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 Singapore REITS, S-REITS

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TSprophetjul
post Nov 13 2015, 11:02 AM

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QUOTE(Hansel @ Nov 13 2015, 10:38 AM)
Hi prophet,.. well, to me, I will cost-averaging in if I am not sure if the price will drop further. OTOH, if I am more than 57% confident that the price will drop further, then I hold my bullets. When the stats above drops below,... say 45%, then can shoot one bullet at a time, but don't spray the gun like some NS men do,.... biggrin.gif
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What data do you use to analyse to get that confidence?
TSprophetjul
post Nov 17 2015, 08:28 AM

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QUOTE(Hansel @ Nov 16 2015, 07:57 PM)
Not yet,...hold your warchest till beginning of December,...
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waiting for the rate hike? biggrin.gif
TSprophetjul
post Nov 17 2015, 10:24 AM

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QUOTE(Hansel @ Nov 17 2015, 09:30 AM)
Yeah,... I am of the opinion that as we approach mid-December, the adrenalin built-up by then would be so strong that the institutional investors would be forced to sell-out due to their rules-of-engagement.
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self fulfilling prophecy. thumbup.gif
TSprophetjul
post Nov 19 2015, 08:27 AM

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QUOTE(Hansel @ Nov 17 2015, 09:30 AM)
Yeah,... I am of the opinion that as we approach mid-December, the adrenalin built-up by then would be so strong that the institutional investors would be forced to sell-out due to their rules-of-engagement.
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Looks like market is already numded or priced in the hike. biggrin.gif
TSprophetjul
post Nov 20 2015, 11:24 AM

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QUOTE(elea88 @ Nov 19 2015, 11:40 AM)
http://www.reitsweek.com/2015/11/viva-indu...g-exercise.html

who got VIVA IND

Meanwhile the preferential offering comprises of an issuance of 101,071,000 new stapled securities at an issue price of SGD0.715 per new unit and will raise gross proceeds of approximately SGD72.3 million. The offering will be made on the basis of one new stapled security for every seven existing units in the trust as at 5.00 p.m. on 26 November 2015.
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i have Viva. But i don't understand these stapled securities.
Am i eligible for them?

TSprophetjul
post Nov 20 2015, 11:28 AM

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QUOTE(Hansel @ Nov 19 2015, 09:00 PM)
Well,...at least Viva has retail shareholders in mind to offer this preferential offering, unlike Cache which did a placement exercise recently, and diluted our holdings..

But be careful of industrial REITs, if they are heavy on warehouse spaces, there could be some headwinds ahead due to incoming supply. If they are more into business parks, then it would be worth considering.
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According to data, its bizpark 70.4%, hotel 14.6%, light industry 12.1%, logistics 2.9%

TSprophetjul
post Dec 2 2015, 08:21 AM

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QUOTE(prince_mk @ Dec 1 2015, 08:33 PM)
As for a start, intend to buy Keppel Reit and Cache Logistic. But why the price dropped so much? Advisable to go in now as fed might increase rate.
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Industrial reits are generally down as the economy is expected to shrink
TSprophetjul
post Dec 19 2015, 10:00 AM

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Good time to start accumulating. Yields are gaining.........only for long term
TSprophetjul
post Dec 19 2015, 10:11 PM

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QUOTE(prince_mk @ Dec 19 2015, 03:15 PM)
yes...i planned to keep more and long term. 50% in ut and 50% in reits. now all my fsm UT were in bloody red.  cry.gif

what do you have in your portfolio (if you mind sharing for rest of us)
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i have AimsCap, Sabana, Cambridge,Soilbuildbiz, Croeseus,Viva
TSprophetjul
post Dec 21 2015, 08:38 AM

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QUOTE(prince_mk @ Dec 20 2015, 01:57 PM)
Shall I add Cambridge, Viva and Sabana into my portfolio?

Any advise
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It's better you make your own assessment and decision. smile.gif
TSprophetjul
post Dec 21 2015, 09:07 AM

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QUOTE(prince_mk @ Dec 21 2015, 09:02 AM)
I have done some..but cant see much too.

Sabana not that good. I saw some funds invested in Cambridge and  Viva.

Will try see some other resources
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i bought some Sabana actually.........high divs. That's the only plus point. In any case, i sold Sabana at 1.33 so i thought it's time i bought some back biggrin.gif
TSprophetjul
post Dec 21 2015, 09:13 AM

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QUOTE(prince_mk @ Dec 21 2015, 09:10 AM)
I aiming some good and high dividend reits. That s y wanna ask for recommendation to zoom in some good ones.
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You may want to read up here to help you along.

http://reitdata.com/
TSprophetjul
post Jan 4 2016, 09:29 AM

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QUOTE(prince_mk @ Jan 3 2016, 05:16 PM)
I m a newbie...

Usually u all keep how much of units? 10000 units?

Just anxious if i keep buying..

So far, my portfolio are :

Soilbuilderbiz 2000
Keppel Reits 2000
Croesus 1000
Cache Log 1000

Queuing for Suntec 1000 today.

Hmmm...wonder should i put more in UT? But lately some of my UT were bloodg red. Thinking of Reits will give be a consistent passive income. Hence i switched slowly to Reits. Oppss Singapore Reits to be exact. tongue.gif
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Think about asset allocation.

How much S Reits do you want in your portfolio?
TSprophetjul
post Jan 6 2016, 11:32 AM

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QUOTE(AVFAN @ Jan 6 2016, 10:40 AM)
i actually want to dump singtel but the price... sad.gif

will add to keppel dc when the chance arrives.
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Keppel Corp down big today.
TSprophetjul
post Jan 6 2016, 11:44 AM

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QUOTE(AVFAN @ Jan 6 2016, 11:37 AM)
hit by continuously falling oil price, i guess.
little to do with keppel dc, right?
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Yeah.
Different from DC. It's the holding company
TSprophetjul
post Jan 12 2016, 09:06 AM

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Yields, yields or yields?

What do you look for in this type of correcting market?
The Reits are becoming cheaper or not?

Sustainability of the biz. Short or long term?

Types of biz. Short and long term?

Decisions.
TSprophetjul
post Jan 12 2016, 12:22 PM

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QUOTE(elea88 @ Jan 12 2016, 11:47 AM)
what u buying?

Today i considering CORESUS - .79
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Not yet.
TSprophetjul
post Jan 13 2016, 02:22 PM

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QUOTE(elea88 @ Jan 13 2016, 11:36 AM)
alert: Croesus .77 today . time to go in?
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Why not?
TSprophetjul
post Jan 14 2016, 08:54 AM

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QUOTE(prince_mk98 @ Jan 13 2016, 09:08 PM)
Croesus 0.77 today ? got meh?

I m thinking to go in also.
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think low was 0.775 for a bit
TSprophetjul
post Jan 14 2016, 09:04 AM

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Yeah...........discount,sales coming thick and fast.
Think DJ just cracked some support.....sub 16k coming soon

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