*Official* MasterLeong Thread

[MasterLeong]

time in market!

huat ah!

Hope this is finally a real bull

 

[MasterLeong]

I actually like the Mapletree family, but the market almost always price them above book value, which I presume to be due to Mapletree's reliability.

MCT looks really good but too bad 10% premium to book, the yield at 5.5% was kinda low considering CCT and CMT were priced at 6% yield recently

Book value, yield, gearing matters a lot

 

[MasterLeong]

Why must these people come in to make trouble.

If you dislike the people or discussion here, then why even bother to come here. Should stay away, not even post anything right.

Just like EDMW - cesspit of perverts, si-ginnas and losers.

Just stay away instead of going there everyday posting and scolding.

Sigh.

Yeah those ppl who dislike me, they come in here is no meaning one hahahaha

 

[MasterLeong]

Very true! Just like those S Reits having lower PB ratio and dangling higher div yield but I also scared to buy.

A qns to all, esp those reits gurus.... what key figures should we be looking out for in order to get a good reits? Those impt ones I guess should be management track record (eg high lease ratio, AEI to enhance property etc), close to 1 PB ratio, and of course div yield & DPU growth

How about ROE, ROE growth, PE ratio? Are these impt and what other figures should we look out for?

For reits first is must be reputable and have long track record of at least 5 or 10 years of growing dpu and nav

Financial numbers wise book value, dpu, gearing these 3 most key at first glance

If above pass then dig into detail by reading up on their results presentation slides

 

[MasterLeong]

Some good reits like cct and sun tec trades at 10-20% discount to book value

Some average reits can trade up ton30-40% premium to book

Market is irrational

And a value investor can take advanatage

Especially in the recent reit sell down, i managed to allocate 100k of mu portfolio into high quality reits

15,000 cct
15,000 suntec
15,000 cmt
10,000 fct

In the long run i am pretty sure they will do well as a whole
And by paying book value or less, my downside is more managable

 

[MasterLeong]

Sti holding well at 2900
What a recovery

Next stop 3000!!!!!

 

[JuzMobile]

Yoz, Morning guys!!
Saw the market green green. Happy days ahead?

 

[tanjiakpeng]

1 more week to rate hike huat ah!!!

 

[starfish.starfish]

buffet for all ?

I nibble only where got buffet money?
Unker mai laugh at ikan bilis pls. Kekekek

 

[MasterLeong]

huat ah mooooooooooooooooooo

 

[MasterLeong]

Support Stockbot huat ah!

For our trading portfolio, as of now, we are 200% leveraged and the majority of our gross exposure is currently denominated in SGD, i.e. we have bought (and still buying) local assets. We believe there would be a strong rally in the Singapore bourse starting sometime between 2016 Q3 to 2016 Q4, as funds move back into Asia, in particular, Singapore where the valuation is looking more attractive by the day.

Edmwcapital? So wrong
2016 over soon

 

[MasterLeong]

Want to play guess the sti year end closing again?

 

[akwl88]

Want to play guess the sti year end closing again?

master leong setting up poll?

 

[MasterLeong]

master leong setting up poll?

I can only post in this thread
How

 

[starfish.starfish]

I can only post in this thread
How

Pls let sti chiong to 3000 first b4 polls hor.

 

[Tooi Kono Machi De]

Wanna seek ML opinion if MLT is a good buy now

 

[MasterLeong]

Wanna seek ML opinion if MLT is a good buy now

I guess its ok
Discount to book
Logical asssets better than industrial assets i think

 

[Genosis]

Yoz, Morning guys!!
Saw the market green green. Happy days ahead?

Happy days are here indeed!!! Lots of divvy coming in this week plus a green green market.....hope for more good times ahead (as long as Trump dun do anything stupid)

 

[JuzMobile]

Pls let sti chiong to 3000 first b4 polls hor.

Can tremendous drop first before super rally at last week of the year mah.
Then got chance to hoot more before we huat together!

 

[Genosis]

Wanna seek ML opinion if MLT is a good buy now

The only S-REIT to own an island.....

http://www.mapletreelogisticstrust.com/Asset-Portfolio/Property.aspx?currentProperty=/All-Properties/MLT/Singapore/Pulau-Sebarok