General S-REITs Discussion Thread

[SpeedingBullet]

u accusing me of leeching?
i where got leech
I bring so much wisdom to everyone here, and there you go calling me lecher
somemore my posts are GPGT, got credible sauce got talk one

what about those stalkers who bieo the forum, never even post anything constructive? they ish even more chao leecher mah?

Really ah?

Then I must be stewpig lor, I nv got any wiser looking at the things u write

too satki for me already

 

[wahkao3]

Really ah?

Then I must be stewpig lor, I nv got any wiser looking at the things u write

too satki for me already

u must look deeper
look on the surface no use one.

 

[wahkao3]

Hey, dont say I never share wisdom hor....

one of my greatest wisdom I shared on this forum is the importance of backtesting of your trading strategies.

With a back test, you will be able to know whether your strategy is tyco tyco heng heng earn money, or really can consistantly earn money.

I even spoonfeed everyone use what software to backtest, and what I experienced from the backtesting. those people who think of picking up a technical analysis book to read, i told them not to waste their time. instead, do their own backtesting. they will learn much more than any technical analysis books out there.

U go CSI my post u will see that its very insightful hor

 

[sandwicher]

The deeper we look inside the maze, we'll find a huge huge hugeeeee troll hiding inside sia.

Anyway this thread is getting off topic.

 

[Simple Man]

mind sharing why you think Suntec not good to hold?

In my opinion a couple of reasons to refrain from buying Suntec REIT now ($1.69)

1. It's about to hit a resistance...traders may start selling
2. Considering there is income support for it's stake in MBFC and the high gearing, 20% discount to NAV ($2.108) is in my opinion too low. I'll go for 30% discount ($1.5) which is closer to it's price support

 

[dork32]

but iocbc say price of suntec can go to 1.9

MARKET PULSE: CCT, KepCorp, Suntec, Tiger (24 Jan 2014)

 

[aceirus]

In my opinion a couple of reasons to refrain from buying Suntec REIT now ($1.69)

1. It's about to hit a resistance...traders may start selling
2. Considering there is income support for it's stake in MBFC and the high gearing, 20% discount to NAV ($2.108) is in my opinion too low. I'll go for 30% discount ($1.5) which is closer to it's price support

Yupe, the high 38% gearing looks high but to me this is quite an acceptable level for REIT. With their good track record of securing new financing, their high committed occupancy rate (office 99.6%; retail 97.3%) and yield accretive AEI (phase 2 completing, phase 3 end of 2014) makes this a good counter to Hold in my opinion. Not to mention that I like what I see whenever I visited the mall after phase 1 AEI. That's why I would like to understand other people's opinion why they say this counter is not good to HOLD. I think even at 1.7 is still not a bad discount to their nav of 2.108

But I wasn't able to find out Suntec's outstanding loans are mostly fixed rate or floating though. Anyone here can enlighten me? Thanks

 

[Simple Man]

Yupe, the high 38% gearing looks high but to me this is quite an acceptable level for REIT. With their good track record of securing new financing, their high committed occupancy rate (office 99.6%; retail 97.3%) and yield accretive AEI (phase 2 completing, phase 3 end of 2014) makes this a good counter to Hold in my opinion. Not to mention that I like what I see whenever I visited the mall after phase 1 AEI. That's why I would like to understand other people's opinion why they say this counter is not good to HOLD. I think even at 1.7 is still not a bad discount to their nav of 2.108

But I wasn't able to find out Suntec's outstanding loans are mostly fixed rate or floating though. Anyone here can enlighten me? Thanks

Mostly floating

 

[dork32]

Mostly floating

suntec just raise 110 million notes fixed at 3.35% till 2020.

not mistaken long ago they also raised some fixed interest notes.

 

[tcsstcss]

Saw a new milky white building along Defu, opp Hougang Ave. AIM ?

 

[Dividends Warrior]

Saw a new milky white building along Defu, opp Hougang Ave. AIM ?

Does it look like this?

 

[tcsstcss]

Yes ... but the image nicer than original ... haha ...

 

[lanzhu60]

hi all, any views on ascendas HT at current px of 0.695? thks

 

[dr3amgawd]

1Q2014 DPU increased 1.4% year-on-year from 1.234 cents to 1.251 cents

src: Investor Relations: News

 

[wilhal18]

this 1 week, i saw that the reits and all stocks WENT UP. i bought sabana when it was 1.015 a week ago, now its 1.085. i am pretty happy. BUT why is it??

does this mean reits is bouncing back?

i truly regret, if i knew it would be like this, i would have bought more that time. only got 2 lots. darn it.

 

[teerance85]

this 1 week, i saw that the reits and all stocks WENT UP. i bought sabana when it was 1.015 a week ago, now its 1.085. i am pretty happy. BUT why is it??

does this mean reits is bouncing back?

i truly regret, if i knew it would be like this, i would have bought more that time. only got 2 lots. darn it.

Heres your chance tomorrow. Sabana just reported a 22% decrease on distribution y-o-y. Price probably gonna be battered badly when market opens tomorrow.

 

[Dividends Warrior]

this 1 week, i saw that the reits and all stocks WENT UP. i bought sabana when it was 1.015 a week ago, now its 1.085. i am pretty happy. BUT why is it??

does this mean reits is bouncing back?

i truly regret, if i knew it would be like this, i would have bought more that time. only got 2 lots. darn it.

Are you trolling?!?!?!?

 

[Dividends Warrior]

Heres your chance tomorrow. Sabana just reported a 22% decrease on distribution y-o-y. Price probably gonna be battered badly when market opens tomorrow.

The result is bad indeed. And it is gonna get worse because there are more Master leases expiring this year!!!

 

[doody_]

5% drop for Sabana. It has lost its appeal long ago..

 

[tcsstcss]

this 1 week, i saw that the reits and all stocks WENT UP. i bought sabana when it was 1.015 a week ago, now its 1.085. i am pretty happy. BUT why is it??

does this mean reits is bouncing back?

i truly regret, if i knew it would be like this, i would have bought more that time. only got 2 lots. darn it.

You have chance to get it again .. haha.
My buy price was at 1.19 ...