ESR-REIT   

Cambridge Ind Trust Results Announcement

In layman, I do not understand about this news.
I only know that I am making a loss in this stock since 2022. Look at the share price was 29 or 29.5 cents. Even the good news and dividend payout 2024 cannot push up the price.

Joelton      ( Date: 29-Mar-2024 09:42) Posted: ESR-Logos Reit secures S$200 million sustainability-linked credit facility    ESR-Logos Real Estate Investment Trust (Reit) : J91U -1.67% has obtained its first sustainability-linked loan worth S$200 million.    The unsecured revolving credit facility agreement is entered into by Perpetual (Asia) in its capacity as the trustee of ESR-Logos Reit. (*see amendment note)   The Reit manager said on Thursday (Mar 28) that the loan amount will be used for general corporate funding purposes including, but not limited to, the refinancing of existing debt, the improvement of its existing assets and asset acquisition.   Lenders for the agreement include RHB and the Singapore branches of CIMB, Maybank, Sumitomo Mitsui Banking Corporation and HSBC.    Units of ESR-Logos Reit closed up S$0.01 or 3.4 per cent at S$0.30 on Wednesday.     In February, the manager indicated that the Reit was looking to deploy some S$700 million for investments as it seeks both organic and inorganic growth in 2024.   Its chief executive Adrian Chui also noted a stabilising interest rate environment at the time.    For its second half ended Dec 31, 2023, the Reit posted a distribution per unit of S$0.01186, down 23 per cent from S$0.0154 the year before, due to lower income and an enlarged unit base.

 

 

Thanks for your information.
No wonder the trading price has dropped to 29.5 cents. Many people will shift their portfolio to trade other counters.   
ESR Logo Reit management is drawing away many investors. And in the end, ESR Logo Reit will become a quiet stocks. I hope the management will understand not to make a bad stocks. In fact, they had collected many money to buy back their own stock.

luckyguy3      ( Date: 15-Mar-2024 19:25) Posted: They are going to annouce a $240million AEI and if they borrow $$$ to pay for the AEI, their gearing will shoot back above 40. And u will not see the earnings from that AEI until 2-3 years later. And if they dun want to borrow, they will resort to fund raising and u go through their previous fund raisings, always at a discount to NTA and trading price and share price will drop and drop ... Good luck to u stockwatch8877      ( Date: 15-Mar-2024 18:55) Posted: I am not being sarcastic, I believe the trading price will go up because the price has not been moving upwards since 2022

 

They are going to annouce a $240million AEI and if they borrow $$$ to pay for the AEI, their gearing will shoot back above 40. And u will not see the earnings from that AEI until 2-3 years later.

And if they dun want to borrow, they will resort to fund raising and u go through their previous fund raisings, always at a discount to NTA and trading price and share price will drop and drop ...

Good luck to u

stockwatch8877      ( Date: 15-Mar-2024 18:55) Posted: I am not being sarcastic, I believe the trading price will go up because the price has not been moving upwards since 2022. luckyguy3      ( Date: 15-Mar-2024 14:44) Posted: haha.. u being sarcastic or what? Gearing goes up above 40% share price will go up ?

 

I am not being sarcastic, I believe the trading price will go up because the price has not been moving upwards since 2022.

luckyguy3      ( Date: 15-Mar-2024 14:44) Posted: haha.. u being sarcastic or what? Gearing goes up above 40% share price will go up ?  stockwatch8877      ( Date: 15-Mar-2024 11:27) Posted: Yes. Hope that you are correct, the share price will go up.

 

haha.. u being sarcastic or what? Gearing goes up above 40% share price will go up ? 

stockwatch8877      ( Date: 15-Mar-2024 11:27) Posted: Yes. Hope that you are correct, the share price will go up.   luckyguy3      ( Date: 15-Mar-2024 07:30) Posted: ESR-reit have been saying they are building fountain since 2017.. every year without fail, NTA and DPU and share price dropped and dropped. And they going to have a $240million AEI soon. Guess where the money is going to come from? yes.. fund raising again.. If they dun resort to fund raising, their Gearing will go back up to > 40

 

Yes.
Hope that you are correct, the share price will go up.
 

luckyguy3      ( Date: 15-Mar-2024 07:30) Posted: ESR-reit have been saying they are building fountain since 2017.. every year without fail, NTA and DPU and share price dropped and dropped. And they going to have a $240million AEI soon. Guess where the money is going to come from? yes.. fund raising again.. If they dun resort to fund raising, their Gearing will go back up to > 40% stockwatch8877      ( Date: 13-Mar-2024 19:17) Posted: Even though, the price kept going down. I believe ESR Logo Reit is building its fountain. Once the fountain is stable, the share price will grow. All it needs is time. Horay

 

ESR-reit have been saying they are building fountain since 2017.. every year without fail, NTA and DPU and share price dropped and dropped.
And they going to have a $240million AEI soon. Guess where the money is going to come from? yes.. fund raising again..

If they dun resort to fund raising, their Gearing will go back up to > 40%

stockwatch8877      ( Date: 13-Mar-2024 19:17) Posted: Even though, the price kept going down. I believe ESR Logo Reit is building its fountain. Once the fountain is stable, the share price will grow. All it needs is time. Horay

 

ESR Logo Reit price is 29.5cents is very low. Do not miss the opportunity. Can buy and keep. The dividend payout is high and good.

 

Even though, the price kept going down. I believe ESR Logo Reit is building its fountain. Once the fountain is stable, the share price will grow. All it needs is time. Horay

 

Sorry, I do not know about the DPU and it' s yield. Sad to say, even ESR Logo Reit has good news. The share price will not go up, you can see the trade history. I just collect the dividends. The stock has been controlled by ESR and it became not an interesting stocks. Alamak

Goldfinger      ( Date: 13-Mar-2024 08:46) Posted: What is the DPU and yield at current price? stockwatch8877      ( Date: 12-Mar-2024 19:04) Posted: ESR Logo Reit dividend payout is coming very soon in March.

 

What is the DPU and yield at current price?

stockwatch8877      ( Date: 12-Mar-2024 19:04) Posted: ESR Logo Reit dividend payout is coming very soon in March.

 

ESR Logo Reit dividend payout is coming very soon in March.

 

Yes, I knew about this news. But it is of no use because the share price did not move up. Instead it goes down below 32 cents, even itl today year 2024. Alamak

luckyguy3      ( Date: 11-Mar-2024 03:50) Posted: They going to announce the AEI that costs around $240million. Wait another fund raising, private placement, right issues etc.. then share price tank again luckyguy3      ( Date: 11-Mar-2024 03:49) Posted:

 

They going to announce the AEI that costs around $240million. Wait another fund raising, private placement, right issues etc.. then share price tank again

luckyguy3      ( Date: 11-Mar-2024 03:49) Posted: stockwatch8877      ( Date: 10-Mar-2024 15:54) Posted: In 2022, ESR Logo Reit had called for a issue right price of 32 cents. But today March 2024, the share price was traded below the issue price. I do not understand that the company had collected the money but nothing seems to be growing. What is happening???

 

stockwatch8877      ( Date: 10-Mar-2024 15:54) Posted: In 2022, ESR Logo Reit had called for a issue right price of 32 cents. But today March 2024, the share price was traded below the issue price. I do not understand that the company had collected the money but nothing seems to be growing. What is happening???

 

In 2022, ESR Logo Reit had called for a issue right price of 32 cents. But today March 2024, the share price was traded below the issue price. I do not understand that the company had collected the money but nothing seems to be growing. What is happening???

 

Yes, 5 years ago ESR Logo Reit price was 40 cents. I was attracted by the analysts recommendation into buying it. And I got stuck with this stock.

Alignment      ( Date: 09-Mar-2024 21:47) Posted: I would not put any weight at all on what analysts say with respect to price targets. Five years ago the share price was over S$0.55 and I would bet almost 100% of analysts had a buy recommendation. Look where we are now. Almost 50% lower.

 

I would not put any weight at all on what analysts say with respect to price targets.

Five years ago the share price was over S$0.55 and I would bet almost 100% of analysts had a buy recommendation. Look where we are now. Almost 50% lower.

 

I do not know whether it is good for Quartz to be inside ESR Logo Reit. Look at Sabana Reit of how Quartz handle with Sabana, ver complicated.
I hope ESR Logo itself can push up to the target price of 34 cents as many analysts recommended a " Buy" calls.