*Official* MasterLeong Thread

[MasterLeong]

Top on the priority to-do list...... followed by going to the gym and eating vegetables

U updated your blog with portfolio liao ma

 

[MasterLeong]

Because I treat the index as a gauge of the general risk in Sgx.

But I get what you mean.

If looking at current earnings and dividends
Sti still cheap
3000 fair price
3300 a bit expensive
3600 bull and cannot touch
2900 to 3300 still can dca

 

[MasterLeong]

did he just parrot the KFC bucket we keep mentioning here

Yup he only knows how to copy our picks
He dunno how to analyze companies one

He from investor become gambler liao

 

[MasterLeong]

Any views on hospitality REITs such as OUE HT?

Never really look at this area at all sorry

I primary only cover industrial retail commercial assets as the core for reits... other areas i no follow

Generally i do not like hotel assets as the income depends heavily on daily occupancy rate, thus dpu can be cyclical

During bad times when hotels turn empty, dpu can easily fall 20% or greater as we have seen in recent years

 

[Genosis]

Any views on hospitality REITs such as OUE HT?

I like the stability of the long master leases.....

But Singapore might not re-new F1......dunno how much is the impact

A little vulnerable to the issue of haze maybe?

 

[Genosis]

U updated your blog with portfolio liao ma

Not yet.....too much things to write

 

[akwl88]

Not yet.....too much things to write

camping since last month

 

[madtari]

Now is already 0.5%. The projected rate is 0.875% by end of this year and 1.875% next year.
https://ig.ft.com/sites/when-rates-rise/#what-is-happening

Likely hike 0.25% to 0.5% level still very low rates
Next 2017 may go to 1% to 1.5%

 

[yihao93]

paiseh ah, if 2018 still bull year horh, then if you are a newbie, will you do DCA or go straight directly?

cause the cost will increase if it is bull year, one will be earning a loss right?

EDIT: not sure cost will increase but the amount of shares that can be bought will be lower. But will cost go up by a lot or by a little

Can tell me tmr what number 4d or toto come out first ?? Since we predicting the future right

 

[MasterLeong]

Now is already 0.5%. The projected rate is 0.875% by end of this year and 1.875% next year.
https://ig.ft.com/sites/when-rates-rise/#what-is-happening

yeah paisei I never say clearly

cause usually they hike is in 0.25% levels

previously was zero (0 to 0.25%)

then up 0.25% once so far right?

 

[MasterLeong]

Not yet.....too much things to write

on leave liao so can slowly write epic post

 

[MasterLeong]

MCT 1.44 , boat GONE

 

[mazatsushi]

Yup he only knows how to copy our picks
He dunno how to analyze companies one

He from investor become gambler liao

Gonna be eaten alive by the bulge brackets until left only bones

 

[akwl88]

Pacific Radiance executive director being investigated for corruption

SINGAPORE: An executive director of Pacific Radiance, a Singapore-based provider of offshore vessels for the oil and gas, subsea and related industries, was arrested on Dec 2 on suspicion of violating the Prevention of Corruption Act.

Mr Mok Weng Vai, has not been charged in court and was released on police bail on the day of his arrest, according to the company's group finance director Loo Choo Leong on Tuesday (Dec 6) in a Singapore Exchange (SGX) filing

"The board is however unable to provide further details at this time as the board understands that the CPIB’s investigation is ongoing," Mr Loo said.

According to Pacific Radiance's website, Mok was appointed as the group's executive director in July 2006, and co-founded the Group through the incorporation of Strato Maritime Services in 2002. He heads the Offshore Support Services Division, which represents the company's core business segment.

Mr Loo said Pacific Radiance's board of directors will make further announcements to keep shareholders informed of developments related to the investigations.

http://www.channelnewsasia.com/news...-director-being-investigated-for/3345062.html

 

[DamienK]

Any views on hospitality REITs such as OUE HT?

IMO there is too much supply than demand to the hospitality market here in Singapore especially when there is 9 more hotel opening next year. Used to work in the hospitality industry until last year. Have notice that this few years tourism number isn't really that fantastic. An example will be the F1 period, hotel occupancy used to be full when it first started and hotel can afford to hike up their room rate double or more. Nowadays most hotel cannot even hit 80% occupancy during this so call peak period. That is my opinion though, still a noob beginner here

 

[MasterLeong]

http://ir.ascendas-reit.com/slides.html

reading up on A reit now

I am quite positive on biz parks, as more tech companies coming in

however I am bearish on warehouse and industrial assets

 

[Layers]

At the current pace it is rising, DBS might overtake AIMS as my top holding soon.....

But tiagong when banks chiong, it usually signals the late stage of bull run liao....

but only bull 1 2 weeks nia?

Sent from Sony E6853 using GAGT

 

[MasterLeong]

IMO there is too much supply than demand to the hospitality market here in Singapore especially when there is 9 more hotel opening next year. Used to work in the hospitality industry until last year. Have notice that this few years tourism number isn't really that fantastic. An example will be the F1 period, hotel occupancy used to be full when it first started and hotel can afford to hike up their room rate double or more. Nowadays most hotel cannot even hit 80% occupancy during this so call peak period. That is my opinion though, still a noob beginner here

yup

hotel assets now are in down cycle

tourism quite bad for now

but in longer run think SG garmen will pump $$ to grow tourism in SG

 

[yihao93]

Don't Liddat lei it has been in my watchlist damn Long Liao me waiting rate hike

For areit

 

[chuanz]

why u sad? boat go we all so happy

u never follow me to hoot reits and telcos ah........... gg

Not pointing to anyone in particular, but unfortunately ppl that always want to wait for lower price will forever be waiting lor.

You can bet on ppl saying "aiya boat left without me" but when jio to board they always try to undercut...