City Archives – Ernest Lim's Investing Blog

Jul 03, 2023
285 Comments

Lendlease Reit – Under-appreciated reit; yields >7% per annum! (3 Jul 23)

Lendlease Reit – Under-appreciated reit; yields >7% per annum! (3 Jul 23) https://ernest15percent.com/wp-content/uploads/2023/07/Fig-1_Lendlease-reit-ANR-28-Jun-23.png 1049 525 Ernest Lim's Investing Blog Ernest Lim's Investing Blog https://ernest15percent.com/wp-content/uploads/2023/07/Fig-1_Lendlease-reit-ANR-28-Jun-23.png Jul 03, 2023 Aug 25, 2025

Dear all Lendlease Reit (“Lendlease”) caught my attention as according to consensus, it offers a potential dividend yield of around 7.1% in each of FY23F and FY24F (financial year ends…

Nov 03, 2020
6 Comments

City Dev falls nine out of ten sessions; near Mar 2020 low amid oversold RSI (2 Nov 2020)

City Dev falls nine out of ten sessions; near Mar 2020 low amid oversold RSI (2 Nov 2020) https://ernest15percent.com/wp-content/uploads/2020/11/Analyst-2-Nov-20.gif 736 530 Ernest Lim's Investing Blog Ernest Lim's Investing Blog https://ernest15percent.com/wp-content/uploads/2020/11/Analyst-2-Nov-20.gif Nov 03, 2020 Aug 25, 2025

Dear all, Since 19 Oct 2020, City Dev has fallen nine out of ten sessions with a cumulative drop of 20%. City Dev closed at $6.20. Let’s take a look…

Nov 01, 2020
35 Comments

Singapore – Asia’s worst equity market YTD, any opportunities ahead? (29 Oct 20)

Singapore – Asia’s worst equity market YTD, any opportunities ahead? (29 Oct 20) https://ernest15percent.com/wp-content/uploads/2020/11/Table-1_Top-ten-stocks-sorted-by-total-potential-return-29-Oct-20.png 1184 367 Ernest Lim's Investing Blog Ernest Lim's Investing Blog https://ernest15percent.com/wp-content/uploads/2020/11/Table-1_Top-ten-stocks-sorted-by-total-potential-return-29-Oct-20.png Nov 01, 2020 Aug 25, 2025

Dear all It is less than a week from the U.S. election. U.S. markets are understandably jittery. S&P500 has fallen 316 points, or 8.9% from its intraday high of 3,550…

Aug 24, 2020
405 Comments

Starburst – building order books; bright outlook (24 Aug 2020)

Starburst – building order books; bright outlook (24 Aug 2020) https://ernest15percent.com/wp-content/uploads/2020/08/Starburst-chart-as-of-23-Aug-20.png 1474 729 Ernest Lim's Investing Blog Ernest Lim's Investing Blog https://ernest15percent.com/wp-content/uploads/2020/08/Starburst-chart-as-of-23-Aug-20.png Aug 24, 2020 Aug 25, 2025

In May 2019, I met Starburst’s Managing and Executive Director Mr Yap Tin Foo. Since Mar 2020, Starburst has been on a roll in winning contracts and I believe it…

Oct 28, 2019
333 Comments

Eagle Hospitality Trust falls to all time low price amid all time low RSI (28 Oct 19)

Eagle Hospitality Trust falls to all time low price amid all time low RSI (28 Oct 19) https://ernest15percent.com/wp-content/uploads/2019/10/Eagle-chart-25-Oct-2019.png 1474 681 Ernest Lim's Investing Blog Ernest Lim's Investing Blog https://ernest15percent.com/wp-content/uploads/2019/10/Eagle-chart-25-Oct-2019.png Oct 28, 2019 Aug 25, 2025

Dear all, S&P500 hit a near intra-day record high at 3,027 on 25 Oct 2019 (one-point shy of its intra-day record high 3,028 on 26 Jul 2019). However, such optimism…

Jun 15, 2016
2 Comments

Brexit – which are the companies most exposed to UK? (15 Jun 16)

Brexit – which are the companies most exposed to UK? (15 Jun 16) https://ernest15percent.com/wp-content/uploads/2016/06/Table-1_Companies-with-significant-exposure-to-UK-14-Jun-16.png 972 234 Ernest Lim's Investing Blog Ernest Lim's Investing Blog https://ernest15percent.com/wp-content/uploads/2016/06/Table-1_Companies-with-significant-exposure-to-UK-14-Jun-16.png Jun 15, 2016 Aug 25, 2025

Dear all At the time of writing this article, STI has tumbled 121 points, or 4.2% from an intraday high of 2,882 on 9 Jun 2016 to trade at 2,761…

City

Singapore – Asia’s worst equity market YTD, any opportunities ahead? (29 Oct 20)

Brexit – which are the companies most exposed to UK? (15 Jun 16)

Wong Teek Son

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Wong Teek Son

Teo Yi-Dar

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Teo Yi-Dar