Category: Fifth Person

Investment Quadrant 2021 is open!

Discover the exact investment process we use to find and invest in the best value-growth stocks in Asia and the U.S.
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6 things I learned from the 2021 Nestlé Malaysia AGM

Nestlé (Malaysia) Berhad has an almost fortress-like moat. It is a brand that consumers trust unless they lose their Halal certification which is unlikely. They also sell a wide variety of products ranging from dairy and coffee to confectionery and ice-cream. Their products are almost available anywhere across cities and towns in Malaysia. This reflects …

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7 things I learned from the 2021 StarHub AGM

StarHub is the second-largest telecommunications (telco) operator in Singapore after Singtel. StarHub offers a ‘quad-play’ package that includes mobile, pay-TV, fixed broadband, and business solutions. An ongoing price war is being fought among telco players as a result of increased competition, with each telco offering more data at ever lower prices in an attempt to …

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8 things I learned from the CapitaLand China Trust AGM

CapitaLand China Trust (CLCT) is a China-focused REIT that invests in real estate assets used primarily for retail, office, and industrial purposes. Listed on the SGX since December 2006, the REIT’s current portfolio comprises 12 shopping malls and five business parks located across 10 Chinese cities. At the CLCT’s 2021 AGM, CEO Tan Tze Wooi …

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10 things I learned from the 2021 CapitaLand AGM

CapitaLand Limited is one of Asia’s largest diversified real estate groups, owning and managing a global portfolio worth about S$132.5 billion (as at 31 December 2020).  CapitaLand’s portfolio spans across real estate classes which include commercial, retail, business parks, industrial and logistics, integrated development, urban development, as well as lodging and residential.  During the 2021 …

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6 things I learned from the 2021 KLCCP Stapled Group AGM

KLCCP Stapled Group is the largest REIT in Malaysia. It owns a number of iconic assets within the city centre of Kuala Lumpur including the PETRONAS Twin Towers and Suria KLCC. In 2020, its seven properties across the office, retail, and hotel segments were valued at RM15.7 billion altogether. 2020 was an unprecedented year. The …

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8 things I learned from the 2021 OCBC Bank AGM

Oversea-Chinese Banking Corporation (OCBC) is the second largest financial institution in Southeast Asia with a market capitalization of over S$55.7 billion. Over the years, OCBC has grown its international footprint and now comprises more than 570 branches and representative offices in 18 countries and regions. As of 31 December 2020, OCBC’s total assets comprised more …

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8 things I learned from the 2021 Ascott Residence Trust AGM

Ascott Residence Trust (ART) is a hospitality trust in Asia Pacific with an asset value of S$7.2 billion as at 31 December 2020. ART’s international portfolio comprises 86 properties with more than 16,000 units in 38 cities across 15 countries in Asia Pacific, Europe, and the United States. ART invests primarily in serviced residences, hotels, …

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The long-term impact of COVID-19 on each Singapore REIT sector and what investors need to look out for

The COVID-19 pandemic is a once-in-a-century event, bringing about far-reaching effects on a global scale, disrupting lifestyles, businesses, international supply chains and travel. The Straits Times Index (STI) fell 24% in March 2020 and Singapore’s GDP contracted 5.4% for the year. Likewise, Singapore REITs were among the hardest hit — the iEdge S-REIT Leaders Index …

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