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 Singapore REITS, S-REITS

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yck1987
post 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! thumbup.gif
crude's driving us markets driving asian markets.

watch crude!
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CCT up 4.5% now. rclxms.gif
yck1987
post 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. tongue.gif
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after sell switch to which counter?
yck1987
post 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?
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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.
yck1987
post 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?
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Mine gain 10% already. brows.gif
yck1987
post 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.  laugh.gif
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I'm interested at Cache manage by ARA, good to catch some now?
yck1987
post 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.  sweat.gif
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Thanks for your view, I personally think Cache is still undervalue and good to hold for longer term plus yielding at 10%.
yck1987
post 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 ...  tongue.gif
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So are you going in with ARA or already holding? Big gain in this 2 days.
yck1987
post 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. biggrin.gif

hope chance comes before div announcement in about a month's time.
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what is your tp to re-enter for both of them? I wish to keep some for both biggrin.gif

now I have FCT and CCT for similar category.

This post has been edited by yck1987: Mar 11 2016, 10:45 AM
yck1987
post 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. tongue.gif
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both drop today. can start looking for buy back ...
yck1987
post 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.
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I'm thinking to sell cap com yesterday at 1.50, today drop back already doh.gif
yck1987
post 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
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hi prince, did you lock in profit for OCBC? from 7.xx now 9.25 already. So tempted to sell already. blink.gif
yck1987
post May 13 2016, 05:04 PM

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QUOTE(elea88 @ May 13 2016, 04:15 PM)
I THINKING of collecting...
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i will average down if drop further more.
yck1987
post 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.
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I have AIMS too ๐Ÿ‘๐Ÿ˜„
yck1987
post 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.
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time to pile up your favourite? CMT , suntec or CCT? smile.gif
yck1987
post May 19 2016, 05:57 PM

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QUOTE(elea88 @ May 19 2016, 04:02 PM)
me too.. Starhill & suntec
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me too, just catch AIMS today @ 1.35. smile.gif
yck1987
post 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....
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I only have FCT that mainly focus on suburban malls targeting local resident. smile.gif
yck1987
post 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 smile.gif
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Same here, I sold Fct too last week. Waiting for the next dips.
yck1987
post 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
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RMG ~ PLIFE ~
combo meal thumbsup.gif
yck1987
post 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!
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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. smile.gif
https://www.glprop.com/our-network.html


yck1987
post 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.
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๐Ÿ‘ chances to clear sell my stocks.

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