tag:blogger.com,1999:blog-7944902213075756335.post3446870321737388339..comments2024-03-28T10:39:01.047+08:00Comments on A Singaporean Stocks Investor (ASSI): Sabana REIT's lesson and Wilmar's interim dividend.AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger28125tag:blogger.com,1999:blog-7944902213075756335.post-58670623817576196652021-10-22T12:49:07.268+08:002021-10-22T12:49:07.268+08:00Sabana REIT has reported that its occupancy rate h...Sabana REIT has reported that its occupancy rate has increased in 3QFY2021 to its highest level since 2018, at 85.3%<br /><br />The REIT says excluding 1 Tuas Avenue 4, which is held for divestment, portfolio occupancy would have been 88.3%.<br /><br />Meanwhile, occupancy for multi-tenanted properties stood at 90.7%, the highest in nearly eight years. <br /><br />It renewed 59,729 sq ft of AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-53908120344956363782021-08-30T16:29:39.435+08:002021-08-30T16:29:39.435+08:00Hi sugarhoney,
Just talking to myself, as usual. ...Hi sugarhoney,<br /><br />Just talking to myself, as usual. ;pAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-61539198044988281842021-08-30T10:41:24.797+08:002021-08-30T10:41:24.797+08:00Thank you for the post :)Thank you for the post :)Chasingdreamshttps://www.blogger.com/profile/11246712497793772689noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-7806498376972967222021-08-26T22:20:52.489+08:002021-08-26T22:20:52.489+08:00Hi David,
Indeed so.
Good luck to all of us. :)Hi David,<br /><br />Indeed so.<br /><br />Good luck to all of us. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-44744578260584567772021-08-26T13:43:15.813+08:002021-08-26T13:43:15.813+08:00Thanks, AK.
Yes, we must have our own plan that su...Thanks, AK.<br />Yes, we must have our own plan that suit our individual situation..<br /><br />Best Rgds<br />DavidDavidhttps://www.blogger.com/profile/09352854689544636455noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-66177727430091583132021-08-26T09:46:59.686+08:002021-08-26T09:46:59.686+08:00Hi David,
Wilmar is a giant of a business conglom...Hi David,<br /><br />Wilmar is a giant of a business conglomerate and Mr. Market probably applies a conglomerate discount for the reason you mentioned.<br /><br />Much value is hidden and people are not able to fully appreciate conglomerates.<br /><br />For those who primarily invest for income, Wilmar's free cash flow as well as their ability and willingness to pay decent dividends is the AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-55860622158659233392021-08-25T22:25:52.702+08:002021-08-25T22:25:52.702+08:00Thanks, AK.
Though some said Wilmar business can b...Thanks, AK.<br />Though some said Wilmar business can be very complex & 'difficult' to analyse.<br />But Wilmar seems cover all the process from raw materials to the final products.<br /><br />Maybe market thinks that after Wilmar has paid out the special dividend due to IPO of its China subsidy, it will take some time for Wilmar to give out goodies again:-)<br /><br />Best Rgds<br />Davidhttps://www.blogger.com/profile/09352854689544636455noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-44073636595116047372021-08-25T16:54:14.074+08:002021-08-25T16:54:14.074+08:00Hi David,
Mr. Market is undervaluing Wilmar.
The...Hi David,<br /><br />Mr. Market is undervaluing Wilmar.<br /><br />The patient investor will be rewarded. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-81913755575527097952021-08-25T16:40:17.667+08:002021-08-25T16:40:17.667+08:00Hi AK,
Good Day.
Thank you for the info on Wilmar....Hi AK,<br />Good Day.<br />Thank you for the info on Wilmar.<br />Its trading ~$4.2 now, near 1yr low of $4.04.<br />Will try to buy below $4.2.<br /><br />Hope booming of commodity will help Wilmar.<br />It seems that all the assets Wilmar has is > then $4.2 Per Share.<br />It Wilmar is able to 'unlock' those assets, e.g. listing of subsidary in India[though been delayed], Cargill Davidhttps://www.blogger.com/profile/09352854689544636455noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-81129461772681301732021-08-25T09:09:19.551+08:002021-08-25T09:09:19.551+08:00Hi sugarhoney,
I have published my reply as a blo...Hi sugarhoney,<br /><br />I have published my reply as a blog:<br /><a href="https://singaporeanstocksinvestor.blogspot.com/2021/08/aims-apac-reit-and-perpetual-bonds.html" rel="nofollow">AIMS APAC REIT and perpetual bonds.</a>AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-45147926524248859622021-08-25T08:25:50.288+08:002021-08-25T08:25:50.288+08:00Hi ak,
Can you talk to yourself about AA reit an...Hi ak, <br /><br />Can you talk to yourself about AA reit and their recent perpetual bond. Will you subscribe Chasingdreamshttps://www.blogger.com/profile/11246712497793772689noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-61660734535546783322021-08-25T08:14:31.659+08:002021-08-25T08:14:31.659+08:00Hi PL,
If an investment cannot deliver what we ne...Hi PL,<br /><br />If an investment cannot deliver what we need it to deliver, then, cutting it loose is probably a logical thing to do.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-82826388273816763232021-08-24T22:24:27.261+08:002021-08-24T22:24:27.261+08:00Hi aK,
Many thanks for your response. I sold off ...Hi aK,<br /><br />Many thanks for your response. I sold off my shares this morning.PLhttps://www.blogger.com/profile/00912816449706241086noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-10920105814249035462021-08-24T12:50:18.248+08:002021-08-24T12:50:18.248+08:00Hi DS,
If the IPO does not happen, Wilmar's b...Hi DS,<br /><br />If the IPO does not happen, Wilmar's business goes on like before. <br /><br />If it does happen, then, we see more value being unlocked.<br /><br />Not a big deal for the patient investor. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-89818177702271618712021-08-24T12:44:29.501+08:002021-08-24T12:44:29.501+08:00Hi PL,
You might have missed this blog where I sh...Hi PL,<br /><br />You might have missed this blog where I shared my thoughts on SMM:<br /><a href="https://singaporeanstocksinvestor.blogspot.com/2021/07/2q-2021-passive-income-covid-19-endemic.html" rel="nofollow">2Q 2021 passive income.</a><br /><br />I don't like the rights issue.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-47420262161939659062021-08-24T08:41:24.153+08:002021-08-24T08:41:24.153+08:00Good morning AK,
Do you think a giant Like SMM co...Good morning AK,<br /><br />Do you think a giant Like SMM could possibly be delisted. The price of the rights have fallen to almost half the price of the issue price.<br /><br />May I have your thoughts on SMM.<br /><br />Thank you<br /><br />PLPLhttps://www.blogger.com/profile/00912816449706241086noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-90214623683891436762021-08-23T23:49:58.399+08:002021-08-23T23:49:58.399+08:00Hi AK,
May I ask whether you intend to subscrib...Hi AK,<br /> <br />May I ask whether you intend to subscribe to SMM rights or do you intend to sell some of your SMM shares?<br /><br />I have 27,000 SMM shares and have absolutely no idea what to do with them.<br /><br />Appreciate your comments.<br /><br />Thank you<br />PLPLhttps://www.blogger.com/profile/00912816449706241086noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-91746513483011556882021-08-23T14:48:28.614+08:002021-08-23T14:48:28.614+08:00Hi AK,
Able to talk to yourself on the recent new...Hi AK,<br /><br />Able to talk to yourself on the recent news that Adani Wilmar IPO was placed on hold? Do you think this is a major setback per se (like Del Monte's failed IPO in the Philippines) and will have ramifications on the price? Or as Krishna and yourself mentioned above, there are still a lot of things going for Wilmar?<br /><br />Thanks! :)DShttps://www.blogger.com/profile/12612774373498296202noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-61514710165760477202021-08-21T08:59:17.640+08:002021-08-21T08:59:17.640+08:00Hi SgFire,
Ah, thanks for jogging my memory. ;pHi SgFire,<br /><br />Ah, thanks for jogging my memory. ;pAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-32284459026149044922021-08-20T21:54:56.736+08:002021-08-20T21:54:56.736+08:00I was the one who ask u abt wilmarI was the one who ask u abt wilmarSgFirehttps://www.blogger.com/profile/13399451039465880644noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-75694793865417423802021-08-20T08:24:37.765+08:002021-08-20T08:24:37.765+08:00Hi SgFire,
You are Mei?Hi SgFire,<br /><br />You are Mei?AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-27664902055169728802021-08-20T06:03:19.879+08:002021-08-20T06:03:19.879+08:00Hi ak
That was me...lolHi ak<br /><br />That was me...lolSgFirehttps://www.blogger.com/profile/13399451039465880644noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-40110356490609610492021-08-19T22:55:50.746+08:002021-08-19T22:55:50.746+08:00Hi Mei,
I don't have a good impression of ESR...Hi Mei,<br /><br />I don't have a good impression of ESR REIT.<br /><br />Glad that I exited when I did but I could be wrong, of course. ;)<br /><br />See:<br />1. <a href="https://singaporeanstocksinvestor.blogspot.com/2018/01/merger-of-esr-reit-and-viva-industrial.html" rel="nofollow">Merger of ESR REIT and VIVA Industrial Trust.</a><br />2. <a href="https://AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-19222497721567874802021-08-19T22:22:48.745+08:002021-08-19T22:22:48.745+08:00Hi AK
Any comments on ESR reit?
Cheers
MeiHi AK<br /><br />Any comments on ESR reit?<br /><br />Cheers<br />MeiMeihttps://www.blogger.com/profile/16194670434795890145noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-20134149586265719002021-08-18T22:54:48.826+08:002021-08-18T22:54:48.826+08:00Hi Betta man,
Unfortunately, King Wan Corp has no...Hi Betta man,<br /><br />Unfortunately, King Wan Corp has not been able to do better after so many years.<br /><br />Increasingly, it looks like a lemon to me.<br /><br />Purpose of the rights issue is "to strengthen the Group’s financial position and capital<br />base."<br /><br />My smallish investment in King Wan Corp is now worth an insignificant three digit number and I have AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.com