ARA Logos Logistics Trust - f.k.a. Cache Logistics Trust *Official* (SGX: K2LU)

[jiewei]

I average down till 0.92

Sent from 有妞不泡大逆不道， 見妞就泡替天行道 using GAGT

 

[Halphes]

Wanted to queue lower but keep cannot get. Since its my first entry so just jump queue first. Someone i see the queue so long for 0.835 this morning unlikely i will get also.

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I kiam kana q for .83 many days lol

 

[Jazzbie]

Decided to cut queue today at 0.845. Hope upcoming DPU does not disappoint. Estimating at 2 cents per quarter.

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[MrSinkie95]

When result release?

 

[agent_719]

this REIT looks promising.

Any advice from the pros? Intend to hold for long term

 

[akwl88]

NAV per Unit (S$) 0.88

 

[cronoficator]

Started small position on this. 0.845 I enter. See how over next few months. If they don't chut pattern, might add more. If not, just stick to my soilbuild.

 

[MrSinkie95]

This is the only counter that is red in my portfolio

 

[letissier07]

Wah dun go ley... i still waiting for my saizen dividend to buy you....

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[cronoficator]

http://infopub.sgx.com/FileOpen/Cac...eport2015.ashx?App=Announcement&FileID=395147


2015 AR. Any thoughts?

 

[Average]

Cache log trust upgraded to BUY by ocbc, fair 0.88.

 

[letissier07]

Results to be out 22 April.

Estimated NPI to be $4.33m (Aussie component) + $0.27m (China component) + $16.5m (Singapore component) + $2.15m (Dhl component) = $23.25m

Distribution normally is 0.8 of NPI = 0.8 x $23.25 = $18.6m

DPU = $18.6m / 893m = $0.0208.

That's just my guess!

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[cronoficator]

this counter i slowly accumulating as long as don't shoot up. good hold for long-term.

 

[Genosis]

Results to be out 22 April.

Estimated NPI to be $4.33m (Aussie component) + $0.27m (China component) + $16.5m (Singapore component) + $2.15m (Dhl component) = $23.25m

Distribution normally is 0.8 of NPI = 0.8 x $23.25 = $18.6m

DPU = $18.6m / 893m = $0.0208.

That's just my guess!

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Nice calculation.

But after the recent private placement dilution, my calculation gave a dpu of between $0.0175 to $0.018

 

[letissier07]

Nice calculation.

But after the recent private placement dilution, my calculation gave a dpu of between $0.0175 to $0.018

893m is the total units after placement. It was 785m units prior to placement.

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[Genosis]

893m is the total units after placement. It was 785m units prior to placement.

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Ok....Let me go check again. Did my calculations last month, might have used out-dated figures......

Btw, I think some properties are converted from master lease to multi-tenancy. Might affect occupancy rate.....

 

[Tango62]

Nice calculation.

But after the recent private placement dilution, my calculation gave a dpu of between $0.0175 to $0.018

Thot 893m units already included the 106m private placement?

 

[Tango62]

Maybank Kim Eng - Upgrade to 'BUY', TP $0.94.

 

[Weaboo]

knn... i q for 5 days 0.84 liao

 

[Average]

knn... i q for 5 days 0.84 liao

Last wk steady at 0.83 sia, got hit 0.825 somemore. Just saying, wasted. Eh? Wait u queued last wk as well... wierd