Category: Investment Moats

Reflecting on the Problem with FIRE Bloggers

I worked in the technical role in the IT industry for most part of my working career. In the past, I can’t believe why we get some horrendous projects thrown to us. What is the back story there. As I get more senior, my project manager started throwing me to coordinate more with the sales […]

Can Hutchison Port Holdings Trust (HPHT) Pay that 7.8% Dividend Yield

Hutchison Port Holdings Trust (HPHT) have been in a downtrend since its IPO days. Investors like myself were attracted to the dividend yield. Its net asset to debt is comparatively lower than the REITs, so its in a good situation there. Unfortunately, unlike a lot of the REITs the results in these transhipment ports have […]

How Does the Perfect REIT Look Like in the Eyes Of Experienced Investors

In our universe of Real Estate Investment Trusts (REITs), the REITs can be structured in different ways. There is a few areas of differentiation Property Types. You have REITs investing in retail malls, commercial offices, overseas commercial offices, local industrial, local and overseas industrial, healthcare, data centers, hotels, hotels and service apartments, or a mixture […]

How Lippo Malls Indonesia Retail Trust LMIR and First REIT is affected by the 10% Income Tax on Earned Income from Land and Building

There is some change in Tax Regulations that on first glance, will affect 2 REITs listed on the SGX. Lippo Malls Indonesia Retail Trust (LMIR), an Indonesian Retail Mall trust that provides a 9.4% dividend yield, announced that the Indonesian Government passed certain amendments to the regulations regarding payment of income tax on income received […]

ComfortDelGro makes Small Acquisition of Australia Non-emergency Patient Transport Company

ComfortDelGro makes an acquisition of an Australia transport business. This will be a business targeting a different segment of needs. With 144 vehicles. It offers a range of healthcare transport services to major metropolitan hospital networks including walker, hoist and stretcher transport services, and specialist services for high acuity and complex patients. NPT also operates […]