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Latest Forum Topics / CapLand China T    Last:0.655    -0.005  Post Reply
CapitaRetail China Trust (CRCT)
fatpig
Senior
24-Dec-2021 13:53     
 
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 Alert Admin 		The investor has to find a strategy consistently generaling profit in-line with his characters.  No one is better than others. 
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bystander1965
Supreme
24-Dec-2021 13:41     
 
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 Alert Admin 		You are right in a certain way. But have you figured out where those $ came from?
Is it the same for CLCT?
Lobster will scream at you again for brining these 2 junks into the discussion. Haha.

Ok, have a good weekend. No point arguing or educating you. I am off.
 

fatpig      ( Date: 24-Dec-2021 13:36) Posted:

Case study
2020 - Soilbuild Business Space REIT - 30 cents
2021 - First REIT. 20 cents

Have you invested into these counters during its highest risk period? Of course high risk asks for higher return apply to all kinds of investment (including REIT).
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fatpig
Senior
24-Dec-2021 13:36     
 
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 Alert Admin 		Case study
2020 - Soilbuild Business Space REIT - 30 cents
2021 - First REIT. 20 cents

Have you invested into these counters during its highest risk period? Of course high risk asks for higher return apply to all kinds of investment (including REIT).
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bystander1965
Supreme
24-Dec-2021 13:29     
 
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 Alert Admin 		Anyway, have it your way.

I will keep to my own analysis.
 

bystander1965      ( Date: 24-Dec-2021 13:26) Posted:

LOL. I am beginning to wonder are you some kind of students?
BTW, you are also confusing div and loan.
Anyway, it' s not my job to educate you.
 

fatpig      ( Date: 24-Dec-2021 13:25) Posted:

Basic principle as an investor/doing business. High risk asks for higher return.
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bystander1965
Supreme
24-Dec-2021 13:26     
 
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 Alert Admin 		LOL. I am beginning to wonder are you some kind of students?
BTW, you are also confusing div and loan.
Anyway, it' s not my job to educate you.
 

fatpig      ( Date: 24-Dec-2021 13:25) Posted:

Basic principle as an investor/doing business. High risk asks for higher return.
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fatpig
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24-Dec-2021 13:25     
 
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 Alert Admin 		Basic principle as an investor/doing business. High risk asks for higher return.
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bystander1965
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24-Dec-2021 13:21     
 
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 Alert Admin 		That' s not how Reits work as far as div is concerned.

fatpig      ( Date: 24-Dec-2021 13:04) Posted:

A 25 year " land use right" REIT is less attractive to banks when they try to mortgage their assets for a loan. Higher risk for investors so expecting higher return.
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fatpig
Senior
24-Dec-2021 13:04     
 
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 Alert Admin 		A 25 year " land use right" REIT is less attractive to banks when they try to mortgage their assets for a loan. Higher risk for investors so expecting higher return.
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bystander1965
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24-Dec-2021 12:40     
 
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 Alert Admin 		It' s true in China the lease of all properties are only a few decades. But how can that be a reason for higher DPU? **scratch head**. It is a oxymoron. Perhaps I failed my econ. BTW if one is serious about reits in China, one would have known how the big guys mitigate this " issue" . Plus please read up on how reits work.

I thought people only like to show off their knowledge. Apparently not. laugh
 
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Lobster
Elite
24-Dec-2021 12:28     
 
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 Alert Admin 		Something for ah pui der.....


Closer to home, there are four S-REITs which have their entire portfolio of assets in China &ndash CapitaLand China Trust, Sasseur REIT, EC World REIT, and BHG Retail REIT.

Together the four S-Reits have generated -0.9 per cent in average price returns over the past week, comparatively to the swings of Chinese property stocks.

The Reits have averaged 8.0 per cent in total returns in the year-to-date, 6.1 per cent in average distribution yields, and an average gearing ratio of 34.1 per cent which is lower than the sector average of 37.4 per cent.

S-Reits have a regulated leverage limited of 50 per cent.

CapitaLand China Trust (CLCT) is the largest multi-asset China focused S-Reit with an expanded mandate from a pure retail Reit into a diversified portfolio of retail and business park assets since earlier this year.

Its Sponsor is CapitaLand Investment Limited, a leading global real estate investment manager, which made its trading debut on the SGX last week.

CLCT has a gearing ratio of 35.9 per cent and average term to maturity of 3.80 years, with the majority of the refinancing requirements in 2021 completed.

It has 78 per cent of its total term loans on fixed interest rates and has hedged approximately 55 per cent of its undistributed income to reduce foreign currency fluctuations.

 
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fatpig
Senior
24-Dec-2021 12:07     
 
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 Alert Admin 		Comparison  of these stocks is available in 3Q 2021  CLCT  Business update.      CLCT  off-shore Debt (SGD) cost is around 2.58% (about 66% of it total debt) smaller  reits  like  Dasin,  BHG  and EC World will paid  higher  cost for new loan (due to higher  inflation, coming US interest rate hike and China developers defaulting oversea bonds).

Overall China  Reits  do not enjoy long " Land Use Right" as compare to UK, EU, Singapore, USA and Japan related  Reits.  This is one of the reason they offer better  DPU.     

On-shore debt cost for Japan and EU is  relatively  lower.     
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prophetjul
Master
23-Dec-2021 10:46     
 
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 Alert Admin 		i Have ECW too. Maybe the sponsor will buy us out!  LOL
No Dasin.  Not impressed by this one.
But CLCT looks good. At 7% yield, what' s not to like?  Cannot fathom why the price keeps dropping?

marketuncle      ( Date: 23-Dec-2021 10:29) Posted:

Yes, vested in that one too, CLCT, Sasseur are fine for China REITs. Two speculative ones are DRT and EC World. Both have refinancing uncertainties. I' ll bet on DRT first, once cleared, then move funds on EC world. But to be cautious, Sasseur' s loans are due just over a year, so might also face some refinancing pressure by then. Only CLCT have NIL refinancing problem at all.

prophetjul      ( Date: 23-Dec-2021 09:36) Posted:

Have you looked at Sasseur?  Seems to be doing reasonably well. 
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marketuncle
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23-Dec-2021 10:29     
 
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 Alert Admin 		Yes, vested in that one too, CLCT, Sasseur are fine for China REITs. Two speculative ones are DRT and EC World. Both have refinancing uncertainties. I' ll bet on DRT first, once cleared, then move funds on EC world. But to be cautious, Sasseur' s loans are due just over a year, so might also face some refinancing pressure by then. Only CLCT have NIL refinancing problem at all.

prophetjul      ( Date: 23-Dec-2021 09:36) Posted:

Have you looked at Sasseur?  Seems to be doing reasonably well. 

marketuncle      ( Date: 23-Dec-2021 08:43) Posted:

I' m also vested in this one recently. Priced at distressed level almost assuming default. But at deeper look, the malls are doing well. So its a calculated bet whether they can refinance successfully. 
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whisng
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23-Dec-2021 10:14     
 
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 Alert Admin 		This is the chat for CLCT, Dasin Retail Trust no chat meh?

fatpig      ( Date: 22-Dec-2021 19:10) Posted:



Dasin Retail Trust has been granted a three-month extension by its lenders with regards to loans that were due in December 2021.

The trust also requested for a trading halt from the Singapore Exchange (SGX) early on 20 December before making this disclosure in the later part of the day.

Related: Dasin Retail Trust explains missed distribution payment date

Dasin Retail Trust has term onshore and offshore term loan facilities, of which about SGD500.8 million was due on 19 December 2021.

As late as October 2021, the trust informed the SGX that it was still negotiating with its lenders with regards to this loan and &ldquo nothing material has developed since 16 August 2021&rdquo .

In a disclosure filed with the SGX, Dasin Retail Trust said that the lenders of both the onshore and offshore facilities have granted an extension of 3 months from 20 December 2021.

The extension has been granted to allow the lenders more time to discuss new requests made by minority lenders, the trust said.

&ldquo The trustee-manager hopes to see a successful conclusion to the refinancing exercise soon and will make appropriate announcements in the event of any further material developments&rdquo , the trust added.

Dasin Retail Trust was last done on the SGX at SGD0.37 prior to the trading halt.

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prophetjul
Master
23-Dec-2021 09:36     
 
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 Alert Admin 		Have you looked at Sasseur?  Seems to be doing reasonably well. 

marketuncle      ( Date: 23-Dec-2021 08:43) Posted:

I' m also vested in this one recently. Priced at distressed level almost assuming default. But at deeper look, the malls are doing well. So its a calculated bet whether they can refinance successfully. 

fatpig      ( Date: 22-Dec-2021 19:10) Posted:



Dasin Retail Trust has been granted a three-month extension by its lenders with regards to loans that were due in December 2021.

The trust also requested for a trading halt from the Singapore Exchange (SGX) early on 20 December before making this disclosure in the later part of the day.

Related: Dasin Retail Trust explains missed distribution payment date

Dasin Retail Trust has term onshore and offshore term loan facilities, of which about SGD500.8 million was due on 19 December 2021.

As late as October 2021, the trust informed the SGX that it was still negotiating with its lenders with regards to this loan and &ldquo nothing material has developed since 16 August 2021&rdquo .

In a disclosure filed with the SGX, Dasin Retail Trust said that the lenders of both the onshore and offshore facilities have granted an extension of 3 months from 20 December 2021.

The extension has been granted to allow the lenders more time to discuss new requests made by minority lenders, the trust said.

&ldquo The trustee-manager hopes to see a successful conclusion to the refinancing exercise soon and will make appropriate announcements in the event of any further material developments&rdquo , the trust added.

Dasin Retail Trust was last done on the SGX at SGD0.37 prior to the trading halt.


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Lobster
Elite
23-Dec-2021 09:18     
 
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 Alert Admin 		Wah! SI beh   boh standard, trying to use low class comparison for argument.... now you try to create more fear factor by serving a low ball indirectly likening CLCT to DASIN. But you never show the actual difference. Really low class tactics.

You never tell gong kias here, or are you actually a gong kia here who don' t know? DASIN is a China company doing China business only with China sponsor, China owners, which is listed here, CLCT is Singapore company with interests in China and has reputable Capitaland as sponsor and powerful GLC as backer. Its nav is about $1.60 per unit share, yet there is a reason why it is only trading at 22% of its nav now. Besides its refinancing difficulties woes, it is high debts, high gearing, high borrowing company... that' s why investors shy from it. Of course people are reminded of Evergrande issue, and instant comparison is made with it.

the only reason there is some buying interests is, because of its low share price, it dividends yields is now something like 11%! Such company you dare to compare? Such compare you dare to invest? You might as well dig out and mention Lippo, Sabana, Accordia, HPHT, Asian Pay Tv, Eagle.....?

fatpig      ( Date: 22-Dec-2021 19:10) Posted:



Dasin Retail Trust has been granted a three-month extension by its lenders with regards to loans that were due in December 2021.

The trust also requested for a trading halt from the Singapore Exchange (SGX) early on 20 December before making this disclosure in the later part of the day.

Related: Dasin Retail Trust explains missed distribution payment date

Dasin Retail Trust has term onshore and offshore term loan facilities, of which about SGD500.8 million was due on 19 December 2021.

As late as October 2021, the trust informed the SGX that it was still negotiating with its lenders with regards to this loan and &ldquo nothing material has developed since 16 August 2021&rdquo .

In a disclosure filed with the SGX, Dasin Retail Trust said that the lenders of both the onshore and offshore facilities have granted an extension of 3 months from 20 December 2021.

The extension has been granted to allow the lenders more time to discuss new requests made by minority lenders, the trust said.

&ldquo The trustee-manager hopes to see a successful conclusion to the refinancing exercise soon and will make appropriate announcements in the event of any further material developments&rdquo , the trust added.

Dasin Retail Trust was last done on the SGX at SGD0.37 prior to the trading halt.

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marketuncle
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23-Dec-2021 08:43     
 
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 Alert Admin 		I' m also vested in this one recently. Priced at distressed level almost assuming default. But at deeper look, the malls are doing well. So its a calculated bet whether they can refinance successfully. 

fatpig      ( Date: 22-Dec-2021 19:10) Posted:



Dasin Retail Trust has been granted a three-month extension by its lenders with regards to loans that were due in December 2021.

The trust also requested for a trading halt from the Singapore Exchange (SGX) early on 20 December before making this disclosure in the later part of the day.

Related: Dasin Retail Trust explains missed distribution payment date

Dasin Retail Trust has term onshore and offshore term loan facilities, of which about SGD500.8 million was due on 19 December 2021.

As late as October 2021, the trust informed the SGX that it was still negotiating with its lenders with regards to this loan and &ldquo nothing material has developed since 16 August 2021&rdquo .

In a disclosure filed with the SGX, Dasin Retail Trust said that the lenders of both the onshore and offshore facilities have granted an extension of 3 months from 20 December 2021.

The extension has been granted to allow the lenders more time to discuss new requests made by minority lenders, the trust said.

&ldquo The trustee-manager hopes to see a successful conclusion to the refinancing exercise soon and will make appropriate announcements in the event of any further material developments&rdquo , the trust added.

Dasin Retail Trust was last done on the SGX at SGD0.37 prior to the trading halt.

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bystander1965
Supreme
22-Dec-2021 19:27     
 
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 Alert Admin 		Don't think you can find a stronger sponsor than capitaland or frasers or mapletree for that matter

bystander1965      ( Date: 22-Dec-2021 19:25) Posted:

That's why it's important to look at REITs with a strong sponsor only

fatpig      ( Date: 22-Dec-2021 19:10) Posted:



Dasin Retail Trust has been granted a three-month extension by its lenders with regards to loans that were due in December 2021.

The trust also requested for a trading halt from the Singapore Exchange (SGX) early on 20 December before making this disclosure in the later part of the day.

Related: Dasin Retail Trust explains missed distribution payment date

Dasin Retail Trust has term onshore and offshore term loan facilities, of which about SGD500.8 million was due on 19 December 2021.

As late as October 2021, the trust informed the SGX that it was still negotiating with its lenders with regards to this loan and &ldquo nothing material has developed since 16 August 2021&rdquo .

In a disclosure filed with the SGX, Dasin Retail Trust said that the lenders of both the onshore and offshore facilities have granted an extension of 3 months from 20 December 2021.

The extension has been granted to allow the lenders more time to discuss new requests made by minority lenders, the trust said.

&ldquo The trustee-manager hopes to see a successful conclusion to the refinancing exercise soon and will make appropriate announcements in the event of any further material developments&rdquo , the trust added.

Dasin Retail Trust was last done on the SGX at SGD0.37 prior to the trading halt.


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bystander1965
Supreme
22-Dec-2021 19:25     
 
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 Alert Admin 		That's why it's important to look at REITs with a strong sponsor only

fatpig      ( Date: 22-Dec-2021 19:10) Posted:



Dasin Retail Trust has been granted a three-month extension by its lenders with regards to loans that were due in December 2021.

The trust also requested for a trading halt from the Singapore Exchange (SGX) early on 20 December before making this disclosure in the later part of the day.

Related: Dasin Retail Trust explains missed distribution payment date

Dasin Retail Trust has term onshore and offshore term loan facilities, of which about SGD500.8 million was due on 19 December 2021.

As late as October 2021, the trust informed the SGX that it was still negotiating with its lenders with regards to this loan and &ldquo nothing material has developed since 16 August 2021&rdquo .

In a disclosure filed with the SGX, Dasin Retail Trust said that the lenders of both the onshore and offshore facilities have granted an extension of 3 months from 20 December 2021.

The extension has been granted to allow the lenders more time to discuss new requests made by minority lenders, the trust said.

&ldquo The trustee-manager hopes to see a successful conclusion to the refinancing exercise soon and will make appropriate announcements in the event of any further material developments&rdquo , the trust added.

Dasin Retail Trust was last done on the SGX at SGD0.37 prior to the trading halt.

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fatpig
Senior
22-Dec-2021 19:10     
 
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 Alert Admin

Dasin Retail Trust has been granted a three-month extension by its lenders with regards to loans that were due in December 2021.

The trust also requested for a trading halt from the Singapore Exchange (SGX) early on 20 December before making this disclosure in the later part of the day.

Related: Dasin Retail Trust explains missed distribution payment date

Dasin Retail Trust has term onshore and offshore term loan facilities, of which about SGD500.8 million was due on 19 December 2021.

As late as October 2021, the trust informed the SGX that it was still negotiating with its lenders with regards to this loan and &ldquo nothing material has developed since 16 August 2021&rdquo .

In a disclosure filed with the SGX, Dasin Retail Trust said that the lenders of both the onshore and offshore facilities have granted an extension of 3 months from 20 December 2021.

The extension has been granted to allow the lenders more time to discuss new requests made by minority lenders, the trust said.

&ldquo The trustee-manager hopes to see a successful conclusion to the refinancing exercise soon and will make appropriate announcements in the event of any further material developments&rdquo , the trust added.

Dasin Retail Trust was last done on the SGX at SGD0.37 prior to the trading halt.
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