Dear 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 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 moreDear all, Among the numerous write-ups which I regularly sent to my clients; I have previously done a short write-up on Yoma Strategic Holdings Ltd on 23 Apr 2024. It…
read moreDear all It has been some time since I last wrote an article on market outlook. I have been extremely busy for the past three months where I have been…
read moreDear all With reference to my technical write-up on Boustead Singapore dated 23 Jun (click HERE), I pointed out that Boustead Singapore seems to be poised for a bullish breakout.…
read moreDear all CDL Hospitality Trust (CDREIT) has caught my attention after slumping from $1.19 on 31 Jul to close $1.03 on 31 Aug. After taking into account of $0.0251 dividend…
read moreDear all Recently, Genting Singapore, a supposedly recovery play, closed at a near eight-month low price. It caught my attention especially after Las Vegas Sands (LVS) reported results on 19…
read moreDear all, Based on my personal reading, since a couple of months ago, investor interest seems to be gradually rotating back into the reit sector. Several reits have caught my…
read moreDear 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…
read moreDear all With reference to my write-up on Comfort Delgro dated 9 Jun 2023 (click HERE) where I pointed out that I am comfortable to accumulate Comfort Delgro for a…
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