wah suddenly so many ppl in sg thread ..... goood goood keep sharing ....

Woohoo! AIMSAPI REIT
http://singaporeanstocksinvestor.blogspot....r+%28ASSI%29%29
+
http://singaporeanstocksinvestor.blogspot....eit-credit.html

And er.. come on baby, Saizen REIT... heheh.

Hehhe pardon moi exuberance
Just destroyed my direct SG REITs investment "virginity" recently only

This post has been edited by wongmunkeong: Apr 20 2012, 02:38 PM

congratz on ur holding ......

See 2 big sharks in this thread

Yeah.. CWHong and the rear view mirror, SKY!

I'm a minute rat only, persistence in gnawing down stuff slowly but surely, no big shark's teeth to wallop & swallow chunks of good stuff

ermm, did my comments/posts misunderstood/misleading? i'm just an idiot who dunone the hassle monitor shares only so invest a little nia .... not yet sharks lah ...... SKY i'm learning from u woh ..... keep update us ur target!! too humble lah WMK

Hm... eyeing Fortune Reit HK$ as some replacement to my SUNREIT + further moving $ into direct foreign REITs
Market Price (EOD 20/04/2012) / NAPS: 52.99%
Gross DY%: 6.49%
Gearing: 18.80%
Based on current price VS avg price movements, looks to be running up but so-so volume though VS 2009 & 2010 volume spikes though


Any opinions /history on this counter is greatly appreciated

Lippo also looks interesting as some replacement to my SUNREIT + further moving $ into direct foreign REITs..
argh.. so many hot looking kuci mamas, so little re$ource$...

This post has been edited by wongmunkeong: Apr 20 2012, 05:58 PM

extract from 4th qtr results ...... http://www.fortunereit.com/upload/f_result...ve%20income.pdf
good or no good?

definetly welcome means more revenue/profit/yields in the qtr coming

Belvedere Garden Property had an appraised value of HK$1,300 million as at 30 September 2011, with an estimated net property yield of 5.2%; while Provident Centre Property had an appraised value of HK$680 million as at 30 September 2011, with an estimated net property yield of 4.8%. source http://www.fortunereit.com/upload/press/46...20E%20FINAL.pdf

i'm thinking yields wise was not attractive at the moment ......

Danke danke.

Yeah - similar wavelength with U, Fortune looks good for its gearing (thus future opportunities) and "discount" (market price / NAPS IF no major accounting hanky-panky) but the DY% is er.. erm.. LIPPO looks yummier for that heheh.
I bad lar - always "look for trouble" in my targets before nibbling them

This post has been edited by wongmunkeong: Apr 20 2012, 06:55 PM

brilliant consumer/investor

http://www.investmentmoats.com/DividendScr...endScreener.php

Risk Taker lah since many quite unknown risks involved

Hehhe yeah, calculated risk taker gua - since no one can crunch or know all the risks + risks change as time runs on.
Sometimes i go through "paralysis through analysis", and sometimes "just having enough basic info and do it"

If the risks are unknown to u in the first place , how to calculate the expected risks

But u are our modern Marco Polo in REITS

This post has been edited by SKY 1809: Apr 21 2012, 09:43 PM

Heheh - risks, some known, some unknown lor. No one living knows ALL the variables involved gua.
Aiya, crazy meh totally unknown - that's like worse than buying a lottery ticket (known risk = $3 lost VS 1 in 9999999 win big.. er.. +/- one 9 )

Marco Polo?
Nah, more like Groo - the Wanderer (Wiki - Groo the Wanderer)

This post has been edited by wongmunkeong: Apr 21 2012, 10:01 PM

U can do ANYTHING U want

It is your plan, Mr. Groo

Eat well and sleep well.

This post has been edited by SKY 1809: Apr 22 2012, 10:00 AM

Aiya, of course different strokes for different folks mar.
However, i'm all ears, and i'm sure a lot of folks are also interested, if U can share your experience and thoughts on SG REITs and SG stocks, especially where to get financial ratios data easier

Sabana looks good as well!


Sabana REIT: 1Q 2012 DPU 2.26c.

Saturday, April 21, 2012

The REIT's yield accretive purchases of five properties last year has helped to push DPU to 2.26c for 1Q 2012. Annualised, this would give us a DPU of 9.04c. Based on the REIT's last closing price of 97.5 per unit, we are still looking at a distribution yield of more than 9%. 9.27% to be more exact.

With a NAV/unit of $1.04, the REIT is still trading at a discount to NAV even though its unit price has risen significantly in the last few months.

Gearing: 33.9%.

Interest cover ratio: 5.5x.

Occupancy: 96% to 98.4%.

WALE: 2.6 years

Weighted average remaining land lease: 39.9 years.

The REIT will go XD on 25 April and income will be distributed on 29 May.

http://singaporeanstocksinvestor.blogspot....0&max-results=6

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Added on April 25, 2012, 7:25 am

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AIMS AMP Capital Industrial REIT: 4Q FY2012.

Friday, April 20, 2012



AIMS AMP Capital Industrial REIT has declared a DPU of 2.7c for 4Q FY2012. Total DPU for FY2012 is, therefore, 10.45c. At the last session's closing price of $1.185 a unit, this means a distribution yield of about 8.82%. The REIT goes XD on 2 May and will distribute income on 19 June.

Gearing: 30% (which would drop to 28.8% upon completion of sale of 31 Admiralty Road). 25 properties revalued upwards and this probably helped to lower the REIT's gearing.

NAV/unit: $1.406.

Interest cover ratio: 6.2x

Occupancy: 99.2%.

Weighted average land lease expiry: 41.7 years.

Weighted average lease expiry (WALE): 2.62 years.

Average security deposits: 8.1 months.

The REIT also saw positive rental reversions of 10 to 15% in FY2012.

With 38.9% of leases expiring in 2013, the management has either commenced negotiations to extend the leases with tenants and sub-tenants or completed re-leasing for the affected properties. It is also good to know that 88.2% of Master Leases expiring in 2013 are supported by underlying sub-leases.

The REIT is offering a Distribution Reinvestment Plan this time. For unitholders who would like to own more units at current prices without having to pay any brokerage fees, this is probably a good thing.


"By the implementation of the Distribution Reinvestment Plan, the Manager is providing Unitholders with an option to receive Distributions, either in the form of Units or cash or a combination of both, declared on the Units held by Unitholders. It enables Unitholders to acquire additional Units without having to incur transaction or other related costs.


"AIMSAMPIREIT will also benefit from Unitholders’ participation in the Distribution Reinvestment Plan as, to the extent that Unitholders elect to receive distributions in the form of Units, the cash is retained by AIMSAMPIREIT to fund its continuing growth and expansion. The retention of cash and the issue of Units in lieu of cash under the Distribution Reinvestment Plan will also enlarge AIMSAMPREIT’s capital base, strengthen its working capital reserves and improve the liquidity of Units."

http://singaporeanstocksinvestor.blogspot....al-reit-4q.html

This post has been edited by prophetjul: Apr 25 2012, 07:41 AM

aim n sabana are the highest yield reit since 2010...i've been holding aim since 2010...with 9-10% p.a....is much more wiser to buy reit thn put in fd..haha!

Bought suntecreit.