tag:blogger.com,1999:blog-7944902213075756335.post3334670015735637865..comments2024-03-28T23:00:40.055+08:00Comments on A Singaporean Stocks Investor (ASSI): AIMS AMP Capital Industrial REIT: 21c at XD.AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-7944902213075756335.post-60880127432167776192011-01-31T22:49:55.573+08:002011-01-31T22:49:55.573+08:00Hi Nick,
You and I both agreed many moons ago tha...Hi Nick,<br /><br />You and I both agreed many moons ago that this REIT is undervalued and that the fair value is closer to a yield of 8%. <br /><br />It does not matter to me that the market does not like the REIT. I know I like it and why I like it. So, if its price weakens, I will buy more. <br /><br />Quite elementary, my dear Watson. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-71476488275500871822011-01-31T22:44:47.291+08:002011-01-31T22:44:47.291+08:00Hi AK,
AIMS is getting more and more attractive. ...Hi AK,<br /><br />AIMS is getting more and more attractive. I am certain that you are slowly cherry-picking the REIT at current levels ! Not too sure why the Market seems to dislike it so very much. Guess divesting its japanese property (like FCOT) may lead to a re-rating. Meanwhile, enjoy your dividends :)<br /><br />I will certainly re-consider AIMS REIT if I do divest PST in the future. <br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-65186214151543465182011-01-31T20:40:30.243+08:002011-01-31T20:40:30.243+08:00Hi Victor,
Congratulations on getting more at 21....Hi Victor,<br /><br />Congratulations on getting more at 21.5c although getting it as XD means no income distribution this time round.<br /><br />Tsim Sha Tsui is in Kowloon. Too far away. It would mean travelling through downtown in a crowded train. <br /><br />Ibis in Northpoint is only 5 stops away to Hang Fa Chuen. Short ride in uncrowded train preferred. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-64606951744381277512011-01-31T19:42:33.533+08:002011-01-31T19:42:33.533+08:00Hi AK,
Finally bought some at 21.5c today. This ...Hi AK,<br /><br />Finally bought some at 21.5c today. This has now become my largest investment in Singaporean stocks :)<br /><br />BTW, if you're willing to travel a few more MTR stations, I'm sure you can find better budget hotels in HK than Ibis. For example, a friend of mine recently stayed at a hotel in Tsim Sha Tsui which was fairly decent.<br /><br />VictorAnonymousnoreply@blogger.com