Dangerous to buy based on yield

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

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High 10 with CRCT & Starhill Global

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

Capitaland Retail China 7.7% Yield is Attractive

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, my latest target!

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!

Alternate REITs Buy Trigger = Reversion to Mean Dividend Yield

First, I like to wish all my Chinese readers a very Happy New Year, 祝你 恭喜发财, 万事如意,  身体健康! A week has passed since the shocking week and guess what, the US stock markets have turned around and now marched steadily and confidently forward despite the 10 years Treasury yield rising to recent record levels which was the … Continue reading Alternate REITs Buy Trigger = Reversion to Mean Dividend Yield

Accumulating MapleTree Commercial Trust

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

Far East Hospitality Trust – Sell Now First Buy Later Maybe

“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

Phillip Singapore Real Estate Income Fund – What price to enter?

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?