*Official* MasterLeong Thread

[MasterLeong]

Even McDonalds can dahan? Biz shld b gd wat. Or they think too much outlet in the area?

Seem like McDonalds is restructuring? tampines mall mc cafe also close down. Biz v gd de leh

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Yes sg macdonalds is restructing
Tiagong changing biz model for macdonalds in asia
Hope mac franchise will soon be available to sg investors

 

[Weaboo]

mcdonalds sg & my taken over by saudi group... will follow the fate of al futtaim jl

 

[MasterLeong]

Hope they cut out sg macdonalds and ipo
Then we can hoot gao gao hahahaha

 

[Layers]

mcdonalds sg & my taken over by saudi group... will follow the fate of al futtaim jl

Watz tat?

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[Weaboo]

Watz tat?

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http://www.straitstimes.com/singapore/john-little-to-close-last-singapore-store-in-dec

 

[luxcan]

For KIT, unless you were an old CitySpring or KIT unit holder before the merger, it makes more sense to skip this business trust.

haha.. you are right, I am the old CitySpring unit holder since 2014 The basslink is still a headache at this moment especially the Tasmania government but I believe it should be resolve soon (http://www.abc.net.au/news/2016-12-...smanian-energy-minister-irresponsible/8096946).

I actually set a calendar to remind me to sell off the counter at 2022, 3 years before its remaining assets contracts ran out.

 

[madtari]

Bro, me too... but I am a longer holder than you. Been holding since IPO and participated in all rights issues. LOL.
This is a stark reminder to myself not to fall in love with any stock. I am holding it all the way and participated in all rights bcos I don't want any dilution of of holdings, and mainly bcos Temasek is backing it so I am confident it will be ok to hold. Altho the counter is currently at 20% loss, but the dividend collected so far is almost 45% of my total cost, bringing my PL+Div to 23% profit.
Tks for the reminder... I think I will undercut you and sell off way before 2022. unless their price & DPU really picks up after the Basslink saga is over. Hope they won't be fine too much and all will be covered by insurance.

haha.. you are right, I am the old CitySpring unit holder since 2014 The basslink is still a headache at this moment especially the Tasmania government but I believe it should be resolve soon (http://www.abc.net.au/news/2016-12-...smanian-energy-minister-irresponsible/8096946).

I actually set a calendar to remind me to sell off the counter at 2022, 3 years before its remaining assets contracts ran out.

 

[akwl88]

Holding FCT and CMT

Left MCT to complete the 3 pcs super combo meal

Mr Market pls let me have it at 1.4 next week

Xie xie

 

[Layers]

Holding FCT and CMT

Left MCT to complete the 3 pcs super combo meal

Mr Market pls let me have it at 1.4 next week

Xie xie

Wat if no reaction ah

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[akwl88]

Wat if no reaction ah

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Wait at port lor

Or board other boats

 

[lewissac]

Haha. my first (very small) earning from InvestSaver. Cash out my 2 mth DCA from InvestSaver in order to consolidate it to Maybank KimEng. Realised I earned $2.40+ as capital gain. LOL!

 

[MasterLeong]

Bro, me too... but I am a longer holder than you. Been holding since IPO and participated in all rights issues. LOL.
This is a stark reminder to myself not to fall in love with any stock. I am holding it all the way and participated in all rights bcos I don't want any dilution of of holdings, and mainly bcos Temasek is backing it so I am confident it will be ok to hold. Altho the counter is currently at 20% loss, but the dividend collected so far is almost 45% of my total cost, bringing my PL+Div to 23% profit.
Tks for the reminder... I think I will undercut you and sell off way before 2022. unless their price & DPU really picks up after the Basslink saga is over. Hope they won't be fine too much and all will be covered by insurance.

Now can sell already loh

 

[MasterLeong]

haha.. you are right, I am the old CitySpring unit holder since 2014 The basslink is still a headache at this moment especially the Tasmania government but I believe it should be resolve soon (http://www.abc.net.au/news/2016-12-...smanian-energy-minister-irresponsible/8096946).

I actually set a calendar to remind me to sell off the counter at 2022, 3 years before its remaining assets contracts ran out.

KIT maybe a value trap so get out asap instead of waiting

 

[MasterLeong]

Holding FCT and CMT

Left MCT to complete the 3 pcs super combo meal

Mr Market pls let me have it at 1.4 next week

Xie xie

If u want mct follow me at 1.42 lor
Same level as their rights issue ma

 

[MasterLeong]

very green day, boat going strong

hope can cross 3000 soon

 

[MasterLeong]

HUAT AH $$$$$$$$$$ ALL GREEn

 

[MasterLeong]

updated portfolio, now very heavy on reits riao

many are expecting a big drop in reits next week

just like how they thought the market will crash to BREXIT and how the market will crash to TRUMP

how to crash when market already crashed from 3500 to 2500

 

[MasterLeong]

STI 2960`!!!!!!!!!!!!!!!

40 points more to 3000 level!!!!!!!!!!!!!!!!!!!!!

 

[madtari]

In before "Cheap can get cheaper, low can go lower"

updated portfolio, now very heavy on reits riao

many are expecting a big drop in reits next week

just like how they thought the market will crash to BREXIT and how the market will crash to TRUMP

how to crash when market already crashed from 3500 to 2500

 

[MasterLeong]

from ocbc

KEY IDEA


Singapore REITs: Fortune favours the brave



Looking back at the financial performance of the S-REITs sector YTD, we see a common trend of a moderation in DPU growth. We believe unfavourable demand and supply dynamics across the various sub-sectors are likely to persist in 2017. In our view, a rate hike during the Dec FOMC meeting appears to be a foregone conclusion. The key question on investors’ minds would be the pace of normalisation in interest rates in 2017. Given the recent volatility in sovereign bond yields, the FTSE ST REITs Index is trading at a forward yield spread which is slightly below its 5-year average. However, with continued vagaries in the geopolitical and macro landscape, we believe good quality defensive yield assets should still warrant a strategic position in investors’ portfolio. Hence, we maintain OVERWEIGHT on the S-REITs sector. Our preferred picks are Frasers Centrepoint Trust [BUY; FV: S$2.33], Keppel DC REIT [BUY; FV: S$1.35], Ascendas REIT [BUY; FV: S$2.67], Frasers Logistics & Industrial Trust [BUY; FV: S$1.10] and Mapletree Greater China Commercial Trust [BUY; FV: S$1.15].