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Kep-KBS Reit Post Reply Rate topic
laksaman57 Supreme	25-Oct-2018 08:37        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.marketwatch.com/story/dow-drops-450-points-as-stock-market-losses-hit-intraday-lows-with-less-a-half-hour-of-trade-2018-10-24
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laksaman57 Supreme	24-Oct-2018 18:23        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Morever with recent US market volatility and trade war, people may prefer to conserve cash to average down their holding, in the event of a market crash. Dyodd.
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laksaman57 Supreme	24-Oct-2018 17:54        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Probably market doesn' t like rights issuance during this FED rate hike enviroment. Though not apple to apple comparison, OUE commercial reit recently  issued rights @0.456 but   its trading at 0.470 now Dyodd
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michaelwright762 Member	24-Oct-2018 17:23        michaelwright762 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The sell down continues.  Looks like not much interest in the rights issue. Closing price is below the ex-rights price of USD $0.666. Wonder why?
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laksaman57 Supreme	24-Oct-2018 12:41        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Build-in rental escalation may drive up vacancy rate chengwh1      ( Date: 24-Oct-2018 12:20) Posted: Blue line seems to be turning up slightly since 2015....though Asking Rents are rising too on Pg-10. Net Absortion is lower than Historical Completions on Pg-11. laksaman57      ( Date: 24-Oct-2018 08:46) Posted: Am i seeing wrongly, slide 10 & 11 show vacancy rate  creeping up
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chengwh1 Elite	24-Oct-2018 12:20        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Blue line seems to be turning up slightly since 2015....though Asking Rents are rising too on Pg-10. Net Absortion is lower than Historical Completions on Pg-11. laksaman57      ( Date: 24-Oct-2018 08:46) Posted: Am i seeing wrongly, slide 10 & 11 show vacancy rate  creeping up chengwh1      ( Date: 23-Oct-2018 19:48) Posted: I read somewhere in the documents that there is a rental escalation of 2% to 3% yearly for the properties  inside Westpark. But,... wouldn' t this 2% to 3% yearly is just right to cover inflation and yearly increase in property expenses ? Yeah,... come to think of it,.. recently, I did hear of certain REIT acquisitions which are talking about being yield-accretive in the long term instead of being immediately after acquisition
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laksaman57 Supreme	24-Oct-2018 12:12        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	EC world reit recently was exemplary in exercising the right of first refusal to a property that's wasn't immediate accretive to dpu 👍 Good job
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laksaman57 Supreme	24-Oct-2018 11:54        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Retail investors need to savvy in differentiating between long-term accretion vs immediate accretion type of reit.
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laksaman57 Supreme	24-Oct-2018 08:46        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Am i seeing wrongly, slide 10 & 11 show vacancy rate  creeping up chengwh1      ( Date: 23-Oct-2018 19:48) Posted: I read somewhere in the documents that there is a rental escalation of 2% to 3% yearly for the properties  inside Westpark. But,... wouldn' t this 2% to 3% yearly is just right to cover inflation and yearly increase in property expenses ? Yeah,... come to think of it,.. recently, I did hear of certain REIT acquisitions which are talking about being yield-accretive in the long term instead of being immediately after acquisition. laksaman57      ( Date: 23-Oct-2018 18:59) Posted: Pg-13 of presentation already highlighted show both dpu and nav fell, post-right/post aquisition.  But strangely it heading was " Accretive Acquisition Positioned For Long Term Growth" Could it be that only in the long term then its accretive
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laksaman57 Supreme	23-Oct-2018 23:48        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wonder why the mgr didnt go with the preferential offering which is accretive for dpu and nav. And why the change in the right issue price from 0.59 to 0.50.   chengwh1      ( Date: 23-Oct-2018 21:52) Posted: Pg-13 says if a Preferential Offering is done, the the dpu will rise and the nav per unit will  remain quite constant, with only a  1.00 ct difference from pre-Acquisition. However, if  Rights Issue is done,... the dpu will drop AND the nav per unit will drop by 6 cts from pre-Acquisition. Frankly,... I was hoping they' d do  a Pref Offering. But now, they are not only doing an R.I., but this R.I. is even worse than  the R.I.  shown on Pg-13.   laksaman57      ( Date: 23-Oct-2018 18:59) Posted: Pg-13 of presentation already highlighted show both dpu and nav fell, post-right/post aquisition.  But strangely it heading was " Accretive Acquisition Positioned For Long Term Growth" Could it be that only in the long term then its accretive
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chengwh1 Elite	23-Oct-2018 21:52        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Pg-13 says if a Preferential Offering is done, the the dpu will rise and the nav per unit will  remain quite constant, with only a  1.00 ct difference from pre-Acquisition. However, if  Rights Issue is done,... the dpu will drop AND the nav per unit will drop by 6 cts from pre-Acquisition. Frankly,... I was hoping they' d do  a Pref Offering. But now, they are not only doing an R.I., but this R.I. is even worse than  the R.I.  shown on Pg-13.   laksaman57      ( Date: 23-Oct-2018 18:59) Posted: Pg-13 of presentation already highlighted show both dpu and nav fell, post-right/post aquisition.  But strangely it heading was " Accretive Acquisition Positioned For Long Term Growth" Could it be that only in the long term then its accretive ? chengwh1      ( Date: 23-Oct-2018 18:17) Posted: After doing some analysis and searching here and there, I calculated that the pro forma dpu that would have been paid out from listing day, November 9th., 2017 till June 30th., 2018 would be ONLY 3.60 US Cts. That' s a 5.76% drop from the actual amount of 3.82 US Cts received recently. This WEstpark portfolio acquisition is NOT dpu-accretive,... or did I miss something ??
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laksaman57 Supreme	23-Oct-2018 20:26        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Unless there is a guarantor to claim of " long term accretion" , one should be extra prudent toward making their investment decision. chengwh1      ( Date: 23-Oct-2018 19:48) Posted: I read somewhere in the documents that there is a rental escalation of 2% to 3% yearly for the properties  inside Westpark. But,... wouldn' t this 2% to 3% yearly is just right to cover inflation and yearly increase in property expenses ? Yeah,... come to think of it,.. recently, I did hear of certain REIT acquisitions which are talking about being yield-accretive in the long term instead of being immediately after acquisition. laksaman57      ( Date: 23-Oct-2018 18:59) Posted: Pg-13 of presentation already highlighted show both dpu and nav fell, post-right/post aquisition.  But strangely it heading was " Accretive Acquisition Positioned For Long Term Growth" Could it be that only in the long term then its accretive
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chengwh1 Elite	23-Oct-2018 19:48        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I read somewhere in the documents that there is a rental escalation of 2% to 3% yearly for the properties  inside Westpark. But,... wouldn' t this 2% to 3% yearly is just right to cover inflation and yearly increase in property expenses ? Yeah,... come to think of it,.. recently, I did hear of certain REIT acquisitions which are talking about being yield-accretive in the long term instead of being immediately after acquisition. laksaman57      ( Date: 23-Oct-2018 18:59) Posted: Pg-13 of presentation already highlighted show both dpu and nav fell, post-right/post aquisition.  But strangely it heading was " Accretive Acquisition Positioned For Long Term Growth" Could it be that only in the long term then its accretive ? chengwh1      ( Date: 23-Oct-2018 18:17) Posted: After doing some analysis and searching here and there, I calculated that the pro forma dpu that would have been paid out from listing day, November 9th., 2017 till June 30th., 2018 would be ONLY 3.60 US Cts. That' s a 5.76% drop from the actual amount of 3.82 US Cts received recently. This WEstpark portfolio acquisition is NOT dpu-accretive,... or did I miss something ??
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laksaman57 Supreme	23-Oct-2018 18:59        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Pg-13 of presentation already highlighted show both dpu and nav fell, post-right/post aquisition.  But strangely it heading was " Accretive Acquisition Positioned For Long Term Growth" Could it be that only in the long term then its accretive ? chengwh1      ( Date: 23-Oct-2018 18:17) Posted: After doing some analysis and searching here and there, I calculated that the pro forma dpu that would have been paid out from listing day, November 9th., 2017 till June 30th., 2018 would be ONLY 3.60 US Cts. That' s a 5.76% drop from the actual amount of 3.82 US Cts received recently. This WEstpark portfolio acquisition is NOT dpu-accretive,... or did I miss something ??
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chengwh1 Elite	23-Oct-2018 18:17        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	After doing some analysis and searching here and there, I calculated that the pro forma dpu that would have been paid out from listing day, November 9th., 2017 till June 30th., 2018 would be ONLY 3.60 US Cts. That' s a 5.76% drop from the actual amount of 3.82 US Cts received recently. This WEstpark portfolio acquisition is NOT dpu-accretive,... or did I miss something ??
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laksaman57 Supreme	23-Oct-2018 17:57        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Correct me if i am wrong, but it look like the quantity of new units being issued is more than what the presentation illustrated.. The right issuance will bring in USD93.1million @ usd0.50/right from 186,236,224 new units Presentation illustration was USD102.3million @ usd0.59 which translated into 173,389,830 new units. Then dilution can be expected to be more than presented and pro forma post aquisition dpu should be lower. Dyodd. chengwh1      ( Date: 23-Oct-2018 15:09) Posted: On pg 13 of the presentation slides, the illustrative Rights Issue price used  is USD0.59, which will result in a dpu drop to 3.64c, which is LOWER than the current 3.82c (being the period from Jan 1st till June 30th, ... so, what happens now with the RI price having been lowered to 0.50c ? What would be  the resultant   in  ur dpy now in   post-Rights Issue ? I can' t semed to find  this working anywhere.... laksaman57      ( Date: 23-Oct-2018 10:37) Posted: Pro forma post acquisition dpu ...dyodd http://infopub.sgx.com/Apps?A=COW_CorpAnnouncement_Content&B=RSSAnnouncementToday&F=9GT7ZW1THAIT9MC4&H=fba6f45d43e7d2f20449a3d42251ff15302d3a2fd71a10b90d31aa958225d7a2
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laksaman57 Supreme	23-Oct-2018 16:55        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This reit seem to have a life of its own. Rushing thing a bit too fast before it prove itself stable. Wonder why 😞 . Dyodd
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chengwh1 Elite	23-Oct-2018 15:23        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The RI price is now lowered to 50c. What would be the resultant dpu now post-acquisition ? chengwh1      ( Date: 23-Oct-2018 15:09) Posted: On pg 13 of the presentation slides, the illustrative Rights Issue price used  is USD0.59, which will result in a dpu drop to 3.64c, which is LOWER than the current 3.82c (being the period from Jan 1st till June 30th, ... so, what happens now with the RI price having been lowered to 0.50c ? What would be  the resultant   in  ur dpy now in   post-Rights Issue ? I can' t semed to find  this working anywhere.... laksaman57      ( Date: 23-Oct-2018 10:37) Posted: Pro forma post acquisition dpu ...dyodd http://infopub.sgx.com/Apps?A=COW_CorpAnnouncement_Content&B=RSSAnnouncementToday&F=9GT7ZW1THAIT9MC4&H=fba6f45d43e7d2f20449a3d42251ff15302d3a2fd71a10b90d31aa958225d7a2
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chengwh1 Elite	23-Oct-2018 15:09        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	On pg 13 of the presentation slides, the illustrative Rights Issue price used  is USD0.59, which will result in a dpu drop to 3.64c, which is LOWER than the current 3.82c (being the period from Jan 1st till June 30th, ... so, what happens now with the RI price having been lowered to 0.50c ? What would be  the resultant   in  ur dpy now in   post-Rights Issue ? I can' t semed to find  this working anywhere.... laksaman57      ( Date: 23-Oct-2018 10:37) Posted: Pro forma post acquisition dpu ...dyodd http://infopub.sgx.com/Apps?A=COW_CorpAnnouncement_Content&B=RSSAnnouncementToday&F=9GT7ZW1THAIT9MC4&H=fba6f45d43e7d2f20449a3d42251ff15302d3a2fd71a10b90d31aa958225d7a2
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chengwh1 Elite	23-Oct-2018 14:57        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hehe,...  so I' m right, bro,.... laksaman57      ( Date: 23-Oct-2018 10:12) Posted: http://infopub.sgx.com/Apps?A=COW_CorpAnnouncement_Content&B=RSSAnnouncementToday&F=M7BBYTEGH9YHVGES&H=7e47caa6600ea3c7e71f4deef5ff6871450f357171cd69c0da6a786c1ad2a3c7 chengwh1      ( Date: 07-Oct-2018 17:42) Posted: Yes,... so, opportunities coming in the fourth quarter would be :- 1) Rights Issue subscription for Keppel-KBS REIT. 2) IPO of KBS REIT 3) IPO of Ascendas-Singbridge REIT Let' s see which one comes first,...
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