Blog Headlines

Wed, 24 April 2019

• Suntec REIT: Flat DPU for 1Q19 - kimeng @ 11:19
• Frasers Centrepoint Trust: 2QFY19 Results Met Expectations - kimeng @ 11:18
• CapitaLand Mall Trust: Good Progress on Funan Leasing - kimeng @ 11:17
• Mapletree Commercial Trust: All Rounded Performance - kimeng @ 11:16
• Frasers Commercial Trust: Hey Google…are We There Yet? - kimeng @ 11:15
• Phillip Capital Morning Note - 24/4/2019 - traderhub8 @ 08:55

Tue, 23 April 2019

• EUR: Pressured by disappointing PMI data - AFTX @ 15:53
• ATFX Market Update - 2019.04.23 - AFTX @ 13:55
• Phillip Capital Morning Note - 23/4/2019 - traderhub8 @ 09:05
• Mapletree Industrial Trust: 4QFY19 Results Within Expectations - kimeng @ 08:47
• Frasers Commercial Trust: In-line Scorecard - kimeng @ 08:45
• Midea Group (000333 CH): Trading Close to Repurchase Price - kimeng @ 08:44
• Frasers Commercial Trust - Two Steps Forwards, One Step Back - simonsg @ 08:43
• Mapletree Industrial Trust - Hi-Tech Play - simonsg @ 08:42
• Mapletree Industrial Trust - Well-Timed Acquisitions Drive Earnings to New Record - simonsg @ 08:42
• REITs Symposium 2019 - Your Information Guide To Most Reits You Need To Know (Updated) - @ 08:42

Mon, 22 April 2019

• Building Your Own ATM Machine ! - STE @ 19:58
• Sasseur REIT – China’s Propensity Towards Luxury Goods - traderhub8 @ 18:38
• 22nd April Weekly Webinar: Going from "Overbought" to "Oversold" - Collin Seow @ 15:39
• Soilbuild REIT: Issues With NK Ingredients Continue - kimeng @ 11:58
• CapitaLand Commercial Trust: Rentals Continue to Firm - kimeng @ 11:56
• Keppel Corporation: Mid-long Term ROE Target of 15% - kimeng @ 11:55
• Phillip Capital Morning Note - 22/4/2019 - traderhub8 @ 09:52
• CapitaLand Commercial Trust - Soaring Higher - simonsg @ 09:03
• CapitaLand Commercial Trust (CCT) - 1Q19 Another Stellar Quarter - simonsg @ 09:02
• Soilbuild Business Space REIT - Going on the Defensive - simonsg @ 09:01
• Oversea-Chinese Banking Corp (OCBC) - Expect Wider 1H19 NIM, But Valuation Fair - simonsg @ 09:00
• CapitaLand Commercial Trust - Risk-Reward Profile Finely Balanced - simonsg @ 08:59
• DBS Group - 1Q19 Results Preview ~ NIM Expanded; Asset Quality Stable - simonsg @ 08:58

Thu, 18 April 2019

• Apr 19 - Portfolio & Networth Update - @ 21:47
• Keppel REIT - Unattractive Despite Office Momentum - simonsg @ 19:32
• United Overseas Bank Limited – Rising Funding Pressure to Soften NIM - traderhub8 @ 19:31
• ATFX Market Update - 2019.04.18 - AFTX @ 14:10
• Suntec REIT - Heading Over to Orchard - simonsg @ 09:53
• Keppel REIT - Positioned to Score Goals - simonsg @ 09:52
• CapitaLand Commercial Trust - Riding on the Office Rental Upcycle - simonsg @ 09:13
• Keppel REIT (KREIT) - 1Q19 Good Momentum Despite New Challenges - simonsg @ 09:12
• Keppel Corporation - Upsizing O&M! - simonsg @ 09:11
• Singapore Press Holdings (SPH) - Selectively Scaling Up - simonsg @ 09:11
• Phillip Capital Morning Note - 18/4/2019 - traderhub8 @ 09:11

Wed, 17 April 2019

• Cache Logistics Trust: Exposure to CWT Pte Ltd - kimeng @ 21:31
• Mapletree Logistics Trust: No Impact for Now From CWT Pte Ltd - kimeng @ 21:30
• Singapore Press Holdings: 3 More UK Assets - kimeng @ 21:29
• Roxy-Pacific Holdings: Not Calling the Bottom Yet - kimeng @ 21:29
• Keppel DC REIT – Sowing Seeds Through Proactive Management - traderhub8 @ 21:27
• Singapore REITs Monthly – April 2019 - traderhub8 @ 21:27
• SMT TV Episode 26 - What is Precession Effect in Trading? - Collin Seow @ 14:00
• ATFX Market Update - 2019.04.17 - AFTX @ 10:23
• Phillip Capital Morning Note - traderhub8 @ 09:16
• StarHub - Look for Better Bargains Elsewhere - simonsg @ 09:10
• Keppel REIT - Mixed Outlook - simonsg @ 09:09
• Keppel-KBS US REIT - Benefits From Acquisition Flow Through - simonsg @ 09:06
• Japan Foods - Ground Checks ~ Hototogisu Delivering Growth - simonsg @ 09:05

Tue, 16 April 2019

• How Do You React When Your Companies' Share Price Goes Up or Down? - @ 19:43
• Y Ventures Group Ltd – Ceasing Coverage - traderhub8 @ 15:46
• ATFX Market Update - 2019.04.16 - AFTX @ 10:25
• Phillip Capital Morning Note - 16/4/2019 - traderhub8 @ 09:27
• ComfortDelGro: Enjoying a Smooth Ride - kimeng @ 09:25
• Frencken Group - Year of Industrial Automation - simonsg @ 09:25
• Keppel Infrastructure Trust - on a Firmer Footing - simonsg @ 09:24
• Accordia Golf Trust - Ground Checks AGT’s Yield Accretive Green - simonsg @ 09:23
• Singapore Airlines (SIA) - Demand for Pax Traffic Remains Strong But Uncertainty About B737 Max’s Grounding Remains the Biggest Concern - simonsg @ 09:22
• Keppel DC REIT: Ready to Fire Up on Inorganic Growth - kimeng @ 09:21
• UOL Group - Step-By-Step to Bluer Skies - simonsg @ 09:20

Mon, 15 April 2019

• Fu Yu Corp - Massive Hidden Value in Properties Recognised at Cost - simonsg @ 18:16
• Keppel Corporation - All Pieces Falling Into Place - simonsg @ 18:15
• ATFX Market Update - 2019.04.15 - AFTX @ 11:58
• Far East Hospitality Trust: Take a Break - kimeng @ 09:34
• Ascott Residence Trust: Take a Breather - kimeng @ 09:32
• SG Hospitality: Hold Your Horses - kimeng @ 09:29
• Keppel DC REIT - Delivering Steady Growth - simonsg @ 09:18
• Frencken Group - Beauty of Diversification - simonsg @ 09:18
• Sheng Siong Group - No Mood to Shop - simonsg @ 08:30

Fri, 12 April 2019

• What Recently Reminded You of How Fast Time Flies? - @ 20:18
• SingTel - Bharti Airtel & Warburg Pincus in Talks to Acquire 61% Stake in Pay-TV Operator, Dish TV - simonsg @ 18:09
• ATFX Market Update - 2019.04.12 - AFTX @ 11:06
• United Overseas Bank - Foreign Influence - simonsg @ 10:01
• Ascott Residence Trust - Creating Value by Recycling Capital - simonsg @ 10:01
• Phillip Capital Morning Note - 12/4/2019 - traderhub8 @ 09:53
• Yzj Shipbldg - [ Is It Time To Abandon Ship?] - humblestock @ 08:15

Thu, 11 April 2019

• Indofood Agri Resources - Buyout Offer at S$0.28/share - simonsg @ 18:09
• Yoma Strategic - Transitioning Into Next Growth Phase; BUY - simonsg @ 09:48
• Singapore Press Holdings (SPH) - Takeaways From 2QFY19 Results Briefing - simonsg @ 09:46
• Phillip Capital Morning Note - 11/4/2019 - traderhub8 @ 09:11

Wed, 10 April 2019

• Singapore Press Holdings: Below Expectations - kimeng @ 14:02
• ESR-REIT: Forecasts in Flux - kimeng @ 14:01
• Phillip Capital Morning Note - 10/4/2019 - traderhub8 @ 13:58
• SMT TV Episode 25 - What is Wealth? - Collin Seow @ 13:40
• ATFX Market Update - 2019.04.10 - AFTX @ 11:12
• First REIT - No Surprises in 1QFY19 - simonsg @ 09:47
• Singapore Press Holdings (SPH) - 2QFY19 in Line, Defensive Assets Gaining Momentum - simonsg @ 08:50
• DBS - Higher Lending Yields to Widen 1Q19 Net Interest Margin - simonsg @ 08:49
• Frasers Property Limited - We’ve Only Just Begun - simonsg @ 08:48

Tue, 9 April 2019

• First Reit FY2018 - My Thoughts On The AGM - @ 19:45
• Singapore Press Holdings (SPH) - 2QFY8/19: Anchored by Property - simonsg @ 13:55
• Ascott Residence Trust – Best of Both Worlds- Stability and Growth - traderhub8 @ 11:58
• SATS - [ Sat On A Good Run Yesterday? Where's The Next Target? ] - humblestock @ 11:27
• ATFX Market Update - 2019.04.09 - AFTX @ 10:54
• Gree Electric Appliances (000651 CH): Gree Group to Sell 15% Out of 18.22% Stake - kimeng @ 10:02
• Wilmar: Waiting for 1Q19 Results - kimeng @ 10:01
• Golden Agri-Resources: Good Proxy to CPO - kimeng @ 10:00
• Soft Commodities: CPO Recovery - kimeng @ 09:59
• Phillip Capital Morning Note - 9/4/2019 - traderhub8 @ 09:25
• Koufu Group - Beneficiary of Marina Bay Sands Expansion Plans - simonsg @ 08:46
• OUE Hospitality Trust - Proposed Merger; Accept Offer - simonsg @ 08:40

Mon, 8 April 2019

• SPH REIT - Stable Quarter, Awaiting Deals - simonsg @ 18:52
• SPH REIT - Improving Prospects But Lacks Major Catalyst - simonsg @ 18:51
• SPH REIT: Growth From Inorganic Avenues - kimeng @ 18:41
• SPH REIT - Getting a Lift From Acquisitions - simonsg @ 17:53
• ATFX Market Update - 2019.04.08 - AFTX @ 10:54
• Keppel DC REIT - Ready 4 More Acquisitions - simonsg @ 09:14
• Phillip Capital Morning Note - 8/4/2019 - traderhub8 @ 09:12
• Hi-P International - Take Profit - simonsg @ 09:04
• SingTel - Accumulate for FY20F Recovery; 5.7% Yield to Compensate for the Wait - simonsg @ 08:46
• Sembcorp Marine - [ Turning Bullish Now? Any Earlier Signs? What Does The Chart Says?] - humblestock @ 08:04

Sat, 6 April 2019

• REITs Symposium 2019 - Your Information Guide To Most Reits You Need To Know - @ 20:38

Fri, 5 April 2019

• Ezion Holdings - Yinson at the Helm - simonsg @ 16:23
• Accordia Golf Trust - Driving Forward - simonsg @ 16:22
• Singapore Strategy - Age-defying Boost - simonsg @ 16:22
• Sino-Ocean Group (3377 HK): Cloudy Outlook - kimeng @ 15:08
• Sembcorp Industries - [ Five Consecutive Days Up Since Alert, Third Target Met, Overbought Now? ] - humblestock @ 14:37
• Phillip Capital Morning Note - 5/4/2019 - traderhub8 @ 09:42
• Singapore Post - Jagged No More - simonsg @ 08:44
• Hong Lai Huat Group - Successful Launch of Signature Cambodian Development Project - simonsg @ 08:43
• Singapore Exchange - Derivatives Still in Driver’s Seat; Keep BUY - simonsg @ 08:43

Thu, 4 April 2019

• Genting Singapore Ltd - My Thoughts On The IR Expansion Plan - @ 18:48
• Genting Singapore - Visionary RWS 2.0 But Expect Short Term Pain Before Long Term Gain - simonsg @ 17:50
• Genting Singapore - Casino Tax Hike, Huge RWS Capex ~ DOWNGRADE - simonsg @ 14:33
• Genting Singapore - Resorts World Sentosa ~ Hit the Reset Button - simonsg @ 14:32
• ATFX Market Update - 2019.04.04 - AFTX @ 11:46
• Genting Singapore - Resorts World, Transform! - simonsg @ 09:40
• Genting Singapore (GENS) - World-Class Commitment - simonsg @ 09:40
• Singapore Post: Looking for Buyers for Jagged Peak and TradeGlobal - kimeng @ 09:10
• Genting Singapore - S$4.5b Commitment for RWS2.0 - kimeng @ 09:09
• Phillip Capital Morning Note - 4/4/2019 - traderhub8 @ 09:04
• Singapore Post - Plan to Exit the US Business (Near-Term +ve) - simonsg @ 08:40
• UOL - [ Four Consecutive Up Days, Targets Met, Overbought Now? ] - humblestock @ 08:24

Wed, 3 April 2019

• Singapore Press Holdings (SPH) - Transition Into a Defensive Play Underappreciated, Upgrade to Contrarian BUY - simonsg @ 17:49
• Saving on Transaction Cost : 1st Qtr 2019 vs 1st Qtr 2018 - STE @ 15:34
• SMT TV Episode 24 - How to Get Out of the Rat Race? - Collin Seow @ 14:02
• ATFX Market Update - 2019.03.04 - AFTX @ 11:01
• Gree Electric Appliances (000651 CH): Potential Change in Ownership - kimeng @ 09:01
• ComfortDelGro - Getting Close to Fair Value; TAKE PROFIT - simonsg @ 08:54
• Grand Venture Technology Ltd - A Play on Growth - simonsg @ 08:53

Tue, 2 April 2019

• The Agony Behavioral Biases of Risk - @ 21:42
• Phillip Capital Morning Note - 2/4/2019 - traderhub8 @ 14:03
• ATFX Market Update - 2019.04.02 - AFTX @ 10:52
• Japfa Ltd - Chicken Run - simonsg @ 09:00
• Sasseur REIT - Differentiated Concept to Attract Its Target Shoppers - simonsg @ 08:56
• Suntec REIT - Will UBS Park at Penang Road? - simonsg @ 08:54
• Sassuer REIT - Brand Experts (Investment Thesis) - simonsg @ 08:39

Mon, 1 April 2019

• Singapore Banking Monthly – Mortgage Repricing to Offset Loan Growth Deceleration - traderhub8 @ 15:23
• China Aviation Oil - Jetting Stably Amidst Global Volatility - simonsg @ 14:00
• Clearbridge Health Ltd – Rolling Up Profits Centres in Healthcare - traderhub8 @ 11:21
• ATFX Market Update - 2019.04.01 - AFTX @ 11:18
• Phillip Capital Morning Note - 1/4/2019 - traderhub8 @ 09:32
• That's It! I'm Going To Teach You How To Become Millionaire By Earning 50% Returns Annually Consistently Every Year - @ 09:13 1 comment
• Tianjin Zhongxin Pharmaceutical Group Corp - 4Q18 Results in Line, Proposes 10% Increase to Dividends - simonsg @ 08:27
• March 2019 - Singapore in 5 Minutes - simonsg @ 08:25

Fri, 29 March 2019

• Jumbo Group - Higher Margins to Kick in - simonsg @ 15:14
• F J Benjamin Holdings Ltd - Fashion Turnaround - simonsg @ 14:15
• ATFX Market Update - 2019.03.29 - AFTX @ 11:26
• COSCO SHIPPING Ports (1199 HK): Solid Set of Results - kimeng @ 10:48
• China Evergrande Group (3333 HK): Waiting for A-share Listing - kimeng @ 10:47
• Haier Electronics (1169 HK): Targets Double-digit Growth in 2019 - kimeng @ 10:46
• Phillip Capital Morning Note - 29/3/2019 - traderhub8 @ 10:45
• ST Engineering - a Strategic Acquisition to Springboard Satcom Capability - simonsg @ 09:30
• ST Engineering - M&A Driving Smart City Ambitions - simonsg @ 09:29

Thu, 28 March 2019

• OMG !! The Yield Curve Just Inverted ! Sell or Not Sell ? - STE @ 16:47
• Silverlake Axis - Solid in 2019; Keep BUY - simonsg @ 16:01
• ATFX Market Update - 2019.03.28 - AFTX @ 10:51
• ST Engineering - Right Acquisition, be Patient - simonsg @ 10:36
• Bukit Sembawang Estates Limited - Would You Buy When They Are Trading At Such A Steep Discount? - @ 10:27

Wed, 27 March 2019

• Thaibev - [ Top Gainer In The STI Component , Thirsting For More Upside? ] - humblestock @ 19:16
• Koufu Group Ltd - Defensive Staple With a Growth Story - simonsg @ 17:33
• China Aviation Oil - Signs of Revival in Traffic; Upgrade to BUY - simonsg @ 16:56
• Phillip Capital Morning Note - 27/3/2019 - traderhub8 @ 11:04
• Netlink NBN Trust – the Fibre Landlord - traderhub8 @ 11:01
• ATFX Market Update - 2019.03.27 - AFTX @ 10:43
• SMT TV Episode 23 - Should I Invest or Pay my Student Loans - Collin Seow @ 10:00
• Sheng Siong Group - Battle of the Brands - simonsg @ 09:26

Tue, 26 March 2019

• CSE Global - Buying Into Australia; Stay BUY - simonsg @ 18:48
• Biolidics Ltd - Liquid Could be the New Solid - simonsg @ 16:59
• CSE Global - Acquisitions Rolling in - simonsg @ 16:58
• ATFX Market Update - 2019.03.26 - AFTX @ 11:00
• KWG Group Holdings Limited (1813 HK): Results Miss - kimeng @ 09:13
• Longfor Group (960 HK): A Role Model Like No Other - kimeng @ 09:12
• SG Banking Sector: It Still Sparks Joy - kimeng @ 09:11
• Phillip Capital Morning Note - 26/3/2019 - traderhub8 @ 09:09

Mon, 25 March 2019

• StarHub - Not Time to Look Up at the Stars Yet - simonsg @ 18:49
• SingTel - Decent Yields to Ride Out Earnings Volatility - simonsg @ 18:47
• China State Construction International (3311 HK): Results Below; Lower Dividend - kimeng @ 16:14
• Phillip Capital Morning Note - 25/3/2019 - traderhub8 @ 16:14
• 25th March Webinar: Look out! Market momentum pausing - Collin Seow @ 14:04
• Geo Energy Resources Ltd – Lacklustre Outlook in 2019 - traderhub8 @ 13:29
• ATFX Market Update - 2019.03.25 - AFTX @ 11:10
• Fortress Minerals (FMIL) - High-Grade Iron Ore Play - simonsg @ 08:54
• Mm2 Asia - Needs to be “More Than Blue” - simonsg @ 08:34