Ascendas-hTrust   

Ascendas Hospitality Trust Fundamental

But I do travel with family 5-6 times a year - Singapore really too cramped for relaxing and need variety - hence I appreciate the safety factor and how recent trends will impact Asian tourism positively, including hospitality plays in Singapore, Oz, Japan etc

ecekca      ( Date: 19-Dec-2015 11:42) Posted: Make sense. But you good life cos you already retirement phase for me, only staycation. been going to staycation for the past few years.. :) Goldfinger      ( Date: 19-Dec-2015 09:53) Posted: Asian tourism is a good story - especially if people begin to avoid Europe in droves due to heightened risks - eg my family has been going Europe annually the past few years and I am now switching to Australia, NZ and northern Asia - it's not fun travelling to places where you have to keep looking over your shoulder and worry about trouble and being a soft target. There would be others like me - many others possibly..

 

Me mid 40s lah - haha - can't retire yet else I will go bonkers LOL

ecekca      ( Date: 19-Dec-2015 11:42) Posted: Make sense. But you good life cos you already retirement phase for me, only staycation. been going to staycation for the past few years.. :) Goldfinger      ( Date: 19-Dec-2015 09:53) Posted: Asian tourism is a good story - especially if people begin to avoid Europe in droves due to heightened risks - eg my family has been going Europe annually the past few years and I am now switching to Australia, NZ and northern Asia - it's not fun travelling to places where you have to keep looking over your shoulder and worry about trouble and being a soft target. There would be others like me - many others possibly..

 

Make sense.

But you good life cos you already retirement phase

for me, only staycation. been going to staycation for the past few years.. :)

Goldfinger      ( Date: 19-Dec-2015 09:53) Posted: Asian tourism is a good story - especially if people begin to avoid Europe in droves due to heightened risks - eg my family has been going Europe annually the past few years and I am now switching to Australia, NZ and northern Asia - it's not fun travelling to places where you have to keep looking over your shoulder and worry about trouble and being a soft target. There would be others like me - many others possibly..

 

Asian tourism is a good story - especially if people begin to avoid Europe in droves due to heightened risks - eg my family has been going Europe annually the past few years and I am now switching to Australia, NZ and northern Asia - it's not fun travelling to places where you have to keep looking over your shoulder and worry about trouble and being a soft target. There would be others like me - many others possibly..

 

Overbot level

Time to sell...or short sell.

 

but weird right. Japan markets drop after stimulus from Abe

sometimes find market irrational...

Goldfinger      ( Date: 18-Dec-2015 16:22) Posted: Oh - no wonder - there was more good stimulus news from Abe and Jspan today.. ecekca      ( Date: 18-Dec-2015 15:17) Posted: Would it be better buying AUDSGD and selling SGDJPY be a faster option . it trading at a high P/B of 0.95

 

Oh - no wonder - there was more good stimulus news from Abe and Jspan today..

ecekca      ( Date: 18-Dec-2015 15:17) Posted: Would it be better buying AUDSGD and selling SGDJPY be a faster option . it trading at a high P/B of 0.95 Goldfinger      ( Date: 18-Dec-2015 14:27) Posted: With resurgent interest in Aus and Japan as travel destinations, esp given the situation in Euro, and the strengthening currencies against S$ - may strengthen going forward. It was previously dragged down by derivative hedges and weakening currencies.

 

Would it be better buying AUDSGD and selling SGDJPY be a faster option . it trading at a high P/B of 0.95

Goldfinger      ( Date: 18-Dec-2015 14:27) Posted: With resurgent interest in Aus and Japan as travel destinations, esp given the situation in Euro, and the strengthening currencies against S$ - may strengthen going forward. It was previously dragged down by derivative hedges and weakening currencies.. ecekca      ( Date: 18-Dec-2015 14:14) Posted: No one has any view on this ?

 

With resurgent interest in Aus and Japan as travel destinations, esp given the situation in Euro, and the strengthening currencies against S$ - may strengthen going forward. It was previously dragged down by derivative hedges and weakening currencies..

ecekca      ( Date: 18-Dec-2015 14:14) Posted: No one has any view on this ?

 

No one has any view on this ?

 

Still quite close to oversold area..it will drop when Fed annouce interest rate hike

 

Anybody knows why AHT still so strong. P/B is the highest . It used to be a weak counter amongs the hospitality reit
 

 

Very strong but more leeway for it to go down

at the mid of 52 weeks high and low as compare to the rest (most are hitting 52 weeks low)

 

Target south to 0.61
 

 

Another technical trend for AHT as it hitting oversold ..

Should be going lower

 

i reckon acquisition at the wrong timing cos it could be cheaper in few years time.

us9392      ( Date: 05-Dec-2015 04:11) Posted: Aurora Melbourne Central completion in 2019. The aquisition is only the 23 floors of the service apartments (   strata tiles ) of the 92 storey building. Please read that there comes  with income support clause from UEM should rentals falls short. ( Its   often that the aquirer pays an upfront or higher price to seller , then what the seller can get ). Sounds like an Aussie flavoured deal not unlike buying a suburban house with guranteed rentals...... you decide ?

 

its the location of the place in Melbourne which makes it attractive

ecekca      ( Date: 05-Dec-2015 02:04) Posted: Why impressed ? The cpty UEM is not a bigger player Goldfinger      ( Date: 04-Dec-2015 17:33) Posted: Actually I'm impressed they managed to secure this deal. It looks good on paper given the Central location and proximity to QV Market and the CBD and Melbourne Museum et

 

Aurora Melbourne Central completion in 2019. The aquisition is only the 23 floors of the

service apartments (   strata tiles ) of the 92 storey building. Please read that there comes 

with income support clause from UEM should rentals falls short. ( Its   often that the aquirer

pays an upfront or higher price to seller , then what the seller can get ). Sounds like an Aussie

flavoured deal not unlike buying a suburban house with guranteed rentals...... you decide ?

 

Why impressed ? The cpty UEM is not a bigger player

Goldfinger      ( Date: 04-Dec-2015 17:33) Posted: Actually I'm impressed they managed to secure this deal. It looks good on paper given the Central location and proximity to QV Market and the CBD and Melbourne Museum etc ecekca      ( Date: 04-Dec-2015 17:04) Posted: Aht starts to move higher from 0.625 to 0.645 and came acquisition annoucement.. Interesting...

 

Actually I'm impressed they managed to secure this deal. It looks good on paper given the Central location and proximity to QV Market and the CBD and Melbourne Museum etc

ecekca      ( Date: 04-Dec-2015 17:04) Posted: Aht starts to move higher from 0.625 to 0.645 and came acquisition annoucement.. Interesting...