Ernest Lim's investing blog

Unique insights into SGX small caps

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How to select a good unit in a new launch property that outperforms? (17 Sep 2019)

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This write-up was reproduced with permission from Ray’s Estate Clinic, written by Founder, Raymond Chng. Please refer to the end of the article for more information on Raymond. Over the years, I have had the opportunity to market numerous properties in different developments, some within the same developments. What I noticed was, even within the same condominium, there are units that sell within 3-4 weeks, while some took more than 3 months. There are some units that are just more desirable by most buyers. There are also some owners that managed to make significant profits while some struggled to make […]

How to select the right new launch property development? (11 Sep 2019)

el15

This write-up was reproduced with permission from Ray’s Estate Clinic, written by Founder, Raymond Chng. Please refer to the end of the article for more information on Raymond. This is a follow up article from a previous article – 10 things you must know before buying a new launch property (click HERE). Some readers wrote to me after reading the article, I’m glad that the article provided good insights. Some even came to me for my opinions on what to consider when selecting a new launch. This article is for anyone who needs an un-biased view on new launch property […]

10 things you must know before buying a new launch property (26 Jul 19)

el15

This write-up was reproduced with permission from Ray’s Estate Clinic, written by Founder, Raymond Chng. Please refer to the end of the article for more information on Raymond. In 2019, there are close to 60 new launches coming onto the market. Many of my clients and readers have been asking me which new launch I think is the good value buy. I think what is more important is to understand more about new launch properties first, before analysing which is a good buy. Source: Colliers International Research, URA / Image 1: Total # of units and new projects 2019 That […]

REC Insights Part 2 of 3: This undervalued property cluster may be the next gem (4 Jul 2019)

el15

This write-up was reproduced with permission from Ray’s Estate Clinic, written by Founder, Raymond Chng. Please refer to the below for more information on Raymond. After much hesitation in publishing this article, I was persuaded by clients to share my views about the next big location to buy real estate. So much hype has been in locations like Marine Parade and Jurong. For those who are familiar with the investment logic –“be fearful when others are greedy”, I am cautious over buying properties in areas with hype. Buying a property is easy but selecting the right property is not. When […]

Billion market cap stocks with >=3% dividend yield (12 June 17)

el15

Business Times has an interesting article published today “High-yielding billion-$ stocks go beyond STI”. However, I noticed in the article, it did not list all the stocks with market cap >=S$1 billion and dividend yields >=3%. Therefore, I have sourced data from Bloomberg and have compiled a list of Singapore listed stocks with the following criteria: a) Market capitalisation in SGD terms >= S$1 billion; b) Estimated dividend yields >= 3%. Furthermore, I have sorted the stocks with the above criteria, sorted by total potential return (i.e. Potential capital gain + estimated dividend yield). Table 1 lists the top 5 […]

Ernest’s market outlook (22 Jul 16)

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Dear readers, Markets have continued to rally with the U.S indices clocking in a fourth consecutive weekly gain. Will the markets continue to defy gravity to reach new highs? Read on for more.   S&P500 Index Just to recap what I have mentioned on 8 Jul 2016 (see HERE), I wrote “Given the low ADX, bearish divergences between price and OBV, MACD and RSI, it is unlikely that S&P500 may stage a sustainable rally above an intraday all time high of 2,135 on 20 May 2015.” –> On the contrary, S&P500 breached 2,135 and stayed above the level for the […]