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Latest Forum Topics / Keppel Reit    Last:0.85 --  Post Reply
K-REIT
BigCannonFairy
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12-Feb-2015 19:11     
 
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CBD office rents jump over 14% in 2014, record largest gain in Asia Pacific



https://sg.finance.yahoo.com/news/cbd-office-rents-jump-over-075100894.html
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Novice13
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03-Feb-2015 19:19     
 
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 Alert Admin 		If I am not wrong, K-reit outstanding units has increased considerably due to its recent units placement issue. That why its most recent dpu payout is lower than its previous quarters.

everknight      ( Date: 03-Feb-2015 19:01) Posted:



I just noticed K-REIT dividend Q4 2014 is lower compared to Q4 2013. In fact, it seems DPU has been decreasing quarter over quarter in 2014. 

1-Oct-2012 - 31-Dec-2012: $1.97 DPU (Full Year 2012: $7.77 DPU)

1-Oct-2013 - 31-Dec-2013: $1.97 DPU  (Full Year 2013: $7.88 DPU)

1-Oct-2014 - 31-Dec-2014: $1.51 DPU  (Full Year 2014: $7.23 DPU)

Source:  http://www.keppelreit.com/IR-FI-Distribution-History.aspx

Can anyone shed some light on this? Is it time to get out?

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everknight
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03-Feb-2015 19:01     
 
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I just noticed K-REIT dividend Q4 2014 is lower compared to Q4 2013. In fact, it seems DPU has been decreasing quarter over quarter in 2014. 

1-Oct-2012 - 31-Dec-2012: $1.97 DPU (Full Year 2012: $7.77 DPU)

1-Oct-2013 - 31-Dec-2013: $1.97 DPU  (Full Year 2013: $7.88 DPU)

1-Oct-2014 - 31-Dec-2014: $1.51 DPU  (Full Year 2014: $7.23 DPU)

Source:  http://www.keppelreit.com/IR-FI-Distribution-History.aspx

Can anyone shed some light on this? Is it time to get out?
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infoshare
Senior
30-Jan-2015 11:17     
 
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Book value per share   S$ 1.40 
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tohchinhwee
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29-Jan-2015 09:05     
 
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moving up slowly
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everknight
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27-Jan-2015 18:52     
 
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But dividend yield has been good at 7%+. 

And at 100% occupancy already, not sure if got room to move up...
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everknight
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27-Jan-2015 18:48     
 
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I think he is referring to Keppel Land.

I' m vested but I' m concerned about their gearing. Always so high.

BigCannonFairy      ( Date: 27-Jan-2015 18:15) Posted:



this reit only 1.20?

Move by 90cents?

junction      ( Date: 27-Jan-2015 18:13) Posted:



Hasnt it just moved by a huge 90cts on Monday?


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BigCannonFairy
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27-Jan-2015 18:15     
 
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this reit only 1.20?

Move by 90cents?

junction      ( Date: 27-Jan-2015 18:13) Posted:



Hasnt it just moved by a huge 90cts on Monday?

tohchinhwee      ( Date: 27-Jan-2015 14:00) Posted:



Most of the REITs have move up.  This stock will eventually follow.  Good to hold on for mid term.


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junction
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27-Jan-2015 18:13     
 
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Hasnt it just moved by a huge 90cts on Monday?

tohchinhwee      ( Date: 27-Jan-2015 14:00) Posted:



Most of the REITs have move up.  This stock will eventually follow.  Good to hold on for mid term.

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tohchinhwee
Senior
27-Jan-2015 14:00     
 
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Most of the REITs have move up.  This stock will eventually follow.  Good to hold on for mid term.
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BigCannonFairy
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23-Jan-2015 10:54     
 
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Wrong link bro?

ytoh1688      ( Date: 23-Jan-2015 09:11) Posted:



http://www.sharejunction.com/sharejunction/postMessage.htm?topicId=3120& msgbdName=Keppel%20Reit

Insider adding

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ytoh1688
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23-Jan-2015 09:11     
 
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http://www.sharejunction.com/sharejunction/postMessage.htm?topicId=3120& msgbdName=Keppel%20Reit

Insider adding
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BigCannonFairy
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11-Jan-2015 23:05     
 
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Nine of 11 Keppel REIT' s office towers in Singapore and Australia achieves 100% occupancy
  Source:  TheEdge Markets     |     Publish date:  Sun, 11 Jan 18:45     |       > > Read article in News website 


SINGAPORE (Jan 11): Nine of Keppel REIT' s 11 completed office towers in Singapore and Australia have achieved 100% committed occupancy, said its management.

This includes Bugis Junction Towers, Marina Bay Financial Centre (MBFC) Towers 1 and 2, the North and South Towers at One Raffles Quay as well as Ocean Financial Centre in Singapore.

In a regulatory filing, Keppel REIT Management also said occupancy at the newly acquired MBFC Tower 3 has also increased to 97% from 94% when Keppel REIT first announced the proposed acquisition in mid-September 2014.
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BigCannonFairy
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08-Jan-2015 12:04     
 
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Chart of the Day: Expect premium office space rents to increase up to 15% in 2015



https://sg.finance.yahoo.com/news/chart-day-expect-premium-office-013900973.html
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BigCannonFairy
Master
05-Jan-2015 22:40     
 
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Singapore office rents named among Asia&rsquo s steepest: CBRE report
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BigCannonFairy
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09-Dec-2014 13:16     
 
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Foreign buyers troop to Singapore&rsquo s bustling office market



https://sg.finance.yahoo.com/news/foreign-buyers-troop-singapore-bustling-043400507.html

BigCannonFairy      ( Date: 28-Nov-2014 11:33) Posted:

Average rents for Marina Bay offices to breach $14 psf per month in 2015



https://sg.finance.yahoo.com/news/average-rents-marina-bay-offices-022400584.html

BigCannonFairy      ( Date: 20-Nov-2014 17:41) Posted:

Singapore prime office rents surged 18.6% in Q3



https://sg.finance.yahoo.com/news/singapore-prime-office-rents-surged-071300813.html


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BigCannonFairy
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28-Nov-2014 11:33     
 
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Average rents for Marina Bay offices to breach $14 psf per month in 2015



https://sg.finance.yahoo.com/news/average-rents-marina-bay-offices-022400584.html

BigCannonFairy      ( Date: 20-Nov-2014 17:41) Posted:

Singapore prime office rents surged 18.6% in Q3



https://sg.finance.yahoo.com/news/singapore-prime-office-rents-surged-071300813.html

BigCannonFairy      ( Date: 14-Nov-2014 23:31) Posted:

Resilient office rents propped up Ho Bee&rsquo s profits in Q3



https://sg.finance.yahoo.com/news/resilient-office-rents-propped-ho-080200534.html


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haruta
Elite
20-Nov-2014 19:08     
 
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 Alert Admin 		TOO EXPENSIVE. BELOW A DOLLAR I MIGHT CONSIDER.
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BigCannonFairy
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20-Nov-2014 17:41     
 
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Singapore prime office rents surged 18.6% in Q3



https://sg.finance.yahoo.com/news/singapore-prime-office-rents-surged-071300813.html

BigCannonFairy      ( Date: 14-Nov-2014 23:31) Posted:

Resilient office rents propped up Ho Bee&rsquo s profits in Q3



https://sg.finance.yahoo.com/news/resilient-office-rents-propped-ho-080200534.html

BigCannonFairy      ( Date: 31-Oct-2014 20:43) Posted:

In singapore analysts don' t forecast, they describe whatever happen in the market right now as if investors couldn' t see for themselve.

https://sg.finance.yahoo.com/news/why-singapore-developers-worse-funding-005200126.html

Barclay analyst:

  We prefer Singapore REITs to developers with OWs on KREIT, CCT, MINT, AREIT and CMT, UW on City Developments and Keppel Land.



Developers &ndash short term debt up 45% y/y to S$14bn: According to Bloomberg' s data, developers' total short term borrowings climbed 45% y/y to S$14bn as of Jun 2014, a record high in the past ten years (Fig 1). Aggregate net debt/equity gearing rose to 32% as of June 2014 from 27% in 2013, which is also the highest level since 2011. With private developer volumes down 52% y/y YTD, we believe developers, especially those which rely most on the Singapore residential market, could face more funding pressure than before. The saving grace is that aggregate short term debt remained relatively stable at 22% of total debt, in line with its historical average. Among the major developers, most developers saw an increase in short term debt and net gearing levels y/y except for Keppel Land which saw short term debt fall (though gearing still up) and GLP, which saw net gearing decline (though short term debt still up).

REITs &ndash S$1bn/S$6bn borrowings due 2014/2015: On the other hand, our analysis on the universe of REITs' debt profile suggests that only S$1bn (3%) and S$6bn (17%) of their total S$35bn borrowings are due 2014 and 2015, respectively. The overall debt/asset gearing ratio for Singapore REITs gradually improved to 32% as of end-June 2014 from 33% one year ago and 34% two years ago. Based on our estimates, the weighted average term to maturity for REITs' debt has been stretched to 3.4 years. We see limited refinancing risk in the REIT space given less absolute short term debt due, improved gearing and stable recurrent rental income from improving commercial markets. The capital management appears prudent among REIT names, as most REITs appear to have refinanced ahead of their short term debt expiries. Notably, Singapore office REITs have the longest average debt maturity of 3.7 years among sectors (CCT: 4 years, KREIT: 3.5 years).

We like KREIT, CCT, MINT, AREIT and CMT: Overall the REITs are in a better shape on the back of improved gearing, fewer short term refinancing needs and support from recurrent rental income, while developers could face more headwinds. We expect the fundamentals of the Singapore housing market to deteriorate with home prices to fall another 15% towards the end of 2015. We reiterate our preference for REITs to developers. Our OWs are KREIT, CCT, MINT, AREIT and CMT. 


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BigCannonFairy
Master
14-Nov-2014 23:31     
 
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Resilient office rents propped up Ho Bee&rsquo s profits in Q3



https://sg.finance.yahoo.com/news/resilient-office-rents-propped-ho-080200534.html

BigCannonFairy      ( Date: 31-Oct-2014 20:43) Posted:

In singapore analysts don' t forecast, they describe whatever happen in the market right now as if investors couldn' t see for themselve.

https://sg.finance.yahoo.com/news/why-singapore-developers-worse-funding-005200126.html

Barclay analyst:

  We prefer Singapore REITs to developers with OWs on KREIT, CCT, MINT, AREIT and CMT, UW on City Developments and Keppel Land.



Developers &ndash short term debt up 45% y/y to S$14bn: According to Bloomberg' s data, developers' total short term borrowings climbed 45% y/y to S$14bn as of Jun 2014, a record high in the past ten years (Fig 1). Aggregate net debt/equity gearing rose to 32% as of June 2014 from 27% in 2013, which is also the highest level since 2011. With private developer volumes down 52% y/y YTD, we believe developers, especially those which rely most on the Singapore residential market, could face more funding pressure than before. The saving grace is that aggregate short term debt remained relatively stable at 22% of total debt, in line with its historical average. Among the major developers, most developers saw an increase in short term debt and net gearing levels y/y except for Keppel Land which saw short term debt fall (though gearing still up) and GLP, which saw net gearing decline (though short term debt still up).

REITs &ndash S$1bn/S$6bn borrowings due 2014/2015: On the other hand, our analysis on the universe of REITs' debt profile suggests that only S$1bn (3%) and S$6bn (17%) of their total S$35bn borrowings are due 2014 and 2015, respectively. The overall debt/asset gearing ratio for Singapore REITs gradually improved to 32% as of end-June 2014 from 33% one year ago and 34% two years ago. Based on our estimates, the weighted average term to maturity for REITs' debt has been stretched to 3.4 years. We see limited refinancing risk in the REIT space given less absolute short term debt due, improved gearing and stable recurrent rental income from improving commercial markets. The capital management appears prudent among REIT names, as most REITs appear to have refinanced ahead of their short term debt expiries. Notably, Singapore office REITs have the longest average debt maturity of 3.7 years among sectors (CCT: 4 years, KREIT: 3.5 years).

We like KREIT, CCT, MINT, AREIT and CMT: Overall the REITs are in a better shape on the back of improved gearing, fewer short term refinancing needs and support from recurrent rental income, while developers could face more headwinds. We expect the fundamentals of the Singapore housing market to deteriorate with home prices to fall another 15% towards the end of 2015. We reiterate our preference for REITs to developers. Our OWs are KREIT, CCT, MINT, AREIT and CMT. 

BigCannonFairy      ( Date: 24-Oct-2014 14:48) Posted:



Already say office demand is going to rise liao, but all the bank analysts stll make sell calls.  Maybe Banks should just sack all their high paying analysts and hire me, the  大 炮 仙   instead.

Office space prices up, but retail space prices soften slightly in Q3: URA



http://www.channelnewsasia.com/news/business/office-space-prices-up/1432238.html


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