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[News] ParkwayLife REIT - Q4 Results

on January 25, 2021

News PLife REIT

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[Company Review] ParkwayLife REIT

on January 17, 2021

Company Review PLife REIT

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[Company Review] NetLink NBN Trust

on January 08, 2021

Company Review NetLink NBN Trust

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[Portfolio] 2020 Q4 Overview

on December 31, 2020

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[Analysis] Investors' perception of Market Cap and Gearing Ratio

on December 30, 2020

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[News] First REIT - Long Anticipated Rights Issue

on December 28, 2020

First REIT News

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[Analysis] Investors' perception of ICR

on December 27, 2020

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[News] Frasers Centrepoint Trust - Anchorpoint Divestment

on December 27, 2020

FCT News

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InvestingNugget focuses on dividend investing for the most part, with three audiences in mind:

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[News] First REIT - Long Anticipated Rights Issue

First REIT just announced its intention to carry out a rights issue at an indicative issue price of $0.20 per new unit, aiming to raise proceeds of roughly $158.2 million through the process. The intention behind the fund raising is to use the fresh funds to settle debt issue. First, a timeline of First REITs recent history for those who are not acquainted. History 1) 2019 First REIT's sponsor and main tenant, Lippo Karawaci, raised a large amount of funds through her own rights issue , in hopes to stabilize her own financial standings. First REIT owners at that point welcomed it, thinking that the action would ensure that Lippo can continue to pay rent to First REIT. 2) Early June 2020 Lippo announced out of the blue that they planned to restructure the unsustainable rental agreement with First REIT. While this was not shocking, the fact that First REIT's manager was blindsided and not consulted on this before the public announcement, was. 3) Mid June 2020 In the unaudited 20

[Company Review] NetLink NBN Trust

In my first company review, I'll be covering NetLink NBN Trust (SGX:CJLU). For this and subsequent company reviews, I plan to break down the post into four segments: Overview , Business Model , Performance Trends , and finally Drivers & Risks . I'll wrap up the post with some personal parting thoughts as well. If you have any feedback regarding this, feel free to let me know, nothing's set in stone! Overview NetLink NBN Trust (NLT) focuses on passive fibre network infrastructure, with all operations in Singapore. Her expertise span across the entire spectrum of operation, from design to installation to operation . Listed in 2017, she has a relatively short history as a publicly traded counter, but what she lack in actual track record, is made up with a simple, regulated business model. Do note that NLT operates as a business trust, not a REIT . This is important as this exempts NLT from many of the regulations set by MAS, such as the 50% gearing ratio cap and the 90

[Portfolio] 2020 Q4 Overview

Happy new year everyone! Hope 2021 treats us all better :) Every quarter, I will be publicly sharing my current holdings, along with the rough percentage. On top of that, each counter will come with a relative "risk value" in terms of outlook. The idea is to be transparent, and let viewers know in advance if I have a vested interest in the companies that I write about. Even with this, I will still continue to have disclaimers for any of my posts that focus on a single company. 2020 Q4 Portfolio Changes New Positions: NetLink NBN Trust, ParkwayLife REIT Closed Positions: Keppel Infra Trust, Frasers Property Added: Frasers Centrepoint Trust, Mapletree Industrial Trust Reduced: DBS This quarter, I shifted my positions to focus on more favorable long-term trends, with the addition of NLT (Tech, IoT) and PLife (Healthcare), closing off KIT (Infrastructure) and FP (Property Dev). Added on to FCT to further ride on local recovery, and MINT to take advantage of the short-term price w

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