[Official] REITs CD tracking thread

[simon_84]

Industrial reits all moving very hiong yall noticed?
AREIT, Cache and Maple Ind

scary after all, what goes up must come down.

 

[simon_84]

And, Am just trying to give an example ..... On the "cost of waiting" ..... Didn't try to imply the best timing to buy StarHub

well let's look at it another way, to substitute the risk of opportunity costs (or your money sitting in the bank doing nothing), you can always look at other stocks instead.
my policy is a bit like DW, where i'm at least 85 to 90% vested in stocks.

 

[Biogentic]

hi, i bought capmall asia, do u think it is a good buy? understand it is not a reit but would capital appreciation enough to pay for the dividends over the long-term since it has 1bil cash?

 

[SpeedingBullet]

hi, i bought capmall asia, do u think it is a good buy? understand it is not a reit but would capital appreciation enough to pay for the dividends over the long-term since it has 1bil cash?

U ask us this qn AFTER you bought it?

 

[Dividends Warrior]

U ask us this qn AFTER you bought it?

That's why there are such things like 'shotgun marriage'.

先上车后补票 FTW!!!

 

[Biogentic]

U ask us this qn AFTER you bought it?

lol.. yea...

 

[sandwicher]

lol.. yea...

Depends what price had you bought it for?

I'm vested (recently) and got it at the trough. Bought it due to great returns, good assets, good management. Just a lot of selling pressure. Not a good dividend stock, just hold it for appreciation. With proper monitoring of the management's business plan, this could be a gold if bought at the right price.

Recently CMA rallied a bit when it announced that they bought some China land for development (with CapitaLand).

 

[Biogentic]

Depends what price had you bought it for?

I'm vested (recently) and got it at the trough. Bought it due to great returns, good assets, good management. Just a lot of selling pressure. Not a good dividend stock, just hold it for appreciation. With proper monitoring of the management's business plan, this could be a gold if bought at the right price.

Recently CMA rallied a bit when it announced that they bought some China land for development (with CapitaLand).

bought 10 lots at 1.755, not at the 52w low level

 

[Bedokian]

Season of reporting is here again.

First up will be SPH Reit on 8 April.

 

[chyn_no]

anyone know what will happen when some of the properties in reit portfolio expired? Another round of debt financing will be occurring? Isnt that a snowballing effect?
Care to share your thoughts? thanks

 

[Z070188]

anyone know what will happen when some of the properties in reit portfolio expired? Another round of debt financing will be occurring? Isnt that a snowballing effect?
Care to share your thoughts? thanks

Should be ba. Maybe higher interest rate will affect the DPU. But I think the interest rate will not increase so much ba? I mean if the interest rate increase by a high percent, you think the world economy can take it? I think sure will have another crisis. So I believe the increase in the interest rate will be a gradual process. For now I will still be vested in reits till I sense a drop in DPU or increase in liability due to higher interest rate.

 

[Dividend Hermit]

Should be ba. Maybe higher interest rate will affect the DPU. But I think the interest rate will not increase so much ba? I mean if the interest rate increase by a high percent, you think the world economy can take it? I think sure will have another crisis. So I believe the increase in the interest rate will be a gradual process. For now I will still be vested in reits till I sense a drop in DPU or increase in liability due to higher interest rate.

I actually prefer the interest rate to increase fast and furious. Greater opportunity for market to overeact and we can scoop on cheap price. Even if market is rational and yield decreases (dpu decreases but price somehow hold), I am light weight on reits anyway. Still can wait somemore.

 

[Z070188]

I actually prefer the interest rate to increase fast and furious. Greater opportunity for market to overeact and we can scoop on cheap price. Even if market is rational and yield decreases (dpu decreases but price somehow hold), I am light weight on reits anyway. Still can wait somemore.

I doubt interest rate can increase fast and furious. It will increase but it will be gradual. My portfolio got more than 50% in reits so I hope it will continue to rise. Lol. For you I guess you still do not have a huge percent of reits in your portfolio so you hoping it to fall. Actually everything depends on supply and demand and who is in control. Buyer want buy low while seller wan sell high. I regretted not to buy suntec REIT at $1.50 so now price is hard to come down unless market got bad news.

 

[aceirus]

I actually prefer the interest rate to increase fast and furious. Greater opportunity for market to overeact and we can scoop on cheap price. Even if market is rational and yield decreases (dpu decreases but price somehow hold), I am light weight on reits anyway. Still can wait somemore.

Yeah, not really wise for the interest rates to shoot up so suddenly, might result in a far reaching ripple effect that no government wants... imagine even if u manage to get a good shopping sale but needed yearssss to recover?

I was also eyeing Suntec when it was 1.50 last year but didnt have enough ammo to unload that time!

 

[Dividends Warrior]

Result announcement dates:

- MLT: 21 April
- MIT: 22 April
- CMT: 23 April
- CACHE: 23 April

 

[Keverus]

That's why there are such things like 'shotgun marriage'.

先上车后补票 FTW!!!

this srsly made me lol-ed so loud that moi lao bu ask me wad happened

anyway..vested in CMT and Suntec....

will have some kopi money soon!

 

[standarture]

Well prices still dropping. US hasn't even gone into correction yet.

 

[simon_84]

I was also eyeing Suntec when it was 1.50 last year but didnt have enough ammo to unload that time!

sure got chance to buy perhaps in june...i expect it to correct to at least 1.55 to 1.6 range if there is a big sell down before the end of may.

 

[Dividends Warrior]

sure got chance to buy perhaps in june...i expect it to correct to at least 1.55 to 1.6 range if there is a big sell down before the end of may.

I agree. Shall put my mid-year bonus to good use!

 

[Mecisteus]

sure got chance to buy perhaps in june...i expect it to correct to at least 1.55 to 1.6 range if there is a big sell down before the end of may.

yes sure got chance to buy in june 201X ?

replying to this thread and in case if some of you are not aware, quite a number of reits are at 3 months high.