hence the daily increase in share price...

Buy or not? All still waiting correction.. like weeks already no sign of any correction?

drop cause some will move the fund else where but I doubt will drop too far. I decide to buy some now cause I am worry the market bull too much. we are still 1-2 months away from divvy and by then I dont know how much it will go up.

if really fall and still confident just average down ba

I am trying to buy croesus at 0.89. See can get or not. 8.04% also ok

(i) This is business trust or reit? Cause I saw the gearing at about 45% and still ok. No rights
(ii) How come my order not furfilled? I queue it at 0.89 price drop to 0.89. At least fulfilled partially la

I think 0.87 also hard to get. 

But I queue since 11am.  :confused: Price only drop to 0.89 at about 4pm

Btw, if I queue at night (like now) vs queue tomorrow morning got difference?

They are not reits, so they don't need to bother with gearing. Which means they can take in loan to buy assets. They don't need to do a right issue.

If they don't do a right issue, the price won't drop...
Unless they do right every year

Bro,... just a theory,.. careful,.. 

If they don't acquire new properties/assets, then they would not need to issue placements or rights,.. they will stay status quo. But then, if this happens, the income available for distribution will also stay constant, assuming all property expenses do not increase due to whatever reasons.

But,..they can also do placements or rights offering for asset enhancement activities and for working capital though...

...either way, they will need more money to have a chance of increasing our dpu. They can't take loans from Japan anymore due to capping of the loan packages that have met the capped level.

There is one more way by which the dpu can increase, ie after one year[SIZE=7], if there is a positive rental reversion clause or condition set inside the lease agreement. Other than this, I don't see any other way by which they can increase our dpu,... they could only 'defend' the dpu payout amt,...

I stand open to corrections in the above,... in case I missed out on anything !

Tq bro,... if the manager also holds units of Croesus, that would be the incentive to increase the dpu amount too, right ?

But, yes, without the additional incentives of earning more performance fees, this mgr may not push for asset size increase so hard anymore. When was the manager internalized ?

The manager may not be increasing the asset size anymore after this, hence, no possibility for dpu increase from here on,...sure, unit holders could perhaps do something, but it may be messy,... looking at what's happening to Sabana now.

But one hope for us is the sponsor may want to continue monetizing their assets. However, what sort of asset pipeline does this sponsor have ? Who's the sponsor of Croesus anyway ?

And finally,.. I believed the writer did not attend FCT's AGM last year, prior to FCT starting the big AEI works for Northpoint ! I asked a question in the AGM : how is FCT going to maintain the DPU for us unitholders when a number of lots could not be rented out due to works being done from March 2016 till September 2017 ?

The mgmt replied me, and heard by all unitholders in the hall at the industrial complex : We will take more of our fees and incentives in units rather than in cash, hence, we will free up more cash to give out to unitholders. 

... careful of what we read in these SG blogs,..

Wah like that meh? Was thinking to look into mreits.

viva q 0.79 cannot get

CMT q few hours 1.97 filled

Haiz. Everything running away

Want to buy also think twice.  Want to change RM also SGD so high

What does this mean "holdings sure gained equivalent a few years of divvy already"?

Er you mean IDR right or you indian rupee?

Now waiting for frasers commercial to exceed my buying price then sell it at profit. Then wait for them to confirm that they will lose HP as tenant then buy back again  Hopefully boleh jadi   

Btw, does singtel at 3.90 seems ok to you?

Irony

so, those reits collecting INR will benefit?

djia future now falling.. See if sales gonna happen or not...

We all small time RETAILER only....