Welcome Guest ( Log In | Register )

689 Pages « < 53 54 55 56 57 > » Bottom

Outline · [ Standard ] · Linear+

 Singapore REITS, S-REITS

views
     
wjchay
post Mar 26 2015, 11:48 AM

On my way
****
Senior Member
645 posts

Joined: Apr 2007


Hi guys,

I am looking for charts that shows historical P/E or historical P/NAV over 1-5 years. I am using CIMB itrade. Can someone let me know how to go about doing this, or point me to the right direction? Otherwise, can I do this in yahoo or bloomberg?

Thanks.

AVFAN
post Mar 26 2015, 12:41 PM

20k VIP Club
*********
All Stars
24,453 posts

Joined: Nov 2010
QUOTE(wjchay @ Mar 26 2015, 11:48 AM)
Hi guys,

I am looking for charts that shows historical P/E or historical P/NAV over 1-5 years. I am using CIMB itrade. Can someone let me know how to go about doing this, or point me to the right direction? Otherwise, can I do this in yahoo or bloomberg?

Thanks.
*
i doubt u can find such detailed data in itrade.

try this site, there should be more sgx data than anywhere else:
http://www.sgx.com/wps/portal/sgxweb/home/...orporate_action
AVFAN
post Mar 27 2015, 10:58 AM

20k VIP Club
*********
All Stars
24,453 posts

Joined: Nov 2010
div season approaching, can detect movements...

first reit inching up again, announcement on 14 apr.
AVFAN
post Apr 2 2015, 02:17 PM

20k VIP Club
*********
All Stars
24,453 posts

Joined: Nov 2010
QUOTE(elea88 @ Mar 9 2015, 03:14 PM)
I GOT FIRSTREIT 1.33...
*
fret... 1.41, all time high...

u must be happy... so am i! thumbup.gif

several ib's been telling sell-sell capitamall last few weeks, but it's been going up. yield approaching 5.0%.

think all driven by expected better dpu annoucements later this month.

rm/sgd = 2.7035/2.6905.

This post has been edited by AVFAN: Apr 2 2015, 02:24 PM
elea88
post Apr 8 2015, 02:58 PM

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

Joined: Dec 2008


div all in.. what 2 buy?
so Quiet???
AVFAN
post Apr 8 2015, 04:25 PM

20k VIP Club
*********
All Stars
24,453 posts

Joined: Nov 2010
QUOTE(elea88 @ Apr 8 2015, 02:58 PM)
div all in.. what 2 buy?
so Quiet???
*
div in? all yet to declare, coming next 2-3 weeks, right?

i m actually thinking of selling a couple, then wait n see...

capitamalltrust is on top of the list, yield 5%, time to let go.

will decide once div announcement is out.

Vector88
post Apr 9 2015, 10:47 AM

Enthusiast
*****
Senior Member
817 posts

Joined: Aug 2012
QUOTE(AVFAN @ Apr 8 2015, 04:25 PM)
div in? all yet to declare, coming next 2-3 weeks, right?

i m actually thinking of selling a couple, then wait n see...

capitamalltrust is on top of the list, yield 5%, time to let go.

will decide once div announcement is out.
*
I think he was referring to the last q dividen... for mine, last one, croesus retail, came in few days ago...

I sold my CMT, yield is too low, growth is capped...imho..
AVFAN
post Apr 9 2015, 11:15 AM

20k VIP Club
*********
All Stars
24,453 posts

Joined: Nov 2010
QUOTE(Vector88 @ Apr 9 2015, 10:47 AM)
I think he was referring to the last q dividen... for mine, last one, croesus retail, came in few days ago...

I sold my CMT, yield is too low, growth is capped...imho..
*
ya, u r rite.

most major retail reits have gone low yield, so will have to sell some.

the highest yields ones are mainly industrial which i hv enough.

so, after selling, so hard to buy something else! hence the feet dragging... laugh.gif
elea88
post Apr 10 2015, 04:48 PM

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

Joined: Dec 2008


QUOTE(AVFAN @ Apr 9 2015, 11:15 AM)
ya, u r rite.

most major retail reits have gone low yield, so will have to sell some.

the highest yields ones are mainly industrial which i hv enough.

so, after selling, so hard to buy something else! hence the feet dragging... laugh.gif
*
First Reit now 1.43.. crossed the 1.40 line.

So, now money put where leh?
AVFAN
post Apr 10 2015, 06:07 PM

20k VIP Club
*********
All Stars
24,453 posts

Joined: Nov 2010
QUOTE(elea88 @ Apr 10 2015, 04:48 PM)
First Reit now 1.43.. crossed the 1.40 line.

So, now money put where leh?
*
problem, yes...? biggrin.gif

starhill was a good choice but yield now not much more than fret.

for me... not in the mood to take too much risk... so, if liquidity is good, yield based on acquisition price is good, can hold...

hold until any one gets to <5.0% current yield, then sell! laugh.gif

sgd still holding very well against major currencies n rm.
AVFAN
post Apr 14 2015, 09:56 AM

20k VIP Club
*********
All Stars
24,453 posts

Joined: Nov 2010
in the news...

QUOTE
Singapore dollar jumps after c.bank unexpectedly keeps policy unchanged
By Reuters / Reuters  | April 14, 2015 : 10:47 AM MYT 
Share on facebookShare on twitter
Printer-friendly versionSend by emailPDF version
SINGAPORE (Apr 14): The Singapore dollar jumped on Tuesday, leading gains in emerging Asian currencies, after the central bank kept its monetary policy unchanged and said that growth was evolving in line with expectations and inflation could pick up.

The Monetary Authority of Singapore (MAS) said it would maintain a modest and gradual appreciation of the Singapore dollar's nominal effective exchange rate (NEER), defying expectations it might loosen policy.

The Singapore dollar strengthened to 1.3597 per U.S. dollar after the central bank's move spurred investors to cut bearish bets on the currency. Before that, the Singapore dollar weakened to 1.3746, compared with its previous close of 1.3714.

"The statement is a bit hawkish in my view. The MAS is still worried about future incipient medium inflationary pressures and growth outlook is not so dire," said Saktiandi Supaat, head of FX research for Maybank in Singapore.

"We expect SGD to appreciate vs USD in the short term, supported by unwinding of some of the long USD positions but should return to weakness eventually later as dollar strength remains."
http://www.theedgemarkets.com/my/article/s...olicy-unchanged


Room for Singapore Exchange shares to head higher?
By Nicholas Teo / CMC Markets   | April 14, 2015 : 9:03 AM MYT  
Share on facebookShare on twitter
Printer-friendly versionSend by emailPDF version
SINGAPORE (April 14): There has been speculation in certain quarters of the markets that a ‘Singapore-China’ stock connect may be in the pipeline.

This has brought attention to SGX’s share price which has firmed by as much as 4% on increased volume over the past three sessions.

While this may be pure conjecture by the markets at this stage, the prospect of allowing an easier flow and passage for trading in securities, connecting the Chinese stock markets to the Singapore Exchange - as a South East Asian representative – makes compelling reading.

The question remains as to whether local authorities could pull this off.

Adding weight to this theory, perhaps, is the recent relocation of Mr Lawrence Wong, Head of Listings and China business of SGX, to China.

SGX is trading at a TTM PE of 28X versus HKEX at 50X, LSE at 46X and the ASX at 20.5X.

The SGX chart looks interesting here, as the 2015 high of $8.30 was broken yesterday.

Should this ‘break’ hold, we may see a fast move towards the $8.70 level, followed by the possibility of a test on $9.

Conversely, if this resistance proves too much to breech, we may see the stock ease back to the $7.90 support.

Further, SGX is due to report quarterly numbers on the 22nd of this month. We may see those numbers reflect the increase in market volumes that we have had in the first calendar quarter this year.

By way of a relative comparison, HKEX is having a super run with the stock up almost 50% in the last eight sessions, as trading volumes on the south-bound traffic exploded after Chinese traders returned from their Easter Holidays last week.
http://www.theedgemarkets.com/sg/article/r...res-head-higher


This post has been edited by AVFAN: Apr 14 2015, 10:52 AM
elea88
post Apr 14 2015, 01:38 PM

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

Joined: Dec 2008


QUOTE(AVFAN @ Apr 14 2015, 09:56 AM)
in the news...
*
wah.. now 2.72 liao...

I just bought in last week 2.68, 2.70 and i was thinking expensive!!!!

Now how? Continue ride on uptrend or WAI?
AVFAN
post Apr 14 2015, 01:45 PM

20k VIP Club
*********
All Stars
24,453 posts

Joined: Nov 2010
QUOTE(elea88 @ Apr 14 2015, 01:38 PM)
wah.. now 2.72 liao...

I just bought in last week 2.68, 2.70 and i was thinking expensive!!!!

Now how? Continue ride on uptrend or WAI?
*
maybe buy at next dip...

can't buy more reits, yields not that good anymore.

will look at some stocks... incl sgxl.... riding high today due to speculation on the china bourses-sgx link which is probably not a matter of if but when.

meanwhile, watch may 7 if bnm will change rates...



oh... can u reconfirm that all sgx dividends r treated same way like reits, i.e. "no tax"?

This post has been edited by AVFAN: Apr 14 2015, 01:48 PM
elea88
post Apr 14 2015, 02:12 PM

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

Joined: Dec 2008


QUOTE(AVFAN @ Apr 14 2015, 01:45 PM)
maybe buy at next dip...

can't buy more reits, yields not that good anymore.

will look at some stocks... incl sgxl.... riding high today due to speculation on the china bourses-sgx link which is probably not a matter of if but when.

meanwhile, watch may 7 if bnm will change rates...
oh... can u reconfirm that all sgx dividends r treated same way like reits, i.e. "no tax"?
*
i hv no idea. My div all go into my ac in SG.

My non reits counter are:

UMS
King Wan
Lee metal
M1
Sheng Siong
Neratel
and few others cannot remember.

All making good capital appreciation except for Neratel....

Dunno when is right time to sell. Never did get into any BANKING STOCKS as
every day see also going higher and higher....
AVFAN
post Apr 14 2015, 03:35 PM

20k VIP Club
*********
All Stars
24,453 posts

Joined: Nov 2010
QUOTE(elea88 @ Apr 14 2015, 02:12 PM)
i hv no idea. My div all go into my ac in SG.
*

just googled a bit... think for regular stocks, it's one tier tax system, up to 17% tax, before payout.
reits different - zero.

elea88
post Apr 14 2015, 03:39 PM

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

Joined: Dec 2008


QUOTE(AVFAN @ Apr 14 2015, 03:35 PM)
just googled a bit... think for regular stocks, it's one tier tax system, up to 17% tax, before payout.
reits different - zero.
*
I did not count so far.. as most of these i bought in Between dec 2014 till to date.
Need to analyse it.
AVFAN
post Apr 14 2015, 04:06 PM

20k VIP Club
*********
All Stars
24,453 posts

Joined: Nov 2010
QUOTE(elea88 @ Apr 14 2015, 03:39 PM)
I did not count so far.. as most of these i bought in Between dec 2014 till to date.
Need to analyse it.
*
the payment slips/vouchers from the cos. banks should show the tax, same like say bursa's maybank or public bank dividends.

TSprophetjul
post Apr 15 2015, 09:24 AM

10k Club
********
All Stars
12,267 posts

Joined: Oct 2010

The REits are so pricey now..........
elea88
post Apr 15 2015, 09:48 AM

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

Joined: Dec 2008


QUOTE(prophetjul @ Apr 15 2015, 09:24 AM)
The REits are so pricey now..........
*
yeap at historical HIGH... time to sell or Tunggu? that is the Question.
Buying for me is DEFINATELY no. no.....
AVFAN
post Apr 15 2015, 10:26 AM

20k VIP Club
*********
All Stars
24,453 posts

Joined: Nov 2010
QUOTE(elea88 @ Apr 15 2015, 09:48 AM)
yeap at historical HIGH... time to sell or Tunggu? that is the Question.
Buying for me is DEFINATELY no. no.....
*
buying with rm is surely difficult now... 2.72.

selling also difficult given rm looks like going to 2.8! laugh.gif

i will wait for div announcement for each of them, see if the dpu goes up to get >5.0% yield. if <5.0%, time to sell.

good 1q2015 results for firstreit (fret), can keep. i'll see about capitamalls.

QUOTE
Key highlights and significant achievements in 1Q 2015
 Delivered record DPU of 2.06 cents compared to 1.99 cents a year ago
 Annualised DPU of 8.35 cents
 NAV per unit increased to 101.94 cents as at 31 March 2015 from 101.81 cents as at 31 December 2014
 Issued 2,805,806 new units at an issue price of S$1.2689 per new unit to eligible Unitholders who have
elected to participate in the distribution reinvestment plan (“DRP”) for 4Q 2014
http://firstreit.listedcompany.com/newsroo...JZYN9MFX1.2.pdf


689 Pages « < 53 54 55 56 57 > » Top
 

Change to:
| Lo-Fi Version
0.0636sec    0.90    6 queries    GZIP Disabled
Time is now: 1st December 2025 - 02:23 PM