Rights issues for Singapore REITs – Decision making process (Keppel KBS REIT)
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?
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?
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)
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
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
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
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
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
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...
Temasek’s 4.35% p.a. Astrea Bonds: A free lunch in investing?
Unless you've been living under a rock the past week, you've probably heard of Temasek's 4.35% p.a. Astrea IV Class A-1 Secured Bonds. In...
Netlink Trust: A buy after the current dip?
At its current price of S$0.78, assuming a 4.64 cents yield for FY2019 (from the IPO prospectus), Netlink Trust (CJLU.SI) is trading at a...
10 Stocks to buy in the next market crash
I recently chanced across an article by Turtle Investor where he described what he would do with his robo investments if the market crashed...
MGCCT’s acquisition of a Japan Portfolio: Why this Unitholder is pleased
Mapletree Greater China Commercial Trust (MGCCT) recently announced that it would be acquiring a portfolio of six freehold commercial real estate assets located in...
Sasseur REIT: Why I am so disappointed by this 7.5% yielding China REIT
Dear Sasseur REIT,
I had such great hopes when I first read about you. The first outlet mall REIT to be listed in Singapore, with...
5 reasons why I plan to never sell Mapletree Commercial Trust
I took the opportunity with the recent correction in REIT prices to add to my position in Mapletree Commercial Trust (SGX: N2IU) at an average...
