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Singapore REITS, S-REITS
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AVFAN
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Mar 9 2015, 10:05 AM
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QUOTE(elea88 @ Mar 9 2015, 07:10 AM) Hmm.. Dec , Feb Div all in already. Hand itchy.. What 2 buy? Money sitting in ac not earning interest..... Initial plan was to buy back existing... but price moving up so fast. today got chance! i just switched: sold all ireit, put in firstreit n aimsamp. so, it's bye to ireit global...
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AVFAN
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Mar 9 2015, 03:16 PM
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QUOTE(elea88 @ Mar 9 2015, 02:14 PM) becos fri, us jobs report show very good improvement->rate hike now expected in june rather than sep/oct. us stocks sneeze, all the rest catch a cold! it is interesting to watch us stocks the night before. it usually gives a hint what will happen over here the next day. like the rm...us rate hike expectations->strong usd->oil price drop->->rm sure to fall. today rm almost at 3.69/usd, even sgd succumbed to 1.38/usd. if oil price drop further this week, many currencies will get battered further. and watch 1mdb-rm: QUOTE This post has been edited by AVFAN: Mar 9 2015, 03:28 PM
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AVFAN
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Mar 9 2015, 03:16 PM
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QUOTE(elea88 @ Mar 9 2015, 03:14 PM) nice!
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AVFAN
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Mar 10 2015, 09:47 AM
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QUOTE(elea88 @ Mar 9 2015, 07:10 AM) Hmm.. Dec , Feb Div all in already. Hand itchy.. What 2 buy? Money sitting in ac not earning interest..... looking stable... soilbuildbiz? this one on top of my add list, waiting for last dividends from aimsamp and ireit (sold).
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AVFAN
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Mar 10 2015, 12:47 PM
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QUOTE(AREA51 @ Mar 10 2015, 10:47 AM) hey people, out of curiosity which investment bank are you using? I am using Maybank Global Trading but its interface is very limited  is that maybank2u.com? slow... meaning platform is slow or sgx stock data not real time?
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AVFAN
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Mar 10 2015, 01:19 PM
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QUOTE(AREA51 @ Mar 10 2015, 01:10 PM) speed is ok... just that integration with maybank2u online stocks (KLSE) is poor. For example I cant see the queue depth except for the best buy and best sell queue. Also I can't view my trust balance in SGD, can only depend on the monthly statement to keep track. i see... i used it some years ago, thought it was ok for bursa. now i am using cimb itrade - there were issues before but since they got out of java with a new platform last year, no complaints. been very satisfactory - prices, charts, buy-sell, orders, reports, statements, up time. for sgx and other foreign bourses, need to subscribe to get real time. if not, it's a 15 min lag data.
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AVFAN
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Mar 11 2015, 01:36 PM
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QUOTE(elea88 @ Mar 11 2015, 12:21 PM) another red day. IREIT is slowly but surely.. declining. Luckily u sold. the writing's been on the wall for some time. actually could hv sold at 86-87 pre-div. others can go down and recover. that one... unidirectional for months!
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AVFAN
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Mar 12 2015, 08:40 PM
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QUOTE(elea88 @ Mar 12 2015, 04:39 PM) ireit.. 0.80... another MERAH. ireit...bad... must be sentiment that with ecb qe, euro going down much faster than sgd. better u sell before it gets to 70. others mostly ok... first reit 1.35.
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AVFAN
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Mar 13 2015, 12:17 PM
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may need to re-evaluate the low yield ones... QUOTE Is Singapore REITs’ stellar run about to hit a wall? http://www.cnbc.com/id/102501963
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AVFAN
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Mar 16 2015, 10:50 AM
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QUOTE(elea88 @ Mar 12 2015, 04:39 PM) ireit.. 0.80... another MERAH. still holding? 0.785. first reit, back to 1.36.
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AVFAN
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Mar 16 2015, 12:41 PM
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QUOTE(gark @ Mar 16 2015, 12:16 PM) As long as USD goes up and up... SGD REITs will suffer.. Wait for the U turn in USD..  actually, it's more about that particular reit, ireit global - offices in germany, revenues in euro, reit price in sgd. that sucks at this time with the euro down the tubes. other sgx reits are holding quite well.
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AVFAN
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Mar 18 2015, 09:23 AM
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QUOTE(apagranpa10 @ Mar 18 2015, 08:59 AM) Thats weird. Are u serious ? there was a couple of reports in the media about his worsening condition. fx... nothing significant... still 1.39/usd, 2.66 to rm. very old man, u know. sg gomen is surely trying to manage the news, sgreans to give the world status statesman a good humane farewell, not a political or economic one.
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AVFAN
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Mar 18 2015, 02:01 PM
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QUOTE(elea88 @ Mar 18 2015, 01:00 PM) All reits merah.. time to shop which ones u looking at? my watchlist mostly flat. not ireit, pls!  0.745, big vol too...
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AVFAN
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Mar 20 2015, 12:10 AM
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QUOTE(Vector88 @ Mar 19 2015, 11:24 PM) Sold some reit lately..collecting cash while waiting fed to drop the bomb within this year... Then can start collecting... not a bad idea. fed bomb in jun, jul, sep, oct... that's the wait. but if all that expectation is being priced in now, the actual hike itself may be a sort of "non-event"...?
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AVFAN
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Mar 21 2015, 06:21 PM
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good read: QUOTE Singapore's situation is unique as its central bank makes use of the exchange rate, not interest rates, as a monetary policy tool. The Monetary Authority of Singapore steps in to buy or sell the Sing dollar when it goes too high or too low relative to a basket of currencies of our major trading partners. - See more at: http://www.straitstimes.com/news/business/...a.HvGlO6jK.dpuf
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AVFAN
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Mar 24 2015, 05:44 PM
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QUOTE(elea88 @ Mar 24 2015, 05:08 PM) keppel DC reit dipped to 1.00 already... down 4 cents... wait for another 2-3 cents drop, rm a little stronger, can buy!
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AVFAN
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Mar 26 2015, 12:41 PM
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QUOTE(wjchay @ Mar 26 2015, 11:48 AM) Hi guys, I am looking for charts that shows historical P/E or historical P/NAV over 1-5 years. I am using CIMB itrade. Can someone let me know how to go about doing this, or point me to the right direction? Otherwise, can I do this in yahoo or bloomberg? Thanks. i doubt u can find such detailed data in itrade. try this site, there should be more sgx data than anywhere else: http://www.sgx.com/wps/portal/sgxweb/home/...orporate_action
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AVFAN
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Mar 27 2015, 10:58 AM
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div season approaching, can detect movements...
first reit inching up again, announcement on 14 apr.
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AVFAN
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Apr 2 2015, 02:17 PM
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QUOTE(elea88 @ Mar 9 2015, 03:14 PM) fret... 1.41, all time high... u must be happy... so am i! several ib's been telling sell-sell capitamall last few weeks, but it's been going up. yield approaching 5.0%. think all driven by expected better dpu annoucements later this month. rm/sgd = 2.7035/2.6905. This post has been edited by AVFAN: Apr 2 2015, 02:24 PM
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AVFAN
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Apr 8 2015, 04:25 PM
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QUOTE(elea88 @ Apr 8 2015, 02:58 PM) div all in.. what 2 buy? so Quiet??? div in? all yet to declare, coming next 2-3 weeks, right? i m actually thinking of selling a couple, then wait n see... capitamalltrust is on top of the list, yield 5%, time to let go. will decide once div announcement is out.
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