Singapore REITS, S-REITS
|
|
 Oct 31 2023, 02:45 PM
Return to original view | Post
#1201
|
 
Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore  
|
QUOTE(ShinG3e @ Oct 31 2023, 02:37 PM) DM number. When i go SG usually i stay around Orchard road. 🤣 Aye... Orchard... can see how your downtown retail REITs are performing. But true also, Jurong West is just factories and factories... PMed you my number liao. |
|
|
|
|
|
Oct 31 2023, 07:53 PM
Return to original view | Post
#1202
|
|
Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
|
Paragon REIT 3Q 23 business update: https://links.sgx.com/FileOpen/PGN%20REIT%2...t&FileID=776537
|
|
|
Nov 1 2023, 07:21 AM
Return to original view | Post
#1203
|
|
Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
|
Parkway LIFE REIT 3Q business update: https://links.sgx.com/FileOpen/PLife%203Q%2...t&FileID=776586
---------------------- One thing I don't like about some companies: they sent bad news before you sleep. For example, at 10.02 pm yesterday, EC World unitholders just realized that China Tobacco has decided to terminate and discontinue its lease at Hendge Phase 1. https://links.sgx.com/FileOpen/ECW_Update%2...t&FileID=776575 Now you have some sleepless nights to deal with... This post has been edited by TOS: Nov 1 2023, 10:04 AM |
|
|
Nov 1 2023, 07:52 AM
Return to original view | Post
#1204
|
|
Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
|
First REIT business update: https://links.sgx.com/1.0.0/corporate-annou...87a4d8c942fdae0
|
|
|
Nov 1 2023, 11:59 AM
Return to original view | Post
#1205
|
|
Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
|
QUOTE(Hansel @ Nov 1 2023, 11:32 AM) I did a comparison with a previous corresponding period. Checked the metrics,... one metric stood OUT - the Average Cost of Debts for 12M FY2022 was only 1.22%. It's 4.21% reported for 3QFY2023. The dpu will drop badly,.................. 5.4% is in local currency (AUD). (Read the footnote on slide no. 5 carefully).No need to read too much anymore,....  I'm sorry to be crude here : I was in the toilet this morning and thot I saw a really welcoming news. The article says : In local currency terms, gross revenue for its Singapore increased 2.4% , while its Australia assets’ revenue rose 5.4% over the same period. Which means in spite of the weak AUD, the Australia assets' rev still grew (in SGD),... or did I interpret incorrectly ? |
|
|
Nov 1 2023, 01:11 PM
Return to original view | Post
#1206
|
|
Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
|
QUOTE(Hansel @ Nov 1 2023, 12:48 PM) Ok,... my bad,... so, in SGD terms,.. is it still in positive territory ? Apparently not. Refer back to slide 5.  QUOTE YTD 3Q FY2023 portfolio gross revenue grew S$2.5m or 1.2% yoy to S$215.6m from S$213.1m. Gross revenue for Singapore and Australia assets increased 2.4% yoy and 5.4% yoy, respectively. So, in SGD terms gross revenue increase 1.2% yoy despite SGD gross revenue for SG assets grow 2.4% and AU assets in AUD terms grow 5.4% yoy. You can immediately tell that the weak AUD against SGD offsets the entire 5.4% constant currency (in AUD) growth and also drags down the SG side (in SGD) so that the overall portfolio gross revenue only increases by 1.2%. |
|
|
|
|
|
Nov 1 2023, 01:20 PM
Return to original view | Post
#1207
|
|
Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
|
Digital Core REIT halts trading of its units... https://links.sgx.com/1.0.0/corporate-annou...b3b06893620af51 Bad news coming? wongmunkeong liked this post
|
|
|
Nov 1 2023, 01:39 PM
Return to original view | Post
#1208
|
|
Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
|
QUOTE(Hansel @ Nov 1 2023, 01:36 PM) We can analyse REIT performance reports and business updates quickly,........... we can start teaching too,........ And we can start charging people money for our courses...    Hansel liked this post
|
|
|
Nov 1 2023, 07:17 PM
Return to original view | Post
#1209
|
|
Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
|
Digital Core is expanding... More fees coming... https://links.sgx.com/1.0.0/corporate-annou...f77c26116b89d50 wongmunkeong liked this post
|
|
|
Nov 2 2023, 08:07 AM
Return to original view | Post
#1210
|
|
Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
|
|
|
|
Nov 2 2023, 06:16 PM
Return to original view | Post
#1211
|
|
Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
|
|
|
|
Nov 2 2023, 06:20 PM
Return to original view | Post
#1212
|
|
Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
|
QUOTE(Hansel @ Nov 1 2023, 08:26 PM) Sorry,... Hospitality REITs are quite okay too,... tho' their rental incomes weaken vs our SGD. I'd bank on Far East,... no forex risk here,.... I have quit the REIT space, last REIT waiting to be sold is CICT. No more positions in any other REITs. TOS ? Hotel business and their REITs are more volatile than industrial/office/retail/healthcare REITs, so even if I were to hold REITs I won't touch them in the first place. So, sorry, can't comment much on individual hospitality REITs. I don't follow hotel REITs anyway. FLCT results this morning seem ok though. Leverage is still low at 30ish%. |
|
|
Nov 2 2023, 08:55 PM
Return to original view | Post
#1213
|
|
Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
|
QUOTE(AthrunIJ @ Nov 2 2023, 07:40 PM) Buying more US bonds? I am leaning towards SGD instruments first. More 6M and 1Y SG T-bills is definitely on the cards, maybe will go for 3k SGD for the next couple of primary market bids. 👀🍷🍿 I am hoping the long-end of the SG yield curve will go up... will see lah... |
|
|
|
|
|
Nov 3 2023, 07:10 AM
Return to original view | Post
#1214
|
|
Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
|
MUST 3Q 23 business updates: https://links.sgx.com/FileOpen/Manulife%20U...t&FileID=776940 AIMS APAC REIT results: https://links.sgx.com/1.0.0/corporate-annou...1edc44c4df844a5 wongmunkeong and ShinG3e liked this post
|
|
|
Nov 3 2023, 08:12 AM
Return to original view | Post
#1215
|
|
Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
|
Daiwa House Logistics Trust 3Q 23 business updates: https://links.sgx.com/1.0.0/corporate-annou...c76427e1fdb2cda
|
|
|
Nov 3 2023, 12:03 PM
Return to original view | Post
#1216
|
|
Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
|
QUOTE(Hansel @ Nov 3 2023, 11:59 AM) Hmm,... I think,... off the top of my head, 30-year US Treasury bonds is the safest when the yield is high enough ! Yea yea. Safe is a relative term, it all depends on your purpose and the duration matching. An insurance company buying 20-year US T bond to hedge its liabilities is safe, but a commercial bank buying 20-year T-bond will be quickly in trouble.ALL other instruments, tho' being so-called safe instruments, egs FDs, high-grade corporate and other tenure sovereign bonds, have reinvestments risks ! Or,............diversify ! |
|
|
Nov 3 2023, 12:37 PM
Return to original view | Post
#1217
|
|
Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
|
QUOTE(Hansel @ Nov 3 2023, 12:19 PM) Who asked you to buy so much ??!!?? No idea what you are saying... I haven't purchased any T-bonds as of now. |
|
|
Nov 3 2023, 12:44 PM
Return to original view | Post
#1218
|
|
Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
|
QUOTE(Hansel @ Nov 3 2023, 12:41 PM) Okay-lar, bros,.. never mind, we move-on,... more reporting coming soon,..... Bro are you ok? You seem to be overactive in the past 2 days... Kind of out of your usual character... AND,......................  ................. ALL REITs are rising,... Need to withdraw from CIMB 'Elevate Your Savings' afterwards to queue !!!!!!!!! I'm thinking along the line of FOMO now,........... Too many emojis and punctuations... |
|
|
Nov 3 2023, 12:47 PM
Return to original view | Post
#1219
|
|
Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
|
QUOTE(ShinG3e @ Nov 3 2023, 12:46 PM) Sign of FOMO. That’s my professional diagnosis. Hope he's not drunk or on ecstasy pills... |
|
|
Nov 3 2023, 07:24 PM
Return to original view | Post
#1220
|
|
Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
|
Netlink NBN Trust results: https://links.sgx.com/1.0.0/corporate-annou...794121c1b303115
EC World's response to SGX query's on the Hengde Logistics leases: https://links.sgx.com/FileOpen/ECW_Response...t&FileID=776983 This post has been edited by TOS: Nov 3 2023, 07:25 PM |
| Change to: |  0.0511sec
 0.40
 7 queries
 GZIP Disabled
Time is now: 10th December 2025 - 03:02 PM |
Quote