% Nikkei 225 (Japan)...

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City Developments repurchased $21.4 million worth of shares in just two months… is it worth a look at right now?

In my last article, I shared that share buybacks are a great way for companies to (indirectly) return money to shareholders, and boost shareholder value. Share buybacks could also be a signal that the management thinks the company’s shares are undervalued and, therefore, a great opportunity to buy them back while the price is low. Knowing this, investors usually take heed when a company repurchases a large number of shares over a short period of time. As in the case of City Developments Limited (CDL): Date of Buyback No. of Shares Cost Average Price Total 2,400,000 $21,445,467.05 $8.94 16...

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How share buybacks work and 3 things to watch out for when a company buys back its shares

You may have come across the term ‘share buyback’ (or share/stock repurchase) a few times before and wondered how a buyback affects your stock investment. Investors often view share buybacks as a positive move as it typically increases value for shareholders. But what is a share buyback and how does it work? A share buyback is a company buying back its own shares from the open market or directly from individual shareholders, thereby reducing the total number of outstanding shares in the market. Other than dividends, companies usually use share buybacks as a way of returning money to shareholders....

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10 things I learned from the 2018 Singapore Press Holdings AGM

Singapore Property Holdings. Excuse me, I meant Singapore Press Holdings (SPH) is not the same as it was ten years ago. The newspaper industry has been disrupted by the Internet. More and more companies prefer to spend their advertising dollars on Facebook or Google — that’s where they can get the most bang for their buck by targeting consumers based on their demographics and interests, instead of blindly advertising to the masses. Source: Singapore Press Holdings 2018 Annual Report Newspapers, whether digital or print, face intense competition when there is so free news content out there. You can keep...

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13 things to know about Ascendas Hospitality Trust before you invest

Listed in July 2012, Ascendas Hospitality Trust (A-HTrust) owns a portfolio of hospitality properties located across Asia-Pacific. As at 31 March 2018, A-HTrust’s portfolio was valued at S$1.6 billion. In this article, I’ll provide an overview of A-HTrust’s latest financial results, updates on its property portfolio, and look at a few valuation metrics to evaluate its investment potential at its current price. Here are 13 things to know about Ascendas Hospitality Trust before you invest. Portfolio reshuffling 1. As at March 2017, A-HTrust owned 11 hotels — six in Australia, two in China, two in Japan, and one in...

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13 things to know about QL Resources before you invest (updated 2018)

QL Resources Berhad is a multinational agro-food corporation which is primarily involved in three core businesses: integrated livestock farming, marine products manufacturing, and palm oil activities. As I write, the company is worth RM11.2 billion in market capitalization, making it one of the most notable homegrown success stories in Malaysia. In this article, I’ll bring an update on QL’s financial results, its plans for growth, and introduce a few valuation metrics to assess its current stock price. Here are 13 things you need to know about QL Resources before you invest. Segment results 1. QL’s marine products manufacturing division...

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15 things to know about Scientex before you invest (updated 2018)

Established in 1968, Scientex Berhad has grown into a conglomerate which derives income from two core business segments. First, Scientex manufactures a wide range of plastic packaging products which it exports to clients located in more than 60 countries worldwide. Second, Scientex is a reputable property developer with a number of projects concentrated mainly in Johor, Malaysia. For many years, Scientex has been a darling for growth investors. This is due to its impressive track record of delivering a strong set of financial results year after year which had led to a long-term appreciation in its stock price. As...

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4 ways to spot multibagger stocks that could potentially grow 10x in value

The 10-bagger is a well-known term among investors and it’s used to describe an investment that has multiplied in value by 10 times. As you know, it’s not easy to find (and hold onto) a 10-bagger stock and hitting it is a significant achievement for any investor. Honestly, my personal best so far is a three-bagger but this doesn’t mean I’ve stopped aiming on getting a 10-bagger someday. To that end, I’ve been doing research in recent years about how a company can successfully grow 10 times in size. What I’ve uncovered among the 10-baggers I’ve studied so far...

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7 things to know about Ajinomoto Malaysia before you invest

Ajinomoto (Malaysia) Berhad was one of the very first Japanese companies to start its business operations in Malaysia in 1961. Since then it has expanded from being a distributor of monosodium glutamate to a manufacturer of a wide range of food seasoning including umami seasoning, ready-mix seasoning, chicken stock, pepper, sweeteners, and industrial seasoning. Ajinomoto Malaysia now has 10 branches in Malaysia and one sales office in Saudi Arabia, and a market capitalization of RM1.25 billion as at November 2018. Here are seven things to know about Ajinomoto Malaysia before you invest: 1. Ajinomoto Malaysia has two main product...

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12 things I learned from the 2018 Starhill Global REIT AGM

Starhill Global REIT (SGREIT) is a Singapore-listed REIT that owns a portfolio of 10 malls and office buildings located in Singapore, Malaysia, Australia, China and Japan. As at 30 June 2018, its portfolio was valued at S$3.1 billion. SGREIT has been in my portfolio for a number of years now and given me a positive overall return despite its share price falling 12.8% year-to-date. This is largely due to the steady dividends I’ve received thus far. However, SGREIT’s distributions per unit (DPU) have been falling the past two years from 5.18 cents to 4.55 cents. This is worrying as...

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