General S-REITs Discussion Thread

[TehSi99]

Ascendas moved out of China and divest to CLCT.

 

[basic___]

heng today never laosai jialat. hope the worst is over

Just hold for the meantime, the economy will bounce back once covid has more or less settle down. Probably need 1-2 more years

 

[Andrew833]

Look at April 2021 result.

 

[MrHighlander]

How will REITs do tmr ? Shopping time?

 

[yumsang]

How will REITs do tmr ? Shopping time?

Thousand gold cannot buy "early know"

 

[demongod]

sian, reits getting a slapping

 

[70niner]

Any reason for Ascenda's slide by >4%?

 

[Andrew833]

Any reason for Ascenda's slide by >4%?

Ask money again, but from BB not shareholders.

 

[homer123]

This Ascenda Reit keep on asking for money by putting big discount on private placement ..I think it is a bad investment

 

[TehSi99]

Still dont know why lao sai today.

Correction or because of back to phase 2 announcement or....?

 

[frozenkid]

This Ascenda Reit keep on asking for money by putting big discount on private placement ..I think it is a bad investment

Have mentioned in A-reit thread that I sold everything on Wednesday and forgo the div. This counter sort of pisses me off for the past 6 months. I really felt it underperformed.

Now recently pullback, will shop for other counters.

 

[TehSi99]

Have mentioned in A-reit thread that I sold everything on Wednesday and forgo the div. This counter sort of pisses me off for the past 6 months. I really felt it underperformed.

Now recently pullback, will shop for other counters.

I see seems like bb are selling.

 

[starbugs]

I see seems like bb are selling.

It's those people got the placement cheaply, making a quick buck. The whole placement system is really dumb, with no transparency on who received those placements shares and on what basis.

 

[homer123]

Have mentioned in A-reit thread that I sold everything on Wednesday and forgo the div. This counter sort of pisses me off for the past 6 months. I really felt it underperformed.

Now recently pullback, will shop for other counters.

yeah.. I hate these S-REIT starting doing 10 percent discount private placement for someone to dump and make quick buck.. For Ascendas , a blue chip reit to do multiple placement within a year is uncalled for..

 

[Andrew833]

I see seems like bb are selling.

In SG market or any market, there are buyer and seller,
Buyer - buy for long or short seller covering short. Including retail and institutional investors.
Seller - sell or short sell. Including retail and institutional investors.
So not just BB can sell.

It's those people got the placement cheaply, making a quick buck. The whole placement system is really dumb, with no transparency on who received those placements shares and on what basis.

A placement is the sale of securities to a small number of private investors that is exempt from registration with the Securities and Exchange Commission under Regulation D, as are fixed annuities. This exemption makes a placement a less expensive way for a company to raise capital compared with a public offering.

There is transparency. Read their announcements.

 

[Andrew833]

yeah.. I hate these S-REIT starting doing 10 percent discount private placement for someone to dump and make quick buck.. For Ascendas , a blue chip reit to do multiple placement within a year is uncalled for..

If a REITs don't or never do private placement or right issue, that REITs will never grow.

 

[hwckhs]

Bulk of SREIT's return come in the form of dividend. But, what drives long-term (10, 20 years) price appreciation?

SREIT Leaders Index's annualized price return between 2010-2020 is about 3%. Can we expect similar growth in future? What are the necessary conditions for price appreciation to happen?

 

[Andrew833]

Bulk of SREIT's return come in the form of dividend. But, what drives long-term (10, 20 years) price appreciation?

SREIT Leaders Index's annualized price return between 2010-2020 is about 3%. Can we expect similar growth in future? What are the necessary conditions for price appreciation to happen?

Let pick FLCT as a example.
IPO $0.89 in 2016 June, now $1.47 65% capital appreciation.
From 2017 start, annual dividend is 7 cents. That's is 7.86%

I started last year.
Brought $1.24 now $1.47, 18.5% gain with yearly 5.64% dividend.

Index consist of good and lousy REITs, so average out, the return is not great.

 

[endlssorrow]

If a REITs don't or never do private placement or right issue, that REITs will never grow.

i think like starhill? hahaha sibei stable

 

[hwckhs]

Let pick FLCT as a example.
IPO $0.89 in 2016 June, now $1.47 65% capital appreciation.
From 2017 start, annual dividend is 7 cents. That's is 7.86%

If someone buys FLCT today, do you expect the price to rise after holding for 10 or 20 years? What are the fundamental reasons for the price to go higher? Rising asset valuation? What else? Which factor is the most important?

I buy and hold (DCA) into REITs. I know dividend (mostly) comes from rental, but future price appreciation is something I am uncertain of.