I will scratch out Keppel R and buy Keppel Corp instead (keppel reit is dumping group for keppel corp).

Investigate first. Later come tell us.

Sell.

I just realised parkway life is a good parking place while waiting for high dividend. It's stable, 4%+ returns.

No priority banking so need to be creative.

FCpT is looking to acquired properties in SG/AU.
Let's hope they acquire some AU malls

https://www.theedgesingapore.com/rhb-and-ci...ntrepoint-trust

Good news + ex date coming. Buy after ex date.

According to FCpT investor slide, occupancy at Northpoint as of 31/3/2017 = 60.7% (if we exclude Yishun 10 retail podium, occupancy at Northpoint is 59.4%). So I am guessing that by 30th Sept, occupancy at Northpoint will be at 73.5% as mentioned by the analyst.

http://www.fraserscentrepointtrust.com/~/m...n_May_2017.ashx
Page 30

I avoid all O&G related counters. If you really want O&G, the only good counter is Nordic (actually the only counter making money). As long as S\shale oil is here, Saudi/OPEC have no more say in determining fuel price.

Now a lot of reits going ex date. Price will shoot up. Better to grab after ex date.

This post has been edited by Ramjade: Jul 25 2017, 11:41 PM

That one is up to you. Different people different flavor. This may help you.
http://reitdata.com/category/yield/
http://investmentmoats.com/

Of course can. You need to contact RHB tradesmart on how to go about it/what are the charges/whether there is dividend fee/maintenance charges for foreign shares.
- Keep in mind, when you are buying from Malaysia brokers, you buy at premium vs if buy using SG brokers.

This post has been edited by Ramjade: Jul 26 2017, 09:57 AM

Cherroy is right. For me, how I choose, see this post:
https://forum.lowyat.net/index.php?showtopi...post&p=85126723

How to open a SG broker? Well you could have a SG broker without a SG bank account however having a SG bank account is a good thing as are able to move your money and invest in say their UT (their UT beats Malaysia hand's down)
https://secure.fundsupermart.com/fsm (This is a nominee account which means no IPO application for you). This is an online application without the need for a SG bank account

Other than that, they all basically need a SG bank account. If you are a trader, can consider Interactive Broker. They let you buy worldwide stocks but come a price (frequent trading) or else you will be slap with inactivity fees.

Next question you will be asking is how to open a SG bank account? Can that be done? Although SG govt is very strict in letting Malaysians have a bank account, I believed it still can be done.
https://forum.lowyat.net/topic/1440794/all

This post has been edited by Ramjade: Jul 26 2017, 10:37 AM

Liquidating my CMT
Hopefully someone bites

Sell now. Buy back later. Why opt for 1.x% dividend when I can get 5%+ profit Same here. Bought at that price. Look for 2.07. This is my first sell
Amazon most likely starting business this week.
https://www.theedgesingapore.com/amazon-sai...apore-soon-week

Can't wait for sell down of malls once it start operating

This post has been edited by Ramjade: Jul 26 2017, 11:09 AM

3 choices.
1) buy back CMT at lower prices (after ex date + amazon)
get 5% profit vs 1%+ dividend.
2) MCT
3) First reit

This post has been edited by Ramjade: Jul 26 2017, 02:16 PM

Sold CMT at 2.05. Didn't get 2.06
Now time for recyling capital

You can wait for amazon to operate. Then price will drop. If you notice, CMT price have drop from 2.07 > 2.04. It was hovering at 2.05-2.06 until after lunch. After lunch langsung tank to 2.04 - 2.05

History shows that it will drop

Memang ran away. It's ok. Can always buy after ex date. Also somehow I feel it's better I keep cash. Gut feeling. Better I take 5% profit vs 1%+ dividend. There's always chance now that official news said amazon will start operating this week!

Amazon is consider big enemy to retail. Previously retail slumber je because amazon postpone their opening. Now with news saying that amazon announced that going to start operating as soon as this week, I cannot miss this chance.

Alibaba will now battle amazon with retail reits caught in the middle.

This post has been edited by Ramjade: Jul 26 2017, 05:27 PM

I believed it will disrupt. Yes lazada was bought by alibaba, but I don't see them doing much of an impact (all items you can easily buy from china). Quality is not there.

If amazon will to bring their US items, I think lazada will be on their toes and so will other retail reits.

For those looking to play the anazon play, look at MLT. Amazon took up 100k sq ft of space.

This post has been edited by Ramjade: Jul 27 2017, 08:44 AM

Where do I get the NAV of the stock? Always wanted to look at the NAV.

What I meant is there any free public place where I can look at the NAV of the stock without going through the report?

Not just limited to viva. Others as well.

I am sticking with my initial price of 1.3x and below. No 1.3x, won't buy