Category: Fifth Person

12 things I learned from the 2018 Starhill Global REIT AGM

Starhill Global REIT (SGREIT) is a Singapore-listed REIT that owns a portfolio of 10 malls and office buildings located in Singapore, Malaysia, Australia, China and Japan. As at 30 June 2018, its portfolio was valued at S$3.1 billion. SGREIT has been in my portfolio for a number of years now and given me a positive […]

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A quick summary of the Trump trade war and how it could affect your stock portfolio

­­During his presidential election, Donald Trump pledged to ‘Make America Great Again.’ He promised to boost economic growth and ‘be the greatest job-producing president in U.S. history’. To do that, he needs to create more than 21.5 million jobs in eight years if he plans to beat record-holder, Bill Clinton. To bring jobs back to […]

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8 things I learned from the 2018 Silverlake Axis AGM

I received many requests from our readers to share my takeaways from the latest 2018 Silverlake Axis annual general meeting, so I decided to take some time to pen them down here. This year’s AGM is slightly shorter, and certainly less dramatic, than the annual meeting last year, but I hope my pointers will still […]

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The one investment strategy Warren Buffett used to ‘kill the Dow’ and earn the highest returns of his career

Most people recognise Warren Buffett as the most successful exponent of value investing. And with good reason too – Buffett is currently the third richest man in the world and his holding company, Berkshire Hathaway, has seen its per-share book value grow from $19 in 1964 to $211,750 in 2017, a rate of 19.1% compounded […]

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14 things to know about Padini Holdings before you invest (updated 2018)

Padini Holdings Berhad is a fashion retail conglomerate which owns nine household brands in Malaysia. They include Padini, Padini Authentic, P&Co, PDI, Miki, Brands Outlet, Vincci and Vincci Accessories. Collectively as a group, Padini markets its merchandise in over 200 locations across 10 countries. In this article, I’ll bring an update on Padini’s financial results […]

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Is Cortina Holdings a net-net stock worth looking at right now?

Cortina Holdings is a distributor and retailer of luxury watches like Rolex, Patek Phillipe, and Tag Heuer. Established in 1972, Cortina has now grown to 28 outlets in Singapore, Malaysia, Thailand, Hong Kong, and Taiwan. Since its peak in September 2018, Cortina’s share price has fallen 12% to 95 cents currently: As I was going […]

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6 things to know about Haidilao before you invest

On 26 September, Chinese hotpot chain Haidilao (HDL) shares debuted on the Hong Kong Exchange and climbed as much 10% on its first trading day. The initial public offering (IPO) raised nearly US$1 billion for the company. To be honest, I’ve patronised HDL quite often since it entered Singapore many years ago and their truly […]

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Temasek retail bond: 5 things to know before you invest in the T2023-S$ bond

Back in June, Temasek’s wholly-owned subsidiary, Azalea Group, offered the Astrea IV bond to retail investors in Singapore. The bond was the first ever private equity backed-bond to be listed here. This week, Temasek once again broke new ground with the T2023-S$ bond offer — it is the very first time that Temasek bonds are […]

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How we made 59.4% returns (and growing) investing in Dairy Farm International

I know the title of this article sounds a like a boast but if you bear with me and read the article to the end, I’ll reveal the investment thought process that led to why we decided to buy and, subsequently, sell our stake in Dairy Farm International. History Back in October 2015, I publicly […]

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5 things to know before you invest in the Phillip SING Income ETF

A year ago, Phillip Capital Management, along with Lion Global Investors, launched the Lion-Phillip S-REIT ETF. The ETF aimed to give investors a way to invest in a diversified basket of Singapore REITs (S-REITs) which paid a steady stream of distributions. (At the moment, the average distribution yield for S-REITs is 6.8%.) The ETF was […]

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