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Thing is will LL be able to get a loan during these times to make the acquisition ? Rates are favourable, of course,... but the qualification ? How abt the NPI yield of the bldg since it' s still new ?
Emm,... I couldn' t find the parking when I went there,... not enough signboards. If you go to another suburban area like, say Sheng Siong in Woodlands to buy some groceries, you can easily find the way to the parking area and with a good ezLink Card, you' re all set to go.... but not PLQ. If you do not wish to drive to the sister mall from Changi City Point, you can take a FREE shuttle bus that travels in a loop to take you there, do your banking at POSBank and then returns to CCP with the same shuttle bus. Frequency every 20 mins. PLQ does not have this convenience with a nearby mall. Perhaps PLQ is still new,... I' ll give it this !
drwealthz ( Date: 16-Jun-2020 21:11) Posted:
Oh power. If that one go in would be good man. I' m familiar with PLQ. Prime. Intellectual property Office of Singapore is based there.
chengwh1 ( Date: 16-Jun-2020 20:47) Posted:
| Paya Lebar Quarters (PLQ). Couldn' t remember the name earlier,... been there once since it opened,.. the front facade is brownish tint,.. |
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Oh power. If that one go in would be good man. I' m familiar with PLQ. Prime. Intellectual property Office of Singapore is based there.
chengwh1 ( Date: 16-Jun-2020 20:47) Posted:
Paya Lebar Quarters (PLQ). Couldn' t remember the name earlier,... been there once since it opened,.. the front facade is brownish tint,...
drwealthz ( Date: 16-Jun-2020 18:48) Posted:
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Paya Lebar Quarters (PLQ). Couldn' t remember the name earlier,... been there once since it opened,.. the front facade is brownish tint,...
drwealthz ( Date: 16-Jun-2020 18:48) Posted:
Any idea which country?
chengwh1 ( Date: 16-Jun-2020 17:31) Posted:
| There is a new mall completed by them recently. Heard somewhere if they are going to inject the next asset into the REIT, this would be the one because this asset has not been included into a property fund yet. |
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Any idea which country?
chengwh1 ( Date: 16-Jun-2020 17:31) Posted:
| There is a new mall completed by them recently. Heard somewhere if they are going to inject the next asset into the REIT, this would be the one because this asset has not been included into a property fund yet. |
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There is a new mall completed by them recently. Heard somewhere if they are going to inject the next asset into the REIT, this would be the one because this asset has not been included into a property fund yet.
Not to my knowledge. Just a wild speculation by me (not facts).
Laurenpanna ( Date: 16-Jun-2020 13:38) Posted:
is there a news on them considering an inclusion of parkway mall into the REIT?
drwealthz ( Date: 16-Jun-2020 11:01) Posted:
I did an analysis. If it really reaches that price, my advise is dont sell. Imagine their potential e.g.if they let in parkway mall into the investment portfolio (don' t even talk about what Jem can bring). The malls they own are at the level of capitamall. You would be getting capitamall potential for the little you paid.
I personally cant see the value in carpark tho. Maybe youngsters can. Hawker + Cinema. |
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is there a news on them considering an inclusion of parkway mall into the REIT?
drwealthz ( Date: 16-Jun-2020 11:01) Posted:
I did an analysis. If it really reaches that price, my advise is dont sell. Imagine their potential e.g.if they let in parkway mall into the investment portfolio (don' t even talk about what Jem can bring). The malls they own are at the level of capitamall. You would be getting capitamall potential for the little you paid.
I personally cant see the value in carpark tho. Maybe youngsters can. Hawker + Cinema.
raykee ( Date: 16-Jun-2020 10:16) Posted:
| 1 covid send it to half the ipo price.... guess i might leave once the 1st divend is obtained.... vested during ipo :( |
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I' m keeping an openmnd too,.. Thing is the CEO mentioned earlier that many of their assets are held under funds, and it would be a challenge to persuade the fund investors to divest their holdings before those assets can be injected into the REIT.
Secondly,... talking abt acquisitions, during these times of stress, how are they able to make acquisitions ? The two properties they are holding now must be able to survive this turmoil before we can start to talk abt the REIT flying high, into the leagues of CMT. The unit price is cheap now for a reason.
I did an analysis. If it really reaches that price, my advise is dont sell. Imagine their potential e.g.if they let in parkway mall into the investment portfolio (don' t even talk about what Jem can bring). The malls they own are at the level of capitamall. You would be getting capitamall potential for the little you paid.
I personally cant see the value in carpark tho. Maybe youngsters can. Hawker + Cinema.
raykee ( Date: 16-Jun-2020 10:16) Posted:
| 1 covid send it to half the ipo price.... guess i might leave once the 1st divend is obtained.... vested during ipo :( |
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1 covid send it to half the ipo price.... guess i might leave once the 1st divend is obtained.... vested during ipo :(
no need to share and give money to tentant liao ma... plus jinx is gone
Wa lao... dam hot now suddenly this stock
I guess I was wrong. Maybe Singaporeans and tourists like Hawkers and Cinema
Laurenpanna ( Date: 15-Jun-2020 18:10) Posted:
the new event project save it from the red.
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the new event project save it from the red.
They retracted their IPO forecasts,... BUT : in the recent business update or financial reporting, they
did not hold back any amt as precuations for CV19 ! This is a big difference vs other REITs out there, incl healthcare REITs (said to be the safest during these times).
Observers ( Date: 14-Jun-2020 14:10) Posted:
| I guess can expect lower dpu for many years with the double effect of covid + additional capex. Yield investors might want to look elsewhere. |
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I guess they are trying something bah.
chengwh1 ( Date: 14-Jun-2020 13:38) Posted:
Maybe nothing else to buy for them,... they would like to diversify more,... which is not wrong, and which is better than holding cash, with all things remaining equal !
drwealthz ( Date: 13-Jun-2020 15:35) Posted:
| I wonder why they chose that. It' s likely gonna be another *scape. It' s just next to *scape has the same concept as *scape. |
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I guess can expect lower dpu for many years with the double effect of covid + additional capex. Yield investors might want to look elsewhere.
Maybe nothing else to buy for them,... they would like to diversify more,... which is not wrong, and which is better than holding cash, with all things remaining equal !
drwealthz ( Date: 13-Jun-2020 15:35) Posted:
| I wonder why they chose that. It' s likely gonna be another *scape. It' s just next to *scape has the same concept as *scape. |
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I wonder why they chose that. It' s likely gonna be another *scape. It' s just next to *scape has the same concept as *scape.
Excerpt from your article below : Set to be operational in the second quarter of 2022, the new concept at Somerset, designed by DP Architects, will include multiple event spaces, an independent cinema, hawker stalls, and a food-and-beverage attraction.
Two things in my mind,....
1) Many things can happen betw now and 2Q2022,...
2) Events and Cinemas are targetted as virus-risky locations,... and heavy safe distancing procdures will be exercised,....
Jamesbond007 ( Date: 13-Jun-2020 15:05) Posted:
| https://www.businesstimes.com.sg/companies-markets/lreit-secures-s10m-tender-to-rejuvenate-somerset-area?amp |
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