Dear all It has been an extremely hectic couple of months. Markets have been extremely buoyant and I have been swarmed with trades, meetings and trips. If only, I have…
read moreDear all I am sure everybody here is familiar with Parkway Life Reit. It owns 64 properties located in the Asia Pacific region, with a total portfolio size of approximately…
read moreHPH Trust – Potential laggard in this market FOMO to buy interest rate cut beneficiaries (20 Sep 24)
Dear all While I was doing my usual screening of stocks and sort them by price to book; estimated dividend yield and total potential return etc, one stock stood out.…
read moreDear all Singapore Post Limited (SingPost) is one of CGSI’s three value picks with re-rating potential in their Singapore Strategy report dated 8 May 2024. I have the privilege of…
read moreDear all Since Mr Lawrence Wong took over as Prime Minister on 15 May, rumours are rife that an election is imminent, perhaps as early as Sep 2024. ISOTeam comes…
read moreDear all The past few weeks have been extremely busy from MSCI index rebalancing (where there are lots of opportunities to capitalise on); to 1-1 meetings and a site visit…
read more




