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Singapore REITS, S-REITS
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AVFAN
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Jun 27 2016, 05:27 PM
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QUOTE(cherroy @ Jun 27 2016, 04:39 PM) Make no sense for reit to up so drastically, Capitalmall reit from 1.96 last Friday, today 2.08. Reit also can play contra and make decent gain! The only explanation is bond yield dropped severely, which make reit yield become attractive, if u hv been watching capmall, it is special - fairly volatile, probably due to its large cap, foreign funds at play. and u r right, this one can trade. i have said a few times in this thread - i do that 2-3 times a year!
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AVFAN
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Jun 27 2016, 06:07 PM
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QUOTE(McD_burger @ Jun 27 2016, 05:58 PM) Topglov listing in Singapore? topglov is not a reit, is it?
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AVFAN
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Jun 28 2016, 01:14 PM
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capitamall continues to rise.
suntec following suit!
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prince_mk
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Jun 28 2016, 02:44 PM
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Suntec is in erection. Same goes to Cap Mall.
TQ Bro Avfan.
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AVFAN
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Jun 28 2016, 05:40 PM
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QUOTE(prince_mk @ Jun 28 2016, 02:44 PM) Suntec is in erection. Same goes to Cap Mall. TQ Bro Avfan. just be mindful that capmall and suntec are fairly volatile. div will be declared in mid jul, price may go higher then. if price is good enough, i may sell them. then wait to buy back again later. This post has been edited by AVFAN: Jun 28 2016, 05:42 PM
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elea88
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Jun 28 2016, 09:36 PM
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QUOTE(AVFAN @ Jun 28 2016, 05:40 PM) just be mindful that capmall and suntec are fairly volatile. div will be declared in mid jul, price may go higher then. if price is good enough, i may sell them. then wait to buy back again later. i agree. i also on standby to sell Capmall & suntec. It normally will move up when nearer to div. and the capital gain is more than the div received.
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AVFAN
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Jun 29 2016, 01:41 PM
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capitamall is on a roll!
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elea88
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Jun 29 2016, 05:19 PM
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QUOTE(AVFAN @ Jun 29 2016, 01:41 PM) capitamall is on a roll!  suntec price at peak.. u sold? Was busy at work.. wanted to click sell.. then see time 5 plus... hopefully tomorrow same price.
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AVFAN
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Jun 29 2016, 05:59 PM
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QUOTE(elea88 @ Jun 29 2016, 05:19 PM) suntec price at peak.. u sold? Was busy at work.. wanted to click sell.. then see time 5 plus... hopefully tomorrow same price. i will wait for div announcements. unless capmall goes to 2.20. suntec... wait for 1.80. there is news that brexit is causing some huge funds going into sgx and hkx.
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TSprophetjul
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Jun 30 2016, 09:01 AM
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QUOTE(AVFAN @ Jun 29 2016, 05:59 PM) i will wait for div announcements. unless capmall goes to 2.20. suntec... wait for 1.80. there is news that brexit is causing some huge funds going into sgx and hkx. ALL the Negativity(pun intended) will drive investors to seek some returns from dividends. reits may see some more action due to Feds' expected dovish stance(What's new?)
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elea88
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Jun 30 2016, 09:11 AM
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QUOTE(prophetjul @ Jun 30 2016, 09:01 AM) ALL the Negativity(pun intended) will drive investors to seek some returns from dividends. reits may see some more action due to Feds' expected dovish stance(What's new?)  1.78 LIAO.. 1.80 coming... hmm.. sell or no sell?
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AVFAN
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Jun 30 2016, 10:16 AM
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QUOTE(elea88 @ Jun 30 2016, 09:11 AM) 1.78 LIAO.. 1.80 coming... hmm.. sell or no sell? very tempted... suntec, capmall... even capcomm also tempting! but i think i will still want to wait for div announcement.
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prince_mk
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Jun 30 2016, 10:06 PM
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I m keeping all of them. Not going to sell at d moment
Capital Mall, Capital Comm, Suntec were onsteroid
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elea88
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Jul 1 2016, 10:10 AM
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QUOTE(prince_mk @ Jun 30 2016, 10:06 PM) I m keeping all of them. Not going to sell at d moment Capital Mall, Capital Comm, Suntec were onsteroid waiting for 1.80 for SUNTEC. Bought in 2015 at 1.50.... my plan sell half of it. and wait if goes lower then buy back. keep the other half.
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AVFAN
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Jul 1 2016, 10:42 AM
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QUOTE(elea88 @ Jul 1 2016, 10:10 AM) waiting for 1.80 for SUNTEC. Bought in 2015 at 1.50.... my plan sell half of it. and wait if goes lower then buy back. keep the other half. suntec 1.80, yes, i will do same.
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nexona88
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Jul 1 2016, 03:40 PM
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AVFAN
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Jul 1 2016, 05:23 PM
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q'ed and sold some keppel dc 1.12 and capcomm 1.50. both about 10% cap gain after 9 months. will see what happens next.
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Vector88
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Jul 2 2016, 11:45 AM
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QUOTE(AVFAN @ Jul 1 2016, 05:23 PM) q'ed and sold some keppel dc 1.12 and capcomm 1.50. both about 10% cap gain after 9 months. will see what happens next.  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 This post has been edited by Vector88: Jul 2 2016, 11:46 AM
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AVFAN
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Jul 2 2016, 03:37 PM
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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  ya, 9 months ago in aug-sep, many reits were at their lows or way off highs. keppel dc was at 0.96 in jan 16. every year, there are a couple of unique opportunities to buy or to sell these int rate sensitive reits. the game is catch them right and yet get the dividends!
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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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