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Manulife US REIT IPO
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junction
Master |
07-Nov-2016 22:02
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Correct me if I am wrong. I think your calculation of 4.77% yield for this year is faulty. The yield becomes USD0.0401/USD0.8400 = only 4.77% for this year. It is not for the whole year but for 224 days only. Hence you should multiply your own figures by 365/224 which gives 7.78% yield, which is very attractive. If you project the expected US dollar increase against Sing dollar, its even more attractive.
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chengwh1
Elite |
07-Nov-2016 20:48
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The report today looks good. The dpu was earlier forecast to be at 1.90 US Cts, but turned out to be 2.01 US Cts. Hence, the dpu is higher in actuality. One thing comes to mind,... for the period Listing Date till Sep 30, 2016, the dpu is 2.01 Us Cts, for 4.5 months. For the last three months, say,... at best case scenario, the dpu can reach 2.00 US Cts, the total dpu for 2016 is only 4.01 US Cts. The yield becomes USD0.0401/USD0.8400 = only 4.77% for this year. Just fyi : The Listing Prospectus earlier mentioned that the yield for FY2016 is targetted to be at 6.60%. At a price of USD0.8300 (IPO Subscription Price in May 2016), the total DPU works out to be USD0.05478 for the whole of 2016, PRORATED. Further fyi : The Listing Prospectus also mentioned that the yield for FY2017 is targetted to be at 7.10%. At a price of USD0.83 (IPO Subscription Price in May 2016), the total DPU is targetted to be USD0.05893 for the whole of 2017. Frankly,... not very good yields here,.... |
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marubozu1688
Master |
21-Oct-2016 23:14
Yells: "Be humble in front of Mr. Market." |
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Manulife US REIT compare to other REITs. http://mystocksinvesting.com/singapore-reits/bubble-charts/singapore-reit-stock-shortlisting-bubble-charts-october-2016/ |
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Know-Your-Stuff
Senior |
06-Jul-2016 23:42
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PIMCO released a report titled: US Commercial Real Estate (CRE) - A storm is brewing. Dated 04 July. Read before you decide to invest in this reit.
For the past 18 months, US CRE Reits had been trading well below NAV. Now I understand why they choose to list here hehe. Can get premium pricing in far away land because ppl generally dont know the local situation well. US property prices is back to 2007 price level...mainly due to chinese ppl purchasing power for the last 5 years. Is it a bubble you decide. Status - Not vested.
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chengwh1
Elite |
17-Jun-2016 11:46
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Investors seemed to be spooked by the ' price-defending actions' of Credit Suisse. Almost everyone is sitting at the sidelines today, and the price stabilising actions keep occuring at USD0.810. Let' s see later today,.... |
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famouspinky
Supreme |
16-Jun-2016 19:39
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Well said. This is a society of positive pictures. Bluffing own3lves.
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chengwh1
Elite |
16-Jun-2016 18:39
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The ann' t came in at 18:18:32. 200000 Units were defended at a price of USD 0.810 per unit. The price kept trying USD0.805 in between intervals today,... but got bumped up to USD0.810,... Wonder how will it open on Monday,.... |
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chengwh1
Elite |
16-Jun-2016 18:13
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Looks like there has been no stabilizing action done today to defend the price at USD0.810. There is no ann' t till now,... |
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chengwh1
Elite |
16-Jun-2016 17:06
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So,...the Stabilization Period is probably ending tomorrow, and in the last 30 days since listing, Credit Suisse has kept on buying to hold the price up.When Credit Suisse stops doing the buying, how much will the price fall ? |
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nqing87
Supreme |
23-May-2016 12:33
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dunno how many times sgx had changed the STI components over these few years.. i remember before noble got kick out of STI components, olam was also kick out previously.. they put in stronger counters & therefore, total market capitalisation didnt fall as much.. dow jones changed it' s components only 51 times over the 100+ years.. our sgx dunno changed how many times this few years.. sometimes shouldnt just anyhow change & put in the better performance counters in terms of share price, ' cos the poor performance also depicts the current state of economic situation.. no point painting a facade rosy picture & putting all the strong counters & making STI buff up, when the global economy wasnt that rosy as it is..
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Just4win
Supreme |
23-May-2016 12:01
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Good sharing. Thx, Bro! Just to clarify, based on your analysis, does it mean that if STI' s counter composition remained unchanged, STI should hv fallen by > 50%, iso 30% ? Hmmm... theroretically, STI is a safer bet, since SGX can always changed the counters , based on the best among the best or best among the worst.
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Toyota86
Member |
23-May-2016 11:48
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I didn' t buy from the IPO...Is it time to buy? |
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Qanghoo
Supreme |
21-May-2016 13:00
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Apologies. I' ve re-posted due to too many typos. If we were to do a chart of the STI for the last 10 yrs, we might be surprised at what we' d see - that it has gone down by abt 30%, from close to 4,000 pts then to < 2,800 pts now. Yet, if we were to take a closer look at the same constituent stocks that made up the STI then that still form part of the index now, we' d probably find that many of them have fundamentally strengthened in terms of capital base, balance sheet n performance. N if we cld do an exact apple-for-apple comparison of all the stocks listed here from that same date 10 yrs ago and now, we might find that mkt capitalisation has shrunk > 50%. That is the kind of world class mkt, set in one of the world' s great financial centres, we are talking abt. Will it shock us or shame us as Singaporeans? Probably not. It only confirms what kind of illusions we are probably living in, n how a management with such apparently inept performance n showing seemingly so poor imagination n foresight has been allowed to continue on n on.
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Qanghoo
Supreme |
21-May-2016 12:46
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If we were to do a chart of the STI for the last 10 yrs, we' d be shocked at what we' d see - that it has gone down by abt 30%, from clost to 4,000 pts to < 2,800 pts now. Yet, if we were to take a closer look at the same constituent stocks that made up the STI then that still form part of the index now, we' d probably find that many of them have fundamentally strengthened in terms of capital base, balance sheet n performance. N if we cld do an exact apple-for-apple comparison of all the stocks listed here from that same date 10 yrs ago and now, we might find that mkt capitalisation maybe shrinking > 50%. That is the kind of world class mkt, set in one of the world' s great financial centres of the world, we are talking abt. Will it shock us or shame us as Singaporeans? Probably not It only confirms what kind of illusions we are probably living in n how a management with such apparently inept performance n showing seemingly so poor imagination n foresight has been allowed to continue on n on.
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Lepin888
Veteran |
21-May-2016 11:47
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Better off buy existing reits that deliver above 6% and also lower gearing and no exchange risk. ..this one attractive only if above 7.5% yield.. |
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nqing87
Supreme |
21-May-2016 11:02
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any IPO other than healthcare, food/entertainment, will not perform well here in sg market currently.. so far many had tanked, only IPO serving healthcare/food/entertainment are performing well.. like singapore O& G, jumbo, mm2, acromec.. sg market give good valuations to these sectors currently.. playing stock sometimes also not about fundamentals/technicals, also about branding/sentiment lol |
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john_ric
Supreme |
20-May-2016 23:58
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i applied for 2000 but , LUCKily , I did not get this crap. |
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sengsk
Elite |
20-May-2016 17:56
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Totally agree with you. US will turn the market down with this interest rate hike. Right now, they are doing the slow cooking of the frog . Investors are advise to sell off your Reit, property, banking stock in Singapore market. Remember, any good news from now is the best time to sell it off.
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lighter87
Master |
20-May-2016 17:46
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Potential interest rate hike will force reits price down | ||||
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sgng123
Supreme |
20-May-2016 16:02
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Don bother with market this time, it is sell in may go away in june trading pattern. 2 major global issues that might rock market this 2q namely brexit and taiwan dpp lead government. Market hate uncertainty, don know if britain would stay or leave and what kind of shit taiwan new gov would create give market big reason to sell down till coast clear. Even surviving these we still got us president election in 3q, donald trump effect would rock market |
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