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 Singapore REITS, S-REITS

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bearbear
post Jul 27 2017, 10:24 AM

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aims 1.44
bearbear
post Jul 27 2017, 10:40 AM

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very tempted to sell cap mall trust if reach 2.1
bearbear
post Jul 27 2017, 02:20 PM

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QUOTE(terrysoh @ Jul 27 2017, 02:14 PM)
took in some AIMS @ 1.435, felt its heading towards a slight rebound
*
unless smtg that hit the market hard, I guess negative news then will bounce back

collect now also get divvy, I think can go in

This post has been edited by bearbear: Jul 27 2017, 02:20 PM
bearbear
post Jul 28 2017, 09:55 AM

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FLT divvy should be half yearly, next one should be Nov I think
bearbear
post Aug 2 2017, 07:50 PM

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QUOTE(Properlog @ Aug 2 2017, 07:40 PM)
Newbie here and survey for sometime,feel most of the Singapore REIT price is at the high side now, almost all the reit had been appreciate more than 10% in the past 52 week. Since the REIT interest is at 5-8%, worth to enter the market now or wait for lower price to enter?Appreciate if anyone can answer me😄.

*The less price appreciation in past 52 week will be Cache and Cambridge Industrial, safer to buy this two?
*
if you buy for long term, what is the difference?

high today can be low point in 3 years, it can also be highest point in 3 years time. who can tell?
bearbear
post Aug 3 2017, 09:26 AM

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QUOTE(Ramjade @ Aug 2 2017, 08:07 PM)
Got. Got lots of difference. Eg. Buy DBS at SGD6-7 vs now at SGD21.xx. Dividend between both of them big difference you know. Dividend right now is about 2% vs 8%+ at SGD6-7. Even buying DBS at SGD14+ also big difference between buying now.
*
bro what is the time period fot DBS to have fluctuate 200% ? your comparison is inrelevant.

we are talking reit here.

in reality, the difference maybe 0.5% or 1% difference in dividend. take Aims for example why did it drop? becsuse DPU drop. then reduce your return even lower price no?

This post has been edited by bearbear: Aug 3 2017, 09:32 AM
bearbear
post Aug 3 2017, 11:49 AM

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QUOTE(Ramjade @ Aug 3 2017, 10:47 AM)
That price was during 2008 incidence. As cherroy mentioned, most likely once in a lifetime event.

But SGD14 was real. Before trump won election, DBS was hovering at SGD14+. So if you had bought DBS at SGD14+, the dividend buying that time vs buying now is a lot of difference.

*
of course it was real, did you dump everything you had in? if.no, why not?

my point is if he sees value and price is right to him, he should buy. on theory anyone also know buy low sell high but when aims was dropping below 1.2x, did you not have doubt it will go down further?

it is always easy to look at history and say should have, I wait for this price again. if 5 yrs down the road Aims never drop below 1.43, his cash sit idle?
bearbear
post Aug 3 2017, 12:23 PM

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I did not say it cannot tank, and aims was just an example.

I said " if he sees value and the price is right", if want to hire people to get 3-4% we don't need to come here liao.
bearbear
post Aug 3 2017, 01:18 PM

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Also once you take a position, you can decide to average down or average up. Something I learn from you all here.

I am still a beginner too compared to the veterans here, sometimes buy also scare but come to think of it for REIT you look for dividend. As long as you dont sell, the market price doesn't really affect you. it is just like you stay in a one million house but you cannot sell it, just bragging rights or paper gain.
bearbear
post Aug 3 2017, 02:41 PM

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lol then bro ram forever no chance to add le tongue.gif

btw rcv rebate from DBSV for trades i made in April - May
bearbear
post Aug 3 2017, 03:06 PM

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what you have in mind?

Some already XD for July / Aug

im considering Lippo & AGT
bearbear
post Aug 3 2017, 03:10 PM

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QUOTE(elea88 @ Aug 3 2017, 03:07 PM)
i just see everyday.. which one is SUPER RED. then will just click buy..
Even with REITS one need to be carefull.. SABANA REIT is a lesson to be learned.

Lippo results coming soon. if u think will be good can add..

AGT still waiting.. coz div still far away.
*
Everyone seems to start looking at Indon, it is like all time high price. hmm.gif

AGT is early yes but seems when it's 'too near' + good news then price start going up. Now is summer so business should pick up. Then once this news come out you know what happen.
bearbear
post Aug 8 2017, 10:41 AM

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What happen with CapitalMall? up up up again
bearbear
post Aug 8 2017, 10:52 AM

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QUOTE(Ramjade @ Aug 8 2017, 10:51 AM)
Aims still don't want to drop  bangwall.gif  bangwall.gif
*
drop 1 cent liao from 1.43, apa lagi lu mao tongue.gif
bearbear
post Aug 8 2017, 02:12 PM

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QUOTE(elea88 @ Aug 8 2017, 01:47 PM)
cap mall trust.. why moving North?

hand itchy.. should dispose?

afterall already collected the div?
sold some earlier still got balance ... and collect back at 1.90? whats the chances?

then $$ recycle to?
*
problem is dont know recycle to where

my buy price is 1.98, about 6% nett gain include dividend for 4 months holding
bearbear
post Aug 10 2017, 10:11 AM

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CMall 2.08!! cheong arrr!!
bearbear
post Aug 16 2017, 09:51 AM

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Raffles Medical 1.11

RHT 0.855


bearbear
post Aug 16 2017, 10:09 AM

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QUOTE(gark @ Aug 16 2017, 09:54 AM)
Bought EC Reit at 78 cents..  E-commerce > retail devil.gif

Nothing much to but now a days.. bored.  yawn.gif

Havent added any to the portfolio.. since a few months ago..

except Singtel at 3.75 before the dividend issue..
*
singtel also roller coaster, I also bought similar price. up to 4 XD drop back 3.7x
bearbear
post Aug 16 2017, 11:32 AM

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QUOTE(elea88 @ Aug 16 2017, 11:28 AM)
i already key in waiting RAFFLES MEDICAL below 1.10...
*
you are so generous, I am reading 80/90 cents on HWZ
bearbear
post Aug 16 2017, 05:28 PM

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UMS proposing bonus issue wo, 20% dilution?

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