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 Singapore REITS, S-REITS

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AVFAN
post Jun 8 2017, 10:51 AM

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QUOTE(elea88 @ Jun 8 2017, 10:45 AM)
i hv collection of bad property and good property...

must really eye the correct one. But if young.. and hv a long time frame horizon.. .its still the
way to grow capital with LEVERAGE money.
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yes, being young has a great advantage - time.

leverage - a double edged sword... u will not like it anymore when something major happens, u get slapped with a 15% pa int rate.

u haven't experienced that, i suppose? biggrin.gif
AVFAN
post Jun 19 2017, 02:56 PM

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QUOTE(elea88 @ Jun 19 2017, 10:48 AM)
Really super high the SG REITS...

aims reach 1.45.

first reit 1.33...
Is this peak?
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maybe riding on the overall real estate/prop uptrend...

https://www.bloomberg.com/news/articles/201...y-in-five-years
AVFAN
post Jun 20 2017, 02:55 PM

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sold all capitamall today 1.965.

roi been acceptable, not great.

it's goodbye to this one after 3 years.

not going to buy new reit.

will scout around, put the money in some sgx dividend stock. biggrin.gif

AVFAN
post Jun 20 2017, 07:07 PM

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QUOTE(prince_mk @ Jun 20 2017, 06:11 PM)
I m also waiting for the right price to dispose this counter. would you consider CapitaLand Commercial instead ?
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Capitacomm, already have enough.
This one, i keep.
AVFAN
post Jun 28 2017, 10:57 AM

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whoa... keppel DC... 1.33... running away again...!
AVFAN
post Jul 12 2017, 01:14 PM

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QUOTE(Showtime747 @ Jul 12 2017, 12:28 PM)
Another million dollar questions on which currencies to hold :

If market crash really happen in the near future, how would it affect our currencies ? (USD, S$, A$, GBP, CNY, JPY.....)

My guess will be US market will start the ball rolling. So, USD will come down first. And fund manager will scramble to other safer markets (JPY ?). So other currencies will gain over USD

And Gold will soar, Bond will be snatch up....

How would RM perform ? Will RM still peg to USD ? Should we hold RM or change to S$ or A$ or JPY NOW in anticipation of picking up good value stocks IF market crash ?
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Good question, impt to be prepared!

If u look at the last 6 months, usd index already dropped 8%.

The rate hikes have all been priced in, maybe overdone.

During this period, euro gained most, rmb next, yen a bit.

Sgd gained, aud not much.

Rm gained against usd but lost to all the rest of majors.

Rm lost to thai baht too, now at 7.9.

If market crashes, usd index can fall another 5 or 10pc, and that has happened before, $ index below 75.

Rm will likely gain against usd but lose to others as usual.

Money will flock to traditional safe havens.

For that, i think easiest from here, hedge with gold, sgd, euro.

This post has been edited by AVFAN: Jul 12 2017, 01:32 PM
AVFAN
post Jul 20 2017, 10:48 AM

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QUOTE(AREA51 @ Jul 19 2017, 09:30 PM)
that i won't know but taking profit first simply cos i think the market isn't cheap anymore blush.gif
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QUOTE(elea88 @ Jul 20 2017, 07:14 AM)
have to lor.. if not $$$ put where?
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i had sold about 15% of what i had in the last 2 months.
thinking of selling another 15% now that there is even more profit!
can't help it since some yields approaching 5%... a bit too low for my liking.

if cashing out to get RM for use, quite good, ex rate now 3.1x.

once sold, no chance to buy anything cheaper... so far.
but u never know... some major event can throw things up again.
as it is, it should be calm... fed rates hikes are going to be mild, all priced in for now.
AVFAN
post Jul 20 2017, 01:41 PM

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QUOTE(prophetjul @ Jul 20 2017, 12:02 PM)
I wish I can sell some of the Reits.

However, I am already 40% cash position for my equity portfolio.

Now I am looking at Croesus cash too.

Aikkksss
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40%?! biggrin.gif

i'm trying to get to 20%.



sold part capitacomm today - 1.73, all time high now... yield 5.3% only.

this counter has been v gud for me.
AVFAN
post Jul 21 2017, 03:44 PM

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QUOTE(Hansel @ Jul 20 2017, 03:25 PM)
That's why,... don't simply sell, bros,... unless you are really sure the mkt will crash. If your funds sit there idling, then you are losing out on opportunity cost. YOU are losing ou on the dividend that you could possibly be earning had you not sold. And not to mention the possible further gains of the stock price, ie, high becoming even higher !
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biggrin.gif

if sell to take profit, do slowly.

sgreits are helluva strong... most of them.

even capitamall with "poor" outlook has gone up (after i dumped!).

nice to see capitacom, suntec and kdc still riding high.

and SGD still as strong as ever! rclxms.gif

This post has been edited by AVFAN: Jul 21 2017, 03:47 PM
AVFAN
post Jul 21 2017, 07:39 PM

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QUOTE(Hansel @ Jul 21 2017, 05:15 PM)
But why take profit if you don't need the money yet, bro ?? We might as well continue holding the units to let each unit's value continuing to rise, and to reap the dpu payout for each unit every qtr,...
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Bills to pays, kid fees to pay, holidays to take. biggrin.gif
AVFAN
post Jul 21 2017, 09:30 PM

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QUOTE(elea88 @ Jul 21 2017, 09:25 PM)
haha afterall.. RM is undervalue right?
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no, i don't see a strong rm for a long time.

just that at this time, i need rm, reit prices good, rm rate good - all fits in.

and it's not that i'm selling all! tongue.gif
AVFAN
post Jul 27 2017, 11:46 AM

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what's up with aimsamp?

lost 6 cents...

This post has been edited by AVFAN: Jul 27 2017, 11:46 AM
AVFAN
post Jul 27 2017, 11:50 AM

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QUOTE(elea88 @ Jul 27 2017, 11:48 AM)
bad results la..

http://www.btinvest.com.sg/markets/news/13...tml?source=btbn
at curent price.. YIELD below 7%
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ok... will see how low it will go.
AVFAN
post Aug 9 2017, 10:33 AM

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QUOTE(prophetjul @ Aug 8 2017, 03:49 PM)
What is your present yield of SREits on present portfolio price?

Mine stands at 8.47%
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8.47% is thumbup.gif

must have kept them, no sell for some years.

i am at 6.9%, having sold some of them for profit, buy back.

happy enough! biggrin.gif


AVFAN
post Sep 14 2017, 10:11 AM

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took my eyes off sgreits for some weeks now...

have some dividend to reinvest.

aims 7.6% yield... still ok to add at 1.42?

any significant news lately?

not interested in others...
AVFAN
post Sep 15 2017, 11:16 AM

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for anyone who missed this...

QUOTE
Keppel DC REIT acquires Dublin property, DBS maintains ‘Buy’ rating
https://www.reitsweek.com/2017/09/keppel-dc...buy-rating.html
AVFAN
post Sep 16 2017, 11:52 AM

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QUOTE(Hansel @ Sep 16 2017, 03:21 AM)
Bro,... in spite of ALL the reat things said by the press abt this acquisition, there is an issue still being worked upon at Dublin One. Dublin One has prbs finding tenants, and the power supply at the asset needs to be upgraded which basically means, no inflow, but outflow only because of the upgrading work....
Dublin One has the lowest occupancy rate in the entire portfolio of KDC REIT, and now, I saw in yr link up there that this coming Dublin Two also has more than 10% of space not taken-up,...
Wondering if this is really a good buy,...
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QUOTE(elea88 @ Sep 16 2017, 11:34 AM)
just holding tight to what i hv. not adding yet.
as price so high.... at current price yield less than 6%
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thought i read one report... some bank or fund raise target from 1.40 to 1.44.

so, whatever it is, i hold too.

this one is my star, bought at early low price(s).
AVFAN
post Sep 18 2017, 10:54 AM

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keppel dc, here it is...

QUOTE
KEPPEL DC REIT
Broker: DBS Group Research
Call: Buy
Target price: $1.44
http://www.straitstimes.com/business/broke...-keppel-dc-reit


AVFAN
post Sep 22 2017, 11:13 AM

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QUOTE(mopster @ Sep 22 2017, 04:54 AM)
CCT Rights Issue...
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capitaland commercial trust, CCT...

prepare yr SGD! rclxms.gif

QUOTE
Rights Issue
Approximately 513.5 million rights units will be issued based on the issue price of S$1.363
per rights unit to raise gross proceeds of S$700.0 million. DBS Bank Ltd., J.P. Morgan
(S.E.A.) Limited and The Hongkong and Shanghai Banking Corporation Limited, Singapore
Branch have been appointed as the joint lead managers and underwriters for the rights issue.
To demonstrate its support for CCT and the rights issue, CapitaLand Singapore Limited
(CLS) has provided an irrevocable undertaking to the Manager and the joint lead managers
and underwriters that it will procure its subsidiaries to subscribe and pay in full for their total

5 Attributable office portfolio includes 60.0% of Raffles City Tower, 50.0% of One George Street and the rest of
CCT’s office properties in the CBD but excludes Raffles City Shopping Centre, Wilkie Edge, Bugis Village and
Golden Shoe Car Park.
3
provisional allotment of rights units. This commitment by CLS represents in aggregate
approximately 31.0% of the rights units to be issued pursuant to the rights issue.
The 166 for 1,000 rights issue provides eligible unitholders with the opportunity to subscribe
for their pro rata entitlement to the rights units at an issue price of S$1.363 per rights unit
(Issue Price) which is at a discount of (i) approximately 19.6% to the closing price of
S$1.695 per unit as at 20 September 2017
and (ii) approximately 17.3% to the ‘theoretical
ex-rights price’ or TERP6
of S$1.648 per unit.
http://infopub.sgx.com/FileOpen/CCT_NewsRe...t&FileID=471353

AVFAN
post Sep 22 2017, 01:32 PM

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QUOTE(elea88 @ Sep 22 2017, 12:32 PM)
i already sell.. now waiting for BEST BEST entry price..  haha
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u can still buy now to get the rights... before 29 Sep.

QUOTE
Existing unitholders who participate in the rights issue will not experience a dilution in their
unitholdings if they were to subscribe for their pro rata entitlement to the rights issue. The
books closure date to determine the rights entitlement of eligible unitholders is 29 September
2017. Eligible unitholders who do not wish to subscribe for the rights units may choose to
sell their rights entitlements during the “nil-paid” rights trading period to realise the value of
their rights entitlements. CCT unitholders are advised to refer to the ‘Launch of Rights Issue’
document available on CCT’s website for more details and the indicative timetable.


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