suggest me some tipsi on good buy now. I think I miss out the recent rally

Tipsi is dangerous biz...

It's a matter of personal preference about yield, stability, liquidity.

yes, there was a great window recently to buy.

you cant time it to buy or sell, it never works.

Really, read the last 10 pages or so, you will see the "suggested" ones.

But if you ask for comments on a specific REIT, some people may comment.

Just be careful on Suntec, very volatile ... OCBC research doesn't seems to be positive on this stock. The others research houses (DBS, RHB, HSBC) mostly have a SELL or HOLD rating on the stock
http://sgx.i3investor.com/ptservlet.jsp?sa=pts&q=Suntec+Reit



Suntec REIT reported a 20.4% YoY increase in its 3Q15 gross revenue to S$86.1m, while DPU grew 8.3% to 2.522 S cents, of which 0.182 S cents per unit (S$4.6m) was contributed by distribution from capital. Results were within our expectations. The larger available space at Suntec City mall following the completion of its AEI has coincided with the soft leasing environment, making rental negotiations more challenging, in our view. Overall committed passing rent for Suntec City continues to soften, while management has to deal with lease expiries totalling 21.4% and 27.7% of its total office and retail NLA in FY16, respectively. Given a 6.0% drop in Suntec REIT’s share price since we downgraded the stock to a ‘Sell’ on 21 Jul 2015, we believe the market has priced in some of the negatives. Hence, we upgrade the stock to HOLD, with an unchanged fair value estimate of S$1.50.

3Q15 results within our expectations
Suntec REIT reported a 20.4% YoY increase in its 3Q15 gross revenue to S$86.1m. This was driven by the opening of Phase 3 of Suntec City mall following the completion of the AEI and better performance from Suntec Singapore. DPU grew 8.3% YoY to 2.522 S cents, of which 0.182 S cents per unit (S$4.6m) was contributed by distribution from capital. Results were within our expectations. On a 9M15 basis, Suntec REIT’s gross revenue jumped 17.7% to S$242.0m, forming 76.7% of our FY15 forecast. DPU of 7.252 S cents represented a growth of 6.3%, and this constituted 74.8% of our full-year projection.

Leasing challenges remain
Suntec REIT unveiled the official opening of Suntec City yesterday, following the completion of its S$410m AEI which started in Jun 2012. This has resulted in a bump up in the mall’s NLA from 855,000 sq ft to 960,000 sq ft, with an overall committed occupancy of 96.4%, as at 30 Sep 2015 (+1.1 ppt QoQ). The larger available space has coincided with the soft leasing environment, making rental negotiations more challenging, in our view. Overall committed passing rent for Suntec City stands at S$12.03 psf per month (on a stabilised basis), which was a dip from the previous quarters (2Q15: S$12.12 psf per month; 1Q15: S$12.15 psf per month; 4Q14: S$12.27 psf per month). Although Suntec REIT has minimal leasing risks for the remainder of FY15 for its office and retail portfolio, the situation is far more uncertain for FY16, as management has to deal with lease expiries totalling 21.4% and 27.7% of its total office and retail NLA, respectively.

Upgrade to HOLD on valuation grounds
Suntec REIT’s share price has fallen 6.0% since we downgraded the stock to a ‘Sell’ on 21 Jul 2015. We believe the market has priced in some of the negatives, and we now see limited downside returns ahead. Hence, we upgrade the stock to HOLD, with an unchanged fair value estimate of S$1.50. Suntec REIT is currently trading at FY15F P/B ratio of 0.77x and offers a distribution yield of 5.9%.

This post has been edited by Vector88: Oct 24 2015, 03:39 PM

1.70 today.

div ex date wed 28 oct.

Starhill Global REIT just released a very good results IMHO.. all the numbers look good..

DPU up
NPI up
no debts mature till 2018
reasonable gearing level ard 35%
interest rates are almost fully hedged
current price still below NAV

any negatives that u guys see ? only -ve part I see is the currency risk as about one third of its revenue derived from AU and MY

that is probably the major reason for the price to be stuck at 80 cents for so long!

6.3% yield... i am thinking of getting out of this one after 2 yrs..

This post has been edited by AVFAN: Oct 27 2015, 07:14 PM

suntec, capitamall div ex'ed.

starhill div announced.


next, one of the last for season - aims - 29 oct.

what to buy after all the divs in?

tough one!

fed just said "no hike", so the reits are relieved - until dec when teh fed thingy returns to haunt markets again.

i have not noticed anything striking to consider buying.




first reit (fret) - why the 10 cents drop today?

Lippo Mall and First Reit have plans to relocate the REIT from SGX to IDX.. according to its CEO

This post has been edited by gark: Oct 29 2015, 11:01 AM

ahh... i read about lippo, did not know the other.

fret manager says "uninformed"!

http://www.investmentmoats.com/money-manag...stment+Moats%29

but shares still drop. so, how? U letting go? or wait confirm news?

Sell on rumour buy on news leh....

no, i keep, wait n see. as my cost is low enough.

New IDX rules gives HUGE advantage to REIT taxation.. many other developers are also interested with huge asset base like Ciputra and Pakuwon.

By moving the listing from SGX to IDX, the owners will get huge tax breaks up to 15%.

But there is no official regulation yet, so everyone is wait and see...

This post has been edited by gark: Oct 29 2015, 01:48 PM

Additional note IDX has been very aggressive in 'forcing' local companies to list in IDX.. by using political power.

There are a few companies which does not need capital nor want to be listed is being pushed to get listed status.. or suffer the consequence.. like Newmont and Freeport mining..

Reits seems to slide further after Yellen hint of raising rate in Dec... Bear comes back to haunt the market...

Surprise to see first reit slide to a new low, below 1.2 today... What happened? Relieve to get out during the market rout last month...

Btw, anyone here receive the rights for Croesus ? I applied for excess rights but I am not sure about the application status...

First i think is spooked by the transfer to the Indo stock exchange. There was a discussion here earlier

FRET is screwed...

Time to BUY or BYE?