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Singapore REITS, S-REITS
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ShinG3e
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Jan 23 2023, 11:45 PM
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QUOTE(TOS @ Jan 19 2023, 07:34 PM) Since some of you discussed, here's the S-REITs earnings schedule for the quarter. Feel free to correct me if there's any mistake. This week 16/1-20/1| Date (Day) | REIT | Announcement time | | 19/1 (Thursday) | MLT | aftermarket | | 20/1 (Friday) | Suntec REIT | premarket | | CDL Hospitality Trust | aftermarket | Next week 23/1-27/1| Date (Day) | REIT | Announcement time | | 25/1 (Wednesday) | Aims APAC REIT | premarket | | 26/1 (Thursday) | FCT, MIT, Sabana REIT | aftermarket | | 27/1 (Friday) | Keppel REIT, Parkway LIFE, Starhill Global REIT | aftermarket | Third week 30/1-3/2| Date (Day) | REIT | Announcement time | | 30/1 (Monday) | Ascott Residence Trust | before 8 am | | OUE Commercial REIT, KIT, ESR-Logos REIT | aftermarket | | 31/1 (Tuesday) | MPACT, Keppel DC REIT | aftermarket | | 1/2 (Wednesday) | CICT | before 8 am | | KORE | aftermarket | | 2/2 (Thursday) | Ascendas REIT, Digital Core REIT | aftermarket | | 3/2 (Friday) | CLCT | before 8 am | | Frasers Hospitality Trust | aftermarket | Fourth week 6/2-10/2| Date (Day) | REIT | Announcement time | | 6/2 (Monday) | Capitaland India Trust (AIT) | aftermarket | | 7/2 (Tuesday) | Lendlease Global Commercial REIT, Hutchison Port Holdings Trust | aftermarket | | 8/2 (Wednesday) | Prime US REIT | aftermarket | | 9/2 (Thursday) | Manulife US REIT | premarket | Fifth week 13/2-17/2 | Date (Day) | REIT | Announcement time | | 13/2 (Monday) | First REIT | aftermarket | | 14/2 (Tuesday) | Far East Hospitality Trust | premarket | | 17/2 (Friday) | Sasseur REIT | premarket | Sixth week 20/2-24/2 | Date (Day) | REIT | Announcement time | | 22/2 (Wednesday) | United Hampshire US REIT | aftermarket | | 23/2 (Thursday) | Ara US Hospitality Trust | aftermarket |
Every quarter something to look forward to 😆
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ShinG3e
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Jan 24 2023, 09:56 AM
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QUOTE(TOS @ Jan 24 2023, 09:51 AM) I made a mistake on CDL Hospitality Trust's result announcement date. The correct date is 30th Jan, premarket. I have edited my post above. It’s okay. Still something to look forward quarterly 😄
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ShinG3e
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Feb 17 2023, 01:30 AM
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QUOTE(TOS @ Feb 13 2023, 07:05 PM) Netlink doing well. Hope for good news on the renewal.
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ShinG3e
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Apr 11 2023, 03:57 PM
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QUOTE(Dividend Warrior @ Apr 4 2023, 11:44 PM) The recent REITs rally gave my portfolio a boost. Q1 2023 Portfolio Updategrats. later when retire div + CPF monthly =
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ShinG3e
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May 17 2023, 04:01 PM
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Although not reit, hope tomorrow netlink good news.
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ShinG3e
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May 31 2023, 10:23 AM
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QUOTE(AthrunIJ @ May 28 2023, 03:14 PM) Well, you can Google it. As this is singapore thread, MIT and keppel is one of the few. Have fun checking them out. keppel DC reit used to be a darling from $1ish to $3 few years back. now krik krik. but in my watchlist thou.
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ShinG3e
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May 31 2023, 11:15 AM
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QUOTE(prophetjul @ May 31 2023, 10:48 AM) what is the conclusion? dilute shares, price down, market cap up?
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ShinG3e
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Jul 21 2023, 10:10 PM
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It's dividend quarter season boisss This post has been edited by ShinG3e: Jul 22 2023, 03:16 PM
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ShinG3e
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Aug 20 2023, 04:30 PM
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QUOTE(TOS @ Aug 17 2023, 07:07 PM) Thought netlink is in process of renewal of contract or something. Price revision
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ShinG3e
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Aug 30 2023, 11:23 PM
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QUOTE(Mattrock @ Aug 30 2023, 07:28 PM) Nett ROI so far this year is close to zero, after taking into account dividends earned and drop in value of my SREIT holdings. stay strong bruuu
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ShinG3e
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Oct 31 2023, 01:29 AM
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QUOTE(Ramjade @ Oct 29 2023, 09:32 AM) Actually nope. Not I quit. I read his article few years back. Didn't listen to him. Then I reread his article and it make sense. I realise that a 2%p.a dividend with 10%p.a in dividend growth is superior to 8-10%p.a with no dividend growth. My reits were cutting the dividend while my 2%p.a stock was not. In fact it's the opposite. Cannot be what. That's was when it hit me. Why go for 0-2% growth and get dividend cuts when I can opt not to get dividend cuts. That's why I don't follow assi blindly anymore and buy reits. I offload all my reits every single one into stuff like BlackRock, crowdstrike, Microsoft, Brookfield, railroads. Take the drop in dividend now and make up for it with auto 10%p.a dividend growth. With reits paying out 90%, over time you become an ATM rather than them becoming an ATM. How fast can a REIT dividend grow? Around 0-2%p.a. That's not good. I like to see my dividends growing at min 10%p.a (and yes I am getting those results today). No need for new caah investment and my dividends automatically grow 10%p.a Which particular article was that? I think i missed about this topic when i usually zoom reading. Bummer that he’s gone, but I respect the legacy (blog) that he left behind.
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ShinG3e
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Oct 31 2023, 02:37 PM
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QUOTE(TOS @ Oct 31 2023, 10:07 AM) You should come to SG bro... we can yam cha together. IT-related fresh grad from NTU -> 12k SGD/month With PhD -> 15k SGD/month Wanna meet more people... life is lonely here... DM number. When i go SG usually i stay around Orchard road. 🤣
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ShinG3e
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Nov 3 2023, 09:59 AM
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Later after market is Netlink. 🙃
Then Monday is DBS.
That’ll sum up my November dividend autumn collections. 😬
This post has been edited by ShinG3e: Nov 3 2023, 09:59 AM
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ShinG3e
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Nov 3 2023, 12:45 PM
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QUOTE(AthrunIJ @ Nov 3 2023, 12:25 PM) Nice!! Belanja sikit teh tarik 😛 Kelantan got a lot free teh tarik… 🤣 QUOTE(Hansel @ Nov 3 2023, 12:34 PM) If DBS can up the dividend again compared to the previous qtr,....... wahh,..... really teh tarik session, bro,... All the best, bro Shing3e,.... I'm excited too. I bought DBS because it is the only SG bank that pays out qtrly dividend. BUT,... I am also not averaging-UP because I am mindful of what may happen when Feds finally pauses OR reverses. I see today,.. this morning, DBS was in red,.. then subsequently,... turned green !!!!!! Yea i’m a sucker too for something that pays me every 3 months. Not gonna lie, 60% of my portfolio pays quarterly div. So you know la . 😆 I’ll giggle the whole weekend if suddenly got special dividend tiba2. 🤣
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ShinG3e
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Nov 3 2023, 12:46 PM
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QUOTE(TOS @ Nov 3 2023, 12:44 PM) Bro are you ok? You seem to be overactive in the past 2 days... Kind of out of your usual character... Too many emojis and punctuations... Sign of FOMO. That’s my professional diagnosis.
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ShinG3e
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Nov 3 2023, 12:50 PM
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QUOTE(TOS @ Nov 3 2023, 12:47 PM) Hope he's not drunk or on ecstasy pills... 🤣more like drunk on dividends since more than half reits payout in November. Early bonus before employment bonus next month.
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ShinG3e
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Nov 8 2023, 10:45 AM
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QUOTE(TOS @ Nov 7 2023, 11:22 PM) Funny part in their presentation slide, they insert a reit yield comparing ec world and others it’s something to be proud of. 🥹
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ShinG3e
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Nov 8 2023, 03:20 PM
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QUOTE(TOS @ Nov 8 2023, 10:59 AM) Exactly bro. You observed the same thing as me. Units cannot be traded at all, so that slide is nonsense anyway haha A stark reminder that high yield -> high risks. 14% p.a. last year can mean 0% or bankruptcy next year. The only 14% yield that I am impressed is ASSI’s DBS purchase of $14/share 2016. 🤣🤣🤣🤣 I think this ECW just plonk the numbers for the sake of presentation quota.
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ShinG3e
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Nov 14 2023, 01:26 PM
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QUOTE(Hansel @ Nov 11 2023, 10:56 AM) No comments to above REIT updates ? Ask again next dividend cycle 🤣
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