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Goldfinger Supreme	29-May-2016 14:45        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://www.channelnewsasia.com/mobile/asiapacific/japan-s-abe-to-delay/2825938.html
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Goldfinger Supreme	17-May-2016 08:10        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Interesting read. There may be a mindset shift in the Japanese market and potentially consumer-savers.  Read and draw your own conclusions. :) http://www.theedgemarkets.com/en/node/279410
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Goldfinger Supreme	13-May-2016 12:45        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	I like that they are part financing this new deal with prospective Yen debt issuance @0.6%. But they need to secure the 40 year lease extension for the new Saga mall.
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nyde1d1th Veteran	13-May-2016 12:26        nyde1d1th About Contact  Quote this Post!
x 0   x 0  Alert Admin	woo hoo this is my favourite! already collected quite a bit of dividends!
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ehclim Elite	13-May-2016 12:26        ehclim About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agreed. This Trust is doing well. Goldfinger      ( Date: 13-May-2016 12:24) Posted: Savvy buyer waters      ( Date: 13-May-2016 10:21) Posted: Croesus RT is going big and aggressive.   Another round of acquisitions of 2 malls cuming.   http://preview.todayir.com.sg/croesusretail/attachment/201605130918051733673654_en.pdf
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Goldfinger Supreme	13-May-2016 12:24        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Savvy buyer waters      ( Date: 13-May-2016 10:21) Posted: Croesus RT is going big and aggressive.   Another round of acquisitions of 2 malls cuming.   http://preview.todayir.com.sg/croesusretail/attachment/201605130918051733673654_en.pdf
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waters Senior	13-May-2016 10:24        waters About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	3Q 15/16 results announced:- http://preview.todayir.com.sg/croesusretail/attachment/201605130912331787829606_en.pdf
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waters Senior	13-May-2016 10:21        waters About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	Croesus RT is going big and aggressive.   Another round of acquisitions of 2 malls cuming.   http://preview.todayir.com.sg/croesusretail/attachment/201605130918051733673654_en.pdf
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Goldfinger Supreme	02-May-2016 10:14        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sorry let me stand corrected on TCIL as its vehicles imported are in Yen if made in Japan. They may benefit from their Jap distribution business though.
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Goldfinger Supreme	02-May-2016 09:15        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Please correct if I'm mistaken - but soaring Yen vs SGD is good for SGX listcos with big Yen revenues like TCIL, CRT, CDLHT, AHT any others?
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Goldfinger Supreme	02-May-2016 00:12        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Leverage can your Best Friend or worst enemy - depending on factors such as capital and currency appreciation, yields, interest rates, etc. Hence frankly I' m more interested about how they can rebalance borrowing into cheap Yen loans instead of dilutive equity placement fund raising. They have a natural hedge if borrowing and revenues are both in Yen while there is upside to S$dpu if Yen strengthens against S$. Anyway just my views and DYODD.  marubozu1688      ( Date: 01-May-2016 23:48) Posted: Highest Gearing Ratio is Croesus Retail Trust (46.3%)  http://mystocksinvesting.com/singapore-reits/singapore-reit-fundamental-analysis-comparison-table-1-may-2016/
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marubozu1688 Master	01-May-2016 23:48        marubozu1688 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Be humble in front of Mr. Market."
x 0   x 0  Alert Admin	Highest Gearing Ratio is Croesus Retail Trust (46.3%)  http://mystocksinvesting.com/singapore-reits/singapore-reit-fundamental-analysis-comparison-table-1-may-2016/
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ehclim Elite	12-Apr-2016 10:53        ehclim About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agreed. Will raise this question in the next AGM. Goldfinger      ( Date: 12-Apr-2016 10:29) Posted: Thanks for the info. Was just a little disappointed about the recent placement as they could have done a larger rights issue than previously to maintain shareholder proportionate holdings. Anyway time will tell.. ehclim      ( Date: 12-Apr-2016 10:03) Posted: I think it is Central bank regulation.
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Goldfinger Supreme	12-Apr-2016 10:29        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks for the info. Was just a little disappointed about the recent placement as they could have done a larger rights issue than previously to maintain shareholder proportionate holdings. Anyway time will tell.. ehclim      ( Date: 12-Apr-2016 10:03) Posted: I think it is Central bank regulation. ehclim      ( Date: 12-Apr-2016 10:02) Posted: From my understanding, it is more likely to save on finance costs and enhance the DPU. They have very good and responsible management team especially the Japanese CFO. Very friendly guy.
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ehclim Elite	12-Apr-2016 10:03        ehclim About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think it is Central bank regulation. ehclim      ( Date: 12-Apr-2016 10:02) Posted: From my understanding, it is more likely to save on finance costs and enhance the DPU. They have very good and responsible management team especially the Japanese CFO. Very friendly guy.   Goldfinger      ( Date: 12-Apr-2016 09:59) Posted: Thanks for the info - is this an internally imposed loan limit ie by the Board or mandated by the lender banks or loan covenants
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ehclim Elite	12-Apr-2016 10:02        ehclim About Contact  Quote this Post!
x 0   x 0  Alert Admin	From my understanding, it is more likely to save on finance costs and enhance the DPU. They have very good and responsible management team especially the Japanese CFO. Very friendly guy.   Goldfinger      ( Date: 12-Apr-2016 09:59) Posted: Thanks for the info - is this an internally imposed loan limit ie by the Board or mandated by the lender banks or loan covenants? ehclim      ( Date: 12-Apr-2016 09:55) Posted: I had spoken to the Japanese CFO during the last AGM, they were allowed to take up to certain limit of loans from Japanese banks for low interest. Beyond the limit the interest rate was not low hence the issued MTN to supplement the bank' s loan.
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Goldfinger Supreme	12-Apr-2016 09:59        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks for the info - is this an internally imposed loan limit ie by the Board or mandated by the lender banks or loan covenants? ehclim      ( Date: 12-Apr-2016 09:55) Posted: I had spoken to the Japanese CFO during the last AGM, they were allowed to take up to certain limit of loans from Japanese banks for low interest. Beyond the limit the interest rate was not low hence the issued MTN to supplement the bank' s loan. bw2015      ( Date: 12-Apr-2016 09:13) Posted: At the minimum level their management are smart. Using the super low Japan loan to manage reit. And their reit acquisitions are increase the yield.. I invest in the management
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ehclim Elite	12-Apr-2016 09:55        ehclim About Contact  Quote this Post!
x 0   x 0  Alert Admin	I had spoken to the Japanese CFO during the last AGM, they were allowed to take up to certain limit of loans from Japanese banks for low interest. Beyond the limit the interest rate was not low hence the issued MTN to supplement the bank' s loan. bw2015      ( Date: 12-Apr-2016 09:13) Posted: At the minimum level their management are smart. Using the super low Japan loan to manage reit. And their reit acquisitions are increase the yield.. I invest in the management
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Goldfinger Supreme	12-Apr-2016 09:27        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agreed - they typically buy freehold Malls and not leasehold Malls like in Spore and I suspect HK and China? bw2015      ( Date: 12-Apr-2016 09:13) Posted: At the minimum level their management are smart. Using the super low Japan loan to manage reit. And their reit acquisitions are increase the yield.. I invest in the management
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Goldfinger Supreme	12-Apr-2016 09:25        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	I'm not so sure about the FX hedge part - maybe someone can ask their Management how that works at the next AGM? If it's a currency option it could be that they are protected on the downside but benefit if Yen rises against SGD and their cost is the option premium. if it's a Yen futures contract, it could then be neutralised. nyde1d1th      ( Date: 12-Apr-2016 08:56) Posted: im sure they hedge their fx risk so they may not gain as much with the strengthening yen...as for tourist...limited impact for them since their retail malls are all in the heartlands non-tourist areas...this is a very good reit...dont miss chance to be shareholder...
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