General S-REITs Discussion Thread

addict951 · Oct 22, 2021

Leaden said:
Another s-reit etf incoming...
Donno what they are thinking.

CSOP IEDGE S-REIT LEADERS INDEX ETF
MAS OPERA Public Portal

Top 10 constituent
No. Stock Name Weighting (%)
1. Ascendas Real Estate Investment Trust 10.03
2. CapitaLand Integrated Commercial Trust 9.99
3. Mapletree Industrial Trust 9.96
4. Mapletree Logistics 9.65
5. Mapletree Commercial 8.50
6. Keppel DC REIT 8.39%
7. Frasers Logistics and Commercial Trust 6.28
8. Frasers Centrepoint Trust 5.93
9. Suntec Real Estate Investment Trust 5.11
10. Keppel REIT 4.15

Wah, all 10 reits I got sia
Some held since IPO and alrdy cost-free :look:

Leaden · Oct 23, 2021

addict951 said:
Wah, all 10 reits I got sia
Some held since IPO and alrdy cost-free

I'm also invested in most of them through nikko's CFA.
So, no point in me going for this upcoming reit etf from csop.

But I'll likely be considering UOB's upcoming reit etf, since it will have a lot of japan and australia reit.

dappermen · Oct 23, 2021

Leaden said:
UOB's upcoming reit etf, since it will have a lot of japan and australia reit.

Can u post here again 1 day before it start trdg/on sales?

dappermen · Oct 23, 2021

based on this MLT is a no-go or just hold esp 4 the mistke i made in purchasg!
NAC Pkwy Life Frasers HTrust too no-go & esp CapLand China Trust or Starhill Global!
Sasseur REIT, Frasers L&C Trust, KepPacOak REIT USD ofcos the More the merrier
https://research.uobkayhian.com/content_download.jsp?id=64901&h=b93934a018b52bc42af253ca036d9750 https://forums.hardwarezone.com.sg/...ussion-thread.4313167/page-143#post-137256951
& read it 4
RANKING BY DISTRIBUTION YIELD (FORWARD) ~ + P/NAV (CURRENT)

~ i didnt c Sasseur , nt sure why
-

Shion · Oct 25, 2021

'A year to forget' for retail S-REITs as restrictions drag on, with extensions 'highly likely': DBS

https://www.theedgesingapore.com/ca...estrictions-drag-extensions-highly-likely-dbs

dappermen · Oct 25, 2021

I agrree too :
https://www.businesstimes.com.sg/co...rger-with-esr-reit-but-not-because-its-a-good

dappermen said:
ARA Logos unitholders must weigh pure-play logistics status against being part of a larger entity!
https://www.businesstimes.com.sg/companies-markets/ara-logos-unitholders-must-weigh-pure-play-logistics-status-against-being-part-of

Esr is the 1 benefitting not ara

dappermen · Oct 25, 2021

only consolatn w MLT - https://links.sgx.com/FileOpen/2021...nnt_final.ashx?App=Announcement&FileID=687926
x date 1 nov 0.703C
https://links.sgx.com/1.0.0/corpora...d404d8f5ec4e33ff1051bbc1edcd520d5acc67300ecdc$0.0093
https://links.sgx.com/1.0.0/corpora...0c7a936a6370d1bfa558c23acc2becc40847342b7196b0.504C
https://links.sgx.com/1.0.0/corpora...b31b776b85df09dea3bc7410242b53273a0d9c3264d91

apriliasiao · Oct 25, 2021

dappermen said:
I agrree too :
https://www.businesstimes.com.sg/co...rger-with-esr-reit-but-not-because-its-a-good

most ppl dun have BT sub.

vsvs24 · Oct 26, 2021

dappermen said:
I agrree too :
https://www.businesstimes.com.sg/co...rger-with-esr-reit-but-not-because-its-a-good

Wonder how ESR REIT manage to get the boards of the other REIT to accept terms less favourable to their unitholders. They did it for Sabana Reit and now ARA logos.

Fortunately for Sabana, have Black Crane and Quarz to stand against it and merger failed.

dappermen · Oct 26, 2021

vsvs24 said:
Wonder how ESR REIT manage to get the boards of the other REIT to accept terms less favourable to their unitholders. They did it for Sabana Reit and now ARA logos.

Fortunately for Sabana, have Black Crane and Quarz to stand against it and merger failed.

Ara believed large is gd?
but less is more

vsvs24 · Oct 26, 2021

dappermen said:
Ara believed large is gd?
but less is more

Reits believes large is good because of visibility. That's why so many mergers. But the valuation price have to be fair. The BT article pointed out some questions. Same for Sabana. The price was like less than its value.

dappermen · Oct 26, 2021

the heads up there didnt care for the "unitholders" / shareholders at all

vsvs24 · Oct 26, 2021

dappermen said:
the heads up there didnt care for the "unitholders" / shareholders at all

Yes. And the so called independent advisor always advise to vote for it.

That's why I find the Sabana saga very interesting. Rarely will company proposal fail.

dappermen · Oct 26, 2021

is there any chance can Ara turn this around???????????

Pocoyoz · Oct 26, 2021

dappermen said:
CapitaLand China Trust's current share price post market correction is an opportunity to buy the dip: DBS
The REIT’s forward yields of 6.9% and 7.7% for the FY2021 and FY2022 respectively are “compelling”, say the analysts.

www.theedgesingapore.com
Enug is Enugh!
no wondr price falls continue to FALL!!
CapitaLand China Trust to raise total proceeds of $150.0 mil from private placement; upsize option exercised
https://www.theedgesingapore.com/ne...eeds-1500-mil-private-placement-upsize-option
CapitaLand China Trust enters into China logistics sector with $350.7 mil acquisition of prime logistics properties
https://www.theedgesingapore.com/ne...s-sector-3507-mil-acquisition-prime-logistics

can buy now? 7% yield quite attractive

Sent from Pocoyo Fan Club

dappermen · Oct 26, 2021

Yield is never the only criteria i looked at cos it can go dwn anytime….
And if u like the behaviour of its mkt movment
It seemed cheap to buy now for some….

Not for me, i have had enough
https://www.sgx.com/securities/equities/AU8U

Anything that can goesup can comedown but the Lan caplan is too terrifying
Anyway even my fav ara logos can lower dpu too and i dont find any positive for the merger at all:
ARA Logos posts 9% drop in Q3 DPU to S$0.01329 on enlarged unit base

https://www.businesstimes.com.sg/co...op-in-q3-dpu-to-s001329-on-enlarged-unit-base

dappermen · Oct 27, 2021

Nothing too great abt this article except it listed the top few divids for u
https://blog.seedly.sg/dividend-inv...TR4u6FpMtH_ixxouQFwgspzBwsPSuQ3MijZeu-aQ2gDuI

Sasseur top on list:

I am not saying the Higher the div yield the better!

For stocks with a dividend yield of 7-8%:

For stocks with a dividend yield of 7-8%:

Company Name	Code	P/E	Dividend Yield (%)
Asian Pay Tv Tr	S7OU	11.42	7.35%
Casa	C04	8.56	7.58%
EC World Reit	BWCU	20.83	7.26%
EliteComREIT GBP	MXNU	14.79	7.64%
HC Surgical	1B1	10.41	7.21%
HPH Trust USD	NS8U	11.23	7.89%
Karin Tech	K29	12.22	7.40%
KepPacOakReitUSD	CMOU	10.24	7.84%
New Toyo	N08	11.24	7.50%
Pan Hong	P36	1.71	7.69%
Sabana Reit	M1GU	11.56	7.11%
Sasseur Reit	CRPU	17.58	7.55%

dappermen · Oct 29, 2021

Sasseur

And his fav suntec reit
As well as all of your all time fav- parkway, miT!!!!!! Esr
Kinda regret w buying mLt

https://podcastaddict.com/episode/130497159

wutawa · Oct 29, 2021

dappermen said:
Sasseur

And his fav suntec reit
As well as all of your all time fav- parkway, miT!!!!!! Esr
Kinda regret w buying mLt

Mint is a good buy especially after its recent report. Weird that it nvr rises up much.

(invested in mint)

Kojo0403 · Oct 30, 2021

For those looking to buy Reits ETF, got a new one coming up
https://secure.fundsupermart.com/fs...ate-portfolio-by-investing-in-s-reits-leaders

General S-REITs Discussion Thread

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For stocks with a dividend yield of 7-8%:​

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'A year to forget' for retail S-REITs as restrictions drag on, with extensions 'highly likely': DBS

For stocks with a dividend yield of 7-8%: