Singapore Banks 3Q Results
I understand that banks have been a lacklustre of late given the whole COVID-19 Pandemic and how there has been huge provisions for loan impairments/dividend cuts amongst our 3 local…
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Research
29 posts
Thoughts on Singapore Banks’ Dividend Cut
Having written quite a number of times on Singapore Banks, I received numerous request from readers to share my thoughts on the recent move by MAS, calling upon Singapore Banks…
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Singapore Elections, Is Value Investing Dead
This article is a continuation from my previous article on ‘Is Value Investing Dead’, which can be read here. I wanted to share some evidence that further strengthens my view…
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A Note on Singapore Banks
During the start of the month, I shared my thoughts publicly on investing in the STI ETF vs Singapore Banks and made a case why it was better investing in…
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Investing in STI ETF or Singapore Banks?
Warren Buffett has been investing in stocks for more than 7 decades, picking value stocks and waiting for value to be unlocked or realised. Given the reputation, wealth and empire…
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Geopolitical Tensions: A Note On Hong Kong
I have received quite a number of emails from readers and thought that I should just share my thoughts on the matter in public, as I do believe this would…
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The World B.C. and A.C.: Before Corona and After Corona
I shared some of my thoughts on what a post-COVID world would look like here. However, what are some experts in the financial markets talking about this? This is a…
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What I Like About Mapletree Industrial Trust
I have written about my concerns on Singapore REITs and how Industrial REITs will be able to fare better in this COVID-19 crisis compared to retail/commercial ones. Readers interested in…
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Industrial REITs Riding This COVID Crisis Better
I have talked about a possible rights issuance for REITs in my last article here. However, with the recent new measures rolled out by the Ministry of Finance (MOF) and…
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In A Post-Covid World: Accelerating BigTech Companies
Many readers who have been following me for quite awhile would probably know me as someone who have always stuck to brick and mortar companies – banks, property developers, construction…
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