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  • Calvin Yeo { Hi patricia, apologies for the delay as I have been busy working on the Dr Wealth project. Will definitely put it up soon! Thanks for following! } – Apr 21, 10:43 AM
  • Calvin Yeo { Hi Dave, Capitaland is getting a very good deal if this goes through as CMA value should be closer to 2.50 to 2.60. However, that being said the stock price ... } – Apr 21, 10:42 AM
  • patricia { hi calvin.. you havent written for a long while and especially your updated stock portfolio april ..would you like to? thanks.. } – Apr 20, 10:32 AM
  • Dave { Hi Calvin, May I ask, in terms of the recent news that Capitaland's offer to takeover Capitamalls Asia at $2.22 each. What is your opinion please? } – Apr 14, 9:43 PM
  • Calvin Yeo { Hi linktalk, I just bought the course materials from Financial Perspectives. Which I took the CFP, only FP was around so I am not sure about the other 2. If ... } – Apr 06, 11:47 PM
  • Calvin Yeo { Hi Vic, for Mapletree GCC, the forecasted yield should be about 7.4%, which is relatively attractive for a retail REIT. It is slightly higher than CapitaRetail China Trust which is ... } – Apr 06, 11:39 PM
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Investment Ideas In Relation to Property Cooling Measures

01.25.2013 · Posted in Dividend Stocks, Real Estate, Singapore

This is a follow up to the previous post Property Cooling Measures Jan 2013, which the government placed several new cooling measures. With every change in laws and rules, there comes opportunity to exploit the market, especially on poor sentiments. Immediately following the measures, there will often be a knee jerk reaction on the opening day. ...

My Singapore Stock Portfolio End December 2012

01.04.2013 · Posted in Dividend Stocks, Singapore

This is an update to my Singapore stock portfolio for End December 2012. For previous months, please see My Singapore Stock Portfolio Mid November 2012 My Singapore Stock Portfolio Early September 2012 My Singapore Stock Portfolio Mid July 2012   As REIT prices continue to increase due to increasing demand, the valuations become less and ...

Olam Raises Debt At a High Price Despite Saying They Do Not Need Near Term Financing

12.12.2012 · Posted in Dividend Stocks, Singapore

The recent announcement by Olam that they will be raising debt with warrants of US$1.25 bil is nothing short of shocking. This comes right after the CEO Sunny Verghese saying that they did not need to go back to bond markets for another 6 months or so. The fact that they suddenly turned around makes ...

Activist Shareholder Activity Within Macquarie International Infrastructure Fund

11.30.2012 · Posted in Dividend Stocks, Malaysia

I just found out the interesting news that there is activist shareholder activity within Macquarie International Infrastructure Fund (MIIF). Although I am not vested, these activities do interest me as they me remind of the days when I was in M&A IB advising on defenses against hostile takeovers.   Basically, what has happened is that ...

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