General S-REITs Discussion Thread

direbmem

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Wow really. Never heard of Gabriel yap till now. How did y'all know Abt him? His yt channel is not popular.
 

elvintay07

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Wow really. Never heard of Gabriel yap till now. How did y'all know Abt him? His yt channel is not popular.
One of my investor friend knows him for more than 10 years. I don’t care about those YouTube clowns la. 😆! To me those guys are talkshow host. Buffett also not on YouTube
 

homer123

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One of my investor friend knows him for more than 10 years. I don’t care about those YouTube clowns la. 😆! To me those guys are talkshow host. Buffett also not on YouTube
Actually Gabriel yap is very knowledgeable in looking at all the numbers in the financial reports when he presented in his youtube. As for other youtube clowns, they are merely TCSS and put some troll titles to click bait you.
 

TehSi99

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Gabriel Yap is top 10 shareholder of FCT. He is like the Warren Buffett of Singapore reits. Relax la.

My reits portfolio is rather diverse. I got these reits and equally weighted.

(1) Ascendas Reit
(2) CICT
(3) FCT
(4) Mapletree Ind Trust
(5) Mapletree logistic Trust
(6) Keppel DC
(7) Keppel Reit
(8) Parkway Life Reits
(9) SPH Reit
(10) Ascott Hospitality Reit

If these reits die, I quite sure Singapore game over . Lol! ​


No FLCT?
 

limster

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Actually Gabriel yap is very knowledgeable in looking at all the numbers in the financial reports when he presented in his youtube. As for other youtube clowns, they are merely TCSS and put some troll titles to click bait you.

I went to Gabriel Yap's youtube page and it is an interesting change from all the rubbish clickbait titles of most of the new youtubers.

When you want to learn how to make money, I always believe its better to learn from someone who actually made money by investing, rather than someone who is depending on you clicking his youtube clickbait videos to make money :s13:
 

soneat

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it depends on your investing style. if you do fundamental analysis, you can use FA tools to help you assign a fair value to any counter, whether REIT or stock, and buy when there is a margin of safety.

I try not to buy overvalued REITs, like when all those REITs were going way above their NAV. Similarly I wouldn't want to buy Comfort Delgro when its overvalued, so i only started to get interested after I dropped below $1.2 😅. If Frasers CT drop below $2, I'm also a buyer!

One of the things that I did while REITs were beaten down so badly is to stay calm, continue buying (primarily FLCT, KPO and Prime) and don't visit this forum. =p

I think I can sit back and relax soon as my overall portfolio (excluding the dividend payouts) has recovered pretty well these few days. =)
 

soneat

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Fraser is controlled by the Thai Beverage founder. It is only as strong as that family's fortune. During the GFC, the previous FCT had trouble rolling over its loans, but I guess most people have forgotten about this.
GFC was 2008/2009 and FCT was still under F&N.
Thai Bev bought over F&N in 2012
 

TehSi99

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One of the things that I did while REITs were beaten down so badly is to stay calm, continue buying (primarily FLCT, KPO and Prime) and don't visit this forum. =p

I think I can sit back and relax soon as my overall portfolio (excluding the dividend payouts) has recovered pretty well these few days. =)

To continue buying KPO needs iron in a person.
 
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