IREIT Global (SGX:UD1U) 4Q18 Review

While 4Q18 results did not spring any major surprises, I noticed several salient points regarding IREIT Global (IREIT). Please refer to my initial piece here. Gearing continues its gradual slide on upward revaluation of assets. As per the quarterly presentation, IREIT’s...

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Banks Part II: Asset Quality

This is the second part of my series of the banking sector using the CAMELS framework. Please refer to my first part on capital adequacy here. In my previous article on capital adequacy, I briefly described how the losses incurred from bad loans can wipe out a bank’s...

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Banks Part I: Capital Adequacy

Banks typically feature in the average investor's portfolio as they are usually major components in the stock market index and are well-known brand names. Banks also make good dividend stocks in general, owing to their relative stability in dividend payments. However, they...

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Happy Chinese New Year!

Wishing my readers a prosperous year ahead! I will take a break from posting about financial matters and instead post some my favourite hong baos for this year, and from my collection over the years. Let's kick it off with UOB's geometric pig motif that is quite...

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REITs Part II: Interest Rates

This is the second part of my analyses of REITs. Refer to Part 1 here. The first part deals with the components of a dividend yield, where I mentioned that the risk-free rate sets the base for a REIT's dividend yield. In this post, I will focus on this component, as...

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