tag:blogger.com,1999:blog-7944902213075756335.post7579402983852015111..comments2024-03-28T10:39:01.047+08:00Comments on A Singaporean Stocks Investor (ASSI): More income from Ascendas Hospitality Trust expected.AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-7944902213075756335.post-22727610268924290142018-01-03T12:02:43.985+08:002018-01-03T12:02:43.985+08:00From:
https://singaporeanstocksinvestor.blogspot.s...From:<br />https://singaporeanstocksinvestor.blogspot.sg/2014/09/ascendas-hospitality-trust-nibble.html<br /><br />csky said...<br />Hi AK, Thanks for this post. I found the answers to some of my earlier questions! Patience (you got in almost 2 years after IPO when you first looked at it), and viewing Mr's Market's pessimism as opportunity after you have assessed what's a realistic AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-76387976184438210602017-02-16T15:41:47.340+08:002017-02-16T15:41:47.340+08:00Hi redponza,
I wouldn't call it speculation. ...Hi redponza,<br /><br />I wouldn't call it speculation. AHT is still a legitimate investment for income.<br /><br />CRT and AHT are in different sectors. It is about putting our eggs in different baskets.<br /><br />Also, I feel that hospitality is more seasonal than cyclical.<br /><br />Of course, we should do what we are comfortable with. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-7704004761562466062017-02-16T15:25:38.849+08:002017-02-16T15:25:38.849+08:00With the cyclical nature of hospitality sector, I ...With the cyclical nature of hospitality sector, I will stay away from this sector unless they offer a high enough yield (ie several % points greater than other more stable property sub-sector). <br /><br />Now, for a similar yield, I can buy Croesus Retails Trust with a more stable outlook, why should I speculate in AHT?redponzahttps://www.blogger.com/profile/12482736417233080153noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-56068356109509909322017-02-13T22:29:45.400+08:002017-02-13T22:29:45.400+08:00Hi Arthur,
Just talking to myself, as usual, you ...Hi Arthur,<br /><br />Just talking to myself, as usual, you know. ;)<br /><br />Glad you like my blog. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-32451292329017347942017-02-13T22:29:03.215+08:002017-02-13T22:29:03.215+08:00Hi simplyme,
Would you like to comment on Frasers...Hi simplyme,<br /><br />Would you like to comment on Frasers HT? ;)<br /><br />I am lazy. -.-"AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-47588947460392134172017-02-13T22:20:10.825+08:002017-02-13T22:20:10.825+08:00Thanks brother. Your write up help me understand a...Thanks brother. Your write up help me understand about AHT business by alot. Do continue with such good post.Arthur Wanghttps://www.blogger.com/profile/16048244127475312636noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-1222428930691442862017-02-13T22:04:19.825+08:002017-02-13T22:04:19.825+08:00Hi AK, no one seems to be looking at Frasers Hosp....Hi AK, no one seems to be looking at Frasers Hosp. Trust. Any idea why? simplymehttps://www.blogger.com/profile/09309919454375456952noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-81566782423623216592017-02-13T12:32:41.333+08:002017-02-13T12:32:41.333+08:00Hi Scopion,
AHT is not a REIT per se. It is more ...Hi Scopion,<br /><br />AHT is not a REIT per se. It is more a business trust. I account for AHT together with the likes of CRT and AGT in my non-REIT portfolio. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-6915366377474821912017-02-13T11:45:25.185+08:002017-02-13T11:45:25.185+08:00I was diversifying my REITs and decided to pick up...I was diversifying my REITs and decided to pick up one hospitality REIT. Much like what you mentioned, when I compared their portfolios, AHT won out by being more diverisfied and away from SG but CDL and FEHT have more weighted here locally. <br /><br />Overall a good pick and looking forward to more income in the coming year. Huat ar!ScOpIoNhttps://www.blogger.com/profile/14713294773935220558noreply@blogger.com