General S-REITs Discussion Thread

[Nipponho]

REITs hong gan today. Likely spark new round of sell off for SGX

this keppel, the rights issue is very harmful to unit holders. They cannot sell the rights, and are forced to come out money, yet even after come out money, still lose money, from 1.05 to 94 now, at least 5% vanished, equivalent to one whole year dividend wasted

 

[Lao_Tiko]

Strange A17U not doing so well in stock price. The annual report looks ok.

A17U seems to be languishing. Maybe the results were lacklustre. Neither hot nor cold.

Rumours of value destruction coming true?

 

[homer123]

REITs hong gan today. Likely spark new round of sell off for SGX

DPU keeps dropping for most reits but management fee and right issues keep increasing.. How to invest? Biggest regret is not cleaning house earlier on these lousy S-reits

 

[elvintay07]

DPU keeps dropping for most reits but management fee and right issues keep increasing.. How to invest? Biggest regret is not cleaning house earlier on these lousy S-reits

Valuation high la. Wait till P/B is 0.8 then hoot lo. No scare la. When ppl are fearful, we have to be greedy. But like Master Leong said, sometime easier to buy reit ETF.

 

[lunafan]

REITs hong gan today. Likely spark new round of sell off for SGX

Isn’t the drop due to many of the capitaland counters XD?
A few more XD tomorrow

 

[homer123]

Isn’t the drop due to many of the capitaland counters XD?
A few more XD tomorrow

The drop is way more than the dividend received.. It becomes stupid to earn dividend and lost more capital. If you hold reit and its DPU doesn't increase throughout the year..you will see your capital being eroded and more opportunity cost

 

[Nipponho]

The drop is way more than the dividend received.. It becomes stupid to earn dividend and lost more capital. If you hold reit and its DPU doesn't increase throughout the year..you will see your capital being eroded and more opportunity cost

may i know which are the ones that you are complaining about? There are also some which has increasing or flat dividends. They did a study and it shows that most of the reits were in the positive from the start of IPO till today, except for one or two loss making ones, and a few smaller ones that has died.

The 3 maples are supposed to be blue chip and very highly sought after but seems like they are not doing too well and fulfilled your criteria of declining dividends and they are not cheap either.

 

[elvintay07]

Reit green green today. Actually brilliant buy considering everyone all very scare lately. Past few weeks I was trimming banks and buying reit. Haha

 

[elvintay07]

if long term REITs can’t work for dividend, maybe we need to go China, HK look for good deals already

 

[Shion]

What are your opinions on M1GU ?

 

[homer123]

if long term REITs can’t work for dividend, maybe we need to go China, HK look for good deals already

I have been investing in HKSE and LSE counters for dividend.. best decision so far. Higher dividend with lower payout. Stock price also increase with dividend growth.. I can't say I can get this kind of investment return from S-Reit

 

[pepsitwist]

I have been investing in HKSE and LSE counters for dividend.. best decision so far. Higher dividend with lower payout. Stock price also increase with dividend growth.. I can't say I can get this kind of investment return from S-Reit

What kind of counters?

 

[elvintay07]

I feel MIT is poised to reverse once interest comes down and they refinance. But this is likely to be gradual. https://investor.mapletreeindustrialtrust.com/newsroom/20251114_194200_ME8U_F6BOWGZLTBLO9U2E.1.pdf

 

[limster]

I have been investing in HKSE and LSE counters for dividend.. best decision so far. Higher dividend with lower payout. Stock price also increase with dividend growth.. I can't say I can get this kind of investment return from S-Reit

Same. My Euro financials are big winners - consistent dividend + capital gain.
For HK, I just rely on 2800 HSI and 3110 HSI dividend ETF for dividends, since FSMOne has 0% comm RSP.

 

[elvintay07]

Same. My Euro financials are big winners - consistent dividend + capital gain.
For HK, I just rely on 2800 HSI and 3110 HSI dividend ETF for dividends, since FSMOne has 0% comm RSP.

Euro financials means banks? R u holding SG REITs Limster?

 

[elvintay07]

Same. My Euro financials are big winners - consistent dividend + capital gain.
For HK, I just rely on 2800 HSI and 3110 HSI dividend ETF for dividends, since FSMOne has 0% comm RSP.

I am also looking at 3110.hk also. I think Singapore quite high risk. Banks, Sheng Siong, SG reits all quite dangerous also. When everyone hype up on STI hitting 10,000, i more fearful.

 

[homer123]

What kind of counters?

I invested in over 30-50 counters in HKSE and LSE over the last 5 years.. For HKSE counters , they are the usual big 3 oils ,big 3 telco, big 4 banks and SOE like Citic ,Cosco, Pingan. For LSE counters are big tobacco , finance, pharma and energy. My yield on cost is very high since I bought them at the lows.. These counters have already gone up a lot and I would not recommend to anyone to chase them. What I can tell you is to start with the dividend etf 3110.hk, 3190,hk, 3070,hk, 3437.hk ,2800,hk and supplement with covered call etf like 3416.hk and 3417.hk . Alternatively, You can study the holding of these dividend etf and pick counters that still provide good yield and growth

 

[chowck]

3110hk now almost at ATH. The big 3 telco.hk all on downtrends since the beginning of the year due to increased VAT this month. Are there anymore value stocks in hk?

 

[limster]

3110hk now almost at ATH.

Thats why I find FSMOne RSP helpful to help to invest a little bit every month. I find it hard to press buy whenever something is at ATH.

 

[homer123]

3110hk now almost at ATH. The big 3 telco.hk all on downtrends since the beginning of the year due to increased VAT this month. Are there anymore value stocks in hk?

I believe the current China Mobile price is good entry level despite the VAT . 6823,hk HK Telecom provides 6.7% with no WHT. As for ETF, Only 3437.hk still give 6.5% yield ..all hkse dividend etf are below 6% as they have run up quite a lot in the last 2 years. I would likely start with covered call etf like 3416 and 3417 which give monthly dividend.