*Official* MasterLeong Thread

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lbs

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I think u need to re read my sentence

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i think you need to re-read my post too.
Recent red saw my portfolio drop by half in green. Last 2 days of rally recovered most of it.

Power of holding!


btw, i don't need to read your sentence to understand what you are saying... i do follow your portfolio and i know if it actually means anything to hold that kind of "red" for 2 days :s22:
 

Layers

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i think you need to re-read my post too.
Recent red saw my portfolio drop by half in green. Last 2 days of rally recovered most of it.

Power of holding!


btw, i don't need to read your sentence to understand what you are saying... i do follow your portfolio and i know if it actually means anything to hold that kind of "red" for 2 days :s22:
Ya I just bought 2 days ago. So i only hold 2 days

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tanjiakpeng

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wah wah song song!! after rate hike luckily loaded up abit.

our REITS all green like hell liao.

majulah 2017!!!! :s12::s12::s12::s12:
 

tony137

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Singapore REITs: Acquisition momentum continues for industrial REITs

During the past month, we note that industrial REITs such as Ascendas REIT (A-REIT) and Mapletree Logistics Trust (MLT) both sought to enlarge their portfolios with proposed acquisitions. A-REIT is seeking to acquire the leasehold interest in the property located at 12, 14 and 16 Science Park Drive from its sponsor for a purchase consideration of S$420m. The property is expected to generate a NPI yield of approximately 6.3% (before acquisition costs) and 6.0% (post-acquisition costs) in the first year of ownership, and would increase its portfolio WALE to 4.4 years from 3.7 years. MLT, on the other hand, has continued to target inorganic growth overseas in Australia. It recently proposed to acquire a portfolio of four logistics properties in Victoria for a purchase consideration of A$142.2m (~S$151.9m), thus boosting its Australian portfolio to nine properties. The initial NPI yield is estimated to be 7.6%, and is expected to be accretive at the distribution level. We maintainOVERWEIGHT*on the broader S-REITs sector. Within the industrial REITs sub-sector, our preferred picks are*A-REIT*[BUY; FV: S$2.67] and*Frasers Logistics & Industrial Trust*[BUY; FV: S$1.10].

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can sic source? thanks!
 

lewissac

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Source: OCBC Investment Research
DEEPENING ITS SCIENCE PARK PRESENCE

- Targeting more DPU accretive acquisitions
- Positive portfolio metrics
- BUY with higher S$2.72 FV

We are positive on Ascendas REIT’s (A-REIT) move to grow its science parks exposure, as we believe demand and supply dynamics for this segment are relatively more positive within the industrial sector. A-REIT recently proposed to acquire the leasehold interest in the property located at 12, 14 and 16 Science Park Drive from its sponsor for a purchase consideration of S$420m (estimated total costs of S$437.5m). The property comprises three built-to-suit Science Park buildings held under a single land title. The property is expected to generate a NPI yield of approximately 6.3% (before acquisition costs) and 6.0% (post-acquisition costs) in the first year of ownership. This acquisition would boost A-REIT’s portfolio WALE to 4.4 years from 3.7 years and the triple-net leases also have weighted built-in rental escalations of 2.2% to 2.5% per annum. Maintain BUY on A-REIT, with a higher fair value estimate of S$2.72 (previously S$2.67).

By:
Andy Wong Teck Ching, CFA
 

OngHuatHuat

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Should be 5 days to 1 week.
Every new infraction will lengthen the ban for a few days. Longest is dunno 1 month then permanent ban. I haven't reached that stage yet, so cannot tell.

If he back with clone, then mod can use that bomb icon to clear his history and kill clone. Hiak hiak hiak.

Anyone know when he will be 放出来?
 
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