Business model of REITsThe fundamental operation of a REIT is that the manager undertakes loans and issues new equity to buy assets, lease the assets and collect rental from the assets. Total shareholder returnThere are two components of total return for REIT shareholders: (a) a rising Distribution Per Unit (DPU) and (b) a rising REIT…More
Monthly Archives: August 2023
🎥 Netflix: After Life
I was watching an interview with Daily Ketchup with Ng Kok Song, a candidate for the Singapore Presidential Election. He was talking about his last 19 months spent with his last wife; a segment worth watching and re-watching. The host mentioned the “After Life” series he was watching. Wow, what a discovery! It is certainly…More
⚠️ Can Beng Kuang Marine turn around and get out of SGX Watch list?
Nothing in this article is intended to be financial advice and should not be taken as such, please do your research before investing. ⚠️ This is considered a high-risk stock. Introduction The principal activities of Beng Kuang Marine Limited are the provision of corrosion prevention services relating to repairing ships, tankers and other ocean-going vessels…More
📚 What I learned about investing from Darwin by Pulak Prasad
About the author:Pulak Prasad is the founder of Nalanda Capital, a Singapore-based firm that invests in listed Indian equities and manages about $5 billion. He was with the global private equity firm Warburg Pincus for more than eight years where he was Managing Director and co-head of India. Before Warburg Pincus, Pulak spent 6 years…More