Category: Fifth Person

8 things I learned from the 2019 Tower REIT AGM

Listed on Bursa Malaysia on 12 April 2006, Tower REIT currently has a real estate portfolio consisting of two commercial office buildings: Menara HLA and Plaza Zurich. The properties are valued at RM342.2 million and RM220.1 million respectively as at 30 June 2019. After Bank Negara Malaysia cut the overnight policy rate (OPR) by 25 […]

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10 things I learned from the 2019 Starhill Global REIT AGM

Starhill Global REIT (SGREIT) owns a property portfolio of retail malls and office buildings located in Singapore, Malaysia, Australia, China, and Japan. As at 30 June 2019, its portfolio was valued at S$3.06 billion. Amid a challenging retail environment, SGREIT’s revenue and net property income (NPI) have been slowly falling since FY2016. As a result, […]

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10 things I learned from the 2019 YTL Hospitality REIT AGM

Listed in 2005, YTL Hospitality REIT owns a portfolio of prime hotel properties valued at RM4.7 billion. The hospitality assets range from business to luxury hotels which are spread across a range of locations worldwide. In Malaysia, these include the JW Marriott Hotel Kuala Lumpur, The Majestic Hotel Kuala Lumpur, and The Ritz-Carlton, Kuala Lumpur […]

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How to find stock investment ideas in high-growth industries

A key part of being a successful active investor is your ability to unearth investment ideas that will generate alpha: excess return you earn beyond the market index. If you’re unable to generate alpha over the long term, then you’re better off simply investing in the overall market! But apart from the occasional stock idea […]

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12 things to know about Padini Holdings before you invest (updated 2019)

Padini Holdings Berhad is a multi-brand fashion retailing corporation listed in Malaysia. As of 21 November 2019, its market capitalisation is at RM2.26 billion. In this article, I’ll cover the company’s shift in retailing strategy, latest annual results, and valuation ratios. Here are 12 things to know about Padini before you invest: 1. Over the […]

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7 things I learned from the 2019 Keppel DC REIT EGM

Keppel DC REIT (KDC REIT) is a pure-play data centre REIT listed on the Singapore Exchange. The REIT invests in a diversified portfolio of income-producing real estate assets which are used primarily for data centre purposes. On 23 October 2019, Keppel DC REIT held an EGM seeking unitholders approval to acquire a 99% interest in […]

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10 things I learned from the 2019 Pos Malaysia AGM

Listed on Bursa Malaysia in September 2001, Pos Malaysia Berhad is Malaysia’s national postal service provider with a network of more than 3,500 touchpoints and 250 self-service terminals — the largest in the country. However, the structural decline in traditional mail volume, coupled with high fixed costs relating to the universal service obligation of postal […]

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13 things I learned from the 2019 DRB-Hicom AGM

DRB-Hicom is a Malaysian conglomerate that is involved in the automotive, services, and property businesses. DRB-Hicom is also the parent company of Proton – Malaysia’s national automaker. In May 2017, DRB-Hicom announced plans to sell a 49.9% stake in Proton to Zhejiang Geely Automobile Holdings as part of its plan to reboot the ailing car […]

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Key things to know about the Ascott Residence Trust and Ascendas Hospitality Trust merger

On 21 October 2019, through their handheld devices, shareholders from both sides gave their blessings to the marriage between Ascott Residence Trust (Ascott) and Ascendas Hospitality Trust (A-HTrust). With combined assets of S$7.6 billion, the new entity – Ascott REIT Business Trust (Ascott REIT-BT) — will form the largest hospitality trust in Asia Pacific and […]

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