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
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
SPH Reit is almost always the first company on my watchlist to release its results every quarter. This time, it took on an additional significance as it is my single largest holding currently. Thus, I was very keen to know how it performed in the last quarter. I heaved a sign of relief when the … Continue reading GREAT “Business as usual” for SPH Reit
Q3 2017 results release season for Singapore listed company has started. Yesterday, SPH Reit reported its Q3 result that was within expectation. For SPH Reit 1.37 cents per share dividend was declared, slightly lower than Q2 of 1.40 cents Dividend yield is ~ 5.5%, in the middle of its historical yield range of 5.0% to … Continue reading Q3 dividends declared by SReits so far are all lower – a sign of what to expect?
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?