but look at Saizen's CRAZY (discount) $/NAPS while it's DY% is so yummy, all within acceptable gearing.
Argh.. how i wish there are books like DynaQuest Stocks Performance Guide (http://www.dynaquest.com.my/spg.html) for SG stocks

Note: i'm in no way linked to the publisher - i just like the handy multi-years statistics like ROE, D/E, Shareholders' Equity, DY, DY%, etc.

BTW, got insurance mar for earthquakes

This post has been edited by wongmunkeong: Apr 14 2012, 01:03 AM

Domo arigato.
I've been looking at those hehe but i'm a typical neard, want to sink my Excel (not teeth ) on them multi-year stats

Been doing that for MREITs and it's been paying well, thus, since it worked, i wanted to try same methodology & approach to SREITs too.. and get some ForEx action on the side. Sigh.. i still remember RM1.05 = SGD1 and popping over to Woodlands to buy things "cheap".

JP's properties are freehold? er.. i did assume that but what's the impact to Saizen ar? Sorry ar - newbie alert! <points at self>

Heheh - sodeskah. Phew.. i thought.. oh oh.. Saizen buy = sepuku/hara kiri

Yeah, seeing as it is, most places aren't freehold like JP, like LippoMalls in Indonesia, why is it selling for such an attractive price? I mean, decent $/NAPS and decent DY% but crazily low gearing?
Can't find such weirdness and like Saizen $/NAPS 41%+/- only!) my "past REITs hunting area"
As in, all of them are comparable, within 20%+/- of each other's $/NAPS or DY% or Gearing but SGX's REITs.. whoa.., even taking into account Saizen's previous default and non payout issues.

LippoMalls - havent dug out kaka yet though, maybe i missed something

Suntec - U've bought and held yar? Any experiences/info to share/reason U bought?

hehe, one of my 4 initial targets. Waiting for bonus and/or a few months' savings to continue on shopping for SGREITs, not multi-millionaire mar

This post has been edited by wongmunkeong: Apr 14 2012, 01:29 AM

Domo arigato HTT-san for sharing your thoughts.
BTW, i thought Saizen re-paid all the "bounced" bonds in 2010/2011 and their bond ratings was also recently revalued upwards?
Sorry ar - picking your brains as i'm not that well-read in SGX REITs, hard to get statistical publications and Google reveals surface level info/data only
Wish i'm rich enough to subscribe to some historical ratios and financial KPIs + info.. argh..

Aiyo flying high SKY bro, i tak goreng lar. I do investments "by the numbers" and it's as exciting as watching grass grow (FROM UNDER a brick summore )
Anyhow, my entries are small, less than $10K, just at the optimum share value VS costs as a % of share value transacted, thus, sorry - can't move markets heheh.
U "see me too high eye" lar (literal Cantoknees transalation )

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

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

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

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

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"

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

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

Same here

Got this when i started several months back (Feb/Mar 2012).
Look at the "Foreign Currency" columns for each country for multi-currency a/c
Look at the "RM" columns for each country if not opting for multi-currency a/c
Note: I'm just a customer/user - not attached to HLeB. Please call to get the latest data yar (just in case of changes)


This post has been edited by wongmunkeong: Jul 4 2012, 04:31 PM

Huh? er.. my costs are just those as stated.
All there - specifically item (3) in the list?
English neh, not nihong-go wor

This post has been edited by wongmunkeong: Jul 4 2012, 09:03 PM

anoneh bro,
The list i attached already have that costed in - thus i found your Q very weird when it's ALREADY stated in the uploaded scanned list.
Sorry ar - blur on why such Q when already answered/listed http://forum.lowyat.net/topic/1186899/+1639
U did click on the JPEG to make it pop-up bigger.... right? See row (3.) in it? "3. Transaction Charges by Foreign Broker"?

---

Added on July 5, 2012, 8:26 amWell, to it's a good idea for cost purposes but, IMHO, as a holistic planning including estate planning (ie. die then how ar the a/c and $?), easier control and passing on to beneficiaries if brokerage in MY, since my Will is drawn in MY and executed in MY. I don't intend to have Wills in every country i invest in hehe - not THAT rich.
Perhaps not many people look that far, it's just "my personal reality"

This post has been edited by wongmunkeong: Jul 5 2012, 08:27 AM

Fellow forumers, any views on Yamada?
Price looks depressed + ROEs, ROAs and Gross Margins look good
My worries are:
a. "Newly" listed - 2010 i think
b. A China company listed in SGX