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461-480 of 818
Very solid, even during Covid-19 period. This yr should be better.
Octavia ( Date: 11-Dec-2020 14:03) Posted:
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Have been collecting dividend, vested since it IPO-ed.
dcools ( Date: 10-Dec-2020 03:33) Posted:
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Hi guys,
I recently wrote an article about my opnion on Sasseur REIT. I do think this REIT could potentially benefit from China' s shift towards being a self-reliant economy through boosting its domestic consumption. Click on the link below to have a look and let me know your thoughts!
http://www.passivements.com/2021/01/09/sasseur-reit-riding-on-the-growth-of-the-chinese-middle-class/
I recently wrote an article about my opnion on Sasseur REIT. I do think this REIT could potentially benefit from China' s shift towards being a self-reliant economy through boosting its domestic consumption. Click on the link below to have a look and let me know your thoughts!
http://www.passivements.com/2021/01/09/sasseur-reit-riding-on-the-growth-of-the-chinese-middle-class/
SHANGHAI (REUTERS) - Authorities in the capital of China&rsquo s Hebei province strengthened travel restriction on Thursday (Jan 7) to curb the spread of the coronavirus as the country reported the biggest rise in daily Covid-19 cases in more than five months.
Hebei, which entered a " wartime mode" on Tuesday, accounted for 51 of the 52 local cases reported by the National Health Commission on Thursday. This compared with 20 cases reported in the province a day earlier.
Authorities in Shijiazhuang, Hebei&rsquo s capital, have launched mass testing drives and banned gatherings to reduce the spread of the coronavirus.
Chinese state television reported that the city has now banned passengers from entering its main railway station.
The city previously required travellers to present a negative nucleic acid Covid-19 test result taken within 72 hours before boarding a train or an airplane in the province.
Total number of new Covid-19 cases for all of mainland China stood at 63, compared with 32 reported a day earlier, marking the biggest rise in daily cases since 127 cases were reported on July 30.
The number of asymptomatic patients, who have been infected with the Sars-CoV-2 virus that causes the disease but have yet to develop any symptoms, also rose to 79 from 64 a day earlier.
The total number of confirmed Covid-19 cases in mainland China since the outbreak first started in the city of Wuhan in late 2019 now stands at 87,278 cases, while the death toll remained unchanged at 4,634.
In the city of Dalian in Liaoning province, which has reported local infections in recent days, residents in medium or high-risk areas have been barred from leaving the city.
Residents in other areas were told to refrain from unnecessary trips out of Dalian.
Authorities in Guangdong province late on Wednesday reported a patient infected with a more transmissible variant of the coronavirus discovered in South Africa.
Some scientists worry that Covid-19 vaccines currently being rolled out may not be able to protect against this variant because of certain mutations that have been observed.
One mouth swallow up 82.5c soon.
Notice supported when it hits 80/81c range. This one geared towards 88/89c.🤔
Sian dividend still not in yet.🤔
DBS Group Research has turned more bullish on CapitaLand Retail China Trust (CRCT) following the latter&rsquo s proposed acquisition of several properties in China and the further improvement in the retail sector there.
This bodes well for Sasseur REIT too and I recalled analyst mentioned expected DPU for 4Q will be higher.🤓
This bodes well for Sasseur REIT too and I recalled analyst mentioned expected DPU for 4Q will be higher.🤓
today is the last day to trade cd.
Left 5 more trading days to XD.
Octavia ( Date: 13-Nov-2020 10:35) Posted:
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DBS analyst TP $0.90.
Maintain BUY TP revised to S$0.90. Sasseur REIT may be one of
the first retail REITs to post a y-o-y growth in DPU at an 8% y-oy increase in the quarter, which should bode well with investors.
This is by virtue of the escalation that is built into the EMA
rental structure and strong recovery in tenant sales to c.90% of
pre-COVID levels. Sasseur REIT currently trades at an attractive
forward yield of 8.2% with further DPU upside from higher
variable EMA rents which we have not priced into our current
estimates.
Tenant sales normalisation to pose upside to variable rents.
Fixed EMA rents, which escalated at c.3% per annum, made up
67% of total rents for the quarter. Variable rents that are tied
to tenant sales, while still at a c.10% y-o-y decline, may see
upside from seasonally stronger 4Q20 sales numbers for Sasseur
REIT. Tenant sales improved 33% q-o-q to RMB1,111m in the
quarter. We think that Sasseur REIT is on track to exceed our
tenant sales estimates (15% y-o-y dip in FY20), supported by
strong pent-up demand and diversion of outbound travel
expense towards retail expenditure for the average Chinese
consumer.
Valuation:
We maintain our BUY recommendation with a revised DCFbased TP of S$0.90 after rolling forward valuations into FY21.
For more details read below link.
https://api2.sgx.com/sites/default/files/2020-11/DBS_Sasseur%20REIT-Up%20up%20and%20away%20161120.pdf?utm_source=MG& utm_medium=EDM& utm_campaign=alwayson& utm_term=231120& utm_content=BR
the first retail REITs to post a y-o-y growth in DPU at an 8% y-oy increase in the quarter, which should bode well with investors.
This is by virtue of the escalation that is built into the EMA
rental structure and strong recovery in tenant sales to c.90% of
pre-COVID levels. Sasseur REIT currently trades at an attractive
forward yield of 8.2% with further DPU upside from higher
variable EMA rents which we have not priced into our current
estimates.
Tenant sales normalisation to pose upside to variable rents.
Fixed EMA rents, which escalated at c.3% per annum, made up
67% of total rents for the quarter. Variable rents that are tied
to tenant sales, while still at a c.10% y-o-y decline, may see
upside from seasonally stronger 4Q20 sales numbers for Sasseur
REIT. Tenant sales improved 33% q-o-q to RMB1,111m in the
quarter. We think that Sasseur REIT is on track to exceed our
tenant sales estimates (15% y-o-y dip in FY20), supported by
strong pent-up demand and diversion of outbound travel
expense towards retail expenditure for the average Chinese
consumer.
Valuation:
We maintain our BUY recommendation with a revised DCFbased TP of S$0.90 after rolling forward valuations into FY21.
For more details read below link.
Sasseur REIT. Confirm fund mgrs, big SSH and analysts will be collecting (0.80c to 0 81c). Today vol staying power very good. 1/2 hour left, volume may hit 5,000,000 mil shrs ++
Octavia ( Date: 23-Nov-2020 16:22) Posted:
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Yup,if I am not wrong NAV is 92c.
teeth53 ( Date: 23-Nov-2020 16:14) Posted:
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It yield is comparable to some others high REITs.
dcools ( Date: 14-Nov-2020 06:12) Posted:
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@current trading price, stable stock, been collecting quaterly it dividend for many years. No trading for me. (Just sharing info)
Octavia ( Date: 20-Nov-2020 12:11) Posted:
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Huat huat..argh. Dividend play. Can go 0.88 cents
Sasseur REIT Cheong arhhhh...
with china still growing economy and increasing middle class.its qtrly dpu likely to grow going forward.
Like kena road block by BB to accumulate more.🤔
dpu 1.764c is the highest qtrly payout shince listing. with China economy still growing and China now emphasis more on domestic consumption. Going forward sasseur reit could post higher qtrly dpu.