General S-REITs Discussion Thread

[Dividends Warrior]

West Gate Mall construction looking good.

 

[SpinFire]

Made me laugh lol.

 

[Darkzi0n]

Huh? Why would they wanna let interest rate rocket?

Tapering just means cutting down bond purchases of $80bn to maybe $20bn or some figure, they're not gonna touch i/r until they're certain the economy can finally stand on it own.

theoretically with some assumptions:

reduce bond buying => money supply fall => excess demand for money and excess supply for bonds => price of bond decrease => interest rate increase

 

[simon_84]

calender effect and also, certain events happened around sept/oct. similar to "sell in may and go away"

well the "sell in may and go away" did occur this year, to think that my broker still send me an email with charts proving that that it wont occur for this year historically.

maybe i should fire him for letting my guard down

calender effects can and will occur if one did not set the stop loss limit in order to exit.

 

[simon_84]

theoretically with some assumptions:

reduce bond buying => money supply fall => excess demand for money and excess demand for bonds => price of bond increase => interest rate increase

erm...bond price and interest rate have inverse relationship.
if interest rates increase, value of bond will decrease.
bonds and reits plus any company with long term debts, are particularly exposed to interest rate risks.

the only way to hedge against this risk is to secure long term loans for re-financing.
plus issuance of long term debt securities which CMT is very good in creating this.
so far only CMT in the retail industry, has the longest debt duration of 4 years, the rest such as FCT average at 3.5 years and below.

 

[Lasogette]

Hi dividends warrior, support ur thread. Care to share how you were able to save so much during these few years. What Percentage of your salary do you save?

 

[Dividends Warrior]

Hi dividends warrior, support ur thread. Care to share how you were able to save so much during these few years. What Percentage of your salary do you save?

I dun have study loan as I am bonded. I dun have a car. Single. No expensive hobbies. No overseas vacations.

Normally, I save around 80% of my salary.

 

[Darkzi0n]

erm...bond price and interest rate have inverse relationship.
if interest rates increase, value of bond will decrease.
bonds and reits plus any company with long term debts, are particularly exposed to interest rate risks.

the only way to hedge against this risk is to secure long term loans for re-financing.
so far only CMT in the retail industry, has the longest debt duration of 4 years, the rest such as FCT average at 3.5 years and below.

Paiseh typo. Will correct it later lol

 

[simon_84]

Normally, I save around 80% of my salary.

wow you really believe in 先苦后甜...

 

[Dividends Warrior]

wow you really believe in 先苦后甜...

Yes...
Looking at all e old people collecting cardboards and drink cans made me frugal.

 

[milky25]

erm...bond price and interest rate have inverse relationship.
if interest rates increase, value of bond will decrease.
bonds and reits plus any company with long term debts, are particularly exposed to interest rate risks.

the only way to hedge against this risk is to secure long term loans for re-financing.
plus issuance of long term debt securities which CMT is very good in creating this.
so far only CMT in the retail industry, has the longest debt duration of 4 years, the rest such as FCT average at 3.5 years and below.

It should be bond price and yield have inverse relationship...

Interest rate is fixed.

Right? Do correct me if wrong....

 

[milky25]

Yes...
Looking at all e old people collecting cardboards and drink cans made me frugal.

Cool.

What do u think of the Sep possible taper effect on reit?

 

[chewjekhui]

Cool.

What do u think of the Sep possible taper effect on reit?

A bit of correction??? I want to pick up things like First REIT, AIMPS REIT. What are the players for the Jurong side of shopping centres? I know Capitaland is involved, under CCT?

Genting also potential long term player since they entering with new hotel at Jurong area also!

Yishun also have right?

Cant wait for OUE to inject their Crowne Plaza into OUE REITs. Exciting.

DW, are you excited by my line up of potential in REITs? Sadly I think i need to be selective cos I might only be able to get 1 lot each. Dont know if I should accumulate more in each counter or spread a bit thinly.

I missed the Auric Pacific one. Now so high at 1.4, Ms Saw really know how to make share price jump

 

[mjboon]

Think DW will mention FCT, CMT, Cache to you

A bit of correction??? I want to pick up things like First REIT, AIMPS REIT. What are the players for the Jurong side of shopping centres? I know Capitaland is involved, under CCT?

Genting also potential long term player since they entering with new hotel at Jurong area also!

Yishun also have right?

Cant wait for OUE to inject their Crowne Plaza into OUE REITs. Exciting.

DW, are you excited by my line up of potential in REITs? Sadly I think i need to be selective cos I might only be able to get 1 lot each. Dont know if I should accumulate more in each counter or spread a bit thinly.

I missed the Auric Pacific one. Now so high at 1.4, Ms Saw really know how to make share price jump

 

[simon_84]

It should be bond price and yield have inverse relationship...

Interest rate is fixed.

Right? Do correct me if wrong....

i'm lazy to correct ppl, got assignment to do...kindly refer to the link below.

https://www.wellsfargo.com/investing/basics/stocks_bonds_mf

 

[Dividends Warrior]

Cool.

What do u think of the Sep possible taper effect on reit?

Should have a small negative effect. REIT prices have weaken quite a bit over the past few months.....

I am looking to add more if the prices become too attractive

 

[Dividends Warrior]

Think DW will mention FCT, CMT, Cache to you

U know me well.

I will add in MINT too.

 

[Dividends Warrior]

A bit of correction??? I want to pick up things like First REIT, AIMPS REIT. What are the players for the Jurong side of shopping centres? I know Capitaland is involved, under CCT?

Genting also potential long term player since they entering with new hotel at Jurong area also!

Yishun also have right?

Cant wait for OUE to inject their Crowne Plaza into OUE REITs. Exciting.

DW, are you excited by my line up of potential in REITs? Sadly I think i need to be selective cos I might only be able to get 1 lot each. Dont know if I should accumulate more in each counter or spread a bit thinly.

I missed the Auric Pacific one. Now so high at 1.4, Ms Saw really know how to make share price jump

Jcube and west gate mall belongs to CMT.

Yes, I m excited by your choices bcos I am vested in them. I m particularly excited by aims amp.

 

[Lasogette]

I dun have study loan as I am bonded. I dun have a car. Single. No expensive hobbies. No overseas vacations.

Normally, I save around 80% of my salary.

Wow 80% thats really quite a large portion. Glad you are sharing ur knowledge with us. Any Fundamentals you look out for when doing your picks? P/E ratio, etc...

 

[Andread]

Jcube and west gate mall belongs to CMT.

Yes, I m excited by your choices bcos I am vested in them. I m particularly excited by aims amp.

you forgot the big white giant, IMM