Ernest Lim's investing blog

Unique insights into SGX small caps

Lippo

First Reit – 1st healthcare reit listed on SGX (11 Nov 24)

el15

Dear 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 S$2.25b as at 30 Sep 2024. Most of the us here would have conveniently thought that Parkway Life Reit is the first healthcare reit listed on SGX. However, this is not the case. It may come as a surprise to many of us, including myself that First Reit is actually the first healthcare reit listed on SGX on 11 Dec 2006 whereas Parkway Life Reit was listed on SGX on […]

Recent weakness provides accumulation opportunities (9 Sep 20)

el15

Dear all Based on Table 1 below, U.S. indices have fallen between 5.5% – 10% from the close of 2 Sep to 8 Sep. Nasdaq led the decline with a 10% drop. These are interesting times indeed! Why do I say so? Read on below. Table 1: Performance of various indices from 2 Sep to *8 Sep 20 Source: Ernest’s compilations (*STI and Hang Seng are based on 9 Sep closing prices) In my personal opinion, this recent U.S. market weakness provides accumulation opportunities for the well prepared and for those who have been waiting on the side-lines to accumulate […]