tag:blogger.com,1999:blog-7944902213075756335.post8009584425378082663..comments2024-03-28T23:00:40.055+08:00Comments on A Singaporean Stocks Investor (ASSI): AIMS APAC REIT and perpetual bonds.AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger29125tag:blogger.com,1999:blog-7944902213075756335.post-87703317162039320742021-09-29T12:57:55.904+08:002021-09-29T12:57:55.904+08:00Hi Tea,
Mr. Koh Wee Lih did a very good job as CE...Hi Tea,<br /><br />Mr. Koh Wee Lih did a very good job as CEO of AIMS APAC REIT and I won't be surprised if he got head hunted.<br /><br />Now, I might be worried if Mr. George Wang decides to sell his stake in the REIT. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-33380617452975074082021-09-29T12:13:54.535+08:002021-09-29T12:13:54.535+08:00Hi AK, just wonder what is your take on resignatio...Hi AK, just wonder what is your take on resignation of AA's CEO to join Keppel? Either Keppel offered him an irresitable package or potential changes on the way for AA..Teahttps://www.blogger.com/profile/11679587669990711043noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-90194179830752473782021-09-24T15:19:35.304+08:002021-09-24T15:19:35.304+08:00Yes, I am an investor AA since 5 years ago. Yes, I am an investor AA since 5 years ago. Siew Munhttps://www.blogger.com/profile/11468092627549905017noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-55000014425785594872021-09-14T21:04:53.209+08:002021-09-14T21:04:53.209+08:00Siew Mun
Are you a long time aims investor?Siew Mun<br /><br />Are you a long time aims investor?SgFirehttps://www.blogger.com/profile/13399451039465880644noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-44633091608991217512021-09-13T08:03:44.444+08:002021-09-13T08:03:44.444+08:00Hi MT,
I have looked at HK Land before but my pla...Hi MT,<br /><br />I have looked at HK Land before but my plate is quite full.<br /><br />I also have more than enough exposure to undervalued property developers.<br /><br />It could take a long time for value to be unlocked if they get unlocked at all.<br /><br />Reference:<br /><a href="https://singaporeanstocksinvestor.blogspot.com/2019/11/quek-leng-chan-ups-stake-in-guocoland.html" rel="AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-56677960617217321192021-09-12T20:50:51.413+08:002021-09-12T20:50:51.413+08:00Hi AK
wonder if you can talk to yourself about hon...Hi AK<br />wonder if you can talk to yourself about hongkong land? It has decent div yield and low pb ratio. Wonder if you ever invested in it. Thanks!<br />Regards <br />MtMThttps://www.blogger.com/profile/02944603040185917356noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-17152344784512971872021-09-12T07:55:49.642+08:002021-09-12T07:55:49.642+08:00Hi Siew Mun,
Dragon Pacific Assets Limited is a l...Hi Siew Mun,<br /><br />Dragon Pacific Assets Limited is a long time shareholder and I remember they were aggressively increasing their stake in AA REIT more than 10 years ago when the REIT was trading at about 23 cents a unit or $1.15 after consolidation. AA REIT has been a very good investment in terms of income generation as well as capital gain for them.<br /><br />For sure, if AA REIT's AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-3499733180789029482021-09-11T19:33:19.228+08:002021-09-11T19:33:19.228+08:00I took the opportunity to add more AA to my curren...I took the opportunity to add more AA to my current holdings. I continue to add if they go lower. I am a dividend income investor. :-pSiew Munhttps://www.blogger.com/profile/11468092627549905017noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-13799933817472585852021-09-11T19:30:07.978+08:002021-09-11T19:30:07.978+08:00AK, Dragon Pacific divested 8m AA shares at 1.463 ...AK, Dragon Pacific divested 8m AA shares at 1.463 which reduced their holding from 8% to 6%. There is no changes to majority shareholders holdings except Dragon Pacific. Siew Munhttps://www.blogger.com/profile/11468092627549905017noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-22240777920703573682021-09-11T15:38:27.045+08:002021-09-11T15:38:27.045+08:00Hi Focus,
If things go the way we assume they wou...Hi Focus,<br /><br />If things go the way we assume they would all the time, life would be really easy.<br /><br />Mr. Market doesn't care what our assumptions are. ;)<br /><br />Reference:<br /><a href="https://singaporeanstocksinvestor.blogspot.com/2013/06/s-reits-are-we-asking-right-questions.html" rel="nofollow">S-REITs: Are we asking the right questions?</a><br /><i>"Of course, Mr. AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-45536151032964328892021-09-11T12:44:07.416+08:002021-09-11T12:44:07.416+08:00why the share price has been falling ? since the a...why the share price has been falling ? since the assumption by you was it will go up ?<br /><br />-----------------------------------------------------------------------------------<br />Krishna said...<br />Hi AK,<br /><br />Since AA Reit will be included in FTSE NAREIT global index, we expect the index to buy AA rEIT units and hence the demand will increase and so price of the units will Focushttps://www.blogger.com/profile/05987893323644231432noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-71176265867870544272021-09-11T08:20:30.059+08:002021-09-11T08:20:30.059+08:00Hi Betta man,
Buying SCI at $1.88 today is not th...Hi Betta man,<br /><br />Buying SCI at $1.88 today is not the same as buying it at $1.88 last year in June. ;p<br /><br />I am not interested in adding to my investment in SCI now but it could be interesting to others, of course. :)<br /><br />Reference:<br /><a href="https://singaporeanstocksinvestor.blogspot.com/2020/06/sembcorp-industries-sci-investment.html" rel="nofollow">SCI investment is AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-16786746008535665842021-09-10T16:44:45.373+08:002021-09-10T16:44:45.373+08:00Sembcorp Industry has dropped to about $1.88 at po...Sembcorp Industry has dropped to about $1.88 at point to writing. Do you think it is a good time to buy the dip ?<br /><br />Thanks for sharing your wisdomBetta manhttps://www.blogger.com/profile/02597553932202096004noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-60539382967619597082021-09-10T07:55:12.314+08:002021-09-10T07:55:12.314+08:00Hi Blur Sotong,
Please see my replies to ok and J...Hi Blur Sotong,<br /><br />Please see my replies to ok and John above.<br /><br />As for the fall in unit price, obviously, Mr. Market does not like the news.<br /><br />I have mixed feelings about the possible purchase of the Australian property.<br /><br />Will just have to see if the purchase actually happens.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-2193673150807634492021-09-10T07:52:43.970+08:002021-09-10T07:52:43.970+08:00Hi John,
Mr. Koh Wee Lih did good work at AA REIT...Hi John,<br /><br />Mr. Koh Wee Lih did good work at AA REIT and I hope his successor will continue to do a good job.<br /><br />As for the Australian property, a 5% yield is relatively low.<br /><br />I suspect they might be interested in the long lease and the potential to increase the net lettable area by a big percentage. This could improve income visibility and also higher future income.<br AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-64386793778846576082021-09-10T07:46:18.286+08:002021-09-10T07:46:18.286+08:00Hi ok,
I spent some time with Mr. Koh Wee Lih a f...Hi ok,<br /><br />I spent some time with Mr. Koh Wee Lih a few years ago when he brought me on a tour of some of AA REIT's properties in Singapore.<br /><br />I like him and he will be missed. <br /><br />Reference:<br /><a href="https://singaporeanstocksinvestor.blogspot.com/2016/01/aims-amp-capital-industrial-reit_15.html" rel="nofollow">AA REIT: A private tour.</a>AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-69964101147226785652021-09-09T15:14:57.578+08:002021-09-09T15:14:57.578+08:00hi AK,
Any thoughts on the recent sell down in Aim...hi AK,<br />Any thoughts on the recent sell down in Aims APAC Reit? it came right with a change in CEO and also announcement that they are interested in purchasing Woolsworth with data center property in Australia. It is quite a steep fall by Aims APAC standard from $1.60 to $1.44 (now) just over 8th and 9th Sept. <br /><br />Thanks for your thoughts. <br /><br />BS <br /><br />Blur Sotonghttps://www.blogger.com/profile/17765089027437812630noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-29087608627879489742021-09-09T10:05:05.797+08:002021-09-09T10:05:05.797+08:00AA reit CEO had resigned and replaced by existing ...AA reit CEO had resigned and replaced by existing IR head.<br />They are also buying a australia property at just 5% yield.<br /><br />Any view on it?johnhttps://www.blogger.com/profile/07286541085901212787noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-17917872214950078782021-09-08T12:14:37.862+08:002021-09-08T12:14:37.862+08:00Hi AK
https://www.businesstimes.com.sg/real-estat...Hi AK<br /><br />https://www.businesstimes.com.sg/real-estate/aa-reit-chief-executive-koh-wee-lih-resigns-to-be-replaced-by-investment-headokhttps://www.blogger.com/profile/02168444805607479311noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-62154865325667448812021-09-06T08:28:15.637+08:002021-09-06T08:28:15.637+08:00Hi Krishna,
I feel that it is a reasonable assump...Hi Krishna,<br /><br />I feel that it is a reasonable assumption. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-36236700125819497602021-09-05T15:24:12.341+08:002021-09-05T15:24:12.341+08:00Hi AK,
Since AA Reit will be included in FTSE NAR...Hi AK,<br /><br />Since AA Reit will be included in FTSE NAREIT global index, we expect the index to buy AA rEIT units and hence the demand will increase and so price of the units will increase leading to yield compression.<br /><br />Is that correct?<br /><br />Thx<br /><br />Krishna<br /><br />P.S: Thx to Eddy for sharing the newsKrishnahttps://www.blogger.com/profile/06053420581213061572noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-49929968507362012312021-09-03T08:21:08.335+08:002021-09-03T08:21:08.335+08:00Hi Eddy,
Thanks for sharing the good news.
This ...Hi Eddy,<br /><br />Thanks for sharing the good news.<br /><br />This would likely lead to yield compression as the REIT's unit price would probably strengthen.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-42594716012126834502021-09-02T21:32:05.550+08:002021-09-02T21:32:05.550+08:00《AIMS APAC REIT Management Limited (the Manager) a...《AIMS APAC REIT Management Limited (the Manager) as manager of AIMS APAC REIT (AA REIT or the REIT) today announced that AA REIT will be included in the FTSE EPRA Nareit Global Developed Index with effect from 20 September 2021.》<br /><br />Hi AK,<br />I guess this should be a positive news for AA Reit and all shareholders. <br />Eddyhttps://www.blogger.com/profile/16972139042417203588noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-57382844567921368282021-08-29T15:54:26.778+08:002021-08-29T15:54:26.778+08:00Thank you for your replyThank you for your replyAnonymoushttps://www.blogger.com/profile/12020496881277985413noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-1062570511170659662021-08-28T13:23:46.142+08:002021-08-28T13:23:46.142+08:00Hi Unknown,
I believe that this is for institutio...Hi Unknown,<br /><br />I believe that this is for institutions and private banking clients only.<br /><br />"Deal statistics showed an orderbook of S$450 million across 31 accounts, with 99 per cent of investors from Singapore and 1 per cent from overseas. Some 51 per cent of the overall orderbook came from private banks, with the remaining 49 per cent from fund managers and banks." AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.com