SIA Retail Bonds Balloting Results – And some quick thoughts

1
For those who missed it, the balloting results for the SIA 3.03% 5 year retail bonds are out. As expected, the offering was upsized from...

SIA 5 year 3.03% Retail Bonds – The best thing since sliced bread?

3
I’m sure most of you guys have heard of the Singapore Airlines (SIA) Retail Bonds by now. It’s a 5 year bond yielding 3.03%...

Hyflux’s new restructuring deal: Should investors accept it?

0
I’ve been following the recent Hyflux saga with much interest. The fall from grace of one of Singapore’s homegrown companies, and the entire restructuring...

Hyflux: What went wrong and what can investors do?

21
Unless you’ve been living under a rock the past few months, you’ve probably heard about the Hyflux saga. With stories about how retirees placed...

Time to sell Mapletree Commercial Trust and all your REITs after the recent runup?

18
Okay, clickbaity title aside, this was a real problem that I encountered in January 2019. One of the main trends I highlighted in the...

Keppel KBS US REIT: Why I loaded up on this 10.1% yielding REIT

16
In the spirit of full disclosure, please note that I hold an existing stake in Keppel KBS US REIT. As background, when the unit...

Rights issues for Singapore REITs – Decision making process (Keppel KBS REIT)

2
I recently received this question from a reader: Hi FH It’s my first time having to make a decision on a rights issue. Are you able to...

Why are the Temasek T2023 2.7% Retail Bonds so hot?

1
As most of you are aware, last week’s Temasek T2023 2.7% 5 year Retail Bonds sold like Bread Talk’s pork floss buns when they...

Temasek’s T2023 five-year retail bonds: Are they a buy?

17
Hot on the tails of the recent Astrea IV private equity bonds, comes the latest Temasek T2023 5 year Retail Bonds with a 2.7%...

Top 5 REITs to buy now (2018/2019)

29
REITs have been getting a lot of bad flak recently. I like to think that this is down to 2 reasons. Firstly, because REITs are...

The Weekly Horse: Dilemma of a 40 year old REIT investor

0
For the past week, I've been conversing with a reader with a very unique financial situation. I've summarised the key points below (keeping his...

Why I am skipping the Nikko AM SGD Investment Grade Corporate Bond ETF

1
In my recent Astrea IV Bond article, I had a theory that MAS/Temasek was trying to expand the retail bond market in Singapore, with...

The Weekly Horse: Debrief on Astrea IV Bonds

6
Debrief on Astrea IV Bonds For those who are not aware, the retail offering of the S$121 million Class A-1 Bonds was 7.4 times oversubscribed....

Mapletree Logistics Trust vs Frasers Logistics & Industrial Trust

7
REITs have been getting a lot of flak recently due to the rising interest rates. A lot of investors out there have been swearing...

The Weekly Horse: Responding to Criticism on Temasek’s Astrea IV Bonds

13
Criticism on the Astrea IV Bonds Given the massive debate over Temasek's 4.35% p.a. Astrea IV Class A-1 Secured Bonds that is raging on this...