You couldn’t miss Mano at an AGM. He was always one of the first shareholders to…
Author: Robert Thomson
Could not Resist the Temptation – Added DBS and AEM
The market experienced a bloody Monday. It could be triggered by any of these reasons: mounting…
OCBC and UOB: Positive Earnings and Future Prospects
Following the recent release of quarterly results by the five REITs I owned, two of the…
A REIT-silient Quarter for my Famous 5 S-REITs Part II: MPACT and PLife
In my previous post, I shared my take on the latest earnings by Frasers Centrepoint Trust (SGX:…
Added More The Trade Desk and Veeva Systems
NASDAQ dropped by about 8% over the past fortnight. While such declines are not uncommon in…
A REIT-silient Quarter for my Famous 5 S-REITs Part I: FCT, MINT, and MLT
Reporting season for my Singapore counters is officially underway! I kicked off the season with my…
iFAST is On A Roll – Record Quarterly Results!
iFAST Corporation Limited (SGX: AIY) just announced its 2Q 2024 earnings, which turned out better than my expectation.…
Beyond Singapore Banks and S-REITs: 2 Unlikely Dividend Gems in Singapore (on The Smart Investor)
In my earlier article “Banks vs REITs: Which is a Better Investment Now?”, I argued that both…
Partially Divested CrowdStrike and Initiated a Position in SentinelOne
CrowdStrike‘s (Nasdaq: CRWD) price plunged more than 10% on Friday following the global outage it caused.…
My Takeaways from Mapletree Industrial Trust AGM 2024
Following Wednesday’s farewell to Mapletree Logistics Trust (SGX: M44U) CEO Ng Kiat, Mapletree Industrial Trust (SGX:…
5 New Things that I Learnt about Mapletree Logistics Trust from AGM 2024
This was my second time attending Mapletree Logistics Trust‘s (SGX: M44U), or MLT, AGM. Attendance was…
Sold 8% of SG Portfolio to Fund 2027 Expenses
This is a follow-up on the previous post on SG portfolio. Over the past two days,…