we shall calculate the dividend as per cost/hold price or current market price?
General S-REITs Discussion Thread
- Thread starter Dividends Warrior
- Start date
we shall calculate the dividend as per cost/hold price or current market price?
time nt to be too Narrowed...
with the Chinese property sector making up a significant share....
Chinese property developers had enjoyed positive revenue growth in the first half of 2021 and the contracted sales performance in the first eight months of the year has also been decent. Encouragingly, property inventory levels are also much more reasonable. Many developers had slowed down land bank acquisitions in the first half of the year which have helped to conserve cash as liquidity conditions tightened. While debt/EBITDA ratios may have deteriorated marginally in the first half of this year on the back of lower profit margins, net debt/equity and debt/capital ratios were generally stable if not slightly lower compared to end 2020’s levels.
Over the longer term, China’s growing middle class, urbanisation and the development of China’s megacities are likely to continue to support the revenues of the property sector. China’s deleveraging exercise will also ultimately instil stronger market discipline and improve credit fundamentals across the sector.
real est
While we remain selective in our portfolio positioning in the near term, we note that the incentive for the Chinese property companies to deleverage has never been stronger. As the sector’s fundamentals gradually improve, patient, active investors who do their credit homework are likely to be adequately compensated for their risks.
https://www.eastspring.com/sg/insights/thought-leadership/asian-high-yields-where-do-we-go-from-here
with the Chinese property sector making up a significant share....
A healthy property sector desirable
While China’s property sector has historically been subject to episodes of policy-driven volatility, it remains an important driver of the Chinese economy for now. It accounts for 27.3% of the country’s Fixed Asset Investment in 2020 and is a key revenue source for many local governments. The Chinese government would therefore prefer to have a healthy property sector than to see multiple large-scale defaults, which could potentially trigger widespread systemic risks.Chinese property developers had enjoyed positive revenue growth in the first half of 2021 and the contracted sales performance in the first eight months of the year has also been decent. Encouragingly, property inventory levels are also much more reasonable. Many developers had slowed down land bank acquisitions in the first half of the year which have helped to conserve cash as liquidity conditions tightened. While debt/EBITDA ratios may have deteriorated marginally in the first half of this year on the back of lower profit margins, net debt/equity and debt/capital ratios were generally stable if not slightly lower compared to end 2020’s levels.
Over the longer term, China’s growing middle class, urbanisation and the development of China’s megacities are likely to continue to support the revenues of the property sector. China’s deleveraging exercise will also ultimately instil stronger market discipline and improve credit fundamentals across the sector.
real est
While we remain selective in our portfolio positioning in the near term, we note that the incentive for the Chinese property companies to deleverage has never been stronger. As the sector’s fundamentals gradually improve, patient, active investors who do their credit homework are likely to be adequately compensated for their risks.
https://www.eastspring.com/sg/insights/thought-leadership/asian-high-yields-where-do-we-go-from-here
https://www.blackrock.com/sg/en/products/251722/ishares-barclays-usd-asia-high-yield-bond-index-etftime nt to be too Narrowed...
with the Chinese property sector making up a significant share....
A healthy property sector desirable
While China’s property sector has historically been subject to episodes of policy-driven volatility, it remains an important driver of the Chinese economy for now. It accounts for 27.3% of the country’s Fixed Asset Investment in 2020 and is a key revenue source for many local governments. The Chinese government would therefore prefer to have a healthy property sector than to see multiple large-scale defaults, which could potentially trigger widespread systemic risks.
Chinese property developers had enjoyed positive revenue growth in the first half of 2021 and the contracted sales performance in the first eight months of the year has also been decent. Encouragingly, property inventory levels are also much more reasonable. Many developers had slowed down land bank acquisitions in the first half of the year which have helped to conserve cash as liquidity conditions tightened. While debt/EBITDA ratios may have deteriorated marginally in the first half of this year on the back of lower profit margins, net debt/equity and debt/capital ratios were generally stable if not slightly lower compared to end 2020’s levels.
Over the longer term, China’s growing middle class, urbanisation and the development of China’s megacities are likely to continue to support the revenues of the property sector. China’s deleveraging exercise will also ultimately instil stronger market discipline and improve credit fundamentals across the sector.
real est
While we remain selective in our portfolio positioning in the near term, we note that the incentive for the Chinese property companies to deleverage has never been stronger. As the sector’s fundamentals gradually improve, patient, active investors who do their credit homework are likely to be adequately compensated for their risks.
https://www.eastspring.com/sg/insights/thought-leadership/asian-high-yields-where-do-we-go-from-here
Calculate as per your cost price or average price.
The market and analysts will calculate as per current market price.
Example:
You brought FLCT last year at $1.33, this year current dividend is $0.051, therefore your dividend is 3.83%
FLCT current price $1.49, this year current dividend is $0.051, therefore your dividend is 3.42%.
really?? iShares USD Asia High Yield Bond ETF??? the yields r just Ok, performce ???
see - https://markets.ft.com/data/funds/tearsheet/charts?s=LU0943347566:SGD
run w Global X Hang Seng High Dividend Yield ETF & the ishares plucked fr Nowhere- @Kojo0403 , u holding it?? why / how did u pick this fr Random ?
https://photos.app.goo.gl/dhZbwXwgKfEd1qjC8https://photos.app.goo.gl/wGuwdfHMRk6M15Bt6https://photos.app.goo.gl/YiwAmvadVS1nXCGK9tell me which?
Allianz Income and Growth AM @ nearly all situatn performed better if u click on the charts
b4 i shortlisted i compared to similar ones as close as i could get (w DWS & blackrock Dynamic high income etc)....b4 i get the Allianz Income and Growth AM (yes better div yields than alot of the Sg big name Reits)
Sorry i hve to get bk to talkg abt Reits...the article i shared abv is abt properties
check w Poem
CapLand China T
CapLand China T
never fail to drop & alwys
https://links.sgx.com/1.0.0/corpora...89fb80fafc5ce9a68a168536dc0cdc6930a408529af88
https://www.businesswire.com/news/h...iEdge-S-REIT-Leaders-Index-ETF-to-List-on-SGXlast day tomorrow to subscribe for those who are keen
The last REIT IPO was Eagle Hospitality ? Shiver......
not interested...
done.
do good and earn yield at the same time.
I DIY my own ETF
gd! too provided u got access to those @ Apac too?? most r Not sgI DIY my own ETF
i just realised tt Daiwa is in it????!!!
https://forums.hardwarezone.com.sg/...ussion-thread.4313167/page-146#post-137901664
my only consolation 4 getting my mistke-MLT out of so many Mapleleaves, is it is the Only Maple gold leaf in Top10 of this: sg is nt tt green after all
https://forums.hardwarezone.com.sg/...etf-sgx-grn-gre.6632094/page-2#post-137808131
As of 30 September 2021, the 10 largest constituents of UOB APAC Green REIT ETF are:
| Constituent | Geography | Weight |
|---|---|---|
| Scentre Group | Australia | 7.45% |
| Dexus | Australia | 7.09% |
| Mirvac Group | Australia | 6.81% |
| Link Real Estate Investment Trust | Hong Kong | 6.70% |
| Nippon Building Fund, Inc. | Japan | 6.50% |
| Stockland | Australia | 6.08% |
| GPT Group | Australia | 4.97% |
| Japan Real Estate Investment Corp. | Japan | 4.62% |
| CapitaLand Integrated Commercial Trust | Singapore | 4.26% |
| Mapletree Logistics Trust | Singapore | 2.51% |
https://www.sgx.com/indices/products/agreitsni wanna a Green/ESG related 1
List of Constituents 1. Scentre Group 26. Kenedix Office Investment Corporation 2. Dexus 27. National Storage 3. Mirvac Group 28. Advance Residence Investment Corporation 4. Link Real Estate Investment Trust 29. United Urban Investment Corporation 5. Nippon Building Fund, Inc. 30. Keppel REIT 6. Stockland 31. Japan Excellent Inc 7. GPT Group 32. Mapletree North Asia Commercial Trust 8. Japan Real Estate Investment Corp. 33. Sekisui House Reit. Inc. 9. CapitaLand Integrated Commercial Trust?? 34. BWP Trust 10. Mapletree Logistics Trust 35. Suntec Real Estate Investment Trust 11. Japan Metropolitan Fund Investment Corporation 36. Fortune Real Estate Investment Trust 12. Mapletree Industrial Trust 37. Ascendas India Trust 13. Nomura Real Estate Master Fund, Inc. 38. Charter Hall Long WALE REIT 14. Daiwa House REIT Investment Corporation?? 39. Global One Real Estate Investment Corp 15. LaSalle LOGIPORT REIT 40. Shopping Centres Australasia Property Group RE Ltd. 16. ORIX JREIT Inc. 41. Cromwell Property Group 17. Mapletree Commercial Trust 42. Kenedix Retail REIT Corp 18. Frasers Logistics & Commercial Trust 43. Daiwa Securities Living Investment Corporation 19. Activia Properties, Inc. 44. TOKYU REIT, Inc. 20. Frontier Real Estate Investment Corporation 45. Mori Trust Sogo Reit, Inc. 21. AEON REIT Investment Corp. 46. Kenedix Residential Next Investment Corporation 22. Mori Hills Reit Investment Corporation 47. Daiwa Office Investment Corp 23. Japan Prime Realty Investment Corporation 48. NIPPON REIT Investment Corp 24. Hulic Reit, Inc. 49. Fukuoka REIT Corp 25. Charter Hall Retail REIT 50. Ichigo Office REIT Investment Corporation
this
UOB Asia Pacific Green REIT ETF
has quite high on Retail
not 4gettg diversified Reits incld retail too
WHEREas Pgim has lesser on :
Retail Property
11.2 %
Diversified*
17.7 %
which is gd but abit on the high side 4 residential
Residential
23.7 %
Last edited:
So early. Closing date for IPO 18 Nov.
Important Forum Advisory Note
This forum is moderated by volunteer moderators who will react only to members' feedback on posts. Moderators are not employees or representatives of HWZ Forums. Forum members and moderators are responsible for their own posts.
Please refer to our Community Guidelines and Standards and Terms and Conditions for more information.
