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 Singapore REITS, S-REITS

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Vector88
post Sep 15 2012, 01:09 PM

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Hi good to have a dedicated thread for S REIT. Only started SREIT investment few months ago, and so far giving already >10% paper profit excluding dividens. Anyway I am not concerned abt the paper profit since I am in for a long period and gunning for stable passive income like many REiTs investors

One question, i am using itrade CIMB. Recently when i received dividens for Q2/2012, I see that for every counter, I was deducted SGD10 from the dividen i received. Eg: if I receive SGD100 for my Suntec REIT, I got only nett SGD90 into my account. Similarly goes for other REiTs, 10 bucks is deducted from the dividen received. So if i have total 10 REIT, i got charged 10 bucks x 10 = 100 bucks flat every quarter

What is that 10 bucks for? Is it common for other brokerage firm as well? Pls advise, thx

This post has been edited by Vector88: Sep 15 2012, 01:12 PM
Vector88
post Sep 10 2013, 10:10 PM

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QUOTE(gark @ Aug 30 2013, 03:23 PM)
Buy through DBS Vickers lar.. 0.18% min $18  tongue.gif Malaysian welcome to apply... e-dividend straight to DBS savings account
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Taikor.. how to open DBS Vickers trading acc? Can open at DBS branch ar?
Vector88
post Sep 10 2013, 10:14 PM

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QUOTE(wongmunkeong @ Sep 10 2013, 05:29 PM)
heheh - sorry bro.
i didnt buy based on price expectations, i bought based on the expected DY% based on $0.43 tongue.gif
i'm a simpleton when buying REITs - just based on NAPS vs Price, D/E (or gearing) and DY%.
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Weak Rupiah also means devaluation of its assets in Indon, gearing will go up... right?


Vector88
post Sep 10 2013, 10:16 PM

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QUOTE(gark @ Sep 10 2013, 10:12 PM)
Can.... but first must open dbs saving account and e banking. Then can link into vickers.
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Great.. tot of going to SG to settle both savings and trading acc on the same day... doable?
Vector88
post Sep 11 2013, 10:30 PM

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Called DBS and DBS Vickers.. can open both acc in any DBS branch... bring along IC, 3 months payslips, utility bill showing the residential address ... then deposit some money into savings acc .... min average balance in savings shd b SGD 5000 otherwise 2 bucks will be deducted per month

Going there next month smile.gif
Vector88
post May 6 2014, 02:29 PM

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anyone knows why aimsampi has not release their quarterly results, whereas most of the reits have already released theirs, or at least scheduled for the release of their results?
Vector88
post May 7 2014, 10:01 AM

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QUOTE(AVFAN @ May 6 2014, 03:44 PM)
tmrw...
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another great results by aimsampi reit smile.gif
Vector88
post Jul 17 2014, 06:17 PM

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QUOTE(AVFAN @ Jul 17 2014, 04:55 PM)
aimsampi price gone up a few cents in the last week or so.

looks like similar to firstreit, strong div announcement coming soon.

whoever sees the notice, pls post! tq.
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latest quarterly results will be announced on 30July.
Vector88
post Jul 30 2014, 10:13 PM

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QUOTE(AVFAN @ Jul 30 2014, 01:02 PM)
many already ex-ed incl firstreit, suntec, capitamall, sabana.

still waiting for announcement from the rest. aimsampi looks very interesting as it reaches 1.50 before div news.

i will collect all div first, then go shopping. biggrin.gif
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Aimsampi declared 2.55 cents dividen , solid results... this reit is pretty well managed

Vector88
post Jan 15 2015, 09:26 PM

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Been in SG REIT for about 2.5 yrs, was thinking to cash out and diversify to some SG non-REIT.

was thinking the following :
SembCorp - current price 4.2, DY around 4%
SingTel - current price 3.9, DY around 4.27%
ST Eng - current price 3.37, DY around 4.45%

Any suggestions ? comments ?

Vector88
post Jan 22 2015, 07:07 PM

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QUOTE(AVFAN @ Jan 22 2015, 05:29 PM)
based on last 2 dividend payouts, soilbuildbiz will return to 0.79. biggrin.gif

amazed by capitamall today - looks like trying to catch up with its sister capitacom and suntec to reach all time highs! laugh.gif
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ROI wise, capitamall is lagging its retail peers like suntec for entire 2014.
It is time to catch up rclxms.gif

Fraser Comm Trust just announced its income and DPU grew by >20% vs Q1 2014 rclxm9.gif rclxm9.gif
Alexandra Techno Park is the main contributor ... flex.gif
Vector88
post Jan 22 2015, 08:08 PM

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QUOTE(AVFAN @ Jan 22 2015, 07:11 PM)
nod.gif  thumbup.gif

2015 should be a bumper year for sg retail due to low oil prices, more money to spend! thumbup.gif
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Starhill Global REIT is another laggard in 2014, it always deliver consistent results and having some solid balance sheet as well..but dunno why the price moved like a snail...boring ...smile.gif
Vector88
post Jan 23 2015, 10:42 AM

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QUOTE(Vector88 @ Jan 22 2015, 08:08 PM)
Starhill Global REIT is another laggard in 2014, it always deliver consistent results and having some solid balance sheet as well..but dunno why the price moved like a snail...boring ...smile.gif
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Yeah, hope so smile.gif
Starhill fundamentals (higher yield, P/NAV < 1, lower gearing ratio) , seems stronger than its retail taikors like CMT and Suntec , but price remained more or less the same for the past 1 year...

CMT also moved up a bit after announcing results this morning, DPU increased by about 5% YoY rclxms.gif
Vector88
post Jan 23 2015, 12:29 PM

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QUOTE(AVFAN @ Jan 23 2015, 11:10 AM)
agree about starhill... possibly the capitalization is far smaller, fewer foreign funds interested, low volumes. 0.82 now, slow n steady also good... biggrin.gif

cmt - incr dpu, nice! thumbup.gif

suntec and cmt are my #1 and #2. #3 firstreit and #4 aimsamp also looking good now.  wink.gif
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Haha...ur top 4 is almost identical to mine, except for suntec..i have starhill instead smile.gif
Vector88
post Jan 25 2015, 09:04 AM

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QUOTE(AVFAN @ Jan 24 2015, 11:04 PM)
starhill also very stable... only small moves.
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I think part of the reason is the YTL family is holding substantial shares in this REIT, check out the substantial unit holders in Annual Report 2013:

Direct interest Deemed interest Name No. of Units %(1) No. of Units %(1)
YTL Hotels & Properties Sdn Bhd 130,140,379 (2) 6.04 – –
Starhill Global REIT Investments Limited 539,840,000 (3) 25.07 – –
YTL Cayman Limited 18,000,000 (4) 0.84 552,777,885 (5) 25.67
YTL Corporation Berhad(6) 80,054,810 (7) 3.72 700,918,264 (8) 32.55
Yeoh Tiong Lay & Sons Holdings Sdn Bhd(6) – – 780,973,074 (9) 36.27
Tan Sri Dato’ Seri (Dr) Yeoh Tiong Lay(6) – – 780,973,074 (9) 36.27
AIA Singapore Private Limited 173,032,000 (10) 8.04 – –
AIA Company Limited 14,448,000 (11) 0.67 180,425,000 (12) 8.38
AIA Group Limited – – 194,873,000 (13) 9.05
Vector88
post Jan 25 2015, 02:41 PM

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QUOTE(AVFAN @ Jan 25 2015, 12:42 PM)
wurr... didn't know ytl folks have so much in it.

makes me uneasy as i had crap exp with ytlreit (was called starhill before) in bursa. sweat.gif
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Can share what kind of crap exp u had with ytlreit?
Vector88
post Jan 27 2015, 10:18 PM

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QUOTE(AVFAN @ Jan 27 2015, 04:53 PM)
starhill going 0.84. rclxms.gif
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Starhill delivered a strong sets of results ... rclxms.gif
http://starhillglobalreit.listedcompany.co....html/id/447716

Hard to find REIT with <30% gearing AND P/NAV of <1 .... BBB more please ... tongue.gif
Vector88
post Jan 28 2015, 02:29 PM

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QUOTE(davidcch07 @ Jan 28 2015, 01:31 PM)
expected...

Luckily last month already change some to USD  tongue.gif
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If sgd is strong against MYR, then ok lar..

Vector88
post Feb 13 2015, 08:56 PM

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Croesus Retail trust looks good... Pure japan retail play, yen has been hedged for FY15 and 16. Yield 8.6% , one of the highest "reit" in SG... What do u guys think?

P/S: vested, but looking to add more with dividen received lately...

This post has been edited by Vector88: Feb 13 2015, 08:58 PM
Vector88
post Feb 26 2015, 06:49 PM

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QUOTE(elea88 @ Feb 26 2015, 05:39 PM)
if sell buy what?
i just bought into KEPPEL DCREIT 1.02 few days back.

my IREIT GLOBAL average price is .89

Now its  on paper loss.. wait and see.
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Can try Croesus Bus Trust... Price still pretty decent and yield is 8+% ... Japan properties getting hotter, even EPF also wants a piece of it...

http://www.therakyatpost.com/business/2015...pan-properties/

This post has been edited by Vector88: Feb 26 2015, 06:51 PM

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