Keppel is one of Singapore’s well-known conglomerate. It started off as a ship repair company that was corporatized in late 1960s from the Port of Singapore Authority. It then ventured into the offshore rig-building business in the 70s, a business that contributed disproportionately to the group’s revenues and profitability today.

This is the final part of the 3-part post on what my current investment portfolio consists of, rationale behind the positions and outlook on those positions going forward.

  1. MSCI China Financials ETF
  • Entered into this position in Mar 2021, before all hell breaks loose in the Chinese markets in recent…

This is a continuation of my previous post on my investment portfolio.

1, SPDR S&P500 ETF

  • This one is a no-brainer really. It gives exposure to the US stock market, an important market to always be invested in, in my opinion. Furthermore, my entry point was in later parts of…

Recording my investment portfolio as it is now, together size, rationale and outlook.

  1. STI ETF
  • ETF of the Straits Times Index, which consists of the Top 30 stocks in Singapore stock exchange. Half of its market cap is derived from the 3 local banks while real estate stocks (developers, REITs)…

ST Engineering posts a 9% drop in revenue and a 9.7% drop in net profit for FY2020. Nevertheless, I would still recommend an overweight call on the stock.

ST Engineering business is broadly divided in 4 segments: Aerospace, Electronics, Land systems and Marine sector. The Aerospace sector is the largest…

Singapore Airlines is an iconic, world-famous airline. These days however, it is a shadow of its past, thanks in large part to the pandemic that has grounded international travel to a practical halt. How far can Singapore Airlines recover in a post-pandemic world and should we invest in their shares?

This one has been grabbing a lot of the headlines lately. Friends have asked me whether they should join the craze. I think Prof Roubini put it well in a recent interview that “ the Flintstones had better monetary system than Bitcoin.” …

ThaiBev sees itself as the leading beverage company in Southeast Asia. It has its roots in Thailand, growing to become the biggest beverage company there. It is also listed in Singapore since 2006. There are four business segments that make up the company: Spirits, Beers, Non-Alcoholic Beverages, and Food.

The…

CapitaLand Mall Trust (CMT) had acquired CapitaLand Commercial Trust (CCT) in late 2020 to form CapitaLand Integrated Commercial Trust (CICT). The former consists mainly of shopping malls properties in Singapore while the latter consists mainly of commercial (office) properties in Singapore. Given that the latest FY2020 financial statement of the…

Syazwan Sultan

My Digital Pensieve

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