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laksaman57 Supreme	06-Nov-2018 16:57        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.channelnewsasia.com/news/business/australian-dollar-at-multi-year-lows-against-singdollar-10794758 ' Since the end of August, the Aussie has been trading below parity versus the Singapore dollar, and is down nearly 8 per cent on a year-to-date basis.'
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laksaman57 Supreme	01-Nov-2018 21:05        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.fool.sg/2018/06/18/5-signs-that-cause-me-to-stay-away-from-soilbuild-business-space-reits-high-distribution-yield-of-over-8/ Previous concern has materialised ... q-o-q dpu fall ...1.324 > 1.264 > 1.245 Dyodd
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shangli Supreme	19-Oct-2018 16:11        shangli About Contact  Quote this Post!
x 0   x 0  Alert Admin	the email dated 9am morning, just i don' t check shangli      ( Date: 19-Oct-2018 16:08) Posted: just received email from ocbc about soilbuild....the new target price i think soon will be publish in other news media shangli      ( Date: 19-Oct-2018 16:07) Posted: SS SPACE REIT | BUY     SOLARIS CONVERSION AS EXPECTED   - 3Q within expectations - Accumulate ahead of the curve - FV of S$0.665   Soilbuild REIT&rsquo s 3Q18 results were within expectation, with 3Q18 DPU falling 9.4% YoY (or 1.5% QoQ) to 1.245 S cents or 24.9% of our initial full-year forecast. We note that the DPU declines have moderated QoQ &ndash recall that 1Q18 and 2Q18 DPU fell 4.3% QoQ and 4.5% QoQ respectively. With the increase in gearing to 39.2% post-acquisition, our cost of equity increases from 8.8% to 9.2%. After adjustments, our fair value drops from S$0.69 to S$0.665. We see an opportunity to collect units in the REIT 1-2 quarters before stronger signs of operational improvement are seen. Soilbuild REIT is trading at 8.6% FY18F dividend yield and we continue to find the REIT attractively priced as at 18 Oct&rsquo s close. We re-iterate  BUY  on Soilbuild REIT with a fair value of S$0.665.
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shangli Supreme	19-Oct-2018 16:08        shangli About Contact  Quote this Post!
x 0   x 0  Alert Admin	just received email from ocbc about soilbuild....the new target price i think soon will be publish in other news media shangli      ( Date: 19-Oct-2018 16:07) Posted: SS SPACE REIT | BUY     SOLARIS CONVERSION AS EXPECTED   - 3Q within expectations - Accumulate ahead of the curve - FV of S$0.665   Soilbuild REIT&rsquo s 3Q18 results were within expectation, with 3Q18 DPU falling 9.4% YoY (or 1.5% QoQ) to 1.245 S cents or 24.9% of our initial full-year forecast. We note that the DPU declines have moderated QoQ &ndash recall that 1Q18 and 2Q18 DPU fell 4.3% QoQ and 4.5% QoQ respectively. With the increase in gearing to 39.2% post-acquisition, our cost of equity increases from 8.8% to 9.2%. After adjustments, our fair value drops from S$0.69 to S$0.665. We see an opportunity to collect units in the REIT 1-2 quarters before stronger signs of operational improvement are seen. Soilbuild REIT is trading at 8.6% FY18F dividend yield and we continue to find the REIT attractively priced as at 18 Oct&rsquo s close. We re-iterate  BUY  on Soilbuild REIT with a fair value of S$0.665.
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shangli Supreme	19-Oct-2018 16:07        shangli About Contact  Quote this Post!
x 0   x 0  Alert Admin	SS SPACE REIT | BUY     SOLARIS CONVERSION AS EXPECTED   - 3Q within expectations - Accumulate ahead of the curve - FV of S$0.665   Soilbuild REIT&rsquo s 3Q18 results were within expectation, with 3Q18 DPU falling 9.4% YoY (or 1.5% QoQ) to 1.245 S cents or 24.9% of our initial full-year forecast. We note that the DPU declines have moderated QoQ &ndash recall that 1Q18 and 2Q18 DPU fell 4.3% QoQ and 4.5% QoQ respectively. With the increase in gearing to 39.2% post-acquisition, our cost of equity increases from 8.8% to 9.2%. After adjustments, our fair value drops from S$0.69 to S$0.665. We see an opportunity to collect units in the REIT 1-2 quarters before stronger signs of operational improvement are seen. Soilbuild REIT is trading at 8.6% FY18F dividend yield and we continue to find the REIT attractively priced as at 18 Oct&rsquo s close. We re-iterate  BUY  on Soilbuild REIT with a fair value of S$0.665.
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shangli Supreme	19-Oct-2018 15:51        shangli About Contact  Quote this Post!
x 0   x 0  Alert Admin	2nd quarter and third quarter dpu only decrease less than 3%, i think this is the reason why this stock is marginally go up this two days, investor are relief laksaman57      ( Date: 19-Oct-2018 15:49) Posted: Don't think their dpu has stabilised. Staying on the sideline. shangli      ( Date: 19-Oct-2018 15:30) Posted: after the result, this stock rebound from 0.575/0.58 to now 0.585/0.59..is a good sign you in
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laksaman57 Supreme	19-Oct-2018 15:49        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Don't think their dpu has stabilised. Staying on the sideline. shangli      ( Date: 19-Oct-2018 15:30) Posted: after the result, this stock rebound from 0.575/0.58 to now 0.585/0.59..is a good sign you in? laksaman57      ( Date: 19-Oct-2018 15:21) Posted: Difficult to appreciate the Australia buy just for ..... "Pro-forma DPU could increase by 0.1% to 1.2%, depending on funding mix." 😞 https://www.dbs.com.sg/treasures/aics/templatedata/article/recentdevelopment/data/en/DBSV/092018/SBREIT_SP_09072018.xml
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shangli Supreme	19-Oct-2018 15:30        shangli About Contact  Quote this Post!
x 0   x 0  Alert Admin	after the result, this stock rebound from 0.575/0.58 to now 0.585/0.59..is a good sign you in? laksaman57      ( Date: 19-Oct-2018 15:21) Posted: Difficult to appreciate the Australia buy just for ..... "Pro-forma DPU could increase by 0.1% to 1.2%, depending on funding mix." 😞 https://www.dbs.com.sg/treasures/aics/templatedata/article/recentdevelopment/data/en/DBSV/092018/SBREIT_SP_09072018.xml
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laksaman57 Supreme	19-Oct-2018 15:21        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Difficult to appreciate the Australia buy just for ..... "Pro-forma DPU could increase by 0.1% to 1.2%, depending on funding mix." 😞 https://www.dbs.com.sg/treasures/aics/templatedata/article/recentdevelopment/data/en/DBSV/092018/SBREIT_SP_09072018.xml
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shangli Supreme	18-Oct-2018 17:16        shangli About Contact  Quote this Post!
x 0   x 0  Alert Admin	true laksaman57      ( Date: 18-Oct-2018 16:49) Posted: Lesson be learnt from the past, reit should look out for multi tenanted properties instead of master-lease type of properties. shangli      ( Date: 18-Oct-2018 16:32) Posted: anyway today i pare down my holding, can sell can collect some more, depends
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laksaman57 Supreme	18-Oct-2018 16:49        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Lesson be learnt from the past, reit should look out for multi tenanted properties instead of master-lease type of properties. shangli      ( Date: 18-Oct-2018 16:32) Posted: anyway today i pare down my holding, can sell can collect some more, depends laksaman57      ( Date: 18-Oct-2018 16:25) Posted: The poultry plant is leased to Inghams Burton. I think such property are too specific. Touch wood, hope   Ingham Burton can be in poultry business forever.
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shangli Supreme	18-Oct-2018 16:32        shangli About Contact  Quote this Post!
x 0   x 0  Alert Admin	anyway today i pare down my holding, can sell can collect some more, depends laksaman57      ( Date: 18-Oct-2018 16:25) Posted: The poultry plant is leased to Inghams Burton. I think such property are too specific. Touch wood, hope   Ingham Burton can be in poultry business forever.  shangli      ( Date: 18-Oct-2018 15:47) Posted: i just copy and past
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laksaman57 Supreme	18-Oct-2018 16:25        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The poultry plant is leased to Inghams Burton. I think such property are too specific. Touch wood, hope   Ingham Burton can be in poultry business forever.  shangli      ( Date: 18-Oct-2018 15:47) Posted: i just copy and paste laksaman57      ( Date: 18-Oct-2018 15:37) Posted: Australian gov't into poultry business
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shangli Supreme	18-Oct-2018 15:47        shangli About Contact  Quote this Post!
x 0   x 0  Alert Admin	i just copy and paste laksaman57      ( Date: 18-Oct-2018 15:37) Posted: Australian gov't into poultry business ? shangli      ( Date: 18-Oct-2018 13:07) Posted: Both Australian acquisitions are leased to the Australian government and have  a weighted average lease expiry of 6.5 years and 16.1 years respectively.  it has already been leased out to australia government so this is considered a very good investment
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laksaman57 Supreme	18-Oct-2018 15:37        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Australian gov't into poultry business ? shangli      ( Date: 18-Oct-2018 13:07) Posted: Both Australian acquisitions are leased to the Australian government and have  a weighted average lease expiry of 6.5 years and 16.1 years respectively.  it has already been leased out to australia government so this is considered a very good investment laksaman57      ( Date: 18-Oct-2018 12:57) Posted: Lessons are to be learn from past Sabana reit poor properties buy and qtrly dpu decline.  As the old saying goes " Past performance is no guarantee of future result"   Assess each and every acquisition accordingly. DYODD
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shangli Supreme	18-Oct-2018 13:07        shangli About Contact  Quote this Post!
x 0   x 0  Alert Admin	Both Australian acquisitions are leased to the Australian government and have  a weighted average lease expiry of 6.5 years and 16.1 years respectively.  it has already been leased out to australia government so this is considered a very good investment laksaman57      ( Date: 18-Oct-2018 12:57) Posted: Lessons are to be learn from past Sabana reit poor properties buy and qtrly dpu decline.  As the old saying goes " Past performance is no guarantee of future result"   Assess each and every acquisition accordingly. DYODD   shangli      ( Date: 18-Oct-2018 12:28) Posted: actually i don bother too much on this kind of details, my main focus is on the prevailing price and the dividend for reits. therefore im in cache logistic  and soilbuild.
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laksaman57 Supreme	18-Oct-2018 12:57        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Lessons are to be learn from past Sabana reit poor properties buy and qtrly dpu decline.  As the old saying goes " Past performance is no guarantee of future result"   Assess each and every acquisition accordingly. DYODD   shangli      ( Date: 18-Oct-2018 12:28) Posted: actually i don bother too much on this kind of details, my main focus is on the prevailing price and the dividend for reits. therefore im in cache logistic  and soilbuild.   laksaman57      ( Date: 18-Oct-2018 12:21) Posted: Poultry processing plant too specific type of 'master lease
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shangli Supreme	18-Oct-2018 12:28        shangli About Contact  Quote this Post!
x 0   x 0  Alert Admin	actually i don bother too much on this kind of details, my main focus is on the prevailing price and the dividend for reits. therefore im in cache logistic  and soilbuild.   laksaman57      ( Date: 18-Oct-2018 12:21) Posted: Poultry processing plant too specific type of 'master lease' shangli      ( Date: 18-Oct-2018 12:16) Posted: analyst said is good buy le. nonetheless, it doesn' t matter, this stock fundamental is steady and for as long as can pay high dividend, is a good stock to invest/trad
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laksaman57 Supreme	18-Oct-2018 12:21        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Poultry processing plant too specific type of 'master lease' shangli      ( Date: 18-Oct-2018 12:16) Posted: analyst said is good buy le. nonetheless, it doesn' t matter, this stock fundamental is steady and for as long as can pay high dividend, is a good stock to invest/trade laksaman57      ( Date: 18-Oct-2018 12:05) Posted: Australia buy isn't good bu
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shangli Supreme	18-Oct-2018 12:16        shangli About Contact  Quote this Post!
x 0   x 0  Alert Admin	analyst said is good buy le. nonetheless, it doesn' t matter, this stock fundamental is steady and for as long as can pay high dividend, is a good stock to invest/trade laksaman57      ( Date: 18-Oct-2018 12:05) Posted: Australia buy isn't good buy Jamesbond007      ( Date: 02-Oct-2018 10:59) Posted: That seemjngly high dpu is only one aspect. Don' t be tricked bg it. Its prooetties ard not those top grade ones.
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