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AIMS APAC REIT (SGX: O5RU): Potential pivot into data centres

AIMS APAC REIT (“AA REIT”) had a spectacular run up recently. Given the lack of price action over the last few years, this stock has been likened to be the equivalent of a “fixed deposit” stock. This might change in the near future, as the manager highlighted the possibility of converting selected assets into data … Continue reading AIMS APAC REIT (SGX: O5RU): Potential pivot into data centres

Keppel Infrastructure Trust (SGX: A7RU): Increasingly resilient essential services industry

Keppel Infrastructure Trust (KIT) is the largest infrastructure-focused Singapore business trust, deriving long-term predictable cash flows from a diversified portfolio of highly defensive and essential businesses and assets located in jurisdictions with well-developed legal frameworks that support infrastructure investment. The assets in key strategic areas, providing essential products and services to a wide array of … Continue reading Keppel Infrastructure Trust (SGX: A7RU): Increasingly resilient essential services industry

QAF Limited (SGX: Q01): Defensive bakery sector

QAF Limited (“QAF”) is a leading multi-industry food company with core businesses in Bakery, Primary Production, and Distribution and Warehousing. QAF have an extensive operations and distribution network in the Asia-Pacific region including Singapore, Malaysia, the Philippines, Australia, Myanmar, Thailand, Cambodia, Hong Kong, Taiwan, Macau and Brunei. The Group, together with their joint venture in … Continue reading QAF Limited (SGX: Q01): Defensive bakery sector

Ascendas Real Estate Investment Trust (SGX: A17U): Continuously strengthening their portfolio

Ascendas Real Estate Investment Trust (“AREIT”) is Singapore’s first and largest listed business space and industrial Real Estate Investment Trust (“REIT”) with a portfolio diversified across five major segments of the business space and industrial property market. As one of Singapore’s REIT pioneers, AREIT has played a crucial role in the development of the Singapore … Continue reading Ascendas Real Estate Investment Trust (SGX: A17U): Continuously strengthening their portfolio