tag:blogger.com,1999:blog-7944902213075756335.post5869703945237326245..comments2024-03-28T10:39:01.047+08:00Comments on A Singaporean Stocks Investor (ASSI): AIMS AMP Capital Industrial REIT: Sell down at 21.5c.AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger16125tag:blogger.com,1999:blog-7944902213075756335.post-34704837239520668152011-01-23T12:43:10.018+08:002011-01-23T12:43:10.018+08:00Hi LT,
I liquidated my stake in Cambridge Industr...Hi LT,<br /><br />I liquidated my stake in Cambridge Industrial Trust sometime back and still blog about the Trust as and when Chris Calvert does something noteworthy. ;)<br /><br />For example:<br /><a href="http://singaporeanstocksinvestor.blogspot.com/2010/10/cambridge-industrial-trust-equity-fund.html" rel="nofollow">Cambridge Industrial Trust: Equity fund raising again.</a><br /><br />The AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-31969735229688901582011-01-23T12:34:42.628+08:002011-01-23T12:34:42.628+08:00Hi AK,
So in other words, wherever Chris Calvert ...Hi AK,<br /><br />So in other words, wherever Chris Calvert goes, try to avoid getting into that particular counter? hee hee.......!<br /><br />Btw, how do you get the NAV and fair value of a particular counter?<br /><br />LTAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-17904727920482385042011-01-23T11:42:26.553+08:002011-01-23T11:42:26.553+08:00Hi LT,
That would be MI-REIT's IPO. MI-REIT m...Hi LT,<br /><br />That would be MI-REIT's IPO. MI-REIT made some overpriced acquisitions prior to the last recession. Its previous CEO, Chris Calvert, who is the current CEO of Cambridge Industrial Trust, also failed to put in much needed financing arrangement when a deal was sealed to purchase an industrial property which was being built. Of course, when the recession came and credit dried AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-64668458080492009382011-01-23T10:59:24.038+08:002011-01-23T10:59:24.038+08:00Hi AK,
I do noticed that the IPO of AIMS AMP Capi...Hi AK,<br /><br />I do noticed that the IPO of AIMS AMP Capital was at $1.20 and currently trading around $0.22.<br /><br />Wondering what causes the purge of price after the IPO?<br /><br />LTAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-48882305104779449692011-01-18T13:43:09.398+08:002011-01-18T13:43:09.398+08:00Hi SnOOpy168,
I saw it and I am pretty sure the n...Hi SnOOpy168,<br /><br />I saw it and I am pretty sure the number is in error. ;)<br /><br />I try to do my own research and not rely too much on secondary sources. Of course, I am just one person.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-58176508563732701272011-01-18T11:40:24.914+08:002011-01-18T11:40:24.914+08:00AK
http://singstocks.com/forum/showthread.php?151...AK<br /><br />http://singstocks.com/forum/showthread.php?1510-Top-120-Dividend-Stocks-In-Singapore&p=4364#post4364<br /><br />Shows #5 IS AA-REITS, offering a dividend yield of almost 18% ! Wah..... I am unsure how this was derived ? <br /><br />Imagine getting payback within 5.75yrs. If this is true, I too will break the bank, cash-in insurance policies + my camera collections + my HDB flatAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-17476012561997039102011-01-17T11:21:09.461+08:002011-01-17T11:21:09.461+08:00Hi CJ,
If this REIT should hit 21c support, I wou...Hi CJ,<br /><br />If this REIT should hit 21c support, I would break my piggy bank and start mopping up. ;-)<br /><br />I commented about 2nd Chance once before early last year. My thoughts on the counter remain the same now:<br /><br /><a href="http://singaporeanstocksinvestor.blogspot.com/2010/03/replies-from-ak71-capitamalls-asia-and.html" rel="nofollow">2nd Chance</a>AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-76623973255908495602011-01-17T10:29:04.183+08:002011-01-17T10:29:04.183+08:00Hi AK,
Agree, looks good to accumlate further if ...Hi AK,<br /><br />Agree, looks good to accumlate further if it goes lower.<br /><br />BTW, can you share your view on <br />2nd Chance Properties? <br /><br />Thanks,<br />CJHappy Woof & JJhttps://www.blogger.com/profile/15305517214913394708noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-27021323413544602492011-01-16T22:30:12.071+08:002011-01-16T22:30:12.071+08:00Hi Isaac,
You will find the information you need ...Hi Isaac,<br /><br />You will find the information you need in the following blog posts:<br /><br /><a href="http://singaporeanstocksinvestor.blogspot.com/2010/10/aims-amp-capital-industrial-reit-2q.html" rel="nofollow">AIMS AMP Capital Industrial REIT: 2Q FY2011</a><br /><br /><a href="http://singaporeanstocksinvestor.blogspot.com/2010/12/aims-amp-capital-industrial-reit_11.html" rel="nofollow">AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-80934658377029548272011-01-16T22:22:42.861+08:002011-01-16T22:22:42.861+08:00hi AK
sorry to ask again, i can't seem to fin...hi AK<br /><br />sorry to ask again, i can't seem to find this info on the AA reit website. what's the gearing level, NAV per unit for AA Reit?Ihttps://www.blogger.com/profile/04222573673272472458noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-87014703095275324932011-01-16T10:16:52.085+08:002011-01-16T10:16:52.085+08:00Hi Wee,
I am curious too since I am vested in thi...Hi Wee,<br /><br />I am curious too since I am vested in this REIT. So, no trouble. :)<br /><br />For sure, it is more attractive now at 21.5c and I am looking forward to adding to my position. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-82218276018104083112011-01-16T10:15:08.060+08:002011-01-16T10:15:08.060+08:00Hi Isaac,
Hey, no problem. Glad to share. :)
Wit...Hi Isaac,<br /><br />Hey, no problem. Glad to share. :)<br /><br />With the sudden selling down on Friday, we have a nice window of opportunity to accumulate at a lower price now especially with the next distribution happening in March. Good luck. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-73044410288244431902011-01-15T22:07:50.272+08:002011-01-15T22:07:50.272+08:00Hi AK,
Thank you for your prompt reply. More attr...Hi AK,<br /><br />Thank you for your prompt reply. More attractive now it seems. :)<br /><br />Wee~Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-37906159606956469542011-01-15T21:24:56.262+08:002011-01-15T21:24:56.262+08:00thanks AK.
Next distribution will be in March, s...thanks AK. <br /><br />Next distribution will be in March, so looking to load up soon ;)Ihttps://www.blogger.com/profile/04222573673272472458noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-30522701933942668712011-01-15T20:02:36.748+08:002011-01-15T20:02:36.748+08:00Hi Isaac,
This was MacCook Industrial REIT (MI-RE...Hi Isaac,<br /><br />This was MacCook Industrial REIT (MI-REIT) up till sometime end 2009. Lots of history.<br /><br />What has changed? Plenty and mostly positive. :)<br /><br />Here is an early blog post of mine:<br /><br /><a href="http://singaporeanstocksinvestor.blogspot.com/2009/12/aims-amp-capital-industrial-reit-mi.html" rel="nofollow">AIMS AMP Capital Industrial REIT (MI-REIT)</a>AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-52100786693599478042011-01-15T19:44:30.536+08:002011-01-15T19:44:30.536+08:00hi AK
This REIT was known as MacArthurcook REIT a...hi AK<br /><br />This REIT was known as MacArthurcook REIT a few years back. what changed?Ihttps://www.blogger.com/profile/04222573673272472458noreply@blogger.com