General S-REITs Discussion Thread

[Genosis]

overvalued but fair?

I would say premium over NAV...

 

[Bedokian]

If you have the confidence that the REIT can perform better, then it is OK to pay over the premium, though from the value investing POV it is not really recommended. The extra you pay is considered, to me, as "potential" for that REIT, and you can apply that similar concept to shares.

 

[tiny]

Anyone read FCT Annual Report?

Bedok Point's tenant occupancy rate is 84.2% (Correct as at 30 Sept 2015). Quite low compared to the other FCT malls.

Anchorpoint is freehold. Huat ah.

 

[waxqube]

Anyone read FCT Annual Report?

Bedok Point's tenant occupancy rate is 84.2% (Correct as at 30 Sept 2015). Quite low compared to the other FCT malls.

Anchorpoint is freehold. Huat ah.

In contrast, Bedok Mall has ~99% occupancy. Better location ftw.

 

[sandwicher]

Anyone read FCT Annual Report?

Bedok Point's tenant occupancy rate is 84.2% (Correct as at 30 Sept 2015). Quite low compared to the other FCT malls.

Anchorpoint is freehold. Huat ah.

If you've been to Bedok Point, 84.2% is VERY good already. Bedok Mall on the other hand is much better.

Management matters a lot.

 

[Genosis]

Seems like most REITs are not affected by the massive drop today so far.

Anyway, looking forward to all the results announcements in two weeks' time!

 

[havetheveryfun]

If you've been to Bedok Point, 84.2% is VERY good already. Bedok Mall on the other hand is much better.

Management matters a lot.

location also matters a lot

 

[Genosis]

Anyone read FCT Annual Report?

Bedok Point's tenant occupancy rate is 84.2% (Correct as at 30 Sept 2015). Quite low compared to the other FCT malls.

Anchorpoint is freehold. Huat ah.

Just received mine. Good read.

Can't wait for the result on 21 Jan.

 

[Layers]

Just received mine. Good read.

Can't wait for the result on 21 Jan.

what result? if give report card liao still got result?

 

[Genosis]

what result? if give report card liao still got result?

Annual Report 2015. Hard copy version. Jin colourful.

I will usually read on my MRT trips.

 

[Average]

Annual Report 2015. Hard copy version. Jin colourful.

I will usually read on my MRT trips.

Jsk!

Sent from your gal nex door using GAGT

 

[Layers]

Annual Report 2015. Hard copy version. Jin colourful.

I will usually read on my MRT trips.

jan 21 us wat? just hoot FCT 100 units

 

[havetheveryfun]

jan 21 us wat? just hoot FCT 100 units

dividend announcement

 

[SpeedingBullet]

Anyone read FCT Annual Report?

Bedok Point's tenant occupancy rate is 84.2% (Correct as at 30 Sept 2015). Quite low compared to the other FCT malls.

Anchorpoint is freehold. Huat ah.

Yup, that one is a goner cos Bedok Malls bao jiak one. Better management, branding, tenants, location, foot traffic.. better everything

 

[yihao93]

jan 21 us wat? just hoot FCT 100 units

moi scb, no such thing
want know when give div also must ownself googlez

 

[havetheveryfun]

moi scb, no such thing
want know when give div also must ownself googlez

??? even if in cdp also need to check sgx or google yourself what, not much diff. unless got special thing like scrip dividend etc then they will send letter

 

[yihao93]

??? even if in cdp also need to check sgx or google yourself what, not much diff. unless got special thing like scrip dividend etc then they will send letter

sum1 up there had printed reports?
oh isit ownself print out online one??

 

[Genosis]

jan 21 us wat? just hoot FCT 100 units

Jan 21 is Q1 FY2016 result announcement. Subject to change.

 

[havetheveryfun]

sum1 up there had printed reports?
oh isit ownself print out online one??

NOpe that's hardcopy of annual report. yep that only cdp then can get, even if u own 100 shares only in CDP think they will also send u. but nowadays most of them got digital versions

 

[Layers]

NOpe that's hardcopy of annual report. yep that only cdp then can get, even if u own 100 shares only in CDP think they will also send u. but nowadays most of them got digital versions

Genosis nv us SCB Big hand in FCT