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Frasers Logistics & Industrial Trust (FLT) & Frasers Commercial Trust (FCOT): Better Together OR Apart?

KK is the chief number cruncher at Risk N Returns where he talks to himself about Investing and Personal Finance. He likes a good investment idea as much as a great cup of bubble tea. Website: www.risknreturns.com Facebook: www.facebook.com/risknreturns Introduction 2019 has been a year marked by mergers and acquisitions (M&A) in the S-REIT space. … Read more

The Other Yellow Metal: Why Uranium Could Be The Trade of the Next Decade!

Since I started investing in 2014, I noticed that majority of investors’ money continues to flow towards certainty, at any price, and flees from the most cyclical and/or “unfashionable” stocks, despite the attractiveness of the companies’ valuation. Over the years, this has given me opportunities to invest in such overlooked companies for huge appreciation in … Read more

Why I Invest in China

I don’t know how observant you are but I have been observing increasing influence from China firms in Singapore. And it isn’t just Huawei phones. For one, my flat was built by China Construction (Rich Construction is her subsidiary). You would also see many tunnelling and MRT projects have more Chinese companies involved, vying for … Read more

PBF Energy (NYSE:PBF) – IMO2020 Starting to Take Hold!

In my previous writeups on potential long plays to capitalize on IMO2020, I focused on shipping companies. This is only a drop in the ocean as IMO2020 affects all things related to oil. You see – The refining industry is also on the brink of a major shift in the demand structure of bunker fuels. … Read more

Thai Beverage Public Company Limited: Dominant Regional F&B Conglomerate Poised to Benefit from ASEAN Growth

This is fourth in the series of our hunt for multi baggers. For the others in our series, please refer to these links: 1. Genting is Undervalued Short-Term Pain Long Term Gain 2. Why We Think Temasek’s S$7.35 Offer for Keppel is a Poor Price 3. Perennial Real Estate Holdings Limited is Undervalued With 400% … Read more