I am. I observed the lowest price it has dropped to recently was $0.975. The advantage of this trust is it has a strong sponsor from CWT Logistics. However, I think this trust is also exposed to the numerous supply coming in to the market next year and the year after that.

How will the haze situation in Singapore affect the malls and retail lots performance ?

For the benefit of readers here, the DBSV screen has the following three options when you are trying to key-in a 'Buy' Order. These options are under the category : Order Duration :-

1) Good for Today
2) Good till Date
3) Good till Max

I have not come across any other platforms in Singapore yet that has all these three options. I have always been exposed to these options when I use overseas platforms and I find these options very, very useful.

We don't have to queue every morning.

This post has been edited by Hansel: Oct 1 2015, 07:18 AM

Hi bro,... if your shares are kept with a nominee or secured under Private Banking, you don't need a local Singapore Address to subscribe for Rights Issues. It's not difficult to set-up one too if you have to have one.

Ohh, sorry,... I'll check again and revert. Tq !

Good morning, bro,...

YES to your first statement.

Congrats to your second statement.

For those who wish to know how to set-up a Sgp Address (without staying physically in Singapore) to participate in SG Rights Issues, I welcome them to ask over at the 'SGX Counters' thread. I'll provide step-by-step procedures there from personal experience. Let's make that a one-stop shop fro all these types of questions. Answers will be provided from personal experiences and upgrades to knowledge.

This post has been edited by Hansel: Oct 1 2015, 08:59 AM

Are you guys aware that you still need to get hold of an ATM in Singapore in order to subscribe to and pay for the number of rights later on ? You need to travel down to Singapore.

The address that you need to register with CDP is to provide an address for CDP to send the RI materials to. That's about it.

You are still entitled to the Rights units, but if you don't provide an address within Singapore to the CDP, then there is nowhere that CDP can send the RI materials too.

It's a bit complicated for the first time. Subsequent RI exercises will be very simple.

This post has been edited by Hansel: Oct 1 2015, 05:11 PM

You get better price when buying Rights compared to buying the REIT units in the open mkt.

'Mine is CASH UP FRONT account with min brokerage SGD12. Do not have the Good till DAte.'

Yes, you are right ! There is only one option when buying with Cash Upfront. The buy order is good for the day only, and need to key-in again the next morning.

Just a question : isn't the cash upfront amount $18, instead of $12 ? Tq.

Tq,... I never checked how much they deducted.... too many reports to read.

Hi,... it is not necessary that we look at these two only. There are other REITs to look at and that have not appreciated in price yet.

Choose from the below that Moody's has NOT commented upon. I've always based my opinions on reports like these. Before Moody's came out with the report below, I have earlier commented on being more careful with excess supply coming onboard the Industrial REITs sub-sector soon :-

Announcement: Moody's: Stable outlook for S-REITs reflects strong EBITDA growth, despite challenges
Global Credit Research - 07 Oct 2015

Singapore, October 07, 2015 -- Moody's Investors Service says that its outlook for the Singapore real estate investment trust (S-REIT) industry is stable over the next 12-18 months. The stable outlook reflects Moody's expectation that the sector's larger asset base — driven by new acquisitions and the completion of asset enhancement initiatives during 2014-2015 — will result in a 6%-9% growth in aggregate annual EBITDA for the 19 S-REITs that Moody's rates.

"Over the next 12-18 months, we expect overall occupancy and rental rates for most property segments to be under pressure, because of ample supply and soft demand," says Jacintha Poh, a Moody's Assistant Vice President and Analyst.

"As for the 19 S-REITs that Moody's rates, their well-staggered lease expiry profiles and proactive lease management approach in securing rentals in advance of tenancy expiry will limit the negative impact on EBITDA of lower occupancy and rental rates," adds Poh.

Moody's analysis is contained in its just-released report titled "Real Estate Investment Trusts — Singapore: Strong EBITDA Growth Supports Stable Outlook Despite Challenges," and is authored by Poh.

Moody's report says that CapitaLand Commercial Trust (A3 stable), Keppel REIT (Baa2 stable) and OUE Commercial Real Estate Investment Trust (Ba1 stable) are the most exposed to the lower demand and higher supply levels for office space in the central business district (CBD), because two-thirds of their portfolio comprise CBD office space.

Nevertheless, these three S-REITs will benefit from their track record of active lease management and portfolio of quality assets, because tenants tend to choose quality assets when rental rates fall.

On retail space, Moody's report says demand for such properties will remain weak in 2016, as retailers grapple with soft consumer demand levels, higher operating costs, a tight labor market, and increasing competition from online retailers.

Hotel revenues will fall on lower tourist arrivals to Singapore and competition from new hotels. Mid-tier and upscale hotels will be the worst affected, because of the supply concentration in these segments. Consequently, of the hospitality S-REITs that Moody's rates, Far East Hospitality Trust (Baa2 stable) and OUE Hospitality Real Estate Investment Trust (Ba1 stable) will see the greatest pressure on their EBITDA levels.

As for industrial property, the new supply of business parks and warehousing space will outpace demand growth. Rental rates for business parks will be more resilient than that of warehousing space, given the higher proportion of pre-committed leases and the easing of new supply additions from 2017.

Overall, Moody's stable outlook for the S-REIT sector is based on the industry's staggered debt maturity profile, low refinancing obligations over the next 12-18 months, and high proportion of fixed-rate debt.

Moody's has maintained a stable outlook for the S-REIT industry since July 2010.

The 19 S-REITs that Moody's rates are Ascendas Real Estate Investment Trust (A3 stable), Ascott Residence Trust (Baa3 stable), Cache Logistics Trust (Baa3 stable), CapitaLand Commercial Trust (A3 stable), CapitaLand Mall Trust (A2 stable), Far East Hospitality Trust (Baa2 stable), Frasers Centrepoint Trust (Baa1 positive), Frasers Commercial Trust (Baa3 stable), Frasers Hospitality Trust (Baa2 stable), Keppel REIT (Baa2 stable), Lippo Malls Indonesia Retail Trust (Baa3 stable), Mapletree Commercial Trust (Baa1 stable), Mapletree Greater China Commercial Trust (Baa1 stable), Mapletree Logistics Trust (Baa1 stable), OUE Commercial Real Estate Investment Trust (Ba1 stable), OUE Hospitality Real Estate Investment Trust (Ba1 stable), Parkway Life REIT (Baa2 stable), Saizen REIT (Ba3 stable), and Suntec Real Estate Investment Trust (Baa2 stable).

Good luck...

Yes, it's a very good tactic - trading REITs. If price appreciates, we sell and get cap gains. If price does not appreciate, we wait for price to appreciate and while waiting, we get dividend.

However, my mindset is always on buying and keeping for dividend, hence I said about other REITs which don't move too much.

Bro,.. I have not referred, but I don't think you can get such volatility in REITs that often.

If my memory serves me correctly, I believed I started hearing about excess industrial floor space coming into Sgp in end-2012 and beginning-2013 when the Urban REdevelopment Authority (URA) released its report. I recalled the prices of Industrial REITs have been trending down since 2013,...

I believed this should happen to AIMs too. I wouldn't be surprised if the DPU has gone down too bwteen 2013 and 2014 due to more vacant spaces. AIMS has warehouse space largely as its assets, hence it should be affected. A stable yield could be because of dropping REIT price and dropping DPU at the same time, creating the same ratio again.

Whereas for Soilbuild,... it IPO'ed later than AIMS. It would have anticipated on the increasing warehouse glut in the mkt. It has Business Parks and not only warehouses. I would say Soilbuild is more resilient, but still I would stay away from Soilbuild.

The glut is supposed to hit Sgp next year and into 2017.

MAS ann't on next Wednesday morning. Anticipated to be easing on the strength of the SGD, because interest rate is going up. A weaker SGD caters well for liquidity when interest rate is higher - Singapore context.

So,...............not much chance to top-up for SG REITs anymore, not until all that talk about rate hike comes back into the picture. I am not able to top-up for my targeted REIT too today. Price is high to go in for,... I am making some profits (cap gain) now for the REITs that I have started to buy in the last few weeks...

However, unfortunately, am not able to buy more for now.

I would prefer to buy more to start reaping the dividends to be paid out in November 2015...

Tq,.. AV and WongMK,... the REIT I am aiming for did not drop today,... so, couldn't get hold of any. But I managed to catch a bigcap yield counter,...

So, there is still productive work done today.

Not going in yet,... more to drop when interest rate starts to rise,... Steady...

The rout is not over yet,... I am holding my warchest.

I am currently focussing only on converting my funds into the SGD and the USD whenever the window of opportunity presents itself.

I am losing opportunity cost as my funds are sitting in foreign savings accounts earning very meagre interest rates. But no choice-lar,... waiting for the big fishes,....