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Singapore REITS, S-REITS
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yck1987
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Feb 15 2016, 05:03 PM
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QUOTE(AVFAN @ Feb 15 2016, 02:34 PM) last fri dow +313, crude +12%. sgx today +2.7%. all stocks and reits up, up. enjoy! crude's driving us markets driving asian markets. watch crude! CCT up 4.5% now.
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yck1987
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Feb 18 2016, 10:36 AM
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QUOTE(AVFAN @ Feb 18 2016, 10:23 AM) watching suntec and capitamall closely. they have recovered well since low in aug-sep 2015. a couple more cents, i will be selling. i take these two as tradeable reits.  after sell switch to which counter?
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yck1987
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Feb 19 2016, 10:24 AM
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QUOTE(prince_mk @ Feb 19 2016, 07:36 AM) Capital comm 1.40 expensive or not? me will consider if drop to 1.31 again. any idea why FCT mall reits flying? mine paper gain 8% not including div up to date now.
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yck1987
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Feb 23 2016, 02:15 PM
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QUOTE(Vector88 @ Feb 23 2016, 10:58 AM) FCT on steroid lately, anyone knows what happen? Mine gain 10% already.
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yck1987
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Mar 3 2016, 12:53 PM
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QUOTE(gark @ Mar 3 2016, 11:33 AM) Nobody interested in ARA asset management? 4.5% yield.. very stable income stream. They are manager of REITs, several listed and unlisted REITs. Get back the money you pay for the reit management.  I'm interested at Cache manage by ARA, good to catch some now?
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yck1987
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Mar 3 2016, 01:53 PM
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QUOTE(gark @ Mar 3 2016, 01:24 PM) Emm their Aussie properties looks Ok with long WALE. For their SG based industrial property is a bit shaky, occupancy is coming down and rental revision is not going up. look at what is happening to sabana for now.. the DPU keeps dropping and so it the price.  Thanks for your view, I personally think Cache is still undervalue and good to hold for longer term plus yielding at 10%.
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yck1987
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Mar 3 2016, 02:06 PM
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QUOTE(gark @ Mar 3 2016, 01:56 PM) Only concern for me is their biggest property at $349 million which the leasehold land is expiry in exactly 19 years time. Thier new DHL distribution hub is impressive, with long WALE. Not a bad stock, but have invest with both eyes open ...  So are you going in with ARA or already holding? Big gain in this 2 days.
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yck1987
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Mar 11 2016, 10:43 AM
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QUOTE(AVFAN @ Mar 11 2016, 10:16 AM) everyday, waiting for suntec and capitamall to get lower to buyback. 1.67, 2.12... not low enough. hope chance comes before div announcement in about a month's time. what is your tp to re-enter for both of them? I wish to keep some for both  now I have FCT and CCT for similar category. This post has been edited by yck1987: Mar 11 2016, 10:45 AM
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yck1987
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Mar 31 2016, 10:42 AM
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QUOTE(AVFAN @ Mar 31 2016, 09:22 AM) dividend announcements coming soon again. can't wait anymore... will start trying to buy back suntec and capitamall.  both drop today. can start looking for buy back ...
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yck1987
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Mar 31 2016, 04:32 PM
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QUOTE(AVFAN @ Mar 31 2016, 04:28 PM) -12? yesterday close was 2.12. now 2.09. I'm thinking to sell cap com yesterday at 1.50, today drop back already
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yck1987
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Apr 14 2016, 03:49 PM
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QUOTE(prince_mk @ Apr 14 2016, 10:51 AM) Selling off my STI ETF at 2.92. Made some profit abt 10 cents hi prince, did you lock in profit for OCBC? from 7.xx now 9.25 already. So tempted to sell already.
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yck1987
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May 13 2016, 05:04 PM
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QUOTE(elea88 @ May 13 2016, 04:15 PM) I THINKING of collecting... i will average down if drop further more.
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yck1987
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May 14 2016, 04:47 PM
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QUOTE(prince_mk @ May 14 2016, 04:39 PM) Lippo Malls REIT reports 5.1% increase in DPU for 1Q 2016. anyone jumping in again? AIMS AMP Capital Industrial REIT records 3.5% increase in DPU for 4Q 2016. maybe I should consider this. I have AIMS too ๐๐
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yck1987
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May 19 2016, 10:35 AM
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QUOTE(AVFAN @ May 19 2016, 10:08 AM) can expect reit yields to trend up, prices to trend down. time to pile up your favourite? CMT , suntec or CCT?
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yck1987
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May 19 2016, 05:57 PM
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QUOTE(elea88 @ May 19 2016, 04:02 PM) me too.. Starhill & suntec me too, just catch AIMS today @ 1.35.
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yck1987
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May 26 2016, 04:05 PM
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QUOTE(elea88 @ May 26 2016, 03:29 PM) http://www.ejinsight.com/20160524-empty-st...ppers-paradise/Empty stores multiply in Singapore, no longer shoppersโ paradise OH no.. indication to start trimming our RETAIL REITS? Suntec STarhill OUE HOSP.... I only have FCT that mainly focus on suburban malls targeting local resident.
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yck1987
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Jul 4 2016, 08:13 AM
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QUOTE(Vector88 @ Jul 2 2016, 11:45 AM) I sold fraser centerpoint too as it hits 52 weeks high and yield dips below 6%... It is amazing how reits had turnaround from roughly 9months to now.. Everyone was bearish on reits due to feds rate hike, to now ppl are bullish about it bcs of brexit and funds are flocking to high yield assets  Same here, I sold Fct too last week. Waiting for the next dips.
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yck1987
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Aug 30 2016, 05:03 PM
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QUOTE(prince_mk @ Aug 30 2016, 04:59 PM) Good strategy too. Catch them all. How abt Singapore Medical Group for growth purpose RMG ~ PLIFE ~ combo meal
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yck1987
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Sep 16 2016, 04:58 PM
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QUOTE(prince_mk @ Sep 16 2016, 04:20 PM) now only realised that SGX market is open for today. omg! Green Green day today. If bet on no rate hike this month, shall I increase more exposure to reits? Was looking at high vol trade counter like capmall & suntec. Anyone? Btw, I just added GLP to my portfolio last 2 days. https://www.glprop.com/our-network.html
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yck1987
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Sep 22 2016, 08:43 AM
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QUOTE(AVFAN @ Sep 22 2016, 02:16 AM) fed no rate hike. all markets incl sgreits should rally tmrw. ๐ chances to clear sell my stocks.
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