[Official] REITs CD tracking thread

[micromousez]

2 giants releasing their result tml!!!

When Jewel (Changi Airport) is ready, is it under CMT straight away or CMT need to buy over from CapitaLand?

 

[Layers]

2 giants releasing their result tml!!!

When Jewel (Changi Airport) is ready, is it under CMT straight away or CMT need to buy over from CapitaLand?

make.$ cfm cpl keep themselves like ion

Plus CAG has a stake. Doubt cmt will have it

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[Weaboo]

2 giants releasing their result tml!!!

When Jewel (Changi Airport) is ready, is it under CMT straight away or CMT need to buy over from CapitaLand?

dunch think its by cmt... its joint venture by cag & capitaland mall asia

 

[Layers]

dunch think its by cmt... its joint venture by cag & capitaland mall asia

I think he tot cpl will inject into cmt

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[simon_84]

capland will never release its potential golden eggs to CMT one unless the mall is in a suburban area. (F&N also behaving in the same manner)
I believe CMT should just concentrate on its existing portfolio and think of how to make it more yield accretive instead of increasing it's current portfolio.

 

[micromousez]

I think he tot cpl will inject into cmt

Sent from Sony E6853 using GAGT

Yes that right.
Just like CapitaGreen is a Joint Venture too and it got inject into CCT..

 

[micromousez]

capland will never release its potential golden eggs to CMT one unless the mall is in a suburban area. (F&N also behaving in the same manner)
I believe CMT should just concentrate on its existing portfolio and think of how to make it more yield accretive instead of increasing it's current portfolio.

Haha.. there is a limited number of AEI one can be done in each Mall..
so the next way is to increase numbers in portfolio...

 

[Layers]

Yes that right.
Just like CapitaGreen is a Joint Venture too and it got inject into CCT..

cos cct brought all the remaining 60%

U think cag will let go? I doubt so. Mall n office is handled differently as well. Still waiting for ion to injected then say

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[Layers]

Haha.. there is a limited number of AEI one can be done in each Mall..
so the next way is to increase numbers in portfolio...

organic growth is much feasible as 1 won't tap on more debt. Cmt is at 37% gearing iirc.

As a gd management you would not want to have rights issue. One way is to sell away existing properties.

And the probability of CAG selling their stake.

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[grm203]

Anyone went to fct agm this morning??i missed it

 

[simon_84]

Haha.. there is a limited number of AEI one can be done in each Mall..
so the next way is to increase numbers in portfolio...

CMT got money one, is whether they want to do AEI a not.
and their loan period is the longest in the retail sector.

buying over property will required funds which are more than just doing AEI.
for every purchase acquisition, an EGM will be set up to seek approval among shareholders.

 

[Squaredot]

CMT 2016 Q4 DPU 2.88c
xd 26/1/2017
pay 28/2/2017

FCT 2016 Q4 DPU 2.89c
xd 26/1/2017
pay 28/2/2017

 

[havetheveryfun]

http://www.sgx.com/wps/wcm/connect/...edium=Social&utm_term=18012017&utm_content=MU

Singapore’s 32 REITs and six Stapled Trusts have averaged a total return of 2.0% in the 2017 year thus far, and maintain an average distribution yield of 7.1%. This compares with a dividend yield of 3.7% for the Straits Times Index (STI) and a yield of 3.8% for the MSCI World REIT Index. The MSCI World REIT Index, which comprises 69 constituents and has a market capitalisation of over US$822 billion, has generated a total return of -1.2% in the year thus far. (Data for the MSCI World REIT Index can be found here, and is correct as of 30 December 2016)


so just buy 1000 shares of each in the list and you will be able to generate 9.1% returns a year ?

 

[Genosis]

http://www.sgx.com/wps/wcm/connect/...edium=Social&utm_term=18012017&utm_content=MU

Singapore’s 32 REITs and six Stapled Trusts have averaged a total return of 2.0% in the 2017 year thus far, and maintain an average distribution yield of 7.1%. This compares with a dividend yield of 3.7% for the Straits Times Index (STI) and a yield of 3.8% for the MSCI World REIT Index. The MSCI World REIT Index, which comprises 69 constituents and has a market capitalisation of over US$822 billion, has generated a total return of -1.2% in the year thus far. (Data for the MSCI World REIT Index can be found here, and is correct as of 30 December 2016)


so just buy 1000 shares of each in the list and you will be able to generate 9.1% returns a year ?

All my reits enjoyed 2-digit or close to 2-digit returns including CD.....except Cache

Ya....so it is possible to get decent returns as long as vested in quality over a long time bcos the bulk of returns come from CD...

 

[Minx99]

CMT 2016 Q4 DPU 2.88c
xd 26/1/2017
pay 28/2/2017

FCT 2016 Q4 DPU 2.89c
xd 26/1/2017
pay 28/2/2017

CMT have more than twice the number of malls than FCT, it's also quite apparent that CMT's malls are superior to FCT's, yet FCT is able to outdo them on DPU. This is the sign of a good manager. If you noticed, FCT's gross revenue & NPI both dropped quite abit, yet they still manage to squeeze in a slight increase in DPU for this quarter. Well done

 

[Tornesoul]

cmt has a loan expiring in 2031. no joke

 

[Raynon]

Does anybody know if Fraser Logistics Trust (FLT) will be distributing dividend on a half yearly basis or quarterly basis?

 

[Bedokian]

so just buy 1000 shares of each in the list and you will be able to generate 9.1% returns a year ?

Need to calculate weighted if both are in the same portfolio.

 

[Genosis]

Does anybody know if Fraser Logistics Trust (FLT) will be distributing dividend on a half yearly basis or quarterly basis?

Semi-annual.....

http://flt.listedcompany.com/faq.html

 

[Raynon]

Semi-annual.....

http://flt.listedcompany.com/faq.html

Thanks! Will they be distributing dividend after the coming qtr result this time?