REITS, Holding It Versus Buy Low Sell High

I always wonder if a holding a REIT is better or selling when the profit is  hit 3 years of dividend or more, that is profit is 3x the yield. The same question also pop up in InvestingNote, especially when prices has been going up all time high with current yield dropping below 5%. In this post, I will try to plot out and compare the difference in gain for Holding vs. Buy low sell high (BLSH)....

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Wai Kee Holding - a quick update for FY2018

Revenue of Build King jumped 50% for FY2018, hence the 55% gain in market cap (or share price). However more than 90% of revenue from Road king form the revenue of Wai Kee, hence this has little effect on Wai Kee. The sum of the parts valuation of Wai Kee has jumped 32% but the share price has since increase only 25%. There is still much upside to catch up.  ...

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Declining Rupiah Eating Into Lippo Karawaci Healthcare and How It Will Affect First Reit

Investors should know by now that the conglomerate Lippo Karawaci (Lippo) are facing cash flow issue, bring uncertainty to their Reits, hence their ability to pay rent to First Reit. Paying the rent in SGD made things worst as Rupiah deprecates against SGD.  Lippo mall price had crashed in terms of its yield affected by the falling Rupiah. First Reit's yield isn't affected but sentiment is...

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Live Streaming Business, YY Inc

I chanced upon YY Inc on the latest Edge Singapore issue this week (March 11). The name made me curious to make a search on the company and got my interest. Social media as we know it has been evolving, from profiling( Friendster) to Text wall (Facebook/Twitter) to Photos (Instagram) and Video (YouTube) to streaming social media platform (Twitch.Tv). A streaming social media platform has a much...

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