General S-REITs Discussion Thread

D

dappermen

Banned
Joined
Mar 5, 2017
Messages
8,663
Reaction score
1,017
Last edited:
A

Andrew833

Arch-Supremacy Member
Joined
Apr 7, 2017
Messages
17,584
Reaction score
6,150
shortbirdlonghair said:
Qn for all the sreit experts. Help me select the top tier must have sreits (for long term)

My must haves not in any order:
Ascendas
CICT
FCT
MCT
MIT
MLT
Parkway life reit

Thats 7 only. Can experts advise if one is good with these 7 or need a few more. Thank you
Click to expand...
Take note PLife dividend yield is only around 3%, consider to buy when the price drop during correction.

Can add FLCT, LREIT, CLCT (higher risk) AA REIT, etc..

Take note, you don't need to have 10 REITs, you are not building a ETF.
Example you have 100k, those good REIT 10k each, others maybe 5k each. Add or reduce along the way, always check your portfolio, re-balance if needed.
 
Perisher

Perisher

Greater Supremacy Member
Deluxe Member
Joined
Jan 5, 2015
Messages
84,162
Reaction score
10,088
homer123 said:
New target price for REITs
5b669a30c601510bd21b9d32a80384ef02d4c15a.png
Click to expand...
what's landlease reit's problem?
Higher yield, debt% 90 in fixed rates, low cost of debt with 10x interest coverage ratio... what am i missing?
 
S

sohguanh

Supremacy Member
Joined
Jul 10, 2010
Messages
9,751
Reaction score
3,331
Andrew833 said:
LREIT no problem.
Could be a problem, 40.7% gearing ratio and 2024 and 2025 high debts maturity.
Click to expand...
They could raise a new preferential offering again to raise funds to pay off the debt? I saw a few stock in SGX do that. But wonder existing shareholders will subscribe or not. Some is raise funds to fund asset acquisition imagine the new offering is to pay down some debts by releasing more shares. Smart company would tie together say 1. New asset acquisition 2. Return some debts as a total package for new offering. Hmm...
 
A

Andrew833

Arch-Supremacy Member
Joined
Apr 7, 2017
Messages
17,584
Reaction score
6,150
sohguanh said:
They could raise a new preferential offering again to raise funds to pay off the debt? I saw a few stock in SGX do that. But wonder existing shareholders will subscribe or not. Some is raise funds to fund asset acquisition imagine the new offering is to pay down some debts by releasing more shares. Smart company would tie together say 1. New asset acquisition 2. Return some debts as a total package for new offering. Hmm...
Click to expand...
1) LREIT just have preferential offering recently, so this year no more chance.
2) If a REIT issue PO or PP to pay off debts, it is not a good company. (it's a red flag)
3) Gearing ratio max is 50%, 40.7% still have some margin and gearing ratio increase due to the acquisition of the remaining share of the JEM. 3 months back was only 33.7%.
4) Yes, REIT could use PP or PO for new acquisition and pay off some debts. It's normal.
 
T

TehSi99

Master Member
Joined
Oct 5, 2018
Messages
4,892
Reaction score
1,318
J
dappermen said:
I m impressed by the new tP sassy gem is in!!!!kepac too
(I see no appreciator except one @ https://forums.hardwarezone.com.sg/threads/sasseur-reit-official-sgx-crpu.5774076/page-6 )
Is homer wkg for uobkh? Sorry a bad joke cos uobkh dropped a gd stk


But no flct woh


eeewww maple again!


isnt this asking the obvious: https://www.moomoo.com/community/fe...ae75b755cc96610ae20&futusource=news_push_pageSG vs UK vs US: Which real estate market is performing better?
Click to expand...

Why FLCT not mentioned?
 
D

dappermen

Banned
Joined
Mar 5, 2017
Messages
8,663
Reaction score
1,017
TehSi99 said:
Not many people even know Sasseur. I cant pronounce it correctly. Anyway, I have increased my holdings by abit more.
Click to expand...
thank u for buying more shampoos!

next is FLCT!


most choose to be blind w them, not that they dont know....they can even agree that it is a not a respected stk
the name callings on members and stks can go far more worse than that!
i never do name callings , but at least u got the foresight!
a gem is a gem although the gem is being tainted by dirty views , a gold wrapped in an ugly/dirty cloth/paper is still a gold/a gem, no matter what, isnt it?
https://forums.hardwarezone.com.sg/...ficial-sgx-crpu.5774076/page-3#post-133188814https://www.theedgesingapore.com/ca...dd-sasseur-reit-light-higher-occupancy-levels

https://www.theedgesingapore.com/capital/reits/pros-and-cons-distribution-reinvestment-plan
 
Last edited:
C

ctan84

Banned
Joined
Nov 14, 2017
Messages
8,489
Reaction score
4,783
dappermen said:
thank u for buying more shampoos!

next is FLCT!


most choose to be blind w them, not that they dont know....they can even agree that it is a not a respected stk
the name callings on members and stks can go far more worse than that!
i never do name callings , but at least u got the foresight!
a gem is a gem although the gem is being tainted by dirty views , a gold wrapped in an ugly/dirty cloth/paper is still a gold/a gem, no matter what, isnt it?
https://forums.hardwarezone.com.sg/...ficial-sgx-crpu.5774076/page-3#post-133188814https://www.theedgesingapore.com/ca...dd-sasseur-reit-light-higher-occupancy-levels

https://www.theedgesingapore.com/capital/reits/pros-and-cons-distribution-reinvestment-plan
Click to expand...
You are heavily invested into Sasseur, of course you want to praise it to the 9 heavens lah.
 
D

dappermen

Banned
Joined
Mar 5, 2017
Messages
8,663
Reaction score
1,017
share your purchase /q here pls if related to FLCT! https://forums.hardwarezone.com.sg/...rcial-trust-official-sgx-buou.5385859/page-49

i not heavily in FLCT but still luv it

cos here not many appreciates FLCT

a gem is a gem that doesnt need much praise
dont be a fool like some, how can a stk be supported and bought by just 1 ... the rest are blind and still use a useless shampoo? i will not!
the world will not move just due to 1

a dirt is a dirt no matter how much praises sung, is still a dirt

dappermen said:
thank u for buying more shampoos!

next is FLCT!


https://forums.hardwarezone.com.sg/...ficial-sgx-crpu.5774076/page-3#post-133188814https://www.theedgesingapore.com/ca...dd-sasseur-reit-light-higher-occupancy-levels
Click to expand...
发哨子2020 said:
Nobody interested in this gem Sasseur ?
Click to expand...
 
A

Andrew833

Arch-Supremacy Member
Joined
Apr 7, 2017
Messages
17,584
Reaction score
6,150
TehSi99 said:
Not many people even know Sasseur . I cant pronounce it correctly. Anyway, I have increased my holdings by abit more.
Click to expand...
I wonder did you read Sasseur earning result before buying more. Or just listen to some shampoo sellers sales talk.
Sasseur March 2022 earning result
Lease Expiry 2022 by gross revenue 63.6% down to 52.7% end of March 2022. (example 4 shopping malls half of them contract end in end of 2022)
Debts Maturity
$276 mil end of March 2023
$214 mil end of March 2023
$27 mil end of March 2023
Total $517 mil loan need to pay by end of March 2023 (100% borrowing)

For your infor: EW World another China S-REIT, loan need to pay by end of May 2022, till now still no news. Dasin also got this debts refinancing problem.
 
H

homer123

Arch-Supremacy Member
Joined
Sep 12, 2004
Messages
10,198
Reaction score
5,142
Andrew833 said:
I wonder did you read Sasseur earning result before buying more. Or just listen to some shampoo sellers sales talk.
Sasseur March 2022 earning result
Lease Expiry 2022 by gross revenue 63.6% down to 52.7% end of March 2022. (example 4 shopping malls half of them contract end in end of 2022)
Debts Maturity
$276 mil end of March 2023
$214 mil end of March 2023
$27 mil end of March 2023
Total $517 mil loan need to pay by end of March 2023 (100% borrowing)

For your infor: EW World another China S-REIT, loan need to pay by end of May 2022, till now still no news. Dasin also got this debts refinancing problem.
Click to expand...
I avoid China owned reits like a plague
 
You must log in or register to reply here.
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.
Top