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Cambridge Ind Trust Results Announcement Post Reply Rate topic
WanSiTong Supreme	31-Jan-2016 11:40        WanSiTong About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Are you working in a Chinese company?   ecekca      ( Date: 31-Jan-2016 10:18) Posted: interesting answer bonus so early get meh?? i yet to receive mine.. WanSiTong      ( Date: 30-Jan-2016 15:00) Posted: Job Hopping is very normal especially after receiving their yearly bonuses.
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ecekca Elite	31-Jan-2016 10:18        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	interesting answer bonus so early get meh?? i yet to receive mine.. WanSiTong      ( Date: 30-Jan-2016 15:00) Posted: Job Hopping is very normal especially after receiving their yearly bonuses.   ecekca      ( Date: 30-Jan-2016 14:41) Posted: who knows why CFO and COO resign a day after annoucing results?
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WanSiTong Supreme	30-Jan-2016 15:00        WanSiTong About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Job Hopping is very normal especially after receiving their yearly bonuses.   ecekca      ( Date: 30-Jan-2016 14:41) Posted: who knows why CFO and COO resign a day after annoucing results?
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ecekca Elite	30-Jan-2016 14:41        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	who knows why CFO and COO resign a day after annoucing results?
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ecekca Elite	22-Jan-2016 20:35        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Okie. as long you rem to diversify your portfolio lawrence83      ( Date: 22-Jan-2016 20:08) Posted: It form part of my new positions. Shifting to more dividend play. Sold my Ezra stocks to buy CIT. Hope it would not dissapoint me ecekca      ( Date: 20-Jan-2016 22:12) Posted: Does it form part of your new position in your portfolio? or you add on ?
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lawrence83 Senior	22-Jan-2016 20:08        lawrence83 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It form part of my new positions. Shifting to more dividend play. Sold my Ezra stocks to buy CIT. Hope it would not dissapoint me ecekca      ( Date: 20-Jan-2016 22:12) Posted: Does it form part of your new position in your portfolio? or you add on ? lawrence83      ( Date: 20-Jan-2016 20:50) Posted: Bought 10,000 shares today at S$ 0.51. A little bit regret of going to early but it' s okay since the dividend yield is still attractive at 9%.
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ecekca Elite	22-Jan-2016 19:04        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Just wonder why the CEO exercise options to shares are less than 9K?
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ecekca Elite	20-Jan-2016 22:12        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Does it form part of your new position in your portfolio? or you add on ? lawrence83      ( Date: 20-Jan-2016 20:50) Posted: Bought 10,000 shares today at S$ 0.51. A little bit regret of going to early but it' s okay since the dividend yield is still attractive at 9%.
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lawrence83 Senior	20-Jan-2016 20:50        lawrence83 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bought 10,000 shares today at S$ 0.51. A little bit regret of going to early but it' s okay since the dividend yield is still attractive at 9%.
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ecekca Elite	20-Jan-2016 19:12        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	new low at 0.50 Attractive price to enter at 0.46 to 0.48
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ecekca Elite	18-Jan-2016 21:41        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Drop to a new low of 0.525 Going to go ex-date on 20th Jan, will drop even more after that...currently upcoming div is the catalyst holding the stock
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ecekca Elite	17-Jan-2016 11:14        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	On 15Jan16, the COO/CFO resigned to puruse new opportuntities. Been with Cambridge for the last 5 years.
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ecekca Elite	17-Jan-2016 10:26        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	0.48 would be a good price to enter..   lawrence83      ( Date: 17-Jan-2016 09:31) Posted: Very good.Hope it can hit S$ 0.530. Hopefully to buy some shares for the CIT due to its attractive dividend yield :)
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lawrence83 Senior	17-Jan-2016 09:31        lawrence83 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Very good.Hope it can hit S$ 0.530. Hopefully to buy some shares for the CIT due to its attractive dividend yield :)
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ecekca Elite	15-Jan-2016 18:58        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Monday to breach even lower...
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ecekca Elite	15-Jan-2016 11:34        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	If you have spare cash, then its fine For small investors like me, maybe not. cos the price move downwards might be scary. during crisis, this drop to 20cents WanSiTong      ( Date: 15-Jan-2016 11:30) Posted:   I' d be happy at anything more than 6% bearing in mind the current FD rate of 1.6% Current yield for this counter at 8.6%   ecekca      ( Date: 14-Jan-2016 22:35) Posted: Things to note 1.Occupancy rate went from 95.4% to 94.3% QOQ 2.DPU is on a declining trend from the high at 1.252 to 1.139. it moving back to the level of 2011. 3.% of STB has been decreasing from 2011 at 90% to 48.3% which also explained that GRI is increasing but DPU is not increasing as much as MTB' s rental is higher than STB' s rental but net profit is much lesser based on how i see it. 4. $40mio of investment properties to be divested which will help increase cash as cash is at a low of $2mio 5. 8 STB properties lease expiring. Of these 8 (2 to divest/1 on AEI/1 to convert to MTB/ 4 to extend leases) 6. Financing risk for 2017 which means they will have to renegotiate the 100mio loan during 2016 depending on how many rate hike will be 7. Current yield at 8.6%. For the risk, the yield should be at around 9.5% which is the level at 2011. Therefore price at 0.48 will be attractive to enter.
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WanSiTong Supreme	15-Jan-2016 11:30        WanSiTong About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	I' d be happy at anything more than 6% bearing in mind the current FD rate of 1.6% Current yield for this counter at 8.6%   ecekca      ( Date: 14-Jan-2016 22:35) Posted: Things to note 1.Occupancy rate went from 95.4% to 94.3% QOQ 2.DPU is on a declining trend from the high at 1.252 to 1.139. it moving back to the level of 2011. 3.% of STB has been decreasing from 2011 at 90% to 48.3% which also explained that GRI is increasing but DPU is not increasing as much as MTB' s rental is higher than STB' s rental but net profit is much lesser based on how i see it. 4. $40mio of investment properties to be divested which will help increase cash as cash is at a low of $2mio 5. 8 STB properties lease expiring. Of these 8 (2 to divest/1 on AEI/1 to convert to MTB/ 4 to extend leases) 6. Financing risk for 2017 which means they will have to renegotiate the 100mio loan during 2016 depending on how many rate hike will be 7. Current yield at 8.6%. For the risk, the yield should be at around 9.5% which is the level at 2011. Therefore price at 0.48 will be attractive to enter.
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ecekca Elite	14-Jan-2016 22:35        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Things to note 1.Occupancy rate went from 95.4% to 94.3% QOQ 2.DPU is on a declining trend from the high at 1.252 to 1.139. it moving back to the level of 2011. 3.% of STB has been decreasing from 2011 at 90% to 48.3% which also explained that GRI is increasing but DPU is not increasing as much as MTB' s rental is higher than STB' s rental but net profit is much lesser based on how i see it. 4. $40mio of investment properties to be divested which will help increase cash as cash is at a low of $2mio 5. 8 STB properties lease expiring. Of these 8 (2 to divest/1 on AEI/1 to convert to MTB/ 4 to extend leases) 6. Financing risk for 2017 which means they will have to renegotiate the 100mio loan during 2016 depending on how many rate hike will be 7. Current yield at 8.6%. For the risk, the yield should be at around 9.5% which is the level at 2011. Therefore price at 0.48 will be attractive to enter.
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ecekca Elite	14-Jan-2016 19:58        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Cambridge defence at 0.535 is broken. Next one 0.515
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ecekca Elite	14-Jan-2016 14:42        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	in fact, i didn' t notice that except found it weird why DPU not as high as previous then i looked at their notes Anyone looked at their notes before and see when did the mgmt took cash? ShowMeMoneyp      ( Date: 14-Jan-2016 13:02) Posted: Not just that.   It also showed that management has not confidence in share price, that' s why they took cash. After XD, will drop anothe cent.   So yes, it will drift to 50cents or lower. ecekca      ( Date: 14-Jan-2016 12:05) Posted: This time , the mgmt is taking cash for their mgmt fees that why DPU dropped. This also affected the DPU which is quite substantial I think DPU of 1.139 and below is the norm now and will be lower since they will have quite a number of properties converting to multi-tenanted I' m skeptical over the valuation as it higher than last year which is higher than last year. This is weird since industrial properties price should be dropping. Apparently they are using the discounted cashflow analysis and the capitalisation methods of valuation. Is that the proper way of valuation? Anyone has any feedback on this
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