[Official] REITs CD tracking thread

[dr3amgawd]

Courtesy of reitdata.com, more dates:

cheers mate,

the year went by so fast, time to collect again

 

[Perisher]

What’s ailing Singapore’s massive department stores?

Vanishing tourists aren’t the only culprit.
Some of Singapore’s largest department stores have run into hard times of late. Metro Holdings reported a loss in its new mall The Centrepoint during the fourth quarter of 2014, while major players like Dubai’s Al-Futtaim Group and Japan’s Isetan have also been forced to close unprofitable shops.
According to a report by BMI Research, vanishing tourists aren’t the only culprit behind Singapore’s struggling malls.
“The disappointing sales figures have been attributed in part to falling tourist numbers. However, another contributing factor to the drop in sales can be attributed to an outdated approach to demands of local consumers,” the report said.
BMI Research noted that the drop in sales figures with traditional department store formats suggest that many consumers are losing interest in the this type of retail format.

https://sg.finance.yahoo.com/news/ailing-singapore-massive-department-stores-074100120.html

 

[SBC]

Sabana FY15Q2 DPU has been announced at 1.8 cents. Improvement over previous Qtr of 1.78 cents.

 

[lzydata]

What’s ailing Singapore’s massive department stores?[/url]

Just capitalism at work? Businesses rise and fall. Once upon a time Yaohan and OG were the big players, then Robinsons and Isetan etc, next time somebody else. The players change but they will always need to rent space, which is where mall REITs come in

 

[Theonestop]

24 Jul 15 (AM) : CCT

put on my calender riao

thanks man

really need god to help us LOL

Don't worry i think they will do ok.

 

[Mecisteus]

the next rising trend is to rent out more eateries in malls. there is a major shift in demographic.

department and electronics stores are difficult to survive with the proliferation of e-commerce like qoo10. this company is killing those shops.

 

[Bedokian]

Due to ecommerce, logistical and data centre sectors would be ideal now.

If using REITs as a proxy for investment, I would suggest logistical and DC sectors.

Vested in CLT and Kep DC.

 

[Bedokian]

MLT - $0.0185 per unit.
CLT - $0.0214 per unit.
FCOT - $0.02351 per unit.
First - $0.0207 per unit.

 

[Lost_Found]

collection time !!!

 

[ValueInvestor]

harvesting season~!!!!!!

$$$$$$$$$$$$$$$$$

 

[SpeedingBullet]

MLT & KReit bad results

 

[Squaredot]

MLT - $0.0185 per unit.
CLT - $0.0214 per unit.
FCOT - $0.02351 per unit.
First - $0.0207 per unit.

Additional info
MLT - $0.0185 per unit. XD 24/7/2015. Payment date 28/8/2015
CLT - $0.0214 per unit. XD 24/7/2015. Payment date 26/8/2015
FCOT - $0.02351 per unit. XD 27/7/2015. Payment date 28/8/2015
First - $0.0207 per unit.XD 24/7/2015. Payment date 28/8/2015

 

[Denikeve]

Sabana FY15Q2 DPU has been announced at 1.8 cents. Improvement over previous Qtr of 1.78 cents.

and no DRP for the whole FY15.

 

[ValueInvestor]

and no DRP for the whole FY15.

The price too low for sabana, better dont do drp to create more dilution riao

 

[neolaw]

the next rising trend is to rent out more eateries in malls. there is a major shift in demographic.

department and electronics stores are difficult to survive with the proliferation of e-commerce like qoo10. this company is killing those shops.

The problem is quality of service.

We go to restaurants not to eat but to be served. These ipad-donning food chains treating customers like **** like another variable in their optimization makes many diners alienated (myself included). Yes, sushi express, I'm talking to you.

The thing is hawker centres and fast food chains like KFC can operate in similar fashion. However, if you position yourself as fine dining, diners expect to be served.

The same with physical stores. I still go to Challenger for some human touch and recommendations. When the staff there says, "I don't know, choose yourself" or "you don't know what you want" , I'm pissed off.

That's the main reason.

To make them flourish again, bring back ft for these areas.

 

[simon_84]

The same with physical stores. I still go to Challenger for some human touch and recommendations. When the staff there says, "I don't know, choose yourself" or "you don't know what you want" , I'm pissed off.

That's the main reason.

To make them flourish again, bring back ft for these areas.

try harvey norman, courts or best denki, those sales personal there know their stuff better.
else drop by funan, as the sales personal there are more knowledgeable about the equipment they are selling.

well the FT over the years too learn about the bad habits of singaporeans or malaysians.
having been in the service sector before, there are tons of stuck up customers who don't even know how to say a basic "thank you" when they received change or get served.

so it goes both ways, until the day these customers drop the "customers are always right attitude", the service sector will never be able to hire locals or the right FT for the retail industry.

if you think that service standards suck in sg, wait till you go HK.

 

[dork32]

The price too low for sabana, better dont do drp to create more dilution riao

sabana still got 5 properties to be converted to multi tenanted this year. when this happened the last time, their dpu drop from 2.4 to 1.78

 

[Bedokian]

try harvey norman, courts or best denki, those sales personal there know their stuff better.
else drop by funan, as the sales personal there are more knowledgeable about the equipment they are selling.

well the FT over the years too learn about the bad habits of singaporeans or malaysians.
having been in the service sector before, there are tons of stuck up customers who don't even know how to say a basic "thank you" when they received change or get served.

so it goes both ways, until the day these customers drop the "customers are always right attitude", the service sector will never be able to hire locals or the right FT for the retail industry.

if you think that service standards suck in sg, wait till you go HK.

I was in customer service before and my conclusion is, customer service is 2-sided, and needed both sides to appreciate it. I have been trying to be a good customer and sometimes I would view things from the service staff's point of view if things go wrong.

I did not know HK was that bad. It was bad before 1997 but based on my past trips (Disneyland excluded) they seem to be better than before 1997.

 

[ValueInvestor]

Mapletree Industrial Trust declares 8.8% higher DPU of 2.73 cents for 1Q

By PC Lee / theedgemarkets.com | July 21, 2015 : 7:09 PM MYT
Share on facebook
Share on twitter
Printer-friendly versionSend by emailPDF version

SINGAPORE (July 21): Mapletree Industrial Trust is declaring a distribution per unit of 2.73 cents for the 1Q15 ended June.

This is higher 8.8% higher than the 2.51 cents declared in 1Q14.

Gross revenue for 1Q15 was $81.6 million, 4.1% higher than the corresponding quarter last year.

This was due to higher occupancies achieved across all property segments except for stack-up/ramp-up buildings, higher rental rates achieved across all property segments, as well as contributions from the build-to-suit (BTS) project for Equinix Singapore at 26A Ayer Rajah Crescent.

Property operating expenses came in at $21.4 million, 1.5% lower than the corresponding quarter last year. This was due mainly to lower utilities expenses arising, from the manager’s cost-saving initiative to purchase electricity in bulk, coupled with lower electricity tariffs and lower marketing commission.

Correspondingly, net property income for 1QFY15/16 was $60.2 million, 6.2% higher compared to a year ago.

Total return for 1Q15 was $46.7 million, 8.3% higher than the corresponding quarter last year.

Mapletree Industrial Trust’s property portfolio, valued at $3.4 billion as at March 31, 2015, comprises 84 industrial properties located across Singapore.

Singapore's manufacturing sector contracted by 4.0% year-on-year in the second quarter, extending the 2.7% decline in the previous quarter.

The REIT manager says the median rental rate for multi-user factory space island-wide in 2Q15 has also fallen to $1.90 psf per month from $1.95 psf per month in the preceding quarter.

On the other hand, the median rental rate for business park space island-wide increased to $4.17 psf per month from $4.00 psf per month in the previous quarter.

Mapletree Industrial Trust closed flat at $1.56 today.

 

[Squaredot]

add to above post,
Mapletree Ind Trust Q1 DPU $0.0273 XD 27/7/2015. Payment date 3/9/2015