tag:blogger.com,1999:blog-7944902213075756335.post3480232459467349479..comments2024-03-28T23:00:40.055+08:00Comments on A Singaporean Stocks Investor (ASSI): Buying DBS, OCBC, UOB and cheering for IREIT Global.AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger43125tag:blogger.com,1999:blog-7944902213075756335.post-86587066653316296842020-10-01T09:52:43.246+08:002020-10-01T09:52:43.246+08:00Hi David,
You might want to read my latest blog f...Hi David,<br /><br />You might want to read my latest blog for more on this:<br /><a href="https://singaporeanstocksinvestor.blogspot.com/2020/10/3q-2020-passive-income-covid-19-battle.html" rel="nofollow">3Q 2020 passive income.</a>AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-18326084813568728322020-09-23T11:53:03.907+08:002020-09-23T11:53:03.907+08:00Hi AK,
Good Day.
Ireit has a Right issue.
Every 1...Hi AK,<br />Good Day.<br /><br />Ireit has a Right issue.<br />Every 1000xshares can subscribe 454xRights at $0.49.<br /><br />Would like to seek your opinion.<br /><br />Thank you<br />DavidDavidhttps://www.blogger.com/profile/09352854689544636455noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-72995877379982709062020-09-23T11:52:05.156+08:002020-09-23T11:52:05.156+08:00Hi AK,
Good Day.
Ireit has a Right issue.
Every 1...Hi AK,<br />Good Day.<br /><br />Ireit has a Right issue.<br />Every 1000xshares can subscribe 454xRights at $0.49.<br /><br />Would like to seek your opinion.<br /><br />Thank you<br />DavidDavidhttps://www.blogger.com/profile/09352854689544636455noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-65750177744348381752020-09-19T08:16:29.941+08:002020-09-19T08:16:29.941+08:00Hi Ok,
The slightly higher offer price still unde...Hi Ok,<br /><br />The slightly higher offer price still undervalues Accordia Golf Trust's assets but it is what it is, right? :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-56612858986123173792020-09-19T08:13:58.071+08:002020-09-19T08:13:58.071+08:00Hi disr,
The mobile version of the blog is cleane...Hi disr,<br /><br />The mobile version of the blog is cleaner but it comes at a cost.<br /><br />The web version is definitely richer in features.<br /><br />I don't surf the net on my mobile phone much as I prefer using my laptop.<br /><br />However, I understand that most people are not like me. ;pAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-37916248659054276702020-09-14T20:34:30.200+08:002020-09-14T20:34:30.200+08:00Hi AK
https://www.businesstimes.com.sg/companies-...Hi AK<br /><br />https://www.businesstimes.com.sg/companies-markets/accordia-golf-trust-unitholders-vote-in-favour-of-proposed-divestment-and-windingOkhttps://www.blogger.com/profile/06896216975391120926noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-78016894664623189482020-09-07T12:00:11.167+08:002020-09-07T12:00:11.167+08:00my bad I meant the mobile version doesn't show...my bad I meant the mobile version doesn't show tags haha. which is one of the best features that newer guys may not realise if they use the mobile,versiondisrhttps://www.blogger.com/profile/10037980553086913084noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-53949975584103648192020-09-07T08:59:49.454+08:002020-09-07T08:59:49.454+08:00Hi disr,
The web version of my blog shows tags.
...Hi disr,<br /><br />The web version of my blog shows tags.<br /><br />You might be viewing the new mobile version of my blog which looks cleaner but is missing many features.<br /><br />There should be an option to "view web version" at the bottom.<br /><br />Click on that and you will see the full feature web version of my blog. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-43907942037847163262020-09-01T14:09:35.011+08:002020-09-01T14:09:35.011+08:00Hi AK, I noticed your Web browser doesn't show...Hi AK, I noticed your Web browser doesn't show tags? I used to use tags alot when I scoured ur blog when I first found it years ago so I think it was massively helpful. maybe you could consider adding itdisrhttps://www.blogger.com/profile/10037980553086913084noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-12891103364110885402020-05-14T12:08:40.128+08:002020-05-14T12:08:40.128+08:00Reference:
IREIT Global Business Update dated 13 M...Reference:<br /><a href="http://ireitglobal.listedcompany.com/newsroom/20200513_191109_UD1U_X8M6TFEW1X71FM54.1.pdf" rel="nofollow">IREIT Global Business Update dated 13 May 2020.</a>AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-63695609669593765112020-05-14T11:51:42.940+08:002020-05-14T11:51:42.940+08:00Hi Elaine,
Overall, a good set of numbers for IRE...Hi Elaine,<br /><br />Overall, a good set of numbers for IREIT Global. :)<br /><br />Of course, we should be prepared for a possible rights issue.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-54019742924968477362020-05-14T10:50:08.270+08:002020-05-14T10:50:08.270+08:00Yay 😀
IREIT Global
- 1Q20 portfolio occupancy c...Yay 😀 <br /><br />IREIT Global<br />- 1Q20 portfolio occupancy crept up 0.1ppt q/q to 94.7%, supported by WALE of 3.9 years (4Q19: 4.2 years) with 3.5% of leases to expire in FY20/21.<br />- Key tenant GNG (subsidiary of Deutsche Telekom) exercised its break option to return 2/6 floors at Munster South Building (31.6% of gross rental income), though a new tenant has already been found and will Elainehttps://www.blogger.com/profile/08652894159077859434noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-43655951623668265102020-05-03T15:48:48.459+08:002020-05-03T15:48:48.459+08:00Hi CL,
I made a case that Starhill Global REIT (S...Hi CL,<br /><br />I made a case that Starhill Global REIT (SGR) was more attractive as it was an undervalued investment for income compared to other retail properties S-REITs in early 2017.<br /><br />Reference:<br /><a href="https://singaporeanstocksinvestor.blogspot.com/2017/03/online-shopping-retail-s-reits-and.html" rel="nofollow">Online shopping, retail S-REITs and Starhill Global REIT.</a><AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-43281234757515954592020-05-01T21:31:06.461+08:002020-05-01T21:31:06.461+08:00What is your evaluation of Starhill Global now com...What is your evaluation of Starhill Global now compare to when you first got it?<br />Have you considered adding to Starhill Global given the share price is also hit badly and it has a few properties on master leasees?CLhttps://www.blogger.com/profile/00805673622699523109noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-41654210883450246352020-04-25T11:27:10.170+08:002020-04-25T11:27:10.170+08:00Hi CupcakedCrusader,
See my latest blog:
Market s...Hi CupcakedCrusader,<br /><br />See my latest blog:<br /><a href="https://singaporeanstocksinvestor.blogspot.com/2020/04/market-sways-between-hope-and-worry.html" rel="nofollow">Market sways between hope and worry...</a><br /><br />Have a plan, your own plan. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-83672848373339578382020-04-23T11:09:54.289+08:002020-04-23T11:09:54.289+08:00Hi Ak,
What do you make of the prices of the ban...Hi Ak, <br /><br />What do you make of the prices of the banks falling below their 20d MA? <br />Would you be adding as it falls below their MA? Or wait for better clarity <br /><br />CheersCupcakedCrusaderhttps://www.blogger.com/profile/01380767480240322395noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-52367012607779370642020-04-22T10:31:14.198+08:002020-04-22T10:31:14.198+08:00Hi JL,
What do I think?
We should be ready for m...Hi JL,<br /><br />What do I think?<br /><br />We should be ready for more of the same in the coming months.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-40093303472739714382020-04-20T10:53:22.030+08:002020-04-20T10:53:22.030+08:00Hi AK,
Hope you are well.
What is your thought ...Hi AK,<br /><br />Hope you are well. <br /><br />What is your thought on the recent news on local bank exposure of total USD600M to Hin Leong Oil Trading? <br /><br />Regards,<br />JLJLhttps://www.blogger.com/profile/04341176676742998159noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-61622866734096831732020-04-19T10:27:18.036+08:002020-04-19T10:27:18.036+08:00Hi Peach MilkTea,
I did buy all three banks equal...Hi Peach MilkTea,<br /><br />I did buy all three banks equally recently because they were all so attractive.<br /><br />Before this, I only invested in DBS and OCBC because I thought they were more interesting while UOB was somewhat boring.<br /><br />Being somewhat boring seems like a strength now for UOB. ;p<br /><br />You might be interested in my recent reply to a reader's comment on the AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-42610397396383648522020-04-19T08:12:00.357+08:002020-04-19T08:12:00.357+08:00Hi AK, can you share the proportion you used for t...Hi AK, can you share the proportion you used for the three banks? I don't think you will buy all three 33%. In fact, I already bought in DBS, but I am wondering if I should go UOB and how much I should goPeach MilkTeahttps://www.blogger.com/profile/09571059009241522584noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-54293399280620775012020-04-17T07:14:48.853+08:002020-04-17T07:14:48.853+08:00Hi JH,
I don't think MAS is interested in whe...Hi JH,<br /><br />I don't think MAS is interested in whether stock prices are attractive or not.<br /><br />It is more likely that MAS wants the banks to use the capital released from the easing to extend lending to businesses more readily to keep everyone afloat in this crisis.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-43902079806855473942020-04-15T14:43:24.398+08:002020-04-15T14:43:24.398+08:00I'm thinking why MAS stop share buy back for b...I'm thinking why MAS stop share buy back for banks.... guess the price is too attractive now?<br /><br />MAS eases some capital requirements for banks, but says no share buybacks<br />https://www.businesstimes.com.sg/companies-markets/mas-eases-some-capital-requirements-for-banks-but-says-no-share-buybacks<br /><br />JHhttps://www.blogger.com/profile/06572654821952735190noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-28241571174010750222020-04-15T10:57:15.969+08:002020-04-15T10:57:15.969+08:00Hi Lian,
Nope, I won't because what those pri...Hi Lian,<br /><br />Nope, I won't because what those prices are shouldn't matter to readers.<br /><br />Of course, it won't stop readers from making a guess from the date of this blog. <br /><br />That's fair, I guess. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-40223336761109372592020-04-15T10:28:43.261+08:002020-04-15T10:28:43.261+08:00Hi AK,
Can ou share with us the prices you boug...Hi AK,<br /><br />Can ou share with us the prices you bought into the 3 banks? <br /><br />Thank You<br /><br />LianPLhttps://www.blogger.com/profile/00912816449706241086noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-32535450986853587252020-04-15T07:31:22.981+08:002020-04-15T07:31:22.981+08:00Hi Unknown,
I am not an IT savvy person and that ...Hi Unknown,<br /><br />I am not an IT savvy person and that has been a disadvantage.<br /><br />The IT savvy portion of the population is growing and digital banks will grow and maybe become mainstream.<br /><br />The banks have their own growth strategies and OCBC's strategy is to grow in Greater China.<br /><br />DBS is a very efficiently run business and it might have something to do with AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.com