Welcome Guest ( Log In | Register )

Bump Topic Add Reply RSS Feed
78 Pages « < 4 5 6 7 8 > » Bottom

Outline · [ Standard ] · Linear+

 Singapore REITS, S-REITS

views
     
elea88
post May 21 2014, 07:05 PM

Look at all my stars!!
*******
Senior Member
4,174 posts

Joined: Dec 2008
QUOTE(AVFAN @ May 15 2014, 01:06 PM)
dunno wat to buy... true! biggrin.gif

i wudn't want to buy those <6% yield now - suntec, capmall, capcom, starhill.

lippo and sabana are much less attractive now with adjusted lower yields and their risks, price may fall further.

just sold all my igb, seriously considering keppel and cdl...circa 6.5% yield..

i been watching last few days very closely, no chance to get just a bit cheaper...

then again, div season is just over, can wait a bit too...
the news is that us bond yields are still going lower, which means reit prices in major bourses may have a bit more to run up.
*
http://www.reitsweek.com/2014/05/keppel-re...tial-tower.html

CAN CONSIDER also Keppel.. 100% tenanted. But only left 4 buildings...
elea88
post May 21 2014, 07:22 PM

Look at all my stars!!
*******
Senior Member
4,174 posts

Joined: Dec 2008
QUOTE(AVFAN @ May 21 2014, 07:13 PM)
the reports are the same ones i got from my ib and posted partially on may 6 - industrial no good, go for office...

it said stay away from capitamall but it gone up 2 cents since!! biggrin.gif

keppel ... the only thing i dislike is the high gearing.

been trying to add a bit more of starhill last few days, no chance to get <82.

with rm relatively strong at the moment, may still be worth a shot...
*
ya, me too trying to add Starhill coz after Ex went down a bit...
and browsing for others... as the exchange rate is favourable now.

Might diversify to NON-REITS...
elea88
post May 22 2014, 11:14 AM

Look at all my stars!!
*******
Senior Member
4,174 posts

Joined: Dec 2008
QUOTE(AVFAN @ May 21 2014, 07:45 PM)
what r u looking at at this time?

i can surely take a look too!
*
either STARHUB 4.84% yield just went ex,
SINGTEL 4.36% or
M1...
all telco next div declared will be in Aug.
Actually to keep long term... coz brokerage high, cannot buy sell.
Strategy more to BUY KEEP.. haha

THAI BEV - already move up high.
with the turmoil in Thai tot will drop but no movement...
Looking at it few months.. but not yet went in.
as it inch up higher and higher...
Maybe will consider this.

This post has been edited by elea88: May 22 2014, 11:16 AM
elea88
post May 28 2014, 11:48 AM

Look at all my stars!!
*******
Senior Member
4,174 posts

Joined: Dec 2008
http://www.reitsweek.com/2014/05/mapletree...-2-million.html

Mapletree Logistics Trust to acquire Korean property for SGD31.2 million
elea88
post May 30 2014, 04:16 PM

Look at all my stars!!
*******
Senior Member
4,174 posts

Joined: Dec 2008
QUOTE(AVFAN @ May 30 2014, 04:15 PM)
this one looks quite good, while still at 6.5% yield.

biggies like suntec, capitamall and capitacomm have all gone <5% yield now.

probably an effect from us bond yields at 11 month low..
*
how about SAIZEN REIT? did u look into it? apartment reit JAPAN...
elea88
post Jun 2 2014, 05:15 PM

Look at all my stars!!
*******
Senior Member
4,174 posts

Joined: Dec 2008


http://www.ftse.com/tech_notices/2014/Q2/8...lls_Asia_SG.jsp

- Ascendas REIT to join the STI on Wednesday 4 June

On Wednesday 4 June, Ascendas REIT will join the Straits Times Index (STI). CapitaMalls Asia will be deleted from the STI following the acceptance levels for the cash offer of CapitaMalls Asia by Sound Investment Holdings reaching in excess of 85% and in accordance with the Index Ground Rules.
elea88
post Jun 3 2014, 09:05 AM

Look at all my stars!!
*******
Senior Member
4,174 posts

Joined: Dec 2008
i thinking of adding this to my portfolio....

http://s-reitinvestmentblog.blogspot.com/2...rial-trust.html

Analysis of Viva Industrial Trust
Current Price on 21st May 2014 = $0.785

•Current Yield = 8.77%
•Price-to-book Ratio = 1.034
•Assets per unit = $1.298
•Debt per unit = $0.538 (including current liabilities)
•Gearing = 41.5%


Viva Industrial Trust has also reported their results which shows favourable data althought it is still not good enough.

Current yield is at a high of 8.77% inclusive of rental support. With current occupancy at 76%, they are working very hard to get people in and increase its occupancy. My estimate is that once it goes above 90%, they won't need rental support anymore.

Price-to-book ratio is at a modest 1.034 which means that we are buying at a 3.4% premium. Not very fantastic considering that some are trading at a discount to NAV. Gearing is also at a high of 41.5
elea88
post Jun 3 2014, 11:34 AM

Look at all my stars!!
*******
Senior Member
4,174 posts

Joined: Dec 2008
QUOTE(AVFAN @ Jun 3 2014, 10:45 AM)
this one... the only great thing is the high yield, very high, in fact.
you might remember what happened to sabana which had a very high yield too previously.
there is an excess of biz/industrial space at the moment, not easy to get to full occupancy.
but the biggest risk is the high gearing of 40%.
price/book 1.034 not a big deal, imo.

for biz park-industrial, i think soilbuildbiz is a better choice overall at this time.
*
reit everyday also go up... so far not done for SOILBUILD or Starhill 0.82 or Lippo 0.40
or Viva...
elea88
post Jun 4 2014, 10:36 AM

Look at all my stars!!
*******
Senior Member
4,174 posts

Joined: Dec 2008
QUOTE(AVFAN @ Jun 3 2014, 01:09 PM)
quite true... and i think unlikely in the near future u can get at those prices.

in the last few weeks, i bot:

firstreit 1.14
soilbuildbiz 0.79
cdl 1.74
starhill 0.825

after div season, they became 1.18, 0.80, 1.75, 0.84.

i m quite convinced it will continue in a mild uptrend - due to foreign funds finding its way into the fav "emerging" markets since us bond yields are still low.
*
MY CDL done today for 1.74... hv joined the CDL reit club.. haha
elea88
post Jun 4 2014, 01:56 PM

Look at all my stars!!
*******
Senior Member
4,174 posts

Joined: Dec 2008
QUOTE(AVFAN @ Jun 4 2014, 11:04 AM)
good 4 u. remind me when next div is up!
btw, last round div are now getting paid. can buy a bit more soon. biggrin.gif
*
O.K and soilbuild done also today.. 0.79
elea88
post Jun 10 2014, 09:03 PM

Look at all my stars!!
*******
Senior Member
4,174 posts

Joined: Dec 2008
QUOTE(AVFAN @ Jun 4 2014, 05:58 PM)
good chance to buy today - us bond yields rising, usd strengthening.

but cost a bit more in rm....
*
Missed.. was out the whole day today...
elea88
post Jun 11 2014, 08:29 PM

Look at all my stars!!
*******
Senior Member
4,174 posts

Joined: Dec 2008
QUOTE(AVFAN @ Jun 11 2014, 09:48 AM)
i was out all day too yesterday. still good chance today.

using recent div in sgd, picked up a tiny bit of cdl at 1.71.

cdl pays div twce a year only, next one in aug 2014.

not hopeful i'll get icon, so will wait for refund, then maybe get some more cdl or soilbuild. wink.gif
*
My buying is.. 1st I hv to monitor exchange rate.. transfer money to my SG BK AC.
when the rate is low.
After that i just pick up shares whenever the price dipped.

today also out.. could not key in to buy. Maybe tomorrow.

My CDL is at 1.74.

i am eyeing STARHILL TO TOP UP maybe get some LIPPO MALL to average down as my LIPPO is 0.45.
elea88
post Jun 17 2014, 11:03 AM

Look at all my stars!!
*******
Senior Member
4,174 posts

Joined: Dec 2008
Today, Sg Reits .. most MERAH.... Shopping time.
elea88
post Jun 17 2014, 07:46 PM

Look at all my stars!!
*******
Senior Member
4,174 posts

Joined: Dec 2008
QUOTE(sushi7 @ Jun 17 2014, 07:42 PM)
Any good Sg Reit counter to recommend?
*
I can tell u what I have, then u hv to decide yrself.

1. AIM SAMP
2. CDL
3. suntec
4. starhill
5. Mapletree Ind Reit
6. lippomall
7. Soilbuild
elea88
post Jul 3 2014, 10:51 AM

Look at all my stars!!
*******
Senior Member
4,174 posts

Joined: Dec 2008
QUOTE(AVFAN @ Jun 17 2014, 08:01 PM)
thumbup.gif

i will only add capitamalltrust n capitacom trust for consideration.
*
whatcha buying lately? Next round div gonna be declared soon...
elea88
post Jul 3 2014, 11:14 AM

Look at all my stars!!
*******
Senior Member
4,174 posts

Joined: Dec 2008
QUOTE(AVFAN @ Jul 3 2014, 11:12 AM)
funds immobilized in bursa like bplant...

last div round, all was used to buy cdltrust.

next round div, will buy cdltrust again or soilbuildbiz.
*
i sangkut ICON & BPLANT...
but my SPORE ac got some funds, tot wanna utilize before the next div announcement, which will be sometime this month.
elea88
post Jul 16 2014, 11:23 AM

Look at all my stars!!
*******
Senior Member
4,174 posts

Joined: Dec 2008
QUOTE(AVFAN @ Jul 16 2014, 10:30 AM)
despite int'l reports not so optimistic about sgreits esp industrial, most have crept up again. 0.5, 1 cent every few days.

aimsampi, cdl, first, starhill all doing good.

only soilbuildbiz not moving.

likely strong div announcements coming very soon!

and rm weakening now after bnm rate hike official.
*
did up top up anything recently? Mine most not done, coz like u say, keep on going up...
elea88
post Jul 16 2014, 11:49 AM

Look at all my stars!!
*******
Senior Member
4,174 posts

Joined: Dec 2008
http://www.reitsweek.com/2014/07/first-rei...ase-in-dpu.html

First REIT announces 8.1% increase in DPU

thats why FIRST REIT price no come down....
elea88
post Jul 16 2014, 04:38 PM

Look at all my stars!!
*******
Senior Member
4,174 posts

Joined: Dec 2008
http://www.fool.sg/2014/07/16/this-investi...source=facebook

can consider NERA COMMUNICATIONS?
i think DIV COMING UP SOON.. THE 2nd half.
elea88
post Jul 18 2014, 12:14 PM

Look at all my stars!!
*******
Senior Member
4,174 posts

Joined: Dec 2008
QUOTE(alaskanbunny @ Jul 18 2014, 06:36 AM)
didnt know there's such a thread... i am heavy on s-reits ^^
*
welcome.. what counter u have?
« Next Oldest · Stock Exchange · Next Newest »
 

78 Pages « < 4 5 6 7 8 > » Top
Add ReplyOptions
 

Change to:
| Lo-Fi Version
 0.4007sec    0.53    7 queries    GZIP Disabled
Time is now: 5th December 2025 - 11:53 AM
All Rights Reserved © 2002- 2025 Vijandren Ramadass (~unite against racism~)
Removal Request
Powered by Invision Power Board © 2025  IPS, Inc.