2 China Guangzhou Giant Property Stocks (H-Shares)

Posted on November 14, 2019 Written by

China Aoyuan (HKEX: 3883) is a giant property stock with strong business fundamental from Guangzhou, having properties in many China cities.

This reminds me of another China Guangzhou property giant stock, Yuexiu Property (HKEX: 0123), also strong in business fundamental. Main key difference is China Aoyuan is bullish in short term but Yuexiu Property is still catching up.

I plan to visit Guangzhou (广州) of China with family in coming Dec holiday period, leveraging on the low optimism Forex of RMB/SGD (1 SGD = 5.15 RMB, highest value of SGD over the past 8 years), tasting the nice Cantonese food (since Hong Kong is unstable), enjoying free & easy trip.

I will have chance to observe the changes in China (PA, Personal Analysis) since my last year Dec trip to Fujian of China. Guangzhou is also a good place to observe these 2 giant Guangzhou stocks, China Aoyuan and Yuexiu Property.

You could learn how to find global giant stocks (property, bank, F&B, healthcare, REIT, energy, etc) from Dr Tee. Register for FREE 4hr stock investment course: www.ein55.com

Dr Tee Investment Course (Stock, Property, Commodity, Forex, Bond)
Filed Under: Property Market, Stock Market Tagged:

Top 10 Singapore REITs for Passive Income and Capital Growth

Posted on November 4, 2019 Written by

There are total of 40 Singapore REITs, a popular investment option for retirement through passive income. By law, 90% of disposable income from Singapore REITs must be redistributed back to shareholders through dividends.  However, not all the Singapore REITs are profitable, an investor could lose money if choosing the wrong one, eg. pursuing the highest yield REIT.  REIT is an integrated investment between stock market and property market, knowledge of both markets are required to be successful.

In general, a good REIT should have strong fundamentals and DPU (Distribution per Unit) should grow over the time.  At the same time, we could also profit from good REITs through capital appreciation of share price and net asset value of properties.  A good REIT investor not only knows how to choose the REIT, but also masters the investment clock to buy / sell / hold the REIT.  Let’s learn together with the case study below on Capitaland Mall Trust.

Singapore REITs

Capitalmall Trust (SGX: C38U) is one of the Top 10 Singapore REITs, based on Optimism Strategy with consideration of FA (Fundamental Analysis), TA (Technical Analysis) and PA (Personal Analysis).  The DPU, dividends and operating cashflow are increasing over the years, current dividend yield is about 5%.  At the same time, an investor could have profited over 3 times in capital gains of share price ($0.75 to $2.50) from IPO till now (see chart below).

Singapore REITS Optimism Strategy - Capitalmall Trust

Ein55 Optimism of Capitamall Trust is 48% now, implying the upside is about the same as downside for its share price in long term perspective.  When Optimism is below 25% for Capitamall Trust (Level 1), Singapore REITs Index (Level 2), Straits Times Index (Level 3) and MSCI World Index (Level 4), it will be an ideal time to become REITs investor.  The dividend yield could be significantly increased if an investor could wait patiently for this REIT giant to fall down in share price during the next regional or global financial crisis.  After buying low, when the REITs have recovered again, an investor will have an option to sell high to take profit for capital gains or hold long term for passive income.

We should learn to find the Top 10 Singapore REITs with excellent business for our investment portfolio, buying at discounted price at low optimism, ahead of other potential big buyers who are also looking for these valuable assets.  Certain REITs stocks could be in crisis when the interest rates are higher and the property cooling measures last for another few more years.  Therefore, we should only consider giant REITs stocks with strong fundamentals, not just any stock with price discount, buy low and sell high or hold patiently for both capital appreciation and passive income.

The safest time to buy a stock is when everyone is afraid the sky will fall down while the business is still operating normally with consistent performance. This could be a rare opportunity to buy during a crisis, we should learn how to take this advantage to truly buy low sell high.

When Optimism Strategies are combined with Fundamental Analysis (value investing & growth investing), Technical Analysis (support / resistance / trends), and Personal Analysis (mind control of greed and fear), it is very powerful when one is able to take the right action (Buy, Hold, Sell, Wait or Short) at the right time aligning with own personality.

Fresh from Oven: Download the latest 3 FREE high-quality stock investment eBook by Dr Tee & Collin Seow on (1) “Winning Trading Strategies“, covering 2 proven methods in swing trading and position trading  & (2) “Global Market Outlook“, covering comprehensive investment topics: Stock, Property, Commodity, Forex, Bond and Political Economy & (3) “Dream Team Portfolio” with Top 10 global stocks for capital gains and passive incomes. Past readers have benefited 3 stock investment ebooks, learning Simple and Powerful strategies which deliver incredible results in stocks.

Are you worried or excited about the current global stock market, especially with the controversial US President, Donald Trump with US-China trade war?  Every crisis is an opportunity for investing. You will learn useful methods step by step from 3 valuable FREE stock investment eBooks by Dr Tee & Collin Seow which work in stock market. Take action now to surprise yourself!

3 Investment ebooks by Dr Tee & Collin Seow
Download 3 investment eBooks by Dr Tee & Collin Seow

Table of Contents (FREE Stock Investment eBook #1: Winning Trading Strategies)

  1. Swing Trading Strategy （短期波段交易策略）
  2. Position Trading Strategy （长线头寸交易策略）
  3. Bullish & Bearish Setups （牛市与熊市布局）
  4. Critical Candlestick Patterns （K线主要阴阳烛）
  5. SET Price Strategies (Stop Loss / Entry / Target) （SET 股价策略 – 止损/进场/平仓）
  6. Summary of Winning Trading Strategies （致胜投资策略总结）

Table of Contents (FREE Stock Investment eBook #2: Global Stock Market Outlook)

  1. Mass Market Sentiment Survey （大众市场情绪调查）
  2. Review of Global Stock Markets （环球股市回顾）
  3. US Market Outlook （美国市场展望）
  4. Regional Market Outlook (Europe, China, Hong Kong) （区域市场展望）
  5. Singapore Market Outlook (Stock & Property) （新加坡市场展望）
  6. Conclusions and Recommendations （总结及建议）

Table of Contents (FREE Stock Investment eBook #3: Top 10 Global Stocks – Dream Team Portfolio)

  1. Personalized Stock Investment Portfolio （个人化股票投资组合）
  2. Ein55 Global Top 10 Stocks （10大全球高潜能股票）
  3. Summary of Actions （投资方向总结）
Download 3 investment eBooks by Dr Tee & Collin Seow

The unique Optimism Strategy developed by Dr Tee provides a special advantage to know which investment (stock, forex, property, commodity, bond, etc.) to buy safely, when to buy, when to sell, including the option of long term holding.  So far over 30,000 attendees have benefited from Dr Tee high-quality free stock investment course to the public. Take action now to invest in your financial knowledge, starting your journey

Bonus #1 for Readers:  FREE Investment Course (including Singapore REITs) by Dr Tee

Dr Tee Stock Investment Course
Dr Tee Stock Investment Course



Bonus #2 for Readers:   Dr Tee Investment Forum with over 9000 members (Private Group)

(Please click “JOIN” with link above and wait for Admin approval of membership)

  • Market Outlook (stocks, properties, bonds, forex, commodities, macroeconomy, etc)
    市场展望 (股票、房地产、债券、外汇、商品、宏观经济等)
  • Optimism/ Fundamental / Technical / Personal Analyses
    （乐观指数 / 基本分析 / 技术分析 / 个人分析）
  • Investment risks & opportunities （投资风险及机遇）
  • Dr Tee graduates events and activities updates （Dr Tee学员活动最新消息）
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Filed Under: Market Cycle Investing, Property Market, Stock Market Tagged: ,

Selection Criteria of 5 Different Investment Markets (Stocks, Properties, Bonds, Commodities, Forex / Cash)

Posted on October 24, 2019 Written by

Stocks (eg. Dow Jones Index / individual stocks), Commodities (eg. Gold / Crude Oil), Bonds (eg. US treasury / corporate bonds), Properties (house / land), Forex / Cash, are 5 different investment markets, behaving in unique way with different market cycles, capital gains and probability of success. Investors need to choose or consider the right investment market as an overall investment portfolio, aligning with own unique personality. Let’s learn the main selection criteria:

1) In all investment markets over the past 100 years, Stock Market is proven to have the most upside potential over a long term (at the expense of more uncertainties in shorter term for traders) but requiring knowledge of choosing giant stocks (strong fundamental stocks), ideally buying at low optimism of stock market cycle (eg. during global financial crisis) and hold for long term or selling high at next high optimism of stock market cycle. Many investors fail due to selection of junk stocks with weak fundamental, holding for long term, resulting in tremendous losses (when company goes bankrupt eventually, share price would drop to $0). Strong fundamental giant stocks could grow in both business and share prices over 10 times or even 100 times over decades of long term investing.

2) Property Market by default is a giant (especially for country such as Singapore or Hong Kong with limited land and growing population and rising economy over the decades), main investment tool is leveraging (loan, which is similar to CFD in stock market) for higher return, best to integrate with low optimism of property market cycle (usually 3-6 months after the low optimism of stock market cycle), hedging against inflation (about 2-3% yearly) and collect rental income with capital gains. Property stocks or REITs are hybrid of property and stock markets, having the value of property and cyclic nature of stock prices.

3) Bond Market is lower return and “safer” but some could end up as junk bonds (eg. Hyflux and some oil & gas companies in crisis), business with high debt and negative operating cashflow or losses with high bond yield is a potential value trap as it may not be sustainable in long term. In the current market, short term corporate bonds are relatively safer (<12 months maturity) if the companies have strong fundamental, could be better than cash as parking fund to wait for next investment opportunity while enjoying higher return than bank interest for cash deposit in banks or government bond (eg. Singapore Saving Bond).

4) Commodity Market usually has longer market cycle (eg. about 20 years for crude oil, 30 years for gold), may not be suitable for long term investing as it could not generate passive income as stock (dividend) or property (rental) or bond (coupon) or even cash (interest). Commodities are mainly for trading to buy low sell high, knowledge of optimism in market cycle (short term or long term) will be important.

5) Cash is King when used at the right time. When other investment market optimism is high, investors may take profits, % cash or safe fund (eg. government bond) will be relatively higher as opportunity fund. Holding cash in different currencies require understanding of Forex. Saving cash in SGD has strength for holding (moderate appreciation against most global currencies) but more importantly, cash has to be converted into other investment opportunities above at certain point for higher return.

Learn from Dr Tee in Free 4hr investment courses to learn the investment clocks of Stocks, Properties, Commodities, Bonds and Forex / Cash: What to Buy, When to Buy / Sell. Register Here:

Dr Tee Investment Course (Stock, Property, Commodity, Forex, Bond)
Filed Under: Bond Market, Commodity Market, Forex, Property Market, Stock Market

Life Investment Lesson from Kampung Lorong Buangkok

Posted on April 1, 2019 Written by
Life Lesson Beyond Investment from Kampung Lorong Buangkok

Life is not just making money, busy with work or investment, there is a higher level meaning for life.

Today, I have decided to take a break before the busy 6-day Ein55 investment class in April, trekking for 4km along the coast-to-coast trail from Punggol, passing by Kampung Lorong Buangkok, the last kampung or village in Singapore. I visited here with family about 10 years ago when children were still small, deciding to visit there again. I notice some changes around the Kampung (new constructions) but the 26 houses in the Kampung are frozen by time, little changes in my memory, as if going back to kampung time when I was small.

I saw a group of young children with teachers (see photo), listened to sharing by Head of Kampung (co-owner of land), Madam Sng. For younger generation born in city forest, many may not understand what is kampung, the slow pace of living at low cost of living which is rarely found.

I have a chance to chit chat with Madam Sng for about 1 hour to understand the changes in Kampung so far. There are 26 household and 1 mosque in the kampung, some have been staying 3-4 generations there, only paying rental of about $5 to $10 per month (not a typo, if you compare with a few thousands per month of rental for 1 house outside the kampung in Singapore).

I knew about the story of Madam Sng family many years ago, her father bought the land in 1956, after passed away about 20 years ago, leaving the kampung to 4 children (the youngest child, Madam Sng still stays there to manage the kampung). No matter how much is the offer by property developers (last reported “valuation” in 2007 was $33 millions, now could be higher), Sng family refuses to sell, main reason is they want to preserve the spirit of kampung, a valuable heritage for family or even entire nation, something could not be exchanged with money.

The Sng family has kind hearts, helping many other poor families for the past 60 years. Some people may think they are fool for not selling the golden asset of land as sometimes we even see cases of some families in Singapore, children going to court to fight for houses left by parents. Heaven loves “fool” with kind heart (remember the story of Forrest Gump?), rewarding higher return through tremendous hidden capital gains of land prices in Singapore. Assuming a moderate return of 10% CAGR (compounding return) for land price in Singapore, over the past 60 years, it has gone up by 300 times in prices naturally. Even the passive incomes from rental is minimal (artificially suppressed 1000 times lower by the Sng family to help the 26 families in Kampung), Sng family is protected by the natural growth rate of land, which is a default giant for investment.

Some may be envy of the tremendous “investment return” of Sng family, do not know that money is considered secondary for them, generations of families links in the kampung with memory of their parents are more important. I am hoping the Kampung Lorong Buangkok could be there as long as possible (not giving way to future development in Singapore), this is an important life lesson for everyone that money is not everything but when one does the right thing, money would come naturally.

The story of Kampung Lorong Buangkok may not be repeated in future as it is almost impossible for an ordinary investors to buy a land at sky high price in Singapore, holding for generations to preserve the value. However, it is still possible to have similar success through stock investment, one could buy stocks with strong fundamental business or undervalue land, best at low market price if mastering the clock to buy during global financial crisis, then possible to hold for generations, long term return could be comparable with Kampung Lorong Buangkok.

You may learn how to do long term investing through stocks with low capital from Dr Tee free 4 hours investment course. A few examples of long term investing stocks with over 10 times potential in future share prices will be shared.

Remember, money is not almighty but one may not live without it outside Kampung Lorong Buangkok. We do not need to work so hard in active jobs to earn from fixed salary which may be uncertain, better to couple with smart investment through stocks to generate passive incomes and capital gains. We just need more than enough money for life, when financial-freedom is achieved, we can find back the genuine love for life, not for money.

Dr Tee Investment Course (Stock, Property, Commodity, Forex, Bond)



Filed Under: Personal Analysis, Property Market, Stock Market

5 Strategies in Property Stock Investing

Posted on July 11, 2018 Written by
Property Stock Investing
Property stocks are usually highly cyclic as it is subjected to political economy (eg. government cooling measures), project duration (TOP) and economy cycles (demand vs supply). At the same time, property market has gradual growth of about 2-4% over the decades, supporting the growth of property stocks. More importantly, passive incomes through dividend from property rental is a bonus.
 
There are 5 main strategies in Property Stock Investing or Trading:
1) Cyclic Investing (Buy Low Sell High)
– Suitable for cyclic property stocks, especially for penny stocks or small cap stocks which are more volatile. The capital gains could be tremendous.
 
2) Dividend Investing (Buy Low & Hold Long Term)
– Suitable for passive income through regular dividend payment, similar to landlord of a property, collecting monthly rental consistently despite the up and down in property price. The key is to buy low to maximize the dividend yield (for property stocks) or rental yield (for property).
 
3) Growth Investing (Buy Low & Hold Long Term)
– Suitable for growth property stocks, usually are blue chips with strong fundamentals to support the long term growth.
 
4) Momentum Trading (Buy High Sell Higher)
– Suitable for short term trading of property stocks during bullish economy but full compliance of exit strategy is required when uptrend has ended.
 
5) Undervalue Investing (Buy Cheap Sell expensive)
– Suitable for value investor who view property stocks as asset, buying at price much below the net asset value, selling when price is above valuation in future. Patience is required for this conservative strategy.
 
For all the 5 strategies in property stock investing to perform well, the common requirement is to buy only giant property stock which has strong fundamental.
 
If you are in Singapore, learn from Dr Tee through 4hr high quality stock and property investment course (free), register in www.ein55.com. First come first served till tickets are sold out).
 
If you are in overseas, learn through video course (75% discount is given, only $25 now) by Dr Tee.
Dr Tee Investment Course (Stock, Property, Commodity, Forex, Bond)
Filed Under: Property Market, Stock Market Tagged:

Recovery of Singapore Property Market

Posted on July 6, 2018 Written by

Singapore property market

Singapore property price has recovered steadily, current Optimism (1 Jul 2018) is 59%, comparing with last quarter results of 50% optimism on 1 Apr 2018. If the same strong rates of recovery continue, especially with speculation of property market without further cooling measures, Singapore property could exceed the critical 75% optimism (selling zone) in about 2-3 quarters, reaching 100% optimism peak in probably 1-2 years. By then, bubble will be back to Singapore property again, a potential high risk for investor who needs to hold for a few years due to property tax.

The past 7 rounds of cooling measures by Singapore government is only political economy, having limited correction on Singapore property market.  When the fear has subsided, greed will come back to buy high sell higher in property market.  Property developers have been rushing over the past 2 years to bid for higher land price for property development, implying the future property has to be sold even higher for developers to make profits.  However, when a true crisis comes, when many people lose the jobs, lose money in stocks due to falling down in prices, the fear could be back to property market again, the next correction could be significant.

In the next global financial crisis, both Singapore stock and property markets likely will drop to low optimism again, this will be great opportunity to buy & hold for long term investing, may not need to sell high in future as property is defensive in nature.

I was busy with teaching of Ein55 class last night, did not know that last night government has started the 8th round of cooling measure for Singapore property after I wrote this article. Government tries to slow down the growth of property market, implying property investment would be more suitable for longer term investing. There will be more opportunities in property stocks which trader and investor could still benefit from both the cyclic and growth natures of property market.

Learn from Dr Tee workshop to position in current property market, as well as property related stocks, profiting from the next global financial crisis. Register here: www.ein55.com

Dr Tee Investment Course (Stock, Property, Commodity, Forex, Bond)

Filed Under: Property Market Tagged:

What is Investment?

Posted on March 1, 2017 Written by

Ein55 Newsletter No 055 - image - Investment

Investment is to take calculated risk, using special edges (eg. Optimism + FA + TA + PA) to give unfair advantages in winning rate over time, aligning to own personality with independent thinking.

Investment is NOT to copy and paste the methods with stock tips, news and rumours, following herd mentality with hope strategy.

————————————

No one could know what will happen tomorrow. Guessing or hoping is not a reliable strategy for investment. Instead, we should know ourselves first, our unique personality which comprises of many aspects, eg. control of greed and fear, stress management, risk tolerance level, profit target, financial condition, holding power, resources available, etc.

Even if one only masters one weapon, it could give special edge, although it is limited. Eg:

Investor – using FA (Fundamental Analysis) weapon to find strong business
Trader – using TA (Technical Analysis) weapon to ride the trend of prices.

One should bridge between FA & TA:
FA + TA = FATA (发达)

Ideally, we could add 2 more weapons of Optimism + PA (Personal Analysis) to form a personalized strategy for any investment: stock, property, bond, commodity, forex, etc.

Filed Under: Market Optimism, Personal Analysis, Property Market, Stock Market, Technical Analysis Tagged:

Top 10 Property Stocks – Next Target for Acquisition

Posted on August 10, 2016 Written by

Ein55 Newsletter No 036 - image - Property Stocks

Singapore property market becomes bearish over the past 3 years after 7 rounds of cooling measures by government.  As a result, Singapore property stocks become more valuable with stagnant stock price and high property asset value.  There are many property counters in Singapore with share price below the net asset value (NAV), i.e. Price to Book ratio, PB < 1. These stronger property stocks become the potential target for merging and acquisition.  Potential buyers and investors learn to buy good assets at discounted price, therefore considering good Singapore property stocks during bearish property market now.

Sim Lian (SGX: S05) is one of the Top-10 property stocks in Singapore, based on Optimism Strategy with consideration of FA (Fundamental Analysis), TA (Technical Analysis) and PA (Personal Analysis).  There is no surprise when the Chairman and major shareholder, Mr Kuik, has decided to offer to acquire Sim Lian recently as he knows the true value of his own business.  Although the buyout offer of $1.08/share is the historical high price, if we analyse deeper, since the IPO in year 2000, both the share price and NAV have grown up more than 10 times with dividend yield of about 8% (based on last price before acquisition), this is only a fair price as the value has grown up as well over the years.  In fact, Sim Lian has been at low optimism (<25%) over the past 1 year before the acquisition news, the second best investing opportunity since the subprime crisis in years 2008 – 2009, when it was also at low optimism.  The offer price of buyout ($1.08/share) is near to NAV of the stock, the return compared to Day1 of stock price ($0.08/share) is over 1000% return in the last 16 years.

Ein55 Newsletter No 036 - image - Sim Lian

We should learn to find the top 10 property stocks in Singapore with high value, buying at discounted price at low optimism, ahead of other potential big buyers who are also looking for these valuable discounted assets.  Property stocks could be in crisis when the interest rates are higher and the property cooling measures last for another few more years.  Therefore, we should only consider giant property stocks with strong fundamentals, not just any stock with price discount, buy low and sell high or wait patiently for future acquisition.

 

Filed Under: Property Market, Stocks A-Z Tagged: , , ,

Fresh from Oven – Download eBook by Dr Tee: Global Market Outlook 2016

Posted on November 24, 2015 Written by

Ebook Cover 2016

I have just finished writing the eBook on Global Market Outlook 2016.  You may download from this link:
https://www.ein55.com/free-public-education-on-investment-programs-by-dr-tee/

Please feel free to forward the latest eBook 2016 to friends. You and your friends are also invited to attend the workshop on Market Outlook 2016, next 2 dates will be on Nov 26 and Dec 20. See below for details of registration.

====================================
Table of Contents
1.  Mass Market Sentiment Survey
2.  Review of 2015 Global Markets
3.  US Market Outlook
3.1  US Government Debt Limit
3.2  Tapering of QE3
3.3  Fed Interest Rate Hike
3.4  US Job Market
3.5  US Property Market
3.6  US Bond Market
3.7  US Dollar vs Commodity (Gold / Silver / Crude Oil)
4.  Regional Market Outlook
4.1  Europe Market
4.2  China Market
4.3  Hong Kong Market
5.  Singapore Market Outlook
5.1  Singapore Stock Market
5.2  Singapore Property Market
6.  Conclusions and Recommendations

 

Filed Under: Macroeconomy, Market Cycle Investing, Market Optimism, Market Outlook, Property Market Tagged: ,

eBook on Global Market Outlook 2015

Posted on November 14, 2014 Written by

It is fresh from the oven:   I have just finalized 35-pages eBook on Global Market Outlook 2015. You could download here:

– Existing Newsletter subscribers: Please refer to the download link sent by email on 14 Nov 2014

– Non-newsletter subscribers: Please sign up (click on eBook image of ein55.com) before download

Aligning with the introduction of new eBook, I have prepared 3 exciting free workshop and short course (total worth $1000) in Nov & Dec 2014 for the readers:

1) Global Stock Market Outlook 2015

2) Best Timing to Profit from Singapore Property Market and REITS Stocks

3) Market Optimism Strategy with Integrated Fundamental and Technical Analysis

 

Free seats are limited (first come first served), please register through:

https://www.ein55.com/free-public-education-on-investment-programs-by-dr-tee/

 

eBook Table of Contents (Global Market Outlook 2015)

1.  Mass Market Sentiment Survey

2.  Review of 2014 Global Markets

3.  US Economy and Market Outlook

3.1  US Government Debt Limit

3.2  Tapering of QE3

3.3  Fed Interest Rate Hike

3.4  US Job Market

3.5  US Property Market

3.6  US Bond Market

3.7  US Dollar, Inflation & Gold / Silver / Crude Oil

4.  Regional Economy and Market Outlook

4.1  Europe Market

4.2  China Market

4.3  Hong Kong Market

4.4  Japan Market

4.5  Southeast Asia Market

5.  Singapore Economy and Market Outlook

5.1  Singapore Stock Market

5.2  Singapore Property Market

6.  Stock Market Potential for 2015 and Beyond

7.  Conclusions and Recommendations

Acknowledgements

Appendix

 

Filed Under: Bond Market, Commodity Market, Forex, Fundamental Analysis, Macroeconomy, Market Cycle Investing, Market Optimism, Market Outlook, Personal Analysis, Property Market, Stock Market Tagged:
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