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Singapore REITS, S-REITS
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AVFAN
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May 22 2014, 11:56 AM
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QUOTE(elea88 @ May 22 2014, 11:14 AM) either STARHUB 4.84% yield just went ex, 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. thanks. 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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AVFAN
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May 28 2014, 05:45 PM
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rm strongest against sgd yesterday, weakened a bit today.
best time to buy sg stocks n reits!
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AVFAN
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May 30 2014, 04:15 PM
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QUOTE(elea88 @ May 28 2014, 11:48 AM) http://www.reitsweek.com/2014/05/mapletree...-2-million.htmlMapletree Logistics Trust to acquire Korean property for SGD31.2 million this one looks quite good, while still at 6.5% yield. biggies like suntec, capitamall and capitacomm have all gone <5% yield now. probably an effect from us bond yields at 11 month low..
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AVFAN
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May 30 2014, 04:41 PM
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QUOTE(elea88 @ May 30 2014, 04:16 PM) how about SAIZEN REIT? did u look into it? apartment reit JAPAN... not really... had looked at all categories of sg reits a couple of years ago. deciced to stick to industrial, retail and office - in that order. only recently i added a bit of hospitality and healthcare.
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AVFAN
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May 31 2014, 09:14 AM
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QUOTE(czn @ May 31 2014, 04:29 AM) Dear sifus, my dividend from singapore reits is just a few hundreds sgd per year, do I need to declare it to the Singapore income tax department? Need your advice, thanks in advance. no need. tax-free/net of tax.
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AVFAN
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Jun 2 2014, 11:15 AM
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QUOTE This tiny stock market is rocking it Dhara Ranasinghe | @DharaCNBC 4 Hours AgoCNBC.com The Singapore Stock Exchange (SGX) Singapore stocks are trading at their highest level in almost a year and having lagged regional peers, analysts say the market now has the potential to gain the upper hand. The benchmark Straits Times Index has climbed almost 12 percent since hitting its lowest level in more than a year in early February. Last Thursday, the market rose to its highest level in almost a year, boosted in part by merger and acquisition activity. .... On a year-to-date comparison, Singapore's stock index is up about 3.4 percent. That leaves it behind double-digit gains in Southeast Asian peers Indonesia and the Philippines, and a rise of about 8 percent in Thailand. Neighboring Malaysia's stock index is up just 0.5 percent.http://www.cnbc.com/id/101716692
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AVFAN
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Jun 2 2014, 05:52 PM
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QUOTE(elea88 @ May 30 2014, 04:16 PM) how about SAIZEN REIT? did u look into it? apartment reit JAPAN... latest from maybank ib favors cmt capitamall, cct capitacom and a-reit ascendas. QUOTE Singapore REITs Second bite of the cherry A slower-than-expected hike in interest rates bodes well for S-REITs whose share prices have rebounded. We see room for further re-rating as sector yields are expected to compress to 5.6-5.7% from 6.0% currently. In view of this, we upgrade our sector call to NEUTRAL with CMT, CCT and AREIT being our top picks, in sequence of preference. Interest rate expectations trimmed Following the change of winds in the macro environment, we cut our year-end risk-free rate assumption from 3.0% to 2.5% and expect a more prolonged low interest rate environment. This lends supports to our view that physical property valuation will hold up better than we initially expected. We therefore revise our assumptions for physical property price change from -2% to -10% to +2% to -6% in 2014. With yield compression cycle at play again, we expect S-REITs to return in favour. Sector raised to NEUTRAL; top picks: CMT, CCT, AREIT Unlike recent past event that straddled from early 2012 until May 2013, we expect current yield compression cycle to be more modest. Our view is premised on: 1) current risk-free rates are unlikely to decline significantly as QE tapering gets underway, and 2) there are pockets of property price weakness. We expect sector yields to compress to 5.6-5.7% from 6.0% presently, translating to a yield-spread of 3.1-3.2%. In view of this, we upgrade our sector call to NEUTRAL. TPs for our coverage universe are raised after factoring in lower risk-free rate, while leaving our DPU forecasts unchanged. Retail sub-sector remains our preferred segment, followed by office and hospitality. The industrial REITs remain the most at risk of NAV depreciation. For exposure, we recommend CMT, CCT, and AREIT, in sequence of preference. This post has been edited by AVFAN: Jun 2 2014, 05:54 PM
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AVFAN
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Jun 3 2014, 10:45 AM
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QUOTE(elea88 @ Jun 3 2014, 09:05 AM) this one... the only great thing is the high yield, very high, in fact. you might remember what happened to sabana which had a very high yield too previously. there is an excess of biz/industrial space at the moment, not easy to get to full occupancy. but the biggest risk is the high gearing of 40%. price/book 1.034 not a big deal, imo. for biz park-industrial, i think soilbuildbiz is a better choice overall at this time.
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AVFAN
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Jun 3 2014, 01:09 PM
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QUOTE(elea88 @ Jun 3 2014, 11:34 AM) reit everyday also go up... so far not done for SOILBUILD or Starhill 0.82 or Lippo 0.40 or Viva... quite true... and i think unlikely in the near future u can get at those prices. in the last few weeks, i bot: firstreit 1.14 soilbuildbiz 0.79 cdl 1.74 starhill 0.825 after div season, they became 1.18, 0.80, 1.75, 0.84. i m quite convinced it will continue in a mild uptrend - due to foreign funds finding its way into the fav "emerging" markets since us bond yields are still low.
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AVFAN
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Jun 4 2014, 11:04 AM
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QUOTE(elea88 @ Jun 4 2014, 10:36 AM) MY CDL done today for 1.74... hv joined the CDL reit club.. haha good 4 u. remind me when next div is up! btw, last round div are now getting paid. can buy a bit more soon.
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AVFAN
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Jun 4 2014, 05:58 PM
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QUOTE(elea88 @ Jun 4 2014, 01:56 PM) O.K and soilbuild done also today.. 0.79 good chance to buy today - us bond yields rising, usd strengthening. but cost a bit more in rm....
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AVFAN
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Jun 11 2014, 09:48 AM
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QUOTE(elea88 @ Jun 10 2014, 09:03 PM) Missed.. was out the whole day today... i was out all day too yesterday. still good chance today. using recent div in sgd, picked up a tiny bit of cdl at 1.71. cdl pays div twce a year only, next one in aug 2014. not hopeful i'll get icon, so will wait for refund, then maybe get some more cdl or soilbuild.
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AVFAN
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Jun 17 2014, 07:04 PM
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QUOTE(elea88 @ Jun 17 2014, 11:03 AM) Today, Sg Reits .. most MERAH.... Shopping time. yep, preapring some small bullets, looking to add to starhill and cdl. possible many people now no time for markets, busy becoming zombies with worldcup... like me.
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AVFAN
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Jun 17 2014, 08:01 PM
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QUOTE(elea88 @ Jun 17 2014, 07:46 PM) I can tell u what I have, then u hv to decide yrself. 1. AIM SAMP 2. CDL 3. suntec 4. starhill 5. Mapletree Ind Reit 6. lippomall 7. Soilbuild i will only add capitamalltrust n capitacom trust for consideration.
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AVFAN
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Jul 2 2014, 07:05 PM
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QUOTE(Brandon323 @ Jun 23 2014, 06:33 AM) Is it OK to use local firms like CIMB or Hlebroking to buy Sg REITs through their foreign share buying portal or better to open a separate stock and banking account in Singapore? The latter is of course more work.  i use cimb. been fine, happy with it. good thing is it is easier this way for bonus or rights issues - less hassle, not costly. QUOTE(almeizer @ Jul 2 2014, 05:01 PM) Do you guys re-invest the dividend? May I know is there any way to opt for re-invest for the dividend? i usually don't as this entails odd lots issue. div reinvestment is only psossible for some cases if offered, not always. anyway, u can always get the sgd and buy in open market when u want.
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AVFAN
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Jul 3 2014, 11:12 AM
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QUOTE(elea88 @ Jul 3 2014, 10:51 AM) whatcha buying lately? Next round div gonna be declared soon... funds immobilized in bursa like bplant... last div round, all was used to buy cdltrust. next round div, will buy cdltrust again or soilbuildbiz.
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AVFAN
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Jul 16 2014, 10:30 AM
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QUOTE(elea88 @ Jul 3 2014, 11:14 AM) i sangkut ICON & BPLANT... but my SPORE ac got some funds, tot wanna utilize before the next div announcement, which will be sometime this month. despite int'l reports not so optimistic about sgreits esp industrial, most have crept up again. 0.5, 1 cent every few days. aimsampi, cdl, first, starhill all doing good. only soilbuildbiz not moving. likely strong div announcements coming very soon! and rm weakening now after bnm rate hike official.
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AVFAN
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Jul 16 2014, 11:35 AM
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QUOTE(elea88 @ Jul 16 2014, 11:23 AM) did up top up anything recently? Mine most not done, coz like u say, keep on going up... not much except cdl. waiting for div announcements to decide. still keen to get more soilbuildbiz if yield stays at 7.5%. already got out of bousteadplant, with a one-lunch profit. better price keep going up with earnings and div incr as well. rather than price going down and div gets less!
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AVFAN
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Jul 16 2014, 12:44 PM
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QUOTE(elea88 @ Jul 16 2014, 11:49 AM) http://www.reitsweek.com/2014/07/first-rei...ase-in-dpu.htmlFirst REIT announces 8.1% increase in DPU thats why FIRST REIT price no come down.... and price today 1.23! hope most of the coming div will be same trend!
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AVFAN
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Jul 16 2014, 05:40 PM
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QUOTE(elea88 @ Jul 16 2014, 04:38 PM) http://www.fool.sg/2014/07/16/this-investi...source=facebookcan consider NERA COMMUNICATIONS? i think DIV COMING UP SOON.. THE 2nd half. can't comment as i stick to reits for now...
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