Comparison between 3 Telcos and M1 Earning Updates
M1 Earnings Update It is earnings season again and we have M1 leading the pack, releasing their first quarter earnings early last week. M1’s business is segregated into four segments, namely mobile services, fixed services, international call services, and handset sales; the first three are collectively known as Services revenue. Based on their first quarter results, we know that: Mobile Telecommunication Services dropped 3.5% Y-O-Y (S157.6 mil Vs $163.4 mil); Mobile customer base increased 5.4% Y-O-Y (1,941,000 to 2,046,000); Mobile data contributed 55.1% of service revenue; Average revenue per unit (ARPU) declined Y-O-Y in all segments; Net profit declined 14.6%...
Creating Your Portfolio of Dividend Yielding Stocks
"Albert Einstein once said that the power of compounding is the eighth wonder of the world”. While there are numerous methods to compound your wealth, one of the more popular ways to do so is through dividend investing. Dividends are distributions of company earnings to its shareholders and investors receiving those dividends will be able to relocate such funds to other dividend yielding equities, achieving the compounding effect. In my personal opinion, investors building a dividend portfolio should consider the following 3 factors: Stable earnings When investing in dividend yielding stocks, investors should focus on companies with long term consistent...
2 Reasons to Invest in Healthcare Stocks
Ever thought of healthcare as an investment? Healthcare stocks can form an integral part of one’s portfolio for its 1) resilient earnings; and 2) potential organic earnings growth due to healthcare cost inflation. In Singapore, there are 2 fundamental trends that define the upside of the healthcare industry. 1) Aging Population and Longer Life Expectancy During 2005, population in Singapore that are aged 65 and above was 270,000. That number has close to double to 440,000 in 2015 and is expected to reach 900,000 by 2030. With the advancement of medical technologies, life expectancy of Singapore citizens has also increased...
Comparison of Retail REITs and Croesus Retail Trust Q3 2017 Earnings
Croesus Retail Q3 2017 Earnings Update For this week, I will be posting an earnings update on Croesus Retail Trust (CRT), which announced their third quarter earnings. CRT is the first Asia Pacific retail business trust listed on SGX with an initial focus in Japan. Currently their portfolio of core assets are derived there but with a long term focus on pursuing development or acquisition opportunities in the Asia Pacific region. The latest developments on their earnings are: 3Q YTD Gross Revenue increased 35% from 6,906mil to 9,326mil (JPY) 3Q YTD Net Property Income increased 22% from 4,009mil to 4,892mil...
Sheng Siong 2Q17 Earning Updates
Consumer staples companies have always form a resilient part of one’s portfolio. Today, I will be giving an update on Sheng Siong latest earnings and insights which investors should be aware of when you are investing into this company. Based on the earnings reported last Thursday, Sheng Siong has: 1) Grown its 3Q Revenue by 6.8% YOY 2) Improved its Gross Profit Margin by 50 basis points 3) Grown its 3Q Net Profit by 6.1% YOY 4) Retail Area contracted by 1.8%, due to closing of "The Verge Mall" 5) Lower dividend to 1.55 cents, compared to 1.9 cents a...
Lithium Related Companies: The Next Big Thing?
Demand for Lithium surged in tandem with electric car productions. According to the International Energy Agency, the number of electric cars globally is predicted to soar from 2 million in 2016 to 70 million by 2025. Being one of the top Lithium producing nations, Chile has seen export volume increased exponentially in recent years to…Read More
The Best of Both Worlds: REIT + ETF = REIT ETF
What are REITs? Real Estates Investment Trusts (REITs) are funds that invest in a portfolio of income-generating real estate assets such as shopping malls, offices, industrial estates, hotels, etc. REITs can be classified according to the type of real estates they invest in and the geographic locations they are in: Retails REITs (eg. CapitaMall Trust,…Read More
Singapore Taxi Sector Outlook
Source: http://www.taxisingapore.com/taxi-booking/ It has been a few years since Grab and Uber entered the taxi scene, and it is no surprise that Singapore’s transport industry has been affected for the most part, at least when we are looking at taxi fares or how many options for private transport we have now such as ride sharing…Read More
4 Considerations before Buying Banking Stocks
Banking can be a risky business. This business is exposed to business cycles from various sectors. The oil price rout between June 2014 to January 2015 eventually forced our local banks to write off bad loans related to the distressed oil and gas sector. Stock prices of local banks tumbled more than 30% as a…Read More
4 ETFs You Can Invest Through CPF Investment Scheme
Many of you might already know that you can use your CPF monies to invest via the CPF Investment Scheme (CPFIS). According to the information provided by CPF Board, any CPF member who fulfils the following criteria is eligible to participate in CPFIS: at least 18 years old not an undischarged bankrupt have more than…Read MoreSee All