Recently, I downloaded all the past years annual reports of Fraser Centrepoint Trust (FCT) and did some analysis on them. The reason was because I thought of initiating a position in FCT and I was wondering at what price I should enter. FCT has always been on my radar screen and I had bought a … Continue reading My plan for Fraser Centrepoint Trust
Following my last blog on my top 5 holdings, I have been receiving questions from readers on why SPH is on the top of the list (and by the way, it is still there today) There is no special reason - it was partly because I sold the previous top few Reits and then SPH started … Continue reading SPH: Is there a safe level to buy?
All the SReits had already released their quarterly results. Below is a table that shows the Q2 Yield, Q1 Yield and the Delta between the two yields (Q2-Q1) of selected SReits and Business Trusts listed on our local stock exchange. For clarity, in this post, I defined yield as the sum of the last 4 … Continue reading SReits – Time to take some profit
Contributed by: Warriortan, #investforyourself, #starhillglobal Please note that I am vested in Starhill Global REIT . One reader asked if I can share my views on Starhill Global Reit in a dedicated post. He made this request after I commented that I am considering to accumulate it at the current price level. Over last weekend, … Continue reading Accumulating Starhill Global Reit @ 73.5 c & Below
Contributed by Warriortan, #investforyourself In a recent workshop, I came across this theory of applying the concept of "Reversion To Mean" to equity investments. I felt that it made logical senses and since then, I have added this as an additional tool to my toolbox to investing. So what is "Revision-to-mean" concept? According to Investopedia, … Continue reading Using Reversion to Mean for Reit Investments
Contributed by: Warriortan Ascott Residence Trust (ART:SP) has leapfrogged SPH Reit (SPHREIT:SP) to become the #3 largest stockholding in my portfolio after the recent rights issue. By value, it is 4.2% of my total portfolio now. Some of you may still remember my previous blog-post on SPH Reit in which I outlined my reasons for … Continue reading Ascott Residence Trust: Should I or Should I Not?
Contributed by Warriortan Starting from next week, Singapore listed companies will start to report their quarterly results. As usual, the first to go is SPH Reit (as they ended their financial quarter in Feb). Among with it are companies like SPH and Soilbuild Business Space Reit. In this week's blog, I will share my learning, … Continue reading Positioning for SPH Reit