QUOTE(prophetjul @ Jul 5 2019, 10:53 AM)
SREITS hitting lots of highs!
Because bond yields keep hitting new lows!Singapore REITS, S-REITS
|
|
 Jul 5 2019, 11:13 AM
Return to original view | IPv6 | Post
#141
|
 
Senior Member
1,205 posts Joined: Feb 2006 From: Kuala Lumpur  
|
|
Quote|
|
|
|
|
Jul 5 2019, 11:38 AM
Return to original view | IPv6 | Post
#142
|
|
Senior Member
1,205 posts Joined: Feb 2006 From: Kuala Lumpur
|
QUOTE(prophetjul @ Jul 5 2019, 11:17 AM) :thumbsup: For the foreseeable future, this yield hunting is because of slowing economic growth worldwide, made worse by the ongoing trade war. The only thing that can reverse this is a proper trade deal between US/China that results all tariffs being lifted. Since this seems unlikely to happen anytime soon, central banks will be forced to cut interest rates or at least give hints of doing so which will drive further yield hunting. I'm still holding onto all my REITs for now.Yield chasing. Will it last? Will is it wise to take some off the table? |
|
|
Jul 22 2019, 10:29 PM
Return to original view | Post
#143
|
|
Senior Member
1,205 posts Joined: Feb 2006 From: Kuala Lumpur
|
QUOTE(Ramjade @ Jul 22 2019, 08:07 PM) elea88, gark Havoc Knightmare ShinG3e Stanchart or FSM are still the way to go.. hopefully it will remain that way!Time to close Maybank KE account    |
|
|
Jul 26 2019, 10:14 AM
Return to original view | IPv6 | Post
#144
|
|
Senior Member
1,205 posts Joined: Feb 2006 From: Kuala Lumpur
|
Maybank should just announce shutting down their stock brokerage business if they are going to announce such ridiculous policies and price themselves out of the market then make a subsequent u turn. Trust has been lost. I have a maybank SG brokerage account but fortunately I've not used their service before. It was meant to be a back up only, but it looks like I'll need another alternative.
|
|
|
Jul 26 2019, 12:39 PM
Return to original view | IPv6 | Post
#145
|
|
Senior Member
1,205 posts Joined: Feb 2006 From: Kuala Lumpur
|
QUOTE(Hansel @ Jul 26 2019, 11:44 AM) I suspect it was a test case to see mkt reactions,... Good lesson for them and all other brokers in the market.. |
|
|
Jul 27 2019, 08:21 AM
Return to original view | Post
#146
|
|
Senior Member
1,205 posts Joined: Feb 2006 From: Kuala Lumpur
|
QUOTE(Ramjade @ Jul 26 2019, 03:09 PM) They don't need to test as there are only 3 custodian brokers in Singapore which don't charge fee. Hmm guess if that's the case.. then the next one to follow might be FSM. SC might be the last one due to them having their own custodian business, vs the other two who are likely outsourcing the custodian business.Maybank, FSM, standard chartered. Pretty much all other brokers with custodian account already charged those fees. |
|
|
|
|
|
Aug 3 2019, 11:07 PM
Return to original view | IPv6 | Post
#147
|
|
Senior Member
1,205 posts Joined: Feb 2006 From: Kuala Lumpur
|
QUOTE(Ramjade @ Aug 3 2019, 03:20 PM) Wow. Fancy seeing you here. I'm wondering if he is THE dividend warrior.. hmmmThis post has been edited by Havoc Knightmare: Aug 3 2019, 11:07 PM |
|
|
Aug 6 2019, 12:52 PM
Return to original view | IPv6 | Post
#148
|
|
Senior Member
1,205 posts Joined: Feb 2006 From: Kuala Lumpur
|
I'm on a shopping spree this morning.. Eagle, Ascendas India and IREIT.
|
|
|
Aug 7 2019, 07:03 PM
Return to original view | IPv6 | Post
#149
|
|
Senior Member
1,205 posts Joined: Feb 2006 From: Kuala Lumpur
|
QUOTE(prophetjul @ Aug 6 2019, 01:38 PM) IREIT has not really gone on sale. IREIT is reasonably cheap considering that it's going to go ex-div by about 3 cents in the next few weeks. To me, buying it at 76-77 cents now is equivalent to getting it at 73-74 cents then (if it even drops that much ex div). I feel the same. It's not the end point yet. Trump will see to that. |
|
|
Jan 15 2020, 06:15 PM
Return to original view | IPv6 | Post
#150
|
|
Senior Member
1,205 posts Joined: Feb 2006 From: Kuala Lumpur
|
It's easy to like things that performed very well in the recent past..
|
|
|
Jan 19 2020, 04:50 PM
Return to original view | IPv6 | Post
#151
|
|
Senior Member
1,205 posts Joined: Feb 2006 From: Kuala Lumpur
|
1. Sasseur
2. Ascendas India 3. Prime 4. EC World 5. Cromwell 6. IREIT My holdings have been quite static since 2018, with the addition of Prime and Cromwell last year. Ascendas India was my biggest winner with cost price of slightly over a dollar only. This post has been edited by Havoc Knightmare: Jan 19 2020, 04:50 PM |
|
|
Jan 21 2020, 06:15 PM
Return to original view | IPv6 | Post
#152
|
|
Senior Member
1,205 posts Joined: Feb 2006 From: Kuala Lumpur
|
QUOTE(elea88 @ Jan 21 2020, 03:47 PM) https://www.crct.com.sg/portfolio.html Yes China linked counters are hit. I'm definitely waiting to buy. This will blow over eventually with the impact no longer more than 1-2 months especially with the government taking swift action. It is not a HK situation/MNACT where long term uncertainty has to be priced in.CRCT drop 4% today.. Wuhan virus effect? anyone waiting to collect? |
|
|
Jan 23 2020, 10:35 AM
Return to original view | IPv6 | Post
#153
|
|
Senior Member
1,205 posts Joined: Feb 2006 From: Kuala Lumpur
|
QUOTE(elea88 @ Jan 23 2020, 09:45 AM) sasseur reit still hold? Yes, still holding. Even if affected, should just be temporarily only. I would buy stocks with strong fundamentals on this dip.Wonder if the virus will affect sales or not? |
|
|
|
|
|
Jan 25 2020, 07:28 PM
Return to original view | IPv6 | Post
#154
|
|
Senior Member
1,205 posts Joined: Feb 2006 From: Kuala Lumpur
|
QUOTE(cherroy @ Jan 25 2020, 03:12 PM) The fear of malls dying is overcooked a bit. I agree. Unlike countries with a temperate climate, and having lived in places like Australia for a few.years, I believe that shopping malls will always be a key part of society in tropical countries. Malls will evolve to incorporate more F&B and services as e-commerce takes away sales of physical goods. At the end of the day, city folks will still throng air-conditioned malls with their family and friends on weekends.Generally, those prime location malls are still doing well across. The e-commerce is particular hurting secondary outskirt malls mainly. I would say, the emerge of e-commerce makes malls become more challenging business, and needs to have their own branding, attraction, strategy and good management. It is no longer simply build a open big space then expect retails to flock in. If I have listened those overcooked story, I would already sell capitalmall at SGD 2.00. I have doubt on CMT prospect back 2-3 years ago and thinking to dispose all malls related stocks or reit when the e-commerce story killing malls stories pop up everywhere. After 2-3 years later, CMT reported better DPU, so does Mreit malls like IGBreit, Sunreit and Pavreit and all those reit price has gone up since then. The similarity is they have malls at prime location, and able to fence off others malls competitor. |
|
|
Jan 28 2020, 09:36 AM
Return to original view | Post
#155
|
|
Senior Member
1,205 posts Joined: Feb 2006 From: Kuala Lumpur
|
QUOTE(elea88 @ Jan 28 2020, 08:52 AM) I just dip bought at 78.0 cents! |
|
|
Jan 28 2020, 10:32 AM
Return to original view | Post
#156
|
|
Senior Member
1,205 posts Joined: Feb 2006 From: Kuala Lumpur
|
QUOTE(elea88 @ Jan 28 2020, 10:13 AM) the guaranteed rental till when huh? 2 years.. and the IPO was in March 2018. Bad luck for them indeed.  |
|
|
Jan 28 2020, 01:04 PM
Return to original view | IPv6 | Post
#157
|
|
Senior Member
1,205 posts Joined: Feb 2006 From: Kuala Lumpur
|
QUOTE(AVFAN @ Jan 28 2020, 12:02 PM) u dare buy yet? Peak panic usually marks the turning point of a crisis, and markets and this seems to be it.. this virus will greatly affect tourism, hospitality and shopping malls. |
|
|
Jan 28 2020, 01:37 PM
Return to original view | IPv6 | Post
#158
|
|
Senior Member
1,205 posts Joined: Feb 2006 From: Kuala Lumpur
|
QUOTE(AVFAN @ Jan 28 2020, 01:16 PM) panic-peak as in the situation, people or in stocks? We won't know for sure until it is over, but its when governments and people move into full mobilisation and panic mode that a disease is contained. We saw it with Ebola, SARS and MERS for instance. It's when people and government are complacent that diseases spread out of control. I was on a bus in KL this morning and almost everyone was wearing a mask. I've been buying into the dip this morning and will continue to do so.how do u ascertain it is peak panic now? the infection and deaths still rising, gomens and biz not sure what to do yet... |
|
|
Jan 29 2020, 10:24 AM
Return to original view | Post
#159
|
|
Senior Member
1,205 posts Joined: Feb 2006 From: Kuala Lumpur
|
S-REITs are rebounding fast as peak panic looks to have been over the CNY weekend... Looks like the window to buy cheap is closing fast. Sasseur is up at 81.5 now. People who want to wait for the panic to subside before buying will always miss the bottom
 This post has been edited by Havoc Knightmare: Jan 29 2020, 10:25 AM |
|
|
Jan 29 2020, 10:56 AM
Return to original view | IPv6 | Post
#160
|
|
Senior Member
1,205 posts Joined: Feb 2006 From: Kuala Lumpur
|
QUOTE(Ramjade @ Jan 29 2020, 10:36 AM) Cannot say. Wait for Chinese to start the move back. It's ok, markets will digest it gradually and become desensitized. We've seen it so many times in the past with North Korea's rockets, US-China trade war and even the most recent US-Iran small scale 'war'. The selling is always most intense when the shock is first introduced, then the market gradually gets desensitized to the point of 'meh'. Back then we could detect a North Korean rocket launch from the Asian stock market chart dips, but now it wouldn't even register. A slowdown or recession in the economy due to this ongoing virus will likely prompt interest rate cuts and QE by central banks who are so proactive nowadays. So I'm not worried. This post has been edited by Havoc Knightmare: Jan 29 2020, 10:58 AM |
| Change to: |  0.1700sec
 1.30
 7 queries
 GZIP Disabled
Time is now: 10th December 2025 - 07:01 PM |
All Rights Reserved © 2002- 2025 Vijandren Ramadass (~unite against racism~)
Powered by Invision Power Board © 2025 IPS, Inc.