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Singapore REITS, S-REITS
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SUSTOS
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Nov 3 2023, 07:24 PM
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Netlink NBN Trust results: https://links.sgx.com/1.0.0/corporate-annou...794121c1b303115EC World's response to SGX query's on the Hengde Logistics leases: https://links.sgx.com/FileOpen/ECW_Response...t&FileID=776983This post has been edited by TOS: Nov 3 2023, 07:25 PM
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thkent91
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Nov 6 2023, 01:03 PM
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Getting Started

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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,.... TOS ? I'm vested in Far East Hosp Trust too. Singapore should be remain robust due to stability and staying neutral of geopolitical issues. 2nd is because the debt leverage is very low around 34% The dividend yield is good because their stock valuation are quite low now The current price is always a better buy compared to Maybank Malaysia. Furthermore I'm anticipating 1 SGD to 5 RM within 5 years time
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Hansel
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Nov 6 2023, 06:53 PM
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QUOTE(thkent91 @ Nov 6 2023, 01:03 PM) I'm vested in Far East Hosp Trust too. Singapore should be remain robust due to stability and staying neutral of geopolitical issues. 2nd is because the debt leverage is very low around 34% The dividend yield is good because their stock valuation are quite low now The current price is always a better buy compared to Maybank Malaysia. Furthermore I'm anticipating 1 SGD to 5 RM within 5 years time Thank you for replying, bro,... How long have you held FEHT ?
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thkent91
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Nov 6 2023, 08:45 PM
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Getting Started

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QUOTE(Hansel @ Nov 6 2023, 06:53 PM) Thank you for replying, bro,... How long have you held FEHT ? 2-3 years. Previously Pre-covid was more focus on Mreit
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SUSTOS
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Nov 7 2023, 08:04 AM
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SUSTOS
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Nov 7 2023, 06:45 PM
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SUSTOS
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Nov 7 2023, 11:22 PM
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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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SUSTOS
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Nov 8 2023, 10:59 AM
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QUOTE(ShinG3e @ Nov 8 2023, 10:45 AM) Funny part in their presentation slide, they insert a reit yield comparing ec world and others it’s something to be proud of. 🥹 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.
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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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SUSTOS
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Nov 8 2023, 07:14 PM
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SUSTOS
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Nov 9 2023, 09:46 AM
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SUSTOS
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Nov 9 2023, 07:03 PM
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SUSTOS
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Nov 10 2023, 07:20 AM
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Ara US Hospitality Trust 3Q 23 business and operational updates: https://links.sgx.com/1.0.0/corporate-annou...d2da7b261702bdf
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SUSTOS
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Nov 10 2023, 07:35 AM
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SUSTOS
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Nov 10 2023, 08:06 PM
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Hansel
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Nov 11 2023, 10:56 AM
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No comments to above REIT updates ?
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SUSTOS
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Nov 14 2023, 07:50 AM
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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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Hansel
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Nov 16 2023, 03:15 PM
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QUOTE(thkent91 @ Nov 6 2023, 08:45 PM) 2-3 years. Previously Pre-covid was more focus on Mreit Hi bro,... The problem with FEHT is : there is not much capital gain to be made on this REIT. If I look at the 5-year chart, the highest it could climb is only $0.78. And that level was reached just before the pandemic dive in March, 2020. Some structural changes would have taken place after the pandemic, and it is not certain if this structural chg will bring abt further positive OR negatives effects to FEHT.
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