General S-REITs Discussion Thread

[Genosis]

Came across this article. I have been thinking about it too before I came into the stock market if there is really an oversupply and when will it burst.

https://sg.yahoo.com/finance/news/too-many-malls-singapore-003058709--sector.html

The ones with the most accessible location (near MRT, housing estates, offices, schools), right tenant mix and critical mass will still prosper.

 

[Genosis]

wad you all think about keppel reits? can buy?

The management track record is not stellar.....

 

[starfish.starfish]

The ones with the most accessible location (near MRT, housing estates, offices, schools), right tenant mix and critical mass will still prosper.

E.g FCT

 

[Genosis]

E.g FCT

Yup, FCT and CMT...

 

[jmapsmylife]

Yup, FCT and CMT...

FCT and CMT arent they already above NAV?

 

[Genosis]

FCT and CMT arent they already above NAV?

Yup, most REITs are trading above their nav.....

 

[heng_ah]

Yup, FCT and CMT...

Please include MCT. Even though only has 1 mall, but significantly is biggest mall in SG and great location too.

 

[Genosis]

FCT flying again today!

 

[Layers]

Anyone got their cct divy liao?

Sent from Sony E6853 using GAGT

 

[Genosis]

PLife continues to chiong.....

no chance to nibble liao

 

[akwl88]

PLife continues to chiong.....

no chance to nibble liao

rmg, p life, religare, first reit all also chiong?

 

[Genosis]

rmg, p life, religare, first reit all also chiong?

Ya......these are holding up well in recent volatile months. They are all part of the healthcare index.

IMO, if the healthcare index etf really comes true, demand should be robust

 

[akwl88]

Ya......these are holding up well in recent volatile months. They are all part of the healthcare index.

IMO, if the healthcare index etf really comes true, demand should be robust

will u be getting the index? or see min % yield first?

 

[Genosis]

will u be getting the index? or see min % yield first?

Well, the healthcare consists of 29 stocks right now.....I am not really sanguine on most of them. In fact, I am not a big fan of etfs, bcos no matter how well constructed the index is, there will always be weak companies. I would rather pick the best ones from the index. However, if you want diversification and dun have time to monitor, then buy the index over long term lor......I buy healthcare for growth, not for the dividends.

These are the companies, ranked according to their market cap:

IHH Healthcare Berhad

Tianjin Zhongxin Pharmaceutical Group Corp

Raffles Medical Group

Haw Par Corporation

Parkway Life Real Estate Investment Trust

Biosensors International Group

First Real Estate Investment Trust

Religare Health Trust

TalkMed Group

Q & M Dental Group (Singapore)

Riverstone Holdings

International Healthway Corporation

Cordlife Group

iX Biopharma

Eu Yan Sang International

Health Management International

Singapore O&G

Healthway Medical Corporation

ISEC Healthcare

QT Vascular

 

[cubana]

PLife continues to chiong.....

no chance to nibble liao

today is pay date for ex div investors lah, monday sure relax one. this is a reit, not growth stock.

http://plifereit.listedcompany.com/newsroom/pl260116d.pdf

 

[akwl88]

today is pay date for ex div investors lah, monday sure relax one. this is a reit, not growth stock.

http://plifereit.listedcompany.com/newsroom/pl260116d.pdf

huat huat for those with plife shares. including me

 

[Jazzbie]

today is pay date for ex div investors lah, monday sure relax one. this is a reit, not growth stock.

http://plifereit.listedcompany.com/newsroom/pl260116d.pdf

Why pay date would have any effect on share price?

Sent from Samsung SM-G900F using GAGT

 

[akwl88]

Why pay date would have any effect on share price?

Sent from Samsung SM-G900F using GAGT

take liao div jiu sell?

 

[Jazzbie]

take liao div jiu sell?

Sell at XD already can take div.

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[Genosis]

huat huat for those with plife shares. including me

OMG! $2.40 now.....