General S-REITs Discussion Thread

[SpinFire]

SINGAPORE] Singapore's Temasek Holdings is seeking to sell its US$3.1 billion stake in Thai telecom company Shin Corp, according to people familiar with the matter, and has approached its SingTel unit as a possible buyer.

Temasek, which owns 41.6 per cent of Shin Corp through a subsidiary, held talks with Singapore Telecommunications Co, as SingTel is formally known, late last year, but those discussions have since stalled, said the people, who declined to be identified as the information is not public.

Temasek owns a majority stake in SingTel.

The ongoing political unrest in Thailand was among the reasons the discussions were put on hold, the people said.

Hmmm Temasek is the majority shareholder of SingTel. They can just vote yes, and the sale of ShinCorp will go through. Lol

 

[anfielder]

Hmmm Temasek is the majority shareholder of SingTel. They can just vote yes, and the sale of ShinCorp will go through. Lol

I would think they have to abstain from voting in such related-party transactions?

 

[aceirus]

Anyone here can share his/her view on AIMSAMP coming down to 1.35 levels today? what happened?

 

[Hunter_X_Hunter]

Theoretical Ex-Rights Price (TERP)?

Anyone here can share his/her view on AIMSAMP coming down to 1.35 levels today? what happened?

 

[aceirus]

Theoretical Ex-Rights Price (TERP)?

hmmmm... i thought that will only come into effect after the exercise ends on mar 13?

 

[Roland216]

SINGAPORE] Singapore's Temasek Holdings is seeking to sell its US$3.1 billion stake in Thai telecom company Shin Corp, according to people familiar with the matter, and has approached its SingTel unit as a possible buyer.

Temasek, which owns 41.6 per cent of Shin Corp through a subsidiary, held talks with Singapore Telecommunications Co, as SingTel is formally known, late last year, but those discussions have since stalled, said the people, who declined to be identified as the information is not public.

Temasek owns a majority stake in SingTel.

The ongoing political unrest in Thailand was among the reasons the discussions were put on hold, the people said.

I see from the Political stand point and read with Nash equilibrium. Thailand is in a state of Civil War, The opposition party refuse to go ahead with balloting for election. From this angle, there will be no goverment control for Thailand.
For those whom have studied the Nash Equilibrium, or the prisoner delimma, Thailand is in the 2 worst of state as feature by the Nobel Prize Winner John Nash.. The losing party is the Thailand people.

Its unstandable that no one goverment please every citizen, but for what ever condition it is in, there need to be a goverment for the Country and Thailand had entered in the prolong political confrontation or the conflict of leadership. Under such situation, there is no need to discuss about invetment in Thailand. When there is no political stability, its a matter of time, "The T***land dollar enter into worthless state" as it the nation awaits a new goverment.

For reference, one may study the short history of what happen to Gaza and Isarel now. Same situation.. Imagine AMK town war with Work party estate. . With a govermend in such a state, dun even think about investment.

If you are the boss of Temasek holding holding Thailand Telco share, I will sell now lor. I will expect the gover to start reducing the foreign reserve for Thai assets.

No part of this constitute to a buy or sell order.
Remisier soon.

 

[Mecisteus]

It all depends on the priorities in the heads of the Thai government. Are their priorities to serve the best interest of the public or their own interests? Once all the foreign entities start to pull out from the countries, then they will slowly reflect the importance of stability.

IMO it is a good move that Temasek sells their assets and move elsewhere.

 

[htngwilliam]

Starhill global reits good?

 

[htngwilliam]

When Thaksin is there, it gives me the stability impression. Where tourism is rather stable with good overseas investment. Now totally no head nor tail. Messy

I see from the Political stand point and read with Nash equilibrium. Thailand is in a state of Civil War, The opposition party refuse to go ahead with balloting for election. From this angle, there will be no goverment control for Thailand.
For those whom have studied the Nash Equilibrium, or the prisoner delimma, Thailand is in the 2 worst of state as feature by the Nobel Prize Winner John Nash.. The losing party is the Thailand people.

Its unstandable that no one goverment please every citizen, but for what ever condition it is in, there need to be a goverment for the Country and Thailand had entered in the prolong political confrontation or the conflict of leadership. Under such situation, there is no need to discuss about invetment in Thailand. When there is no political stability, its a matter of time, "The T***land dollar enter into worthless state" as it the nation awaits a new goverment.

For reference, one may study the short history of what happen to Gaza and Isarel now. Same situation.. Imagine AMK town war with Work party estate. . With a govermend in such a state, dun even think about investment.

If you are the boss of Temasek holding holding Thailand Telco share, I will sell now lor. I will expect the gover to start reducing the foreign reserve for Thai assets.

No part of this constitute to a buy or sell order.
Remisier soon.

 

[tcsstcss]

DW, your Average Monthly Dividends (2014) dont seem correct.
If current month is March, should be using
. Total collected Div / Total month count
eg. 1685.62 / 3

Isn't it ?

 

[Opps-gal]

Starhill global reits good?

Good or bad depends... I keep for long term...

 

[Dividends Warrior]

DW, your Average Monthly Dividends (2014) dont seem correct.
If current month is March, should be using
. Total collected Div / Total month count
eg. 1685.62 / 3

Isn't it ?

The way I phrase my signature is different from the way I update my blog.

For my signature, I will take the projected total dividends in a year divided by 12 months.

My target is $1200/month this year. Actually quite conservative. I should be able to achieve higher.

 

[wahkao3]

Good or bad depends... I keep for long term...

depend on what?

keep long term later drop down never to recover how?

 

[Sinkie]

DW, your Average Monthly Dividends (2014) dont seem correct.
If current month is March, should be using
. Total collected Div / Total month count
eg. 1685.62 / 3

Isn't it ?

we look at portfolio dividend %yield, not look at portfolio total dividend received

 

[Opps-gal]

depend on what?

keep long term later drop down never to recover how?

Drop down, then add on. Average down

 

[LiteHouse]

Good or bad depends... I keep for long term...

You kept Creative for long term?

 

[wahkao3]

Drop down, then add on. Average down

end up like this how?

 

[aceirus]

end up like this how?

Haha classic.
If people educate themselves and are more aware of the principles of value investing, such things will not happen.

 

[athulican]

"Owners of stocks, however, too often let the capricious and often irrational behavior of their fellow owners cause them to behave irrationally as well. Because there is so much chatter about markets, the economy, interest rates, price behavior of stocks, etc., some investors believe it is important to listen to pundits – and, worse yet, important to consider acting upon their comments.

Those people who can sit quietly for decades when they own a farm or apartment house too often become frenetic when they are exposed to a stream of stock quotations and accompanying commentators delivering an implied message of “Don’t just sit there, do something.” For these investors, liquidity is transformed from the unqualified benefit it should be to a curse.

A “flash crash” or some other extreme market fluctuation can’t hurt an investor any more than an erratic and mouthy neighbor can hurt my farm investment. Indeed, tumbling markets can be helpful to the true investor if
he has cash available when prices get far out of line with values. A climate of fear is your friend when investing; a euphoric world is your enemy.

During the extraordinary financial panic that occurred late in 2008, I never gave a thought to selling my farm or New York real estate, even though a severe recession was clearly brewing. And, if I had owned 100% of a solid business with good long-term prospects, it would have been foolish for me to even consider dumping it. So why would I have sold my stocks that were small participations in wonderful businesses? True, any one of them
might eventually disappoint, but as a group they were certain to do well. Could anyone really believe the earth was going to swallow up the incredible productive assets and unlimited human ingenuity existing in America?"

-- Source: Warren Buffett letter to shareholders 2013

 

[wahkao3]

Haha classic.
If people educate themselves and are more aware of the principles of value investing, such things will not happen.

a value investor might fall into this trap also leh


you are probably talking about market cycle strategy, rather than value investing strategy??