tag:blogger.com,1999:blog-7944902213075756335.post3649981990723080851..comments2024-03-29T10:22:24.187+08:00Comments on A Singaporean Stocks Investor (ASSI): Saizen REIT and Croesus Retail Trust: Much ado about Yen.AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger17125tag:blogger.com,1999:blog-7944902213075756335.post-30446869783876247502017-08-27T23:31:17.927+08:002017-08-27T23:31:17.927+08:00Hi Ken,
You might want to read this:
Vote for or...Hi Ken,<br /><br />You might want to read this:<br /><br /><a href="http://singaporeanstocksinvestor.blogspot.sg/2017/07/vote-for-or-against-selling-croesus.html" rel="nofollow">Vote for or against selling CRT?</a><br /><br />I am OK either way. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-54571256238926767532017-08-27T10:54:39.378+08:002017-08-27T10:54:39.378+08:00Hi AK,
Will you be voting yes or no to Blackstone...Hi AK,<br /><br />Will you be voting yes or no to Blackstone's scheme?<br /><br />KenKenhttps://www.blogger.com/profile/12546509977531660303noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-39300323844444957732017-08-27T10:52:29.865+08:002017-08-27T10:52:29.865+08:00Hi AK,
Will you be voting yes or no to Blackstone...Hi AK,<br /><br />Will you be voting yes or no to Blackstone scheme?<br /><br />KenKenhttps://www.blogger.com/profile/12546509977531660303noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-44580960161649295862016-08-08T13:55:42.968+08:002016-08-08T13:55:42.968+08:00Hi Ah John,
Apparently, it is. I am waiting for t...Hi Ah John,<br /><br />Apparently, it is. I am waiting for the documents in the mail.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-9400226379030155262016-08-07T17:01:10.562+08:002016-08-07T17:01:10.562+08:00Hi AK, Croesus now have "preferential offerin...Hi AK, Croesus now have "preferential offering", it this same as right issue? AhJohnhttps://www.blogger.com/profile/07927395374670213105noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-52316013881011618362014-03-05T11:22:37.579+08:002014-03-05T11:22:37.579+08:00Wah indeed!Wah indeed!Anonymoushttps://www.blogger.com/profile/13206488792702279760noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-17127531406597020152014-03-05T10:56:34.202+08:002014-03-05T10:56:34.202+08:00Whenever I ask a question like this, my bowling ba...Whenever I ask a question like this, my bowling ball refuses to talk to me... -.-"<br /><br />Looking back in history, however, I think it got to 10c a unit at some point. That means 50c, post consolidation. Wah! :oAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-71117067950800919422014-03-05T10:45:13.654+08:002014-03-05T10:45:13.654+08:00So what does your crystal aka bowling ball tell yo...So what does your crystal aka bowling ball tell you about how low the price will go? :)Anonymoushttps://www.blogger.com/profile/13206488792702279760noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-22573465744823209712014-03-05T10:38:52.250+08:002014-03-05T10:38:52.250+08:00Hi pearlrhythm,
Thanks for sharing. :)
Yes, if w...Hi pearlrhythm,<br /><br />Thanks for sharing. :)<br /><br />Yes, if we are buying properties in Japan, buy the newer ones which are up to code for seismic activities.<br /><br />As for Saizen REIT's unit price performance, actually, I am looking forward to further weakness. ;p<br /><br />Lower price will allow me to accumulate with a bigger margin of safety. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-63042104160259351132014-03-05T10:31:18.974+08:002014-03-05T10:31:18.974+08:00Thanks for your timely reminder of the reasons for...Thanks for your timely reminder of the reasons for our investments. I was reviewing Saizen and was dismayed by its recent price performance. <br /><br />I heard this podcast by Steven Dubner (author of freakonomics) that provided interesting (at least to me) insights into the real estate market in Japan. Here is the link http://freakonomics.com/2014/02/27/Anonymoushttps://www.blogger.com/profile/13206488792702279760noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-16556456777485426462014-03-04T21:48:49.969+08:002014-03-04T21:48:49.969+08:00Hi Jane,
Croesus Retail Trust is listed under ...Hi Jane,<br /><br />Croesus Retail Trust is listed under 'stocks'. Sometimes, people make the mistake of trying to find it under 'REITs'.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-2820149043277880702014-03-04T21:21:49.782+08:002014-03-04T21:21:49.782+08:00How do I find CRT at sgx.com? Can't seem to fi...How do I find CRT at sgx.com? Can't seem to find it.Janehttps://www.blogger.com/profile/07436982924928725546noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-30504322791427296172014-03-04T16:18:51.594+08:002014-03-04T16:18:51.594+08:00Hi aceirus,
Yes, I am. If you search "Croesu...Hi aceirus,<br /><br />Yes, I am. If you search "Croesus Retail Trust" in my blog, you will find all my blog posts on the Trust. :)<br /><br />I doubt very much that the increase in sales tax would have any big impact on Croesus Retail Trust. Any impact will probably be transient. People will get used to it and life goes on.<br /><br />The fact that renewals at Mallage Shobu is able to AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-1108657037340770542014-03-04T15:24:30.726+08:002014-03-04T15:24:30.726+08:00Hi AK71,
Are you vested in CRT? I was also loo...Hi AK71,<br /><br /> Are you vested in CRT? I was also looking at this counter recently but decided to wait out since the sales tax will be raised to 8% coming April. I am not sure how the Japanese consumers will react to this. Furthermore, I had never personally visited the malls in their portfolio, although I had been to Japan a couple of times :)Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-58119950598710798422014-03-04T10:20:48.880+08:002014-03-04T10:20:48.880+08:00Hi Drizzt,
Indefinite amount of time means foreve...Hi Drizzt,<br /><br />Indefinite amount of time means forever. I do not think that the Yen will be on a downward spiral forever.<br /><br />Currency exchange rate is, of course, about pairing. So, your question also suggests that the S$ could become stronger indefinitely. Is that likely?<br /><br />So, this is where a bit of macroeconomics might put things into perspective. Japan shows signs of AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-55994174493473330092014-03-04T07:57:49.678+08:002014-03-04T07:57:49.678+08:00oh. if the trend for yen is down, how do you hedge...oh. if the trend for yen is down, how do you hedge that for indefinite amount of time?Kyithhttps://www.blogger.com/profile/07617228143744544821noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-45920097902154737142014-03-03T21:05:10.594+08:002014-03-03T21:05:10.594+08:00In addition to a better investment environment, a ...In addition to a better investment environment, a weaker yen and expectations for inflation—ending years of debilitating price declines—in Japan have also prompted wealthy Asians to go on the hunt for office buildings and condominiums in Tokyo. Over the past year, condo sales have jumped to their highest level in six years, and Japan's REIT index has hit a five-year high. <br /><br />Land AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.com