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In REITS we TRUST
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MrBear12
Supreme |
12-Mar-2025 14:29
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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Problem about data centres is they are energy sapping. They also don't provide many jobs.
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Delvyss
Elite |
12-Mar-2025 13:39
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From the look at Keppel DC Reit, data centres are in the limelight again. Worth looking into other Reits with data centres in their asset profile. |
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MrBear12
Supreme |
25-Feb-2025 05:53
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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If not now, then when?
The question shld be, if reits are that good an asset class now, when will most reits counters show an improvement in net profits and dpu? |
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aragosta
Supreme |
25-Feb-2025 00:31
Yells: "BBs never say why when they buy; never tell when they sell" |
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THE GOOD, THE BAD & THE UGLY The Good....Cuscaden Peak offers to privatise Paragon Reit for $2.78b The Bad.....ESR-REIT proposes unit consolidation to stabilise trading volatility The Ugly....Mapletree Industrial Drops 5% After JPMorgan Downgrade But whether it' s good, bad or ugly, I say again , if not now, when?.....to wait for the prices to hit ath or 52wkhigh, then act?....... anyway, if u be ieve, do your due diligence, and make yourmove....trust me, . this is the year to start trusting the reits...... believe or not I not bothered.... JUST LOOK AT SEMBCORP .... I made a casual mention below, and it rocked the next day.... almost 5 % last Friday, almost 3% today.......in spite of so many negative comments on its negative financial statements, in spite of DOW massive fall, in spite of trump...... of course there must be reason to all these..... but the reasons I don' t want to koyok sell it is because that DS guy and his many clones is following me, and the other is for some strange reason, admin is restricting me to 2 posts a day...... I mean, the first 2 goes through easily, but the next one will need something like a thousand clicks for it to be posted successfully....... very waste of time....... any way I don' t lose a thing by not posting...... but if u believe the bm, juz have faith in six dollar SCI and eight dollar Keppel..... and yes, don' t forget UOBKH and HLA, HLS....I already mentioned them in so many places.... what they are doing now , is nothing, the best is yet to be....... off to a week cruise holiday...../ again.....:)
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teeth53
Supreme |
20-Feb-2025 23:52
Yells: "don't learn through life, learn to grow with life " |
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https://www.businesstimes.com.sg/companies-markets/stocks-watch-seatrium-singpost-sasseur-reit-cse-global-united-hampshire-us-reit
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aragosta
Supreme |
20-Feb-2025 16:02
Yells: "BBs never say why when they buy; never tell when they sell" |
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As I said, if not now, then when? This budget favours the stock market, the SGX reforms and revival stimulus will spurs the stock market further ..... plenty to talk over the weekend...... watch Sembcorp and Keppel....... meanwhile Budget 2025: Income tax concessions, GST remission for S-Reits extended for 5 years
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Delvyss
Elite |
20-Feb-2025 09:59
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Hope you have gathered enough :)
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Delvyss
Elite |
20-Feb-2025 09:58
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" The latest investment analysis on Capitaland Ascendas REIT " https://www.dbs.com.sg/treasures/aics/templatedata/article/generic/data/en/GR/AXJ/CLAR_SP.xml |
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MrBear12
Supreme |
20-Feb-2025 09:53
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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Though there is correlation between reits price and treasury yield, we cannot be overly fixated on the yield price to track reits price. Many other factors come into play. The most important of which is still demand for the properties held in the trusts and the revenue they generate. |
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Delvyss
Elite |
20-Feb-2025 09:39
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10-Year Treasury Yield Falls to 4.535% -- Data Talkhttps://www.morningstar.com/news/dow-jones/202502199779/10-year-treasury-yield-falls-to-4535-data-talk |
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Delvyss
Elite |
14-Feb-2025 09:30
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Prediction of 10 year U.S. Treasury note yield from September 2019 to August 2025 " In December 2024, the yield on a 10-year U.S. Treasury note was 4.39 percent, forecasted to decrease to reach 3.27 percent by August 2025. Treasury securities are debt instruments used by the government to finance the national debt." https://www.statista.com/statistics/247565/monthly-average-10-year-us-treasury-note-yield-2012-2013/#:~:text=Prediction%20of%2010%20year%20U.S.%20Treasury%20note%20rates%202019%2D2025& text=In%20December%202024%2C%20the%20yield,Who%20owns%20treasury%20notes%3F |
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Delvyss
Elite |
14-Feb-2025 09:03
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Stocks hit record, US Treasury yields drop after inflation data, tariff plan
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Delvyss
Elite |
13-Feb-2025 09:56
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Trump says lower interest rates would go hand-in-hand with tariffshttps://www.reuters.com/markets/us/trump-says-lower-interest-rates-would-go-hand-in-hand-with-tariffs-2025-02-12/ |
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Delvyss
Elite |
13-Feb-2025 09:19
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Trump demands lower interest rates as Powell goes to Hillhttps://www.investmentnews.com/industry-news/trump-demands-lower-interest-rates-as-powell-goes-to-hill/259298 |
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aragosta
Supreme |
09-Feb-2025 20:06
Yells: "BBs never say why when they buy; never tell when they sell" |
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SGX CORPORATE RESULTS REPORTING Release Dates for REITS & TRUSTS DCR FY results 12/2 ath IREIT FY results 26/2 ath PARAGON FY results 10/2 ath THE RESULTS SO FAR (continued) CapitaLand Ascendas Reit reports 3.2% increase in H2 DPU to S$0.07681 XD: 13/2. Payment: 11/3 https://www.theedgesingapore.com/capital/results/capitaland-ascendas-reits-fy2024-dpu-inches-03-y-o-y CapitaLand China Trust reports 12% fall in H2 DPU to S$0.0264 XD: 13/2. Payment: 27/3 https://www.theedgesingapore.com/capital/results/capitaland-china-trust-reports-162-decline-dpu-fy2024 Parkway Life Reit reports 1.3% fall in H2 DPU to S$0.0738 (less advance dpu of S$0.05 = S$0.0238) XD: 12/2. Payment: 11/3 https://www.businesstimes.com.sg/companies-markets/reits-property/parkway-life-reit-h2-dpu-falls-1-3-s0-0738-enlarged-unit-base CapitaLand Integrated Commercial Trust reports unchanged H2 DPU of S$0.0545 (less advance dpu of S$0.0216 = S$0.0329) XD: 12/2 Payment: 21/3 https://www.businesstimes.com.sg/companies-markets/capitaland-integrated-commercial-trusts-h2-dpu-remains-s0-0545 Keppel Infrastructure Trust reports 54.2% fall in H2 DPU to S$0.019 XD: 10/2 Payment: 18/2 https://www.businesstimes.com.sg/companies-markets/keppel-infrastructure-trust-posts-54-2-lower-h2-dpu-s0-0195 Keppel Reit reports 3.4% fall in H2 DPU to S$0.028 XD: 5/2. Payment: 17/3 https://www.businesstimes.com.sg/companies-markets/keppel-reit-h2-2024-dpu-falls-3-4-cent-s0-028-manager-confident-strong-singapore-office-demand CapitaLand India Trust reports 6% increase in H2 DPU to S$0.032 XD: 18/2. Payment: 27/3 https://www.theedgesingapore.com/capital/results/capitaland-india-trusts-fy2024-and-2hfy2024-dpu-rise-6-and-3-y-o-y-respectively CapitaLand Ascott Trust reports 7% fall in H2 DPU to S$0.0355 XD: 5/2. Payment: 28/2 https://www.com.sg/companies-markets/capitaland-ascott-trust-posts-7-fall-h2-dps-s0-0355 AIMS APAC REIT reports 2.4% increase in Q3 DPU to S$0.024 XD: 17/2. Payment: 26/3 https://www.theedgesingapore.com/capital/results/aims-apac-reits-9mfy2025-dpu-11-707-cents-higher-revenue-and-npi BUSINESS UPDATES Frasers Hospitality Trust sees improved RevPAR in Q1 on sustained travel demand https://www.businesstimes.com.sg/companies-markets/frasers-hospitality-trust-sees-improved-revpar-q1-sustained-travel-demand Frasers Logistics & Commercial Trust leases 175,000 sq m in Q1, posts 94.3% occupancy rate https://www.businesstimes.com.sg/companies-markets/reits-property/frasers-logistics-commercial-trust-leases-175000-sq-m-q1-posts-94-3-occupancy-rate |
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Delvyss
Elite |
07-Feb-2025 08:51
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Treasury Yields Fall Further After Weak Services Datahttps://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-02-05-2025/card/treasury-yields-fall-further-after-weak-services-data-roZp45M088ao7XaCcHVM |
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Delvyss
Elite |
05-Feb-2025 13:52
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Navigating S-REITs in 2025 and beyond: A defensive play with long-term growth potentialhttps://www.theedgesingapore.com/capital/investing-strategies/navigating-s-reits-2025-and-beyond-defensive-play-long-term-growth |
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aragosta
Supreme |
26-Jan-2025 01:35
Yells: "BBs never say why when they buy; never tell when they sell" |
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x 0
x 0 Alert Admin |
5 Singapore Industrial REITs with Dividend Yields of 6.1% and Above (MIT, MLT, FLCT, AIMS, ESR)
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aragosta
Supreme |
25-Jan-2025 15:17
Yells: "BBs never say why when they buy; never tell when they sell" |
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CORPORATE RESULTS REPORTING Release Dates for REITS & TRUSTS AIMS 3Q biz update 28/1 CLAR FY results 6/2 ath CLAS FY results 27/1 bth CICT FY results 5/2 bth CLCT FY results 6/2 bth CLINT FY results 27/1 ath DCR FY results 12/2 ath FLCT 1Q biz update 4/2 IREIT FY results 26/2 ath KIT FY results 4/2 bth KR FY results 27/1 ath PARAGON FY results 10/2 ath PARKWAYLIFE FY results 5/2 ath THE RESULTS SO FAR ESR Reit reports 15.9% fall in H2 DPU to S$0.00997 (less advance DPU of S$0.00722 = S$0.00275) XD: 4/2. Payment: 14/3 https://www.businesstimes.com.sg/companies-markets/esr-reit-posts-15-9-fall-h2-dpu-s0-00997 Keppel DC REIT reports 13.2% increase in H2 DPU to S$0.04902 (less advance dpu of S$0.04083 = S$0.00819) XD: 4/2 Payment: 17/3 https://www.theedgesingapore.com/capital/results/keppel-dc-reit-reports-slight-increase-dpu-fy2024-due-tokyo-acquisition-and-strong OUE Reit reports 8.7% increase in H2 DPU to S$0.0113 XD: 3/2 Payment: 5/3 https://www.businesstimes.com.sg/companies-markets/oue-reits-h2-dpu-increases-8-7-s0-0113 Starhill Global Reit reports 1.1% increase in H1 DPU to S$0.018 XD: 3/2 Payment: 25/3 https://www.theedgesingapore.com/capital/results/starhill-global-reit-reports-1hfy2025-dpu-180-cents-11-higher-y-o-y MPACT reports 9.1% fall in Q3 DPU to S$0.02 amid global headwinds XD: 3/2 Payment: 7/3 https://www.theedgesingapore.com/capital/results/mpacts-dpu-falls-91-lower-y-o-y-200-cents-3qfy2025 Mapletree Industrial Trust reports 1.5% increase in Q3 DPU to S$0.0341 XD: 31/1. Payment: 14/3 https://www.businesstimes.com.sg/companies-markets/mapletree-industrial-trust-posts-1-5-rise-q3-dpu-s0-0341 Mapletree Logistics Trust reports 11.1% fall in Q3 DPU to S$0.02003 XD: 28/1 Payment: 13/3 https://sbr.com.sg/transport-logistics/news/mapletree-logistics-trust-dpu-down-111-002003-in-q3 Sabana Reit reports 32.2% increase in H2 DPU to S$0.0152, with 10% kept for capital management XD: 28/1 Payment: 28/2 https://www.theedgesingapore.com/capital/results/sabana-reit-declares-improved-dpu-286-cents-fy2024-36-higher-y-o-y BUSINESS UPDATES Frasers Centrepoint Trust reports 99.5% retail portfolio occupancy for Q1 https://www.businesstimes.com.sg/companies-markets/frasers-centrepoint-trust-posts-99-5-retail-portfolio-occupancy-q1 |
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MrBear12
Supreme |
22-Jan-2025 09:04
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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https://www.theedgesingapore.com/capital/brokers-calls/maybank-expects-distributions-s-reits-stabilise-2h2025-growth-fy2026 | ||
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