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luckyguy3 Master	18-Feb-2024 11:35        luckyguy3 About Contact  Quote this Post!
x 0   x 1  Alert Admin	Previously I already warned that by conducting share buyback, the DPU will be reduced and true enough, the DPU decrease > 20% y on y. So now they conducting share buyback again ??? wouldn' t it be better to increase DPU? I dun trust the management luckyguy3      ( Date: 23-Nov-2023 08:39) Posted: Refer to attachment below: Before share buyback and assuming the profit to be the same as 1H23, DPU is 1.318 cents AFTER share buyback, DPU is 1.287 cents causing a DROP in DPU ... Why does ESR reit keep destroy shareholders value? (Assuming my calculation is accurate).. time and again..
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luckyguy3 Master	18-Feb-2024 11:33        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	share buyback but reduced DPU by more than 20%??? logical? I think share buyback and the recent high volume with volatile price movement recently is to help those institutional managers who subscribed to the right shares at around 32 cents to offload ?? I dun know.. just my guess But I prefer them to increase DPU rather than throw away $$$ for share buyback   stockwatch8877      ( Date: 18-Feb-2024 11:26) Posted: ESR Logo Reit bought their share starting from 30 cents. Now the share price is traded at 32 cents, the same price with the right issue at 32 cents But I am still making a loss. Hope the share price do not go down again, but goes up instead. HUAT for year 2024 Alignment      ( Date: 17-Feb-2024 22:36) Posted: A bit surprised they have been buying back shares so close to the NAV. They should have gone harder when the share price was lower.
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Alignment Elite	18-Feb-2024 11:29        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Back in October they were buying some as low as S$0.26. They should have bought more then at that price, rather than investing in this Japan fund.
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stockwatch8877 Senior	18-Feb-2024 11:26        stockwatch8877 About Contact  Quote this Post!
x 0   x 1  Alert Admin	ESR Logo Reit bought their share starting from 30 cents. Now the share price is traded at 32 cents, the same price with the right issue at 32 cents But I am still making a loss. Hope the share price do not go down again, but goes up instead. HUAT for year 2024 Alignment      ( Date: 17-Feb-2024 22:36) Posted: A bit surprised they have been buying back shares so close to the NAV. They should have gone harder when the share price was lower.
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Alignment Elite	17-Feb-2024 22:36        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	A bit surprised they have been buying back shares so close to the NAV. They should have gone harder when the share price was lower.
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stockwatch8877 Senior	15-Feb-2024 10:12        stockwatch8877 About Contact  Quote this Post!
x 0   x 1  Alert Admin	ESR Logo Reit target price is 0.34 cents.
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Goldfinger Supreme	10-Feb-2024 16:02        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	The best news would be to quick out ESR as Manager.
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Alignment Elite	10-Feb-2024 12:05        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	I would appreciate being pointed out exactly what material good news this company has announced. I don' t see any.
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stockwatch8877 Senior	10-Feb-2024 11:05        stockwatch8877 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Correct. The share price kept going down after the ex dividend. Is not a good response. I am stuck with this stock. Piao Chong lah
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luckyguy3 Master	03-Feb-2024 22:30        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	So much good news until NTA drops by 12% again to 32 cents and DPU drops by 21% to 1.18 cents? and every single year NTA and DPU dropped and dropped and dropped   stockwatch8877      ( Date: 03-Feb-2024 12:41) Posted: ESR Logo Reit has so much good news but the share price is traded at 32 cents. I got stuck with this stocks, and I only can do is to collect the dividends. The dividend is well paid off. If I have money, I will buy again this stocks. Alignment      ( Date: 01-Feb-2024 18:45) Posted: As far as I see it Mapletree or Capland may cherrypick from the REITs managed by the other managers but they will never take over REITs themselves. I am told they look down on the other managers and think there are too many bad apples in their portfolios.
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stockwatch8877 Senior	03-Feb-2024 12:41        stockwatch8877 About Contact  Quote this Post!
x 0   x 0  Alert Admin	ESR Logo Reit has so much good news but the share price is traded at 32 cents. I got stuck with this stocks, and I only can do is to collect the dividends. The dividend is well paid off. If I have money, I will buy again this stocks. Alignment      ( Date: 01-Feb-2024 18:45) Posted: As far as I see it Mapletree or Capland may cherrypick from the REITs managed by the other managers but they will never take over REITs themselves. I am told they look down on the other managers and think there are too many bad apples in their portfolios.
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Alignment Elite	01-Feb-2024 18:45        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	As far as I see it Mapletree or Capland may cherrypick from the REITs managed by the other managers but they will never take over REITs themselves. I am told they look down on the other managers and think there are too many bad apples in their portfolios.
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Goldfinger Supreme	01-Feb-2024 08:11        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	I am good to hold. The dividends help pay for my travels. I do hope they get bought over one day by Mapletree or CapLand though. That will be a re-rating. luckyguy3      ( Date: 01-Feb-2024 08:07) Posted: I would advise u to look at the 7 years trend since ESR took over Cambridge reit. It has been going down, DPU, NTA and share price ever since. That why MANY users here are fed up with ESR. Most of them ex-ESR shareholders who gave up and have already sold. Not I bashing.. I just saying the truth. U can go do research on ESR-reit past 7 years trend both NTA and DPU as well as the share price. Good luck Goldfinger      ( Date: 01-Feb-2024 08:00) Posted: I hold 50 SGX counters and ESR is only one of them. But o get a 4 digit dividend from it monthly, so do watch this closely. It?s okay, not great but okay to me.
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luckyguy3 Master	01-Feb-2024 08:07        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I would advise u to look at the 7 years trend since ESR took over Cambridge reit. It has been going down, DPU, NTA and share price ever since. That why MANY users here are fed up with ESR. Most of them ex-ESR shareholders who gave up and have already sold. Not I bashing.. I just saying the truth. U can go do research on ESR-reit past 7 years trend both NTA and DPU as well as the share price. Good luck Goldfinger      ( Date: 01-Feb-2024 08:00) Posted: I hold 50 SGX counters and ESR is only one of them. But o get a 4 digit dividend from it monthly, so do watch this closely. It?s okay, not great but okay to me.
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Goldfinger Supreme	01-Feb-2024 08:00        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	I hold 50 SGX counters and ESR is only one of them. But o get a 4 digit dividend from it monthly, so do watch this closely. It?s okay, not great but okay to me.
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luckyguy3 Master	01-Feb-2024 07:59        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	U do not promote? sure? NTA drops > 10% and DPU drops > 20% and u say is " not too bad. Almost good" ? Goldfinger      ( Date: 01-Feb-2024 07:45) Posted: It?s because of the unit increase. Actually not too bad. Almost good. I will get a lot of dividends from this payout.
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luckyguy3 Master	01-Feb-2024 07:56        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	7 years ago, U know when ESR took over Cambride Reit, the NTA was 60 cents and DPU 5 cents. then they start issuing rights/placements until the unit increase and increase until the base unit so huge that NTA now only 32 cents and DPU now 1.18x2 = around 2.4 cents. They overpaid for the merger with VIVA and LOGOS and they issue shares at super low price. In the end, who benefitted from the increase in units? u? u as the shareholder experience share dilution. So in the end share price dropped from 60 cents to now 30 cents and so do the share price of the units u holding and u say is good? Goldfinger      ( Date: 01-Feb-2024 07:45) Posted: It?s because of the unit increase. Actually not too bad. Almost good. I will get a lot of dividends from this payout.
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Goldfinger Supreme	01-Feb-2024 07:55        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	It?s my own take. And I do not bash or promote. luckyguy3      ( Date: 01-Feb-2024 07:49) Posted: good? NTA drops from 36 to 32 cents and DPU drops from 1.5 cents to 1.1 cents good?  Wow..  Goldfinger      ( Date: 01-Feb-2024 07:45) Posted: It?s because of the unit increase. Actually not too bad. Almost good. I will get a lot of dividends from this payout.
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luckyguy3 Master	01-Feb-2024 07:50        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	U shd ask around how many users here are pro-esr and how many anti-esr  Goldfinger      ( Date: 01-Feb-2024 07:47) Posted: Then you should sell all and not look back. You seem very anti ESR. luckyguy3      ( Date: 31-Dec-2023 10:35) Posted: MOST ppl hates ESR
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luckyguy3 Master	01-Feb-2024 07:49        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	good? NTA drops from 36 to 32 cents and DPU drops from 1.5 cents to 1.1 cents good?  Wow..  Goldfinger      ( Date: 01-Feb-2024 07:45) Posted: It?s because of the unit increase. Actually not too bad. Almost good. I will get a lot of dividends from this payout.
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