Post Reply
81-100 of 131
Problem about data centres is they are energy sapping. They also don't provide many jobs.
Delvyss ( Date: 12-Mar-2025 13:39) Posted:
|
From the look at Keppel DC Reit, data centres are in the limelight again.
Worth looking into other Reits with data centres in their asset profile.
Worth looking into other Reits with data centres in their asset profile.
If not now, then when?
The question shld be, if reits are that good an asset class now, when will most reits counters show an improvement in net profits and dpu?
The question shld be, if reits are that good an asset class now, when will most reits counters show an improvement in net profits and dpu?
THE GOOD, THE BAD & THE UGLY
The Good....Cuscaden Peak offers to privatise Paragon Reit for $2.78b
The Bad.....ESR-REIT proposes unit consolidation to stabilise trading volatility
The Ugly....Mapletree Industrial Drops 5% After JPMorgan Downgrade
But whether it' s good, bad or ugly, I say again , if not now, when?.....to wait for the prices to hit ath or 52wkhigh, then act?....... anyway, if u be ieve, do your due diligence, and make yourmove....trust me, . this is the year to start trusting the reits...... believe or not I not bothered.... JUST LOOK AT SEMBCORP .... I made a casual mention below, and it rocked the next day.... almost 5 % last Friday, almost 3% today.......in spite of so many negative comments on its negative financial statements, in spite of DOW massive fall, in spite of trump...... of course there must be reason to all these..... but the reasons I don' t want to koyok sell it is because that DS guy and his many clones is following me, and the other is for some strange reason, admin is restricting me to 2 posts a day...... I mean, the first 2 goes through easily, but the next one will need something like a thousand clicks for it to be posted successfully....... very waste of time....... any way I don' t lose a thing by not posting...... but if u believe the bm, juz have faith in six dollar SCI and eight dollar Keppel..... and yes, don' t forget UOBKH and HLA, HLS....I already mentioned them in so many places.... what they are doing now , is nothing, the best is yet to be.......
off to a week cruise holiday...../ again.....:)
The Good....Cuscaden Peak offers to privatise Paragon Reit for $2.78b
The Bad.....ESR-REIT proposes unit consolidation to stabilise trading volatility
The Ugly....Mapletree Industrial Drops 5% After JPMorgan Downgrade
But whether it' s good, bad or ugly, I say again , if not now, when?.....to wait for the prices to hit ath or 52wkhigh, then act?....... anyway, if u be ieve, do your due diligence, and make yourmove....trust me, . this is the year to start trusting the reits...... believe or not I not bothered.... JUST LOOK AT SEMBCORP .... I made a casual mention below, and it rocked the next day.... almost 5 % last Friday, almost 3% today.......in spite of so many negative comments on its negative financial statements, in spite of DOW massive fall, in spite of trump...... of course there must be reason to all these..... but the reasons I don' t want to koyok sell it is because that DS guy and his many clones is following me, and the other is for some strange reason, admin is restricting me to 2 posts a day...... I mean, the first 2 goes through easily, but the next one will need something like a thousand clicks for it to be posted successfully....... very waste of time....... any way I don' t lose a thing by not posting...... but if u believe the bm, juz have faith in six dollar SCI and eight dollar Keppel..... and yes, don' t forget UOBKH and HLA, HLS....I already mentioned them in so many places.... what they are doing now , is nothing, the best is yet to be.......
off to a week cruise holiday...../ again.....:)
aragosta ( Date: 20-Feb-2025 16:02) Posted:
|
https://www.businesstimes.com.sg/companies-markets/stocks-watch-seatrium-singpost-sasseur-reit-cse-global-united-hampshire-us-reit
aragosta ( Date: 20-Feb-2025 16:02) Posted:
|
As I said, if not now, then when?
This budget favours the stock market, the SGX reforms and revival stimulus will spurs the stock market further ..... plenty to talk over the weekend...... watch Sembcorp and Keppel.......
meanwhileBudget 2025: Income tax concessions, GST remission for S-Reits extended for 5 years
Budget 2025: Quick takes on tax incentives for companies, fund managers that list in Singapore
Reits, banks and grocers: Potential winners from Budget 2025 measures
This budget favours the stock market, the SGX reforms and revival stimulus will spurs the stock market further ..... plenty to talk over the weekend...... watch Sembcorp and Keppel.......
meanwhile
Budget 2025: Income tax concessions, GST remission for S-Reits extended for 5 years
https://www.businesstimes.com.sg/companies-markets/budget-2025-income-tax-concessions-gst-remission-s-reits-extended-5-years
Budget 2025: Quick takes on tax incentives for companies, fund managers that list in Singapore
https://www.businesstimes.com.sg/singapore/budget-2025-quick-takes-tax-incentives-companies-fund-managers-list-singapore
Reits, banks and grocers: Potential winners from Budget 2025 measures
https://www.businesstimes.com.sg/companies-markets/reits-banks-and-grocers-potential-winners-budget-2025-measures
Hope you have gathered enough :)
aragosta ( Date: 09-Feb-2025 20:06) Posted:
|
" The latest investment analysis on Capitaland Ascendas REIT "
https://www.dbs.com.sg/treasures/aics/templatedata/article/generic/data/en/GR/AXJ/CLAR_SP.xml
https://www.dbs.com.sg/treasures/aics/templatedata/article/generic/data/en/GR/AXJ/CLAR_SP.xml
Though there is correlation between reits price and treasury yield, we cannot be overly fixated on the yield price to track reits price.
Many other factors come into play. The most important of which is still demand for the properties held in the trusts and the revenue they generate.
Many other factors come into play. The most important of which is still demand for the properties held in the trusts and the revenue they generate.
10-Year Treasury Yield Falls to 4.535% -- Data Talk
https://www.morningstar.com/news/dow-jones/202502199779/10-year-treasury-yield-falls-to-4535-data-talk
Prediction of 10 year U.S. Treasury note yield from September 2019 to August 2025
" In December 2024, the yield on a 10-year U.S. Treasury note was 4.39 percent, forecasted to decrease to reach 3.27 percent by August 2025. Treasury securities are debt instruments used by the government to finance the national debt."
https://www.statista.com/statistics/247565/monthly-average-10-year-us-treasury-note-yield-2012-2013/#:~:text=Prediction%20of%2010%20year%20U.S.%20Treasury%20note%20rates%202019%2D2025& text=In%20December%202024%2C%20the%20yield,Who%20owns%20treasury%20notes%3F
" In December 2024, the yield on a 10-year U.S. Treasury note was 4.39 percent, forecasted to decrease to reach 3.27 percent by August 2025. Treasury securities are debt instruments used by the government to finance the national debt."
https://www.statista.com/statistics/247565/monthly-average-10-year-us-treasury-note-yield-2012-2013/#:~:text=Prediction%20of%2010%20year%20U.S.%20Treasury%20note%20rates%202019%2D2025& text=In%20December%202024%2C%20the%20yield,Who%20owns%20treasury%20notes%3F
Stocks hit record, US Treasury yields drop after inflation data, tariff plan
https://www.reuters.com/markets/global-markets-wrapup-1-2025-02-13/
Trump says lower interest rates would go hand-in-hand with tariffs
https://www.reuters.com/markets/us/trump-says-lower-interest-rates-would-go-hand-in-hand-with-tariffs-2025-02-12/
Trump demands lower interest rates as Powell goes to Hill
https://www.investmentnews.com/industry-news/trump-demands-lower-interest-rates-as-powell-goes-to-hill/259298
SGX CORPORATE RESULTS REPORTING
Release Dates for REITS & TRUSTS
DCR FY results 12/2 ath
IREIT FY results 26/2 ath
PARAGON FY results 10/2 ath
THE RESULTS SO FAR (continued)
CapitaLand Ascendas Reit reports 3.2% increase in H2 DPU to S$0.07681
XD: 13/2. Payment: 11/3
https://www.theedgesingapore.com/capital/results/capitaland-ascendas-reits-fy2024-dpu-inches-03-y-o-y
CapitaLand China Trust reports 12% fall in H2 DPU to S$0.0264
XD: 13/2. Payment: 27/3
https://www.theedgesingapore.com/capital/results/capitaland-china-trust-reports-162-decline-dpu-fy2024
Parkway Life Reit reports 1.3% fall in H2 DPU to S$0.0738 (less advance dpu of S$0.05 = S$0.0238)
XD: 12/2. Payment: 11/3
https://www.businesstimes.com.sg/companies-markets/reits-property/parkway-life-reit-h2-dpu-falls-1-3-s0-0738-enlarged-unit-base
CapitaLand Integrated Commercial Trust reports unchanged H2 DPU of S$0.0545 (less advance dpu of S$0.0216 = S$0.0329)
XD: 12/2 Payment: 21/3
https://www.businesstimes.com.sg/companies-markets/capitaland-integrated-commercial-trusts-h2-dpu-remains-s0-0545
Keppel Infrastructure Trust reports 54.2% fall in H2 DPU to S$0.019
XD: 10/2 Payment: 18/2
https://www.businesstimes.com.sg/companies-markets/keppel-infrastructure-trust-posts-54-2-lower-h2-dpu-s0-0195
Keppel Reit reports 3.4% fall in H2 DPU to S$0.028
XD: 5/2. Payment: 17/3
https://www.businesstimes.com.sg/companies-markets/keppel-reit-h2-2024-dpu-falls-3-4-cent-s0-028-manager-confident-strong-singapore-office-demand
CapitaLand India Trust reports 6% increase in H2 DPU to S$0.032
XD: 18/2. Payment: 27/3
https://www.theedgesingapore.com/capital/results/capitaland-india-trusts-fy2024-and-2hfy2024-dpu-rise-6-and-3-y-o-y-respectively
CapitaLand Ascott Trust reports 7% fall in H2 DPU to S$0.0355
XD: 5/2. Payment: 28/2
https://www.com.sg/companies-markets/capitaland-ascott-trust-posts-7-fall-h2-dps-s0-0355
AIMS APAC REIT reports 2.4% increase in Q3 DPU to S$0.024
XD: 17/2. Payment: 26/3
https://www.theedgesingapore.com/capital/results/aims-apac-reits-9mfy2025-dpu-11-707-cents-higher-revenue-and-npi
BUSINESS UPDATES
Frasers Hospitality Trust sees improved RevPAR in Q1 on sustained travel demand
https://www.businesstimes.com.sg/companies-markets/frasers-hospitality-trust-sees-improved-revpar-q1-sustained-travel-demand
Frasers Logistics & Commercial Trust leases 175,000 sq m in Q1, posts 94.3% occupancy rate
https://www.businesstimes.com.sg/companies-markets/reits-property/frasers-logistics-commercial-trust-leases-175000-sq-m-q1-posts-94-3-occupancy-rate
Treasury Yields Fall Further After Weak Services Data
https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-02-05-2025/card/treasury-yields-fall-further-after-weak-services-data-roZp45M088ao7XaCcHVM
Navigating S-REITs in 2025 and beyond: A defensive play with long-term growth potential
https://www.theedgesingapore.com/capital/investing-strategies/navigating-s-reits-2025-and-beyond-defensive-play-long-term-growth
5 Singapore Industrial REITs with Dividend Yields of 6.1% and Above (MIT, MLT, FLCT, AIMS, ESR)
https://thesmartinvestor.com.sg/5-singapore-industrial-reits-with-dividend-yields-of-6-1-and-above/
Best S-REITs in Singapore 2025 for Your Investment Portfolio (KDC, MIT, CLAR, FCT)
https://www.singsaver.com.sg/credit-card/blog/best-sreits-singapore-for-your-investment-portfolio
4 Singapore REITs that could unlock a lifetime of passive income&mdash Are you ready to cash in? (PWL, KDC, CLAS, FCT)
https://theindependent.sg/4-singapore-reits-that-could-unlock-a-lifetime-of-passive-income-are-you-ready-to-cash-in/
CORPORATE RESULTS REPORTING
Release Dates for REITS & TRUSTS
AIMS 3Q biz update 28/1
CLAR FY results 6/2 ath
CLAS FY results 27/1 bth
CICT FY results 5/2 bth
CLCT FY results 6/2 bth
CLINT FY results 27/1 ath
DCR FY results 12/2 ath
FLCT 1Q biz update 4/2
IREIT FY results 26/2 ath
KIT FY results 4/2 bth
KR FY results 27/1 ath
PARAGON FY results 10/2 ath
PARKWAYLIFE FY results 5/2 ath
THE RESULTS SO FAR
ESR Reit reports 15.9% fall in H2 DPU to S$0.00997 (less advance DPU of S$0.00722 = S$0.00275)
XD: 4/2. Payment: 14/3
https://www.businesstimes.com.sg/companies-markets/esr-reit-posts-15-9-fall-h2-dpu-s0-00997
Keppel DC REIT reports 13.2% increase in H2 DPU to S$0.04902 (less advance dpu of S$0.04083 = S$0.00819)
XD: 4/2 Payment: 17/3
https://www.theedgesingapore.com/capital/results/keppel-dc-reit-reports-slight-increase-dpu-fy2024-due-tokyo-acquisition-and-strong
OUE Reit reports 8.7% increase in H2 DPU to S$0.0113
XD: 3/2 Payment: 5/3
https://www.businesstimes.com.sg/companies-markets/oue-reits-h2-dpu-increases-8-7-s0-0113
Starhill Global Reit reports 1.1% increase in H1 DPU to S$0.018
XD: 3/2 Payment: 25/3
https://www.theedgesingapore.com/capital/results/starhill-global-reit-reports-1hfy2025-dpu-180-cents-11-higher-y-o-y
MPACT reports 9.1% fall in Q3 DPU to S$0.02 amid global headwinds
XD: 3/2 Payment: 7/3
https://www.theedgesingapore.com/capital/results/mpacts-dpu-falls-91-lower-y-o-y-200-cents-3qfy2025
Mapletree Industrial Trust reports 1.5% increase in Q3 DPU to S$0.0341
XD: 31/1. Payment: 14/3
https://www.businesstimes.com.sg/companies-markets/mapletree-industrial-trust-posts-1-5-rise-q3-dpu-s0-0341
Mapletree Logistics Trust reports 11.1% fall in Q3 DPU to S$0.02003
XD: 28/1 Payment: 13/3
https://sbr.com.sg/transport-logistics/news/mapletree-logistics-trust-dpu-down-111-002003-in-q3
Sabana Reit reports 32.2% increase in H2 DPU to S$0.0152, with 10% kept for capital management
XD: 28/1 Payment: 28/2
https://www.theedgesingapore.com/capital/results/sabana-reit-declares-improved-dpu-286-cents-fy2024-36-higher-y-o-y
BUSINESS UPDATES
Frasers Centrepoint Trust reports 99.5% retail portfolio occupancy for Q1
https://www.businesstimes.com.sg/companies-markets/frasers-centrepoint-trust-posts-99-5-retail-portfolio-occupancy-q1
https://www.theedgesingapore.com/capital/brokers-calls/maybank-expects-distributions-s-reits-stabilise-2h2025-growth-fy2026