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EAGLE Hosp Reit US$ @$0.780 cents Post Reply Rate topic
raptor87 Member	31-Oct-2019 23:30        raptor87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Question is who was at the other side of the sell order was willing to take on 12m shares? Informed or uninformed investor?   uk1234      ( Date: 31-Oct-2019 21:06) Posted: > Again, REITS HAS NO INHERENT WAY to pay back their liabilities organically because of the 90% payout rule. of course it has.  Look at how KREIT sold off that bugis bdg at such high price.  Or ASCHT sold the Beijing hotel at double the cost price.  REIT is fundamentally a pty business. you buy and sell pties ultimately. Back to EHT: out of today' s 19m volume, 12.8m is a married trade at 0.55.  This price is suspiciously the same as the other 5m married trade last Friday.  I suspect the same major shareholder is doing this " sell" .  To me, all these " married trades" are not real trades.  Pretty sure some else is happening here.
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uk1234 Member	31-Oct-2019 21:06        uk1234 About Contact  Quote this Post!
x 0   x 0  Alert Admin	> Again, REITS HAS NO INHERENT WAY to pay back their liabilities organically because of the 90% payout rule. of course it has.  Look at how KREIT sold off that bugis bdg at such high price.  Or ASCHT sold the Beijing hotel at double the cost price.  REIT is fundamentally a pty business. you buy and sell pties ultimately. Back to EHT: out of today' s 19m volume, 12.8m is a married trade at 0.55.  This price is suspiciously the same as the other 5m married trade last Friday.  I suspect the same major shareholder is doing this " sell" .  To me, all these " married trades" are not real trades.  Pretty sure some else is happening here.
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uiop1223 Supreme	31-Oct-2019 20:01        uiop1223 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I been holding capitalmall trust since 2017 ( ave $1.9) and my returns including capital gains and distributions is 50%. Reits is same as stock. Need to pick quality ones. Look at SPH, once the business is outdated and doesnt react fast, it will do badly. Doesnt matter if stock or reits. valuefish      ( Date: 31-Oct-2019 16:44) Posted: Then its just kicking the time bomb down the road because there is no such thing as refinancing the loans forever till judgement day. Most reits will just call for a rights issue from time to time to bring their gearing down and many reits suck in more money than they payout over the course of their listing. As a long term holder, you will like be asked to fork out more cash from neverending rights issue by this reit. Of course most reits will seek to mitigate this effect by doing a private placement. Again, REITS HAS NO INHERENT WAY to pay back their liabilities organically because of the 90% payout rule. HK Land gearing is 0.1 as of now and management has hinted that their profit will be so much that they can become net cash in the next 3 years assuming no capex or big ticket land acquisitions. chengwh1      ( Date: 31-Oct-2019 16:37) Posted: The secret to a REIT is that it must be able to refinance its loans - that' s all. Whether the dividend paid out is from bank borrowings, or from actual rental collected,... is a matter of mathematical calculations and how you interpret the movements of funds to be. Wouldn' t HK Land has loans too ? Sure, SS developers - but as Income Investors, I am here for the Dividends. And the tax regime of the IRS is not so favourable towards dividend payouts for non-residents
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Goldfinger Supreme	31-Oct-2019 20:00        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hong Kong looks to be developing into an insurgency. It will be a Long drawn crises. valuefish      ( Date: 31-Oct-2019 15:49) Posted: Yeap its also trading in USD and this makes it a much better comparison to all the USD reits. Despite all the misgivings you have about the HK protest, HK land is still raking in the money from their investment properties in prime central HK. HK land office portfolio is also not just confined to HK alone because of its name but a good chunk of their asset exposure is in China, Singapore, thailand and Jakarta. As at July, HK land was still enjoying positive rent reversions on their office space and their WALE is 4.5 years! This is higher than some of the other commercial office reits listed on SGX Goldfinger      ( Date: 31-Oct-2019 15:44) Posted: Pardon - But isn' t HK Land also trading in USD?  Also, the unrest in HK will be a permanent blemish on HK and its commercial real estate prospects.
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chengwh1 Elite	31-Oct-2019 19:13        chengwh1 About Contact  Quote this Post!
x 1   x 0  Alert Admin	To your first sentence, REITs in The US have existed for tens of years, and so do REITs in SG. We have to look at the quality of the REITs too, as in every other investment. To your second, third and fourth sentences, the tactic is after the unit price has run-up far beyond our average holding price and a margin-of-safety has been built-up, a REIT investor has to stop subscribing to EFR exercises. A dpu-accretive exercise will not cause any dilution after the exercise. To your fifth sentence,  the tactic for a REIT is NOT to payback, but to RECYCLE the assets/properties. And finally to your fifth sentence, that would be another type of capital instrument. It is never wrong to hold different types of instruments in our basket of holdings. Just fyi,... for a debt-free play,... I invest into Vicom. It is not wrong ! I have revealed too many of my REIT tactics here !! valuefish      ( Date: 31-Oct-2019 16:44) Posted: Then its just kicking the time bomb down the road because there is no such thing as refinancing the loans forever till judgement day. Most reits will just call for a rights issue from time to time to bring their gearing down and many reits suck in more money than they payout over the course of their listing. As a long term holder, you will like be asked to fork out more cash from neverending rights issue by this reit. Of course most reits will seek to mitigate this effect by doing a private placement. Again, REITS HAS NO INHERENT WAY to pay back their liabilities organically because of the 90% payout rule. HK Land gearing is 0.1 as of now and management has hinted that their profit will be so much that they can become net cash in the next 3 years assuming no capex or big ticket land acquisitions. chengwh1      ( Date: 31-Oct-2019 16:37) Posted: The secret to a REIT is that it must be able to refinance its loans - that' s all. Whether the dividend paid out is from bank borrowings, or from actual rental collected,... is a matter of mathematical calculations and how you interpret the movements of funds to be. Wouldn' t HK Land has loans too ? Sure, SS developers - but as Income Investors, I am here for the Dividends. And the tax regime of the IRS is not so favourable towards dividend payouts for non-residents
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valuefish Member	31-Oct-2019 16:44        valuefish About Contact  Quote this Post!
x 0   x 0  Alert Admin	Then its just kicking the time bomb down the road because there is no such thing as refinancing the loans forever till judgement day. Most reits will just call for a rights issue from time to time to bring their gearing down and many reits suck in more money than they payout over the course of their listing. As a long term holder, you will like be asked to fork out more cash from neverending rights issue by this reit. Of course most reits will seek to mitigate this effect by doing a private placement. Again, REITS HAS NO INHERENT WAY to pay back their liabilities organically because of the 90% payout rule. HK Land gearing is 0.1 as of now and management has hinted that their profit will be so much that they can become net cash in the next 3 years assuming no capex or big ticket land acquisitions. chengwh1      ( Date: 31-Oct-2019 16:37) Posted: The secret to a REIT is that it must be able to refinance its loans - that' s all. Whether the dividend paid out is from bank borrowings, or from actual rental collected,... is a matter of mathematical calculations and how you interpret the movements of funds to be. Wouldn' t HK Land has loans too ? Sure, SS developers - but as Income Investors, I am here for the Dividends. And the tax regime of the IRS is not so favourable towards dividend payouts for non-residents. valuefish      ( Date: 31-Oct-2019 15:44) Posted: 1) all these yield is all artificial to begin with. If it wasnt for the bank borrowings which the reits load up on, the yield wouldnt be there. doesnt make sense to buy this subpar assets at market price compared to a developer with a portfolio of prime assets like HK land 2) there are much better US developers trading on the US market but I find geographical diversification to be a very weak reason for committing capital into an asse
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chengwh1 Elite	31-Oct-2019 16:37        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The secret to a REIT is that it must be able to refinance its loans - that' s all. Whether the dividend paid out is from bank borrowings, or from actual rental collected,... is a matter of mathematical calculations and how you interpret the movements of funds to be. Wouldn' t HK Land has loans too ? Sure, SS developers - but as Income Investors, I am here for the Dividends. And the tax regime of the IRS is not so favourable towards dividend payouts for non-residents. valuefish      ( Date: 31-Oct-2019 15:44) Posted: 1) all these yield is all artificial to begin with. If it wasnt for the bank borrowings which the reits load up on, the yield wouldnt be there. doesnt make sense to buy this subpar assets at market price compared to a developer with a portfolio of prime assets like HK land 2) there are much better US developers trading on the US market but I find geographical diversification to be a very weak reason for committing capital into an asset chengwh1      ( Date: 31-Oct-2019 15:37) Posted: 1) One reason is yield for these REITs are higher and being REITs, they need to payout at least 90% of their earnings as dividends to enjoy the tax advantages. 2) For geographical diversification. And frankly,... deep down isnide,... I really don' t fuly tust book values as being the benchmark that investors use. I think more investors use sentiments to buy and sell counters. I' ve always thought of stock prices of being quite randomly-priced, especially in the short term
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valuefish Member	31-Oct-2019 15:49        valuefish About Contact  Quote this Post!
x 1   x 0  Alert Admin	Yeap its also trading in USD and this makes it a much better comparison to all the USD reits. Despite all the misgivings you have about the HK protest, HK land is still raking in the money from their investment properties in prime central HK. HK land office portfolio is also not just confined to HK alone because of its name but a good chunk of their asset exposure is in China, Singapore, thailand and Jakarta. As at July, HK land was still enjoying positive rent reversions on their office space and their WALE is 4.5 years! This is higher than some of the other commercial office reits listed on SGX Goldfinger      ( Date: 31-Oct-2019 15:44) Posted: Pardon - But isn' t HK Land also trading in USD?  Also, the unrest in HK will be a permanent blemish on HK and its commercial real estate prospects. valuefish      ( Date: 31-Oct-2019 10:52) Posted: Im always curious why investors here would plough money in a USD denominated asset like Eagle or ARA when better property related stocks exist like HongKong land. Its not like Eagle is trading at 50% below book value to begin with during IPO
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Goldfinger Supreme	31-Oct-2019 15:44        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Pardon - But isn' t HK Land also trading in USD?  Also, the unrest in HK will be a permanent blemish on HK and its commercial real estate prospects. valuefish      ( Date: 31-Oct-2019 10:52) Posted: Im always curious why investors here would plough money in a USD denominated asset like Eagle or ARA when better property related stocks exist like HongKong land. Its not like Eagle is trading at 50% below book value to begin with during IPO
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valuefish Member	31-Oct-2019 15:44        valuefish About Contact  Quote this Post!
x 0   x 0  Alert Admin	1) all these yield is all artificial to begin with. If it wasnt for the bank borrowings which the reits load up on, the yield wouldnt be there. doesnt make sense to buy this subpar assets at market price compared to a developer with a portfolio of prime assets like HK land 2) there are much better US developers trading on the US market but I find geographical diversification to be a very weak reason for committing capital into an asset chengwh1      ( Date: 31-Oct-2019 15:37) Posted: 1) One reason is yield for these REITs are higher and being REITs, they need to payout at least 90% of their earnings as dividends to enjoy the tax advantages. 2) For geographical diversification. And frankly,... deep down isnide,... I really don' t fuly tust book values as being the benchmark that investors use. I think more investors use sentiments to buy and sell counters. I' ve always thought of stock prices of being quite randomly-priced, especially in the short term. valuefish      ( Date: 31-Oct-2019 10:52) Posted: Im always curious why investors here would plough money in a USD denominated asset like Eagle or ARA when better property related stocks exist like HongKong land. Its not like Eagle is trading at 50% below book value to begin with during IPO
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chengwh1 Elite	31-Oct-2019 15:37        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	1) One reason is yield for these REITs are higher and being REITs, they need to payout at least 90% of their earnings as dividends to enjoy the tax advantages. 2) For geographical diversification. And frankly,... deep down isnide,... I really don' t fuly tust book values as being the benchmark that investors use. I think more investors use sentiments to buy and sell counters. I' ve always thought of stock prices of being quite randomly-priced, especially in the short term. valuefish      ( Date: 31-Oct-2019 10:52) Posted: Im always curious why investors here would plough money in a USD denominated asset like Eagle or ARA when better property related stocks exist like HongKong land. Its not like Eagle is trading at 50% below book value to begin with during IPO
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CheeryVGoh Supreme	31-Oct-2019 12:00        CheeryVGoh About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Agree. Should look out if have further selling by big investors / investment houses before results are released to public.  I' m not yet vested, observing more before taking action. Have limited funds and this is USD stock which I usually don' t touch. But if this Eagle price level is getting support it would be interesting to see if price recovers....    lailai      ( Date: 31-Oct-2019 08:55) Posted: Besides Claymore, Wealthy Fountain and Compass Cove were also cashing out since Aug, mostly by off-mkt deals. Even Temasek also did much earlier in Jun. They cannot have cash out for no big reason, right? Just opinion. CheeryVGoh      ( Date: 31-Oct-2019 00:24) Posted: Claydon Hill Investments (Frank Shih) sold : 1)  1,256,500 shares at USD0.659 on 25/10 2) 5,000,000 shares at USD0.55 on 25/10
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danger Supreme	31-Oct-2019 11:43        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	The eagle has perched safely at 0.555 .. cannot dive and not willing to go up and fly stucked investors have to stick out their neck to wait laksaman57      ( Date: 30-Oct-2019 17:24) Posted: Heng arh ... closed @56cts
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Goldfinger Supreme	31-Oct-2019 11:03        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	To me, ARA is boring - i would rather buy into something that is rather exciting and volatile.  My safety net and blanket are my 6 SG residential properties. Those, I would not trade out for anything, especially my Freehold Landed and HDB (bought eons ago, without any subsidies). chengwh1      ( Date: 31-Oct-2019 10:57) Posted: I never said that I have bought this earlier, bro,... look at my postings,.... I am here to discuss more on US Hospitality REITs, and to understand why is everybody looking at Eagle and not at Ara Hospitality Trust,... What is the weakness with Ara ? Ara' s properties would be more recession- or downturn- resilient, right ? Goldfinger      ( Date: 31-Oct-2019 10:24) Posted: In that case - should you not sell now to cut loss
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chengwh1 Elite	31-Oct-2019 10:57        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I never said that I have bought this earlier, bro,... look at my postings,.... I am here to discuss more on US Hospitality REITs, and to understand why is everybody looking at Eagle and not at Ara Hospitality Trust,... What is the weakness with Ara ? Ara' s properties would be more recession- or downturn- resilient, right ? Goldfinger      ( Date: 31-Oct-2019 10:24) Posted: In that case - should you not sell now to cut loss? chengwh1      ( Date: 31-Oct-2019 09:56) Posted: I don' t think NOT GOING to zero is a good benchmark for us. After we bought and if the price dips beneath our holding price, we are at a red position. At that moment, we can only count on the dpu to help us breakeven....if the price keeps dropping,... then we have to wait longer, and keeps hoping the dpu payout will not fail us. If the dpu gets reduced, then our risk increases. Our funds will be tied-down. With this,... we will be missing opportunities elsewhere. This, bro,... is as good as having the ctr going to zero. The only difference here is, we continue to carry the hope. Bestworld has no more hope
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valuefish Member	31-Oct-2019 10:52        valuefish About Contact  Quote this Post!
x 0   x 0  Alert Admin	Im always curious why investors here would plough money in a USD denominated asset like Eagle or ARA when better property related stocks exist like HongKong land. Its not like Eagle is trading at 50% below book value to begin with during IPO
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chengwh1 Elite	31-Oct-2019 10:51        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, I saw the recent reports too,.... the SG Hospitality REITs were experiencing dpu down-moves or stay-puts. But well,... those are mainly SG and non-US assets. Eagle carries ONLY US Hospitality Assets. dcools      ( Date: 31-Oct-2019 08:49) Posted: recently reported hospitality reits were not doing well
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CheeryVGoh Supreme	31-Oct-2019 10:34        CheeryVGoh About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	The hotels are branded & good class names, won't go zero lah! Goldfinger      ( Date: 31-Oct-2019 08:50) Posted: Less like that a hotel REIT with freehold assets can go to zero. Companies like Bestworld possible shk363      ( Date: 31-Oct-2019 08:18) Posted: frank cashing out quickly before everything goes to zero
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Goldfinger Supreme	31-Oct-2019 10:24        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	In that case - should you not sell now to cut loss? chengwh1      ( Date: 31-Oct-2019 09:56) Posted: I don' t think NOT GOING to zero is a good benchmark for us. After we bought and if the price dips beneath our holding price, we are at a red position. At that moment, we can only count on the dpu to help us breakeven....if the price keeps dropping,... then we have to wait longer, and keeps hoping the dpu payout will not fail us. If the dpu gets reduced, then our risk increases. Our funds will be tied-down. With this,... we will be missing opportunities elsewhere. This, bro,... is as good as having the ctr going to zero. The only difference here is, we continue to carry the hope. Bestworld has no more hope. Goldfinger      ( Date: 31-Oct-2019 08:50) Posted: Less like that a hotel REIT with freehold assets can go to zero. Companies like Bestworld possible
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chengwh1 Elite	31-Oct-2019 09:56        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I don' t think NOT GOING to zero is a good benchmark for us. After we bought and if the price dips beneath our holding price, we are at a red position. At that moment, we can only count on the dpu to help us breakeven....if the price keeps dropping,... then we have to wait longer, and keeps hoping the dpu payout will not fail us. If the dpu gets reduced, then our risk increases. Our funds will be tied-down. With this,... we will be missing opportunities elsewhere. This, bro,... is as good as having the ctr going to zero. The only difference here is, we continue to carry the hope. Bestworld has no more hope. Goldfinger      ( Date: 31-Oct-2019 08:50) Posted: Less like that a hotel REIT with freehold assets can go to zero. Companies like Bestworld possible shk363      ( Date: 31-Oct-2019 08:18) Posted: frank cashing out quickly before everything goes to zero
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