aimsampi price gone up a few cents in the last week or so.

looks like similar to firstreit, strong div announcement coming soon.

whoever sees the notice, pls post! tq.

the most recent ib reports do not have much great news about sgreits, except for a few selected ones in office and healthcare.
it is always possible some will lose up to 30% in price at some point, happened before!
still, as long as us treasury yields aren't spiking up non-stop, risks aren't that high.trading reits intraday is...?!!
but i can see the possibilities with the most liquid and relatively volatile ones - e.g suntec, capitalmall.
most people incl me buy for keeps; selling will mean liquidation for good, no going back to that counter.
but...good for u if you make more by trading.

business trusts... can u suggest a couple for me to look at? tq.



firstreit div ex'ed today. we'll see if it creeps back up to 1.24-1.25 soon enough...

This post has been edited by AVFAN: Jul 21 2014, 04:19 PM

my bad... was referring to nursing homes like firstreit....

not great outlook... but why bleak?

price been 1.04-1.06 for many moons.

yesterday was ex-div, so dropped 2 cents to 1.03, quite normal.

7.2% yield, not bad!

This post has been edited by AVFAN: Jul 23 2014, 02:31 PM

check here from time to time for div ex dates:
http://www.sgx.com/wps/portal/sgxweb/home/...267378636904/=/true, sabana's div dropped quite a bit starting some months ago, so yield not so high anymore.

all that due to vacancies. industrials under pressure due to ample space now.
while i'm not expecting great performance, i am quite happy for now with 7+% yield with stable price, no cap loss unlike some others!

having said that, i won't add to sabana. more likely will add soilbuildbiz when div $ available. this one been very steady, inching up very slowing, 7.5% yield. check the charts!

This post has been edited by AVFAN: Jul 23 2014, 04:28 PM

interesting remark about the ex-date...
becos some time ago, the question was raised if it is as simple as holding it till the day before ex or need to hold a bit longer to get div due to diff broker requirements for payment, entitlement date, etc.
about that, i checked with my broker cimb nominee acc and confirmed the rules are same as bursa, i.e. hold until day before ex, can sell on ex, still get div. no need payment if within t+3 which is also same as bursa.
however, there was no confirmation as far as i remember if taht is also applicable to direct acc opened with broker in sg. perhaps elea88 can comment..?

sabana - yr memory serves u well. later part of 2013, it was 1.13 or so. i bot some then but averaged in feb14 at 1.03 and 1.02, so it's 1.05 for me.

soilbuildbiz - i bot in may14 at 0.79, got div in jun; now it's approaching 0.82. happy enough!

in general, i'm happy with all ny sg reits - all in the green incl div, best performers being suntec and aimsampi (mainly due to rights exercise).

was there many times, some time ago!

frankly, i'm not sure!
will verify n revert!

i said m not sure simply becos i been seeing this kind of notices:

http://www.sgx.com/wps/portal/sgxweb/home/...267446346960/=/
sabana
DIVIDEND
Ex.Date: 22 Jul 2014
010414-300614 SGD 0.0186 LESS TAX

firstreit
DIVIDEND
Ex.Date: 21 Jul 2014
DRP SGD 0.0128 TAX EXEMPT

so, i do not know for sure if some are still subject to certain taxes. or perhaps this only apply to residents, not non-residents?

if you have ready sgd or can easily transfer to sgd bank acc, it makes more sense to open direct with dbs. cheaper overall.

alternative is thru major local banks incl cimb via a nominee acc where u can buy/sell online, pay thru local bank account at fair exchange rates. this way, not only sgx, can do same with hkx, nyse, nasdaq.


seriously, with local economy, bursa and fd's pretty sterile, putting some money in foreign investment/currency is a good and timely thing, imo.

for cimb nominee acc, buy/sell with itrade platform, it works this way:

.. no need to deposit anything if you have some stocks (bursa or any other) with enough trading value.
.. when u buy at itrade, the rate to be used is shown on the screen, e.g. now is buy sgd at rm2.5665, sell sgd is rm2.5535. can check with other banks rates now to see if these are fair rates.
.. after purchase, the next day, u get a statement via email - it will show exactly that rate and total cost in rm incl brokerage, stamp duty, etc. the same figures will also be displayed in yr itrade/client summary, so u can't miss.
.. just deposit the rm figure within t+3 to complete purchase.

.. if u have some sgd in the sgd trust acc (which happens becos of on-going div, and which does not earn any interest unlike the trust acc in rm), u can use that to pay too. if amt is sufficent, it's just sgd paying for sgd, rm rate becomes irrelevant. if it is insufficient and you need to pay partial sgd and partial rm, a new rate will be determined on due date for the portion u wish to pay in rm - this is becos at purchase, the bank locks into the rate at that time for you and this rate can't be used if you choose pay differently. so, depending on whether the rates moves for or against u significantly over the following few days, one can choose to optimize. i usually accumulate enough of the div in sgd and wait for opportunity to buy and pay in sgd when sgd is relatively stronger than rm. conversely, if rm is strong, i will pay with rm and just leave the sgd's for the next opportunity.

This post has been edited by AVFAN: Jul 24 2014, 02:15 PM

<rm100k 0.42%; >rm100K 0.275%; min sgd28
plus some minor misc charges.
div processing sgd 10 per div.

other details, better call and ask them!

many already ex-ed incl firstreit, suntec, capitamall, sabana.

still waiting for announcement from the rest. aimsampi looks very interesting as it reaches 1.50 before div news.

i will collect all div first, then go shopping.

ya, nice!

all ib reports i read recently are -ve on ind reits as there is ample new space coming onstream.

generally, these ib's say sg reits are toppish, nothing good to say.

personally, i only hv aimsampi and sabana in industrials - aim has been very good, sabana has been behind since a few months ago.



just bought a bit more cdl htrust, since it dropped a bit more than i expected ex-div. this one gave lower than exp div due to some hotel shutdown for renov but shud be back in op soon. i see sg hotels in v good shape.

been thinking about that too... the risks there are certainly increasing...

what direct investments, care to share?

This post has been edited by AVFAN: Aug 1 2014, 06:45 PM

price easing a bit, yields rising. plus just ex-div.

can see it almost across the board..

not topping up anything more for now. will watch a bit longer, wait for divs to arrive!

sgd won't earn much interest anywhere, so not a big issue...

if i hv ready cash, i will add a bit of soilbuildbiz.

my fav hv been suntec n capitamall but these 2 need to wait patiently as their prices can go down 5-10% quite quickly...

i hv both sgreits and myreits... more in sg.

This post has been edited by AVFAN: Aug 5 2014, 04:58 PM

thanks for heads up!

will watch for a few days...

just read ib report that sg may be raising rates soon... well... 20-25bps?

yep, been monitoring.

now waiting for the batch of sg cash div, then shop together with rm!