Back

Latest Forum Topics / Lendlease Reit    Last:0.55    -0.01

Post Reply

Cacola Post Reply Rate topic
PhillipTan Supreme	06-Mar-2023 16:54        PhillipTan About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	That sounds more suitable for Yanlord, Yongnam or Manulife just to name a few lol   coco66      ( Date: 06-Mar-2023 16:07) Posted: Just thought of a rhyme : " London bridge is falling down, falling down "
Useful To Me  Not Useful To Me
coco66 Member	06-Mar-2023 16:07        coco66 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just thought of a rhyme : " London bridge is falling down, falling down "
Useful To Me  Not Useful To Me
PhillipTan Supreme	06-Mar-2023 12:03        PhillipTan About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	I saw it selling at 0.67-0.675 Direct bought at 0.675 Cheaper than scrip dividend price even after adding in transaction charges lol Why people rushing to sell at 0.67 to 0.675?   HVRRVH      ( Date: 05-Mar-2023 20:16) Posted: https://investors.sgx.com/company-disclosures/company-announcements?annc=DOBCM48CWRDGLLG1 Sponsor sold 2m shares. No strong disagreement with your views generally. Lendlease is not the only retail/office complex in the area thought. Let?s hope they do well for unit holders?sake. PhillipTan      ( Date: 05-Mar-2023 14:59) Posted: My personal view, but I could be wrong - High interest may persist for a while more, but shouldn' t stay so high perpetually As lessees renew their leases or new leases signed, I couldn' t be sure but logically the increase in interest cost should be factored into the lease rates and the increase in borrowing costs will be eventually passed on to the lessees as time pass DPU should not be very much affected by the rising interest rates if looking at long term - Jurong East area was already planned to become the second CBD since many years ago in 2008 (they call it the Jurong Lake District - JLD) A lot of development started taking place shortly after the announcement Such as JEM, Westgate, Ng Teng Fong, Devan Nair Institute, relocating and rebuilding of JE Bus Interchange and now JCube is the next target to be transformed into condos and offices Even without the rising interest rates, rental rates in this region have been and should continue to go up over time As such, I personally think DPU will keep going up with or without the rising interest rates - CEO selling of shares I know, but I didn' t notice sponsor selling of shares There could be many personal reasons why the CEO sell his shares Maybe he wanted to buy a new condo or bungalow or Ferrari, and wanted to cash in his shares, who knows why Just because they sell shares, I feel we shouldn' t straight away jump into negative conclusions such as losing confidence in the company But if they start buying more, or if company starts doing SBB, that could be a good sign Lendlease share price drop after he sold the shares, but at the time market started downhill until the bottom near end Oct Him selling could be a good timing or coincidence Lendlease share price drop is not a standalone case, almost all companies were affected too Hence, I wouldn' t read too much into it I previously sold at $0.79 and bought back at $0.745 At $0.675 or even $0.68, I think this price should be a nice entry price in my personal opinion Queued twice at $0.675 and I didn' t get it I think maybe I should just buy at $0.68 next week hahaha
Useful To Me  Not Useful To Me
HVRRVH Elite	05-Mar-2023 20:16        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://investors.sgx.com/company-disclosures/company-announcements?annc=DOBCM48CWRDGLLG1 Sponsor sold 2m shares. No strong disagreement with your views generally. Lendlease is not the only retail/office complex in the area thought. Let?s hope they do well for unit holders?sake. PhillipTan      ( Date: 05-Mar-2023 14:59) Posted: My personal view, but I could be wrong - High interest may persist for a while more, but shouldn' t stay so high perpetually As lessees renew their leases or new leases signed, I couldn' t be sure but logically the increase in interest cost should be factored into the lease rates and the increase in borrowing costs will be eventually passed on to the lessees as time pass DPU should not be very much affected by the rising interest rates if looking at long term - Jurong East area was already planned to become the second CBD since many years ago in 2008 (they call it the Jurong Lake District - JLD) A lot of development started taking place shortly after the announcement Such as JEM, Westgate, Ng Teng Fong, Devan Nair Institute, relocating and rebuilding of JE Bus Interchange and now JCube is the next target to be transformed into condos and offices Even without the rising interest rates, rental rates in this region have been and should continue to go up over time As such, I personally think DPU will keep going up with or without the rising interest rates - CEO selling of shares I know, but I didn' t notice sponsor selling of shares There could be many personal reasons why the CEO sell his shares Maybe he wanted to buy a new condo or bungalow or Ferrari, and wanted to cash in his shares, who knows why Just because they sell shares, I feel we shouldn' t straight away jump into negative conclusions such as losing confidence in the company But if they start buying more, or if company starts doing SBB, that could be a good sign Lendlease share price drop after he sold the shares, but at the time market started downhill until the bottom near end Oct Him selling could be a good timing or coincidence Lendlease share price drop is not a standalone case, almost all companies were affected too Hence, I wouldn' t read too much into it I previously sold at $0.79 and bought back at $0.745 At $0.675 or even $0.68, I think this price should be a nice entry price in my personal opinion Queued twice at $0.675 and I didn' t get it I think maybe I should just buy at $0.68 next week hahaha   HVRRVH      ( Date: 03-Mar-2023 17:38) Posted: I am fine with not getting at current price. Frankly, confident a bit shaken by CEO' s sale of his shares followed by sponsor also selling on 28.2.23. Plus Lendlease has large high interest notes. Getting at 67.5 with trade fees is almost no different from DRP at 67.88. For now, I would be contented if dpu don' t drop for the next couple of years.
Useful To Me  Not Useful To Me
PhillipTan Supreme	05-Mar-2023 14:59        PhillipTan About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	My personal view, but I could be wrong - High interest may persist for a while more, but shouldn' t stay so high perpetually As lessees renew their leases or new leases signed, I couldn' t be sure but logically the increase in interest cost should be factored into the lease rates and the increase in borrowing costs will be eventually passed on to the lessees as time pass DPU should not be very much affected by the rising interest rates if looking at long term - Jurong East area was already planned to become the second CBD since many years ago in 2008 (they call it the Jurong Lake District - JLD) A lot of development started taking place shortly after the announcement Such as JEM, Westgate, Ng Teng Fong, Devan Nair Institute, relocating and rebuilding of JE Bus Interchange and now JCube is the next target to be transformed into condos and offices Even without the rising interest rates, rental rates in this region have been and should continue to go up over time As such, I personally think DPU will keep going up with or without the rising interest rates - CEO selling of shares I know, but I didn' t notice sponsor selling of shares There could be many personal reasons why the CEO sell his shares Maybe he wanted to buy a new condo or bungalow or Ferrari, and wanted to cash in his shares, who knows why Just because they sell shares, I feel we shouldn' t straight away jump into negative conclusions such as losing confidence in the company But if they start buying more, or if company starts doing SBB, that could be a good sign Lendlease share price drop after he sold the shares, but at the time market started downhill until the bottom near end Oct Him selling could be a good timing or coincidence Lendlease share price drop is not a standalone case, almost all companies were affected too Hence, I wouldn' t read too much into it I previously sold at $0.79 and bought back at $0.745 At $0.675 or even $0.68, I think this price should be a nice entry price in my personal opinion Queued twice at $0.675 and I didn' t get it I think maybe I should just buy at $0.68 next week hahaha   HVRRVH      ( Date: 03-Mar-2023 17:38) Posted: I am fine with not getting at current price. Frankly, confident a bit shaken by CEO' s sale of his shares followed by sponsor also selling on 28.2.23. Plus Lendlease has large high interest notes. Getting at 67.5 with trade fees is almost no different from DRP at 67.88. For now, I would be contented if dpu don' t drop for the next couple of years.  PhillipTan      ( Date: 03-Mar-2023 17:24) Posted: Lucky to those who got 0.675 I guess? I queued 0.675, didn' t get
Useful To Me  Not Useful To Me
HVRRVH Elite	03-Mar-2023 17:38        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	I am fine with not getting at current price. Frankly, confident a bit shaken by CEO' s sale of his shares followed by sponsor also selling on 28.2.23. Plus Lendlease has large high interest notes. Getting at 67.5 with trade fees is almost no different from DRP at 67.88. For now, I would be contented if dpu don' t drop for the next couple of years.  PhillipTan      ( Date: 03-Mar-2023 17:24) Posted: Lucky to those who got 0.675 I guess? I queued 0.675, didn' t get   HVRRVH      ( Date: 03-Mar-2023 10:20) Posted: Current price 67.5, even lower than DRP price of 67.88! Next dpu is crucial and frankly, the sign is more inclined to the negative side. Will check back this space when next q results is released.
Useful To Me  Not Useful To Me
PhillipTan Supreme	03-Mar-2023 17:24        PhillipTan About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Lucky to those who got 0.675 I guess? I queued 0.675, didn' t get   HVRRVH      ( Date: 03-Mar-2023 10:20) Posted: Current price 67.5, even lower than DRP price of 67.88! Next dpu is crucial and frankly, the sign is more inclined to the negative side. Will check back this space when next q results is released.
Useful To Me  Not Useful To Me
HVRRVH Elite	03-Mar-2023 10:20        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	Current price 67.5, even lower than DRP price of 67.88! Next dpu is crucial and frankly, the sign is more inclined to the negative side. Will check back this space when next q results is released.
Useful To Me  Not Useful To Me
john_ric Supreme	02-Mar-2023 16:49        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	I bot again at 0.68. Very good price to enter. If drop to 0.65 enter again. (Provided no negative news from the co)
Useful To Me  Not Useful To Me
HVRRVH Elite	02-Mar-2023 14:13        HVRRVH About Contact  Quote this Post!
x 1   x 0  Alert Admin	On 28 Feb there was a matching closing of 71 cents with a couple of million shares traded. The next day, Lendlease Corporation Ltd announced via SGXNet that they have sold 2 million shares at 71 cents each. On that whole day the transacted price have never reach even 70.5 cents I think. Well done!
Useful To Me  Not Useful To Me
governor Veteran	28-Feb-2023 19:37        governor About Contact  Quote this Post!
x 0   x 0  Alert Admin	Lendlease related google lone Wolf investor if you can' t click the link 🙏 Commentary  Disruption Galore  My thoughts and prayers to the people affected by the deadly earthquake in Turkiye and Syria. Wishing the victims a speedy recovery from the ordeal.  In 2000s, It was probably one of the worst possible timing to start my career as a stock broker, beside that the market was still licking the wound bought on by the 2000 tech bubble crash, 9/11 and sars crisis.   https://lonewolfinvestor.blogspot.com/2023/02/wolf-moneyportfolio-update-for-end-feb.html?m=1
Useful To Me  Not Useful To Me
HVRRVH Elite	19-Feb-2023 12:36        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	I would have opted for DRP and even buy more if not because of the fact that CEO had sold bulk of his holding. It' s telling. Is he no confidence that the unit price will not go beyond 82 cents anytime soon? I know it is unreasonable for insiders to only buy and not sell but the timing was uncanny, the price started dropping after he sold. If he really need money urgently, a man of his standing will have no issue at all with access to funding, be it pledging his shares, collateral his assets or whatever, but outright selling his holding? I will hold on to my current holding but would not add anymore anytime soon. The dividend is still attractive and if it maintain, the investment is stil a positive one but it would be risking to add more now.  HVRRVH      ( Date: 19-Jan-2023 15:24) Posted: For completness of my posting sake, the CEO, Kelvin Chow, sold 616,000 shares at 82.5 cents each on 9.9.22 based on announcement made by the reit on SGX net.  HVRRVH      ( Date: 19-Jan-2023 15:13) Posted: Seems so. My blackhourse reit better start running. Very poor performance and totally didn' t expect CEO to sell some of his shares. He was elaborating convincingly how the purchase of the remaining JEM is going to benefit the reit during the rights issue time.
Useful To Me  Not Useful To Me
PhillipTan Supreme	17-Feb-2023 13:36        PhillipTan About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	I will go for DRP Jurong East is set to become second CBD I have hopes for Lendlease hahaha
Useful To Me  Not Useful To Me
john_ric Supreme	17-Feb-2023 11:46        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	Cash is king. I normally take cash
Useful To Me  Not Useful To Me
HVRRVH Elite	16-Feb-2023 14:54        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	DRP priced at 67.88 cents. Not biting! Will take cash. Lendlease needs to improve its gearing first.
Useful To Me  Not Useful To Me
john_ric Supreme	15-Feb-2023 14:25        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	As per normal inching down after xd. March is normally not a good month for share price. Let's be patient.
Useful To Me  Not Useful To Me
HVRRVH Elite	14-Feb-2023 14:24        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	XD today and it hit low of 69.5. I have decided to take cash for the DPU and not participate in the DRP. With the enlarged unit base, obviously if the unit price appreciate/DPU increase, it will be disadvantageous to skip DRP. However, whatever the discount on DRP price, I believe eventually the market price will trend toward it. Can buy later if price subsequently indeed match/go lower than the DRP price, if instead the price increase, it will increase the value of current holding too so it' s ok.
Useful To Me  Not Useful To Me
HVRRVH Elite	10-Feb-2023 12:45        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	I have half of your holding. I will add but it has to be at least below the recent rights issue price, i.e., 72 cents but still see it testing 70 cents after XD.  Goldfinger      ( Date: 10-Feb-2023 12:12) Posted: Managed to accumulate 300k units at the recent lower prices. If it drops to the 70 cents area, will add add more.
Useful To Me  Not Useful To Me
Goldfinger Supreme	10-Feb-2023 12:12        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Managed to accumulate 300k units at the recent lower prices. If it drops to the 70 cents area, will add add more.
Useful To Me  Not Useful To Me
HVRRVH Elite	10-Feb-2023 11:42        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	Concerted efforts promoting to retails? Personally I think it is safer to buy around $.69 or below, price may or may not come to that but as of next 12-month timeframe, more likely to hit $.69 than all the targeted prices. In fact, once XD, it is likely to drift toward 70 cents again.
Useful To Me  Not Useful To Me

                                                         First   < Newer   681-700 of 805   Older>   Last