Blog Archives

Valumetrics Comments: Suntec REIT – Maybank Kim Eng 2016-01-13: Unjustified Valuations

We do agree with Maybank KimEng that Suntec REIT is not a good buy at this moment. Beside valuation issue, there are couple of items we want to highlight: Please take a look at the below comparison table with other

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Posted in Investment, REIT, Research, Singapore, Singapore Stocks, Stocks

Valumetrics Comments: Sheng Siong Group – RHB Invest 2016-01-13: Safe Is Good

Sheng Siong Group is a buy according to RHB’s analysis. One of the signs to see if a company is fair to its shareholders is to look at its management’s compensation. We don’t like what we see. Actually we like

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Posted in Investment, Research, Singapore, Singapore Stocks, Stocks

Valumetrics Comments: Almost A Third of Singapore’s 50 Biggest Stocks Represent Real Estate

This article released by SGX give us some information on the largest listed companies in SGX. We felt this is a good start for us to look for blue chips which pay out good dividends and is safe to hold

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Posted in Investment, Market, Research, Singapore, Singapore Stocks, Uncategorized

Valumetrics Comments: Singapore Post Ltd – CIMB Research 2016-01-11: Business as usual amid CEO’s resignation

CIMB recently published the below article explaining that its business as usual for Singpost amid CEO’s resignation and highlighted that at current price, Singpost is actually undervalued at current price of ~$1.53 versus  DCF-based target price of S$2.04 (7% WACC).

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Posted in Investment, Singapore, Singapore Stocks, Stocks

Valumetrics Comments: These are the five worst-performing STI stocks of 2015

There is an article that mentioned the worst performing STI stocks in 2015. Over here, we took a contrarian view on loser stocks. We like loser stocks as they are heavily discounted. So typically when we come across such news, we

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Posted in Investment, Market, Singapore, Singapore Stocks, Uncategorized

Valumetrics Comment:Singapore stocks are extremely cheap, but there’s a catch

When we see such headlines, we like it. Stock market is cheap. This provide good opportunities for serious investor to buy a stake in good companies or the whole market index at a discount. Indeed STI has not been doing

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Posted in Investment, Market, Singapore, Uncategorized

UOBKayhian Research 2015-01-05

Source: UOBKayhian MARKET NEWS: The FSSTI lost 1.6% to close at 2,835.97 as China stocks slumped on the first day of trading in 2016 after weak factory activity surveys soured hopes that the world’s second-largest economy will enter the new

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Posted in Investment, Market, Research, Singapore, Singapore Stocks, Uncategorized

UOBKayhian Research 2015-01-04

Source: UOBKayhian MARKET NEWS: The FSSTI lost 0.1% to close at 2,882.73. Activity in China’s manufacturing sector contracted for a fifth straight month in December, an official survey showed on Friday. Increased vacancy rates amid an oversupply of executive condominium

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Posted in Investment, Market, Research, Singapore, Singapore Stocks, Uncategorized

Valumetrics Comment: Rate Hike Impact on Singapore REITs

Singapore Business Review release an article on the impact of interest hike on Singapore REIT’s distribution capability. The figures presented indicates the drop in DPU to be in the range of 0.2% to 1% with US FED rate hike of

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Posted in Investment, REIT, Singapore, Singapore Stocks

Impact of Interest Rate Rise on REIT Payout Ability

As a follow up to our previous post on Keppel REIT, we are going to explore the impact on REIT payout ability with the impending rate hike by the US Federal Reserve this week. The world has been anticipating this

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Posted in Investment, REIT, Singapore, Singapore Stocks
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