General S-REITs Discussion Thread

[Genosis]

Timely Reminder, thanks. So u see cache got future?

Yup, I am pretty sanguine about the future growth of logistics sector. That's why I am heavily vested in CACHE and MLT.

Of course, the beautiful newly completed DHL regional supply chain centre boosted my confidence.

http://www.dhl.com.sg/en/press/releases/releases_2014/local/051414.html

 

[Layers]

Yup, I am pretty sanguine about the future growth of logistics sector. That's why I am heavily vested in CACHE and MLT.

Of course, the beautiful newly completed DHL regional supply chain centre boosted my confidence.

http://www.dhl.com.sg/en/press/releases/releases_2014/local/051414.html

time to hoot some

 

[JustTrade]

MLT and Cache FTW. I have them in my portfolio too.

 

[jiewei]

MLT and Cache FTW. I have them in my portfolio too.

Same same .. Invested in both.. Especially cache log, like their assets in Aussie

Sent from 有妞不泡大逆不道， 見妞就泡替天行道 using GAGT

 

[starfish.starfish]

that was my reaction too. Not sure if it can maintain but i believe during times like these, alot people prefer safe heaven with healthcare reits. Was tempted to sell some for a profit hmmm

For the past few years plife range bound between 2.2-2.4 mah.
No surprises there.
To me, one of the easiest to do in-out. Kekekeke

 

[Raynon]

For the past few years plife range bound between 2.2-2.4 mah.
No surprises there.
To me, one of the easiest to do in-out. Kekekeke

Sold Plife to take profit. It's way too over-priced already. NAV is around $1.80+ only.

 

[Bedokian]

Errrmm guys..... u all do know the difference between 'industrial' and 'logistics' right?

That's why MLT and MINT are listed separately. One is pure 'logistics', the other is 'industrial'.

Mapletree Industrial Trust invests in five different types of industrial properties in Singapore and these categories are flatted factories, hi-tech buildings, business parks, stack-up/ramp-up buildings, and light industrial buildings.

As a logistics trust, Mapletree Logistics Trust’s portfolio consists only of logistics centres; its business would thus depend solely on the demand and supply dynamics of warehouses in the geographical markets it is in. Nothing to do with 'manufacturing'.

The same goes for CACHE. Pure logistics player. And CACHE has the largest portfolio of modern ramp-up facilities in Singapore.

Logistics play is more resilient than industrial, at least for local terms.

 

[akwl88]

At what pricr will u buy plife reit again?
One times book value?

< $1.75?

10 char

 

[SpeedingBullet]

Sold Plife to take profit. It's way too over-priced already. NAV is around $1.80+ only.

Agree. And insiders have been selling non-stop over the past few months

 

[Layers]

mean i know what is TOP? saw it while reading reports

 

[Bedokian]

mean i know what is TOP? saw it while reading reports

Temporary Occupation Permit, meaning when this permit is granted, you could effectively move into the place.

 

[Layers]

Net change in fair value of investment properties

how is change in fair value increase earnings?

 

[Jazzbie]

Net change in fair value of investment properties

how is change in fair value increase earnings?

Not really applicable for REITs since they pay out of net property income (real cash flow) rather than earnings.

Possible value trap for property counters as the earnings will look high (giving low P/E) but with just paper profits on gains from property revaluations.

 

[Raynon]

At what pricr will u buy plife reit again?
One times book value?

I am willing to pay a bit of premium to own this good stock, around $2.0X to 2.1X i will start to buy

 

[urameshi_85]

Who will buy the reits index etf if they really do make one?

 

[Aventad0r]

guys what are your opinion on the future of REIT of singapore?

 

[urameshi_85]

Some reits have high debt/financing costs...better to pick a few good ones? Only a small no of reits and stapled trusts listed in SGX.

A bit sceptical about my own stock picking skills haha

 

[Layers]

Why cct today big ls sia?

Sent from Sony E6853 using GAGT

 

[urameshi_85]

Easy...look at the price chart from start of this year to end of feb.
Gone up = good
Gone down = bad

Then you can look at the fundamentals which take more work...

Lai share some ways of fundamental analysis

 

[urameshi_85]

Lai share some ways of fundamental analysis

I will check gearing < 35%
Wadm is more than 3 yrs
Do not have a lot of tenant which are in same industry
Yield >6%
Prefer to get vested in healthcare n retail REITs