General S-REITs Discussion Thread

[wahkao3]

thanks for the sharing!

any other REITS that is undervalued for now? I trying to find good EP into REITS that is worthwhile now..
looking to hold for mid term =)

thinking of REIT? here is my take:
================================
2015 Jan-Some SGX property stocks present good value now

There are some good cheap SGX property stocks right now and they are good value. This is because of the cooling measure, prices came down and you have a golden opportunity to pick them up on the cheap


but REITs are not good value. They are fairly priced. in investment, we dont buy assets at fair price, we buy assets are undervalue. So REITs dont present good value

as usual, i can be wrong, so do your own homework! Dont follow my tips blindly

Source:http://forums.hardwarezone.com.sg/s...sent-good-value-now-4948596.html#post91555931

 

[Tornesoul]

As part of my 2015 aim, I am looking to acquire more non-REIT equities. The only REIT which I am considering would be FCOT, but bear in mind I have existing holdings on it and the purchase is viewed as averaging up.

Caveat emptor.

I'm also looking to acquire more non-reit stocks. Been pretty heavy on em for the past few years. Still holding and not divesting for divs though

But the pull of reits is still pretty strong, gotta remind myself to stick to the strategy.

Dec 2013 and Early 2014 was pretty low for mgcct, cant rmb how i convinced myself to average down. That was when i wasent really paying attn to the stock mkts

 

[Bedokian]

I'm also looking to acquire more non-reit stocks. Been pretty heavy on em for the past few years. Still holding and not divesting for divs though

But the pull of reits is still pretty strong, gotta remind myself to stick to the strategy.

Dec 2013 and Early 2014 was pretty low for mgcct, cant rmb how i convinced myself to average down. That was when i wasent really paying attn to the stock mkts

I am adopting the same style as yours, i.e. holding onto the REITs for dividends. The only way would be to inject more capital to increase the non-REIT equity side. Yes, the allure of high yield is there, but need to know the benefits of diversification of the sub-asset classes is stronger.

My monthly purchase of the STI ETF would be contributing to the rebalancing, but I also went into individual counters as well, such as OCBC and HL Finance recently. I also added onto my present holdings in K1 and Neratel.

Too many things to look into as well, learning and "poking my nose" in at the same time. Just the past quarter I was looking at oil, gold, emerging markets, local financial counters and Europe.

 

[Perisher]

Much as I wanna accumulate STI ETF, I didn't.

Reasons being,
1.I only buy when it drops as I do most stocks.
2.I'm already picking out the best of the STI ETF bar the Jardines.
3.My portfolio is already quite concentrated on SGX, therefore I'm building up my overseas portfolio before I add on more local counters.
4.I'm looking at buying A35, which I have a hard time accumulating seeing the price really doesn't move much.

bonus, I'm just not that disciplined enough to buy when I see STI goes high.

 

[Tornesoul]

I am adopting the same style as yours, i.e. holding onto the REITs for dividends. The only way would be to inject more capital to increase the non-REIT equity side. Yes, the allure of high yield is there, but need to know the benefits of diversification of the sub-asset classes is stronger.

yup capital injection to rebalance

Much as I wanna accumulate STI ETF, I didn't.

Reasons being,
1.I only buy when it drops as I do most stocks.
2.I'm already picking out the best of the STI ETF bar the Jardines.
3.My portfolio is already quite concentrated on SGX, therefore I'm building up my overseas portfolio before I add on more local counters.
4.I'm looking at buying A35, which I have a hard time accumulating seeing the price really doesn't move much.

bonus, I'm just not that disciplined enough to buy when I see STI goes high.

I like your reason 1, similarly i like to buy in reds rather than green, but only if i know what im buying that counter is for.
4, i've been looking but having a hard time justifying its purchase now given speculation of increase in i/r in 2h15, which technically should drop bond prices. correct me if i'm wrong.

 

[Bedokian]

Much as I wanna accumulate STI ETF, I didn't.

Reasons being,
1.I only buy when it drops as I do most stocks.
2.I'm already picking out the best of the STI ETF bar the Jardines.
3.My portfolio is already quite concentrated on SGX, therefore I'm building up my overseas portfolio before I add on more local counters.
4.I'm looking at buying A35, which I have a hard time accumulating seeing the price really doesn't move much.

bonus, I'm just not that disciplined enough to buy when I see STI goes high.

Reasonable reasons, I see. For me getting the STI ETF is to expose myself to the local market on a broad front, even though I have considered going into its component counters individually. I practice index and dividend investing, and passive income style.

 

[flyfox]

Much as I wanna accumulate STI ETF, I didn't.

Reasons being,
1.I only buy when it drops as I do most stocks.
2.I'm already picking out the best of the STI ETF bar the Jardines.
3.My portfolio is already quite concentrated on SGX, therefore I'm building up my overseas portfolio before I add on more local counters.
4.I'm looking at buying A35, which I have a hard time accumulating seeing the price really doesn't move much.

bonus, I'm just not that disciplined enough to buy when I see STI goes high.

Makes sense. I also not disciplined enough to buy when STI goes up. So what I do is that I leave it to POSB Invest Saver to do the job.
from my portfolio I have 2 lots of STI ETF (SPDR+Nikko). Thats the only 2k shares i hold and never bought by myself since then

 

[flyfox]

I'm also looking to acquire more non-reit stocks. Been pretty heavy on em for the past few years. Still holding and not divesting for divs though

But the pull of reits is still pretty strong, gotta remind myself to stick to the strategy.

Dec 2013 and Early 2014 was pretty low for mgcct, cant rmb how i convinced myself to average down. That was when i wasent really paying attn to the stock mkts

I think ST Eng price looks good. You can go take a look. Dividend about 4+% if I am nt wrong.
I ll probably do a small writeup on this once my FYP thesis is over!

 

[flyfox]

Lippo reit currently stuck in limbo. Parkway life reit flying up

Parkway reit nt flying high enough.
I did a short writeup on this
dividends shld be stable but anyway their p/b abit high though...
I am happy if they can maintain the dividends. not expecting so much upside, unless they can acquire properties that can appreciate fast.
The dividend yield is the lowest among all S Reits but it's also v defensive..so still ok lah

 

[path_of_rainbow]

Anyone can share how to buy/sell STI ETF ?
Can do it with the normal trading account for stocks ?
Thanks.

 

[Bedokian]

Anyone can share how to buy/sell STI ETF ?
Can do it with the normal trading account for stocks ?
Thanks.

It is just like stocks. ETFs are like unit trusts, but tradable as a share counter.

As what Shiny Things said and I agree, it is one of the best financial inventions.

 

[flyfox]

Anyone can share how to buy/sell STI ETF ?
Can do it with the normal trading account for stocks ?
Thanks.

2 methods:

1st method. Buy yourself in the stock market: poems, DBS Vickers & yes you can. It has a stock code.

2nd method:
Read this http://blog.moneysmart.sg/invest/posb-invest-saver-ocbc-blue-chip-investment-plan-poems-share-builders-plan-which-regular-savings-plan-to-use/

I wish i can write more, but I got exams..
If u still dont understand, can always write me a pm i ll reply u as soon as i m available.

 

[Perisher]

Anyone can share how to buy/sell STI ETF ?
Can do it with the normal trading account for stocks ?
Thanks.

Go to scb or any other brokerage, open a trading account.
Counter code for STI ETF is either ES3(lower expense ratio)or G3B.
For bonds, A35.
For other stocks code refer to
http://eoddata.com/stocklist/SGX/3.htm

 

[friedpiggy]

Much as I wanna accumulate STI ETF, I didn't.

Reasons being,
1.I only buy when it drops as I do most stocks.
2.I'm already picking out the best of the STI ETF bar the Jardines.
3.My portfolio is already quite concentrated on SGX, therefore I'm building up my overseas portfolio before I add on more local counters.
4.I'm looking at buying A35, which I have a hard time accumulating seeing the price really doesn't move much.

bonus, I'm just not that disciplined enough to buy when I see STI goes high.

Yeah, A35 does not seem to have enough volatility and probably dont suit the PP rebalancing approach.

 

[winguy]

Qn. Which "branded" dividend stocks have quarterly or semi-annual (about 6 months apart)? Not many right?

My personal view is this is 1 benefit of reit. Would you prefer to receive a year's worth of "salary" clustered around once a year or have 4 payments every quarter?

 

[Perisher]

The 3 banks, Singtel, M1, ARA, ComfortDelgro and a lot of others are semi-annual,
Singpost, Starhub are quarterly,
ST engineering, Boustead are 3 times a year.

If they maintain and increase the dividend is more of a consideration for me than the frequency though I can see why it would be a concern.

That's also why I prefer US counters, most are quarterly, some are even monthly.
O, MAIN are 2 of my monthly stars performer, compounding fast.

Note: www.dividends.sg is really useful for this kind of research, simplify UI and fast result, better than SGX here.

 

[John.D Rockefeller]

The 3 banks, Singtel, M1, ARA, ComfortDelgro and a lot of others are semi-annual,
Singpost, Starhub are quarterly,
ST engineering, Boustead are 3 times a year.

If they maintain and increase the dividend is more of a consideration for me than the frequency though I can see why it would be a concern.

That's also why I prefer US counters, most are quarterly, some are even monthly.
O, MAIN are 2 of my monthly stars performer, compounding fast.

Note: www.dividends.sg is really useful for this kind of research, simplify UI and fast result, better than SGX here.

Guessing once M1 pays theirs this month we would only see another?

 

[goldsilvercity]

Note: www.dividends.sg is really useful for this kind of research, simplify UI and fast result, better than SGX here.

wow. this link is really good.
useful to look at past record...

thanks for sharing

 

[Perisher]

Guessing once M1 pays theirs this month we would only see another?

No need to guess, every year it's about April and July/August when they pay out dividends. Don't think they would change for no reasons.
Check out the www.dividends.sg

 

[winguy]

moving forward which will have higher total return?
reits or sti?