*Official* MasterLeong Thread

[Genosis]

din know vodafone and starhub got biz relations...

Starhub also got work with China Mobile and SPH......

 

[MasterLeong]

Starhub also got work with China Mobile and SPH......

waiting for u to board M1 and SH again

SSI warriors need you to boost their confidence hehehe

 

[yihao93]

uncle very serious one.

Since when u so old wolololol

 

[Genosis]

"The MAS stress test assessed the resilience of Reits in a situation where their earnings before interest, tax, depreciation and amortisation fell 35 per cent while interest rates rose three percentage points.

The result showed that office, industrial and retail Reits would still be able to generate earnings that were at least enough to cover their interest expense.

Still, Reits may have to trim their dividend payouts, given the economic headwinds and surge of new supply until 2018."

this is a very good point

WEAK REITS will see LOWER DPU ahead

GOOD QUALITY REITS may be able to maintain DPU or see less reduction to DPU


for now, i will only purchase the HIGHEST quality reits

CCT/CMT/SUN/FCT/MCT all high quality reits that have a track record of maintain DPU during downturns in 2008 2012

In terms of track record of surviving downturns, Suntec and FCT definitely take my vote for sure......not a single rights issue even during the GFC!!!

 

[Genosis]

waiting for u to board M1 and SH again

SSI warriors need you to boost their confidence hehehe

有缘再见......

 

[Genosis]

The result showed that office, industrial and retail Reits would still be able to generate earnings that were at least enough to cover their interest expense.

Healthcare Reit cannot ar, why they not included?

Monday can sell parkwaylife reit/first reit to me liao ma?

Note: Not I say they cannot, it is MAS never talk about healthcare REIT.

MAS jin smart.....they know it is pointless to waste time stress-testing PLife because of 100% occupancy at Mount Elizabeth, Gleneagles Hospital and Parkway East Hospital with a master lease with IHH. Furthermore, this master lease is 15+15 years since 2007 with a triple net-lease and favourable CPI+1% lease structure.

And as one kind bro currently working in Japan mentioned yesterday, nursing homes in Japan are super packed to the brim.

Lastly and most importantly, the all-in cost of debt is just 1.4%, the lowest among all S-REITs!

 

[yihao93]

waiting for u to board M1 and SH again

SSI warriors need you to boost their confidence hehehe

Money for Telco can be better spent on other buys
More value ! In the next 2-3 years

 

[yihao93]

MAS jin smart.....they know it is pointless to waste time stress-testing PLife because of 100% occupancy at Mount Elizabeth, Gleneagles Hospital and Parkway East Hospital with a master lease with IHH. Furthermore, this master lease is 15+15 years since 2007 with a triple net-lease and favourable CPI+1% lease structure.

And as one kind bro currently working in Japan mentioned yesterday, nursing homes in Japan are super packed to the brim.

Lastly and most importantly, the all-in cost of debt is just 1.4%, the lowest among all S-REITs!

Win Liao Loh
Liddat say Monday consperm shoot up

 

[Genosis]

Win Liao Loh
Liddat say Monday consperm shoot up

Some hotshot from MAS on the phone, "Good morning Sir, we need to do an extreme stress test on PLife REIT in the event of a drastic drop in earnings and sharp rise in interest rates."

CEO of PLife, "Seriously? Unless Godzilla suddenly appeared in Japan and starts to spew radioactive beams, PLife is solid as a rock."

MAS hotshot, "I am still not convinced....."

CEO of PLife, "Go read Genosis' analysis at SSI forum now"

few minutes later.....

MAS hotshot, ".......wow...."

 

[akwl88]

Some hotshot from MAS on the phone, "Good morning Sir, we need to do an extreme stress test on PLife REIT in the event of a drastic drop in earnings and sharp rise in interest rates."

CEO of PLife, "Seriously? Unless Godzilla suddenly appeared in Japan and starts to spew radioactive beams, PLife is solid as a rock."

MAS hotshot, "I am still not convinced....."

CEO of PLife, "Go read Genosis' analysis at SSI forum now"

few minutes later.....

MAS hotshot, ".......wow...."

Power of DK!

 

[Shion]

ch8 now 前线追中... featuring alot of jurong malls... big box, CMT malls, jurong point... asking sinkies dun go jb

Sent from 穷小子 using GAGT

Pricing wise...

 

[Genosis]

Power of DK!

Another piece of good news......NO refinancing needs at all for PLife in 2017

 

[Maeda_Toshiie]

Thank You Master Leong and other users who have contributed to this thread. I have learnt a lot by reading this thread. Sadly I am too young to invest , I am only 16 and going to turn 17.

I will definitely save up $120 or more per month (except school holiday) so I can invest when I am able to sign up for a brokerage account!

I suggest that you focus on your studies first. Get a good job that you like and hopefully good income too. Save diligently and spend some of your spare time to learn more about financial matters.

Investing requires capital. 20% p.a. returns on $1000 isn't going to go very far. 20% p.a. returns on $10,000 is substantial. 20% p.a. returns on $100,000 and you are on your way towards financial freedom.

 

[MasterLeong]

my view is that the bottom is likely over already

hard to see telcos and reits crash further

my money is where my mouth is, very vested in reits telco banks already lol

 

[Layers]

hsr proj wil boost jurong malls. jb woodlands mrt will boost causeway point.... expert say one...

Sent from 穷小子 using GAGT

huh. If can go jb. Why ppl will shop there still?

Sent from Sony E6853 using GAGT

 

[Maeda_Toshiie]

Noob question: how do people predict the impact of a particular event on stock prices? For example, was it possible for ppl to tell that this OPEC deal would have 1) affected o&g counter prices and 2) to this extent? What else much be factored in? For e.g. i can tell that the long term rally is dependent on compliance with the deal so if the nations start playing punk prices will continue falling. What about the impact of non-opec oil producing countries?

Art or science, essentially? Thanks in advance.

Investment firms do modelling and simulate scenarios to predict likely outcomes. Retail investors can try and estimate the impact if they know how to read financial statements.

It's both an art (picking the most likely scenarios) and science (understanding the finance).

 

[[M]aiev]

Some hotshot from MAS on the phone, "Good morning Sir, we need to do an extreme stress test on PLife REIT in the event of a drastic drop in earnings and sharp rise in interest rates."

CEO of PLife, "Seriously? Unless Godzilla suddenly appeared in Japan and starts to spew radioactive beams, PLife is solid as a rock."

MAS hotshot, "I am still not convinced....."

CEO of PLife, "Go read Genosis' analysis at SSI forum now"

few minutes later.....

MAS hotshot, ".......wow...."

 

[Genosis]

huh. If can go jb. Why ppl will shop there still?

Sent from Sony E6853 using GAGT

We are all assuming the high-speed rail is going to operate smoothly..... maybe will break down a few times per month

MRT break down in Singapore still manageable, can take bus or taxis.....but if breakdown in certain ulu parts of Malaysia.....GG

 

[Maeda_Toshiie]

I was inspired by you and the posts you have made in the general chit chat. That's why I started to save up more than 60% of my monthly allowance so as to invest.

When I was a student, I personally scrimp my own allowances to save. It's a habit I have to make myself

Now poly year 1, monthly allownace $200, for the month of november, I have saved $150. Only jiak school's chicken rice $2.30 LOL no sweet drink after reading the sugary thread hahaha.

I generally stay away from sodas because of their sugar content. That said, enjoy it once a while.

I actually wanted to wait till I am 30 when I have enough money like $100k or when it is in recession then I enter. But well I definitely gain a lot of knowledge by reading your thread and I am certain that when I reach 18, I will have some good knowledge to grow my money!

No, don't wait till you have $100k to start. $5000-$10000 is a good starting point. In addition, have a inflow of fresh funds from your job or side activities. From whatever you earn from investing, at least reinvest part of it for compounding.

 

[Maeda_Toshiie]

"The MAS stress test assessed the resilience of Reits in a situation where their earnings before interest, tax, depreciation and amortisation fell 35 per cent while interest rates rose three percentage points.

The result showed that office, industrial and retail Reits would still be able to generate earnings that were at least enough to cover their interest expense.

Still, Reits may have to trim their dividend payouts, given the economic headwinds and surge of new supply until 2018."

this is a very good point

WEAK REITS will see LOWER DPU ahead

GOOD QUALITY REITS may be able to maintain DPU or see less reduction to DPU


for now, i will only purchase the HIGHEST quality reits

CCT/CMT/SUN/FCT/MCT all high quality reits that have a track record of maintain DPU during downturns in 2008 2012

It's actually strange for me to see such confidence in commercial REITs. Conventional thinking is that logistics REITs are more resilient than commercial REITs.