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Singapore REITs
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marubozu1688
Master |
10-Feb-2020 22:42
Yells: "Be humble in front of Mr. Market." |
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Feb 2020 Singapore REIT sectors valuation and gearing comparison. https://mystocksinvesting.com/singapore-reit-sectors-comparison/singapore-reit-sectors-valuation-and-gearing-comparison-feb-2020/ |
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marubozu1688
Master |
02-Feb-2020 23:54
Yells: "Be humble in front of Mr. Market." |
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0202-2020 #SingaporeREITTable and #REITMarketOutlook2020
https://mystocksinvesting.com/singapore-reits/singapore-reit-fundamental-analysis-comparison-table-02-02-2020/ |
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marubozu1688
Master |
30-Jan-2020 22:00
Yells: "Be humble in front of Mr. Market." |
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Elite Commercial REIT IPO. http://mystocksinvesting.com/singapore-reits/elite-commercial-reit/elite-commercial-reit-ipo-prospectus-summary/ |
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marubozu1688
Master |
20-Jan-2020 19:27
Yells: "Be humble in front of Mr. Market." |
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#SREIT Bubble Charts http://mystocksinvesting.com/singapore-reits/bubble-charts/singapore-reit-bubble-charts-jan-2020/ | ||||
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ctine_livermore
Veteran |
11-Jan-2020 13:29
Yells: "Every battle is won before it is ever fought - Sun Tzu" |
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thanks for this. happy new year to u and family
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marubozu1688
Master |
11-Jan-2020 10:10
Yells: "Be humble in front of Mr. Market." |
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#SingaporeREIT valuation by sector for Jan 2020. http://mystocksinvesting.com/singapore-reits/price-nav-range-chart/singapore-reit-price-nav-range-chart-jan-2020/ |
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marubozu1688
Master |
04-Jan-2020 13:51
Yells: "Be humble in front of Mr. Market." |
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Happy New Year! I posted 2020 Market Outlook for Singapore REIT in the post. http://mystocksinvesting.com/singapore-reits/singapore-reit-fundamental-analysis-comparison-table-2-january-2020/ |
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FATABA
Supreme |
30-Dec-2019 16:42
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The last weeks ...mkt is generally moving v slowly up/ seem accumulating. USA mkt at record high w NO sign of falling......interest rate remains w no change. Seem like it is preparing for a good start to 2020 w trade deal signing first part of Jan 2020. will there b a new year angpow ? LOL dyodd |
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marubozu1688
Master |
18-Dec-2019 22:02
Yells: "Be humble in front of Mr. Market." |
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Fundamentally the whole Singapore REITs is over value now based on simple average on the Price/NAV. The big cap REITs are still quite expensive after the recent correction. Most of the DPU yield for big cap REIT is below 5% now such as CapitaCom Trust, CapitaMall Trust, Fraser Centerpoint Trust, Keppel DC REIT, Keppel REIT, Parkway Life REIT, Mapletree Com Trust, Mapletree Logistics Trust and Mapletree Industrial Trust. However, the yield remains attractive compared to other fixed income asset classes like corporate bonds and government bonds. The yield spread between big cap and small cap REIT remains wide. Yield spread (reference to 10 year Singapore government bond of 1.785%) has tightened from 4.519% to 4.495%. The risk premium for small cap REIT is very attractive as compared to big cap REITs. This indicates value picks only in small and medium cap REITs. Do take note that some small cap REITs have started to move up. http://mystocksinvesting.com/singapore-reits/singapore-reit-fundamental-analysis-comparison-table-16-december-2019/ |
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marubozu1688
Master |
01-Jul-2019 08:13
Yells: "Be humble in front of Mr. Market." |
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FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) broke out from the 10 years resistance at 875 with significant increase in trading volume. The REIT index increased from 858.67 to 916.95 (+6.78%) and as compared to last post on Singapore REIT Fundamental Comparison Table on June 3, 2019. http://mystocksinvesting.com/singapore-reits/singapore-reit-fundamental-analysis-comparison-table-1-july-2019/ |
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bishan22
Supreme |
23-Jun-2019 10:33
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Cache doing well. | ||||
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marubozu1688
Master |
22-Jun-2019 22:46
Yells: "Be humble in front of Mr. Market." |
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#SingaporeREITBubbleCharts http://mystocksinvesting.com/singapore-reits/bubble-charts/singapore-reit-bubble-charts-june-2019/ |
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Goldfinger
Supreme |
15-Jun-2019 10:44
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SG REITs had been heavily discounted - now only playing catch up. | ||||
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marubozu1688
Master |
15-Jun-2019 10:08
Yells: "Be humble in front of Mr. Market." |
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#SingaporeREITs relative valuation by sectors. http://mystocksinvesting.com/singapore-reits/price-nav-range-chart/singapore-reit-price-nav-range-chart-june-2019/ |
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john_ric
Supreme |
05-Jun-2019 17:17
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Best is to buy reits ETF. | ||||
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lukewong82
Master |
05-Jun-2019 14:01
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When they start to cut interest rate means the market is starting to tank that why they want to support the market and economy. So they may have to cut a few rounds before market starts turning bullish. Maybe 1? 2 years? During the 1-2 years, Reits will still be the darling as interest rates start to drop.. Then perhaps after 1-2 years, can sell reits and go for the front runner stocks as what u mentioned. If u look at the past trend of cutting interes rates, the market turns bullish only after a few rounds of interest rate cuts.
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spore1
Supreme |
05-Jun-2019 13:08
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When mkt is bullish, I think ppl may divest reit counter and go for the front runner stocks counter ! Dyodd
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lukewong82
Master |
05-Jun-2019 12:58
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US FED just say they will lower interest rate ... so lower interest rate means Reits will be in favour again. Thats why Reits is at the level now. Unless interest rate going to shoot up, if not I think Reits should be quite stable
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spore1
Supreme |
05-Jun-2019 12:31
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I think Famous REITs counter such as CCT,CMT, Areit, Suntec, MCT,MLT, MInt, all trading above premium level. Likely to see a correction soon ! What goes up will eventually come down at a greater speed | ||||
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marubozu1688
Master |
05-Jun-2019 11:26
Yells: "Be humble in front of Mr. Market." |
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#SingaporeREITs is very defensive compared to STI. See the relative performance chart in the post. http://mystocksinvesting.com/singapore-reits/singapore-reit-fundamental-analysis-comparison-table-3-june-2019/ |
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