Category: Fifth Person

7 things I learned from Keppel Telecommunications & Transportation’s 2017 AGM

Keppel Telecommunications & Transportation (Keppel T&T) is a subsidiary of SGX-listed Keppel Corp and offers integrated services and solutions in two key segments: logistics and data centres. Its logistics division operates in six countries — Singapore, Malaysia, Indonesia, Vietnam, China, and Australia — and provides warehouse management and supply chain management for its clients. Its […]

3 reasons why bond investing is a negative art

A large number of retail investors are more familiar with investing in equities (stocks) than there are with bonds. The reason is simple, the “smart money” in Singapore have been recently burnt by failing bonds and defaults. Articles on our richer citizens being burnt are aplenty – here, here, here, here and here – and […]

7 reasons why Heineken Malaysia should be on your watchlist

A party or celebration is not complete without alcohol – and for many of us, that means beer. When it comes to our favorite beers, I’m sure Heineken, Guinness, and Tiger are not far from the top of the beer drinker’s list. Yet, some of us may not know that all these brands are produced […]

7 things I learned from BreadTalk’s 2017 AGM

Late last year, BreadTalk made the announcement that the company had won the franchising rights to operate Din Tai Fung in London. It was certainly good news for shareholders as their investment value in BreadTalk appreciated by 40% to $1.40 in less than six months after the news broke. Beforehand, there was a group of […]

12 things I learned from CapitaLand Commercial Trust’s 2017 AGM

With tears welling up in her eyes, she choked on her words slightly as she finished her speech. When she sat down, the audience gave a big round of applause, while the board smiled and nodded their heads in approval. The CEO of CapitaLand Commercial Trust had decided to end her presentation with a show […]

9 things I learned from StarHub’s 2017 AGM

Last year, TPG Telecom was awarded the license to become the fourth mobile telco in Singapore. The Australian company is expected to commence operations in 2018. This event is causing a shake-up in the local telco industry as the marketplace is as crowded as it already is. Adding a new telco only increases the bargaining […]

How to rebalance your portfolio for retirement

Building your portfolio is not a one-off event. Even if all your investments are passive, the portfolio has to be “tweaked” now and again, to compensate for changes in the markets. Think of it as car servicing: no matter how well the vehicle is built, the repeated bumps in the road mean you need to […]

11 things I learned from Amanah Harta Tanah PNB’s 2017 AGM

Amanah Harta Tanah PNB (AHP) is a Malaysian REIT that first listed in 1990 and has been paying a steady dividend to shareholders ever since. A total of 196.24 sen per unit or RM198.54 million has been distributed since 1990, with the highest distribution per unit (DPU) of 12.5 sen per unit paid in 1996. […]

14 things I learned from CapitaMall Trust’s 2017 AGM

CapitaMall Trust (CMT) is Singapore’s first and largest retail REIT. CMT first listed in July 2002 and now owns a portfolio of 16 retail properties and malls that includes some of the most popular retail properties and malls in Singapore like Plaza Singapura, Raffles City, Clarke Quay, and Bugis Junction. CMT’s total portfolio value as […]

11 things I learned from MRCB-Quill REIT’s 2017 AGM

MRCB-Quill REIT (MQREIT) is an office REIT with a portfolio comprising 11 commercial buildings. Five properties are located in Cyberjaya, four in Kuala Lumpur, and one in both Shah Alam and Penang. In the last financial year, MQREIT completed the acquisition of Menara Shell, a 33-storey office tower, increasing the nett lettable area of its […]