[Official] REITs CD tracking thread

[paurusu]

yep simon said it correctly. The easiest and laziest way is to wait for market crash.


The hard way (and more profitable way) to is really to look through all the financials of 800 stocks on SGX.There is no shortcut to it. If you are lazy to do the research, too bad for you. lazy people dont deserve to profit in the stock market. All the annual reports are freely available online for you to download and view anytime.

Somehow i cannot shake the feeling that you hardly ever invest in equity in the first place - seeing your answer .

But i like your answer :
Cover ALL 800 companies on SGX, otherwise you dont deserve profit in stock market.
Tough! I think i should not invest in equity then ...

Should just buy SGS Bond and be lazy with it

 

[wahkao3]

Somehow i cannot shake the feeling that you hardly ever invest in equity in the first place - seeing your answer .

But i like your answer :
Cover ALL 800 companies on SGX, otherwise you dont deserve profit in stock market.
Tough! I think i should not invest in equity then ...

Should just buy SGS Bond and be lazy with it

yep
if u want to profit, u better do your proprietary homework. All the required information like annual report is available.
dont rely on analysts to do them for you

 

[aceirus]

hi, recently just bought into starhill global reit, 12lots at 0.815, looking to add more.. do you think this is a good entry price? or I should buy at lower price later to avg down? What I like about it is

1. trading below NAV
2. Low gearing at 29.6%
3. Yield of 6.1% compared to CMT
4. quality assets and lease(ngee ann city, wisma atria) except for their overseas assets in countries like china and japan which I think it is alittle bit risky

Personally i will prefer if they also have local portfolio in suburban areas, like CMT. When economy tanks, suburban malls tend to be more resilient. You decide

 

[Dividends Warrior]

SPH Reit Management Pte Ltd wishes to announce that it will release SPH REIT' s financial results for the third quarter/period ended 31 May 2014 on Friday, 11 July 2014.

 

[Bedokian]

CD season has begun.

 

[Dividends Warrior]

Announcements:

15 Jul 14 : First REIT
21 Jul 14 : CLT
24 Jul 14 : MCT

 

[micromousez]

Announcements:

15 Jul 14 : First REIT
21 Jul 14 : CLT
24 Jul 14 : MCT

You mean:

15 Jul 14 : $$$$$
21 Jul 14 : $$$$$
24 Jul 14 : $$$$$

 

[Dividends Warrior]

16 Jul 14 : Sabana
25 Jul 14 : MGCT

 

[SpeedingBullet]

hi, recently just bought into starhill global reit, 12lots at 0.815, looking to add more.. do you think this is a good entry price? or I should buy at lower price later to avg down? What I like about it is

1. trading below NAV
2. Low gearing at 29.6%
3. Yield of 6.1% compared to CMT
4. quality assets and lease(ngee ann city, wisma atria) except for their overseas assets in countries like china and japan which I think it is alittle bit risky

Offshore REITs listed in Singapore (Lippo, Starhill, etc) usually trade at a discount to NAV. It's a fx risk discount, it'll always be there. And they usually have lower gearing as well mainly due to fx risk as well, they can't leverage to the hilt in SGD and expect their overseas cash flows in their currency to remain constant. They'll spend money on not just capex (AEI), but also on interest rate swaps and currency hedges, which eat into corporate earnings.

 

[Z070188]

CD season has begun.

Waiting for very long Liao. No money comes in very Sianz. Lol. All the reits quite quiet recently, don't know they will break new high after the release of result. I think healthcare and office reits will do very good.

 

[makeupconnect]

dear all, do you know mapletree business city is in the portfolio of which mapletree reit?

Mapletree has so many reits under its umbrella. getting confused... hope you can help. thanks in advance.

 

[bigbears]

dear all, do you know mapletree business city is in the portfolio of which mapletree reit?

Mapletree has so many reits under its umbrella. getting confused... hope you can help. thanks in advance.

MCT

 

[haydentan]

MCT

Oh really? I din know mapletree business city is managed by MCT. Thought their commercial office buildings are around harbourfront and one in anson road nia

 

[commie_rick]

CD season has begun.

keppel reit comming soon. yum

 

[micromousez]

wat happened to Capitamall Trust?
It drop till 1.94 already

 

[lzydata]

Mapletree Business City should still be under Mapletree Investments, the sponsor of the 4 REITs, not in any REIT.

 

[tiny]

wat happened to Capitamall Trust?
It drop till 1.94 already

1.94 only... 1.81 then say.

 

[Z070188]

1.94 only... 1.81 then say.

Traders trying to bring down the price Lor. As long as you don't sell can already. I think at its support currently.

 

[YanG85]

Traders trying to bring down the price Lor. As long as you don't sell can already. I think at its support currently.

Bring down? For? Cam suka suka being down de?

 

[Z070188]

Bring down? For? Cam suka suka being down de?

So they can buy in? Before World Cup they sell at 2 dollar plus to those small investor. Then wait for price to drop and buy in again. As long as you hold long term and don't panic don't care ba. Reits will still be doing ok, or maybe better the next two years.