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Showing posts from October, 2020

Top 3 REITs On Huge Discounts Right Now

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Singapore's stock market for blue-chip stocks such as banks and REITs have almost returned to all-time lows in March recently. This fall in share price can be attributed to two things mainly: the poor performance of the US market recently due to the presidential election creating uncertainty among investors and the increase in COVID-19 (Secon/Third-wave) cases in Europe and the United States. As a result, many blue-chip REITs and banks in Singapore's stock market share prices have plummeted as well due to the general negative market sentiment. However, nothing fundamentally significant has changed with these stocks. This means that these blue-chip REITs business models are still extremely stable and relatively low risk. This creates many opportunities for investors to acquire these blue-chip REITs at a massive discount at their current prices. Here are my top 3 REITs that are on huge discounts currently.  1. CapitaMall Trust (Blue-Chip) CapitaMall Trust is currently trading at

3 Things You Should Know About Lendlease REIT

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Lendlease REIT is Singapore's newest commercial REIT that was listed on 2nd October 2019. Its initial portfolio comprises a leasehold interest in 313 @ somerset and a freehold interest in Sky Complex, which comprises three office buildings located in Milan. Lendlease REIT is strongly sponsored by the Lendlease Group which is a leading international property and infrastructure group with operations in Australia, Asia, Europe, and the Americas and is also listed on the Australian Securities Exchange. Lendlease REIT quickly gained popularity among Singapore investors with a current market capitalization of $800 million at its current share price of $0.67. Here are 3 things you should know about Singapore's latest commercial REIT.  Prudent Capital Management Lendlease REIT has a current debt gearing ratio of 35.1% as of 30 June 2020 and is well within my appropriate range of <40%. REITs often use debt as leverage to acquire more properties and investments to expand their portfol

3 Things You Should Know About Singapore 4th Largest Industrial REIT

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ESR-REIT is Singapore's 4th largest industrial REIT with a market capitalization of $1.3 billion and total assets worth $3.1 billion. It focuses on income-producing industrial properties islandwide in Singapore.  The properties are in the following business sectors: Business Park, High-Specs Industrial, Logistics/Warehouse, and General Industrial, and are located close to major transportation hubs and key industrial zones island-wide. ESR-REIT is one of Singapore's lesser-known industrial REITs compared to the top 3 Singapore industrial REITs (Ascendas, Mapletree Industrial Trust, Mapletree Logistics Trust). The COVID-19 pandemic has revealed that industrial REITs are much more resilient than retail/hospitality REITs in tough economic times. Moreover, the emergence of e-commerce and the boom of online shopping in the 21st century has gradually increased the demand for industrial/logistics properties while decreasing the demand for retail properties. Here are 3 things you should

3 Things You Should Know About SGX (S68)

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SGX (S68) is one of Singapore's oldest blue-chip dividend stocks in the Singapore market. SGX is Asia's most international and connected exchange with about 40% of listed companies and over 80% of listed bonds originating outside Singapore. Singapore has always had a reputation for being one of Asia's most popular and successful financial hubs with an international stock market. Naturally, SGX has performed fairly well for itself over the past years. Their share price increased from $7.5 to a high of $10 over the past 5 years before decreasing to $9.1 due to the COVID-19 pandemic. There have been a few news articles recently about SGX's incredible performance and how it is a good blue-chip dividend stock to own. How exactly did SGX perform in 2020?   Record High Revenue in 2020. SGX's revenue for FY2020 hit a record high of $1.05 billion which is a significant increase from its FY2019 revenue of $910 million. They achieved double-digit growths across all business un