Welcome Guest ( Log In | Register )

689 Pages « < 128 129 130 131 132 > » Bottom

Outline · [ Standard ] · Linear+

 Singapore REITS, S-REITS

views
     
AVFAN
post Jul 22 2016, 10:15 AM

20k VIP Club
*********
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! rclxms.gif

yield 5.5%, will find chance to buy some more.
TSprophetjul
post Jul 22 2016, 10:48 AM

10k Club
********
All Stars
12,268 posts

Joined: Oct 2010

QUOTE(AVFAN @ Jul 22 2016, 10:15 AM)
keppel dc ex-div today.

div was 1.79+1.55.

price now still at 1.18! rclxms.gif

yield 5.5%, will find chance to buy some more.
*
thumbsup.gif one!

Just like my Accordia........ biggrin.gif

This post has been edited by prophetjul: Jul 22 2016, 10:48 AM
elea88
post Jul 22 2016, 11:35 AM

Look at all my stars!!
*******
Senior Member
4,174 posts

Joined: Dec 2008


QUOTE(prince_mk @ Jul 21 2016, 09:41 PM)
Bro Avfan

I remember what u told me - Capmall and Suntec.

I m keep topping up. No worries.

In sgx, would u focus on growth stock?
*
SUNTEC price drop and its CD.
AVFAN
post Jul 22 2016, 01:05 PM

20k VIP Club
*********
All Stars
24,454 posts

Joined: Nov 2010
QUOTE(elea88 @ Jul 22 2016, 11:35 AM)
SUNTEC price drop and its CD.
*
this one, i wait for <1.70 to buyback.
prince_mk
post Jul 23 2016, 11:30 AM

Look at all my stars!!
*******
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. tongue.gif
elea88
post Jul 25 2016, 02:35 PM

Look at all my stars!!
*******
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.

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.
*
capMALL today 2.14 cum the .0274 div.

Look like below 2.10 is coming.. soon.
AVFAN
post Jul 25 2016, 02:45 PM

20k VIP Club
*********
All Stars
24,454 posts

Joined: Nov 2010
QUOTE(elea88 @ Jul 25 2016, 02:35 PM)
capMALL today 2.14 cum the .0274 div.

Look like below 2.10 is coming.. soon.
*
yep, if it closes at 2.13-2.14, may see <2.10 ex-div on 28 jul.

div is 2.74 cents.

waiting...! biggrin.gif

This post has been edited by AVFAN: Jul 25 2016, 03:02 PM
AVFAN
post Jul 26 2016, 03:16 PM

20k VIP Club
*********
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. rclxms.gif


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
elea88
post Jul 27 2016, 10:11 AM

Look at all my stars!!
*******
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.
TSprophetjul
post Jul 27 2016, 11:16 AM

10k Club
********
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

can REVISIT Sabana

its slowly rebounding from the low... yield above 10% already.
*
Question is whether they can even maintain this?

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
elea88
post Jul 27 2016, 11:45 AM

Look at all my stars!!
*******
Senior Member
4,174 posts

Joined: Dec 2008


QUOTE(prophetjul @ Jul 27 2016, 11:16 AM)
Question is whether they can even maintain this?

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
*
i looking looking only...
still hesitated

saw its price below BOOK VALUE...

but then book value depends on valuation.. and its subjective right?
TSprophetjul
post Jul 27 2016, 11:48 AM

10k Club
********
All Stars
12,268 posts

Joined: Oct 2010

QUOTE(elea88 @ Jul 27 2016, 11:45 AM)
i looking looking only...
still hesitated

saw its price below BOOK VALUE...

but then book value depends on valuation.. and its subjective right?
*
Yeah. Book value is based on the valuations of it's properties, which could go up or down.
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
cherroy
post Jul 27 2016, 12:43 PM

20k VIP Club
Group Icon
Staff
25,802 posts

Joined: Jan 2003
From: Penang


QUOTE(elea88 @ Jul 27 2016, 11:45 AM)
i looking looking only...
still hesitated

saw its price below BOOK VALUE...

but then book value depends on valuation.. and its subjective right?
*
Book value may mean nothing if properties are not being liquidated at book value or leased to generate good income.

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.


TSprophetjul
post Jul 28 2016, 09:01 AM

10k Club
********
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.

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.
*
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 earnings

AVFAN
post Jul 28 2016, 02:23 PM

20k VIP Club
*********
All Stars
24,454 posts

Joined: Nov 2010
QUOTE(elea88 @ Jul 25 2016, 02:35 PM)
capMALL today 2.14 cum the .0274 div.

Look like below 2.10 is coming.. soon.
*
haiz...

capmall ex-div went back to 2.14.

suntec ex-div went back to 1.73.

no chance to buy still! dry.gif



one piece of good news... starhill is back to 0.81, ok now. laugh.gif


ckw1215
post Jul 28 2016, 07:01 PM

New Member
*
Newbie
2 posts

Joined: Jul 2016
Since it affects REIT yields。When do you think interest rates are going to rise?
AVFAN
post Jul 28 2016, 07:28 PM

20k VIP Club
*********
All Stars
24,454 posts

Joined: Nov 2010
QUOTE(ckw1215 @ Jul 28 2016, 07:01 PM)
Since it affects REIT yields。When do you think interest rates are going to rise?
*
do u know how interest rates, fx work for SG?MAS?

http://www.bloomberg.com/news/articles/201...-interest-rates
TSOM
post Jul 29 2016, 12:41 AM

Look at all my stars!!
*******
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?
Sandy2028
post Jul 29 2016, 09:55 AM

New Member
*
Junior Member
19 posts

Joined: Nov 2012
QUOTE(TSOM @ Jul 29 2016, 12:41 AM)
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?
*
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.

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.
TSOM
post Jul 29 2016, 11:30 AM

Look at all my stars!!
*******
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?

689 Pages « < 128 129 130 131 132 > » Top
 

Change to:
| Lo-Fi Version
0.0618sec    0.82    6 queries    GZIP Disabled
Time is now: 9th December 2025 - 04:05 PM