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chengwh1 Elite	08-Dec-2019 12:21        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Any investors here loading-up after reading the first report from DBS Research ? Is it convincing enough ??
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chengwh1 Elite	07-Dec-2019 13:14        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Some recent events taking place at LLGCR : 1) OCBC pulled-out from being a SSH with GE selling big stakes. 2) Blackrok pulled-out again after re-entering last week. Wondering if it will re-enter again. 3) Unit price stayed low and stabilized, did not drop further to 90c. 4) Yesterday,... DBS initiated coverage. Below is the report :- https://researchwise.dbsvresearch.com/ResearchManager/DownloadResearch.aspx?E=fabgdkhab
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uiop1223 Supreme	20-Nov-2019 18:53        uiop1223 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I dont like the portfolio to begin with.. dont think orchard malls will do well. Not sure abt the other asset overseas which is a non shopping mall? Its like rojak.. anyhow hum tup a portfolio and list as reits
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chengwh1 Elite	20-Nov-2019 17:46        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Unit price keeps downtrending,.... dpu payout day still faraway....
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chengwh1 Elite	17-Nov-2019 17:31        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Last Friday after close, it was announced that OCBC has cut its deemed interest level from 11+% to 10+% due to selling of units by three of its subsid' s. During a webinar prior to the IPO, it was replied that there is no moratorium period for SSHs. There is lock-down period of one-year for the mgr... Wondering how many more SSHs may choose to exit after this ? Lendlease in Australia needed to raise funds badly ! Hence sold the largest mall in South Australia, called the Marion-Westin at a very reduced price to SPH REIT. This is not a good sign. Some troubles are starting to brew for Lendlease after IPO. Similar to Eagle Hosp Trust,....
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Subaru2018 Senior	27-Oct-2019 08:50        Subaru2018 About Contact  Quote this Post!
x 0   x 0  Alert Admin	In japan, the yield for govt bond is close to zero. In europe, heard some countries going negative yield. 4% from a stable trust maybe like godsend gift to those funds.
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chengwh1 Elite	26-Oct-2019 22:09        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes,... you are right ! I have done the calculation too at my side. The special thing abt this REIT is its FY-end which is in June, as is with most of the PLCs in Australia. Looks like we are earning 3.82c only for holding this REIT from October 25, 2019 till round about September 15, 2020, before we will be granted the 3.82c in dpu payout. Assuming our purchase price of the unit is at 96c per unit, our yield works out to be 3.98% ONLY. It' s like a 12-mth USD FD at 3.98%. Is this worth it ? uiop1223      ( Date: 26-Oct-2019 06:27) Posted: I think since Fy2020 is not full year, they annualised the DPU to obtain 5.8%. 3.82c is actual dpu and they annualise it chengwh1      ( Date: 26-Oct-2019 00:36) Posted: I hoped somebody can kindly help me out here. In the prospectus, on Page 104, it mentioned that for Forecast Year 2020, the DPU is 3.82c, and the Distribution Yield is 5.80%, with a reference to Note 7. If I use 3.82c and to divide this by 88c (the listing price), I would get only a yield of 4.34%. HOw did the Distribution Yield of 5.80% come about please ? Thank you.
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uiop1223 Supreme	26-Oct-2019 06:27        uiop1223 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think since Fy2020 is not full year, they annualised the DPU to obtain 5.8%. 3.82c is actual dpu and they annualise it chengwh1      ( Date: 26-Oct-2019 00:36) Posted: I hoped somebody can kindly help me out here. In the prospectus, on Page 104, it mentioned that for Forecast Year 2020, the DPU is 3.82c, and the Distribution Yield is 5.80%, with a reference to Note 7. If I use 3.82c and to divide this by 88c (the listing price), I would get only a yield of 4.34%. HOw did the Distribution Yield of 5.80% come about please ? Thank you.
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chengwh1 Elite	26-Oct-2019 00:36        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I hoped somebody can kindly help me out here. In the prospectus, on Page 104, it mentioned that for Forecast Year 2020, the DPU is 3.82c, and the Distribution Yield is 5.80%, with a reference to Note 7. If I use 3.82c and to divide this by 88c (the listing price), I would get only a yield of 4.34%. HOw did the Distribution Yield of 5.80% come about please ? Thank you.
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john_ric Supreme	10-Oct-2019 16:00        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	heading back to ipo price of 88.
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bishan22 Supreme	07-Oct-2019 13:29        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	New broom sweep clean...
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Subaru2018 Senior	07-Oct-2019 13:16        Subaru2018 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This one never able to get on bargain.....so sad...
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easywin Supreme	07-Oct-2019 12:21        easywin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Buyers keeps buying up at bid price, more to go up?
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chengwh1 Elite	06-Oct-2019 23:04        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yeah,... deemed interest was mentioned in the article. Thank you for pointing this out, Subaru,... Subaru2018      ( Date: 06-Oct-2019 11:20) Posted: Not OCBC acquired, this is from its subsidaries great easteen, lion global, BOS trust from IPO placement.
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Subaru2018 Senior	06-Oct-2019 11:20        Subaru2018 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not OCBC acquired, this is from its subsidaries great easteen, lion global, BOS trust from IPO placement.
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chengwh1 Elite	06-Oct-2019 10:38        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	S$108.06mil divided by 122.79 million units = S$0.88003909 per unit, ie,... same price as per IPO appl stage. Err,... which organization would be willing to GIVE UP 122.79 units to OCBC Bank at IPO price when the IPO has been so successful and is trading at above S$0.90 now ?? What is the objective here please ? CheeryVGoh      ( Date: 05-Oct-2019 21:12) Posted: Lendlease Global Commercial REIT and OCBC OCBC has become a substantial shareholder of Lendlease Global Commercial REIT, with a deemed interest in 122.79 million units acquired for S$108.06 million in a placement, the bank said in a filing to SGX Friday. The bank has a deemed interest of 10.513 percent, after its subsidiaries &mdash Great Eastern Life Assurance, Great Eastern Trust, Lion Global Investors and BOS Trustee &mdash acquired units through the REIT&rsquo s IPO, the filing said.
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CheeryVGoh Supreme	05-Oct-2019 21:12        CheeryVGoh About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Lendlease Global Commercial REIT and OCBC OCBC has become a substantial shareholder of Lendlease Global Commercial REIT, with a deemed interest in 122.79 million units acquired for S$108.06 million in a placement, the bank said in a filing to SGX Friday. The bank has a deemed interest of 10.513 percent, after its subsidiaries &mdash Great Eastern Life Assurance, Great Eastern Trust, Lion Global Investors and BOS Trustee &mdash acquired units through the REIT&rsquo s IPO, the filing said.
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chengwh1 Elite	05-Oct-2019 16:04        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Tq,... I believed for investments,... it is better to be more concerned rather than less so,... Subaru2018      ( Date: 05-Oct-2019 14:02) Posted: who knows ? Different people have different purpose ... and opinions... Just take it with a pinch of salt..... dont need to be so serious over here chengwh1      ( Date: 05-Oct-2019 11:55) Posted: Well, bro,... evidently, the big and established cornerstones do not have the same opinions as we do,... Why would they take up the placements if they do not think this REIT is good ?
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Subaru2018 Senior	05-Oct-2019 14:02        Subaru2018 About Contact  Quote this Post!
x 0   x 0  Alert Admin	who knows ? Different people have different purpose ... and opinions... Just take it with a pinch of salt..... dont need to be so serious over here chengwh1      ( Date: 05-Oct-2019 11:55) Posted: Well, bro,... evidently, the big and established cornerstones do not have the same opinions as we do,... Why would they take up the placements if they do not think this REIT is good ?
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laksaman57 Supreme	05-Oct-2019 14:01        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://sbr.com.sg/markets-investing/news/lendlease-global-commercial-reit-prices-ipo-088-unit "Lendlease Global Commercial REIT is seeking to raise up to $1.03b through the sale of more than 1.16 billion units ...... 22.72 million units will be made available to the Singapore public."
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