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 Singapore REITS, S-REITS

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davidcch07
post Jan 7 2015, 02:38 PM

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QUOTE(AVFAN @ Jan 7 2015, 03:14 PM)
soilbuildbiz - said previously, it is very stable, been at 0.79 forever, boring!
yield 7.8%, div paid twice a year, not 4 times.

keppel dc - this one is new, right?
*
Kepple DC is new....


Boring but div nice 7.5% yearly... some SG FD dont have so much % also... tongue.gif
elea88
post Jan 7 2015, 02:45 PM

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QUOTE(davidcch07 @ Jan 7 2015, 02:07 PM)
ya... noticed this two reits not doing good... that;s i concern which to go for.....

perhaps can start with SoilbuildBizREIT and Keppel DC REIT  hmm.gif  hmm.gif  hmm.gif
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keppel DC. now I notice its IPO 12 Dec 2014.
Any idea how many times div payout. cannot find this info from their website.

what is in their property portfolio? i search KEPPEL DC.. come out keppel Corp..
davidcch07
post Jan 7 2015, 02:46 PM

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QUOTE(elea88 @ Jan 7 2015, 03:45 PM)
keppel DC. now I notice its IPO 12 Dec 2014.
Any idea how many times div payout. cannot find this info from their website.

what is in their property portfolio? i search KEPPEL DC.. come out keppel Corp..
*
DC = Data Center and this is more to IT Servers.... tongue.gif
davidcch07
post Jan 7 2015, 02:49 PM

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btw.... Popular Holdings look interesting.... anyone got any inputs?

Welcome...
elea88
post Jan 7 2015, 04:48 PM

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keppel DC info

since i researching.. here is some info :

http://www.todayonline.com/business/keppel...r-heavy-trading

price today 0.965 vs IPO price 0.93

"Based on its prospectus, Keppel DC REIT’s expected distribution yield is 6.8 per cent next year and 7.1 per cent in 2016."

still finding distribution is semi or quarterly?
davidcch07
post Jan 7 2015, 04:58 PM

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QUOTE(elea88 @ Jan 7 2015, 05:48 PM)
keppel DC info

since i researching.. here is some info :

http://www.todayonline.com/business/keppel...r-heavy-trading

price today 0.965 vs IPO price 0.93

"Based on its prospectus, Keppel DC REIT’s expected distribution yield is 6.8 per cent next year and 7.1 per cent in 2016."

still finding distribution is semi or quarterly?
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lady to read.... too many pages. rclxub.gif

http://infopub.sgx.com/FileOpen/Keppel%20D...IPO&FileID=4528

davidcch07
post Jan 7 2015, 05:04 PM

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QUOTE(davidcch07 @ Jan 7 2015, 05:58 PM)
make it short ...


FREQUENCY OF DISTRIBUTIONS
After Keppel DC REIT is admitted to the Main Board of the SGX-ST, it will make distributions to
Unitholders on a half-yearly basis, with the amount calculated as at 30 June and 31 December
each year for the six-month period ending on each of the said dates. Post-listing, Keppel DC
REIT’s first distribution will be for the period from the Listing Date to 30 June 2015 and will be paid
by the Manager on or before 28 September 2015. Subsequent distributions will take place on a
half-yearly basis. The Manager will endeavour to pay distributions no later than 90 days after the
end of each distribution period.
Keppel DC REIT’s primary sources of liquidity for the funding of distributions, servicing of debt,
payment of non-property expenses and other recurring capital expenditure will be the receipts of
rental income and borrowings.
Under the Property Funds Appendix, if the Manager declares a distribution that is in excess of
profits, the Manager should certify, in consultation with the Trustee, that it is satisfied on
reasonable grounds that, immediately after making the distribution, Keppel DC REIT will be able
to fulfil, from the Deposited Property, the liabilities of Keppel DC REIT as they fall due. The
certification by the Manager should include a description of the distribution policy and the
measures and assumptions for deriving the amount available to be distributed from the Deposited
Property. The certification should be made at the time the distribution is declared

AVFAN
post Jan 7 2015, 05:13 PM

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QUOTE(davidcch07 @ Jan 7 2015, 02:46 PM)
DC = Data Center and this is more to IT Servers....  tongue.gif
*
took a quick look at this keppel dc. loosk ok to me:
- premium over ipo price (unlike the discounts we see again n again in bursa! laugh.gif )
- low gearing 28%
- decent promised yield
- data centers a viable biz
- excellent liquidity
AVFAN
post Jan 8 2015, 06:26 PM

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interesting to see some sgreits reaching new hieghts...

suntec 1.98
cdlhtrust 1.77
firstreit 1.285

nice... but are they increasing income n dividends? or just a rush to bonds n reits?

time to sell some? hmm.gif
nexona88
post Jan 8 2015, 06:29 PM

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QUOTE(AVFAN @ Jan 8 2015, 06:26 PM)
interesting to see some sgreits reaching new hieghts...

suntec 1.98
cdlhtrust 1.77
firstreit 1.285

nice... but are they increasing income n dividends? or just a rush to bonds n reits?

time to sell some? hmm.gif
*
malaysian buying Sreits for dividend sweat.gif
ShinG3e
post Jan 8 2015, 07:34 PM

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QUOTE(nexona88 @ Jan 8 2015, 06:29 PM)
malaysian buying Sreits for dividend sweat.gif
*
hmm.gif what do you mean?
davidcch07
post Jan 9 2015, 10:55 AM

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for those got MYEG hor se liao...

http://www.thestar.com.my/News/Nation/2015...and-new-charge/
elea88
post Jan 9 2015, 11:11 AM

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QUOTE(AVFAN @ Jan 8 2015, 06:26 PM)
interesting to see some sgreits reaching new hieghts...

suntec 1.98
cdlhtrust 1.77
firstreit 1.285

nice... but are they increasing income n dividends? or just a rush to bonds n reits?

time to sell some? hmm.gif
*
i key in to sell suntec 2.00.. but not done.
maybe first reit also can dispose.. coz with the higher price.. just take the cap gain instead of waiting div.
and exchange with those 7% yield.

what u think ACCORDIA GOLF? something new...
AVFAN
post Jan 9 2015, 11:16 AM

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QUOTE(elea88 @ Jan 9 2015, 11:11 AM)
i key in to sell suntec 2.00.. but not done.
maybe first reit also can dispose.. coz with the higher price.. just take the cap gain instead of waiting div.
and exchange with those 7% yield.

what u think ACCORDIA GOLF? something new...
*
suntec 2.00... think need a few more "good" months since it will a new record high.
will sell when it gets there. smile.gif

firstreit - somehow i like to keep this only healthcare counter i have.


accordia... never liked golf, so will stay far away. and in japan... yen no good...

AVFAN
post Jan 13 2015, 02:02 PM

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suntec not moving at 1.95, no chance to sell!

capitacom, capitamall, firstreit all going for new highs...

ex rate today 2.6815/2.6695.
jason_168
post Jan 15 2015, 01:39 AM

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Dear Sifu,

New to S-REITs and I am planning to invest in Soilbuildbiz & AIMS within this week.

Given both REITS result release is just around the corner, would this be a positive quarter and a good time to buy ?

Looking for the div yield smile.gif


AVFAN
post Jan 15 2015, 09:20 AM

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QUOTE(jason_168 @ Jan 15 2015, 01:39 AM)
Dear Sifu,

New to S-REITs and I am planning to invest in Soilbuildbiz & AIMS within this week.

Given both REITS result release is just around the corner, would this be a positive quarter and a good time to buy ?

Looking for the div yield smile.gif
*
based on price movement in last few weeks, both are expected to declare next div similar to previous. so, nothing spectacular or disappointing.

soilbuildbiz will come first, like most of the rest. aims is somewhat out of the normal cycle, a month lag.


elea88
post Jan 15 2015, 10:57 AM

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QUOTE(AVFAN @ Jan 15 2015, 09:20 AM)
based on price movement in last few weeks, both are expected to declare next div similar to previous. so, nothing spectacular or disappointing.

soilbuildbiz will come first, like most of the rest. aims is somewhat out of the normal cycle, a month lag.
*
Sg still moving upwards.. Yesterday was talking to money changer guy.. Business very good.
Many ppl keeping foreign currency even at RM low...

U think the SG will move up somemore?
2.60 already high.. now 2.70 coming!!!....

What to buy this round for coming div?
AVFAN
post Jan 15 2015, 11:01 AM

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QUOTE(elea88 @ Jan 15 2015, 10:57 AM)
Sg still moving upwards.. Yesterday was talking to money changer guy.. Business very good.
Many ppl keeping foreign currency even at RM low...

U think the SG will move up somemore?
2.60 already high.. now 2.70 coming!!!....

What to buy this round for coming div?
*
i'm counting on 3.0 in 5 yrs time. tongue.gif

actually, been monitoring very closely... wanna sell suntec, add to aims/starhill/first/soil.

suntec yield very low, unlikely it will rise much more.
elea88
post Jan 15 2015, 11:09 AM

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QUOTE(AVFAN @ Jan 15 2015, 11:01 AM)
i'm counting on 3.0 in 5 yrs time. tongue.gif

actually, been monitoring very closely... wanna sell suntec, add to aims/starhill/first/soil.

suntec yield very low, unlikely it will rise much more.
*
Wait for 19th JAN.. when board lot size reduce to 100 units.

Then maybe I gonna diversify to non reits...

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