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Singapore REITS, S-REITS
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cherroy
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Jun 9 2017, 03:32 PM
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20k VIP Club
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QUOTE(terrysoh @ Jun 9 2017, 12:36 PM) is CapitalCom Trust an attractive buy now at 1.615? Most reit are not "attractive" across, but still "investable" particularly for corporate/fund pov. Recently reit trade volume is spiking a bit across, may be fund managers are positioning themselves for next week Fed meeting.
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terrysoh
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Jun 9 2017, 06:01 PM
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I felt S-reits plays quite similar to growth stocks lately, share price appreciation comes first, followed by dividends.
Most of the 5%-6% dividends S-reits prices went flying, like Ascenda, Keppel, MLT etc..
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Hansel
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Jun 9 2017, 06:25 PM
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QUOTE(ShinG3e @ Jun 9 2017, 10:14 AM) M/S Reit Con:  loss making in terms of share prices? To mitigate the above Con, I guessed the only way is to ensure one has enough knowledge to buy whichever ctr that is good. And then after that, to be able to keep track, read reports and disclosures in order to be able to divest if necessary.... and to go into another ctr. I think for REITs, one needs more knowledge to invest compared to investing into properties.
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prince_mk
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Jun 9 2017, 09:01 PM
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QUOTE(elea88 @ Jun 9 2017, 01:19 PM) everyday look see la. if got 60sen plus then grab... next div is another half yr time. look see which reits ? put name next time..
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bearbear
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Jun 9 2017, 09:10 PM
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QUOTE(prince_mk @ Jun 9 2017, 09:01 PM) look see which reits ? put name next time.. accordia golf
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prince_mk
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Jun 9 2017, 09:21 PM
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QUOTE(bearbear @ Jun 9 2017, 09:10 PM) 0.71 can buy or wait ?? I don't have this counter.
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bearbear
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Jun 9 2017, 09:23 PM
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QUOTE(prince_mk @ Jun 9 2017, 09:21 PM) 0.71 can buy or wait ?? I don't have this counter. just past XD Last divvy was 0.349, price was 0.73 - 0.74 Below 0.7 can think, next divvy half year later Result not good so alot ppl dumping, buy at your own risk ya This post has been edited by bearbear: Jun 9 2017, 09:25 PM
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prince_mk
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Jun 9 2017, 09:38 PM
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QUOTE(bearbear @ Jun 9 2017, 09:23 PM) just past XD Last divvy was 0.349, price was 0.73 - 0.74 Below 0.7 can think, next divvy half year later Result not good so alot ppl dumping, buy at your own risk ya If buy only 2000 - 3000 units to diversify only.
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bearbear
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Jun 9 2017, 09:46 PM
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QUOTE(prince_mk @ Jun 9 2017, 09:38 PM) If buy only 2000 - 3000 units to diversify only. exposure to Japan, and weather
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prince_mk
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Jun 9 2017, 10:02 PM
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QUOTE(bearbear @ Jun 9 2017, 09:46 PM) exposure to Japan, and weather  What do u have in your holdings ?
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prince_mk
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Jun 9 2017, 10:03 PM
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QUOTE(bearbear @ Jun 9 2017, 09:23 PM) just past XD Last divvy was 0.349, price was 0.73 - 0.74 Below 0.7 can think, next divvy half year later Result not good so alot ppl dumping, buy at your own risk ya True. Earliers some of them told me that d price before ex date minus dividend declared. We should buy price lower than this.
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bearbear
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Jun 9 2017, 10:10 PM
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QUOTE(prince_mk @ Jun 9 2017, 10:02 PM) What do u have in your holdings ? aims, cmall, fcot, flit QUOTE(prince_mk @ Jun 9 2017, 10:03 PM) True. Earliers some of them told me that d price before ex date minus dividend declared. We should buy price lower than this. ya but need market to sell at that price This post has been edited by bearbear: Jun 9 2017, 10:16 PM
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elea88
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Jun 10 2017, 12:12 PM
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QUOTE(prince_mk @ Jun 9 2017, 10:03 PM) True. Earliers some of them told me that d price before ex date minus dividend declared. We should buy price lower than this. next div is still 6 months away.. why hurry to buy. i will wait for 60 to 65 sen.. around there.
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bearbear
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Jun 10 2017, 02:13 PM
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QUOTE(elea88 @ Jun 10 2017, 12:12 PM) next div is still 6 months away.. why hurry to buy. i will wait for 60 to 65 sen.. around there. I also think the same for croesus now wana catch, smoke also cannot catch perhaps this can compensate so that I have japanese exposure
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prince_mk
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Jun 11 2017, 01:47 PM
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QUOTE(elea88 @ Jun 10 2017, 12:12 PM) next div is still 6 months away.. why hurry to buy. i will wait for 60 to 65 sen.. around there. Noted Elea. Ring the bell if you see opportunity in 6 mths time. How abt ASX ? Arent u joining the party with us ?
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prince_mk
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Jun 11 2017, 02:00 PM
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iFAST gets set to hit disruption-wary stockbroking industry again
By: PC Lee 09/06/17, 08:00 pm SINGAPORE (June 9): iFAST Corporation is about to disrupt the local stockbroking industry once again.
The online retailer of investment products could soon be the first online trading platform to offer the lowest rates in town when trading Singapore-listed stocks.
Most licensed brokerages charge a minimum commission of $25 for each trade less than $50,000 or 0.275% of the contract amount whichever is lower.
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prince_mk
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Jun 11 2017, 02:04 PM
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SINGAPORE (June 9): Maybank Kim Eng is maintaining its “buy” call on Ascendas REIT, saying the latter commands the best asset mix among the industrial S-REITs.
Maybank also expects NPI contributions from its business parks and hi-specification properties – at 59% of AUM – to outpace its portfolio growth, given these properties’ stronger supply-demand visibility.
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prince_mk
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Jun 11 2017, 02:05 PM
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In FY17, AREIT divested its China assets to scale up its Australian core, now at 13% of its AUM. AREIT’s balance sheet also remains strong with an aggregate leverage at 33.8%. This is below its 10-year average and that of peers.
“We estimate $1.1 billion/$2.1 billion of debt headroom before it reaches the 40%/45% regulatory thresholds,” says Chua.
Maybank is lifting DPU forecasts by 0-2% through FY20E for higher margin assumptions. Even after a 21% YTD rally, valuations remain undemanding against its 14-year average.
Units of Ascendas REIT are trading 3 cents higher at $2.70.
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prince_mk
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Jun 11 2017, 02:08 PM
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Its seems that few big players like FLIT, AREits, Cache, MLT etc are into Australia properties.
Does this ring a bell ? Asx oriented reits having a hidden potential that I m not aware?? Hmmm...
I have none of the above. Should add one or two..
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Ramjade
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Jun 11 2017, 02:40 PM
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QUOTE(prince_mk @ Jun 11 2017, 02:08 PM) Its seems that few big players like FLIT, AREits, Cache, MLT etc are into Australia properties. Does this ring a bell ? Asx oriented reits having a hidden potential that I m not aware?? Hmmm... I have none of the above. Should add one or two.. I suggest you wait a bit. S-reit yield now not attractive. You have acess to AU market. Do your research and see if there are better A-reit vs S-reit.
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