Singapore REITS, S-REITS
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 May 6 2014, 12:15 PM
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Senior Member
4,174 posts Joined: Dec 2008  
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LIPPO MALLS INDO RETAIL TRUST - SG1W27938677 - D5IU LMIR Trust has announced a distribution of 0.68 cent per unit in LMIR Trust for the period from 1 January 2014 to 31 March 2014, comprising a tax-exempt income component of 0.44 cent per unit and a capital component of 0.24 cent per unit. Please see attached for details. Dateline 14 May 2014 http://www.4-traders.com/LIPPO-MALLS-INDON...atory-18380706/ |
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May 6 2014, 12:21 PM
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Senior Member
4,174 posts Joined: Dec 2008
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QUOTE(AVFAN @ May 6 2014, 12:11 PM) hehe... whether tip or luck... Y bottom LIPPO... ? i tot dividend was good?what i do is read whatever i can, check other sources and then decide if it is worth it. this case turned out good, so, it's good!  i have some those u have, firstreit and soilbuildbiz recently added. 8 in total. best has been suntec, starhill and first. at the bottom is lippo, sabana but still green considering div. it gets difficult to monitor if the list is too long, i prefer to add more to existing, not add new reit. worldcup coming, expect many to sell off and hug the tv 24/7. so, it may well be just that - sell in may and go away!!  My LIPPO no appreciation yet.. but been collecting dividends, so o.k la.... |
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May 6 2014, 12:53 PM
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All Stars
24,454 posts Joined: Nov 2010
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QUOTE(elea88 @ May 6 2014, 12:21 PM) Y bottom LIPPO... ? i tot dividend was good? becos bought not so long ago, div only twice, small cap loss. same with sabana.My LIPPO no appreciation yet.. but been collecting dividends, so o.k la.... i factor in the brokerage charges and actual exchange rates too. it'll be much nicer to get div and cap appr! This post has been edited by AVFAN: May 6 2014, 12:55 PM |
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May 6 2014, 02:16 PM
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Senior Member
4,174 posts Joined: Dec 2008
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QUOTE(AVFAN @ May 6 2014, 12:53 PM) becos bought not so long ago, div only twice, small cap loss. same with sabana. I think the dividend for 2014 is o.k la... only risk RUPIAH...i factor in the brokerage charges and actual exchange rates too. it'll be much nicer to get div and cap appr! http://infopub.sgx.com/FileOpen/Press_Rele...t&FileID=295464 As a result of the lower NPI, and after deducting finance and other costs incurred at the LMIR Trust level, 1Q 2014 Distributable Income decreased by 14.7% y-o-y to SGD 16.7 million. This translates into a DPU of 0.68 cents for 1Q 2014, which represents an annualized DPU yield of approximately 6.8% and a rolling 12-month yield of 7.6%, based on the closing price of SGD 0.400 per unit on 31 March 2014. |
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May 6 2014, 02:29 PM
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Senior Member
817 posts Joined: Aug 2012
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anyone knows why aimsampi has not release their quarterly results, whereas most of the reits have already released theirs, or at least scheduled for the release of their results?
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May 6 2014, 03:38 PM
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All Stars
24,454 posts Joined: Nov 2010
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QUOTE(elea88 @ Apr 11 2014, 01:55 PM) capital mall trust or Capital Commercial Trust? maybe a bit late for this but still...Which one better? i just got this analyst report that says sgreits fully valued! it suggests buying capitacomtrust,keppelreit, cdl hospitality, avoid capitamalltrust, ascendas and maple industrialtrust. QUOTE AREIT and MINT’s business park vacancy rate rose to 18-21% last year: This is despite 0.3% supply growth, as demand was extremely weak. With supply rising 9% p.a. in 2014-16E, we expect vacancy to remain high and see some downside risks to our forecast for flat rents in 2014-16. Multi-tenanted factory vacancy rate rose to 11.6% from 9.5% in 1Q13. We expect factory rents to fall 11% in 2014-16. Malls’ shopper traffic fell 1.8% y/y, tenant sales weakened: CT and SGREIT reported that tenant sales fell 3-4% y/y in 1Q14, while MCT’s retail tenant sales growth slowed to 2.6% y/y in 1Q14. Despite this, rents rose 3-13% y/y on average, resulting in an estimated 2-10% y/y increase in occupancy costs. Hotels’ performance was flat due to slower tourist arrivals from China and Southeast Asia. Office REITs could rise 20% from here and peak in January 2015: Office REITs’ occupancy rose 347bps in the past year to 99.4% and signing rents rose 5% q/q in 1Q14. Based on past cycles, we think CCT and KREIT could rise 20% from here and peak in January 2015, if prime rents peak in end-2015. Office REITs could acquire c.SGD 3bn of assets in the next 12 months, funded largely by asset sales and debt, both costing below 3%, in our view. Hotel REITs could also acquire assets accretively using available debt headroom. Time for a breather: Large-cap REITs rose 8% on average in the past three months. We expect bond yields to rise c.50bps by end-2014 and see SREITs as fully valued. We recommend investors buy CCT, KREIT and CDREIT, and sell CT and AREIT. We downgrade CT and FEHT to Underperform; MCT, MLT and MINT to In-Line. |
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May 6 2014, 03:44 PM
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All Stars
24,454 posts Joined: Nov 2010
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QUOTE(Vector88 @ May 6 2014, 02:29 PM) anyone knows why aimsampi has not release their quarterly results, whereas most of the reits have already released theirs, or at least scheduled for the release of their results? tmrw...QUOTE Date & Time of Broadcast 17-Apr-2014 18:01:55 AIMS AMP Capital Industrial REIT Management Limited, as manager of AIMS AMP Capital Industrial REIT ("AACI REIT"), is pleased to announce that AACI REIT's unaudited financial results for the fourth quarter and full year ended 31 March 2014 will be released on 7 May 2014, before trading hours. This post has been edited by AVFAN: May 6 2014, 04:34 PM |
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May 7 2014, 10:01 AM
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Senior Member
817 posts Joined: Aug 2012
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QUOTE(AVFAN @ May 6 2014, 03:44 PM) tmrw... another great results by aimsampi reit  |
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May 8 2014, 06:16 PM
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Senior Member
4,174 posts Joined: Dec 2008
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http://www.reitsweek.com/2014/05/tong-jinq...abana-reit.html Tong Jinquan buys 2.8 million units of Sabana REIT china ppl really buying REITS.... |
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May 14 2014, 07:50 PM
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All Stars
24,454 posts Joined: Nov 2010
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rm is relatively strong at this time, like <2.59 to sgd1.0.
if thinking of buying with rm, now may be a good time. meanwhile, starhill, suntec, first reit going up continously... not sure if sustainable... |
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May 15 2014, 11:24 AM
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Senior Member
4,174 posts Joined: Dec 2008
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QUOTE(AVFAN @ May 14 2014, 07:50 PM) rm is relatively strong at this time, like <2.59 to sgd1.0. Rate is good, but dunno what to buy. if thinking of buying with rm, now may be a good time. meanwhile, starhill, suntec, first reit going up continously... not sure if sustainable... Like u say REITS going up..... but strategy is not to take in the cap gain, but get better yield. so, wait and see... |
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May 15 2014, 01:06 PM
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All Stars
24,454 posts Joined: Nov 2010
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QUOTE(elea88 @ May 15 2014, 11:24 AM) Rate is good, but dunno what to buy. dunno wat to buy... true! Like u say REITS going up..... but strategy is not to take in the cap gain, but get better yield. so, wait and see... i wudn't want to buy those <6% yield now - suntec, capmall, capcom, starhill. lippo and sabana are much less attractive now with adjusted lower yields and their risks, price may fall further. just sold all my igb, seriously considering keppel and cdl...circa 6.5% yield.. i been watching last few days very closely, no chance to get just a bit cheaper... then again, div season is just over, can wait a bit too... the news is that us bond yields are still going lower, which means reit prices in major bourses may have a bit more to run up. This post has been edited by AVFAN: May 15 2014, 01:08 PM |
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May 21 2014, 07:01 PM
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Senior Member
4,174 posts Joined: Dec 2008
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QUOTE(AVFAN @ May 15 2014, 01:06 PM) dunno wat to buy... true! http://www.reitsweek.com/2014/05/stanchart...rial-reits.html i wudn't want to buy those <6% yield now - suntec, capmall, capcom, starhill. lippo and sabana are much less attractive now with adjusted lower yields and their risks, price may fall further. just sold all my igb, seriously considering keppel and cdl...circa 6.5% yield.. i been watching last few days very closely, no chance to get just a bit cheaper... then again, div season is just over, can wait a bit too... the news is that us bond yields are still going lower, which means reit prices in major bourses may have a bit more to run up. Standard Chartered Research (StanChart) warned that the rising supply of business park space in Singapore is likely to depress rents in the long term, including those at warehouses, affecting yields for investors of industrial REITs. Subsequently StanChart issued calls in a research note on 20 May to sell industrial Singapore-listed industrial REITS, Ascendas REIT (SGX:A17U), Mapletree Industrial Trust (SGX:ME8U) and Mapletree Logistics Trust (SGX:M44U), predicting an average downside potential of between 2% and 15% to its new price targets. StanChart also expects the average distribution per unit (DPU) for the largest industrial REITs to fall at a 3.5 per cent compounded annual growth rate (CAGR) over 2014 to 2016. However the banks remain optimistic on Singapore office REITs, suggesting that office REITs listed in the city state are likely to offer higher dividend yields than industrial REITs. StanChart issued a call to buy CapitaCommercial Trust (SGX:C61U), Suntec REIT (SGX:T82U) and Keppel REIT (SGX:K71U) citing upside potential of between 7% and 14%. The bank estimates DPU CAGR of 9.6 per cent in 2014-16 for the Singapore office REITs and estimates an average DPU yield of 6.7 per cent in 2016, which would be 14 per cent higher than the three largest Singapore industrial REIT’s average DPU yield of 5.9 per cent. The predictions are in line with reports from Ascendas REIT and Mapletree Industrial Trust which have reported falling occupancy for their respective industrial properties. Supply of business parks in Singapore is expected to rise by about 9% per annum between 2014-2014 and causing rents to fall by about 22%. Warehouse rents are also expected to slip by about 14%. |
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May 21 2014, 07:05 PM
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Senior Member
4,174 posts Joined: Dec 2008
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QUOTE(AVFAN @ May 15 2014, 01:06 PM) dunno wat to buy... true! http://www.reitsweek.com/2014/05/keppel-re...tial-tower.html i wudn't want to buy those <6% yield now - suntec, capmall, capcom, starhill. lippo and sabana are much less attractive now with adjusted lower yields and their risks, price may fall further. just sold all my igb, seriously considering keppel and cdl...circa 6.5% yield.. i been watching last few days very closely, no chance to get just a bit cheaper... then again, div season is just over, can wait a bit too... the news is that us bond yields are still going lower, which means reit prices in major bourses may have a bit more to run up. CAN CONSIDER also Keppel.. 100% tenanted. But only left 4 buildings... |
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May 21 2014, 07:13 PM
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All Stars
24,454 posts Joined: Nov 2010
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QUOTE(elea88 @ May 21 2014, 07:05 PM) http://www.reitsweek.com/2014/05/keppel-re...tial-tower.html the reports are the same ones i got from my ib and posted partially on may 6 - industrial no good, go for office...CAN CONSIDER also Keppel.. 100% tenanted. But only left 4 buildings... it said stay away from capitamall but it gone up 2 cents since!! keppel ... the only thing i dislike is the high gearing. been trying to add a bit more of starhill last few days, no chance to get <82. with rm relatively strong at the moment, may still be worth a shot... |
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May 21 2014, 07:22 PM
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Senior Member
4,174 posts Joined: Dec 2008
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QUOTE(AVFAN @ May 21 2014, 07:13 PM) the reports are the same ones i got from my ib and posted partially on may 6 - industrial no good, go for office... ya, me too trying to add Starhill coz after Ex went down a bit...it said stay away from capitamall but it gone up 2 cents since!! keppel ... the only thing i dislike is the high gearing. been trying to add a bit more of starhill last few days, no chance to get <82. with rm relatively strong at the moment, may still be worth a shot... and browsing for others... as the exchange rate is favourable now. Might diversify to NON-REITS... |
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May 21 2014, 07:45 PM
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All Stars
24,454 posts Joined: Nov 2010
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QUOTE(elea88 @ May 21 2014, 07:22 PM) Might diversify to NON-REITS... what r u looking at at this time?i can surely take a look too! |
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May 22 2014, 11:14 AM
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Senior Member
4,174 posts Joined: Dec 2008
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QUOTE(AVFAN @ May 21 2014, 07:45 PM) what r u looking at at this time? either STARHUB 4.84% yield just went ex, i can surely take a look too! SINGTEL 4.36% or M1... all telco next div declared will be in Aug. Actually to keep long term... coz brokerage high, cannot buy sell. Strategy more to BUY KEEP.. haha THAI BEV - already move up high. with the turmoil in Thai tot will drop but no movement... Looking at it few months.. but not yet went in. as it inch up higher and higher... Maybe will consider this. This post has been edited by elea88: May 22 2014, 11:16 AM |
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May 22 2014, 11:56 AM
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All Stars
24,454 posts Joined: Nov 2010
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QUOTE(elea88 @ May 22 2014, 11:14 AM) either STARHUB 4.84% yield just went ex, thanks.SINGTEL 4.36% or M1... all telco next div declared will be in Aug. Actually to keep long term... coz brokerage high, cannot buy sell. Strategy more to BUY KEEP.. haha THAI BEV - already move up high. with the turmoil in Thai tot will drop but no movement... Looking at it few months.. but not yet went in. as it inch up higher and higher... Maybe will consider this. never looked closely at them before.... looks to me m1 deserves monitoring, favored at this time: http://yieldstocks.reitdata.com/category/m1/page/2/ anway, will spend soem time looking at all these yield stocks too: http://yieldstocks.reitdata.com/ |
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May 28 2014, 11:48 AM
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Senior Member
4,174 posts Joined: Dec 2008
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http://www.reitsweek.com/2014/05/mapletree...-2-million.html
Mapletree Logistics Trust to acquire Korean property for SGD31.2 million |
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