Home
Login Register
KOREReitUSD    Last:0.18    -0.002

Kep-KBS Reit

 Post Reply 601-620 of 660
 
marketuncle
    23-Oct-2018 14:18  
Contact    Quote!
Don' t know whether i see or calculated wrongly, at current price before XR, the yield is > 8.8%?! If so, looks like the current market correction brings about quite a few > > 7% yield REITS to the market :)

 
 
 
laksaman57
    23-Oct-2018 10:37  
Contact    Quote!
Pro forma post acquisition dpu ...dyodd

http://infopub.sgx.com/Apps?A=COW_CorpAnnouncement_Content&B=RSSAnnouncementToday&F=9GT7ZW1THAIT9MC4&H=fba6f45d43e7d2f20449a3d42251ff15302d3a2fd71a10b90d31aa958225d7a2
 
 
laksaman57
    23-Oct-2018 10:24  
Contact    Quote!
Rights issuance @50cts 😮
https://sgx.i3investor.com/servlets/anpth/341987.jsp
 

 
laksaman57
    23-Oct-2018 10:12  
Contact    Quote!
http://infopub.sgx.com/Apps?A=COW_CorpAnnouncement_Content&B=RSSAnnouncementToday&F=M7BBYTEGH9YHVGES&H=7e47caa6600ea3c7e71f4deef5ff6871450f357171cd69c0da6a786c1ad2a3c7

chengwh1      ( Date: 07-Oct-2018 17:42) Posted:

Yes,... so, opportunities coming in the fourth quarter would be :-
1) Rights Issue subscription for Keppel-KBS REIT.
2) IPO of KBS REIT
3) IPO of Ascendas-Singbridge REIT

Let' s see which one comes first,....

laksaman57      ( Date: 05-Oct-2018 12:51) Posted:

A sale worth waiting for 😉


 
 
chengwh1
    17-Oct-2018 23:06  
Contact    Quote!
Keppel-KBS US REIT reported results this evening,....

" A STABLE performance in line with its initial public offering (IPO) forecast, supported by strong leasing momentum, positive rental reversion and lower property expenses, boosted results for US office landlord Keppel-KBS US Reit in its third quarter. Source: The Business Times - Companies & Markets "

 
 
 
chengwh1
    07-Oct-2018 17:42  
Contact    Quote!
Yes,... so, opportunities coming in the fourth quarter would be :-
1) Rights Issue subscription for Keppel-KBS REIT.
2) IPO of KBS REIT
3) IPO of Ascendas-Singbridge REIT

Let' s see which one comes first,....

laksaman57      ( Date: 05-Oct-2018 12:51) Posted:

A sale worth waiting for 😉

chengwh1      ( Date: 05-Oct-2018 12:09) Posted:

So,... another USD REIT possibly coming,... Good to reserve USDs to buy,...


 

 
laksaman57
    05-Oct-2018 12:51  
Contact    Quote!
A sale worth waiting for 😉

chengwh1      ( Date: 05-Oct-2018 12:09) Posted:

So,... another USD REIT possibly coming,... Good to reserve USDs to buy,....

laksaman57      ( Date: 04-Oct-2018 20:28) Posted:

https://www.businesstimes.com.sg/real-estate/major-us-buy-sparks-talk-of-ascendas-singbridge-reit


 
 
chengwh1
    05-Oct-2018 12:09  
Contact    Quote!
So,... another USD REIT possibly coming,... Good to reserve USDs to buy,....

laksaman57      ( Date: 04-Oct-2018 20:28) Posted:

https://www.businesstimes.com.sg/real-estate/major-us-buy-sparks-talk-of-ascendas-singbridge-reit

 
 
laksaman57
    04-Oct-2018 20:28  
Contact    Quote!
https://www.businesstimes.com.sg/real-estate/major-us-buy-sparks-talk-of-ascendas-singbridge-reit
 
 
chengwh1
    02-Oct-2018 23:11  
Contact    Quote!
When the KBS IPO is confirmed ready to go, Keppel-KBS US REIT may decline further because of the ' competition' ,...

SimpleTrade      ( Date: 02-Oct-2018 12:05) Posted:

Yeah, maybe. Funds suppressed the share price to scoop cheap. FLIT case also the same.

Still waiting for their 1 billion reit ipo leh.

 

 
SimpleTrade
    02-Oct-2018 12:05  
Contact    Quote!
Yeah, maybe. Funds suppressed the share price to scoop cheap. FLIT case also the same.

Still waiting for their 1 billion reit ipo leh.
 
 
chengwh1
    02-Oct-2018 09:48  
Contact    Quote!
Dropped further this morning,... I would say it' s approaching the Rights Issue price that Keppel-KBS is going to issue the Rights at soon with the acquisition of the many buildings at Seattle. The investing public may not know what this price is,... but some will know,...

SimpleTrade      ( Date: 26-Sep-2018 10:32) Posted:

More likely to do with the market sentiment. Rising interest rate, trade war, currency volatilty. Funds are avoiding reits at this moment.

Also, the idea of another kbs reit competing against itself seems to confuse investors.

 
 
SimpleTrade
    26-Sep-2018 10:32  
Contact    Quote!
More likely to do with the market sentiment. Rising interest rate, trade war, currency volatilty. Funds are avoiding reits at this moment.

Also, the idea of another kbs reit competing against itself seems to confuse investors.
 
 
chengwh1
    25-Sep-2018 09:04  
Contact    Quote!
I' m in Australia at the moment,... culd hve been becuse of the environment,....

I suddenly realized why the price of KKBSR kept sliding downwards in the last few weeks.... the idea just came to me ' like  a lightbulb lighting-up' .

That' s because the mkt was anticipating the first acquisition coming-in, and that this mgr would do an RI to finance this first one.

What do you guys think of my hypothesis ?

 

laksaman57      ( Date: 24-Sep-2018 12:07) Posted:

"The acquisition will be financed with the proceeds from an equity fund raising, debt financing and internal cash resources. The Manager will determine the structure and timing of the equity fund raising, subject to the then prevailing market conditions."

 
 
SimpleTrade
    24-Sep-2018 12:40  
Contact    Quote!
Lets see what gd deal kep-kbs can offer
 

 
laksaman57
    24-Sep-2018 12:07  
Contact    Quote!
"The acquisition will be financed with the proceeds from an equity fund raising, debt financing and internal cash resources. The Manager will determine the structure and timing of the equity fund raising, subject to the then prevailing market conditions."
 
 
chengwh1
    24-Sep-2018 10:23  
Contact    Quote!
Finally,... the first acquisition post-IPO has taken place :-

http://kepcapital.com/en/news_item.aspx?sid=6638& aid=8001

And with this first acquisition post-IPO, the sttement tht I' ve been witing for hs emerged :-

" The acquisition is expected to be yield accretive, and is in line with our strategy to acquire distinctive assets in first choice submarkets and create long term value for our Unitholders."
 
 
 
laksaman57
    31-Aug-2018 11:35  
Contact    Quote!
Don't know leh
Just guessing
Noticed that in ESR/Viva merger

chengwh1      ( Date: 31-Aug-2018 11:09) Posted:

Bro laksaman,... you mean they' re preparing for a merger, so they' re pressing the price down so that it will help the merger to pull-though successfully, more so  for the other party, so that they don' t need to pay too much ?

laksaman57      ( Date: 31-Aug-2018 08:43) Posted:

Merger at a premium to "last traded" price ?


 
 
chengwh1
    31-Aug-2018 11:09  
Contact    Quote!
Bro laksaman,... you mean they' re preparing for a merger, so they' re pressing the price down so that it will help the merger to pull-though successfully, more so  for the other party, so that they don' t need to pay too much ?

laksaman57      ( Date: 31-Aug-2018 08:43) Posted:

Merger at a premium to "last traded" price ?

 
 
SimpleTrade
    31-Aug-2018 08:46  
Contact    Quote!
Bro, dont think got so many merger .
 
Important: Please read our Terms and Conditions and Privacy Policy .