Lone wolf investor

  Continuing from Part 1..... (Jem, The biggest mall in Jurong East) Lendlease Global Reit   I added new positions in the current month and the end of last. I envisage the opportunities in the reit space. True to my promise, I have added Starhill Global Reit and Lendlease Global Commercial Reit to Lone Wolf Fund. Both reits are my first two purchases of any Reit after a 10 years break. If my memory doesn’t fail, the last reit I bought was Sph Reit or the renamed Paragon Reit. The China reopening is a big theme for this year. The Chinese tourist spend close to 54% of their travel budget on shopping. It will be a major boost to the struggling retail sector thus improving the bargaining power of retail landlords. The Chinese tourists are definitely in town. There are plenty of human traffic at Bugis BHG departmental store over the weekend. The yield on the 10 years Singapore bond is on a downtrend which may signal smart money moving towards risk free instrument in preparation of ...

(Johnny English starred Rowan Atkinson focusing on learning that most important Kung Fu kick to beat the bad guy in the movie, Johnny English Reborn) Lone Wolf Fund(LWF) Portfolio as at end of Jan 1.) Cash 2.) Bank of China(3988.HKG) 3.)  Boustead Projects(BP) 4.) Sarine Technology  5.) Lendlease Global Commercial Trust   *Stocks are not rank in accordance to capital invested .  *Just for sharing. Not an inducement to buy or sell . Commentary   Finding your niche I realised very early during my schooling years, I am not cut out to be an academically successful individual. Hours of hardwork and countless burning of midnight oil only resulted in score of C and D. One was put into greater misery when your classmate who proudly proclaimed he didn’t study, lamenting his own downfall, came in with straight As(silence muggers). You know who you are! 😬 I am sure everyone will have an image that person in your schooling years. In Singapore, to be fair to the book smart ...

(Living Pictures Exhibition@National Gallery Singapore till 20 Aug 2023) Market Summary 23-29 Jan 2023 🇺🇸 🇺🇸 🇺🇸 🇺🇸 🇺🇸  - US national debt edged closer to US$31.4 trillion statutory ceiling  + US GDP rose 2.9% annual rate in 4th qtr, higher than expected  - US leading indicators index falls for 10th straight mth, Conference Board Leading Economic Index slid 1% in Dec to 110.5 + US pending Dec home sales post first gain in 7 mths , Pending Home Sales Index rose 2.5% to 76.9  - US secured deal with Japan, Netherlands on China chip export limit: Bloomberg  + NASA to test nuclear fussion-powered spacecraft engine by 2027  + US House panel to vote next mth on possible TikTok ban  + Boeing to employ 10,000 new workers in 2023  + Yellen and Liu He met in Zurich + Goldman Sachs signals partial retreat from consumer banking by scrapping plans for checking account  + AMEX's revenue rose 17% YoY to record US$14.18bn in Q4 + Visa’s revenue in Q1...

  Result for SSBs Feb 2023 issue. SSBs is massively under subscribe for Feb issue. Only 472.3m out of 700m found buyer. All applications get full allocation. Maybe monies are flowing into SGS 12 months T-Bills. Please follow us on telegram for the latest update on Lone Wolf investor by clicking on the link below  https://t.me/joinchat/oCgkD3sQFRMzMWM1 Disclaimers   All investments is highly speculative in nature and involves substantial risk of loss. We encourage our reader to invest very carefully. We also encourage reader to get personal advice from your professional investment advisor and to make independent investigations before acting on information that we publish. Much of our information is derived directly from information published by companies or submitted to governmental agencies on which we believe are reliable but are without our independent verification. Therefore, we cannot assure you that the information is accurate or complete. We do not in any way whatso...

  I can’t help doing a quick post on Singapore Savings Bonds even though I am technically on “CNY Leave”. The yield and total issue size in term of dollar value is down from 900m to 700m. The yield on SSBs follow our SGS 10 years yield quite closely. Our 10 years bond yield had been trending down from a high of 3.6% just a few months ago to the current yield below 3% which ultimately affect the yield on current SSB. The average 10 years yield on SSBs is 2.97% with almost 7 years of flat yield characterising this month issue. Closing date for the current issue is on the 26th Jan 9pm.  Please follow us on telegram for the latest update on Lone Wolf investor by clicking on the link below  https://t.me/joinchat/oCgkD3sQFRMzMWM1 Disclaimers   All investments is highly speculative in nature and involves substantial risk of loss. We encourage our reader to invest very carefully. We also encourage reader to get personal advice from your professional investment advisor and to...

  Happy 2023. Lone Wolf is back again just barely 2 weeks from my last blog on Starhill Global Reit . I had just taken another small position in another commercial/shopping mall reit. Lendlease Global Commercial Trust had most of its assets tied to two major properties in 313 Somerset and JEM. They are owner of Sky Complex in Milan which they had a long term lease with Sky Italia,a subsidiary of Comcast. (313 Somerset) I have positive and negative views on the reit. I personally like the location of their malls. 313 Somerset, Jem and Parkway Parade and PLQ are good quality malls. I rate them as one of the best malls not under the control of Fraser Centrepoint Trust and CapitaLand Malls.  Below are some of the merits and negatives of Lendlease Global Commercial Trust 1.) I like the location of their malls with 313 Somerset positioning for upcoming revenge shopping by Chinese tourists and Jem with it steady tenants profile and huge catchment of population. There are close to 1.1...