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Manulife US REIT IPO Post Reply Rate topic
ehclim Elite	30-Apr-2018 20:10        ehclim About Contact  Quote this Post!
x 0   x 0  Alert Admin	I share the same sentiment as you are. The assets acquired are not accretive hence the DPU is  falling. They buy more assets to enrich the manager since they are awarded with 1 or 2% commission for asset' s acquisition or disposal. chengwh1      ( Date: 30-Apr-2018 17:17) Posted: Based on the below, I' m thinking not to subscribe in the coming Rights Issue or Preferential Offering Exercise,.... It' s okay with the dilution, at least I will continue to maintain my Average Price at a low level,...
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chengwh1 Elite	30-Apr-2018 17:17        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Based on the below, I' m thinking not to subscribe in the coming Rights Issue or Preferential Offering Exercise,.... It' s okay with the dilution, at least I will continue to maintain my Average Price at a low level,...
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chengwh1 Elite	30-Apr-2018 14:32        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://infopub.sgx.com/FileOpen/MUST%20Q1%202018%20Press%20Release.ashx?App=Announcement& FileID=502210 A couple of points as below :- 1) the dpu for 1Q17 should hve been at 1.65 cents. BUT because of their corporate action, this dropped to 1.52 cents. DILUTION !!!!!!!!!!!!! 2) FOR 1Q18, THE DPU DROPPED FURTHER TO 1.51 CENTS. .....gosh... 3) the CEO said : " We are delighted to report a good set of 1Q2018 results with both our newly-acquired assets, Plaza and Exchange, contributing significantly to our net property income. Looks like they are more concerned about increasing the value of the Net Property Income, but not our dpu,.... no mention of ' contributing to  the dpu pyout' . 4) And soon, there is going to be another acquisition. ....more dilution ? I think I may save my ' bullets' for the coming corp action, t least this is what I think now,.. pending further opinions,... I referred to this thread,.. I' ve been asking and asking about the dpu payout but there has been no replies,.... We appreciated the food for the AGMs in the last few years, and the good manners and great treatment  for investors. Hopefully,... the dpu can grow too,....  Everything is good with this counter,... all metrics are encouraging,... it' s  a pity the dpu turns out like this,....
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chengwh1 Elite	30-Apr-2018 11:15        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ohh,.... give a bit more details, bro,.... ehclim      ( Date: 30-Apr-2018 08:54) Posted: Q1 DPU drops. jamesng      ( Date: 29-Apr-2018 21:33) Posted: This reit holding quite well lately. Not like accordia golf trust and ec world reit. Hope it can clear $1 soon
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ehclim Elite	30-Apr-2018 08:54        ehclim About Contact  Quote this Post!
x 0   x 0  Alert Admin	Q1 DPU drops. jamesng      ( Date: 29-Apr-2018 21:33) Posted: This reit holding quite well lately. Not like accordia golf trust and ec world reit. Hope it can clear $1 soon
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jamesng Master	29-Apr-2018 21:33        jamesng About Contact  Quote this Post!
x 0   x 0  Alert Admin	This reit holding quite well lately. Not like accordia golf trust and ec world reit. Hope it can clear $1 soon
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chengwh1 Elite	29-Apr-2018 16:18        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Since the actual dpu for FY17 was ONLY 5.32c, an increase of 1.4% of this would amount to  ONLY 5.40c. 5.40c over a Unit Price of 93c gives a yield of 5.81%.,... pretty low here. Are my calculations here correct ?
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chengwh1 Elite	14-Apr-2018 06:18        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Acquired two more properties : http://infopub.sgx.com/FileOpen/MUST%20Press%20Release.ashx?App=Announcement& FileID=499011 In the same article, it  was also mentioned :- Assuming the Acquisitions were completed on 1 January 2017 and the REIT held and operated both Penn and Phipps in FY2017, the pro forma DPU of Manulife US REIT would increase by 1.4% to approximately 5.85 US cents, compared to the FY2017 DPU of 5.77 US cents. ------------------------------------------------- 1) The dpu in FY17 was 5.32c, and NOT 5.77c, but I stand corrected if somebody can explain why to me,... is it because of dilution  due to a larger number of units ? 2) The article did not mention when the acquistiion will be completed for us to start ' counting our dpu enlargement' , if any,...  anybody please ?
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chengwh1 Elite	08-Feb-2018 06:56        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The sp may have started to increase, but in the reporting two days ago,.. I noticed the dpu is low for 2H17 payout,... only at 2.57 US Cts... this could be due to enlargement of unit base size after ALL the exercises last quarter. Have not read the whole report yet,... been busy,... but have been following this ctr very closely.
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shangli Supreme	15-Dec-2017 15:06        shangli About Contact  Quote this Post!
x 0   x 0  Alert Admin	around 3.5 cents pay bi annually..or roughly 3.8% per dividend payment..next ex date is early february investshare      ( Date: 28-Nov-2017 17:35) Posted: What would be the yield now ex right?
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shangli Supreme	15-Dec-2017 13:57        shangli About Contact  Quote this Post!
x 0   x 0  Alert Admin	finally wake up
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investshare Supreme	28-Nov-2017 17:35        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	What would be the yield now ex right?
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chengwh1 Elite	28-Nov-2017 17:28        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	....but started to drop in the lat few days anybody knows why ?? Closed at $0.865 today,........ what a plunge,...... vivivava      ( Date: 06-Nov-2017 11:52) Posted: We are now X rights? subaru      ( Date: 03-Nov-2017 14:27) Posted: Shareprice can hold after the rights are listed -- this is already an endorsement of the reit.
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investshare Supreme	27-Nov-2017 09:33        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	How do you see it now? Is it still good to go in?
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subaru Senior	10-Nov-2017 17:18        subaru About Contact  Quote this Post!
x 0   x 0  Alert Admin	yes, already got rights in my CDP account, entitled to div. vivivava      ( Date: 06-Nov-2017 11:52) Posted: We are now X rights? subaru      ( Date: 03-Nov-2017 14:27) Posted: Shareprice can hold after the rights are listed -- this is already an endorsement of the reit.
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laksaman57 Supreme	10-Nov-2017 14:39        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://investmentmoats.com/money-management/reit/manulife-us-reit-estimating-the-forward-dividend-yield-after-acquiring-500-plaza-drive-and-10-exchange-place/
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vivivava Veteran	06-Nov-2017 11:54        vivivava About Contact  Quote this Post!
x 0   x 0  Alert Admin	They issue rights to acquire Plaza.  I see on their website that there is another property EXCHANGE.  Are they going to issue rights for Exchange?
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vivivava Veteran	06-Nov-2017 11:52        vivivava About Contact  Quote this Post!
x 0   x 0  Alert Admin	We are now X rights? subaru      ( Date: 03-Nov-2017 14:27) Posted: Shareprice can hold after the rights are listed -- this is already an endorsement of the reit.
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chengwh1 Elite	03-Nov-2017 20:02        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Okay,... let' s see if any other further concerns too from other unitholders here,... subaru      ( Date: 03-Nov-2017 17:55) Posted: you can ask their investor relation or go to their investment day on 28 Nov (I just received their email notification)
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subaru Senior	03-Nov-2017 17:55        subaru About Contact  Quote this Post!
x 0   x 0  Alert Admin	you can ask their investor relation or go to their investment day on 28 Nov (I just received their email notification)
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