General S-REITs Discussion Thread

[FreshFunds]

Not at the kind of premium.

agree.. max i will i go is 1.3 price to book. And also that premium for 3.x% dividend yield... unless the dpu growth rate can maintain at 20% yoy, maybe will consider.

 

[simon_84]

Yesterday I heard one says starhill not going for Isetan that's why price down.. not exactly sure too. Whatever it is, will just keep for DPU

Tourists dont come back starhill dpu will remain cui.

 

[peppermint7]

Tourists dont come back starhill dpu will remain cui.

hope it'll be more than Last Year. Anyway, it's coming soon.. let's wait and see

 

[audiovideo]

Too Many **** coming . Don't dare to go airport.

 

[5408854088]

PRICES and rentals of industrial space edged up quarter on quarter in Q4 2020 as a delay in new completions nudged the occupancy rate upwards, although prices and rents were still down year on year.

According to data released by industrial land and infrastructure agency JTC Corp on Thursday, prices of industrial space were up 1 per cent from Q3 2020, while rents inched up 0.1 per cent. This came as the occupancy rate climbed 0.3 percentage point to 89.9 per cent, fuelled by an increase in demand for storage while new completions were delayed as the pandemic impacted construction activities.

https://www.businesstimes.com.sg/re...-and-prices-up-in-q4-from-q3-but-down-on-year

 

[5408854088]

Singapore Retail S-REITs - DBS Research 2021-02-02

https://research.sginvestors.io/2021/02/singapore-retail-s-reits-dbs-group-research-2021-02-02.html

 

[digitalguy]

hello dividend gurus, which one is better ?
NikkoAm-STC Asia Reit or LION-PHILLIP S-REIT

 

[5408854088]

hello dividend gurus, which one is better ?
NikkoAm-STC Asia Reit or LION-PHILLIP S-REIT

some reading materials for you

https://www.sgx.com/research-educat...reit-etfs-clock-steady-gains-monthly-turnover

https://blog.seedly.sg/singapore-reit-etfs-guide/?

 

[homedriver]

For me I feel Keppel DC REIT and ParkwayLife REIT is like a "should have" in your portfolio.

Both price are quite high now and is growing.

 

[SpeedingBullet]

Both price are quite high now and is growing.

So the issue is now (for new investors) whether you’re willing to pay for growth

 

[homedriver]

So the issue is now (for new investors) whether you’re willing to pay for growth

Still a good time to add?

 

[simon_84]

Not at the kind of premium.

Agreed, both counters at premium pricing.
I track both but prefer plife.

 

[yumsang]

Both price are quite high now and is growing.

too high ....

 

[Andrew833]

hello dividend gurus, which one is better ?
NikkoAm-STC Asia Reit or LION-PHILLIP S-REIT

Not a expert/guru just a newbie.
Reit etf all not good, yet you have to pay the management fee. Why not build your own portfolio, you do you homework and pick those good one, avg around 5% dividend will do.

For your infor, I hold these;
MINT, MCT, MNACT, FLCT, CLCT(CRCT), lendlease

 

[homer123]

I prefer NikkoAm-STC Asia Reit for slight geographical diversification

hello dividend gurus, which one is better ?
NikkoAm-STC Asia Reit or LION-PHILLIP S-REIT

 

[5408854088]

RETAIL sales fell 3.6 per cent in December 2020 on a year-on-year (y-o-y) basis, with most industries recording declines as they remain affected by low visitor arrivals, according to the Singapore Department of Statistics (Singstat) on Thursday.

This was a larger decline compared to the 1.7 per cent y-o-y decline in November, though gentler than the y-o-y declines seen in October (-8.5 per cent) and September (-10.7 per cent). Excluding motor vehicles, y-o-y retail sales decreased by 4.5 per cent, compared to the 2.8 per cent decline in November.

https://www.businesstimes.com.sg/go...-in-december-with-declines-in-most-industries

 

[MrHighlander]

What price will you go in for CLR ?

too high ....

 

[revhappy]

I heard from my friends, Standard chartered bank is giving up its entire space in MBFC. They are being given $1000 to set up home office and work from home. I wish more banks were as open to WFH as them. REITs would fall but we will have much better work life balance, who wants to go by MRT to office everyday?

 

[lasnoblur]

I heard from my friends, Standard chartered bank is giving up its entire space in MBFC. They are being given $1000 to set up home office and work from home. I wish more banks were as open to WFH as them. REITs would fall but we will have much better work life balance, who wants to go by MRT to office everyday?

need some1 to start the ball rolling.

world is changing.

 

[digitalguy]

Not a expert/guru just a newbie.
Reit etf all not good, yet you have to pay the management fee. Why not build your own portfolio, you do you homework and pick those good one, avg around 5% dividend will do.

For your infor, I hold these;
MINT, MCT, MNACT, FLCT, CLCT(CRCT), lendlease

all M series dividends are less than 5% at this moment and prices are high. thats why i am thinking of getting Reit ETF.