General S-REITs Discussion Thread

[Andrew833]

Yes. Liability is very important. Do we consider Mapletree or keppel good reits? Im perplexed why price is down

Mapletree REITs all 4 have very good debts management. Growth wise, MINT, MLT and MNACT. MCT is more for stable growth but slow, still pending for merger with MNACT.
I personally don't like Keppel REITs, after the way Keppel Group handle M1 and KDC case.
Capland is the next best after Mapletree.

Rather than asking a question for the general REITs sector, are you vested in any particular sector of REITs yet ?
Cause so far, only the industrial, commercial, retail and logistics sector are taking a beating.

Since is just after cny, is common to have some sell down regardless if there is interest rate hike or not.

Actually after CNY, it's dividend collecting period, so most REITs should be up. Dividend ex date may be a good time to collect some REITs or after US increase interest rate.

 

[ctan84]

Oh i see. Sorry Im very new to reits . Still learning the market . Havent hold any reits yet and trying to get 1 safe haven to enter

Safe haven only exists in hindsight. If u want guarantee safe one, stick to bank FD pls.

 

[Andrew833]

Oh i see. Sorry Im very new to reits . Still learning the market . Havent hold any reits yet and trying to get 1 safe haven to enter

There is no such thing as safe haven.
Once stock market crash, all markets crash including gold and bond.
Important to learn how to pick a REIT, why you want to invest REIT and REIT is very slow growth in term of price.
Dividend investing, 4-6% a year, you think is it too low? If yes, then don't pick a REIT.

 

[angcheek]

There is no such thing as safe haven.
Once stock market crash, all markets crash including gold and bond.
Important to learn how to pick a REIT, why you want to invest REIT and REIT is very slow growth in term of price.
Dividend investing, 4-6% a year, you think is it too low? If yes, then don't pick a REIT.

Yes I understand there are risk involve . Anything around 5% return is good enough for me . Of course higher better but more risk as well. Im not aiming for free risk , just wanted the safer bet. Interesting thing is Maple all red still ... so was wondering whats the cause investors are selling off.

 

[Andrew833]

Yes I understand there are risk involve . Anything around 5% return is good enough for me . Of course higher better but more risk as well. Im not aiming for free risk , just wanted the safer bet. Interesting thing is Maple all red still ... so was wondering whats the cause investors are selling off.

Currently MINT, MLT, AREIT, KDC are on the sell down, could be no more top favourites. Or could be investors taking profit, price drop more, investors could sell of out of panic.
Others REITs sell down mostly due to the stress of the interest rate increasing and the inflation.

My opinion, MINT is the best REIT to own. Below is the latest earning result.
$Mapletree Ind Tr(ME8U.SI)
YTD FY21/22 vs YTD FY20/21
Gross revenue up 30+%
Net Property Income up 30+%
DPU up 11.5%
What a great performance for a REIT! Price drop nvm, long term growth good enough. This quarterly dividend got Scrip, good to add a bit more shares to our portfolio.

 

[angcheek]

Currently MINT, MLT, AREIT, KDC are on the sell down, could be no more top favourites. Or could be investors taking profit, price drop more, investors could sell of out of panic.
Others REITs sell down mostly due to the stress of the interest rate increasing and the inflation.

My opinion, MINT is the best REIT to own. Below is the latest earning result.
$Mapletree Ind Tr(ME8U.SI)
YTD FY21/22 vs YTD FY20/21
Gross revenue up 30+%
Net Property Income up 30+%
DPU up 11.5%
What a great performance for a REIT! Price drop nvm, long term growth good enough. This quarterly dividend got Scrip, good to add a bit more shares to our portfolio.

Thank you for the great advice. I have them in my wishlist ...

 

[dappermen]

Wow v long read when 大师s open golden mouth
Conclusion:
there is no safe heaven!
But not sure why is debt mgt the focus, though

 

[limster]

Wow v long read when 大师s open golden mouth
Conclusion:
there is no safe heaven!
But not sure why is debt mgt the focus, though

I got no doubt they can navigate rate hike by doing rights issue/preference shares to replace debt with equity! Whether good for investor or not, you decide

 

[dappermen]

No gd, obviously

mLt is a clear & classic case! It has a recent preferential offering which sucks




https://www.zaobao.com.sg/finance/s...zsj8eh9HVE6GwuWsKg2htujMUoAD3hTAKPncAw2CYTkxI

Ascendas?
Suntec!
Aims @ 1st i thought this is Keppac Oak!
IREIT
ESR
Prime
Manulife?? did i translate it Correctly???

 

[Dividends Warrior]

~29k for 2021? it is 10 times of mine... lol... may i know the yield % in average is?

Cost yield around 5%

 

[yumsang]

https://www.zaobao.com.sg/finance/s...zsj8eh9HVE6GwuWsKg2htujMUoAD3hTAKPncAw2CYTkxI

Ascendas?
Suntec!
Aims @ 1st i thought this is Keppac Oak!
IREIT
ESR
Prime
Manulife?? did i translate it Correctly???

I have none

 

[Andrew833]

I have none

This type of news is bullish, basically asking you (retail investors) to buy, so they (BB) can sell.

 

[Andrew833]

Cost yield around 5%

5% very good liao

 

[yoohoo]

If I sell my reits, the profit amount shown in poems profile's realized Pl issit correct? Or I should further deduct the admin fee?

 

[simon_84]

If I sell my reits, the profit amount shown in poems profile's realized Pl issit correct? Or I should further deduct the admin fee?

You need to minus off sgx misc fees and brokerage fee.

 

[yoohoo]

Thanks. Where can I see this mgt fee and brokerage fee?

 

[yumsang]

reits price went up liao ... should go buy Alphabet instead?

 

[Andrew833]

Thanks. Where can I see this mgt fee and brokerage fee?

I too long didn't sell stock, forgotten how to check
Basically, once your stock sold, you will receive notification, check that.
Few days later, you will again receive email/ notification (I forgotten this part).
Once statement ready, poems will email you, check statement. All the fee and costs are inside.

 

[yoohoo]

I too long didn't sell stock, forgotten how to check
Basically, once your stock sold, you will receive notification, check that.
Few days later, you will again receive email/ notification (I forgotten this part).
Once statement ready, poems will email you, check statement. All the fee and costs are inside.

thanks! I just use the calculator function to check. just want to make sure at least I still earn abit of peanuts instead of losing. hahaa

 

[dappermen]

Kore yes! How many holding to kore?
MLt- definitely a no! Ocbc must be…???!!??

https://www.theedgesingapore.com/capital/brokers-calls/brokers-digest-fct-mlt-kore