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 Singapore REITS, S-REITS

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Hansel
post Mar 9 2017, 02:06 PM

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QUOTE(MGM @ Mar 9 2017, 11:34 AM)
So better to sell Reits now n buy back after pullback?
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QUOTE(gark @ Mar 9 2017, 01:00 PM)
Nothing is certain.. for REITs i rather not speculate. Only collect if prices meet the yield you want.
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Bro MGM,... I have to agree with gark,... don't wish to speculate after I've managed to buy the ctrs that I wanted at good prices. Sometimes, the effort and charges incurred may not be worth it.
Hansel
post Mar 9 2017, 02:13 PM

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QUOTE(elea88 @ Mar 9 2017, 01:22 PM)
I learning from REIT MANAGER.

REcycle CAPITAL...!!!!
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For me, this activity only starts if the fundamentals or quality of a company that I hold changes into the negative (say the dpu has been reduced drastically),... then I will take profit and go look for another counter.
Hansel
post Mar 10 2017, 11:57 AM

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Why are the REITs still not falling ? REITs shld be falling by now,... prior to NFP numbers tonight !
Hansel
post Mar 10 2017, 12:56 PM

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When the USD strengthens, SGD will strengthen too,... when compared to the RM.
Hansel
post Mar 10 2017, 01:19 PM

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QUOTE(Ramjade @ Mar 10 2017, 01:11 PM)
Thanks for the tip.
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biggrin.gif biggrin.gif That's what my wife used to tell me every now and then,... biggrin.gif
Hansel
post Mar 14 2017, 06:36 PM

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QUOTE(elea88 @ Mar 14 2017, 10:46 AM)
wish its that easy... But i think maybe all costed in.

So, its sell now buy back next week?
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QUOTE(AVFAN @ Mar 14 2017, 10:53 AM)
no, i do nothing for now.
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QUOTE(Showtime747 @ Mar 14 2017, 01:06 PM)
Tempted to do that also....but what if the price never come down ?

Always the dilemma in uncertain market....

So, I stay put. Look see first. Only decide when market more stable
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Hmm,... I never do the above,... in this scenario,... never,...
Hansel
post Mar 14 2017, 07:00 PM

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QUOTE(AVFAN @ Mar 14 2017, 10:15 AM)
all eyes now on fed meeting next 2 days.

us 10 yr 2.615% now.

if fed hikes rate and comments hawkish on next hikes this year (predicted 3 total), reit prices will come under pressure.
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So,.. 1 hike in March, left two further hikes for the rest of this year,... when is going to be the next one ?? In May ?
Hansel
post Mar 16 2017, 10:45 AM

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QUOTE(bearbear @ Mar 15 2017, 04:04 PM)
most reit green arrow
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............and rose further at open this morning after the rate hike early this morning,... no chance to buy anymore !!!!!!!!!!!
Hansel
post Mar 17 2017, 10:09 AM

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Yeah,.......OPPOSITE effect this time,...my eyes dropped out too,....

Glad I bought earlier and not waited and waited till now,... at least today, I can still average UP,.... and not wait again for the next rate hike,...

Who knows, at the next hike,... may go up even further !!!!!!!!!!!!!!!
Hansel
post Mar 21 2017, 02:35 PM

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Too busy to check every morning,... i"m queueing Frasers Logistics and Industrial Trust,.. last bought at $0.955 on Mar 17.

Bought UMS at a high of $0.700 on Feb 15,... my overall average price is at $0.6705,....now ran away already, can't buy anymore !

Bought Parkway Life REIT at a high of $2.46 on Feb 20, my overall average price is at $2.1126, a bit high now,... can't buy anymore.
Hansel
post Mar 21 2017, 05:20 PM

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QUOTE(prophetjul @ Mar 21 2017, 02:42 PM)
SREits are in general too pricey......no growth and compressing yield. Not good.
Better fish elsewhere.
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Right,... I heard this too from some pals in the legal fraternity,... Yeah, SREITs are expensive now, but hopefully, being expensive has its qualities,...
Hansel
post Mar 22 2017, 09:17 AM

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Yeah,... be careful,... don't just look at the yield only,...

FLIT vs Cache,.. If you're holding neither of them now, can buy both. To be safer, buy FLIT only !
Hansel
post Mar 22 2017, 10:20 AM

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QUOTE(prince_mk @ Mar 22 2017, 09:22 AM)
Sifu,

I will see the financial income in the Bloomberg b4 buying any reits. don't really look at the yield.

maybe after I had enough of stable / good reits, then I will put some in HY reits (a manner of gambling) as my sub portfolio.

as for now, I would rather go for performance, quality and stability of the reits as you advised earlier to me.

Hard earn money. sweat.gif
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Yes bro,... thumbsup.gif
Hansel
post Mar 22 2017, 10:43 AM

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QUOTE(elea88 @ Mar 22 2017, 10:08 AM)
My Cache is now at -10% capital loss. however after cost in dividend receive.. its +1%...
since 2015.

Last added was Mar 2016.

Now looking at it.. thinking to add.. or do nothing?

intend to add at .75 .. 

https://sgx.i3investor.com/servlets/ptres/10758.jsp

Increasing its exposure in Australia
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Mine was accumulated since 2011, and last bought in April 2013. I'm at a 20% loss in terms of capital, but with the divvies collected throughout the years,...I'm stll at a slight positive after factoring in the capital loss,...

I chose not to run away from this one,... I still believed in Daniel Cerf,... I ran away from Sabana.

I am of the opinion that for now, Aussie industrial prop plays have potential,... I am invested directly into the ASX REITs too, many of which are Aussie industrial props,... I observed there is potential,...

This conviction is further reinforced by the fact that many SG REITs are rushing into Aussie industrial props too recently, if you noticed, incl the Cache and FLIT.

I won't add into Cache for now,... but I will keep queuing for FLIT,....
Hansel
post Mar 22 2017, 11:32 AM

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QUOTE(AVFAN @ Mar 22 2017, 11:27 AM)
CDL... i had it for like 2 years.
last sold at 1.63, 5% cap loss.
now, price is 1.40. sweat.gif
u hv the patience. notworthy.gif

i surely cut loose anything that goes >10% cap loss, whatever the dividend.
becos sooner or later, the yield will go down.
soilbuildbiz... this one i had cut loose at 0.71 after 11% cap loss.
now 0.65.. will see if can go back in... i kinda like another industrial reit.
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More like I would still like to bet on Cache after attending their AGM last year,... still the risk remains there,... smile.gif
Hansel
post Mar 22 2017, 02:43 PM

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QUOTE(AVFAN @ Mar 22 2017, 02:07 PM)
isn't that "old" news that caused it to drop from high of 1.21 to 1.18 current?
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Yeah,... that's right,.. the price dropped to 1.15, or something like that when the ctr started trading ex-Rights,...
Hansel
post Mar 22 2017, 06:53 PM

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QUOTE(bearbear @ Mar 22 2017, 02:50 PM)
sifu sekalian

for FLIT the last announcement of dividen was ex date 7  Nov. (financial period 20 June till 30 Sept)

isn't it they are due to announce for last quarter 2016? or they can drag to only 2 announcement a year?
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Hi bro,... In FLIT Financial Year system, their 1st Quarter is from Oct 1st till Dec 31st.. They have already reported their performance in the form of : Financial Statements and Related Announcement::First Quarter Results, which was broadcast on SGXNet on Feb 3rd., 2017. A dividend was also announced in the above, BUT this dividend is NOT given out yet.

This dividend will be paid out TOGETHER with their 2nd Quarter payout, which is the payout for the period from Jan 1st. till Mar 31st.. Since we are still in the month of March, the results are still being 'accumulated' till Mar 31st..

I predict their Second Quarter Results will be released in late-April or early-May 2017, a bit late since this is their first year of operation... Watch out for the next ann't of the : Notification of Results Release.
Hansel
post Mar 23 2017, 12:18 AM

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QUOTE(elea88 @ Mar 22 2017, 09:13 PM)
https://www.reitsweek.com/2017/03/cache-log...n-property.html

finalised AUD prop...
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Yes,... tq for the article,.. hoping for more to come from Cache,...
Hansel
post Mar 24 2017, 10:43 AM

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UMS and Parkway LIFE ran further away,... FLIT is edging away,... can't buy anymore !
Hansel
post Mar 24 2017, 07:56 PM

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QUOTE(Hansel @ Mar 24 2017, 10:43 AM)
UMS and Parkway LIFE ran further away,... FLIT is edging away,... can't buy anymore !
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QUOTE(AVFAN @ Mar 24 2017, 06:17 PM)
becos of "trump bump becoming trunp dump" fears! biggrin.gif
http://www.cnbc.com/2017/03/22/trumps-heal...correction.html
we will know tonight.
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Yeah,... mkt is 'thinking' of going back to pre-elections levels,... keep hearing abt this over Bloomberg and Squawk Box in the last two days,...

AND,... today : FLIT has pulled away further out,,......

This post has been edited by Hansel: Mar 24 2017, 07:57 PM
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