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 Singapore REITS, S-REITS

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elea88
post Apr 2 2014, 12:04 PM

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QUOTE(AVFAN @ Apr 2 2014, 11:10 AM)
i am planning to add starhill and suntec.

but first need to sell some myreit first - this one hard to do as most are in the red.... sad.gif
*
ya, they will be declaring dividend soon... around this month.
elea88
post Apr 9 2014, 04:15 PM

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QUOTE(AVFAN @ Apr 9 2014, 10:52 AM)
added anything or not?

most sg reits incl suntec, have moved up gradually in the last few weeks.

even aimsampi is back to 1.39! thumbup.gif

maybe becos of weak usd... usd1=sg1.25 now...
*
yes, the exchange rate is now favourable.

I am looking at :
capitacommercial trust - RM1.5 plus
next div sometime august 2014


and Mapletree logistics trust

but still analysing.

Suntect Starhill, Aim, First... already moving up... as will be declaring dividend soon..


elea88
post Apr 10 2014, 07:16 PM

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QUOTE(James360L @ Apr 10 2014, 07:12 PM)
Standard Chartered Bank have recently undergone a website revamp and that same page above can now be found here https://www.sc.com/sg/save/saving-esaver.html
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Hv to check the term FOREIGNER. coz last year I checked, they said, must have address in Singapore.

Since I do not have a permanent address in Singapore, I opted for DBS BANK instead.
elea88
post Apr 11 2014, 01:55 PM

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capital mall trust or Capital Commercial Trust?
Which one better?
elea88
post Apr 14 2014, 06:27 PM

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QUOTE(AVFAN @ Apr 9 2014, 10:52 AM)
added anything or not?

most sg reits incl suntec, have moved up gradually in the last few weeks.

even aimsampi is back to 1.39! thumbup.gif

maybe becos of weak usd... usd1=sg1.25 now...
*
aim sampi is now 1.43...
elea88
post Apr 16 2014, 11:01 AM

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http://firstreit.listedcompany.com/newsroom/fr140414.pdf

First REIT declared distribution per unit (“DPU”) of 1.99 cents, a 14.4% increase from 1Q 2013 DPU of 1.74 cents. Based on annualised DPU of 8.07 cents and closing price of S$1.11 on 11 April 2014, First REIT’s distribution yield remains at a healthy 7.3%.

yeah.. better dividend.
elea88
post Apr 16 2014, 11:38 AM

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QUOTE(AVFAN @ Apr 16 2014, 11:32 AM)
thanks for info. will take a look. u bot some?

been looking at frasers comm trust, one of the "3 cheap reits" but seems this one is very dull despite price<nav.

suntec, capitamall, capitacomm all moving up!
*
FIRST REIT i bought last year.

I am looking at
capitacommercial trust key in RM1.5 plus
next div sometime august 2014
but still not done now is 1.6plus


and Mapletree logistics trust
now is 1.07

i key in 1.05.. till today not done.. haha

most reits moving up. So, to AVERAGE UP? coz SGD EXCHANGE now is quite favourable too...
elea88
post Apr 17 2014, 03:30 PM

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QUOTE(AVFAN @ Apr 17 2014, 11:27 AM)
failed to get at 1.135 yesterday.

today, 1.14-1.145...

ex date is 21 apr, so need to buy today or tmrw to get div.
*
my opinion, Better dun chase. Just wait EX DIV.
Unless u are costing in TIME VALUE OF MONEY...

elea88
post Apr 17 2014, 05:08 PM

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QUOTE(prophetjul @ Apr 17 2014, 11:48 AM)
Sabana don't look so well.........

NPI down almost 20%..........  as expected lower tenancy
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http://infopub.sgx.com/FileOpen/Sabana_1QF...t&FileID=291934

Sabana Industrial REIT Dividend Yield Falls from 8.1% to 6.9%
http://www.investmentmoats.com/
elea88
post Apr 21 2014, 09:43 AM

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http://www.globalinvestmentslimited.com/co...mon/pg-fees.seo



a bit out of REIT TOPIC.

but, i am looking at this in view of the HI-DIVIDEND.

Anyone bought this?


elea88
post May 2 2014, 11:32 AM

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http://starhillglobalreit.listedcompany.co...on_history.html

29 April 2014

Notice of Books Closure Date



6 May 2014, 9.00am

Ex-Date



8 May 2014, 5.00pm

Books Closure Date



30 May 2014

Distribution Payment Date


Dividend time again...
elea88
post May 2 2014, 03:59 PM

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QUOTE(AVFAN @ May 2 2014, 10:48 AM)
cimb recommended this today:
current price 0.79, yield 7.68%. coming dividend:
*
did u buy this?
Today last day if want the div.
elea88
post May 6 2014, 11:19 AM

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QUOTE(AVFAN @ May 6 2014, 09:26 AM)
starhill global...

it means 1.24 cents dividend per share.
stock price 0.50 is par value, irrelevant.
traded price closed at 0.825 yesterday.
ex date is 6 may, today, i.e. yesterday was last day to buy for div.
u dun get div if u buy today. too late, already ex.

traded price today is 0.815-0.82... small drop due to ex-div, very normal.
*

For Singapore shares there is 2 dates:
ex date : 6 May 2014
Record Date : 8 May 2104 17:00

If Not Mistaken to be entitled to the dividend if ex date is 6 May 2014, must buy
on 2nd May? coz there is the T+3 thing. Maybe Singapore EX-DATE means
share in possession by the Ex Date. Not buy by ex-date.

For Malaysia, i know if ex-date 6th, can buy on 5th.
But for Singapore, I dun think will be entitled to dividend.

Need to find time to check this out.


elea88
post May 6 2014, 11:33 AM

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QUOTE(AVFAN @ May 6 2014, 09:40 AM)
yr tip has turned out to be a star!

i bot at 1.14 cum dividend.

2 weeks after ex-div, price is 1.19. thumbup.gif

tq!

anway, sgd is strong, now 1.25/usd... likely continue to appr against usd for now. good for sg stocks.
*
erm.. my tip ... Lucky only.. I did not do research actually. So, not so reliable one.
I open Singapore ac last year and just went in a bit here and there.

My aim is to diversify to balance the REIT PORFOLIO and i hv the following:


1. industrial - aim, maple ind,

2. shopping hotel- starhill, suntec, lippo

3. hospital, Nursing home - its either first reit or Park Way. park Way... price is high hence yield lower.

Still waiting to add CROESUS, soilbuild, maple log.. and maybe will add in VIVA later...

Now shopping around for other than reit in SGX.

How about u?


elea88
post May 6 2014, 12:15 PM

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LIPPO MALLS INDO RETAIL TRUST - SG1W27938677 - D5IU

LMIR Trust has announced a distribution of 0.68 cent per unit in LMIR Trust for the period from 1 January 2014 to 31 March 2014, comprising a tax-exempt income component of 0.44 cent per unit and a capital component of 0.24 cent per unit. Please see attached for details.
Dateline 14 May 2014

http://www.4-traders.com/LIPPO-MALLS-INDON...atory-18380706/


elea88
post May 6 2014, 12:21 PM

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QUOTE(AVFAN @ May 6 2014, 12:11 PM)
hehe... whether tip or luck...
what i do is read whatever i can, check other sources and then decide if it is worth it.
this case turned out good, so, it's good! biggrin.gif

i have some those u have, firstreit and soilbuildbiz recently added. 8 in total.
best has been suntec, starhill and first.
at the bottom is lippo, sabana but still green considering div.

it gets difficult to monitor if the list is too long, i prefer to add more to existing, not add new reit.

worldcup coming, expect many to sell off and hug the tv 24/7.
so, it may well be just that - sell in may and go away!!
*
Y bottom LIPPO... ? i tot dividend was good?
My LIPPO no appreciation yet.. but been collecting dividends, so o.k la....
elea88
post May 6 2014, 02:16 PM

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QUOTE(AVFAN @ May 6 2014, 12:53 PM)
becos bought not so long ago, div only twice, small cap loss. same with sabana.
i factor in the brokerage charges and actual exchange rates too.

it'll be much nicer to get div and cap appr!
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I think the dividend for 2014 is o.k la... only risk RUPIAH...

http://infopub.sgx.com/FileOpen/Press_Rele...t&FileID=295464

As a result of the lower NPI, and after deducting finance and other costs incurred at the LMIR Trust level, 1Q 2014 Distributable Income decreased by 14.7% y-o-y to SGD 16.7 million. This translates into a DPU of 0.68 cents for 1Q 2014, which represents an annualized DPU yield of approximately 6.8% and a rolling 12-month yield of 7.6%, based on the closing price of SGD 0.400 per unit on 31 March 2014.
elea88
post May 8 2014, 06:16 PM

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http://www.reitsweek.com/2014/05/tong-jinq...abana-reit.html

Tong Jinquan buys 2.8 million units of Sabana REIT

china ppl really buying REITS....
elea88
post May 15 2014, 11:24 AM

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QUOTE(AVFAN @ May 14 2014, 07:50 PM)
rm is relatively strong at this time, like <2.59 to sgd1.0.

if thinking of buying with rm, now may be a good time.

meanwhile, starhill, suntec, first reit going up continously... not sure if sustainable...
*
Rate is good, but dunno what to buy.
Like u say REITS going up.....
but strategy is not to take in the cap gain, but
get better yield.

so, wait and see...
elea88
post May 21 2014, 07:01 PM

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QUOTE(AVFAN @ May 15 2014, 01:06 PM)
dunno wat to buy... true! biggrin.gif

i wudn't want to buy those <6% yield now - suntec, capmall, capcom, starhill.

lippo and sabana are much less attractive now with adjusted lower yields and their risks, price may fall further.

just sold all my igb, seriously considering keppel and cdl...circa 6.5% yield..

i been watching last few days very closely, no chance to get just a bit cheaper...

then again, div season is just over, can wait a bit too...
the news is that us bond yields are still going lower, which means reit prices in major bourses may have a bit more to run up.
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http://www.reitsweek.com/2014/05/stanchart...rial-reits.html

Standard Chartered Research (StanChart) warned that the rising supply of business park space in Singapore is likely to depress rents in the long term, including those at warehouses, affecting yields for investors of industrial REITs.

Subsequently StanChart issued calls in a research note on 20 May to sell industrial Singapore-listed industrial REITS, Ascendas REIT (SGX:A17U), Mapletree Industrial Trust (SGX:ME8U) and Mapletree Logistics Trust (SGX:M44U), predicting an average downside potential of between 2% and 15% to its new price targets.

StanChart also expects the average distribution per unit (DPU) for the largest industrial REITs to fall at a 3.5 per cent compounded annual growth rate (CAGR) over 2014 to 2016.

However the banks remain optimistic on Singapore office REITs, suggesting that office REITs listed in the city state are likely to offer higher dividend yields than industrial REITs.

StanChart issued a call to buy CapitaCommercial Trust (SGX:C61U), Suntec REIT (SGX:T82U) and Keppel REIT (SGX:K71U) citing upside potential of between 7% and 14%.

The bank estimates DPU CAGR of 9.6 per cent in 2014-16 for the Singapore office REITs and estimates an average DPU yield of 6.7 per cent in 2016, which would be 14 per cent higher than the three largest Singapore industrial REIT’s average DPU yield of 5.9 per cent.
The predictions are in line with reports from Ascendas REIT and Mapletree Industrial Trust which have reported falling occupancy for their respective industrial properties.

Supply of business parks in Singapore is expected to rise by about 9% per annum between 2014-2014 and causing rents to fall by about 22%. Warehouse rents are also expected to slip by about 14%.


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