tag:blogger.com,1999:blog-831661957694056827.post1865550690706703334..comments2023-11-02T19:29:05.886+08:00Comments on S-REIT Investment Blog: Updates on my Investmentsjc.education.sghttp://www.blogger.com/profile/14204356555965121308noreply@blogger.comBlogger10125tag:blogger.com,1999:blog-831661957694056827.post-18129324664912250072017-01-06T14:06:03.418+08:002017-01-06T14:06:03.418+08:00Wondering..Are you going to pick up the rights or ...Wondering..Are you going to pick up the rights or stay put ? zoomzoomhttps://www.blogger.com/profile/16042552148931288516noreply@blogger.comtag:blogger.com,1999:blog-831661957694056827.post-65186106894190119022017-01-06T14:05:11.778+08:002017-01-06T14:05:11.778+08:00Just wondering..So are you going to pick up the ri...Just wondering..So are you going to pick up the rights or stay put ?zoomzoomhttps://www.blogger.com/profile/16042552148931288516noreply@blogger.comtag:blogger.com,1999:blog-831661957694056827.post-87052566197044355342017-01-02T07:25:30.101+08:002017-01-02T07:25:30.101+08:00After receiving your letter, you can go to ATM to ...After receiving your letter, you can go to ATM to do your subscription.jc.education.sghttps://www.blogger.com/profile/14204356555965121308noreply@blogger.comtag:blogger.com,1999:blog-831661957694056827.post-19680756123331083782016-12-30T12:49:23.344+08:002016-12-30T12:49:23.344+08:00Hi JC,
Ya, APPT and Sabana seem to unsustainable ...Hi JC,<br /><br />Ya, APPT and Sabana seem to unsustainable in paying out dividend on the long run. Look at the share prices which are sliding away.<br />Just my 2 cents worth!DennisRogerhttps://www.blogger.com/profile/02704644742086425748noreply@blogger.comtag:blogger.com,1999:blog-831661957694056827.post-6354749867557531762016-12-30T10:34:15.894+08:002016-12-30T10:34:15.894+08:00Hi,
first time encountering rights issue for me....Hi, <br /><br />first time encountering rights issue for me. How do I go about subscribing to my rights? Thanks!EdmundThttps://www.blogger.com/profile/17866963907588528043noreply@blogger.comtag:blogger.com,1999:blog-831661957694056827.post-49994447438288437852016-12-30T09:08:51.402+08:002016-12-30T09:08:51.402+08:00Agree!Agree!Anonymoushttps://www.blogger.com/profile/00118821661589182391noreply@blogger.comtag:blogger.com,1999:blog-831661957694056827.post-46238855651702823102016-12-28T16:58:35.619+08:002016-12-28T16:58:35.619+08:00Hi JC
Just a bit of what I thought here so please...Hi JC<br /><br />Just a bit of what I thought here so please don't feel offended.<br /><br />Whilst I understand that the high dividend is a significant source of income for your family, I think you may need to further analyze on some of the companies you are holding.<br /><br />A few of your top there such as GIL, APTT and Sabana have reasons why they are dropping to such price and it is not purely because of general weakness alone but presented by the weakness in their respective fundamentals.<br /><br />That's just my thought on it that we need to look more beyond simply the dividend yield and the discount to nav which I think you invest based on these two metrics most reliant on.Bhttps://www.blogger.com/profile/09041255778427742477noreply@blogger.comtag:blogger.com,1999:blog-831661957694056827.post-71723300200092720702016-12-28T14:16:04.853+08:002016-12-28T14:16:04.853+08:00Hi, Accordia is a counter who highly depend on Jap...Hi, Accordia is a counter who highly depend on Japan currency. Now the Yen is not that strong. Further more, the income is highly depend on weather. U need to becaful. I loss some money in this counter. Just my 2 cents. I read a lot from your blog. I noticed that u always like to buy REIT in discount based on NAV. Is good but also some danger in it. Sabana is one of the example. When some of the REIT is heavily under discount, they may have some underlying reasons such as bad management or bad economy and etc.Anonymoushttps://www.blogger.com/profile/00118821661589182391noreply@blogger.comtag:blogger.com,1999:blog-831661957694056827.post-16660043108964140022016-12-28T11:04:43.199+08:002016-12-28T11:04:43.199+08:00wow, higher leverage now, not going to be easy if ...wow, higher leverage now, not going to be easy if shares price not sable..Phileas.Windhttps://www.blogger.com/profile/08762611013427209599noreply@blogger.comtag:blogger.com,1999:blog-831661957694056827.post-85636617200559724432016-12-28T09:21:44.512+08:002016-12-28T09:21:44.512+08:00Hello so your total asset is 856k or 349k? Hello so your total asset is 856k or 349k? Anonymoushttps://www.blogger.com/profile/11531815124087767843noreply@blogger.com