Retail play in China — which REIT to focus on?

As of Sep 2020, there are 4 REITs / Business Trust that focus on retail play in China. Dasin Retail Trust is highly focused in the Greater Bay Area, while the other three are spread out among Tiers 1 and 2 Chinese cities. REIT / Business Trust No. of properties Valuation(RMB $bil) Valuation(S$bil) CapitaLand RetailContinue reading “Retail play in China — which REIT to focus on?”

CPF Balances Update – One year of a Journey

One year on in my Full Retirement Sum journey for my CPF SA, I decided to look back and see how far I have came about. I could still remember the day I decided to take the plunge and transferred 30 grand from my CPF OA to SA. It was a one-way trip. The subsequentContinue reading “CPF Balances Update – One year of a Journey”

Differences between Scrip Dividend Scheme (SDS) and Dividend Reinvestment Plan (DRIP)

Most recently, I elaborated on understanding the Scrip Dividend Scheme better and shared my choices for the Dividend Reinvestment Plan — OCBC Bank (O39) and CapitaLand Retail China Trust (AU8U). I had erred on the later, it should be corrected as Scrip Dividend Scheme (SDS), and not Dividend Reinvestment Plan (DRIP). SDS and DRIP look the same,Continue reading “Differences between Scrip Dividend Scheme (SDS) and Dividend Reinvestment Plan (DRIP)”

Importance of understanding Level of Ownership – Subsidiary, Associate and Joint Venture

Following up from my previous thoughts on why we, as investors, should care about Shareholding statistics of your vested company (which is upstream), it is important also to know the level of ownership your vested company has in other companies (which is downstream). The main objective to investment in other companies is to derive positiveContinue reading “Importance of understanding Level of Ownership – Subsidiary, Associate and Joint Venture”

Shareholding statistics — why should you as an investor care?

As shareholders, we would have seen this section on “Shareholding statistics” or “Unitholding statistics” in the final pages of any company’s annual report. Generally it shows the number of shareholders, the breakdown of their size of shareholdings and sometimes additional information on location breakdown of shareholders, percentage of publicly / privately-held shares, number of treasuryContinue reading “Shareholding statistics — why should you as an investor care?”