Back

Latest Forum Topics / SoilbuildBizREIT

Post Reply

SOILBUILD BUSINESS SPACE REIT Post Reply Rate topic
TMW1986 Master	21-Apr-2017 09:25        TMW1986 About Contact  Quote this Post!
x 0   x 0  Alert Admin	0.655 now and still holding it. Hope this stock don't disappoint us. Waiting for more good news from 72 Loyang Way. DBS release a report buy call target price 73 cents. Let's see if it can really breech 70 cents again next quarter. Even if dividends drop to 5 cents, at 70 cents still 7.14% which is still decent as a REITs. TMW1986      ( Date: 20-Apr-2017 13:57) Posted: Hold first Lor. I bought around 63 cents. No harm holding and see how it perform next quarter. danger      ( Date: 20-Apr-2017 13:37) Posted: In NO TIME , the stock will make you vomit out your few quarters of dividend hard work
Useful To Me  Not Useful To Me
TMW1986 Master	20-Apr-2017 13:57        TMW1986 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hold first Lor. I bought around 63 cents. No harm holding and see how it perform next quarter. danger      ( Date: 20-Apr-2017 13:37) Posted: In NO TIME , the stock will make you vomit out your few quarters of dividend hard work
Useful To Me  Not Useful To Me
danger Supreme	20-Apr-2017 13:37        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	In NO TIME , the stock will make you vomit out your few quarters of dividend hard work
Useful To Me  Not Useful To Me
danger Supreme	20-Apr-2017 13:31        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	FAST AND FURIOUS DOWN AS I EXPECTED ..66 CENTS AND SELLING FAST TMW1986      ( Date: 13-Apr-2017 11:36) Posted: We shall see if can break 70 cents. 8.5% dividends. U put 100k, every year 8.5k. Price at most retreat to 66 cents range. So ok la. Too many short sellers previously. danger      ( Date: 13-Apr-2017 11:34) Posted: FROM THE LOOK OF IT 71 CENTS SEEM NOT POSSIBLE NOW STOCK VERY OVERBOUGHT FOR SOMETIME ALREADY ... A LITTLE RISKY NOW
Useful To Me  Not Useful To Me
TMW1986 Master	20-Apr-2017 12:09        TMW1986 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Lol!! 66 cents are within expectation. Drop from 67.5-68 cents range after XD. Let's see next few weeks or months ba. But really need more news on the 72 Loyang Way. danger      ( Date: 20-Apr-2017 11:59) Posted: raypeh up lorry liao .. 66 and going down Raypeh      ( Date: 18-Apr-2017 22:17) Posted: Got chance that it will go up to $0.70 at least.
Useful To Me  Not Useful To Me
danger Supreme	20-Apr-2017 11:59        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	raypeh up lorry liao .. 66 and going down Raypeh      ( Date: 18-Apr-2017 22:17) Posted: Got chance that it will go up to $0.70 at least.
Useful To Me  Not Useful To Me
TMW1986 Master	19-Apr-2017 21:51        TMW1986 About Contact  Quote this Post!
x 0   x 0  Alert Admin	No la. Because the whole q&a sound pessismistic. But is it their high occupancy also include the 10% occupancy? What Will happen after May? And assuming it is 40% rented at 72 Loayang Way? Will the DPU drop? And how much it will drop? Can anyone advice? mailaileh      ( Date: 19-Apr-2017 21:13) Posted: Haha how do you come to the conclusion that the management is not making wise judgment. Anyway, the two key information there is (1) Update on Loyang Way. (2) Update on renewal of expiring leases. For (1), It seems to suggest that the place is quite difficult to rent out, unless there is strong demand coming from industrial and marine, and O& G players. Current occupancy rate is 10%, and JTC also lifted the renting of 30% GFA to those specific industries. So maybe they can push the occupancy rate to 40% at a lower rental rate compared to previous period within 1-2 years? For (2), the management says they have managed to secured 260k sqft of leases. Not too sure how much of GFA is up for renewal. Can do a quick estimate to see how much of the renewal has been secured. By judging by the fact that overall occupancy rate improves, it should indicate that progression has been good. SIAS should have asked about rental rates which they renew too, to get a good handle on overall toplline figures. But can maybe search for some industry report/update to see if overall rental rate is improving, and whether demand for such space has been stronger this year.       TMW1986      ( Date: 19-Apr-2017 20:29) Posted: The management reply to SIAS qns. Is it good or bad? Anyone can analyse? It seems bad that the management not making wise judgement etc
Useful To Me  Not Useful To Me
mailaileh Veteran	19-Apr-2017 21:13        mailaileh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Haha how do you come to the conclusion that the management is not making wise judgment. Anyway, the two key information there is (1) Update on Loyang Way. (2) Update on renewal of expiring leases. For (1), It seems to suggest that the place is quite difficult to rent out, unless there is strong demand coming from industrial and marine, and O& G players. Current occupancy rate is 10%, and JTC also lifted the renting of 30% GFA to those specific industries. So maybe they can push the occupancy rate to 40% at a lower rental rate compared to previous period within 1-2 years? For (2), the management says they have managed to secured 260k sqft of leases. Not too sure how much of GFA is up for renewal. Can do a quick estimate to see how much of the renewal has been secured. By judging by the fact that overall occupancy rate improves, it should indicate that progression has been good. SIAS should have asked about rental rates which they renew too, to get a good handle on overall toplline figures. But can maybe search for some industry report/update to see if overall rental rate is improving, and whether demand for such space has been stronger this year.       TMW1986      ( Date: 19-Apr-2017 20:29) Posted: The management reply to SIAS qns. Is it good or bad? Anyone can analyse? It seems bad that the management not making wise judgement etc. TMW1986      ( Date: 19-Apr-2017 18:15) Posted: 66.5 cents. Not a lot selling 66 cents. XD sure fall one mah. But wait 2 weeks to a month and will be like APTV
Useful To Me  Not Useful To Me
TMW1986 Master	19-Apr-2017 20:29        TMW1986 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The management reply to SIAS qns. Is it good or bad? Anyone can analyse? It seems bad that the management not making wise judgement etc. TMW1986      ( Date: 19-Apr-2017 18:15) Posted: 66.5 cents. Not a lot selling 66 cents. XD sure fall one mah. But wait 2 weeks to a month and will be like APTV. danger      ( Date: 19-Apr-2017 17:01) Posted: 0.66 ALREADY !!!! ?
Useful To Me  Not Useful To Me
TMW1986 Master	19-Apr-2017 18:15        TMW1986 About Contact  Quote this Post!
x 0   x 0  Alert Admin	66.5 cents. Not a lot selling 66 cents. XD sure fall one mah. But wait 2 weeks to a month and will be like APTV. danger      ( Date: 19-Apr-2017 17:01) Posted: 0.66 ALREADY !!!! ? Raypeh      ( Date: 19-Apr-2017 13:11) Posted: Agreed with you. We won't be able to buy back cheap cheap at 0.64 anymore. At least 0.67..Company is still continue doing well.
Useful To Me  Not Useful To Me
danger Supreme	19-Apr-2017 17:01        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	0.66 ALREADY !!!! ? Raypeh      ( Date: 19-Apr-2017 13:11) Posted: Agreed with you. We won't be able to buy back cheap cheap at 0.64 anymore. At least 0.67..Company is still continue doing well.
Useful To Me  Not Useful To Me
Raypeh Member	19-Apr-2017 13:11        Raypeh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agreed with you. We won't be able to buy back cheap cheap at 0.64 anymore. At least 0.67..Company is still continue doing well.
Useful To Me  Not Useful To Me
TMW1986 Master	19-Apr-2017 10:08        TMW1986 About Contact  Quote this Post!
x 0   x 0  Alert Admin	See whether can go back 67 cents or more after 2-3 weeks XD, same as APTV. Those who sell maybe will sianz because cannot get cheap REITs anymore. :( TMW1986      ( Date: 18-Apr-2017 22:18) Posted: Maybe it will be like APTV, drop abit and rise back. Won't be able to get those Low level of 63-64 cents anymore. Raypeh      ( Date: 18-Apr-2017 22:17) Posted: Got chance that it will go up to $0.70 at least.
Useful To Me  Not Useful To Me
TMW1986 Master	18-Apr-2017 22:18        TMW1986 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Maybe it will be like APTV, drop abit and rise back. Won't be able to get those Low level of 63-64 cents anymore. Raypeh      ( Date: 18-Apr-2017 22:17) Posted: Got chance that it will go up to $0.70 at least.
Useful To Me  Not Useful To Me
Raypeh Member	18-Apr-2017 22:17        Raypeh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Got chance that it will go up to $0.70 at least.
Useful To Me  Not Useful To Me
TMW1986 Master	18-Apr-2017 17:12        TMW1986 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Last min a lot buying at 68 cents. luladi      ( Date: 18-Apr-2017 13:12) Posted: buy lo, some time back. danger      ( Date: 18-Apr-2017 11:57) Posted:   last day to BUY IN before XD ... 67.5 cents .. any takers ?
Useful To Me  Not Useful To Me
luladi Member	18-Apr-2017 13:12        luladi About Contact  Quote this Post!
x 0   x 0  Alert Admin	buy lo, some time back. danger      ( Date: 18-Apr-2017 11:57) Posted:   last day to BUY IN before XD ... 67.5 cents .. any takers ?
Useful To Me  Not Useful To Me
danger Supreme	18-Apr-2017 11:57        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	last day to BUY IN before XD ... 67.5 cents .. any takers ?
Useful To Me  Not Useful To Me
skdaga Member	18-Apr-2017 10:23        skdaga About Contact  Quote this Post!
x 0   x 0  Alert Admin	It is good company at current price with consistently paying dividends. Better to go long on this
Useful To Me  Not Useful To Me
TMW1986 Master	18-Apr-2017 10:21        TMW1986 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Today last day before XD. Who is holding and who is selling? TMW1986      ( Date: 17-Apr-2017 20:56) Posted: You are right! :) mailaileh      ( Date: 17-Apr-2017 19:57) Posted: Just ignore the price movements and dividends announced, and focus on whether earnings are sustainable and recurring. Dividends is merely a  variant of earnings since it is a reit.  If based on sustainable recurring earnings, can get still get 7-8% after higher interest rate kicks in after 1-2 years (I haven' t done the calculation but Kimeng report seems to suggest so), then I think it is a pretty decent yield  play.  Then the  price movement of up down 5-10% is really just a shift of divdend yield of 7-8%. And if you think dividend yield of 7-8% is sweet level, then the price fluctuations of 5-10% won' t matter.
Useful To Me  Not Useful To Me

                                                         First   < Newer   401-420 of 753   Older>   Last