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 Singapore REITS, S-REITS

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TSprophetjul
post Jul 20 2017, 12:02 PM

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I wish I can sell some of the Reits.

However, I am already 40% cash position for my equity portfolio.

Now I am looking at Croesus cash too.

Aikkksss
TSprophetjul
post Jul 20 2017, 01:57 PM

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QUOTE(elea88 @ Jul 20 2017, 01:18 PM)
Why sell Croesus .. not waiting?
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Not selling into market.

But the expectation is there. So more $$$$$$$ to deal with.
TSprophetjul
post Jul 20 2017, 01:59 PM

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QUOTE(AVFAN @ Jul 20 2017, 01:41 PM)
40%?! biggrin.gif

i'm trying to get to 20%.
sold part capitacomm today - 1.73, all time high now... yield 5.3% only.

this counter has been v gud for me.
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Yeah....too much cash. Been wading into high risk US yields..... sweat.gif
TSprophetjul
post Jul 20 2017, 08:47 PM

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QUOTE(Hansel @ Jul 20 2017, 03:25 PM)
That's why,... don't simply sell, bros,... unless you are really sure the mkt will crash. If your funds sit there idling, then you are losing out on opportunity cost. YOU are losing ou on the dividend that you could possibly be earning had you not sold. And not to mention the possible further gains of the stock price, ie, high becoming even higher !
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There's a SISta here.... biggrin.gif
TSprophetjul
post Jul 21 2017, 08:22 AM

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QUOTE(elea88 @ Jul 20 2017, 10:42 PM)
TQ.. Auntie here.. haha
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We are not ALL youngstas here....... hint biggrin.gif
TSprophetjul
post Jul 24 2017, 12:22 PM

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QUOTE(bearbear @ Jul 24 2017, 12:09 PM)
q2 dpu drop 10% to 1.8cents

this was one of counter that got away for me...will add if the price drop to mid 80s
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DPU has been dropping. But price of share rising. Not good to add this time.

Note also that out of the 1.8 cents, there is a capital distribution

QUOTE
Cache has announced a distribution of 1.800 cents per unit for the period from 1 April 2017 to 30 June 2017 comprising a taxable income component of 1.501 cents per unit, a tax-exempt income component of 0.286 cents per unit and a capital distribution of 0.013 cents per unit. Distribution will be paid on 28 August 2017.


This post has been edited by prophetjul: Jul 24 2017, 12:24 PM
TSprophetjul
post Jul 24 2017, 02:51 PM

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QUOTE(elea88 @ Jul 24 2017, 02:31 PM)
i added .89 and will add if drop some more... -5% now.
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Looks like Cache sales coming.....you gotta deep pockets! biggrin.gif
TSprophetjul
post Jul 24 2017, 02:58 PM

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QUOTE(Ramjade @ Jul 24 2017, 02:56 PM)
Auntie have deep pockets. No worry on that part.
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laugh.gif thumbup.gif laugh.gif
TSprophetjul
post Jul 24 2017, 03:46 PM

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QUOTE(elea88 @ Jul 24 2017, 03:44 PM)
hold few years la...
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Means DEEPpp Pockets. thumbsup.gif
TSprophetjul
post Jul 24 2017, 04:21 PM

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QUOTE(elea88 @ Jul 24 2017, 04:00 PM)
My relationship with CACHE is since 2015 from .98..
added at .83 and .80.

my average is about .83.. dunno why i itchy hand go buy .89.. haha.
enticed by the CD...

but i hv confidence that CACHE will turnaround fast... just wait.

and while waiting... get paid dividend.

19 properties.... should be o.k right?
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Yeah

Cache is quite established Reit. In long term, it should do fine.
TSprophetjul
post Jul 24 2017, 04:34 PM

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QUOTE(cherroy @ Jul 24 2017, 04:32 PM)
The selling volume of Cache is pretty high.
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Yeah...lots of selling pressure.

Notice the return of CAPITALL?

TSprophetjul
post Jul 24 2017, 04:49 PM

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QUOTE(cherroy @ Jul 24 2017, 04:45 PM)
Ya.

Just read an investment bank coverage, that just gave a target price of 0.77.  rclxub.gif
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Ouch! Return of capitall does not sound good. It seems strange for a REIT to return Capital. Appears to be a way of propping up the DPU from Capital?

TSprophetjul
post Jul 25 2017, 08:48 AM

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QUOTE(prince_mk @ Jul 25 2017, 08:27 AM)
What to buy after divvy?

Aims
Capital Comm
Keppel Corp
Keppel R
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What to buy after selling Croesus? laugh.gif
TSprophetjul
post Jul 25 2017, 09:25 AM

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QUOTE(elea88 @ Jul 25 2017, 09:05 AM)
why u sell so fast.. why not wait?
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No.

I have not sold yet. But I am planning for the eventuality of the sale. smile.gif

Buy I am parking a sale at 1.20

This post has been edited by prophetjul: Jul 25 2017, 09:25 AM
TSprophetjul
post Jul 26 2017, 03:01 PM

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QUOTE(Hansel @ Jul 26 2017, 02:21 PM)
Bros,... I've sold ALL my Croesus RT and replaced with PLife REIT,... just to inform you guys,...
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wOw! tHAT'S FAST

I am still holding for 119.5 biggrin.gif
TSprophetjul
post Jul 26 2017, 04:03 PM

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QUOTE(elea88 @ Jul 26 2017, 03:52 PM)
hansel
i am curious why sell 1.18 or 1.19 when can get 1.2106... my calculation is wrong?

1.17 + 4.06 sen = 1.2106 .. correct or not?

that is if the deal goes through 31 oct 17.

if the deal does not go through how? price will come tumbling down?
i am weighing RISK REWARD here... pls help.
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Have been thinking about this as well

The risks ,impact and probability

a) proposal accepted - Neutral - likely

b) Proposal fails - Negative. Share price likely to tumble to $1 where the yield becomes around 8% - unlikely

c) proposal fails but with revised offer upwards - positive for shareholders - unlikely

TSprophetjul
post Jul 27 2017, 08:10 AM

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There is a very BULLISH sentiment on SREITs here! thumbup.gif
TSprophetjul
post Jul 27 2017, 08:36 AM

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QUOTE(elea88 @ Jul 27 2017, 08:19 AM)
http://investmentmoats.com/money-managemen...rial-trust-egm/

The Frustrating Frasers Logistics and Industrial Trust EGM

It states that after the completion of the properties, based upon the same measured period, the distributable income of FLT to shareholders will drop and so will the DPU.

Understandably, the shareholders become worried and have their guard up on

asset dumping
existing shareholder dilution
dividend yield going down

To add or not to add?? confused.gif
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Sounds like dilution of shareholders' interests!
TSprophetjul
post Jul 27 2017, 08:49 AM

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QUOTE(elea88 @ Jul 27 2017, 08:16 AM)
Viva Industrial Trust - Strong quarter; VBP looking up post-AEI gains (BUY, TP SGD1.00, VIT SP, REITs)

Viva reported strong operating results for 2Q17, led by contributions from recent acquisitions, successful backfilling at Jackson Square, and +5% rental reversions at Viva Business Park (VBP) on an expanded retail footprint following the completion of its final AEI phase. Looking ahead, we see further leasing momentum at its VBP asset, and have raised F17/18 forecasts of NPI by 2% and DPU by 3%. With 7.5% dividend yield support to our new DDM-based TP of SGD1.00, we reiterate BUY.

mke
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The NAV of VIVA is only 79 cents. Share price is 16.5% above NAV. Does not look healthy
TSprophetjul
post Jul 27 2017, 08:59 AM

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QUOTE(Ramjade @ Jul 27 2017, 08:57 AM)
Where do I get the NAV of the stock? Always wanted to look at the NAV.
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Their financial report

http://viva-itrust.listedcompany.com/newsr...CY7ZEV2J2.2.pdf

http://viva-itrust.listedcompany.com/news.html/id/594786

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