General S-REITs Discussion Thread

[starfish.starfish]

http://www.plifereit.com/portfolio/mountelizabeth.asp

cool, jump onto the Plife train for the 3rd time
Adding to my healthcare portfolio.

 

[Genosis]

was there any news on MLT ? dip quite a bit before the CD came in place

No significant news.....
Maybe the market was expecting a lower DPU but it is not the case. The latest DPU is stable.

 

[Bedokian]

good that sg dun have. else alot of innocent people kana

If there is, at least will be under SIP. Mreits are quite straightforward, only thing is the parameters to consider would be interest rates and default rates rather than a physical reit's NAV and gearing.

 

[thegodfather]

I bought at 30 % premium. Avg around 2.30 wanted to add at $2 but didn't happen haha. Happy to see it bounce up again

I also cannot buy, 40% in that time

 

[JW2015]

I bought at 30 % premium. Avg around 2.30 wanted to add at $2 but didn't happen haha. Happy to see it bounce up again

There are ppl who buy 7-8yr ago siting at 16%.. While we are looking 5-6%.
Cannot compare
Maybe next time people also admire us

 

[bencheongcm]

No significant news.....
Maybe the market was expecting a lower DPU but it is not the case. The latest DPU is stable.

Looking at the chart it was almost at $1 but I guess XD will dip back down 0.92

 

[thegodfather]

There are ppl who buy 7-8yr ago siting at 16%.. While we are looking 5-6%.
Cannot compare
Maybe next time people also admire us

hopefully.. this is one nice reit i like!

 

[Genosis]

Looking at the chart it was almost at $1 but I guess XD will dip back down 0.92

High possibility.....

They are redeveloping 2 properties, so DPU will dip in the next quarter. Furthermore, Fed might raise rates in June...

 

[JW2015]

The Bank of England cuts growth outlook, policymaker drops rate hike call
Reuters - an hour ago
LONDON - The Bank of England cut its economic growth forecasts on Thursday due to a darker global outlook, and the lone policymaker who had backed a rate rise in recent months unexpectedly abandoned this position.

 

[Genosis]

Wow! REITs are strong today!

 

[Layers]

Boat run liao

Just abt to buy in

Miss boat

Sent from Sony E6853 using GAGT

 

[thegodfather]

Boat run liao

Just abt to buy in

Miss boat

Sent from Sony E6853 using GAGT

everyone always says that.... you didnt get any meh?"

 

[JW2015]

everyone always says that.... you didnt get any meh?"

yes i got, yesterday i panick the market rise. then i faster go buy my LMIR @ 70,000 shares.. topup to 100,000..

of course i go in base on the "fair value" price that i like lah
which 0.300 net

 

[thegodfather]

yes i got, yesterday i panick the market rise. then i faster go buy my LMIR @ 70,000 shares.. topup to 100,000..

of course i go in base on the "fair value" price that i like lah
which 0.300 net

Ooh i didnt really buy LMIR but i held some before last year before selling it. Not too bad it has been stable at 30cents through out.

I bought 2 lots of super group earlier a few days back and abit kan chong bought 2 lots of ST Eng also.

 

[JW2015]

yes i got, yesterday i panick the market rise. then i faster go buy my LMIR @ 70,000 shares.. topup to 100,000..

of course i go in base on the "fair value" price that i like lah
which 0.300 net

but i sold all my starhill to take advantage of the next wave.. 40k sitting
my Plife and MIT will stay - very good counters.

 

[JW2015]

Ooh i didnt really buy LMIR but i held some before last year before selling it. Not too bad it has been stable at 30cents through out.

I bought 2 lots of super group earlier a few days back and abit kan chong bought 2 lots of ST Eng also.

Yes, I noticed. Lol

I think the market making me a bit kanchong these few days. Almost buy things way higher than my expected PB..

 

[thegodfather]

but i sold all my starhill to take advantage of the next wave.. 40k sitting
my Plife and MIT will stay - very good counters.

agree I have some on Plife too not as much has yours. Good counters. I wanted to get FIRST Reit but i always chicken out.

 

[JW2015]

agree I have some on Plife too not as much has yours. Good counters. I wanted to get FIRST Reit but i always chicken out.

Wait til 1.10.. 1.12 then scoop loh by then safer. First reit is more volatile than LMIR in terms of price. But dpu is always growing for FR. LMIR dpu abit varied dancing around 10%..10.5%

I also waiting singpost, GLP.
Market if really collapse, raffles medical

 

[cubana]

Boat run liao

Just abt to buy in

Miss boat

dun wori. UST 2s & 10s yields hit a short term bottom & now rebounding. Rising USTs not good for dividend plays.

 

[Initiatives]

Sold my CMT. To book 11% profit! Huat uh! If drop I buy in again