Author: Investmoolah

While Sea Group has run up in share prices, my holdings in Elite Commerical fell. So its both happiness and sadness. I have sold both of these companies and bought Nanofilm & China Construction Bank. A partial divestment was done for my long held Y…

I am not vested in Manulife US REIT (MUST), but am following it because it reflects the state of the US Office market which affects my other 2 investments. Recently, MUST insiders have been buying up shares which is good news. However, a recent news of…

 Yangzijiang Financial Holdings (YZJFH) delivered a result which was within expectations. Summary Earnings per share of 5.5 centsDividends of 2.2 centsDone slightly more than 10% of share buyback since spin off Currently YZJFH trades at a share pr…

The full year results for the 3 US Office REITs are out. Downward valuations, as expected were reported with varying magnitudes. Below are their current financial health: CAPEX Shock To me what came as a surprise is the CAPEX needs of KORE’s prop…

Investing in the US Office space taught me a lesson. Its not about the US real estate cycle but the need to understand the CAPEX requirement of the REITs and the building age profile. For these US office REITs, capital expenditure has to be spent to en…