For what its worth, Sabana has yet to renew over 40% of its leases set to expire in NOv.

That is a major concern.

Bought more LippoMalls recently after its major fall 

Should be good....only thing earnings in Rupiah.  So currency issues.

Yes BUT..........40% wor.............that's a lotta earnings if they cannot renew!

So its a risk

Bought more LippoMalls recently after its major fall 

heheh - sorry bro.
i didnt buy based on price expectations, i bought based on the expected DY% based on $0.43
i'm a simpleton when buying REITs - just based on NAPS vs Price, D/E (or gearing) and DY%.

Lippomalls earn in rupiah, but have to pay out in sgd. Exchange rate matters. Also thier loan us in sgd while thier assets us in rp. A devaluation means thier assets is worth less in sgd. 

AV

When investing in REITs, best not to expect too much price increase gains.

Just take that if it happens as bonus.

Yield is the name of the game

http://mystocksinvesting.com/singapore-sto...nical-analysis/
Lippo Mall on downtrend...  and distribution yield follow Reduce.

I am thinking of collecting some at this point SGD0.445. Any comments for discussion?

i thinking of buying ascendasindreit and soilbuildbizreit today...
still analysing.
ascendasindreit is cum div...

^thank you but then i have no idea how to calculate dividend for S-REIT because got LESS TAX,  TAX EXEMPT and Annualised DPU  etc I appreciated if anybody can help me

buy buy buy ?

yes, if TT transfer today is 2.63... any idea if it will go back to 2.58?
my SG ac no more money 2 buy anything...

Next dividends ex dates will be in January 2014

Trade done AIMS AMP CAP today SGD 1.40.... Shopping time....

Hi,

I have the same thinking, that I should start buying SREIT to hedge against the falling MYR. Can you please share the tools and experience? Do you use CIMB iTrade? I do have access to Singapore bourse now with iTrade but not quite sure of things like:
1. tax?
2. forex rate?
3. broker fees, etc.?
4. how to instruct dividends to be deposited into a SGD trust account?
5. how to instruct dividends to be used to buy more REITS?

Thanks in advance.

AIMS AMP
Distribution For 1 October 2013 to 31 December 2013
Distribution Rate 2.770 cents per Unit
Books Closure Date 10 February 2014
Payment Date 27 March 2014

Hi AVFAN,

Thanks for the info. I am waiting for at least a major correction in SG before going into this. At the going rate, MYR-SGD forex is not favorable.

Ringgit falls to fresh record low of RM2.624 against Singapore dollar

February 07, 2014

The Malaysian ringgit hit a fresh record low against the Singapore dollar this week as several regional currencies continue to stay weak, which analysts attributed to capital outflows from emerging markets to developed markets.

The Straits Times reported that just three days after softening to an all-time low of RM2.622 against the Singdollar last Thursday, the ringgit fell further to RM2.624 at the start of this week.

It was hovering around RM2.6207 yesterday, said the republic's authoritative newspaper.

The ringgit's persistent weakness was not so much due to the Singdollar gaining strength, but rather a massive outflow of capital from the emerging markets back to developed markets, experts told broadsheet.

"Overall, in terms of fiscal and financial strength, (Singapore) is perceived to be stronger, so our currency has held up better and it looks as if the ringgit has been weakening against the Singdollar," Fundsupermart general manager Wong Sui Jau was quoted as saying.

Oanda currency analyst Wu Mingze agreed, telling The Straits Times: "In terms of fundamentals, Malaysia is not looking great, but it's not that bad either compared to Thailand, the Philippines, or Vietnam."
http://www.themalaysianinsider.com/busines...ingapore-dollar

wow...SGD still going up...