well yeah but the DPU has been decreasing steadily... if the market demands similar yield that would likely mean capital loss for investors no?
Anyway I once had AGT at 0.6x... just a little surprised with the interest in it here haha...
p/s: I am a silent reader here

This post has been edited by AREA51: Jun 13 2017, 08:12 PM

wah another sifu

we newbie, first time see AGT below 0.7 excited abit

http://www.theedgemarkets.com/article/four...cyclical-bottom

Mapletree Logistics Trust (MLT)
Frasers Logistics & Industrial Trust (FLT).
Keppel REIT (KREIT)
CDL Hospitality Trusts (CDREIT)

Sg breaking news

This post has been edited by kyone: Jun 14 2017, 08:44 AM


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Tan also says the research house continues to be vest in landlords like Keppel REIT (KREIT). DBS has a “buy” recommendation on KREIT with a target price of S$1.23. As at 12.39pm, units of KREIT are trading flat at S$1.14.

In addition, industrial REITs are expected to see better prospects in 2018 amid improving business expectations from manufacturers, which could result in expansionary demand ahead.

Meanwhile, demand for space in business parks are likely to continue to be driven by firms in the technology, media and telecom (TMT) sector.

Tan says he prefers REITs with “attractive acquisition prospects” such as Mapletree Logistics Trust (MLT) and Frasers Logistics & Industrial Trust (FLT).

DBS has “buy” calls on both MLT and FLT, with target price of S$1.28 and S$1.10, respectively.

My Top 8 holding as at June 2017 :

1. OCBC 18%
2. Suntec 12%
3. Keppel Corp 12%
4. BOQ 11%
5. Aims 9%
6. Capital Mall 7%
7. Keppel R 6%
8. Capital Comm 6%

Croesus only 4%. I guess to top up more for Croesus.

My SG holdings

1. Croseus 42%
2. Accordia 14%
3. Solibuild 14%
4. Aims 10%
5 First 10%

my SG reits as of today...

aims 32%
croseus 25%
soilbuild 25%
viva 18%

hopeful to fish FLT soon...

MY SG holdings:

FLT 50%
Ascenda 20%
Keppel 15%
Sheng Shiong 15%


Aiming for aims, croesus, viva

FLT keeps trying to nudge at 1.10,... but can't touch that level,.....

My SG Holding:

FLT 15%
K-reit 19%
LMIT 18%
Oxley 8%
RHT 24%
Singtel 15%

All a bit too high to top up, want to try undervalue stocks...

No banking stocks and also Australia stocks ?

I will start topping up Croesus and Aims. Increase the holding.

That's just SG stocks.

Too many to list here.

Share some top 5 in holdings. We all newbies are curious

fed hike, shopping time?

no SALES...

I am heavy into SREITS since 2010. So most of my top holdings are SREITS.
Croseus being my biggest holding.

Then recently, i ventured into MREITS and CEFs in USA.

The rest in US gold/silver miners.

Damn la. When will the fed hike causes a sale for the reits? Everytime hike, business as usual. The price never drop.

This post has been edited by Ramjade: Jun 15 2017, 11:58 AM

Unlikely the drop (if any) will be caused by the Fed hike, coz the news is already well digested by the market. There are few more Fed hikes in the pipeline in 2017/18, market already anticipate that and price in already.

Top up FLT @ 1.045 this morning ...