(The) Boring Investor
Trading shares may be exciting, but it's usually the boring stuffs that make money consistently.
Monday, 12 August 2019
Effects of New Accounting Rule on Leases
Did you notice that in recent quarters, companies have been reporting better EBITDA (Earnings before Interest, Tax, Depreciation & Amor...
Sunday, 28 July 2019
Does SIA's 3.03% Bond Have Sufficient Margin of Safety?
Following up from last week's blog post on Will Temasek Bail Out SIA Bondholders In Event of Default? , here is the analysis on SIA'...
Sunday, 21 July 2019
Will Temasek Bail Out SIA Bondholders In Event of Default?
As regular readers would know, I stopped blogging for a year. I did not just stopped blogging; I also stopped monitoring performance of my ...
Sunday, 7 July 2019
Are Private Equity Bonds Better Than Corporate Bonds?
When Astrea V 3.85% bond was launched, some investors remarked that it is better than some of the recently issued corporate bonds, such as ...
Sunday, 30 June 2019
A Shrinking Balance Sheet for Bonds in Mature PE Funds
In another few more days, the Class A-1 bonds of Astrea III, the first wholesale Private Equity (PE) bond listed in Singapore, will be rede...
Sunday, 23 June 2019
Where Do Astrea Bonds Stand Along PE Fund Lifecycle?
Now that the allocation for Astrea V 3.85% bonds is released, everyone can go back to their regular activities and forget about it. However...
Sunday, 16 June 2019
Astrea V 3.85% Bonds – Understanding What You Are Buying Into
It has been exactly a year since I last blogged. My last blog post was on Astrea IV 4.35% bonds. Coincidentally, Astrea's management, A...
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