Thoughts on Whether Singtel Dividend Yield of 5.5% is Sustainable
Singtel recently made history by posting a first quarter loss of S$668 million for the second quarter. This was a sharp reversal of a net profit of S$667 million... Read More
Astrea Bonds Investment Case Study [Video]
I’ve done up a free video case study under our Investment Case Studies Series for the Astrea bond series now that Astrea V is on its way. Q1 hedge fund... Read More
What Keynes Can Teach You About The Stock Market
Many people are familiar with John Maynard Keynes – the famous economist for his contributions to economics. Q1 hedge fund letters, conference, scoops etc What is little known is that Keynes... Read More
New Astrea V Issue On The Way & Astrea IV Updates
There’s been a slew of news and updates regarding the Astrea bonds in the last week. Q1 hedge fund letters, conference, scoops etc Temasek-linked PE vehicle Astrea V to issue US$600m... Read More
Should You Dollar Cost Average In Index Funds?us
I finished the first workshop on financial analysis last week and it was great fun to teach. Q1 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay I’ve gotten some feedback and... Read More
Why Management Is The Most Important Thing When It Comes To REITs
I writing a topical email every week to my mailing list. Here’s our last email to subscribers which I thought I share. Q1 hedge fund letters, conference, scoops etc Pexels /... Read More
Why I Am Going To Avoid The Upcoming SIA 5 Year 3.03% Retail Bond
Singapore Airlines is proposing to offer S$500 million of five-year fixed-rate bonds to both institutional and retail investors with a chance of it being upsized to $750 million if... Read More
Why Diversification Can Be A Bad Idea
I writing a topical email every week to my mailing list. Here’s our last email to subscribers which I thought I share. Q4 hedge fund letters, conference, scoops etc fill /... Read More
How To Avoid Losing Money In Stocks And Investments
I writing a topical email every week to my mailing list. Here’s our last email to subscribers which I thought I share. sallyjermain / Pixabay You can sign up on our... Read More
Lessons Learnt From Hyflux, Singtel & Starhub Investments
I writing a topical email every week to my mailing list. Here’s our last email to subscribers which I thought I share. Q4 hedge fund letters, conference, scoops etc mpewny /... Read More
A Retail Investment Disaster – Post Moratorium
I have been following the Hyflux implosion and restructuring (which is still ongoing). It is one of the most painful experiences for Singaporean investors in recent memory given its... Read More
Why The Singapore Market Is Such A Challenging Place To Invest
I read recently that MAS was launching a $75m grant for the equity market. The aim is to encourage listing and to also boost equity research coverage. Q4 hedge fund... Read More
Astrea Investor Day 2019 Write-Up & Thoughts
I attended the Astrea Investor Day 2019 held at the DBS Asia Central Auditorium on Saturday morning. Q4 hedge fund letters, conference, scoops etc Earlier this year, I wrote two articles... Read More
Value Investing Isn’t About Buying “Cheap” Stocks
I understand the appeal of using approaches that rely on buying “cheap stocks” as someone who likes a more quantitative approach to investing. Q4 hedge fund letters, conference, scoops etc Pexels... Read More
The Market Crash Is Coming… How Do You Prepare Yourself For It?
I writing a topical email every week to my mailing list. Here’s our last email to subscribers which I thought I share. You can sign up on our mailing list... Read More
What Is IFRS 16 And Why Is It So Important? [Case Study – Singapore Airlines]
This is a slightly technical post but highly relevant if you for certain types of businesses where leasing is prevalent. Q3 hedge fund letters, conference, scoops etc Come 2019, new accounting... Read More
UOB Has Dropped Almost 20%… Are Valuations Finally Attractive At $25.00 And 3% Dividend Yield?
I thought about doing up all three Singapore bank valuations in a single article but changed my mind. Q3 hedge fund letters, conference, scoops etc Although each bank is headquartered in... Read More
The Most Important Thing About Investing – My Own Reflection After Close To A Decade
I writing a topical email every week to my mailing list but I thought I share the last email with everyone as it really resonated with me. Q3 hedge fund... Read More
Bond Funds / ETFs Are NOT Bonds!
With the rise of robo-advisors in Singapore, there’s been an increased allocation into US listed bond ETFs that most investors would probably not have known about or invested in... Read More
Follow Up On Singtel 5.9% Yield – Are Dividends At Risk?
The last post on Singtel generated quite a lot of responses on Facebook which I didn’t find surprising given the widespread ownership of the stock. Q3 hedge fund letters, conference,... Read More
Market Prices Do Not Always Reflect Intrinsic Value
I wrote this back in 2015.. but its still relevant so I thought I share it: Q3 hedge fund letters, conference, scoops etc The underlying assumption behind ALL fundamental analysis is... Read More
Singtel Has Dropped More Than 30%… Is It A Buy At 5.9% Yield?
Financial Horse had an interesting post on Singtel entitled SingTel at S$2.96 – 3 quick thoughts on why I’m still not a buyer. Q3 hedge fund letters, conference, scoops... Read More
