yessum

Bot Sabana at 0.94 av and AIMS at 1.07 av...............

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Added on April 16, 2012, 8:24 amMethinks for Saizen, the main impact was the Tsunami effects.

Wonder of insurance covers loss of income?

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Added on April 16, 2012, 8:31 amMethinks (correct me) that First should be the FD type of REITs.......healthcare stable in good or bad times?

This post has been edited by prophetjul: Apr 16 2012, 08:31 AM

Whats your defiinion of your FD term?

Mine is

a) Principal Capital value 'guarantee'. Cant guarantee with stocks.

b) Sustainable Yield by way of returns on a)

FD has reasonably NO risk to capital supplied.

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

Bought Cambridge

Lim-bo rock?

Looks like you got most of the telco companies there!

Why do you invest in First?

Just bought an agri stock last week
ChinaMinzhong......this stock is trading at P/E pf approx 3!

AAAhhhh AIMS is good like Sabana....but its very difficult to collect...i boughtAIMS at 106, 110,112...waiting
for correction but not easy

Ascendas and Maple's prospective div yield at 6.86% and 6,54% is too low for me at this time........

compared to sabana at 9.4% and AIMS at 9.2%

If you are long SGD, no worries. Methinks we will see SGD at Rm3 in my lifetime.

Some earnings from SREITs


Sabana REIT: 2Q 2012 DPU 2.27c.

Thursday, July 19, 2012


Sabana REIT has declared a DPU of 2.27c, just 0.01c higher than in the last quarter. Annualised, this gives us 9.08c. Buying units of the REIT at $1.00 a piece would give us a distribution yield of 9.08%. Sabana REIT is probably the only one in the S-REIT universe now that is offering a distribution yield in excess of 9%.

The REIT will go XD on 25 July and its income distribution is payable on 29 August.




AIMS AMP Capital Industrial REIT: 1Q FY2013 DPU 2.5c

DPU is 2.5c, 0.2c lower than in the last quarter.
The REIT will go XD on 31 July and income distribution is payable on 18 September. With unit price at $1.30 or so, we are looking at a distribution yield of 7.69%, annualising the 2.5c DPU for the quarter (representing 97.7% of its income available for distribution).

Thanks

What do you think of Chinaminzhong K2N?

I bought some at 56.5 cts low.............
It just broke out..........after coming down from highs of $1.15 in Feb