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Bird TT
OCBC runing with news out on 16 Mar or continue, technical view? Yesterday forgot to short Keppel.....
Market standstill with potential fed hike interest rate on Wednesday and boj also will update qe package and interest rate too.
After that market will anyhow run.
Then I enjoy the dividend and see how high it can go. Add up 1 year more than 20% return will do.
TechnicalTrader ( Date: 13-Mar-2017 17:12) Posted:
Personally, I don' t think mr li will bring it home..He has been trying to move in the other direction.
Recently, he is ageing very fast... (a point for worry!)
earlybird14 ( Date: 13-Mar-2017 16:58) Posted:
For REITs property appreciate or depreciate, you won't know and can't profit from it if the property is not sold at high price.
So eventually REITs still work on dividend basis. Dividend up, price up, dividend down price down.
For property assets value, as usual, sgx stock all same, know how to record property asset gain In profit but don't know how to record property impairment loss.
We will only know 1 day the counter burst and massive write down on assets value like RMT and etc, next will be APTT.
How is Manulife, since it is just Ipo for less than 1 month. Ipo REITs mostly do whatever they can do to boost Ipo price so normally it is fully appreciated, so no worth to buy for dividend since there are other old REITs which may give better dividend like acendas REITs with 6.1%.
Hph trust is a bet on price appreciation by hoping someone know how to appreciate the 50% discounted counter since Ipo and also hope mr li will take it home(hongkong |
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Personally, I don' t think mr li will bring it home..He has been trying to move in the other direction.
Recently, he is ageing very fast... (a point for worry!)
earlybird14 ( Date: 13-Mar-2017 16:58) Posted:
For REITs property appreciate or depreciate, you won't know and can't profit from it if the property is not sold at high price.
So eventually REITs still work on dividend basis. Dividend up, price up, dividend down price down.
For property assets value, as usual, sgx stock all same, know how to record property asset gain In profit but don't know how to record property impairment loss.
We will only know 1 day the counter burst and massive write down on assets value like RMT and etc, next will be APTT.
How is Manulife, since it is just Ipo for less than 1 month. Ipo REITs mostly do whatever they can do to boost Ipo price so normally it is fully appreciated, so no worth to buy for dividend since there are other old REITs which may give better dividend like acendas REITs with 6.1%.
Hph trust is a bet on price appreciation by hoping someone know how to appreciate the 50% discounted counter since Ipo and also hope mr li will take it home(hongkong)
TechnicalTrader ( Date: 13-Mar-2017 16:28) Posted:
make sense...
longer term, another consideration is the potential appreciation of value of properties portfolio
Comparing their Charts, Manulife looked slightly better in the next few days.
But they do not appeal to me.
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For REITs property appreciate or depreciate, you won't know and can't profit from it if the property is not sold at high price.
So eventually REITs still work on dividend basis. Dividend up, price up, dividend down price down.
For property assets value, as usual, sgx stock all same, know how to record property asset gain In profit but don't know how to record property impairment loss.
We will only know 1 day the counter burst and massive write down on assets value like RMT and etc, next will be APTT.
How is Manulife, since it is just Ipo for less than 1 month. Ipo REITs mostly do whatever they can do to boost Ipo price so normally it is fully appreciated, so no worth to buy for dividend since there are other old REITs which may give better dividend like acendas REITs with 6.1%.
Hph trust is a bet on price appreciation by hoping someone know how to appreciate the 50% discounted counter since Ipo and also hope mr li will take it home(hongkong)
TechnicalTrader ( Date: 13-Mar-2017 16:28) Posted:
make sense...
longer term, another consideration is the potential appreciation of value of properties portfolio
Comparing their Charts, Manulife looked slightly better in the next few days.
But they do not appeal to me.
earlybird14 ( Date: 13-Mar-2017 16:06) Posted:
Which REITs or trust listed in sgx never fall but up within 2 years?
Trust is dividend. Manulife 4.2%, hph trust 6.7%.
Payout ratio. Hph trust 100% of eps. Manulife without tax, net profit is 21mio and pay 22mio. This is without tax, with tax net profit may be 18mio, so payout ratio is 110-120%.(don't count property assets gain because buy trust for dividend, dividend is cash generation through operation or rental fee, no cash no dividend).
So of course hph trust win Manulife Reit 2 street |
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Thanks for sharing, TT!
TechnicalTrader ( Date: 13-Mar-2017 16:28) Posted:
make sense...
longer term, another consideration is the potential appreciation of value of properties portfolio
Comparing their Charts, Manulife looked slightly better in the next few days.
But they do not appeal to me.
earlybird14 ( Date: 13-Mar-2017 16:06) Posted:
Which REITs or trust listed in sgx never fall but up within 2 years?
Trust is dividend. Manulife 4.2%, hph trust 6.7%.
Payout ratio. Hph trust 100% of eps. Manulife without tax, net profit is 21mio and pay 22mio. This is without tax, with tax net profit may be 18mio, so payout ratio is 110-120%.(don't count property assets gain because buy trust for dividend, dividend is cash generation through operation or rental fee, no cash no dividend).
So of course hph trust win Manulife Reit 2 street |
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make sense...
longer term, another consideration is the potential appreciation of value of properties portfolio
Comparing their Charts, Manulife looked slightly better in the next few days.
But they do not appeal to me.
earlybird14 ( Date: 13-Mar-2017 16:06) Posted:
Which REITs or trust listed in sgx never fall but up within 2 years?
Trust is dividend. Manulife 4.2%, hph trust 6.7%.
Payout ratio. Hph trust 100% of eps. Manulife without tax, net profit is 21mio and pay 22mio. This is without tax, with tax net profit may be 18mio, so payout ratio is 110-120%.(don't count property assets gain because buy trust for dividend, dividend is cash generation through operation or rental fee, no cash no dividend).
So of course hph trust win Manulife Reit 2 street.
goldvision ( Date: 13-Mar-2017 15:51) Posted:
| EB & TT, do u think Manulife US REIT or HPH Trust is better? |
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Thanks, EB! You're good. You know your stuff.
earlybird14 ( Date: 13-Mar-2017 16:10) Posted:
Traders in market very smart de. They will study Manulife cash flow position and determine if the dividend payout is sustainable or not, if there are potential of cutting they will bring the REITs price down.
So Manulife in next 3 years will be like hph trust last 3 years. Unless they buy property continually to boost the operation income for dividend, if they just base on present property portfolio, no worth to buy and hold since price is fully appreciated by market, cannot go up further but with risk of getting down if their rental fee dropping in the future.
Hph trust I already written why we should buy hph trust. I am biased for sure since I like hph trust among all trust in sgx now.
earlybird14 ( Date: 13-Mar-2017 16:06) Posted:
Which REITs or trust listed in sgx never fall but up within 2 years?
Trust is dividend. Manulife 4.2%, hph trust 6.7%.
Payout ratio. Hph trust 100% of eps. Manulife without tax, net profit is 21mio and pay 22mio. This is without tax, with tax net profit may be 18mio, so payout ratio is 110-120%.(don't count property assets gain because buy trust for dividend, dividend is cash generation through operation or rental fee, no cash no dividend).
So of course hph trust win Manulife Reit 2 street |
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😩
famouspinky ( Date: 13-Mar-2017 16:19) Posted:
Y=yes
earlybird14 ( Date: 13-Mar-2017 16:18) Posted:
Ask market buyers and sellers😁 😁 😁
I only know month upper bollinger is 9.64, so called resistance.
Bull bear war with level between 9.42-9.65 range bounce |
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Y=yes
earlybird14 ( Date: 13-Mar-2017 16:18) Posted:
Ask market buyers and sellers😁 😁 😁
I only know month upper bollinger is 9.64, so called resistance.
Bull bear war with level between 9.42-9.65 range bounce.
famouspinky ( Date: 13-Mar-2017 16:14) Posted:
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Ask market buyers and sellers😁 😁 😁
I only know month upper bollinger is 9.64, so called resistance.
Bull bear war with level between 9.42-9.65 range bounce.
famouspinky ( Date: 13-Mar-2017 16:14) Posted:
Y
earlybird14 ( Date: 13-Mar-2017 15:55) Posted:
| 9.6, still cannot cross the range bounce |
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Y
earlybird14 ( Date: 13-Mar-2017 15:55) Posted:
9.6, still cannot cross the range bounce
davidoch ( Date: 13-Mar-2017 13:50) Posted:
No, 5 digit only, wish me good luck...Painful process go in to the wrong price
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Traders in market very smart de. They will study Manulife cash flow position and determine if the dividend payout is sustainable or not, if there are potential of cutting they will bring the REITs price down.
So Manulife in next 3 years will be like hph trust last 3 years. Unless they buy property continually to boost the operation income for dividend, if they just base on present property portfolio, no worth to buy and hold since price is fully appreciated by market, cannot go up further but with risk of getting down if their rental fee dropping in the future.
Hph trust I already written why we should buy hph trust. I am biased for sure since I like hph trust among all trust in sgx now.
earlybird14 ( Date: 13-Mar-2017 16:06) Posted:
Which REITs or trust listed in sgx never fall but up within 2 years?
Trust is dividend. Manulife 4.2%, hph trust 6.7%.
Payout ratio. Hph trust 100% of eps. Manulife without tax, net profit is 21mio and pay 22mio. This is without tax, with tax net profit may be 18mio, so payout ratio is 110-120%.(don't count property assets gain because buy trust for dividend, dividend is cash generation through operation or rental fee, no cash no dividend).
So of course hph trust win Manulife Reit 2 street.
goldvision ( Date: 13-Mar-2017 15:51) Posted:
| EB & TT, do u think Manulife US REIT or HPH Trust is better? |
|
|
|
Which REITs or trust listed in sgx never fall but up within 2 years?
Trust is dividend. Manulife 4.2%, hph trust 6.7%.
Payout ratio. Hph trust 100% of eps. Manulife without tax, net profit is 21mio and pay 22mio. This is without tax, with tax net profit may be 18mio, so payout ratio is 110-120%.(don't count property assets gain because buy trust for dividend, dividend is cash generation through operation or rental fee, no cash no dividend).
So of course hph trust win Manulife Reit 2 street.
goldvision ( Date: 13-Mar-2017 15:51) Posted:
| EB & TT, do u think Manulife US REIT or HPH Trust is better? |
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9.6, still cannot cross the range bounce
davidoch ( Date: 13-Mar-2017 13:50) Posted:
No, 5 digit only, wish me good luck...Painful process go in to the wrong price
earlybird14 ( Date: 13-Mar-2017 13:47) Posted:
seem like you hold more than 6digit for Ocbc.
Still at a range 9.42-9.65. Hope it break 9.65 |
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EB & TT, do u think Manulife US REIT or HPH Trust is better?
No, 5 digit only, wish me good luck...Painful process go in to the wrong price
earlybird14 ( Date: 13-Mar-2017 13:47) Posted:
seem like you hold more than 6digit for Ocbc.
Still at a range 9.42-9.65. Hope it break 9.65.
davidoch ( Date: 13-Mar-2017 13:37) Posted:
TT & Bird Bird thank you so much.
I am stll in OCBC, finally profit liao form paper loss 3K+
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seem like you hold more than 6digit for Ocbc.
Still at a range 9.42-9.65. Hope it break 9.65.
davidoch ( Date: 13-Mar-2017 13:37) Posted:
TT & Bird Bird thank you so much.
I am stll in OCBC, finally profit liao form paper loss 3K+
TechnicalTrader ( Date: 13-Mar-2017 13:33) Posted:
got some new contracts help to up up the px a bit...
Otherwise it is consolidating... resistance now 53...
but downside risk is high...
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TT & Bird Bird thank you so much.
I am stll in OCBC, finally profit liao form paper loss 3K+
TechnicalTrader ( Date: 13-Mar-2017 13:33) Posted:
got some new contracts help to up up the px a bit...
Otherwise it is consolidating... resistance now 53...
but downside risk is high...
davidoch ( Date: 13-Mar-2017 12:09) Posted:
Bird Bird & TT
Your view on CSE gobal?
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got some new contracts help to up up the px a bit...
Otherwise it is consolidating... resistance now 53...
but downside risk is high...
davidoch ( Date: 13-Mar-2017 12:09) Posted:
Bird Bird & TT
Your view on CSE gobal?
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