Singapore REITS, S-REITS
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 Aug 8 2023, 07:21 PM
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#1121
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Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore  
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LMIRT results: https://links.sgx.com/1.0.0/corporate-annou...38270c25cedc275 BHG Retail Trust results: https://links.sgx.com/1.0.0/corporate-annou...ea1bb888b49b283 Prime US REIT results: https://links.sgx.com/1.0.0/corporate-annou...4ea44f81088c18d Letter from Sabana's trustee with regards to yesterday's EGM resolutions: https://links.sgx.com/FileOpen/Letter%20fro...t&FileID=768163 wongmunkeong liked this post
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Aug 11 2023, 07:35 AM
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#1122
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Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
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Sasseur REIT 1H 23 results: https://links.sgx.com/1.0.0/corporate-annou...f8bdc2ea4a34b53 Capitaland Investment 1H 23 results: https://links.sgx.com/1.0.0/corporate-annou...4ac65ace381288e wongmunkeong liked this post
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Aug 11 2023, 08:44 PM
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#1123
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Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
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EC World REIT results: https://links.sgx.com/1.0.0/corporate-annou...44e92f71ba156b4
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Aug 12 2023, 08:32 AM
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#1124
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Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
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For the second time, Dasin defaulted on one of its loans, this time claimed by Bank of China, Singapore branch. https://links.sgx.com/FileOpen/DASINRT-Anno...t&FileID=768860 It's funny that the BoC notice was dated 4th August, and board was informed on 6th August, but it took almost one more week for shareholders to be made aware of the info... Such a long time delay... This post has been edited by TOS: Aug 12 2023, 08:34 AM wongmunkeong liked this post
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Aug 14 2023, 08:43 AM
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#1125
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Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
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MUST results: https://links.sgx.com/1.0.0/corporate-annou...93a6d58482f9087
Cromwell European REIT results: https://links.sgx.com/1.0.0/corporate-annou...144163b7bdee628 |
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Aug 14 2023, 12:21 PM
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#1126
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Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
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MUST is in dire straits: https://www.businesstimes.com.sg/companies-...or-says-remains This post has been edited by TOS: Aug 14 2023, 08:39 PM honsiong liked this post
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Aug 15 2023, 08:50 AM
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#1127
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Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
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QUOTE(TOS @ Aug 12 2023, 08:32 AM) For the second time, Dasin defaulted on one of its loans, this time claimed by Bank of China, Singapore branch. After Bank of China, now comes Maybank, SG branch... https://links.sgx.com/FileOpen/DASINRT-Anno...t&FileID=768860 It's funny that the BoC notice was dated 4th August, and board was informed on 6th August, but it took almost one more week for shareholders to be made aware of the info... Such a long time delay...  https://links.sgx.com/FileOpen/DASINRT-Anno...t&FileID=769233 |
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Aug 17 2023, 08:14 AM
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#1128
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Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
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I notice REITs are starting to use a deceitful trick to justify their acquisition of properties in a high interest rate environment: they benchmark their DPU accretion to a period when interest rates are still very low (e.g. early 2022). This happens to large-cap REITs as well, like Ascendas: https://links.sgx.com/FileOpen/Completion%2...t&FileID=769558 If you benchmark against the most recent quarterly/half-year result, it's almost impossible for any acquisition transaction to be value-accretive since the cost of debt has risen much more significantly than that of NPI (assuming property management fees etc. remain constant).  Hansel and wongmunkeong liked this post
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Aug 17 2023, 07:07 PM
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#1129
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Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
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Netlink NBN Trust Q1 FY24 business update: https://links.sgx.com/1.0.0/corporate-annou...7a396ca357dc5b7
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Aug 20 2023, 04:41 PM
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#1130
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Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
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QUOTE(ShinG3e @ Aug 20 2023, 04:30 PM) Thought netlink is in process of renewal of contract or something. Price revision Nothing announced on the review of WACC yet. https://www.investingnote.com/stocks/SGX:CJLU#/all https://sginvestors.io/analysts/research/20...arch-2023-08-18 |
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Aug 21 2023, 05:40 PM
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#1131
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Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
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SGX RegCo suspects Dasin's unit price is manipulated and issues a "Trade with Caution" alert. https://links.sgx.com/1.0.0/corporate-annou...6d39995a0205992 wongmunkeong liked this post
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Aug 21 2023, 10:03 PM
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#1132
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Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
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Parkway LIFE REIT's latest debt refinancing exercise shows that its JPY borrowing cost has doubled from 2018 levels from 0.65% p.a. to 1.28% p.a. Manager seems to refinance the 2018 debt with a longer tenure (7 years instead of 6 years).
https://links.sgx.com/1.0.0/corporate-annou...6c30139595af0b3 |
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Aug 23 2023, 06:52 PM
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#1133
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Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
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QUOTE(Hansel @ Aug 23 2023, 06:38 PM) Have you been able to calculate how will the dpu be affected ? Let's see. Stock analyst salary is 5000 SGD per month in Singapore and they work 9-6 for 5 days a week, so 40 hours weekly * 4 weeks a month = 160 hours/month. That translates to 5000/160 = 31.25 SGD per hour. I will need 1-2 hours to work out the numbers. So, my charges of 50 SGD should be reasonable.  When you are ready can let me know what do you think about this business opportunity.  When I am free will work out the figures. A bit busy these few days. |
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Aug 24 2023, 08:29 AM
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#1134
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Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
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EC World's REIT response to SGX-ST's query regarding its plan to fulfill its debt payment obligations: https://links.sgx.com/FileOpen/ECW_Response...t&FileID=770282 --------------------------- WSJ LIFESTYLE: WORKPLACE The City Where People Aren’t Going Back to Offices Philadelphia lags behind most major U.S. cities in the return-to-office race. Downtown boosters question the data. https://www.wsj.com/lifestyle/workplace/the...share_permalink -------------------------- WSJ REAL ESTATE Office Tenants Are Renewing Leases—but for Far Less Space A record 217 million square feet of sublease space is also weighing down office values https://www.wsj.com/real-estate/commercial/...share_permalink This post has been edited by TOS: Aug 24 2023, 08:37 AM wongmunkeong liked this post
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Aug 26 2023, 08:45 AM
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#1135
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Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
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Some info regarding dual-class trading share records in CDP:
QUOTE Just learn something new today thought to share Go to https://www.sgx.com/securities/trading under Dual Currency Trading Take an e.g CSOP iEdge Southeast Asia+ TECH Index ETF where primary currency counter is SQU US$ version. You place a buy order on SQQ S$ version but it will appear inside your CDP as SQU US$ instead since that is the primary currency counter. Now when you sell I was told you can place either SQQ or SQU since underlying they are the same counter. This really surprise me becuz there are others like CWBU (CromwellReit EUR) as primary currency counter. So you buy CromwellReit SGD your CDP will show the EUR instead. When you sell you can choose either CWBU or CWCU. Anyone buy CromwellReit SGD your CDP reflect as CromwellReit EUR instead ? Why SGX create this dual currency concept, make me so worry I buy CromwellReit SGD, CDP show CromwellReit EUR then I worry when sell I put CromwellReit SGD is it short sell or not! Lucky CFA HST primary currency is the SGD version so you buy and CDP show same. Source: sohguanh/HWZ |
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Aug 28 2023, 09:28 PM
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#1136
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Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
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EC World is in trouble again. They are literally borrowing from one facility to pay off another one. Trading halted since afternoon. QUOTE At this juncture, the Board’s assessment is that, in the absence of any other potential financing plan, the ECW Group’s current assets may not be adequate to meet its short-term liabilities https://links.sgx.com/FileOpen/ECW_Update%2...t&FileID=770819 Seriously, they should just declare bankruptcy... The sponsor group is also in financial difficulty it seems, not able to pay rent to its own REIT on time. This post has been edited by TOS: Aug 28 2023, 09:29 PM wongmunkeong liked this post
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Aug 28 2023, 09:54 PM
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#1137
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Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
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QUOTE(Hansel @ Aug 28 2023, 09:52 PM) Thank you for tracking this and updating us here,... and for your opinions too. I saw you posted that you were "hunting for skirts" and recently married? 2nd wife? Anyway, wishing you a long and happy marriage. You should teach me how to hunt for skirts too...  |
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Aug 30 2023, 08:28 AM
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#1138
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Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
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FCT to divest Changi City Point to pare down debt level.
https://links.sgx.com/1.0.0/corporate-annou...f8efaa490b2d8e4 |
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Aug 30 2023, 08:34 PM
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#1139
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Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
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Cohen & Steers, one of the large anchor investor in Parkway LIFE REIT, up its stake in Parkway LIFE 2 days ago.
They purchased 86,300 shares at a price of 3.80 SGD each, crossing the 7% threshold interest. https://links.sgx.com/FileOpen/_Parkway%20L...t&FileID=771093 |
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Aug 31 2023, 08:10 AM
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#1140
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Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
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It's time to die... EC World's units are now "voluntarily" suspended. https://links.sgx.com/FileOpen/ECW_Update%2...t&FileID=771172 wongmunkeong liked this post
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