It has been almost a month since my last post. There was no new inspiration that came to me to want to pen something down in the last few weeks. However, its a different story on the trading front. Reflecting on my trading activities for the last few weeks, I realise that I did quite … Continue reading Queen Mary (EHT)
Following my post yesterday, some of you had inquired about my dividends. Sorry I am not comfortable to reveal the amount but I am happy to share my STAR dividend contributors in Q3 and also Year-To-Date. To Recap, my dividend yield year to date is 4.5% on cash investment. It is spread out relatively well … Continue reading My Star Dividend Contributors Revealed
The last company on my watchlist reported its quarterly results and dividend declaration on 14-Aug. Along with that, I was able to establish that my dividend yield on cash investment (up to today) is 4.5%. I do not see an issue meeting my 5.0% target by end of the year. My dividend yield received a … Continue reading 4.5% Yield Year-To-Date, helped by Leverage
It would be so boring if I write another blog post about what I bought again. So I will start with a different topic before doing a short one on my "Buy" this week ... Yes, its another "Buy" week for me amidst all the chaos in the market recently. SReits are beginning to show weaknessesWhile reviewing … Continue reading SReits are beginning to show weaknesses
The headline of SPH REIT's press release last Friday read "SPH Reit 2Q 2019 Distribution Income 2.5% Higher Year-on-Year". However, looking into the numbers, the cash distribution available was only up 1.0% and the DPU increase was even smaller at +0.4%. This is despite SPH Reit increasing the "cash payout ratio" from 96.8% last year … Continue reading SPH Reit DPU Steady as a Rock but Risk has also increased
The headlines from their latest Media Release last week screamed “SPH REIT delivered steady distribution. 1Q 2019 DPU held steady at 1.34 cents. Figtree Grove Shopping Centre – yield-accretive acquisition in New South Wales, Australia”. As an income investor, I am naturally happy. But is everything so rosy for SPH Reit? I somehow didn’t feel … Continue reading SPH Reit: Is Declining Occupancy starting to Bite?
When I mentioned that Capitaland Retail China's 7.7% yield was attractive in my previous post, one reader rightly pointed out that it is "dangerous to buy based on yield". I cannot agree more. I hope NONE of you will go away with this idea after reading my blog that we should only look at dividend yield … Continue reading Dangerous to buy based on yield
It is great to see STI rebounding today after a few days of gloomy mood. I am also happy to know of CRCT and Starhill Global quarter results yesterday. Although CRCT did not distribute dividends (as expected), I am very pleased that its operational performance has been good and it should support a 7.7% yield … Continue reading High 10 with CRCT & Starhill Global
Dividend yield of Capitaland Retail China Trust (CRCT) is currently 7.7%, based on last 12 months trailing dividend distribution. I find this highly attractive as it is even higher than the 5.9% - 7.6% yield range that it has historically traded at. CRCT's share price closed at $1.36 on Friday. We have to go back … Continue reading Capitaland Retail China 7.7% Yield is Attractive
Capitaland Retail China (CRC) at the current price is now my latest target. This conclusion is based on my evaluation of the current yield of selected Reits relative to the last 3-5 years historical yield performance. See chart below. In my "similar" post last month, I mentioned I was attracted to Starhill Global Reit (SGR) at 66.5 … Continue reading CapitaLand Retail China, my latest target!