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 SGX Counters, Discussion on Counters in the SGX

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TSHansel
post Jun 16 2020, 02:43 PM

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QUOTE(AVFAN @ Jun 16 2020, 10:50 AM)
u turn out to be correct for yesterday-today! biggrin.gif

prices have recovered v well.
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biggrin.gif thumbup.gif

Sasseur tumbled at noon today,... see Sasseur..bro,... I'm trying to 'catch and arrest' the reasons for this now.
TSHansel
post Jun 16 2020, 04:43 PM

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QUOTE(z21j @ Jun 16 2020, 02:45 PM)
sasseur was in my watching list. Im now looking at US prime reit too.
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QUOTE(prophetjul @ Jun 16 2020, 02:47 PM)
1cent tumble?  laugh.gif
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QUOTE(AVFAN @ Jun 16 2020, 02:59 PM)
reits... not in mood yet.

took some UOB this morning.

failed to add SIA... this one went back up too fast, too high.
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Yeah,... I have Prime too,.. been trying to construct a portfolio with foreign-based assets via the SGX.

-2% bro,.. and this is in relative to all other REITs and many ctrs which are mostly in Green today,.. if today is a down day,... then perhaps not a tumble,... well, that's the way I look at it. Everything is relative, bro,.... biggrin.gif

I will buy into the three banks if they drop below my average price. Otherwise, needed to work harder to uncover other ctrs.

Anybody looking at Ascendas India Trust ?


TSHansel
post Jun 16 2020, 04:45 PM

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QUOTE(z21j @ Jun 16 2020, 02:44 PM)
You guys use DBS vickers for trading?
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QUOTE(Xp3rT @ Jun 16 2020, 04:37 PM)
too expensive to trade with dbsv. unless you trade in big lots
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I heard cheapest brokerage in town today is Tiger Brokers,....
TSHansel
post Jun 16 2020, 11:19 PM

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QUOTE(z21j @ Jun 16 2020, 09:12 PM)
I've been using Tiger Brokers for US stocks trading since April. So far so good, real time market quotation. 1 penny per share and minimum USD1.99 per trade is quite affordable too.

I have been using POEMS for years to trade my SGX stocks, but since TB is also opens for SGX market (i think just started last week), I shall try out also (I dont mind certain shares park under nominees account since I'm trading and not holding for long period). Havent tried on trading SG stocks, but will share review maybe this week trade a few.
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QUOTE(z21j @ Jun 16 2020, 09:25 PM)
My UOB average price was very high like SGD24.x. I bought them last year and early this year before pandemic and it  free fall in March. Given the limited $ I have on hand I chose to DCA my US shares in March/April and leave SGX aside so now probably the time to "save/revive" my SGX portfolio. 

Ascendas India Trust - cheem bro. A lot of good news about this trust, and it is currently traded at quite reasonable price of SGD1.4x. But I believe there are still a few good reits out there before Ascendas India Trust, and Prime is one of those. The next one in my watching list is Lendlease REIT, they just won a pc of land in Orchard maybe can witness its growth in 5 to 10 years time.
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Tq bro for so many replies,... appreciated your time.

TB charging only USD1.99 per trade ? Wow,.. can they survive with that rate ? I recalled many brokerages in SG, emm,... a few I could remember were Charles Schwab, SCB SG which couldn't survive when their rates were too low,... but well,... that's just my thoughts,...

Any platform or custodian fees ? Any dividend-handling fees, bro ?

I use POEMS too,... quite cheap too for selling of CDP shares, but for buying and selling of HK shares, I must say their conversion rates are not attractive and the moving in and out of funds are not attractive too.

Your actions for UOB and US shares are classical,.. everybody would do like that, only difference being which asset he will go after first, and how to apportion out his funds allocation.

I have many of the 'blue chip REITs' in my portfolio. I need to build something that's related to Ascendas. Actually,... Ascendas is also part of the Capitaland Group today. Since I have CMT which will be merging with CCT soon,... I may not need to have AiTrust,... but I'm thinking of having some exposure to the Indian subcontinent industrials.

But AiTRust's financials have not been very good in the last few years, and the Indian Rupee has weakened by more than 50% vs the SGD since listing. Why do you say it is good ?

Added : Sorry, forgot to reply you on Lendlease (LL) earlier, bro,... thot I shld be responsible enough to do this,... biggrin.gif

See this thread. Discussions are here : http://sharejunction.com/sharejunction/lis...m?topicId=19338

This post has been edited by Hansel: Jun 17 2020, 12:01 AM
TSHansel
post Jun 17 2020, 02:25 PM

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QUOTE(z21j @ Jun 17 2020, 02:02 PM)
Thanks Bro. AIT's past performance has been quite convincing. Currently, it has 1 logistic and 7 IT parks in the key major cities in India, and they demand is still growing (net property income grew at CAGR 15% which is pretty impressive). As a result, DPU also growing at around 10% in the past 5 years.

India's GDP is also among the top countries in Asia, around 7% - on par with Vietnam. In choose REITs, I prefer those logistics/industrial related trust due to its longer term tenancy tenure (and hence slower turnover). Income is more stable and predictable. Maintenance expenses is lower for typical commercial or retail trust and in long run it's a winning situation for unitholder. If not mistaken, AIT's WALE is about 4.5 yrs (i read somewhere) and its occupancy is 99% for the time being.

However, I'm still very cautious when picking the India based related investment. I had very bad experience dealing with the Indian authority in my work, especially when come to tax and transfer pricing issue. It has never ending. Black and white would somehow turn grey (for them) and depending on who is the officer assessing your document. *This is side note personal experience and nothing to do with the underlying AIT.

For lendlease. Wah you also active in sharejunction. Still eyeing on it.
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Tq bro for your replies,... abt AIT and abt your personal experience. Our personal experience gives us a feel abt the environment in general,... and this 'feel' translates into decision-making factors,... I believed in this. Hmm,... based on your personal experiences,... AIT may have 'big' jurisdictional risks. But,.. with big Capitaland as its sponsor,... there is a certain level of confidence here,...

Tks again, bro,... emm,.. 3Q FY2019 Factsheet, published in January this year said the WALE is 3.8 years. Weighted Average Lease Term is 6.7 years.
TSHansel
post Jun 17 2020, 02:29 PM

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QUOTE(Ramjade @ Jun 17 2020, 08:40 AM)
Tiger broker is the broker we need to shake up the monopoly of sg market. No extra fees. No Dividend fees. For me I will still use IB over tiger. There's an article about tiger helping china people to "bring money overseas" and they are very popular with Chinese people.

They have backing of IB so I think that's why they can offer so low.
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tq bro,... hmm,... If news starts spreading abt 'this help from TB' for the Chinese Nationals,... soon there will be problems from the Chinese Govt...
TSHansel
post Jun 20 2020, 02:50 PM

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SG Mkt looks to be 'standing still' for now...

Let the investments mature if we think we have invested correctly,...

Take a break, bros,... children needed us, family needed us, wife(ves) needed us,.... friends needed us, community needed us too,....

Life is not all in cyberspace,...
TSHansel
post Jun 20 2020, 09:09 PM

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QUOTE(z21j @ Jun 20 2020, 03:16 PM)
Bro, why suddenly so sentimental?

But yes, I will keep myself away from those retail/commercial REIT for the time being. At least not touching until August. There are so many landlords giving rent-free during the past 2 months CB period to the tenants and they have not release the Q1+Q2 financial result due to the change in reporting requirement for SGX (from quarterly to half-annually). They will have to report in July or August.

Currently. I will only touch the Logistics/Industrial REITs.
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QUOTE(AVFAN @ Jun 20 2020, 04:08 PM)
woo... so feely touchy today? biggrin.gif

at this time, not going out too much, plenty of time for everything!
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Perhaps too many calls from the kids today,... biggrin.gif All long-distance calls,... so can't avoid,...wants to add turn-ratio at the wheels for night-drifting, wants to replace the bike, wants to buy an iPhone 11.

Tks for the replies, bros,... Good 'cyber' friends we are,... thumbup.gif
TSHansel
post Jul 8 2020, 11:42 AM

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Filing put up yesterday by Accordia Golf Trust,...

RECENT PRESS RELEASE

The board of directors (the “Board”) of Accordia Golf Trust Management Pte. Ltd., as trustee-manager
of Accordia Golf Trust (“AGT” or the “Trust”, and the trustee-manager of AGT, the “Trustee-Manager”)
refers to the press release (“Press Release”) published by Business Wire dated 3 July 2020 titled
“Hibiki Path Advisors on Proposed Divestment of Accordia Golf Trust” from Hibiki Path Advisors Pte.
Ltd. (“Hibiki”), one of the unitholders of AGT (“Unitholders”), in relation to the proposed divestment of
AGT’s interests in all of its Golf Courses (the “Proposed Divestment”) to Accordia Golf Co., Ltd.
(“Accordia Golf”). The Proposed Divestment was announced by the Trustee-Manager on 29 June
2020 (the “Proposed Divestment Announcement”).
Unless otherwise defined, all capitalised terms used in this Announcement shall bear the same
meaning as in the Proposed Divestment Announcement.
As set out in the Proposed Divestment Announcement, the Proposed Divestment is conditional upon,
among others, approval from Unitholders at an EGM of AGT to be convened by 14 September 2020
(or such other date as may be agreed between the Trustee-Manager and Accordia Golf), and a
Circular will be despatched or issued to Unitholders for the purpose of seeking Unitholders’ approval
for the Proposed Divestment in due course.
The Trustee-Manager recognises and respects that it is the prerogative of all independent Unitholders
to vote on the Proposed Divestment as they deem fit. However, the Trustee-Manager wishes to advise
Unitholders to carefully review the Circular in its entirety when it is despatched or issued before making
a decision on how they will vote on the Proposed Divestment. The Circular will contain, among others,
(a) the recommendation of the Independent Committee on the Proposed Divestment, (b) the opinion of
the IFA to the Independent Directors and the Audit and Risk Committee of the Trustee-Manager, ©
the recommendation of the Joint Financial Advisers to the Independent Committee, and (d) the
valuation summary letter/reports on the TK Interests and Golf Courses. In preparing the Circular, the
Trustee-Manager will take into consideration (where appropriate) the queries and comments received
on the Proposed Divestment.
Unitholders and investors are advised to refrain from taking any action in respect of their Units which
may be prejudicial to their interests, and to exercise caution when dealing in the Units.
TSHansel
post Jul 9 2020, 10:02 PM

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QUOTE(AVFAN @ Jul 9 2020, 04:51 PM)
yes... very sad and sour... like lifeless... just bouncing around, follow dow/dow futures.

lucky i got bursa to keep me active! laugh.gif
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Bro,... I think you meant to say : NOT following dow / dow futures. right ? I saw Wall St kept pushing up,... but our STI stayed still or up by a few pts only everyday,... this evening ended red,...

I suspect it's the elections,...
TSHansel
post Jul 9 2020, 10:04 PM

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QUOTE(TOS @ Jul 9 2020, 05:53 PM)
2019/20 4Q SATS result to be announced anytime from now.

https://www.sats.com.sg/investors/financial-reports

Busy refreshing the SGX company announcement page. biggrin.gif

https://www.sgx.com/securities/company-anno...e=1&pagesize=20
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Hehe,.. yeah, when I'm excited,.. I do this too,... after pushing the refresh button,... will watch the left hand most column to see today's date and time after mkt csloe,... biggrin.gif
TSHansel
post Jul 9 2020, 10:17 PM

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QUOTE(AVFAN @ Jul 9 2020, 10:10 PM)
no, i meant it follows the direction.

but when dow gains 2%, STI gains 1%.

when dow lose 1%, it loses 2%.
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Ahh,... yes,... you are right then,... Tq for clarifying,...

Let's see on MOnady,... everything that happens tomorrow till Saturday morning (the count) will decide the mkt movement, STI movement in the near future,...
TSHansel
post Jul 10 2020, 07:50 PM

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I think ea has its own strength,... seeing all said in the above, like to add that OCBC has Great Eastern Life, and UOB has United Overseas Insurance...

DBS has no any insurance arm. DBS 'sapu' all the underwriter and IPO service fees.

I hold all three too,... but at varying amounts cos I just started loading heavily last few weeks.

I have stopped already,...

TSHansel
post Jul 11 2020, 12:00 PM

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I'm actually quite satisfied with the current arrangements by the current gov't,.. don't really want to ruffle the water,...
TSHansel
post Jul 13 2020, 01:18 PM

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QUOTE(AVFAN @ Jul 13 2020, 11:24 AM)
see what i mean?

dow +369, all asia pac green.... STI is red.

haiz.... sad.gif

but... i did something right early this morning.

Riverstone +7%.
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Yeah,... don't now why,... STI is still red as we speak now,...
TSHansel
post Jul 15 2020, 12:00 PM

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Congrats to you guys who made money,...

For the record, I'm at 19% green at outside portfolio value at current moment, but this is only paper gain.
TSHansel
post Jul 28 2020, 05:20 PM

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QUOTE(AVFAN @ Jul 27 2020, 04:52 PM)
UG... 1.76, +6%

riverstone... 3.42, +8%  rclxm9.gif
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Congrats, bro,.... rclxm9.gif thumbup.gif
TSHansel
post Jul 29 2020, 11:41 AM

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QUOTE(AVFAN @ Jul 28 2020, 05:21 PM)
today, riverstone +8% again. rclxm9.gif
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thumbup.gif thumbup.gif Congrats again, bro,...

My Ascendas India REIT went up 10% when I checked just now,... been watching this closely too,...

But I'm not selling,... keeping for the dpu,... biggrin.gif
TSHansel
post Jul 29 2020, 11:43 AM

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QUOTE(TOS @ Jul 28 2020, 05:50 PM)
Meanwhile, how much commissions have you paid to SGX? laugh.gif

Looking at Bursa's earnings today, can we expect SGX to have same stellar results? Interesting thought question.
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SGX will do well too, I suspect,... but how well is the question here,...

SGX reporting tmrw, I think,... can't remember,...
TSHansel
post Jul 30 2020, 12:59 AM

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QUOTE(AVFAN @ Jul 29 2020, 05:23 PM)
riverstone +2.2% today.

gain from this counter is offsetting uob, dbs losses!

honestly, i am a little worried for SG, SGX.

still hundreds of cov19 cases everyday in the dorms... will take 1 year for all of them to get infected+recover.

and now, resurgence in hk, japan, vietnam, philippines...

airlines, tourism... all is @#$%^.

usa has nasdaq; china has mfg, alibaba; even malaysia has gloves.

others have...??

no good, no good... sad.gif
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SG has a leading finance hub,... especially after what happened to HK !

Well,... to the dividend cut, Mr Ravi Menon said the cut has been carefully calibrated and it has taken into account investors who needed the dividend. It shld be acceptable,.. compared against the other worldwide banks that did outright cuts to zero !

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