The signs are there for Aussie,... that's the future in the Donald Trump Era.

But,... the rules are tighter for Australia. Not so easy compared to Sgp,.... however, the rules can be followed. Still not impossible.

Perhaps waning against the SGD and the SGX. But still hammering the MYR and the Bursa,....

Bro, is it Frasers Centrepoint Ltd or Frasers Centrepoint Trust ?

I'm here,.............

Yes, the ASX is more complicated. Infos not readily available, and must have experience before being able to go into. ...

But odd,... the All Ordinaries and the S&P/ASX200 has been rising and rising in the last ten days when other indices have been falling,....

In already, bro,....

The Dow Industrials tried to reach 20000 pts for the last few days, but no able to do so and seemed stagnant. Not the Aussie Indices,... they keep climbing,...

Aussie mkt seems to be booming, bro,... In fact, I am hoping it will behave like the SGX so that I can load-up, but no, it won't,...

Guys,... DON'T TOUCH SABANA REIT ! Pls listen to me here,....

I know abt PLife REIT. Let's analyse the qtr-to-qtr performance here :-

1) For 4th. Qtr 2014, the DPU was 2.9000 Cts per unit, reported in January 2015.
2) For 4th. Qtr 2015, the DPU was 3.3700 Cts per unit, reported on January 26, 2016, due to a one-time gain of 0.38 Cts. Without the 0.3800 Cts, the 'normal' dpu would have been only 2.9900 Cts per unit, HIGHER than for 4th. Qtr 2014.
3) And finally, for 4th. Qtr 2016, the dpu now is 3.06 Cts per unit, HIGHER than for 4th. Qtr 2015. No more one-time special dpu today !

Hence, the 4th. Qtr NORMAL dpu has been GROWING from 2.90 Cts per unit (cpu) to 2.99 cpu to 3.06 cpu. I'm okay with this dpu, in fact, I estimated this time to be at 3.07 Cts, but was wrong by 0.01 Ct..

I have not read the report, but I theorise that Ascendas REIT's dpu grew because of the inclusion of the one-time special dpu this time ?

This post has been edited by Hansel: Jan 25 2017, 12:42 PM

Yes, that's right,... bro,.. First REIT,

But,.. somehow, I feel most REITs would be dropping divvy payouts this year,.....

Yes, focussing on the ASX then. Withholding Tax depends on yr residency, bro,..

Not sure,...prophet,..

Nothing in the SGX for now,... focussing on the ASX, and seeing some better values there now in the ASX ! But not selling in the SGX too,.. not doing DRP too.

A strategy in place,...

But this also means 20% or more of your available funds for investing is earning only 3% to 5% yield. Wouldn't you think this 20% or more shld be deployed out there for better ROI ?

That's the main point here : the brokerage discount at DBS,... must try to capitalise on this now. Ending in June 2017, right ?

Congratulations to all Manulife holders,... change RM into USD, buy Manulife REIT,...

Yeah,... that's a good point there, Gark,... I'm also in the same opinion. Business Parks seems to be a one of its kind now,... but having said that, the REIT that is very much into business parks seems to have not so good comments against it - Viva Industrial Trust. What's your opinion of this Viva ?

The assets for Croesus is attractive, but there are two points to note :-

1) They keep making cash calls :-

a) in October 2015 : OFFER OF 22 FOR 100 @ SGD 0.61
b) in August 2016 : OFFER OF 10 FOR 259 @ SGD 0.797

The units base would increase everytime the above happens, resulting in reduced dpu for unitholders.

2) The way they pay their dividends are erratic, it makes it quite hard to track the dividend payouts, eg :-

a) In 2015, they paid the dividend for period 010115 till 300615 on 28th September 2015, amount is SGD 0.0392, BUT
b) In 2016, on 28th September, 2016, they paid the dividend for period 040416 till 300616, ie half of the above period.

The same behaviour is also observed for the other earlier periods. Hence, it's hard to judge if the dpu is increasing compared against the previous corresponding periods.

Any comments to the above observations please ?

Sorry, forgot to attach this : https://www.dividends.sg/view/S6NU

Refer to the webpage above for a summary of the dividend- and corp action- related details. Or are there mistakes in the details on that webpage ?

This post has been edited by Hansel: Feb 15 2017, 03:49 PM

This healthcare trust has its properties in India, managed by the Singh brothers - Shrivinder and Malvinder,... heard lots of prbs with their organizations,...