*Official* MasterLeong Thread

[MasterLeong]

http://www.theedgemarkets.com.sg/sg...es-2nd-valuation-report-after-replying-nov-25

TP 1 cent

 

[akwl88]

no more blog liao

only this thread left...... last life liao

Live long and prosper, MasterLeong!

 

[Genosis]

Camping for next blog post nao!!!

Coming real soon.....completed my draft liao

Just need to do abit more research and editing

 

[Wood41]

No the other telcos like Master ?

My core positions for 2017......

Telcos - Singtel
Banks - DBS, OCBC
Healthcare - RMG, PLife
Retail REITs - FCT (Northpoint AEI will be completed in Sep 2017)
Industrial/Logistics REITs - AIMS, MLT, FLT, Ascendas
Data Centre - Keppel DC
Consumer - SATS

The theme is to ride on 4 major trends:
- Aging population
- Growing data consumption and digitalisation of businesses
- Riding on the opening of Changi Terminal 4
- Increased need for logistics due to e-commerce

 

[MasterLeong]

Coming real soon.....completed my draft liao

Just need to do abit more research and editing

waiting for your portfolio update hehehehe

 

[MasterLeong]

No the other telcos like Master ?

he already mentioned he sold m1 and sh

maybe u read up the past posts first?

 

[MasterLeong]

No the other telcos like Master ?

u come here to troll or serious discussion?

 

[lioninvestorco]

u invest in HK market??????

Nope. Not yet. But when we talk about DC business, I feel that we need to consider the regional major players as well.

 

[starfish.starfish]

My core positions for 2017......

Telcos - Singtel
Banks - DBS, OCBC
Healthcare - RMG, PLife
Retail REITs - FCT (Northpoint AEI will be completed in Sep 2017)
Industrial/Logistics REITs - AIMS, MLT, FLT, Ascendas
Data Centre - Keppel DC
Consumer - SATS

The theme is to ride on 4 major trends:
- Aging population
- Growing data consumption and digitalisation of businesses
- Riding on the opening of Changi Terminal 4
- Increased need for logistics due to e-commerce

Oh you sold off SS?

 

[Genosis]

DC REITs is the only major player for DC in singapore right? Are there anymore that is around? Better than Sunevision and Grand Ming in HK?

The major players in Asia would be China Mobile, China Unicom, NTT, KDDI...

THE trend of data centre Reits (real estate investment trusts) hasn't really kicked off in Asia, but it would be "inevitable" in the long term.....

If the United States serves as a guidance, many telecommunication companies may in time divest their data centres to third parties such as private investors, operators or Reits...

The one factor standing in the way of more data centre Reits listing in Asia is market fragmentation. Many different companies in the region own data centres, but few enjoy scale.

As for Singtel, it owns eight data centres in Singapore, with two more in Australia and two in Hong Kong. But it has "no plans" to spin off these assets into a REIT.....MIT got 2 data centres, Ascendas got 3.....even the UOB has data centres

 

[MasterLeong]

Nope. Not yet. But when we talk about DC business, I feel that we need to consider the regional major players as well.

how long have u been in the market?

 

[Average]

divyknight's kdcreit is newly added?

Sent from 穷小子 using GAGT

 

[MasterLeong]

The major players in Asia would be China Mobile, China Unicom, NTT, KDDI...

THE trend of data centre Reits (real estate investment trusts) hasn't really kicked off in Asia, but it would be "inevitable" in the long term.....

If the United States serves as a guidance, many telecommunication companies may in time divest their data centres to third parties such as private investors, operators or Reits...

The one factor standing in the way of more data centre Reits listing in Asia is market fragmentation. Many different companies in the region own data centres, but few enjoy scale.

As for Singtel, it owns eight data centres in Singapore, with two more in Australia and two in Hong Kong. But it has "no plans" to spin off these assets into a REIT.....MIT got 2 data centres, Ascendas got 3.....even the UOB has data centres

waiting for singtel IPO hehehehehe

 

[MasterLeong]

divyknight's kdcreit is newly added?

Sent from 穷小子 using GAGT

http://dividendknight.blogspot.sg/2016/11/dividend-knight-income-portfolio-update.html

 

[lioninvestorco]

The major players in Asia would be China Mobile, China Unicom, NTT, KDDI...

THE trend of data centre Reits (real estate investment trusts) hasn't really kicked off in Asia, but it would be "inevitable" in the long term.....

If the United States serves as a guidance, many telecommunication companies may in time divest their data centres to third parties such as private investors, operators or Reits...

The one factor standing in the way of more data centre Reits listing in Asia is market fragmentation. Many different companies in the region own data centres, but few enjoy scale.

As for Singtel, it owns eight data centres in Singapore, with two more in Australia and two in Hong Kong. But it has "no plans" to spin off these assets into a REIT.....MIT got 2 data centres, Ascendas got 3.....even the UOB has data centres

Woah steady la thanks for the info

 

[Genosis]

Oh you sold off SS?

Nope.....still holding tight tight but it is just 2.08% of my portfolio, MCT also considered non-core for now...only 1.66% of my portfolio

 

[Genosis]

waiting for singtel IPO hehehehehe

Me too.....the IPO will be a blockbuster one in 2017 (DBS and SGX will benefit too) Tiagong is around $2.4b warchest reloaded to right 4th Telco!!!

 

[MasterLeong]

Nope.....still holding tight tight but it is just 2.08% of my portfolio, MCT also considered non-core for now...only 1.66% of my portfolio

if have to pick your core 3-4 industries to focus on which would they be?

 

[MasterLeong]

Me too.....the IPO will be a blockbuster one in 2017 (DBS and SGX will benefit too) Tiagong is around $2.4b warchest reloaded to right 4th Telco!!!

yeah, think ST can hit $4 in 2017 if all is smooth

 

[lioninvestorco]

how long have u been in the market?

Not sure how to quantify this. Interest in stocks started 3-4 years ago?