General S-REITs Discussion Thread

[dappermen]

Do u agree???
https://www.moomoo.com/community/fe...&data_ticket=8cbaad1a972a1ae75b755cc96610ae20

https://www.moomoo.com/community/fe...&data_ticket=8cbaad1a972a1ae75b755cc96610ae20

 

[TehSi99]

The problem is some Reits with good fundamentals but prices keep going down.
Manipulation?

 

[terence2112]

The problem is some Reits with good fundamentals but prices keep going down.
Manipulation?

Opportunity!!

 

[limster]

Do u agree???
https://www.moomoo.com/community/fe...&data_ticket=8cbaad1a972a1ae75b755cc96610ae20

https://www.moomoo.com/community/fe...&data_ticket=8cbaad1a972a1ae75b755cc96610ae20

I agree that you should buy REITs when they are undervalued, and not when they are overvalued

there are of course many different ways to determine valuation, no right or wrong answer, better to just share what you are investing in. My own starting point is Benjamin Graham's Intelligent Investor and Security Analysis.
I'm currently holding 10 REITs (originally I was holding more, but there were mergers...). I only add to them when the price is right.

 

[dappermen]

if i m an institutn i will sell my MLT & let retail suck them Up
but sad tt the FLCT is lacklustre recently






Parkway many love it too, i supposed


US reits too but agn DC???
Digital Core REIT, which owns a portfolio of data centres, filed to go public at an indicative price of 88 US cents per unit. With a total of some 267 million shares to be sold, this issue is likely to be raising around US$235 million ($320 million).


This REIT’s sponsor is Digital Realty, a leading data centre developer and operator. Digital Core REIT will be the exclusive S-REIT vehicle sponsored by Digital Realty.
https://www.theedgesingapore.com/ca...e-reit-files-ipo-adding-year-end-listing-jump

 

[Andrew833]

I agree that you should buy REITs when they are undervalued, and not when they are overvalued

there are of course many different ways to determine valuation, no right or wrong answer, better to just share what you are investing in. My own starting point is Benjamin Graham's Intelligent Investor and Security Analysis.
I'm currently holding 10 REITs (originally I was holding more, but there were mergers...). I only add to them when the price is right.

REITs high price just wait for correction or PO to buy.

 

[dappermen]

Dc really??
https://blog.seedly.sg/singapore-bl...0mK0aShSf9QHJMGYWcT79dvJSzDN3zmhIe8yYKSB26tX4
top 10 STI stocks ; lots r Reits whose share prices are languishing near their 52-week lows (data as of time of writing on 24 November 2021)- which will u Snatch now????
but sorry MLT no...DC, Ascendas, & MIT (worst) too

Name	Ticker	Share Price	52-Week Intraday Low	Change from 52-Week Intraday Low	Price-to-Earnings Ratio	Price-to-Book Ratio	Dividend Yield
Keppel DC REIT	SGX: AJBU	S$2.35	S$2.32	1.3%	24.0x	1.8x	3.7%
ComfortDelGro	SGX: C52	S$1.52	S$1.49	2.0%	53.3x	1.2x	0.9%
Dairy Farm	SGX: D01	US$3.22	US$3.15	2.2%	16.1x	3.9x	5.1%
Singapore Exchange	SGX: S68	S$9.31	S$8.89	4.7%	22.4x	7.2x	3.4%
UOL Group	SGX: U14	S$7.10	S$6.76	5.0%	456.3x	0.6x	2.5%
Wilmar International	SGX: F34	S$4.31	S$4.04	6.7%	13.4x	1.1x	3.0%
ST Engineering	SGX: S63	S$3.94	S$3.66	7.7%	23.5x	5.4x	3.8%
Mapletree Industrial Trust	SGX: ME8U	S$2.71	S$2.502	8.3%	43.8x	1.5x	4.1%
Ascendas REIT	SGX: A17U	S$3.07	S$2.83	8.5%	29.1x	1.4x	4.6%
Mapletree Logistics Trust	SGX: M44U	S$1.92	S$1.77	8.5%	18.5x	1.5x	4.3%

https://www.theedgesingapore.com/ca...1-medium-long-term-uncertainty-ftse-china-a50

UOB Kay Hian lowers SGX's TP to $9.41 on medium- to long-term uncertainty for FTSE China A50 Index futures​

 

[dappermen]

Really??! 1st reits?
https://www.theedgesingapore.com/ca...eadies-it-acquisitions-myanmar-china-or-japanCan they get to first ?

 

[Shion]

Really??! 1st reits?
https://www.theedgesingapore.com/ca...eadies-it-acquisitions-myanmar-china-or-japanCan they get to first ?

But this one their sponsor....Can be trusted ?

 

[dappermen]

Alot say cannot


Maybe just focused on logs? Not dc too
https://link.theedgesingapore.com/?...theedgesingapore.com/z3BmjdgxSvvwVWV9A&_icp=1

 

[Shion]

https://www.channelnewsasia.com/com...t-share-price-dividend-covid-property-2335296

 

[TehSi99]

With dine-in almost back and crowds in the FCT malls, i still see this counter going down...

 

[yumsang]

finally sold all hospitality stock after 1 year plus monitoring period
with this round of Omicron, lightning strike skull woke up to reality, covid not going away yet

 

[yumsang]

With dine-in almost back and crowds in the FCT malls, i still see this counter going down...

analyst keep shouting TP $2.80-$3 ... but for the past months hardly reach $2.40

 

[TehSi99]

analyst keep shouting TP $2.80-$3 ... but for the past months hardly reach $2.40

.Ya. All the useless shouting.

 

[simon_84]

finally sold all hospitality stock after 1 year plus monitoring period
with this round of Omicron, lightning strike skull woke up to reality, covid not going away yet

Yup, not holding any more retail reit anymore since last year.

 

[dappermen]

gd move! Althoug many claimed that the micron is mild…

finally sold all hospitality stock

https://www.theedgesingapore.com/ca...ut-omicron-and-keep-eye-out-these-sectors-dbs
https://research.uobkayhian.com/content_download.jsp?id=65615&h=107f93088d0f892d8310861cb40028e3

 

[Shion]

UOB Kay Hian recommends new economy plays like A-REIT, FLT and MINT as Omicron variant causes delay in reopening​

https://www.theedgesingapore.com/ca...lays-reit-flt-and-mint-omicron-variant-causes

 

[TehSi99]

UOB Kay Hian recommends new economy plays like A-REIT, FLT and MINT as Omicron variant causes delay in reopening​

https://www.theedgesingapore.com/ca...lays-reit-flt-and-mint-omicron-variant-causes

Oh no, not again the same names in such reports.

Can UOB shows they have invested the same?

 

[yumsang]

Oh no, not again the same names in such reports.

Can UOB shows they have invested the same?

at least got advice to trim hospitality