tag:blogger.com,1999:blog-7944902213075756335.post2430860289803675815..comments2024-03-28T23:00:40.055+08:00Comments on A Singaporean Stocks Investor (ASSI): First REIT: XR and fair value.AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger14125tag:blogger.com,1999:blog-7944902213075756335.post-83449862200688263212010-12-02T13:49:04.599+08:002010-12-02T13:49:04.599+08:00Hi sleepingsiok,
You are welcomed. I am glad to s...Hi sleepingsiok,<br /><br />You are welcomed. I am glad to share and look forward to hearing from you again. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-74518777105227103982010-12-02T13:43:11.584+08:002010-12-02T13:43:11.584+08:00Hi AK71,
I like your answer. Stimulate a lot of t...Hi AK71,<br /><br />I like your answer. Stimulate a lot of thinking......I like your answer. :)<br /><br />Thanks!sleepingsiokhttps://www.blogger.com/profile/06605101354642171803noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-79445127258653532562010-12-02T13:14:04.356+08:002010-12-02T13:14:04.356+08:00Hi sleepingsiok,
Based on fundamental analysis, I...Hi sleepingsiok,<br /><br />Based on fundamental analysis, I would only sell an investment if I feel that it was above fair value. Fair value depends on how valuation was done in the first place. <br /><br />For Starhub, if your main consideration is yield, at the current price, would you buy more of Starhub's shares?<br /><br />If your investment is still delivering what you want (based on AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-18171169899510861112010-12-02T13:05:28.666+08:002010-12-02T13:05:28.666+08:00Hi Derek,
One reason is because I do not know whe...Hi Derek,<br /><br />One reason is because I do not know when is the deadline for acceptance and payment of the rights entitlement. Information was not published by First REIT in the rights issue's time table.<br /><br />This should be made known to us together with how many lots of rights we have been alloted. We should have the package in a week or so.<br /><br />The other reason is becauseAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-47493088580877264162010-12-02T12:34:22.115+08:002010-12-02T12:34:22.115+08:00Hi AK71,
I like your blog. Thank you for sharing....Hi AK71,<br /><br />I like your blog. Thank you for sharing. I am a new passive income investor. Just started doing this 1 year ago. Reading your blog has answered a few question that has been bothering me. ie. should I focus in one industry or diversify. <br /><br />I need to seek your wisdom.<br /><br />I bought some Starthub with dividend of 9.3% last year. By now the price has gained 26%. I sleepingsiokhttps://www.blogger.com/profile/06605101354642171803noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-66354724227236467612010-12-02T12:12:38.581+08:002010-12-02T12:12:38.581+08:00Hi AK,
Thanks. I need to transfer funds over so n...Hi AK,<br /><br />Thanks. I need to transfer funds over so need time.<br /><br />Any particular reason why to wait for the package from CDP for the deadline for accepting and paying for our rights entitlement? Is it so that our money won't get lock up?Derekhttp://thefinance.sgnoreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-27790530174583266542010-12-02T11:01:21.254+08:002010-12-02T11:01:21.254+08:00Hi WK,
Not that I know of. Only by Cashier's ...Hi WK,<br /><br />Not that I know of. Only by Cashier's Order or through the ATMs, I remember.<br /><br />Internet banking for rights acceptance and payment would be a big step forward. I would like to see that as well. :)<br /><br />We will all receive the package from the CDP at about the same time, I believe. Look out for it. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-18815801217781973682010-12-02T10:57:23.750+08:002010-12-02T10:57:23.750+08:00Hi Newbie,
Whether something is attractive depend...Hi Newbie,<br /><br />Whether something is attractive depends on individual standards. If you feel that getting a yield of 8.64% from, primarily, Indonesian healthcare real estate is attractive, you could get some.<br /><br />There could be some investors who think it is risky being Indonesian. Given the country's history, demanding a higher yield from investments in Indonesia is AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-52629414473532043022010-12-02T10:27:16.408+08:002010-12-02T10:27:16.408+08:00can pay via internet banking??
keep us update if ...can pay via internet banking??<br /><br />keep us update if u receive something from the CDP ya...WKnoreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-33953668013419772422010-12-02T10:13:09.627+08:002010-12-02T10:13:09.627+08:00Hi AK,
If I were to only buy into First REIT now,...Hi AK,<br /><br />If I were to only buy into First REIT now,would the current price be viable?At the current price of 0.74,it would mean a yield of 6.4/74 *100 = 8.64% yield...Pretty attractive in my opinion.My understanding of your opinion is that any price below 80c would be a fair buy?Thanks in advance.Newbienoreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-15545791095128369952010-12-02T09:35:31.370+08:002010-12-02T09:35:31.370+08:00Hi Derek,
The trading of nil-paid rights will sta...Hi Derek,<br /><br />The trading of nil-paid rights will start on 8 Dec. I suppose we could accept and pay for our rights at the ATM then as well. Of course, we could also apply for excess rights. ;)<br /><br />However, there is no hurry since trading of nil-paid rights closes on 16 Dec.<br /><br />A friend asked me the same question and I advised him to wait for the package from CDP for the AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-22439572156568423672010-12-02T09:31:21.968+08:002010-12-02T09:31:21.968+08:00Hi Rookie,
I am happy for you. Congratulations. :...Hi Rookie,<br /><br />I am happy for you. Congratulations. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-17635805480918477852010-12-02T09:08:02.985+08:002010-12-02T09:08:02.985+08:00Hi AK,
Can I double check if applying of rights w...Hi AK,<br /><br />Can I double check if applying of rights will commence on 8 Dec?Derekhttp://thefinance.sgnoreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-74013573729914754092010-12-02T08:45:56.259+08:002010-12-02T08:45:56.259+08:00Hi AK71, Thanks for your previous posts on First R...Hi AK71, Thanks for your previous posts on First Reit. I bought it after reviewing your analysis.<br />Thanks!Rookiehttps://www.blogger.com/profile/06358344841110096965noreply@blogger.com