Fundamentals of Investing - Investment Opportunities and Recommendations for MS B

Running head: FUNDAMENTALS OF INVESTING
Fundamentals of Investing
Name of the Student:
Name of the University:
Authors Note:

FUNDAMENTALS OF INVESTING
1
Table of Contents
1. Detecting the opportunities that is been presented to MS. B:................................................2
2. Providing relevant recommendation to MS. B:......................................................................3
Reference:..................................................................................................................................6

FUNDAMENTALS OF INVESTING
2
1. Detecting the opportunities that is been presented to MS. B:
Real Property Type Location
Size (sq.
feet)
Asking Selling
Price ( psf )
Expected Monthly
Rentals
Residential
Condominium High End
Exclusive Orchard
Road vicinity 1,200 S$ 2,800 $ 7,000 to $9,500
Commercial
Office Grade A
Cecil
Street/Robinson
Road vicinity 1,200 S$ 2,800 $ 7,000 to $9,500
From the overall evaluation of the above figure the investment options presented to
MS B can be identified. The investment options help in identifying return, which could be
generated from investment and support financial obligations of MS B. Adequate demand for
property in Singapore has grown, which might allow investors to generate higher returns
from investment (Benton et al. 2017). Therefore, adequate portfolio could be created for MS
B for supporting her financial obligations and improve her return generation capacity.
Security
Last
Transact
ed
Avg.
Daily
Vol.
Traded
Mkt.
Cap. (in
$ billion)
52 Weeks
Price
Range
Price
Earnings
Ratio
(PER) E.P.S
Current
Dividen
d Yield
Net
Book
Value (
$ )
Gearing
Level (Debt
to Total
Assets)
Price ($ ) ( $ ) ( $ ) ( % )
Crystal World Ltd. (CWL) 12.8 20 mn 12.8 7.20 - 13.20 16 0.8 1.5 9.8 23%
Jade Inter- national Ltd. (JIL) 1.8 1 mn 0.85 1.50 – 4.50 9 0.2 3.5 2.15 65%
F-REIT 2.9 2.2 mm 1.8 1.20 – 3.20 n.a. n.a. 4.5 3.2 32%
P- REIT 1.5 22 mn 8.7 1.30 – 3.50 n.a. n.a. 6.75 1.3 43%
The investment scope is presented in above figure, which could be used by MS B for
improve her return generating capacity. The shares are mainly related to property and REIT,
where adequate closing price, dividends and other information are provided, which are used
in the portfolio creation phase. Dividends and share value growth are mainly used in
understanding the financial performance of stocks, which could help in creating an adequate
portfolio for investment (Finn 2017). Hence, stocks with high dividend yield can provide the
maximum amount of returns, which are used in creating the overall portfolio for MS B.