[Official] REITs CD tracking thread

[jgyy1990]

btw asking noob question here ah.... isn't Singapore tax quite low even for corporate tax? so if REITS have to give at least 90% income tax as distribution, isn't that still quite low?

 

[SpeedingBullet]

Saw the Annual Report today, and the properties they are holding are quite good with famous tenants.

Perhaps I shall wait, not too sure how much will it drop after XD though as this is one keep going one way, UP!

Wait till you see how many times they've screwed their shareholders over.

Keyword: dilution

In fact it's happenin right now

 

[Paul Lee]

btw asking noob question here ah.... isn't Singapore tax quite low even for corporate tax? so if REITS have to give at least 90% income tax as distribution, isn't that still quite low?

Its 90% of net income not 90% income tax. A hellva lot of difference.

Wait till you see how many times they've screwed their shareholders over.

Keyword: dilution

In fact it's happenin right now

Alamak. The 'D' word again. Frankly speaking, all REITs face dilution regardless of whether they do a rights issues or not. Suntec has never carried out a single equity fund raising via rights issue or PO but its the king of placement issues.

I think if you are concerned about dilution, then you should not invest in REITs cos its guaranteed to happen. Or if you are not prepared to participate in rights issue, then yes, you should also stay away.

Rights issue is not a problem as long as its use for yield accretive acquisitions. Its a big problem if its used to repay bank debts because they cannot re-finance.

K-REIT is the perpetual whipping boy accused of screwing unitholders over but they are not the only one. And at least they delivered with increase in DPU. So I would put money in K-REIT ahead of many other. (Vested)

 

[addict951]

K-REIT potential vestors pls take note hor
cos K-REIT had a placement at 1.33 and it gave out advance CD (Apr's CD) some weeks ago so the coming CD will be bery bery small

Same for Cache, Maple Com, AREIT and I think Capmall also? And can't remb who else

 

[staedtler_07]

Very informative...

Perhaps I shall buy in soon next week, or perhaps after XD?

 

[Dividends Warrior]

K-REIT potential vestors pls take note hor
cos K-REIT had a placement at 1.33 and it gave out advance CD (Apr's CD) some weeks ago so the coming CD will be bery bery small

Same for Cache, Maple Com, AREIT and I think Capmall also? And can't remb who else

I think CapMall is normal oredi.....

 

[Dividends Wizard]

From my research , only 1 REIT has not move since QE3 on Sep 13 2012 , ripe for 10-20% rise :

 

[musicwhiz55]

From my research , only 1 REIT has not move since QE3 on Sep 13 2012 , ripe for 10-20% rise :

Why should the share price move just because it has not moved since September 2012? Was there any fundamental change which would cause its valuations to change? If not, this may just be reliance on optimism to enable the share price to "float up", along with the high tide.

Always remember to incorporate a good margin of safety whenever we invest. If we invest with the fear that we may miss out, and neglect to mention assess if valuations are high or low, then we would not be covering our downside sufficiently.

 

[ahboy82]

Why should the share price move just because it has not moved since September 2012? Was there any fundamental change which would cause its valuations to change? If not, this may just be reliance on optimism to enable the share price to "float up", along with the high tide.

Always remember to incorporate a good margin of safety whenever we invest. If we invest with the fear that we may miss out, and neglect to mention assess if valuations are high or low, then we would not be covering our downside sufficiently.

nice posting...a good reminder when many are plunging in for fear of missing out. i still refuse to go all in, scary biz now to go in for me. too humji lol

 

[simon_84]

not vested in this as i feel the price is too high at the moment, even after recent mild correction.
went for mct and mlt instead.

 

[WindBoi]

a lot are jumping in due to the experienced players here showing their bank statements that this there is no way to lose money in this.

 

[Dividends Warrior]

Over the next 10 years, Power of Regional Hubs!!!

Over the next 20 years, the Power of 6.9 million population to keep shopping!!!

Woodlands Regional Hub!!!
FCT chiong!!!

Jurong Regional Hub!!!
CapitaMall Trust chiong!!!

 

[Dividends Wizard]

Why should the share price move just because it has not moved since September 2012? Was there any fundamental change which would cause its valuations to change? If not, this may just be reliance on optimism to enable the share price to "float up", along with the high tide.

Always remember to incorporate a good margin of safety whenever we invest. If we invest with the fear that we may miss out, and neglect to mention assess if valuations are high or low, then we would not be covering our downside sufficiently.

its a comparison : Sabana up 15% , Cambridge up 25% , but MIT up 1% only .

you think which of these 3 industrial REITs would have more upside now ? and Mapletree is a much stronger sponsor .

 

[Dividends Warrior]

Jurong Gateway - CBD of the West

 

[callalily]

Save some bullets for AIMS too. Super laggard.

 

[musicwhiz55]

you think which of these 3 industrial REITs would have more upside now ? and Mapletree is a much stronger sponsor .

The more pertinent question would be - which REIT offers more potential downside? Having the perspective of margin of safety is more important than trying to gun for higher gains - if you protect your downside based on value principles you would ensure that the upside would naturally take care of itself.

I feel it is always important to ensure we ask ourselves if the risk-reward ratio is favourable for anything we wish to purchase, based on objective assessments of value based on financial information and operational metrics.

Thanks.

 

[missyevo]

So which has more pertinent downside?

 

[compro_1975]

what u ppl think of mapletreelog? like ut go back koon again lor....

 

[Dividends Wizard]

high of $1.445 today .

starting to break out towards $1.50 !

 

[jgyy1990]

jurong as cbd ah will really happen if population increases