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Time to buy, DCA once it goes below 15cents. Let's say the DPU just cut to 3cents. I will still get my capital after 5 years, the rest are evergreen profit, not withstanding the capital gain.
Of course the caveat is that it will just blow up and become insolvent which is very unlikely.
However, issue of more shares is highly likely.
Of course the caveat is that it will just blow up and become insolvent which is very unlikely.
However, issue of more shares is highly likely.
Oh ya, my bad. 22.5% drop in distribution (not NPI) because of change in fee structure (100% mgt fee paid in cash rather than units, otherwise, as units drop to the floor, the shareholder dilution shoot to the sky).
This manner of looking at things also can
I looking at sequential quarters earnings instead
4Q22 versus1Q23 had stablised, after adjusting for the changes in Manager' s fee payment structure
1Q23 is 1.25c dividend
I am assuming stable earnings now (in view 4Q22 and 1Q23 stable) after the overall huge drop last FY, partly also due to the changes in Manager' s fee payment structure
I looking at sequential quarters earnings instead
4Q22 versus1Q23 had stablised, after adjusting for the changes in Manager' s fee payment structure
1Q23 is 1.25c dividend
I am assuming stable earnings now (in view 4Q22 and 1Q23 stable) after the overall huge drop last FY, partly also due to the changes in Manager' s fee payment structure
marketuncle ( Date: 21-Jul-2023 14:30) Posted:
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last interim biz update already reported 22.5% drop in NPI, so reducing the DPU by the same amount, can' t expect anything more than 2.3 cts. Given current operating environment for US office, having DPU already v. good. Just don' t end up like MUST.
superstartup ( Date: 21-Jul-2023 11:22) Posted:
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Agree
Hence bought small small only. Bought with $ for long term dividend collection, and a small portion only
Manulife episode will knock Prime Manager and its SSH to plan way ahead
Also Prime has strong SSH. So am not worried that much
Hence bought small small only. Bought with $ for long term dividend collection, and a small portion only
Manulife episode will knock Prime Manager and its SSH to plan way ahead
Also Prime has strong SSH. So am not worried that much
Fallingman ( Date: 21-Jul-2023 11:34) Posted:
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same sentiment on dividend payout. I think upcoming dividend should not be an issue. More worried about the Dec 2023 annual portfolio valuation. That will impart the gearing, and seeing how manulife sink... we ought to be careful too.
superstartup ( Date: 21-Jul-2023 11:22) Posted:
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Wow
This has Temasek / Keppel as major shareholders also tio-ed dumped
Bought back too early
But NVM. Since bought small small for long term yield
Company announced result to be released on 10 Aug 2023, so no issue like Manulife, and there will be dividend payout of estimated 2.5c for 1H2023, period ending 30 Jun 2023
(1Q DPS is 1.25c, a much reduced dividend. And this dividend yet to pay as now Semi-Annual dividend payment)
Shall take the coming estimated 2.5c dividend 1st, and " off-set" my cost price
Trade / Invest with care
This has Temasek / Keppel as major shareholders also tio-ed dumped
Bought back too early
But NVM. Since bought small small for long term yield
Company announced result to be released on 10 Aug 2023, so no issue like Manulife, and there will be dividend payout of estimated 2.5c for 1H2023, period ending 30 Jun 2023
(1Q DPS is 1.25c, a much reduced dividend. And this dividend yet to pay as now Semi-Annual dividend payment)
Shall take the coming estimated 2.5c dividend 1st, and " off-set" my cost price
Trade / Invest with care
superstartup ( Date: 19-Jul-2023 13:49) Posted:
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Maybe catching a falling knife. But the valuation and price is too tempting. I bought in today!
No issue but sold down also
Agreed... Price gg down and shortist take advantage of Maulifereit weakness to add down pressure for this....
short and mid term bearish....
short and mid term bearish....talonn ( Date: 19-Jul-2023 13:46) Posted:
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In any case, invest only with the $ you can afford
And please perform your own DD
And please perform your own DD
superstartup ( Date: 19-Jul-2023 13:51) Posted:
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BTW, yesterday night, Prime announced that it will release its result on 8 Aug 2023
So no issue like Manulife
So no issue like Manulife
superstartup ( Date: 19-Jul-2023 13:49) Posted:
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Bought back this counter
See sponsor, has Temasek / Keppel inside
See shareholders, also have Temasek and Keppel inside
See sponsor, has Temasek / Keppel inside
See shareholders, also have Temasek and Keppel inside
The price is tempting but at the same time I dont have much confidence in US office REITs. Their workers union is strong and they keep pushing for WFH
hmmmmm
hmmmmm
Will this follow suit with ManulifeReit plunge soon.....? or this current price has oredi factored in revalutation losses...?mmmmmm scary sia.....
scary sia.....
buy the dip? Or is it a falling knife?
Sweeee. Best to buy the dip.
Started collecting at 0.2.
Chiong ah !
What goes down badly must surely rebound strongly.
Chart never lies. What you see with bombed out Manulife Reit will manifest itself in bombed out Prime Reit.
Just a matter of time.
In any case, these Reits are no small fly by night entities .
The trigger point for rebound or re-rating would be the end of rate hikes which everyone knows is approaching the final hurray.
Market always moves ahead and so should investors' mind set.
It may already have started for all you know.
Chart never lies. What you see with bombed out Manulife Reit will manifest itself in bombed out Prime Reit.
Just a matter of time.
In any case, these Reits are no small fly by night entities .
The trigger point for rebound or re-rating would be the end of rate hikes which everyone knows is approaching the final hurray.
Market always moves ahead and so should investors' mind set.
It may already have started for all you know.
n3wbie ( Date: 23-May-2023 21:00) Posted:
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