QUOTE(elea88 @ Apr 7 2017, 10:25 AM)
dun think will affect Reits.
maybe GOLD & oil counters...
markets in general.maybe GOLD & oil counters...
all asian bourses now in red...
Singapore REITS, S-REITS
|
|
 Apr 7 2017, 10:33 AM
Return to original view | Post
#801
|
 
All Stars
24,454 posts Joined: Nov 2010 
|
all asian bourses now in red... |
Quote|
|
|
|
|
Apr 13 2017, 10:22 AM
Return to original view | Post
#802
|
|
All Stars
24,454 posts Joined: Nov 2010
|
QUOTE(elea88 @ Apr 12 2017, 08:15 AM) Clear those that after the Run up in price.. div yield 5% below. I think I will clear off those.. <5% yield...and exchange with the 8% ones... what goes up will come down... its a cycle. reits, i see only parkway life and kdc. u gonna sell them now? |
|
|
Apr 13 2017, 02:15 PM
Return to original view | Post
#803
|
|
All Stars
24,454 posts Joined: Nov 2010
|
QUOTE(Vector88 @ Apr 13 2017, 01:05 PM) SGD shot up to 3.1764 this morning ... what happened? that, is an all time high, i believe.beat last record: http://www.channelnewsasia.com/news/busine...it/3546918.html |
|
|
Apr 18 2017, 04:18 PM
Return to original view | Post
#804
|
|
All Stars
24,454 posts Joined: Nov 2010
|
QUOTE(elea88 @ Apr 17 2017, 10:11 PM) http://www.btinvest.com.sg/markets/news/12...tml?source=btbn i will just hold.Keppel DC Reit's Q1 DPU up 13.2% buy buy buy??? the yield is still <5%. but it's good to see income incr, DPU incr!  |
|
|
Apr 18 2017, 05:20 PM
Return to original view | Post
#805
|
|
All Stars
24,454 posts Joined: Nov 2010
|
QUOTE(Vector88 @ Apr 18 2017, 05:14 PM) shd be more than 6% yield at current price, right? have not calc with new dpu...last yield was 4.57%. |
|
|
Apr 20 2017, 01:06 PM
Return to original view | Post
#806
|
|
All Stars
24,454 posts Joined: Nov 2010
|
QUOTE(elea88 @ Apr 20 2017, 12:40 PM) Wah.. why can like this? it can happen for stocks not listed in that country.what is Unknown reasons??? i experienced once with cimb/nyse counter. it was frozen for a few days due to uncertainties from the counter undergoing a reverse split. i was told the local entity did not have all the details on the exercise and as a normal practice, had to freeze until all is clear to prevent misunderstanding by some customers. |
|
|
|
|
|
Apr 21 2017, 10:04 AM
Return to original view | Post
#807
|
|
All Stars
24,454 posts Joined: Nov 2010
|
QUOTE(elea88 @ Apr 20 2017, 09:49 PM) REsults time... capcomm is one of my best performers.http://www.straitstimes.com/business/compa...ts-q1-dpu-up-96 DPU UP.. but RHB suggest to take profit. http://research.sginvestors.io/2017/04/cap...2017-04-20.html and MAYBANK KIM ENG.. ask to buy .... https://sginvestors.io/sgx/reit/c61u-capita...st/target-price Decision.... time. no sell, hold! |
|
|
May 18 2017, 10:07 AM
Return to original view | Post
#808
|
|
All Stars
24,454 posts Joined: Nov 2010
|
QUOTE(Hansel @ May 18 2017, 09:45 AM) When I give my talks to investors, I always say this : when a company is too good, it will come a time when :- good point.1) it will be privatized, or 2) there will be a buy-out and the conditions and situations will change. Yes, the above is a sad fact,... and we must look for new counters after that. Hence, we must never stop learning. This year, in February,... Singpost opened the eyes of many old-timer investors,... Many old-timer investors who relied on Singpost for their 'income' just lost this source. We must always have a counter in mind,... a backup counter in case our main one(s) 'failed us'. And we must always diversify our holdings, no matter how good one counter appears to be. Because if a counter is too good, then some parties would want to 'chiak' that counter for himself. Bad counter - we lose money. Good counter - we can't earn continuous money. me, i just hold my 5 counters to collect 5.7-7.9% yield, do nothing else... happy enough. as the yields aren't too high, i hope they keep going, no nonsense like going private. if that happens to any of them, i'll just dump it and hold the rest, no eye see!  |
|
|
May 18 2017, 03:11 PM
Return to original view | Post
#809
|
|
All Stars
24,454 posts Joined: Nov 2010
|
QUOTE(prince_mk @ May 18 2017, 01:22 PM) 5 counters holding enough ? Maybe I should trim and have less counters so that can focus well ? aimsampcapitamall capitacom suntec keppel dc started with 8 about 5 years ago. ireit and kdc came later. eventually dropped sabana, ireit, starhill, firstreit, soilbuildbiz. just 5 for last 2 years. i'm quite happy that way - more of the 5 counters, less bank charges (i'm on trustee acc) for every div, easier to monitor. |
|
|
May 25 2017, 10:36 AM
Return to original view | Post
#810
|
|
All Stars
24,454 posts Joined: Nov 2010
|
sg decent gdp growth...
https://www.bloomberg.com/news/articles/201...rlier-estimated http://www.cnbc.com/2017/05/24/singapore-q...nnual-pace.html keppel dc at all time high now, touched 1.295. think suntec and capcom also near record highs. capmall - loser! This post has been edited by AVFAN: May 25 2017, 10:36 AM |
|
|
May 25 2017, 01:59 PM
Return to original view | Post
#811
|
|
All Stars
24,454 posts Joined: Nov 2010
|
QUOTE(elea88 @ May 25 2017, 01:47 PM) good read.of the 5, i hv only capitamall. lends support to my decision to sell partial. overall, while the bottom of my short list, this counter still made me a good return in last 4 years. |
|
|
May 29 2017, 12:39 PM
Return to original view | Post
#812
|
|
All Stars
24,454 posts Joined: Nov 2010
|
QUOTE(prince_mk @ May 27 2017, 09:34 PM) The rep from CapitalM said Amazon might be coming here 2nd quarter. That s d price for CMT is still not stable and bit difficult to go sky high. sure that will be. everywhere, not only SG.She also said eCommerce has also become a competitor to retail mall biz too. Haizzzzz capitamall... sold partial last week 1.98. today... 1.95.  will wait a bit, sell the rest. |
|
|
May 30 2017, 02:11 PM
Return to original view | Post
#813
|
|
All Stars
24,454 posts Joined: Nov 2010
|
caiptacomm at all time high now, i think, 1.68.
itchy to sell partial... but yield is still 5.8%, ok. suntec almost at all time high, 1.825, yield 5.5%. question always is.... sell to buy what?!!  |
|
|
|
|
|
Jun 7 2017, 10:26 AM
Return to original view | Post
#814
|
|
All Stars
24,454 posts Joined: Nov 2010
|
keppel dc... nice - 1.31.
it was only a year ago, some of us bought at around 1.00. so, 30% ROI in a yr. anything else like that?! |
|
|
Jun 7 2017, 10:34 AM
Return to original view | Post
#815
|
|
All Stars
24,454 posts Joined: Nov 2010
|
QUOTE(bearbear @ Jun 7 2017, 10:29 AM) Can only think of Croesus 20% no.good profit, you selling? as a habit, i sell the poorest ones, keep all the good ones. will sell remainder of capitamall. btw, i converted some dividends and sales proceeds sgd->rm yesterday at 3.054. need some rm to spend! |
|
|
Jun 7 2017, 01:08 PM
Return to original view | Post
#816
|
|
All Stars
24,454 posts Joined: Nov 2010
|
QUOTE(bearbear @ Jun 7 2017, 11:42 AM) same problem, where to park after sell? u r one of the millions with this "problem".i still have some fund idling then again this one 6 months once divvy, hold 6 months no income le the biggest hedge funds also have this problem. lately, they had dumped tens of billions in oil stocks, put them into tech stocks. so u see all the exxons and schlumbergers diving; amazons and googles flying. until the valuations don't make sense! i see global markets incl sgx continuing to rise, sheer market momentum, from superb liquidity. sg reits... most of them can still go higher. counters and bourses not going higher or going down - more reason to dump them. |
|
|
Jun 7 2017, 07:14 PM
Return to original view | Post
#817
|
|
All Stars
24,454 posts Joined: Nov 2010
|
QUOTE(prince_mk @ Jun 7 2017, 02:44 PM) Sifu, No idea about starhub.No wonder I have seen lately all Sg reits up up and up. But, poor Starhub is still diving. not sure how to go about it. Sell or Hold. I also have some CMT but cant sell yet coz entry price is bit high. Cmt... watch closely... this one like all retail reits wont fly but can wait a bit if wanna sell. I will surely yell when i sell rest of what i have.  |
|
|
Jun 7 2017, 09:47 PM
Return to original view | Post
#818
|
|
All Stars
24,454 posts Joined: Nov 2010
|
watch this one. if fed fails to hike, bond prices may rise further. so will reit prices then.
QUOTE There’s more uncertainty brewing next week. The Federal Reserve is expected to raise interest rates June 14 and may offer guidance on both further increases and its thinking on when to start trimming its $4.5 trillion balance sheet. Treasuries have rallied this quarter, with 10-year yields dropping Tuesday to the lowest since November as traders lose confidence economic growth and inflation will accelerate. https://www.bloomberg.com/news/articles/201...d-bets-j3lr49xm https://www.ft.com/content/3dc6156c-4952-11...f4-c742b9791d43 |
|
|
Jun 8 2017, 10:26 AM
Return to original view | Post
#819
|
|
All Stars
24,454 posts Joined: Nov 2010
|
QUOTE(elea88 @ Jun 8 2017, 10:02 AM) My opinion the fastest for young people... is still PROPERTY.. if want make 6 figures in 10 years. property inv... i will advise young people to be very very careful.as its LEVERAGE MONEY. the prop cycle is very long. buy at right time, u profit big time within a year or 2. buy at wrong time, u suffer for a decade or more. i have experienced 2 cycles - lost in one, made in the other, ok. |
|
|
Jun 8 2017, 10:47 AM
Return to original view | Post
#820
|
|
All Stars
24,454 posts Joined: Nov 2010
|
QUOTE(prophetjul @ Jun 8 2017, 10:43 AM) AND the dynamics of property investment has changed drastically over the last 10 years. that is very true.In the gold olde days, steady 4% pa gains is the norm. Nowadays due to the borderless world, the asset can have wild bubbles and pops along the way. as tech gets everything moving faster, coupled with new trillions floating around, everything has changed. more and greater risks of bubbles everywhere. in the old days, one can put all money in just prop, will work good. today, gotta diversify enough not to get caught bad when one bubble burst. or stay within acceptable liquidity levels to get out/in fast enough! |
| Change to: |  0.4035sec
 0.60
 7 queries
 GZIP Disabled
Time is now: 10th December 2025 - 01:39 AM |
All Rights Reserved © 2002- 2025 Vijandren Ramadass (~unite against racism~)
Powered by Invision Power Board © 2025 IPS, Inc.