Profile - To The Moon

LianHin

Posts · 40Posts · 40
Following · 0Following · 0
Followers · 0Followers · 0

- LianHinLianHin
  ·08-06
  89
  842 Comment
  1
  Share
  Report
- LianHinLianHin
  ·03-26
  $NetLink NBN Tr(CJLU.SI)$
  1.09K Comment
  1
  Share
  Report
- LianHinLianHin
  ·2023-11-08
  Thank you
  4 Singapore REITs with Share Prices at 52-Week Lows: Are They Screaming Bargains?
  We explore four REITs whose share prices have been battered in recent months to see if they could be attractive bargains.
  4 Singapore REITs with Share Prices at 52-Week Lows: Are They Screaming Bargains?
  1.96K Comment
  Like
  Share
  Report
- LianHinLianHin
  ·2023-09-16
  Thanks for sharing
  Sorry, this post has been deleted
  2.32K Comment
  Like
  Share
  Report
- LianHinLianHin
  ·2023-06-21
  Thank you
  Sorry, this post has been deleted
  1.86K Comment
  Like
  Share
  Report
- LianHinLianHin
  ·2023-06-15
  Thank you for sharing
  Opportunities Abound in Singapore Market After STI Correction in May: DBS
  DBS Group Research analysts are eyeing opportunities in the Singapore market as it builds a base for
  Opportunities Abound in Singapore Market After STI Correction in May: DBS
  1.83K Comment
  Like
  Share
  Report
- LianHinLianHin
  ·2023-06-15
  Thanks for sharing
  4 Singapore REITs That Undertook Acquisitions to Boost Their DPUs
  These REITs are tapping into acquisitions to grow their distributions.
  4 Singapore REITs That Undertook Acquisitions to Boost Their DPUs
  2.27K Comment
  Like
  Share
  Report
- LianHinLianHin
  ·2023-06-13
  Thank you
  4 Singapore REITs to Watch for in June
  These four REITs could possess good catalysts and characteristics and deserve a second look.
  4 Singapore REITs to Watch for in June
  1.95K Comment
  Like
  Share
  Report
- LianHinLianHin
  ·2023-05-26
  Thank you
  Sorry, this post has been deleted
  1.62K Comment
  1
  Share
  Report
- LianHinLianHin
  ·2023-04-15
  Noted
  Sorry, this post has been deleted
  1.69K Comment
  Like
  Share
  Report

Most Discussed

{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"3572377913685934","uuid":"3572377913685934","gmtCreate":1609301049693,"gmtModify":1613660087253,"name":"LianHin","pinyin":"lianhin","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/0564df9bae4cecc584f8ca74257d30c3","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":17,"tweetSize":40,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.02.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"80.84%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"80.09%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":464824437993640,"gmtCreate":1754491027047,"gmtModify":1754491030072,"author":{"id":"3572377913685934","authorId":"3572377913685934","name":"LianHin","avatar":"https://static.tigerbbs.com/0564df9bae4cecc584f8ca74257d30c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572377913685934","idStr":"3572377913685934"},"themes":[],"htmlText":"89","listText":"89","text":"89","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464824437993640","isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":417358260498864,"gmtCreate":1742920997722,"gmtModify":1742921000663,"author":{"id":"3572377913685934","authorId":"3572377913685934","name":"LianHin","avatar":"https://static.tigerbbs.com/0564df9bae4cecc584f8ca74257d30c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572377913685934","idStr":"3572377913685934"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CJLU.SI\">$NetLink NBN Tr(CJLU.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/CJLU.SI\">$NetLink NBN Tr(CJLU.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$NetLink NBN Tr(CJLU.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/417358260498864","isVote":1,"tweetType":1,"viewCount":1092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":239112031838248,"gmtCreate":1699414462831,"gmtModify":1699414466788,"author":{"id":"3572377913685934","authorId":"3572377913685934","name":"LianHin","avatar":"https://static.tigerbbs.com/0564df9bae4cecc584f8ca74257d30c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572377913685934","idStr":"3572377913685934"},"themes":[],"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239112031838248","repostId":"2375295063","repostType":2,"repost":{"id":"2375295063","kind":"highlight","pubTimestamp":1697163976,"share":"https://ttm.financial/m/news/2375295063?lang=&edition=fundamental","pubTime":"2023-10-13 10:26","market":"sg","language":"en","title":"4 Singapore REITs with Share Prices at 52-Week Lows: Are They Screaming Bargains?","url":"https://stock-news.laohu8.com/highlight/detail?id=2375295063","media":"The Smart Investor","summary":"We explore four REITs whose share prices have been battered in recent months to see if they could be attractive bargains.","content":"<div>\n<p>The REIT sector has been taking it on the chin this year.A combination of high inflation and surging interest rates has dented sentiment towards the asset class.As a result, many REITs are seeing ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-singapore-reits-with-share-prices-at-52-week-lows-are-they-screaming-bargains/\">Web Link</a>\n\n</div>\n","source":"thesmartinvestor_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Singapore REITs with Share Prices at 52-Week Lows: Are They Screaming Bargains?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Singapore REITs with Share Prices at 52-Week Lows: Are They Screaming Bargains?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-13 10:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-singapore-reits-with-share-prices-at-52-week-lows-are-they-screaming-bargains/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The REIT sector has been taking it on the chin this year.A combination of high inflation and surging interest rates has dented sentiment towards the asset class.As a result, many REITs are seeing ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-singapore-reits-with-share-prices-at-52-week-lows-are-they-screaming-bargains/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK6111":"工业集团企业","SG9999005177.SGD":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD","BK6137":"零售房地产信托","SG9999016042.SGD":"Schroder Singapore Trust A Acc SGD","BK6523":"ESG概念","BK6505":"周期性消费品与消费者服务","BN4.SI":"吉宝有限公司","AU8U.SI":"凯德商用中国信托","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","SG9999001127.SGD":"United Singapore Growth Fund SGD","BK6132":"办公室房地产信托","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","BK6011":"零售业房地产投资信托","BUOU.SI":"星狮物流工业信托","BK6099":"办公房地产投资信托","BK6089":"酒店及度假村房地产投资信托","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","K71U.SI":"吉宝房地产信托","BK6512":"房地产股","SG9999014302.SGD":"RHB Singapore Income Fund SGD","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","SG9999000475.SGD":"Aberdeen Standard Singapore Equity SGD","BK6133":"工业房地产信托","SG9999000343.SGD":"Schroder Singapore Trust A Dis SGD","SG9999013478.USD":"利安新加坡股息基金","SG9999008742.SGD":"Eastspring Investments Unit Trusts - Singapore ASEAN Equity SGD","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","BK6082":"工业房地产投资信托","BK6129":"酒店及度假村房地产信托","SG9999001135.SGD":"United ASEAN Fund SGD","XZL.SI":"亚腾美国酒店信托"},"source_url":"https://thesmartinvestor.com.sg/4-singapore-reits-with-share-prices-at-52-week-lows-are-they-screaming-bargains/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2375295063","content_text":"The REIT sector has been taking it on the chin this year.A combination of high inflation and surging interest rates has dented sentiment towards the asset class.As a result, many REITs are seeing their unit prices shrivel as investors fear that distributions will decline.Alert investors can, however, scour the bombed-out landscape to look for potential gems.Some of these REITs could be the baby that has been thrown out with the bathwater.We highlight four Singapore REITs whose share prices have touched their 52-week lows to determine if they could be potential bargains.Keppel REIT (SGX: K71U)Keppel REIT is a commercial REIT with 12 properties in Singapore, Australia, South Korea, and Japan.Its assets under management (AUM) stood at S$9.2 billion as of 30 June 2023.Keppel REIT’s unit price has slid 8.7% year-to-date (YTD) and at S$0.84, is just a whisker away from its 52-week low of S$0.83.For the first half of 2023 (1H 2023), property income rose 4.7% year on year to S$114.9 million.Net property income (NPI), however, dipped by 0.2% year on year to S$80.8 million.Distribution per unit (DPU) declined by 2.4% year on year to S$0.029 despite the REIT manager doling out S$10 million as an anniversary distribution.The reasons for the dip were because of higher property expenses and borrowing costs.Keppel REIT still boasts a high portfolio occupancy rate of 94.9% as of 30 June 2023 with a long portfolio weighted average lease expiry (WALE) of 5.7 years.Its aggregate leverage stood at 39.2% with an all-in interest rate of 2.84% on its borrowings.Slightly more than three-quarters of its loans are pegged to fixed rates.The REIT also enjoys a diversified tenant base with 443 tenants of which many are blue-chip clients.ARA US Hospitality Trust (SGX: XZL)ARA US Hospitality Trust, or ARAHT, is a hospitality trust with a portfolio of 37 select-service hotels with 4,826 rooms across 19 states in the US.The hospitality trust’s unit price has fallen by 22.9% YTD, coming close to its 52-week low of US$0.26.Revenue for 1H 2023 rose 5.9% year on year to US$86 million.NPI increased by 4.3% year on year to US$22 million with distribution per stapled security (DPSS) improving by 5.2% year on year to US$0.01501.The US lodging market continues to recover from COVID-19, with occupancy for 1H 2023 coming in at 63%, around two percentage points higher than the year before.The average daily rate improved by 6% year on year to US$154 with revenue per available room increasing by 9% year on year to US$97.Leisure travel spending is projected to surpass 2019 levels by 2024 and airline travel demand has recovered to pre-COVID volumes this year.These data points bode well for ARAHT’s future as it signifies a sustained recovery for the trust.CapitaLand China Trust (SGX: AU8U)CapitaLand China Trust, or CLCT, is a China-focused REIT with a portfolio of 11 shopping malls, five business park properties, and four logistics park properties.Total AUM stood at S$5.2 billion as of 30 June 2023.CLCT’s unit price has declined by 22.3% YTD to close at S$0.87, just slightly higher than its 52-week low of S$0.84.For 1H 2023, CLCT saw its gross revenue fall by 7.4% year on year to S$184.5 million with NPI falling by the same quantum to S$129.2 million.The decline was purely due to the depreciation of the RMB against the Singapore dollar.In RMB terms, revenue would have risen marginally by 0.8% year on year to RMB 663.7 million.As a result, DPU dropped by 8.8% year on year to S$0.0374.CLCT’s gearing stood at 40.2% with nearly three-quarters of its loans on fixed rates.The REIT’s average cost of debt stood at 3.54%.The manager will continue to focus on its long-term roadmap to enable the portfolio to have a 30% weight in retail, 30% in new economy assets, and the remaining 40% in integrated developments.Frasers Logistics & Commercial Trust (SGX: BUOU)Frasers Logistics & Commercial Trust, or FLCT, is a logistics and commercial REIT with 107 properties located in Singapore, the UK, Germany, the Netherlands and Australia.The portfolio’s value stood at S$6.9 billion as of 30 June 2023.FLCT’s unit price has declined by 6.9% YTD to end at S$1.08, just shy of its 52-week low of S$1.05.The REIT reported a downbeat set of earnings for its fiscal 2023 first half (1H FY2023) ending 31 March 2023.Revenue fell by 11.7% year on year to S$208 million with the absence of contributions from the divested Cross Street Exchange along with weaker foreign currencies against the Singapore Dollar.As a result, DPU fell by 8.6% year on year to S$0.0352.For its latest business update as of 30 June 2023, FLCT reported a high portfolio occupancy rate of 96.2%.The quarter also saw a strong positive rental reversion rate of 21.4% with leases on a long WALE of 4.4 years.FLCT’s aggregate leverage stood low at just 28.6% with the cost of borrowings at just 2%, giving the REIT ample debt headroom of S$3.1 billion to conduct accretive acquisitions.","news_type":1,"symbols_score_info":{"XZL.SI":1,"BN4.SI":0.77,"BUOU.SI":1,"AU8U.SI":1,"K71U.SI":1}},"isVote":1,"tweetType":1,"viewCount":1957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":220434702254120,"gmtCreate":1694838408732,"gmtModify":1694838413313,"author":{"id":"3572377913685934","authorId":"3572377913685934","name":"LianHin","avatar":"https://static.tigerbbs.com/0564df9bae4cecc584f8ca74257d30c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572377913685934","idStr":"3572377913685934"},"themes":[],"htmlText":"Thanks for sharing","listText":"Thanks for sharing","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/220434702254120","repostId":"2358585790","repostType":2,"isVote":1,"tweetType":1,"viewCount":2318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189771927572744,"gmtCreate":1687356769923,"gmtModify":1687356773358,"author":{"id":"3572377913685934","authorId":"3572377913685934","name":"LianHin","avatar":"https://static.tigerbbs.com/0564df9bae4cecc584f8ca74257d30c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572377913685934","idStr":"3572377913685934"},"themes":[],"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189771927572744","repostId":"2341835583","repostType":2,"isVote":1,"tweetType":1,"viewCount":1857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187608617164848,"gmtCreate":1686830693051,"gmtModify":1686830696805,"author":{"id":"3572377913685934","authorId":"3572377913685934","name":"LianHin","avatar":"https://static.tigerbbs.com/0564df9bae4cecc584f8ca74257d30c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572377913685934","idStr":"3572377913685934"},"themes":[],"htmlText":"Thank you for sharing","listText":"Thank you for sharing","text":"Thank you for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187608617164848","repostId":"1124283308","repostType":2,"repost":{"id":"1124283308","kind":"news","pubTimestamp":1685954888,"share":"https://ttm.financial/m/news/1124283308?lang=&edition=fundamental","pubTime":"2023-06-05 16:48","market":"sg","language":"en","title":"Opportunities Abound in Singapore Market After STI Correction in May: DBS","url":"https://stock-news.laohu8.com/highlight/detail?id=1124283308","media":"The Edge Singapore","summary":"DBS Group Research analysts are eyeing opportunities in the Singapore market as it builds a base for","content":"<html><head></head><body><p>DBS Group Research analysts are eyeing opportunities in the Singapore market as it builds a base for a rebound, with the Straits Times Index’s (STI) correcting to 3,180 points after a pullback in May.</p><p style=\"text-align: start;\">According to analysts Yeo Kee Yan, Foo Fang Boon and Janice Chua, the STI’s seasonal trend supports a June base following the May correction, with a “tradeable rebound” starting either in June or July.</p><p style=\"text-align: start;\">The analysts say that May’s STI pullback to 3,180 points, which coincides with 10.8x 12-month forward price-to-earnings (P/E), 2 standard deviations (s.d.) below the mean, was in line with their expectation.</p><p>They expect the STI to “hold intact” at 3,180 points, forming a near-term base and initiating a tradable rebound this month, with two possible triggers coming from a pause to US Fed rate hikes and the raised US debt ceiling with no default.</p><p style=\"text-align: start;\">Overall, DBS has revised its FY2023 earnings upwards by 1.1% — underpinned by banks — and flat for FY2024, following a “stable” 1QFY2023 results season. Earnings revisions downwards were concentrated among technology stocks, with 1QFY2023 weakness likely to extend into the second quarter.</p><p style=\"text-align: start;\">The analysts now expect to see FY2023 earnings per share (EPS) growth of 11.1% for stocks under their coverage, up from 10% previously, and 13% for the STI, up from 11.6% previously.</p><p>They recommend looking beyond current weaknesses, while taking profit on stocks that have run up and reacted further after posting record results, and have spotted three “pair-trade opportunities” following 1QFY2023 results.</p><p>First, the analysts are recommending investors go long on UMS Holdings<strong> </strong>as artificial intelligence (AI)-led tailwinds could drive the anticipated 2HFY2023 recovery. At the same time, they are recommending investors short AEM Holdings<strong> </strong>as the AI-led tailwinds could have a more muted impact on the latter.</p><p>Next, the analysts note that DFI Retail’s<strong> </strong>1QFY2023 results could have marked the start of earnings recovery to pre-Covid profitability levels, while the risk-reward is less attractive for Delfi P34 after its recent rally with possible margin impact from higher sugar prices. Hence, they are recommending investors go long on DFI Retail and short on Delfi.</p><p>Finally, they advise positioning for Seatrium’s<strong> </strong>return to profitability by FY2024 while taking profit on Sembcorp Industries (SCI) <strong> </strong>as the stock has risen 6% above their target price.</p><p style=\"text-align: start;\">DBS is recommending “buy” for UMS, DFI and Seatrium, with target prices of $1.20, US$3.80 and 18 cents, respectively.</p><p style=\"text-align: start;\"><strong>Five stocks to buy into after their corrections</strong></p><p>Aside from DFI, four other stocks that are proving to be “bargains” after the STI’s correction according to the analysts are Far East Hospitality Trust (FEHT), CDL Hospitality Trusts (CDLHT), Lendlease Global Commercial REIT (LREIT)<strong> </strong>and City Developments (CDL).</p><p style=\"text-align: start;\">They note that FEHT’s 32% gearing is the lowest among hospitality REITs, with “little to no risk” of equity fundraising this year. The stock is trading at some 5.75% FY2023 yield, with a 0.7X price-to-net asset value ratio (P/NAV).</p><p style=\"text-align: start;\">Meanwhile, Singapore contributes 60% of CDLHT’s net property income (NPI), which bodes well for the REIT as the imminent return of Chinese travellers, which currently stands at only 30% of pre-Covid levels, should sustain leisure demand in the country.</p><p>Similarly, LREIT is the DBS analysts’ preferred pick to ride on the Orchard malls’ recovery, and trades at an attractive 7.4% FY2023 yield.</p><p style=\"text-align: start;\">Meanwhile, CDL could benefit from the return of “bargain hunters” given resilient demand, despite the latest property measures introduced in late April, say the analysts. CDL’s valuation is also attractive at a 0.65x price-to-book ratio (P/B), which stands at the lower end of its historical range.</p><p style=\"text-align: start;\">DBS has “buy” ratings for FEHT, CDLHT, LREIT and CDL, with target prices of 75 cents, $1.60, $1.00 and $10.50, respectively.</p></body></html>","source":"lsy1655096814160","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opportunities Abound in Singapore Market After STI Correction in May: DBS</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpportunities Abound in Singapore Market After STI Correction in May: DBS\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-05 16:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.theedgesingapore.com/capital/sti-watch/opportunities-abound-singapore-market-after-sti-correction-may-dbs><strong>The Edge Singapore</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>DBS Group Research analysts are eyeing opportunities in the Singapore market as it builds a base for a rebound, with the Straits Times Index’s (STI) correcting to 3,180 points after a pullback in May....</p>\n\n<a href=\"https://www.theedgesingapore.com/capital/sti-watch/opportunities-abound-singapore-market-after-sti-correction-may-dbs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"558.SI":"UMS控股","C09.SI":"城市发展","U96.SI":"胜科工业","AWX.SI":"永科","J85.SI":"城市酒店信托","D01.SI":"牛奶国际控股有限公司","Q5T.SI":"远东酒店信托","JYEU.SI":"Lendlease Reit"},"source_url":"https://www.theedgesingapore.com/capital/sti-watch/opportunities-abound-singapore-market-after-sti-correction-may-dbs","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124283308","content_text":"DBS Group Research analysts are eyeing opportunities in the Singapore market as it builds a base for a rebound, with the Straits Times Index’s (STI) correcting to 3,180 points after a pullback in May.According to analysts Yeo Kee Yan, Foo Fang Boon and Janice Chua, the STI’s seasonal trend supports a June base following the May correction, with a “tradeable rebound” starting either in June or July.The analysts say that May’s STI pullback to 3,180 points, which coincides with 10.8x 12-month forward price-to-earnings (P/E), 2 standard deviations (s.d.) below the mean, was in line with their expectation.They expect the STI to “hold intact” at 3,180 points, forming a near-term base and initiating a tradable rebound this month, with two possible triggers coming from a pause to US Fed rate hikes and the raised US debt ceiling with no default.Overall, DBS has revised its FY2023 earnings upwards by 1.1% — underpinned by banks — and flat for FY2024, following a “stable” 1QFY2023 results season. Earnings revisions downwards were concentrated among technology stocks, with 1QFY2023 weakness likely to extend into the second quarter.The analysts now expect to see FY2023 earnings per share (EPS) growth of 11.1% for stocks under their coverage, up from 10% previously, and 13% for the STI, up from 11.6% previously.They recommend looking beyond current weaknesses, while taking profit on stocks that have run up and reacted further after posting record results, and have spotted three “pair-trade opportunities” following 1QFY2023 results.First, the analysts are recommending investors go long on UMS Holdings as artificial intelligence (AI)-led tailwinds could drive the anticipated 2HFY2023 recovery. At the same time, they are recommending investors short AEM Holdings as the AI-led tailwinds could have a more muted impact on the latter.Next, the analysts note that DFI Retail’s 1QFY2023 results could have marked the start of earnings recovery to pre-Covid profitability levels, while the risk-reward is less attractive for Delfi P34 after its recent rally with possible margin impact from higher sugar prices. Hence, they are recommending investors go long on DFI Retail and short on Delfi.Finally, they advise positioning for Seatrium’s return to profitability by FY2024 while taking profit on Sembcorp Industries (SCI)  as the stock has risen 6% above their target price.DBS is recommending “buy” for UMS, DFI and Seatrium, with target prices of $1.20, US$3.80 and 18 cents, respectively.Five stocks to buy into after their correctionsAside from DFI, four other stocks that are proving to be “bargains” after the STI’s correction according to the analysts are Far East Hospitality Trust (FEHT), CDL Hospitality Trusts (CDLHT), Lendlease Global Commercial REIT (LREIT) and City Developments (CDL).They note that FEHT’s 32% gearing is the lowest among hospitality REITs, with “little to no risk” of equity fundraising this year. The stock is trading at some 5.75% FY2023 yield, with a 0.7X price-to-net asset value ratio (P/NAV).Meanwhile, Singapore contributes 60% of CDLHT’s net property income (NPI), which bodes well for the REIT as the imminent return of Chinese travellers, which currently stands at only 30% of pre-Covid levels, should sustain leisure demand in the country.Similarly, LREIT is the DBS analysts’ preferred pick to ride on the Orchard malls’ recovery, and trades at an attractive 7.4% FY2023 yield.Meanwhile, CDL could benefit from the return of “bargain hunters” given resilient demand, despite the latest property measures introduced in late April, say the analysts. CDL’s valuation is also attractive at a 0.65x price-to-book ratio (P/B), which stands at the lower end of its historical range.DBS has “buy” ratings for FEHT, CDLHT, LREIT and CDL, with target prices of 75 cents, $1.60, $1.00 and $10.50, respectively.","news_type":1,"symbols_score_info":{"S51.SI":0.9,"AWX.SI":0.9,"D01.SI":0.9,"558.SI":0.9,"C09.SI":0.9,"Q5T.SI":0.9,"U96.SI":0.9,"JYEU.SI":0.9,"J85.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":1833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187608506740960,"gmtCreate":1686830481967,"gmtModify":1686830486029,"author":{"id":"3572377913685934","authorId":"3572377913685934","name":"LianHin","avatar":"https://static.tigerbbs.com/0564df9bae4cecc584f8ca74257d30c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572377913685934","idStr":"3572377913685934"},"themes":[],"htmlText":"Thanks for sharing","listText":"Thanks for sharing","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187608506740960","repostId":"2343036096","repostType":2,"repost":{"id":"2343036096","kind":"highlight","pubTimestamp":1686706767,"share":"https://ttm.financial/m/news/2343036096?lang=&edition=fundamental","pubTime":"2023-06-14 09:39","market":"sg","language":"en","title":"4 Singapore REITs That Undertook Acquisitions to Boost Their DPUs","url":"https://stock-news.laohu8.com/highlight/detail?id=2343036096","media":"The Smart Investor","summary":"These REITs are tapping into acquisitions to grow their distributions.","content":"<div>\n<p>REITs are a great vehicle for income investors as they are mandated to pay out 90% of their earnings as distributions.Because of this, dividend investors rely on them for steady and consistent ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-singapore-reits-that-undertook-acquisitions-to-boost-their-dpus/\">Web Link</a>\n\n</div>\n","source":"thesmartinvestor_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Singapore REITs That Undertook Acquisitions to Boost Their DPUs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Singapore REITs That Undertook Acquisitions to Boost Their DPUs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-14 09:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-singapore-reits-that-undertook-acquisitions-to-boost-their-dpus/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>REITs are a great vehicle for income investors as they are mandated to pay out 90% of their earnings as distributions.Because of this, dividend investors rely on them for steady and consistent ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-singapore-reits-that-undertook-acquisitions-to-boost-their-dpus/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"A17U.SI":"凯德腾飞房产信托","ME8U.SI":"丰树工业信托","UD1U.SI":"IREIT全球","JYEU.SI":"Lendlease Reit"},"source_url":"https://thesmartinvestor.com.sg/4-singapore-reits-that-undertook-acquisitions-to-boost-their-dpus/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2343036096","content_text":"REITs are a great vehicle for income investors as they are mandated to pay out 90% of their earnings as distributions.Because of this, dividend investors rely on them for steady and consistent dividends.REITs are not only able to dole out dependable distributions but also can grow these distributions over time.There are several methods that these bundled real estate securities use to increase their distribution per unit (DPU).The first and most common method is through acquisitions of choice properties that will boost the REIT’s gross income and lead to a higher DPU.Other methods include organic ones such as asset enhancement initiatives (AEIs), redevelopment opportunities, positive rental reversions, and built-in rental escalation clauses.We highlight four Singapore REITs that recently announced acquisitions that promise to improve their DPU.Lendlease Global Commercial REITLendlease Global Commercial REIT, or LREIT, is a retail cum office REIT that owns leasehold properties Jem and 313 Somerset in Singapore, and a freehold interest in Sky Garden (three Grade-A office buildings) in Milan, Italy.These five properties have an asset under management (AUM) of around S$3.6 billion as of 30 June 2022.Earlier this month, LREIT acquired a 10% stake in Parkway Parade Partnership Pte Ltd (PPP) for a consideration of around S$88.9 million.PPP indirectly holds a 77.09% interest in the share value of Parkway Parade, an integrated office and retail asset.The mall and office building will have a direct connection to Marine Parade MRT station once it is completed.The property is planned for AEIs that will see it invigorated with new retail and food and beverage (F&B) tenants. This acquisition was financed through internal resources and debt facilities.Assuming the acquisition was completed on 1 July 2022, DPU is projected to improve from S$0.0245 to S$0.0247 for the first half of fiscal 2023 (1H FY2023).The REIT’s gearing as of 31 December 2022 will be 40.4% as a result of this transaction. iREIT GlobaliREIT Global has a portfolio comprising five freehold office properties each in Germany and Spain, and 27 freehold retail properties in France.The REIT is diversifying into the retail parks asset class with its latest acquisition.iREIT Global has agreed to purchase a portfolio of 17 retail properties across France for consideration of €76.8 million.These properties are fully leased out to B&M France SAS, a wholly-owned subsidiary of the B&M Group (LON: BME), a leading European discount retailer.The properties are fully occupied and have a weighted average lease expiry (WALE) of around 6.8 years by gross rental income.These new assets are projected to generate a net property income (NPI) yield of 7.9%.In addition, there is also a potential upside in income for the REIT through the further development of existing sites for commercial use.This acquisition is projected to increase iREIT Global’s DPU by 2% from €0.023 to €0.0235.CapitaLand Ascendas REITCapitaLand Ascendas REIT, or CLAR, owns 230 industrial properties with an AUM of S$16.7 billion as of 31 March 2023.Last month, CLAR announced the acquisition of The Shugart, an integrated high-specification research and development facility and business park in Singapore, for S$218.2 million.The property is fully occupied by Seagate Singapore, a unit of Seagate Technology.The initial NPI yield is 8.3% but will fall to 7.8% after factoring in transaction costs.The estimated date of completion for this acquisition is in the second quarter of this year.This purchase will strengthen CLAR’s portfolio as the asset is a high-quality business park occupied by a reputable global technology tenant.DPU post-acquisition is expected to increase by 0.7% from S$0.015798 to S$0.15908.Mapletree Industrial TrustMapletree Industrial Trust, or MIT, owns a portfolio of 85 properties in Singapore and 56 in the US with an AUM of S$8.8 billion as of 31 March 2023.In late May, the REIT announced the acquisition of a 98.47% stake in a newly-built data centre in Osaka, Japan, for around JPY 52 billion (approximately S$507.9 million).The asset has a remaining land tenure of 70 years from 1 October 2020 and the completion of the acquisition is slated for the third quarter of this year.The purchase of this data centre will bump up MIT’s AUM to S$9.3 billion and increase the industrial REIT’s data centre exposure from 53.7% to 56.3%.MIT’s portfolio WALE will also increase from 3.9 years to 4.5 years.The DPU for fiscal 2023 (FY2023) is projected to increase by 2.1% from S$0.1357 to S$0.1385.Net asset value will also inch up 0.5% from S$1.85 to S$1.86.","news_type":1,"symbols_score_info":{"A17U.SI":1,"JYEU.SI":1,"UD1U.SI":1,"ME8U.SI":1}},"isVote":1,"tweetType":1,"viewCount":2265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186848170537104,"gmtCreate":1686656648701,"gmtModify":1686656653153,"author":{"id":"3572377913685934","authorId":"3572377913685934","name":"LianHin","avatar":"https://static.tigerbbs.com/0564df9bae4cecc584f8ca74257d30c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572377913685934","idStr":"3572377913685934"},"themes":[],"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186848170537104","repostId":"2341093861","repostType":2,"repost":{"id":"2341093861","kind":"highlight","pubTimestamp":1685930458,"share":"https://ttm.financial/m/news/2341093861?lang=&edition=fundamental","pubTime":"2023-06-05 10:00","market":"sg","language":"en","title":"4 Singapore REITs to Watch for in June","url":"https://stock-news.laohu8.com/highlight/detail?id=2341093861","media":"The Smart Investor","summary":"These four REITs could possess good catalysts and characteristics and deserve a second look.","content":"<div>\n<p>The REIT sector continues to be an attractive one for income-seeking investors.Despite the twin headwinds of high inflation and surging interest rates, REITs are still reliably paying out at least 90%...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-singapore-reits-to-watch-for-in-june/\">Web Link</a>\n\n</div>\n","source":"thesmartinvestor_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Singapore REITs to Watch for in June</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Singapore REITs to Watch for in June\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-05 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-singapore-reits-to-watch-for-in-june/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The REIT sector continues to be an attractive one for income-seeking investors.Despite the twin headwinds of high inflation and surging interest rates, REITs are still reliably paying out at least 90%...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-singapore-reits-to-watch-for-in-june/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UD1U.SI":"IREIT全球","ME8U.SI":"丰树工业信托","A17U.SI":"凯德腾飞房产信托","DHLU.SI":"Daiwa Hse Log Tr"},"source_url":"https://thesmartinvestor.com.sg/4-singapore-reits-to-watch-for-in-june/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2341093861","content_text":"The REIT sector continues to be an attractive one for income-seeking investors.Despite the twin headwinds of high inflation and surging interest rates, REITs are still reliably paying out at least 90% of their earnings as distributions.Hence, investors who are looking for a dependable source of dividends can build a portfolio of REITs and watch as the money flows into their bank accounts.Some investors, however, may look for REITs that can grow both their distribution per unit (DPU) and asset base.This growth will provide unitholders with a steadily-rising payout over time and should also lead to a higher unit price as the REIT grows in size.Here are four Singapore REITs to watch for this month that either reported higher distributable income or undertook corporate actions to increase their DPU.Mapletree Industrial Trust (SGX: ME8U)Mapletree Industrial Trust, or MIT, is an industrial REIT with a portfolio of 85 properties in Singapore and 56 in the US valued at S$8.8 billion as of 31 March 2023.MIT has quadrupled its portfolio value from the initial S$2.2 billion in fiscal 2011 (FY2011) through nine acquisitions, five build-to-suit projects, and three asset enhancement initiatives (AEIs).The industrial REIT had just reported its FY2023 earnings which saw gross revenue rise 12.3% year on year to S$684.9 million.Net property income (NPI) increased by 9.7% year on year to S$518 million but DPU dipped slightly by 1.7% year on year to S$0.1357.MIT maintained a decent occupancy rate of 94.9% and had a healthy aggregate leverage of 37.4%.Last month, the REIT announced its first acquisition in two years, a 98.47% stake in a data centre in Osaka, Japan, for S$500.1 million.Management expects MIT’s FY2023 DPU to rise by 2.1% to S$0.1385, surpassing the prior year’s DPU of S$0.138.Additionally, the industrial REIT has also completed the redevelopment of Mapletree Hi-Tech Park at Kallang Way and has secured occupancy of 44% as of FY2023.The income from committed leases is expected to benefit the REIT in FY2024.CapitaLand Ascendas REIT (SGX: A17U)CapitaLand Ascendas REIT, or CLAR, is an industrial REIT with 229 properties worth S$16.7 billion as of 31 March 2023.The REIT reported a solid set of financial and operating metrics for its 2023’s first quarter (1Q 2023) business update.Portfolio occupancy came in at a healthy 94.4% while the REIT also clocked in a positive rental reversion of 11.1%.Like MIT, CLAR also announced an acquisition last month of a property called “The Shugart” for S$218.2 million.This acquisition should help to lift the REIT’s DPU from the current S$0.15798 to S$0.15908.Apart from this recent acquisition, CLAR also completed two acquisitions worth S$296.7 million in Singapore for 1Q 2023.Elsewhere, the industrial REIT also has ongoing projects, three of which are slated to complete this year.One is an acquisition under development in Australia, another is an AEI in Singapore and the third is a convert-to-suit property in the US.iREIT Global (SGX: UD1U)iREIT Global invests in office, retail and industrial properties in Europe.The REIT’s portfolio comprises five freehold office properties each in both Germany and Spain and 27 freehold retail properties in France.iREIT Global reported a stable performance for 1Q 2023 with a relatively low occupancy at 87% and a healthy positive rental reversion of 3.4%.A 15-year lease with the German federal government body secured for 25.0% of Darmstadt Campus in Apr 2023 would improve iREIT’s overall occupancy rate to 89.0% and weighted average lease expiry (WALE) to five years on a pro forma basis.Aggregate leverage stood at 32.3% with a low weighted average cost of debt of 1.9% as of 31 March 2023.Just last week, the REIT announced the acquisition of 17 retail malls in France for around €76.8 million.These malls are fully let out to retailer B&M France with a high initial NPI yield of 7.9% and a WALE of 6.8 years.The REIT manager estimates that DPU will rise from €0.023 to €0.0235 post-acquisition.Aggregate leverage is expected to rise to 33.3% and the REIT is also proposing a preferential offering to partially fund this acquisition.Daiwa House Logistics Trust (SGX: DHLU)Daiwa House Logistics Trust, or DHLT, is a logistics REIT with 16 properties located in Japan valued at JPY 87.5 billion as of 31 December 2022.The REIT’s portfolio has remained resilient despite the economic headwinds.For 1Q 2023, the portfolio occupancy rate stayed high at 98.6% with a relatively long WALE of 6.9 years by gross rental income.DHLT reported a steady financial performance for 1Q 2023, with rental income rising 5.3% year on year to JPY 1.36 billion.NPI inched up just 0.1% year on year to JPY 1.15 billion but distributable income rose 2.5% year on year to S$9.1 million.DHLT is poised to remain resilient as its gearing stood at just 35.9% as of 31 March 2023 with a very low borrowing cost of 0.99%.The REIT also has no refinancing requirements till November 2024 and has hedged all of its loans to fixed rates.","news_type":1,"symbols_score_info":{"UD1U.SI":1,"A17U.SI":1,"DHLU.SI":1,"ME8U.SI":1}},"isVote":1,"tweetType":1,"viewCount":1946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979008092,"gmtCreate":1685086769017,"gmtModify":1685086773055,"author":{"id":"3572377913685934","authorId":"3572377913685934","name":"LianHin","avatar":"https://static.tigerbbs.com/0564df9bae4cecc584f8ca74257d30c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572377913685934","idStr":"3572377913685934"},"themes":[],"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979008092","repostId":"2337869550","repostType":2,"isVote":1,"tweetType":1,"viewCount":1624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945421028,"gmtCreate":1681558505164,"gmtModify":1681558510448,"author":{"id":"3572377913685934","authorId":"3572377913685934","name":"LianHin","avatar":"https://static.tigerbbs.com/0564df9bae4cecc584f8ca74257d30c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572377913685934","idStr":"3572377913685934"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945421028","repostId":"2326993564","repostType":2,"isVote":1,"tweetType":1,"viewCount":1685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}