UMS roller coaster again

i don't know, are we out of the cliff yet?

Good for you, i wait and wait and wait, get 0

What's next for you?

Domino effect? AIMS 1.48 already

dump all in netlink IPO

Considering this is a hot IPO, do you think the price can drop below IPO price? I am guessing no. Sometimes, cannot look at yield alone. Need to see whether it can continue to generate dividend and INCREASING dividend in the future or not.

I think this 'limit' price differs among different investors, bro,... Take myself, eg,... since I have holdings at lower prices as of this moment, I can afford to buy at higher prices because my lower prices will be able to 'drag' my average price down. It is important to have bought earlier, because earlier lower prices would be able to cushion the higher prices later-on.

If one is just starting to enter now,... I think he shld use the dpu to decide what sort of yield he demands from this ctr... As of this moment, I estimate the lowest dpu to be given out at March and August next year is 2.75 US Cts per unit. This is my worst-case and conservative estimate,....

Bro,... I studied the hypothetical events from the placement documents earlier,... then made my own deductions and finally, took a conservative number. In fact, I have done the same for FLIT too.

I'm afraid I can't remember how I did it for Manulife US REIT, so,..I'm just sticking to this number (2.75 Cts per half-year) now,....

If you want to know how I did it for FLIT, I can still remember now,... I'm carrying the document with me everywhere,....

Sure bro,... it's 1.65 + 1.635 + 1.725 + 1.725 = 6.710 Cts per unit for the coming FY !

Bro prophet,.... Croesus should reinstate the dividend policy for us while awaiting results or running events of any corporate exercise to be completed, including a buyout offer, don't you think so ? How can they 'suspend' the dpu payouts, and just offer us 'Permitted DPUs' ??

Ann't by FLIT :-

http://flt.listedcompany.com/newsroom/2017...P3BUXTHWM.1.pdf

Units has been issued and will start trading tomorrow morning at 9 am,... Do you guys think the price will drop near to 1.01 tomorrow morning ?

I certainly hoped so !!!!!!!!!!!!!

As a comparison, Manulife issued 97,003,000 New Units earlier, against the original Unit Base Size of approximately 631,366,000 units. The new units thus constituted 15.36% of the original unitbase size.

But till today, the price of Manulife US REIT has not dropped back to 88 US Cts,... the new issue came with a price of 83 US Cts.

Bro,... I will look at it this way,... I preferred to see how is my yield affected based on my current holding price. Materials that said an acquisition is yield-accretive is tricky,... increasingsing the gross revenue collected is accretive, incaresing the net property income is ALSO accretive,... there are just so many ways to be accretive,...

But how does it affect me, the unitholder ?? This is the most important question,... I would say if my yield is still maintained, then this is okay, and if my yield goes up, it's even better,... To me,... a normal unitholder, the most important metric would be : my YIELD !

My YIELD would be tied to the final DPU after the whole exercise is completed ! It's all mathematical,....

Price set by govt. They cannot simply charge what they like. Yield too low.

Bro bear,... hmm,...not too sure how the prices will relate to each other,.... but the properties/assets looks to be the same,... hmm,... then again, how are they going to pay out the dividends from the rental ? Collecting just one rental,... but paying both country-investors ?? Doesn't seemed right.

Yes, of course, bro,... but whatever assets they have on-hand now can't be injected into the SG REIT just like that, right ? Those assets actually belonged to the AU REIT,...

If you read the USD/MYR thread, you will know that RM "strengthen" means only against USD while weaken against all others.

MYR are more "tied" to USD?

I notice whenever USD goes down (against SGD), MYR just stabalize and does not fluctuate much then just go down against SGD

I noticed another hilarious thing,... when the gov't does NOT peg to the USD, then the USD flies away and the MYR suffers,...

BUT : when the govt pegs against the USD, then the USD weakens, pulling the MYR down with it,....

Why so 'suay' ?? Is there something wrong with my observation ?

Yeah,... and always behind the curve,... so, when the USD weakens, they have to unpeg, is it ????

 

For Netlink,.... the committed dpu is only 4.64 cpu per year for this FY and for FY18. Say,... at best case, there is another upside of 10%, the target dpu becomes 5.10 cpu.

0.0510/0.80 = ONLY 6.38%,.... is this good enough a yield ?? Don't forget we are using a very best case basis here to do our estimating,... which is not really good.

0.0464/0.80 = ONLY 5.8%.

Dvd will only be given out after Mar 31st. next year,... long time to go,....