Click here for the link to Dividend Table for Watchlist Companies Updated: 18 Oct 2017 Keppel Reit, Div = 1.4 cents, Rolling Yield = 4.9%, Last Div-Cum Date = 23 Oct ESR Reit, Div = 0.964 cents, Rolling Yield = 6.8%, Last Div-Cum Date = 23 Oct Today highlight: Keppel Corp Results …. but not … Continue reading Dividend Updates for Watchlist (18-Oct)
I did some research on MapleTree Commercial Trust (MCT) and found it a solid company to consider investing in. Although the current share price provides good value, I will accumulate more when its share price is $1.47 and below to satisfy the “safety margin” that I set for myself. Below are my key … Continue reading Accumulating MapleTree Commercial Trust
Early this March, I started a trial to see if an Index Portfolio made of Bonds, Equities, Gold and Reits would outperform STI (pure equities) in the long run. I set up this trial because I was intrigued by the concept of the permanent portfolio, which claims to outperform most pure asset class. At end … Continue reading My Index Portfolio Update – Q3
For some of you who have been following my blog posting, you may remember that I did a blog post about Starhill Global Reit four months back. Click here to access it In that post, I mentioned the reasons why I was attracted to Starhill Global Reit. To recap, they are: Excellent Properties A stable … Continue reading Cracks appearing in Starhill Global Reit
Time passes very fast, we are entering the last quarter of this year soon. 2 companies - SPH Reit and Fraser Commercial Trust have already announced the dates when they will announce their quarterly results. I expect more companies to announce this week. In preparation, I have created a page that contains the Q4 2017 … Continue reading Awaiting Q4 Dividends Eagerly
“We maintained our buy call on Far East Hospitality Trust with a revised target price of $0.70 … We believe 1H17 marks the cyclical low in FEHT’s earnings and FEHT should report sequential improvements in DPU going forward as we approach 2018 … FEHT valuations are attractive, trading at c.0.75x P/BV and offering a high … Continue reading Far East Hospitality Trust – Sell Now First Buy Later Maybe
In my last blog post: "Surprise in Reits ETFs Review!", I mentioned that I would just buy Phillip Singapore Real Estate Income Fund (PUT) instead of buying individual REITs on local market when the share price of SG Reits (i.e also implied for PUT) decline to an attractive level.Following that, I have received questions of "what … Continue reading Phillip Singapore Real Estate Income Fund – What price to enter?
This weekend I decided to review the performance of the Reits "ETF" available to local investors. Thinking it was probably a boring routine task, BOY!, I was stunned by what I found. Hence, I decided to share them with you below ... There are 2 listed Reits ETFs on the Singapore stock market. They are: … Continue reading Surprise in Reits ETFs Review!
With the dust settled on the results released by the Reits and Business Trusts in Q3, I spent some time to analyse the changes to Q2 and Q1 in hope of identifying any big themes to aid my investment decisions. I like to share my observations with you below. The table at the end of … Continue reading Reits & Business Trusts – Q3 review
I know it has been a while since I last created a new post. I hope I didn't lose too many of you - my dear readers. Although I struggle to find time lately to write, I have been diligently tracking the release of results of the stocks on my watchlist and the dividends that … Continue reading Reflections on Dividends Declared in Q3 2017