UMS and AMAT. Are They Correlated?

I wanted to read through UMS Annual report (AR) but with 90% of revenue is from Applied Materials (AMAT), I should save myself the torture of reading 10 past years AR. Recently, AMAT gave the future guidance of their business to be perform poor.  Hey, not all business huat all the time. If not just buy a stock await for it to fly every year. Just as Warren Buffet say, guidance for every quarter...

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Accordia Golf Trust, Can The Weather Get Any Worst?

Accordia Golf Trust (AGT), I am reluctant to invest in it due to the uncertain business that depend heavily on the weather in the natural disaster borne Japan. And also that the DPU is dropping partly by the stated reason and deprecation of Japanese Yen. However the unit price has dropped a lot and warrant a look if it is cheap to own some. FY2017/2018 Result is So BAD FY2017/2018 is hit with...

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Valuetronics, A Gem in SGX

Valuetronics, a manufacturing company headquartered in Hong Kong with facilities in china. Valuetronics provides Electronics Manufacturing Services (EMS) in Original Equipment Manufacturing (OEM) and Original Design Manufacturing (ODM) services, from design to logistic and marketing. Valuetronics delivers total solutions that meet the needs of their diverse client base. NOTE:...

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Quick look at Raffles Medical Group

Base on this article, Raffles Medical Group (RMG) has 168 beds. RMG is to ramp up an addition of 200 beds in the extension wing, which effectively will more than double the revenue of hospital services. However the beds are coming in slowly, 50 beds during opening and another 50 in FY2019. This mean RMG's revenue will increase 56% over the next few years, excluding any effects from china...

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CapitaRetail China Trust

Singapore Retail Segment is facing headwinds from eCommerce, most malls now have cater to more F&B outlets. However China's retail segment has a better prospect as middle class grows and spend more.  Comparing from the past results against 1st Quarter results, the recent placement (an increase of 10% shares) has diluted the DPU. the current DPU is supported by the capital distribution...

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Hui Xian Reit

Hui Xian Reit (HXR) 30% owned by ARA Asset Management, is make up of malls, offices, service apartments and hotels. The segments' profits are shown on the pie chart below. Note:There is an estimate adjustment to mall and office in 2015 & 2016 from Chongqing Metropolitan Oriental Plaza The Mall's profits has been increasing steadily, the recent drop could be due to the AEI at the...

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