Lone wolf investor

  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 made another REIT purchase in the short span of a week. Starhill Global REIT owns Ngee Ann City and Wisma Shopping Centre. Base on their recent results, they had an increase in dpu and the cost of financing drop 11 base points. I like the REIT for it Singapore focused assets with more than 70% assets invested locally. Debts are 83% fixed rated which makes financing and interest rates less of an issue. They have a gearing of 36.2% which is moderately lower than their peers. They do have some flexibility of divesting their strata offices in Wisma to bring down their gearing. The REITs is currently trading at 7.3% yield and 0.7x price to book. There is a drop off in our 10 years SGS yield recently. More detail in the month end portfolio update. God Bless. Please consider following us on telegram for the latest updat...

  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 small position in Prime US REIT to keep me interested in the company. Among the 3 US office REITs, Prime US REIT is the only REIT with an increased valuation in their latest results. There are pro and cons in Prime US REITs. Below are the few points. Pros *It is trading at a 75% discount to book value with book value at USD 0.55c per share. *The US government mandates federal employees to be back to office.  *With the tariff imposed, more companies will be on-shoring their operations in mainland USA. *Their property occupancy rate is at 80% which was an improvement from last year. *In their website, they proclaim to own grade A offices only. Most of the offices are relatively new with the exception to 171 17th street which is 22 years old. Cons  *Trump’s economic policies might affect employmen...

  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 back a small position in GRAB Holdings Ltd during pre-market to keep myself interested in the company. They are likely on the path of sustainable profitability going forward. More detail at the end of month portfolio update. Market is going through some volatility. Please stay safe. GRAB remains a test case for now. 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.  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 in...

  (Image credit: Linguosco.com) Market Summary 3-9 Mar 2025 *USA* ± US Nonfarm Payrolls added 151,000 in Feb vs Jan’s 125,000, lower than 160,000 expected  -US unemployment rate rose to 4.1% in Feb vs 4% in Jan  + US average hourly earnings for all employees on private nonfarm payrolls rose by 0.3% MoM to US$35.93 in Feb  -US wholesale inventories rose by 0.8% MoM to US$906.2bn in Jan  -Powell stated that there will be no rush in adjusting current monetary policy  -US posted record trade deficit of US$131.4bn in Jan, up from revised US$98.1bn shortfall in Jan -US imports surged 10% to all-time high of US$401.2bn in Jan, driven by anticipation upcoming tariffs, exports rose 1.2% to US$269.8bn   -US job cuts surged 245% to 172,017 in Feb amid DOGE’s layoffs, highest level since Jul 2020  + US initial jobless claim fell 21,000 from previous wk to 221,000, returning to historically low levels  + Nasdaq plans to offer 24-hr trading Mon through Fri...

(The restaurant was formerly located on Beach Road) Over the past 4 years, I have done many reviews on different types of eateries, but never a Teochew restaurant. In the last decade, many stand-alone Teochew restaurants have decided to call it a day for various reasons. Manpower, succession and profitability issues are those common problems faced by many restaurants. If you are looking for a place for dinner, that wouldn’t blow a hole in your pocket. This is one restaurant for your consideration. It is quite difficult to find a Teochew restaurant that is able to keep the food authentic and affordable. I mean really affordable. For those working near Raffles Place, this restaurant might be familiar to you. Chao Shan Cuisine has been in operation in its current location on Phillip Street for close to a decade. Previously they were located on Beach Road. Walking into the restaurant brings back a sense of nostalgia. The restaurant with its minimalist set up brings back my memories of what...

  The stock had broken the support level at 72c. I am maintaining market discipline by selling the shares. The company remains undervalued, but the price action speaks otherwise. Given our market hasn’t been doing badly, the weakness in Genting SP is perplexing. There were news about Genting Malaysia joining the bid for Thailand casino license. I find it strange, as this will be in direct competition with Genting Singapore which is also bidding for the Thailand license, potentially driving up the price of the bid. If Genting Malaysia win the bid, will it be a direct competition with Genting Singapore for the same pool of players? I don’t know. Disappointed, I maybe, but life goes on. Lone Wolf had a 6% loss on Genting Sp’s position. God bless. Thank you 🙏  (Source: asgam.com) 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 se...

  I have decide not to go further with my idea on my small position on Delfi Ltd. Lone Wolf doesn’t hold any shares in the company. I realised a 1% loss on this position. Capital will be redirected towards other companies. Thank you. 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.  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 reli...