div was 1.79+1.55.
price now still at 1.18!
yield 5.5%, will find chance to buy some more.
Singapore REITS, S-REITS
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Jul 22 2016, 10:15 AM
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All Stars
24,454 posts Joined: Nov 2010 |
keppel dc ex-div today.
div was 1.79+1.55. price now still at 1.18! yield 5.5%, will find chance to buy some more. |
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Jul 22 2016, 10:48 AM
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All Stars
12,268 posts Joined: Oct 2010 |
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Jul 22 2016, 11:35 AM
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Senior Member
4,174 posts Joined: Dec 2008 |
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Jul 22 2016, 01:05 PM
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All Stars
24,454 posts Joined: Nov 2010 |
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Jul 23 2016, 11:30 AM
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Senior Member
2,679 posts Joined: Oct 2014 |
Anyone buy Mapletree Greater China Commercial Trust?
Just now the one of the speaker (Affin Hwang) mentioned that we can consider on this but buy at your own risk. |
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Jul 25 2016, 02:35 PM
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Senior Member
4,174 posts Joined: Dec 2008 |
QUOTE(AVFAN @ Jul 21 2016, 06:54 PM) well, i said this many times... i only have 6 or less sg reits, no regular stocks, easy to monitor. capMALL today 2.14 cum the .0274 div.i am only in sgx for reit div. i never sell more than 1/2 of what i have. if i sell, i will buy back when the chance comes. capmall... u have some, right? watch this fella. can sell up to 1/2 if it gets to 2.25, yields goes <5%. buy back when it returns to <2.10. capcomm... can keep for a while, think still has some room to move up - as long as ecb and boj keep easing and not raise int rates... and nyse stays strong. Look like below 2.10 is coming.. soon. |
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Jul 25 2016, 02:45 PM
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All Stars
24,454 posts Joined: Nov 2010 |
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Jul 26 2016, 03:16 PM
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All Stars
24,454 posts Joined: Nov 2010 |
no chance to buy yet.... capmall returned to 2.18; ex-div thu 28 jul.
capcom, ex-div today, back to 1.51, nice. keppel dc is amazing... <1 week ex-div, roared back to 1.21. suntec will ex-div tmrw; div is 2.5 cent. now 1.73; will see if it will stay above 1.70. This post has been edited by AVFAN: Jul 26 2016, 03:18 PM |
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Jul 27 2016, 10:11 AM
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Senior Member
4,174 posts Joined: Dec 2008 |
http://www.sgx.com/wps/portal/sgxweb/home/...facts?code=M1GU
can REVISIT Sabana its slowly rebounding from the low... yield above 10% already. |
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Jul 27 2016, 11:16 AM
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All Stars
12,268 posts Joined: Oct 2010 |
QUOTE(elea88 @ Jul 27 2016, 10:11 AM) http://www.sgx.com/wps/portal/sgxweb/home/...facts?code=M1GU Question is whether they can even maintain this?can REVISIT Sabana its slowly rebounding from the low... yield above 10% already. Looking at their earnings, NPI, DPU, it's down trending since 2Q 2013! Not done a good job, have they? http://sabana.listedcompany.com/newsroom/2...UQ8DWXAY2.1.pdf |
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Jul 27 2016, 11:45 AM
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Senior Member
4,174 posts Joined: Dec 2008 |
QUOTE(prophetjul @ Jul 27 2016, 11:16 AM) Question is whether they can even maintain this? i looking looking only...Looking at their earnings, NPI, DPU, it's down trending since 2Q 2013! Not done a good job, have they? http://sabana.listedcompany.com/newsroom/2...UQ8DWXAY2.1.pdf still hesitated saw its price below BOOK VALUE... but then book value depends on valuation.. and its subjective right? |
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Jul 27 2016, 11:48 AM
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All Stars
12,268 posts Joined: Oct 2010 |
QUOTE(elea88 @ Jul 27 2016, 11:45 AM) i looking looking only... Yeah. Book value is based on the valuations of it's properties, which could go up or down.still hesitated saw its price below BOOK VALUE... but then book value depends on valuation.. and its subjective right? The same can be said for the other REITS. My issue with Sabana is the management is poor at addressing the anchor tenant issue few years back. It has come back to bite them. Real amateurs it seems |
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Jul 27 2016, 12:43 PM
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Staff
25,802 posts Joined: Jan 2003 From: Penang |
QUOTE(elea88 @ Jul 27 2016, 11:45 AM) i looking looking only... Book value may mean nothing if properties are not being liquidated at book value or leased to generate good income. still hesitated saw its price below BOOK VALUE... but then book value depends on valuation.. and its subjective right? There are plenty of ordinary stocks, typically property stock in Malaysia are trading at 0.5~0.8 book value (before revaluation as well). So if merely look at book value, those property stocks are even "cheaper" in valuation. |
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Jul 28 2016, 09:01 AM
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All Stars
12,268 posts Joined: Oct 2010 |
QUOTE(cherroy @ Jul 27 2016, 12:43 PM) Book value may mean nothing if properties are not being liquidated at book value or leased to generate good income. Book value matters because REITS typically depends on debt leveraging on the valuation of their properties to grow their business as they distribute out 90% of earningsThere are plenty of ordinary stocks, typically property stock in Malaysia are trading at 0.5~0.8 book value (before revaluation as well). So if merely look at book value, those property stocks are even "cheaper" in valuation. |
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Jul 28 2016, 02:23 PM
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All Stars
24,454 posts Joined: Nov 2010 |
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Jul 28 2016, 07:01 PM
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Newbie
2 posts Joined: Jul 2016 |
Since it affects REIT yields。When do you think interest rates are going to rise?
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Jul 28 2016, 07:28 PM
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All Stars
24,454 posts Joined: Nov 2010 |
QUOTE(ckw1215 @ Jul 28 2016, 07:01 PM) do u know how interest rates, fx work for SG?MAS?http://www.bloomberg.com/news/articles/201...-interest-rates |
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Jul 29 2016, 12:41 AM
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Senior Member
2,145 posts Joined: Mar 2009 From: 1BORNEO |
how do most of you trade SREITs?
via local broker or open 1 bank acc & trading acc in Singapore? Would opening a bank acc & trading acc in S'pore be cheaper compared to trading directly via m'sian broker? |
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Jul 29 2016, 09:55 AM
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Junior Member
19 posts Joined: Nov 2012 |
QUOTE(TSOM @ Jul 29 2016, 12:41 AM) how do most of you trade SREITs? It is advisable to open a trading account thro Singapore stock broker or thro bank likes SCB singapore who claim charge lower rate than normal rate besides those privileged account holder who will enjoy better rate. via local broker or open 1 bank acc & trading acc in Singapore? Would opening a bank acc & trading acc in S'pore be cheaper compared to trading directly via m'sian broker? SCB charge 0.02% n clearing fees 0.00325% with a minumum broker fees of S10 effect 1/8/2016 for normal acc holder. Alternatively u think u r not trading big sum n traded once in a blue moon then go thro yr local broker which will charge higher n other service charge if u received dividend thro their nominee acc, if I am not wrong. |
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Jul 29 2016, 11:30 AM
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Senior Member
2,145 posts Joined: Mar 2009 From: 1BORNEO |
QUOTE(Sandy2028 @ Jul 29 2016, 09:55 AM) It is advisable to open a trading account thro Singapore stock broker or thro bank likes SCB singapore who claim charge lower rate than normal rate besides those privileged account holder who will enjoy better rate. for this, I need to be physically in Singapore??QUOTE(Sandy2028 @ Jul 29 2016, 09:55 AM) SCB charge 0.02% n clearing fees 0.00325% with a minumum broker fees of S10 effect 1/8/2016 for normal acc holder. thanks for the info. This looks good. QUOTE(Sandy2028 @ Jul 29 2016, 09:55 AM) Alternatively u think u r not trading big sum n traded once in a blue moon then go thro yr local broker which will charge higher n other service charge if u received dividend thro their nominee acc, if I am not wrong. but I think we need to subscribe to overseas stock exchange before we can trade stocks outside Malaysia, right?and also need to maintain a foreign currency bank account for SGD which usually charges USD$4 per transaction, I think? |
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