*Official* MasterLeong Thread

[Timmus]

Knowing ppl make losses by blinding following makes me sleep well at night

SHOCK !, but no comment..

 

[madtari]

I think you are missing the keyword "Index" totally... SingTel does not represent the Index, it is only 1 of the 30 STI constituent stocks.

SingTel


10char

 

[yihao93]

https://www.sgxcafe.com/user/profile?username=dividendknight

saw that u have Areit at 4.71% of portfolio, looks like a solid blue chip reit

at what level will you considering buying more?????

2.18 next support
Worth it to whack there
Moi tp

 

[Mancunian2]

https://www.sgxcafe.com/user/profile?username=dividendwarrior

today I sold SCI, he also follow me sell... zzzzzzzzz

I sold KC last friday he also follow me

professional copy cat sia

only his positions that follow me make $$$

his own positions that fifo blindly lose $$$$$$$$

gg max

why is he following you?

iirc, he always like to suan you one

 

[Genosis]

https://www.sgxcafe.com/user/profile?username=dividendknight

saw that u have Areit at 4.71% of portfolio, looks like a solid blue chip reit

at what level will you considering buying more?????

Oredi added more during the recent dips.....

TP 2.30 or below...

 

[Genosis]

why is he following you?

iirc, he always like to suan you one

I also find it abit weird......

 

[Tooi Kono Machi De]

Oredi added more during the recent dips.....

TP 2.30 or below...

Ascendas is considered Industrial? Or Logistics?

Ady have MLT and FLT worried about overexposure.

 

[MasterLeong]

https://www.dbs.com.sg/treasures/aics/templatedata/article/equity/data/en/DBSV/012014/AREIT_SP.xml

 

[MasterLeong]

why is he following you?

iirc, he always like to suan you one

dividend warrior and me are like sworn enemies

he trying very hard to copy my trades and undercut my prices

 

[MasterLeong]

Oredi added more during the recent dips.....

TP 2.30 or below...

ok thanks, i will keep a look out for AREIT

maybe 2.30 or 2.20 will hoot

 

[MasterLeong]

Ascendas is considered Industrial? Or Logistics?

Ady have MLT and FLT worried about overexposure.

AREIT is considered industrial reit

but their portfolio looks very diversified

got high % in business and science parks, which I like a lot... since tech is growing

also high % in logistical assets

balances out with manufacturing assets which I am negative out

overall neutral, but I like their track record

 

[MasterLeong]

Flattish reversions mainly from weakness in the Hi-Tech and
warehousing space. Rental reversionary trends turned flattish
in the quarter at 0.9% mainly brought down by 1.1% and
4.8% negative rental reversions in the Hi-Tech and Logistics
space respectively which were mainly due to the weak
operating climate from the current oversupply situation in
Singapore. Looking ahead, close to 12% of its income from
Singapore will be up for renewal in 2HFY17 while most of its
leases in Australia have been renewed.
In Singapore, given the narrowing spread between passing and
market rent levels, we expect rental reversionary trends to
remain flattish or possibly turn negative going forward. In
Australia, given the well-spread lease expiry profile and active
engagement of tenants ahead of expiries, we do not anticipate
too much volatility in the rentals


as u can see from dbs report summary, industrial rents are going downwards

 

[MasterLeong]

TwoFingers as a reminder, u are not welcomed in my thread, thanks

 

[madtari]

This is in my shopping list as well.

but then... for it to reach 1 PB, the price needs to drop till it is $2.05 leh.

AREIT is really good, may add it as my 6th reit if it comes to 1 times book value for 7.5% yield

http://www.sharesinv.com/A17U/

 

[MasterLeong]

Take sgxcafe with a pinch of salt.

How you know those are real transactions? He could be trying to push your buttons.

yup a lot of fake data on sgx cafe

DW always key fake trades

always when stocks spike up

he key to buy in at day lows

we spotted it over 5 times already

 

[Genosis]

Give you one insight from Japan.

Tourism numbers are expected to breach 20 million visitors in 2016.
Just in September alone it was a year-on-year increase of +19%.

It also just happens that Abe is targeting 40 million visitors annually by 2020 to coincide with the Olympics, and even today occupancy rates along the tourist Golden Route (Tokyo -> Kyoto -> Osaka) is constantly above 85%.

Hotels are just not able to keep up with demand, even with upcoming deregulation to allow for more densely packed hotels, and also allow AirBnB to operate legally in Japan.

At least for the next 3 years, hospitality REITs focusing on the Golden Route are expected to have very strong earnings growth.

Ya.....tourism, healthcare and robotics got lots of room to grow in Japan

Tokyo Olympics FTW!!!

 

[Genosis]

on leave liao so can slowly write epic post

Decided to keep it simple......dun wanna exceed 500 word count

Readers usually dun have patience

 

[akwl88]

ascendas - below 2.3

fct - 1.9

mct - 1.4

plife - 2.35

kym?

 

[Tooi Kono Machi De]

Ya.....tourism, healthcare and robotics got lots of room to grow in Japan

Tokyo Olympics FTW!!!

I wait for CRT and I-Reit until neck long. Bo move de @_@

 

[akwl88]

Decided to keep it simple......dun wanna exceed 500 word count

Readers usually dun have patience

pls dont too short

moi like detailed analysis

kekeke