World Economic Forum's main index components,....

https://www.thestar.com.my/business/busines...veness#cxrecs_s

Singapore is FIRST in the world.

Msia is 27th in the world.

Singapore and Msia are first and second respectively in ASEAN.

There will be arguments that Singapore is such a small place, hence, easier to manage. Going by this basis, many small countries in the world has not been acknowledged like this, but Singapore.

I'm glad I can go to Singapore so easily....

And,... hence,... the strength of the Singapore Dollar !

NO tax for ALL Individuals ONLY.

Sandy could be representing a company that bought REIT units. Let her confirm,...

Yeah,.. quite a lot of institutions watching this in SG now,... but I heard this is a secondary listing,.. and the biggest thorn here is their debt is very high. Heard from my conversations over the weekend,...

Yeah bro,... more so towards its acquisition of Sabeco. Said Sabeco will need a few yrs to be able to start yielding results,... hmm,...

But I did not do the chk-and-balance,... just listened to the conversation only,...

Ok,... but I've seen long-term company plans and strategies got debunked when economic conditions changes, and especially so with so many disruptors in today's environment.

Need to be careful though, especially when gearing is too high.

Things change too rapidly today !

Yes, you have a strong margin-of-safety then.

In fact, I do hear a lot of ThaiBev,... but I don't study it much after looking at its divvy payout. It's in a good industry, no doubt.

I think I have read somewhere the mgmt of ThaiBev is related to the mgmt of the sponsor of three of my REITs, namely the developer,.. Frasers Property Limited (FPL).

Bro,.. let me try to offer an opinion here,... what is your investment objective for buying DBS ?

Bro Ramjade tough man,....

I think there shouldn't be any regrets for you. If you bought from 2015,... and averaged-up all the way, your worst price now would be around 25.00 ? ... but if you bought a lot more when the price was high compared against when it was low,... then it might be bad.

Dpu per year = $1.20, paid 4 x a year,....

Frankly, on my side,.. I'm not too keen on DBS because the yield is not good enough. But there is always the apprehension of what if I have the majority of my portfolio in REITs, and a big bad event hits ALL REITs at the same.

But after 2008/9, and after all lessons learnt during the GFC, will all REITs be hit at the same time by ANY big bad event ?

I'm not talking abt a world meltdown. If a world meltdown takes place, even DBS will plunge should I be holding DBS. I'm wary on ALL REITs only with the current portfolio tactic that I have in mind.

Bros,...

Do you think DBS will reduce the dpu payout ? They have just increased the dpu payout for 4QFY19 from 30c to 33c !

I thank you,... but you just gave me a reply with general contents.

What would have happened to DBS before it will trigger DBS to reduce its dpu payout ?

Tq for your points.

I believed DBS will start trimming dpu payout first before they start laying off staff. What that will happen as a precursor to a dpu cut would be : stopping the hiring process.

At my end, frankly, I am using $1.10 as the estd dpu payout to evaluate my Buy Price today that decides my ROI. Not $1.20, and definitely not anything above $1.20 anymore.

The plus side is even if the DBS dpu drops, the Ringgit will drop in tandem to hold up our purchasing power back in Msia !

My opinions for you,....

Yes, bro,... I saw the drops today too. Just that these drops make me salivate, and that I will be able to buy more soon.

However, I must keep in mind my asset-allocation strategy, ie not to buy too many of a supposedly good ctr/REIT. My overall portfolio green has dropped to 29.55% at this very moment. Used to be almost 40% up !

I am watching closely the retail and mall REITs. Some have pulled back so much.

Tq for opinions, bros,...

Bros,... a few points before I log-off :-
1) I suspect some ctrs may not recover when funds have been moved around and 'upsets' have been created. Wealth distribution effect.
2) the virus is mutating,... vaccines will be harder to make here.
3) WHO DG said it will take 18 mths to come up with a vaccine.

https://www.thestar.com.my/news/world/2020/...source=smartech

Bros,... logistics and industrial players have hopes,... for now,... if they don't close the ports in future,...

REported today :-

SINGAPORE (Apr 26): Twenty members of the Port Authorities Roundtable (PAR) from Asia, Europe, Middle East, and North America came together on Friday to declare their commitment to keep their ports remaining open during the Covid-19 outbreak.

According to a press release by the Maritime and Port Authority of Singapore (MPA) on Friday, the Singapore-initiated declaration calls for maritime countries – running major ports such as Abu Dhabi, Antwerp, Tokyo, Guangzhou, Busan, Barcelona, Bangkok, Los Angeles, Rotterdam, and Shanghai – to collaborate and share best practices so that port operations can remain undisrupted.

Through this declaration, the countries commit to ensure that merchant ships can continue to berth at their respective ports and keep the global supply chain going. They will also share experiences in combating Covid-19, amongst other terms.

Quah Ley Hoon, CEO of the MPA says that it is important to keep Singapore’s ports open and goods moving. “Port authorities have to take enhanced precautions for their ports and on ships, as well as manage the stress faced by our seafarers and maritime personnel,” she says.

“We have come together to make a declaration of our commitment, exchange experiences and share best practices. This virtual declaration by members countries across different geographical regions is also a first for the PAR”, she says.

“We came out of the session gaining more valuable knowledge to ensure that necessities and essential medical supplies continue to be transported seamlessly across the world and into our respective countries,” she adds.

Singapore, ranked as the world’s second-busiest container port, after Shanghai, is a key node in the global supply chain. Singapore’s trade volume is more than three times its GDP.

Bros,... look at the trading pattern for Elite Commercial REIT today,... truly classical of certain parties tying to defend the price at IPO level,.....

SGX is giving FREE Mkt Depth Data till July,... have a look using your Mkt Depth Tool.

Bros,... if got chance,... try to go in already,... don't wait too long,....

Look at all the articles coming out from SG as they prepare to 'open' on June 3,...

Look at the TA's,...

Look at the daily movements vs the US Indices.

IF THERE IS NO SECOND WAVE,... OR,.... the second wave is very small and manageable,... the boat would be leaving.

I can't really give yuo an accurate ratio here. I just go on day by day but I do ensure the amt I put back into my investments are funds generated from my divdiends, interests and coupons.

Frankly,.. bro,.. I think it's a waste of time to count this ratio,... but that's me,..

Bro,... for ctrs like SIA, SATS and SIAEC, these are related to the transportation - air travel industry. Wouldn't these be affected badly moving fwd ?

Declaration : I used to own all three above in the earlier days of my investing journey but taken profit and dividend for all and has never bought back.

Tq bro,... for the good write-up,... you refreshed my memory of SATS,.. ,... I recalled SATS was bidding for some busniess many years ago at the Tanah Merah Ferry Terminal. What happened to that ? Good place, TMFT,...