I hv no idea what to buy now...

my biggest holding is AIMS.
as buy all way to 1.35. adding here there for the last 5 yrs i think.

if yr brokerage is cheap.. buy bit of everything.. thats how is I started way back in 2013.... when Reits is almost at peak then..
from industrial to hospitality to retail ..

I dunno how to advise you.

whats the news on SOILBUILD? why today +5% with volume? after sleeping for so long?

https://www.mapletreenorthasiacommercialtru...W_19Nov2019.pdf

ANNOUNCEMENT
UPDATE ON FESTIVAL WALK
19 November 2019 – Further to the announcement on 13 November 2019, Mapletree North Asia Commercial
Trust Management Ltd. (“MNACTM” or the “Manager”), the Manager of Mapletree North Asia Commercial
Trust, wishes to provide an update on Festival Walk.
Due to the extensive damage incurred, recovery works including the cleaning up of debris and the assessment
of repair works required, are on-going. Metal hoardings were erected at various parts of the property for safety
and security precautions. The insurers have been notified, and the assessment of claims is underway. We are
assisting and working closely with our tenants as the mall is not operational.
Festival Walk remains closed until further notice, and the Manager will provide further updates in due course.
By Order of the Board
Wan Kwong Weng
Joint Company Secretary
Mapletree North Asia Commercial Trust Management Ltd.
(Company Registration No. 201229323R)
As Manager of Mapletree North Asia Commercial Trust



All dispose? I am the only one still holding? Looks like next cycle rental might be impacted.

MNACT - Recovery works at Festival Walk still ongoing; mall closure is a key overhang

Maybank KE Retail Research

Mapletree North Asia Commercial Trust (MNACT) updated that recovery works, including cleaning up of debris and the assessment of repair works at its Festival Walk mall in HK are still ongoing.

This followed the extensive damage wrecked by protesters on 12 Nov, with smashed glass panels at entrances to the property, office lobby and balustrades on various levels of the mall. The rioters also set fire to the Christmas tree within the mall, as well as the office lobby.

For safety and security precautions, metal hoardings have been erected at various parts of the property, while insurers have also been notified, and the assessment of claims is underway.

The trust is currently assisting and working closely with its tenants as the mall, which accounts for ~60% of MNACT's revenue and net property income. has been closed since 13 Nov amid city-wide disruptions.

Despite having full occupancy, MNACT may have to rethink potential tenant incentives in order to work together with tenants to ride out the current challenging operating environment.

Tenants’ sales and shopper traffic for Festival Walk fell 6.6% and 3.6% respectively in 3Q19 over the same period last year.

While 85% of Festival Walk's lease expiries in FY19/20 have been renewed at positive average rental reversion and insurance coverage should cover the physical damage, we expect that Festival Walk’s near-term outlook to remain subdued.

At current levels, MNACT trades at 6.5% yield and 0.8x P/B.

Uncertainty over the duration of Festival Walk's closure and continuing HK unrest would be a key overhang on the stock price.



Risk vs Reward...?

LENDLEASE REIT .91... u taking a bite?

wait lower see can get IPO price or not since div next year ..

thanks for the information. Then i need to further think and plan..

https://www.reitsweek.com/2019/11/insurers-...t-property.html


https://www.reitsweek.com/2019/11/outlook-o...-kong-woes.html

drop because of downgrade.

the next drop will be at results reporting.

But if want to sell now.. Will be selling at SUPPORT...
however Our cost is low. sell now is RISK MANAGEMENT.

I hv decidophobia on this.

i dun hv SPHreit in my portfolio.
maybe divest some of my HK SHOPPING centre for this one then..??

private placement at 1.05

cd of .0139 ex 28 nov 19 but pay next year...

Now only i want read SPHREIT property.

wonder why they want invest this shopping centre? Is it good price?


https://www.westfield.com.au/marion

from website this place like our Midvalley standard.

Ramjade dear.. sorry. whats HICL?

BTW side track a bit.. i am observing this counter :

Overseas Education Ltd

https://www.dividends.sg/view/RQ1

https://fifthperson.com/5-things-you-need-t...cation-limited/

https://thebearprowl.wixsite.com/website/si...l-privatisation

consistent div so far.. and lately increase in volume...

Maybe more HK or CHINA ppl sending their kids for here for education?

This post has been edited by elea88: Nov 22 2019, 08:43 PM

https://www.mapletreenorthasiacommercialtru...37419FE695CD20C

sorry did not answer u earlier. Was away.

MGR REIMBURSEMENT in units.. instead cash.

Psycologically to assure SHAREHOLDERS the managers hv confidence for holding ?

If they take cash at this point in time.. sure AUNTIE SHAREHOLDER like me will fast fast run.


Still its a 50:50 gamble on this Festival Walk.

i did not read properly just go click TAKE CASH. then after that i saw the 1.3681..
then. i realise also can take mixture units and cash.. if count properly will not end up with odd lots.

maybe next round will analyse again.


KDC i standby to take profit as ended with a lot .

oh.. thanks for info..

https://www.nextinsight.net/story-archive-m...9-1-yield?idU=1


EC world REIT.. anybody added?

Time flies.. been holding since 2016/2017...

Means what?

depend how much they sell.. the news look like just MAKE NEWS for the Sake of making some news...

http://singaporeanstocksinvestor.blogspot....r+%28ASSI%29%29

busy to research FLIT & FCOT.. sell ?