My one SReit.... so far so good.... stay there forver 0.81!

Soilbuild REIT: Agreement with JTC on rent payable for Solaris
Soilbuild Business Space REIT (Soilbuild REIT) announced that it has entered into an agreement with JTC in relation to the dispute over the land rent payable to the latter for the Solaris property. Under the agreement, the parties have agreed on the conversion of the annual land rental payment scheme under the lease of the property to an upfront land premium payment scheme, which works out to be S$74m. SB Solaris, the master lessee of the property, has agreed to bear S$19m of the upfront land premium, while Soilbuild REIT will bear the remaining S$55m. SB Solaris, which is a wholly owned subsidiary of Soilbuild REIT’s sponsor, has also agreed to extend an interest-free loan of S$55m to Soilbuild REIT in demonstration of its sponsor’s support. This loan would be repaid on the expiry of the master lease agreement on 15 Aug 2018. On a pro forma basis, this development is not expected to have an impact on Soilbuild REIT’s FY14 DPU given that the loan is interest free. Maintain our BUY rating and S$0.93 fair value on Soilbuild REIT. (Wong Teck Ching Andy)

see my Soilbuild everyday up 1 sen also syok....somemore 1SGD = RM2.72 even happy....meaning to said 1 sen earning we all increase the profit margin as well...

Hey Mate,

What you think Cambridge?

yeah.... laugh all the way to bank to get my dividend

Btw, last weekend go Orchard to walk walk see see...

there people is crowded ...... starreit another plan to invest.... but not now... the price is new high?

http://www.bloomberg.com/news/articles/201...orkers-sky-says

SGD new HIGH!!!


for those Singtel and Starhub once break $4... is good time to buy.... excluded M1

This post has been edited by davidcch07: Jun 4 2015, 10:37 AM

5 Jun 2015


SINGTEL | BUY

REAFFIRMS MODESTLY UPBEAT OUTLOOK

- Potential in Enterprise business
- Little threat from 4th SG telco, if any
- Value emerging below S$4


Singtel held its Investor Day 2015 on 3 Jun, where analysts and investors got to meet and get updates from both Singtel management as well as management teams from their regional associates. Key takeaways include the potentials in its Enterprise and also the various strategies by its regional associates to grow their business and capitalize on changing consumer behaviors in the various countries. Meanwhile, Singtel’s share price saw a pretty steep correction over the last week or so, falling to as low as S$3.91 on Wednesday, in line with the sell-off in the broad market. But we believe that value is emerging (especially below S$4) and as we adjust our SOTP-based fair value up from S$4.31 to S$4.40 to reflect the higher prices of its listed associates, we also upgrade our call to BUY.

M1 | BUY


YIELD BACK ABOVE 5%

-20% pullback from high
-Still positive about outlook
-Valuations are more reasonable

M1 Ltd recently saw a sharp sell-down in its share price, dropping nearly 20% from its 52-week high of S$3.99 to its current price around S$3.21; investors likely spooked by rising interest concerns as well as talks of the emergence of a fourth telco in Singapore. M1 – being the smallest here – is seen to be most at risk of losing market share. Having said that, we note that the company’s outlook for 2015 still happens to be the most optimistic among its peers. In the wake of the recent sell-off, we note that M1’s forecast dividend yield is back up to around 5.8% - the highest among its peers (StarHub would be second around 5%). And while rising interest rates is probably a given, the extent of the rate hikes remains uncertain, given the still splotchy pace of economic recovery in the US. And as the current share price also offers a decent 14% capital appreciation to our unchanged S$3.66 fair value, we upgrade our call to BUY.

calling SREITS kakis,

any undervalued to buy now? i got spare cash ....

hahaha.... i;m not because my photo copier machine just repaired.(Salary in)


look like i shall aim for Starhill or something else?

cannot agreed more on Soild.... this is slow but steady....

Starhill is the best i can see a lot people... perhaps is a sch term holidays....

Sheng Siong and Yu ren seng can play during CNY time.... personal think...

am not brave to in due to new competitor "Myrepublic"

I believed that , I can get even low ..... but not now

This post has been edited by davidcch07: Jun 12 2015, 11:38 AM

look like singtel can back to $4?

dont convert la.... SG food price still okay le but food taste some are terrible and some are nice !

For me worked there ... starting slowly to keep for div (learnt from DW and AVFAN.)

yea.... ready for it already sifu!

ya, agreed that your point of view... so i now stock will more on SGX and future just play FKLI....

then i should average up to buy more Soilbuild

Yen not interested