Lone wolf investor

(The Mandarin Gallery and The Hilton Hotel under OUE REIT management) In my recent blog, I mentioned the challenges and the opportunities to make Orchard Road great again. Some malls are sitting on their laurels, praying for a turn around soon, not so for OUE Mandarin Gallery. The mall is proactively refreshing their offerings to attract visitors with its own rejuvenation. The intentional and curated offerings are part of the mall’s strategy to draw the most discerning shoppers, a welcome sight for the ever-changing retail landscape in Orchard. Watch Palace A few months ago, I was invited by the owners of Watch Palace to attend their grand opening of their new Rolex and Tudor boutique at Mandarin Gallery. It is a new chapter for the authorised Rolex and Tudor watch retailer. They had been operating out of their former location at Lucky Plaza for close to 48 years. It is a generational moment for the company to be able to secure one of the most desirable locations in Orchard. Many con...

  The below article is for educational purpose only. Kindly refrain from taking any action. It shouldn’t constitute as an investment advice. Please read the disclaimer . I bought a position in the hospitality company after more than a year of exiting my position. The current price is cheaper than my previous entry price. The business prospects seem to be intact. The stock is trading at more than a 60% discount to asset value. At only 7x p/e with a global footprint and a strong brand name. The price seemed right for me to revisit the company. At the current price, the company is trading at PEG of only 0.5x. First half 2026 results show a 50% improvement in profit. More details at the end of the month update. God Bless. Please consider following us on telegram for the latest update on Lone Wolf investor by clicking on the link below. No form filling, no payment required, no collection of data, no data mining, no hard selling, no obligation.  Telegram Channel https://t.me/joincha...

  (Link to the 3Q business update  https://links.sgx.com/FileOpen/FarEastOrchard-Business_Performance_Update.ashx?App=Announcement&FileID=910505 ) The below article is for educational purpose only. Kindly refrain from taking any action. It shouldn’t constitute as an investment advice. Please read the disclaimer . I sold my trial position in Far East Orchard (FEOR) due to a rather downbeat q3 business update. They are likely to experience a fall in profit due to non existent of an extraordinary gains made last year. The amortisation of HFS acquisition, higher taxes, a fall in occupancy rates in some of their PBSA and refurbishment of hotels in Australia weigh on the results. They expect the situation to continue till the end of the year. I will relooked at the company after their final year results. There is a 2% draw down due to the general market correction. God bless. 🙏 Please consider following us on telegram for the latest update on Lone Wolf investor by clicking on t...

  The below article is for educational purpose only. Kindly refrain from taking any action. It shouldn’t constitute as an investment advice. Please read the disclaimer . I posted last week about S&P 500 going through a positive return on a one-year rolling period after the mid-term election. I am buying an index ETF to put the theory to the test. I have considered all the index ETFs available that track the index. The SGX listed S&P ETF under ticker XUS is the most tax efficient given it is domiciled in Ireland. The ETF is traded in SGD. It makes light work without the conversion headache, but the ETF is not USD hedged. It is still subject to currency fluctuations. The ETF can be hot housed in CDP account. The ETF comes with a 15% withholding tax compared to other similar ETF which are taxed at 30%. What it means, dividend will be reinvested at a higher rates thus increasing the nav of the index at a rate faster than normal index etf domiciled in the US.  A refresher o...