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ThaiBev Analysis: Value Starting to Emerge
To begin our analysis of ThaiBev (“THBEV”), we would have to go back to 2017, when THBEV made a blockbuster acquisition of a majority stake in SABECO, Vietnam’s national brewery. The massive...
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Summary of SATS Q1 FY22 Business Updates
SATS reported its Q1 FY22 Business Updates on Thursday, 22 July. SATS is a company that I’ve been following closely, and this article summarises my takeaways from the business updates provided. Key...
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Impact of P/NAV ratios on acquisitions and rights issues
Earlier this week, I was having a conversation where I was trying to explain how some REITs are able to consistently make acquisitions and grow their AUM, while other REITs are not. My view is that...
View ArticleSeeking FIRE - Route to Financial Freedom
Been months since I wrote a post here – I’ve started a full time role in the financial sector, which means that active investing has taken a back seat, as all my transactions have to be pre-cleared. I...
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Jan 2022 Portfolio Update
First off, wishing everyone a Happy Chinese New Year and a year of good health and wealth ahead.“Hubris” (a word I learnt watching “War Machine” on Netflix – a great movie by the way) is probably the...
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March 2022 Portfolio Update
Portfolio allocation as of Mar '21.SG Shares: DBS, SGX, ValuetronicsSG Reits: MCT, Lion-Phillip S-Reit ETFUS Growth: BABA, INMD, PINS, PYPL, SHOP, TDOC, TTD, UPSTCrypto: BTC, ETH, FTM, LINK, SOLNew...
View ArticleWhy I am against the Mapletree Commercial Trust Merger
Why I am against the Mapletree Commercial Trust mergerMake your vote countFirst off, it appears that many unitholders somehow hold the defeatist mentality that voting is futile (sounds familiar?),...
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June 2022 Portfolio Update
Summary of transactions for June 2022Continued to DCA into QUAL (avg. $121) and IQLT (avg. $33). Sold MCT as I was against the merger with MNACT. Proceeds from the sale remain in cash as I am slightly...
View ArticleWhat does FIRE mean to me?
The past few months has seen increased coverage of the Financial Independence, Retire Early (“FIRE”) movement in Singapore. This post pens down my thoughts on why I’m pursuing FIRE. The draft was...
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August 2022 Portfolio Update
Portfolio allocation as of Aug '22.SG Shares: DBS, SGX, ValuetronicsSG Reits: Syfe Reit+US Growth: BABA, INMD, PINS, PYPL, SHOP, TDOC, TTD, UPSTWell, how quickly things change in a month. In my last...
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September 2022 Portfolio Update and Further Thoughts on FIRE
Portfolio allocation as of Sep '22SG Shares: DBS, SGX, ValuetronicsSG Reits: Syfe Reit+US Growth: BABA, INMD, PYPL, SHOP, TDOC, UPSTLast month I began my post saying that “it was a good month to deploy...
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Why do I choose Dividend Investing
This post is in response to a comment I received, saying that "dividends don't matter, because your total return (capital appreciation + dividends) would be the same, if the company did not pay a...
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October 2022 Portfolio Update
Portfolio allocation as of Oct '22.SG Shares: CDG, DBS, SGX, ValuetronicsSG Reits: Syfe Reit+US Growth: BABA, INMD, PYPL, SHOP, TDOC, UPSTWhile reconciling last month's numbers with this month's, I...
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November 2022 Portfolio Update and 2022 Dividends
Portfolio allocation as of Nov '22.• SG Shares: CDG, DBS, SGX, Valuetronics• SG Reits: Syfe Reit+• US Growth: BABA, INMD, PYPL, SHOP, TDOC, UPSTNot much to update this month. Apart from adding a few...
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December 2022 Update and 2022 Review
A belated update for 2022 as I have been procrastinating, as usual. Wishing everyone a Happy Chinese New Year and may the Year of the Rabbit bring you good health, happiness and wealth. Wealth is...
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January 2023 Portfolio Update
Portfolio allocation as of Jan '23.• SG Shares: CDG, DBS, SGX, Valuetronics• SG Reits: Syfe Reit+• US Growth: BABA, INMD, PYPL, SHOP, TDOC, UPSTThe rally so far in 2023, coupled with additions to the...
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STI vs S&P500: Why I continue investing in Singapore
I want to begin by saying that there’s no “right” or “wrong” investment strategy – we are all investing based on our convictions, our beliefs, our risk appetites, how we perceive data and much more. I...
View ArticlePart 1: Using ChatGPT to help with projecting Financial Freedom numbers
This will be the first of a 4-part series which explains the different concepts covered in the Excel financial freedom template that I have created. I used ChatGPT to help with writing some of the...
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Part 2: Sequence of Returns Risk - A Crucial but Often Overlooked Factor
This is part 2 of the 4-part series on financial projections for achieving financial freedom. If you’ve not read the first part, I’ll suggest reading that post first and/or watch my YouTube video...
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February 2023 Portfolio Update and Thoughts on Finding Purpose
Feb 23 Portfolio UpdatePortfolio allocation as of Feb '23.• SG Shares: CDG, DBS, SGX, Valuetronics• SG Reits: Syfe Reit+• US Growth: BABA, INMD, PYPL, SHOP, TDOC, UPSTNot much to update this month – I...
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