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
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
“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
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
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, #fixedincome, #bonds, #preference shares, #Reits Are you a relatively conservative investor that are happy to receive a stable, regular and decent return BUT are not so risk adverse as to want to park your money only in "risk-free" investments like government bonds, fixed deposits etc? Then these investments types may interest … Continue reading Corporate Bonds, Preference Shares, Reits – How to decide?
Contributed by: Warriortan, #investforyourself, #reversiontomean Last week, I published a blog around the use of Reversion to Mean methodology on Dividend Yield to determine entry and exit price for Reits Investments. To my surprise, it was hugely popular and it received the highest number of views I ever have for a single post. Thank you … Continue reading Reversion to Mean using Net Asset Value