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CAREIT -first accomondation REIT Post Reply Rate topic
huattuatua Elite	29-Sep-2025 15:20        huattuatua About Contact  Quote this Post!
x 0   x 0  Alert Admin	wooo 99 le high probability of breaking 1 today just my opinion nia
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n3wbie Elite	26-Sep-2025 11:38        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Good point on the gearing as it only gets to just above 30% post the AU' s acquisition. The other point to note is that the cost of debt is at > 4% so with the right capital management which I' m sure they will, it will also bring cost savings that can be accretive to dpu. Alignment      ( Date: 26-Sep-2025 00:12) Posted: I think the discussion so far misses a main point which is that this REIT as it stands is underleveraged. Even after it does the initial property deal I would propose that it is still slightly underlevered, certainly when you compare to other REITs, most of whom are levered both with conventional leverage and pref shares. The implication is that this should be factored in when thinking about valuation. How? Well, a good place to start is to look at the FY27 yield as the base line. A $1 price implies a FY27 yield of 7.1% - certainly reasonable compared to other REITs. Given it can be geared even more, and also the fact that as it stands it is unique in its subsector and many investors will put a premium on it for diversification, I think the fair price based on where the other REITs are trading now is somewhat higher than $1.
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huattuatua Elite	26-Sep-2025 11:11        huattuatua About Contact  Quote this Post!
x 0   x 0  Alert Admin	vol shrinks so much.
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Alignment Elite	26-Sep-2025 00:12        Alignment About Contact  Quote this Post! Style: Fundamental
x 1   x 0  Alert Admin	I think the discussion so far misses a main point which is that this REIT as it stands is underleveraged. Even after it does the initial property deal I would propose that it is still slightly underlevered, certainly when you compare to other REITs, most of whom are levered both with conventional leverage and pref shares. The implication is that this should be factored in when thinking about valuation. How? Well, a good place to start is to look at the FY27 yield as the base line. A $1 price implies a FY27 yield of 7.1% - certainly reasonable compared to other REITs. Given it can be geared even more, and also the fact that as it stands it is unique in its subsector and many investors will put a premium on it for diversification, I think the fair price based on where the other REITs are trading now is somewhat higher than $1.
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Whitelotus33 Member	25-Sep-2025 22:30        Whitelotus33 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Correct. And people will compare the yield to other REITs n3wbie      ( Date: 25-Sep-2025 22:17) Posted: Agreed and REITs will probably have some benchmark on their yield and yield spread. At $1, that is an expected yield of 6.6% for FY26.  cherintc      ( Date: 25-Sep-2025 21:19) Posted: This is a REIT, will have limitation to surge too much. I think beyond $1 at this moment will be a stretch.
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n3wbie Elite	25-Sep-2025 22:17        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Agreed and REITs will probably have some benchmark on their yield and yield spread. At $1, that is an expected yield of 6.6% for FY26.  cherintc      ( Date: 25-Sep-2025 21:19) Posted: This is a REIT, will have limitation to surge too much. I think beyond $1 at this moment will be a stretch.
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deadbored Member	25-Sep-2025 22:10        deadbored About Contact  Quote this Post!
x 0   x 0  Alert Admin	It is sitting at 0.96 at the moment. For those who has CDP, log in to SGX and you can see this in your account.
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cherintc Senior	25-Sep-2025 21:19        cherintc About Contact  Quote this Post!
x 0   x 0  Alert Admin	This is a REIT, will have limitation to surge too much. I think beyond $1 at this moment will be a stretch.
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ysh2006 Supreme	25-Sep-2025 20:51        ysh2006 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Tomorrow try go $1.00 first , new iPod can have 30% gain about $1.18....
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moonsun Veteran	25-Sep-2025 15:51        moonsun About Contact  Quote this Post!
x 0   x 0  Alert Admin	Cant cross $1 ?hmmm
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ysh2006 Supreme	25-Sep-2025 14:47        ysh2006 About Contact  Quote this Post!
x 0   x 0  Alert Admin	But mother go backward after chiong up a little ...no give face to it....
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kt3152 Supreme	25-Sep-2025 14:36        kt3152 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not bad open 98 up 10c from 88..using 7% div rate. Buying at 95 still can get a return of 6.4%..
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huattuatua Elite	25-Sep-2025 13:52        huattuatua About Contact  Quote this Post!
x 0   x 0  Alert Admin	dbs is the lead bookrunner and underwriter, almost all ipos performance by dbs thus far is quite remarkable.
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huattuatua Elite	25-Sep-2025 13:44        huattuatua About Contact  Quote this Post!
x 0   x 0  Alert Admin	judging from the MD, likely to open at 98?
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