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 Singapore REITS, S-REITS

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Ramjade
post May 26 2017, 11:05 AM

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QUOTE(elea88 @ May 26 2017, 10:58 AM)
i sold off all my holdings with DBS at .755
then buy back with MKE at .72...

but i started since  2015 at .79 average down at .51 in 2016.

so my average price is below .6. without costing in div collected over the years.
at this price now.. i am not sure if its good entry... maybe wait first?
i hv not use GOOGLE FINANCE GRAPH before.. share link pls.
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https://www.google.com/finance?q=SGX:ADQU

Just click 1d 5d 1m 3m 6m YTD 1y 5y 10y max for the duration you want.
You can scroll by click and drag to see left and right.

Also tell you dividend yield.

QUOTE(bearbear @ May 26 2017, 11:01 AM)
elea,

i believe you just have to type "XXX share price" on google then the graph will pop up. can see historical price up to 5 years
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No need. I usually type eg.
Aims amp google finance

This post has been edited by Ramjade: May 26 2017, 11:06 AM
Ramjade
post May 26 2017, 09:37 PM

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QUOTE(terrysoh @ May 26 2017, 09:36 PM)
CapitalCom Trust dropped 5 cents today, any bad news?

Seems like a better choice now
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Still too high.
Ramjade
post May 27 2017, 10:08 PM

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QUOTE(prince_mk @ May 27 2017, 09:34 PM)
The rep from CapitalM said Amazon might be coming here 2nd quarter. That s d price for CMT is still not stable and bit difficult to go sky high.

She also said eCommerce has also become a competitor to retail mall biz too. Haizzzzz
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Hmmm... Maybe consolidate my CMT+FCpT -> MCT?
Alibaba (Lazada) vs Amazon and retail mall in the middle. sad.gif dry.gif

This post has been edited by Ramjade: May 27 2017, 10:08 PM
Ramjade
post May 28 2017, 07:00 AM

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QUOTE(prince_mk @ May 27 2017, 09:34 PM)
The rep from CapitalM said Amazon might be coming here 2nd quarter. That s d price for CMT is still not stable and bit difficult to go sky high.

She also said eCommerce has also become a competitor to retail mall biz too. Haizzzzz
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I think sell CMT + FCpT away before annoucement then buy back after official announcement when retail reits start bleeding.
Ramjade
post May 29 2017, 12:37 PM

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prince_mk FLT send me a letter asking want to receive money in SGD or AUD. That's why I said go compare other AU industrial reit if you want to earn AUD.
Ramjade
post May 29 2017, 12:51 PM

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QUOTE(elea88 @ May 29 2017, 12:49 PM)
i no choice take SGD..
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I choose SGD so can deploy elsewhere. AUD is counter productive for me as I don't have any AU counter.
Ramjade
post May 29 2017, 09:21 PM

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New upcoming "international" REIT IPO.
QUOTE
AEP Investment Management and HNA Group are planning to list what is likely to be the biggest initial public offering this year – a commercial real estate investment trust with assets from Australia, the UK and Singapore valued at $1.5 billion.

IPO portfolio will comprise five properties, with 46% of the portfolio in Australia, 27% in the UK, and 26% in Singapore.

Two of properties – StarHub Green in Ubi, with an occupancy of 94.7%, and 41 George Street in Brisbane, which is 99.8% occupied – are from Basil Property Trust, which is managed by AEP.

A third property, Trident Place Business Park, Hatfield, which is 100% occupied, is from AEP’s UK Separate Account Fund.

The two remaining properties are office buildings in Sydney and Adelaide.

Out of the total assets, 58% of the portfolio is on freehold land. Weighted average lease to expiry is 5.4 years, and 93% of leases by gross rental income have built-in escalations.

Since the gearing at IPO is likely to be 28.6%, the REIT has the potential to acquire properties.
http://www.theedgemarkets.com.sg/commercial-reit-ipo-works
Sounds interesting. But UK offices...

This post has been edited by Ramjade: May 29 2017, 09:23 PM
Ramjade
post May 30 2017, 02:26 PM

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QUOTE(AVFAN @ May 30 2017, 02:11 PM)
caiptacomm at all time high now, i think, 1.68.

itchy to sell partial... but yield is still 5.8%, ok.

suntec almost at all time high, 1.825, yield 5.5%.

question always is.... sell to buy what?!! biggrin.gif
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Buy first reit. First reit about 6.5%
Ramjade
post May 30 2017, 06:12 PM

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QUOTE(prince_mk @ May 30 2017, 06:09 PM)
Buy BOQ bank smile.gif
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After plus 30% tax nett dividend berapa?

This post has been edited by Ramjade: May 30 2017, 06:13 PM
Ramjade
post May 30 2017, 08:27 PM

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QUOTE(prince_mk @ May 30 2017, 08:16 PM)
above 6% ++

I just bought this counter 2 mths ago before the ex date. so far d dividend doesn't disappoint me tongue.gif
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Good dividends for bank. Wish SG bank also give that high also. But I think will switch my CMT to MGCCT/First reit tongue.gif

This post has been edited by Ramjade: May 30 2017, 08:28 PM
Ramjade
post May 30 2017, 09:19 PM

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QUOTE(prince_mk @ May 30 2017, 08:42 PM)
Ramjade,

Did u buy Accordia reits ? the dividend is tempting too.

today,the price dropped to 0.73 yet thee ex date is coming soon 9 June 2017.

thinking to add this counter. I know Elea has this counter.

other forumers have this counter ?? can share some view ?
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Accordia is good counter to buy. But somehow I feel that if US does a major correction, accordia will be on even higher discount. Potential 10% return. I want Raffles but this is a buy and wait counter. Price is at 52 weeks low 1.38. But how long can wait? If it can go back to all time high, there's about 300% profit.

QUOTE(prince_mk @ May 30 2017, 08:46 PM)
I m also thinking to let go CMT but I lost sgd100. so, I better keep them first.
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How did you lose SGD100? Bought too high? If I sell now, I still profit SGD27.
Ramjade
post May 30 2017, 10:53 PM

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QUOTE(prince_mk @ May 30 2017, 10:42 PM)
Worth to buy now ? Or wait after ex date ??
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If I am buying, I will wait until ex date. Let it drop few more points. At least I can get at 0.6x+. Unless it's already priced in. With div dropping, I want my yield to be as high as possible. Transition from 0.73 > 0.6x is pretty big discount.

Forgo this round dividend and go for next round icon_rolleyes.gif

This post has been edited by Ramjade: May 30 2017, 10:57 PM
Ramjade
post May 31 2017, 09:08 PM

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QUOTE(prince_mk @ May 31 2017, 09:05 PM)
CapitaLand Mall Trust (C38U.SG) drops amid weaker 1Q results, but OCBC still sees room for stock gains after having already risen 5.8% this year. "Although the operating environment is likely to remain tough, we believe CMT's stature as a quality defensive blue-chip stock would still provide value for investors." The firm is Singapore's largest retail REIT by market value.

Today, CMT shot up to 1.99 Ramjade, you may queue to sell tmrw morning.
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Don't know if want to sell or not. Once Funan start operating, Div will go up.
Sell CMT, keep MCT and Frasers hmm.gif confused.gif

This post has been edited by Ramjade: May 31 2017, 09:10 PM
Ramjade
post May 31 2017, 09:30 PM

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QUOTE(prince_mk @ May 31 2017, 09:13 PM)
I feel like reluctant to sell CMT seeing its up alrdy.

not sure whether to go for MCT or not.
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If sell, want to put where? Everywhere so expensive. Once MCT acquire Mapletree Business City 2, their yield will go up. The question is when... MCT have Vivocity which from what I know is huge. If amazon really threaten CMT, FCpT, the mall most likely to survive would be vivocity (size and location factor - heard everyone who wants to go to sentosa have to go through vivocity)
bearbear, elea88 is vivocity like our midvalley?

This post has been edited by Ramjade: May 31 2017, 09:31 PM
Ramjade
post Jun 1 2017, 12:46 AM

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QUOTE(bearbear @ May 31 2017, 10:00 PM)
I had a look at MCT, the yield seems not so attractive also?

Correct there is a monorail at vivo that get you into sentosa, vivo is linked with harbourfront (also come with jetty for speedboat going to Batam, all cruises stop here too)

Size wise may not be MV but i think it has similarity.

If for Vivo city alone, i will say go. But i haven't study their other property which seems more like offices.
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I based this on 2 things:
1) size of mall
2) google review. 4000+ give good review about the mall.

QUOTE(prince_mk @ May 31 2017, 10:29 PM)
Yes.. i just came back frm there too.

If u took bus from KL, it will stop there too. Very convenient
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How much is the price of bus ticket?
KL > SG
SG > KL

Which bus did you take?
Ramjade
post Jun 1 2017, 01:15 AM

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QUOTE(bearbear @ Jun 1 2017, 01:14 AM)
Only Aeroline stops at Vivo

KL - SIN RM95
SIN - KL RM117
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Thanks. Like that I take airasia cheaper. notworthy.gif
Ramjade
post Jun 1 2017, 01:26 AM

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QUOTE(bearbear @ Jun 1 2017, 01:16 AM)
Useful for kuli like me, flight tend to get very expensive on weekends.
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Flights cost KL > SG RM59-69, SG > KL RM100+
Train cost only RM59 KL > JB/JB > KL. Always took train tongue.gif
Ramjade
post Jun 1 2017, 10:06 AM

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QUOTE(bearbear @ Jun 1 2017, 01:28 AM)
try search sin-kl on friday evening / night

kl - sin on sunday night

easily 400 - 500 return

Try crossing the custom on friday evening, 2-3 hours guaranteed
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Try airasia/jetstar. If you book 1-2 months in advance, won't be that expensive. Alternatively instead of flying out from Changi, fly from Senai. Flying out from Chnagi pay SGD. Flying out from senai pay RM.

QUOTE(elea88 @ Jun 1 2017, 08:55 AM)
No need so urgent sell.. I will only dipose if profit.
Anyway for me CMT my holding is small.

Recently visited 3 CMT outlet.

JCUBE, IMM & WESTGATE.

jcube, westage is crowded on a weekeday. IMM bit quiet and rundown as its suppose be factory outlet.

suffering maybe Raffles ...
I will hang on first unless price increse suddenly and I can make a profit to switch.
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If you are selling, where will you switch to?

QUOTE(elea88 @ Jun 1 2017, 09:00 AM)
i take First Coach and realise price increase to RM150 return. using TUAS with no jam.. and no traffice at imigresen.

then went to some website saw got bus leaving from KLSENTRAL is RM45 one way... which is much cheaper...
but not sure which route it takes.

[Ramjade]
Got train go Singapore? Can you give me details..
Last i check the is no train to Singapore. Only up to Gemas.
I do not taking train for the joy ride with my kids.
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I have heard of First coach. People say very comfortable.

Last time got. Now "no". Here's their new route.
KL Sentral/KL station (depending where you want to get up) > Gemas > JB sental > Bus/train across Causeway > Woodlands.
This is night train. Waiting time at Gemas is ~30minutes.
Cost: I think RM59 (KL sental > JB sentral). There's senior citizen discount for this route. RM5 for 5 minutes train ride across the Causeway (no senior citizen discount for 5 minutes ride). This trian (going into SG) will be packed like rush hour komuter/MRT. Bus to woodlands is cheaper but never tried bus.

Woodlands > Bus/train across Causeway > JB Sentral > Gemas > KL sentral/KL station
Again this is night train.
Waiting time: 4 hours at Gemas station. Last time no need to wait. Once arrive at Gemas, can striaght hop onto the KL bound train.
Cost: SGD5 for woodlands train > JB sentral. Again it's packed. I think bus across the Causeway cost ~SGD1.90 or lesser.

Cost for JB sentral > KL sentral = RM59. There's senior citizen discount for this route.

Duration:
KL sentral > Gemas: 2 hours
Gemas > JB sentral: 4 hours

Hope this info is useful. Oh ya, if your kid is studying in malaysian uni, can apply for student card to use for KL sentral > JB sentral route.
Ramjade
post Jun 1 2017, 10:58 AM

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QUOTE(elea88 @ Jun 1 2017, 10:50 AM)
http://www.theedgemarkets.com.sg/mapletree...ord-high-14-bil

this article will tell you to continue support the brand MAPLETREE..

haha.
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Some say the 4 mapletree are like the 4 heavenly king.
Ramjade
post Jun 1 2017, 01:03 PM

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QUOTE(Properlog @ Jun 1 2017, 12:57 PM)
Hi all taikor...would like to open an account for trading REIT...need your input on which broker have better service/fee charge/efficiency? Thanks in advance for your inputs.
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DBS Vickers because I am buying for long term (I am holding) and right now, it cost only SGD5/trade.

After june, will switch to maybank KE and make use of the SGD10 promo. Already set up my KE. Now going to try apply for maybank mcep + maybank usd foreign currency account. No fall below fee biggrin.gif if use mcep to apply.a Going to post them my application on monday.

There's only 3 I will recommend.
1) Standard Chartered SG Online trading. This is the cheapest among all broker. But hard for malaysians to get. Get this if you can
2) Maybank KE prefunded
3) DBS Vickers cash upfront.

1) and 2) are nominee account while 3) is direct. For 1) and 2) the shares are kept with the banks respectively. For 3) your shares are kept with CDP. Good thing about DBS Vickers cash upfront is min SGD18 or 0.18% whichever is higher for buying (non promo). Other direct account charges min SGD25 or 0.25% whichever is higher for buying. For selling, no difference between other direct account at min SGD25 or 0.25% whichever is higher.

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