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  • Moderator
    shade343's Avatar
    13,820 posts since Jun '04
    • Lets start the new year with a good counter that will reap good dividends and capital appreciation! Laughing

      Feel free to post a counter which you think have good potential in terms of dividend yield and capital appreciation. Laughing

      Remember, the following recommendations cannot be a substitute for professional financial advice. We are not responsible for any investment decision you make based on the contents of this thread.

      Stock: Suntec Reit

      Current Price as of 29 Dec 05: $1.08

      According to the inaugral annual report from Suntec Reit, "Suntec Reit has consistently outperform its IPO forecast each quarter and delivered higher distribution yields to its unitholders".

      Suntec Reit has also managed to drive up office occuapancy rate from 75% in Dec 2004 to 90.4% as of 30th September 2005. Asset Enhancements works has also been succesful. The successful implementation of the Happy Kidz zone on the 3rd floor has yielded an average rent of $13psf.

      Although Reits, as high yield investment products, has been somewhat affected by rising interest rates, Suntec Reit believes it is in a good position to overcome this through "hedging strateges and stregthening revenue streams through proactive leasing and yield accretive acquisitions to deliver sustainiable growth".

      Suntec Reit will also stand to benefit from the favourable office market outlook in Singapore.

      ------------------------------

      As such, I think the current price of Suntec Reit is quite attractive. The average yield of S-Reits are around 5.2%. Based on the current Price of Suntec Reit, this represents a yield of 5.8% which is slightly higher than the average yield.

      Edited by shade343 01 Jan `06, 9:33PM
  • Ito_^'s Avatar
    23,162 posts since Jul '04
  • Moderator
    shade343's Avatar
    13,820 posts since Jun '04
  • Kenashi's Avatar
    15,557 posts since Aug '04
    • Originally posted by Ito_^:
      creative Twisted Evil

      i don't think creative can make it.
      it is like a roller coaster, going up n down at will Mr. Green

  • Ito_^'s Avatar
    23,162 posts since Jul '04
    • Originally posted by Kenashi:
      i don't think creative can make it.
      it is like a roller coaster, going up n down at will Mr. Green

      Twisted Evil Twisted Evil

  • Moderator
    shade343's Avatar
    13,820 posts since Jun '04
    • Originally posted by Kenashi:
      i don't think creative can make it.
      it is like a roller coaster, going up n down at will Mr. Green

      It just might make it. Last year, the highest it went was $28 before crashing down.... Laughing

  • Kenashi's Avatar
    15,557 posts since Aug '04
    • Originally posted by shade343:
      It just might make it. Last year, the highest it went was $28 before crashing down.... Laughing

      that's last yr, based on its current ability, i don't think it will ever hit $20 again Laughing

  • Moderator
    shade343's Avatar
    13,820 posts since Jun '04
    • Originally posted by Kenashi:
      that's last yr, based on its current ability, i don't think it will ever hit $20 again Laughing

      That would depend on their next product. Laughing

      Hmm....Currently, this stock is a speculator favourite....so it might just hit $30 Laughing

  • KumSioJui's Avatar
    2,121 posts since Aug '04
    • I dun think suntec is good for the long haul, I mean certainly one would think since it is owned by Li Ka Shing it would be a good thing brand name, midas touch and all Wink

      But if such a good thing why he wants have a REITS since he already so rich and not short on money. What make him want to have a REITS?

      Sometime back I read an article on something like the effects that a Casino could have on small town hotels, motels and arcades. In a nutshell it said that when a casino came to town or a small city sure it will provide a lot of jobs and spin off new industries which also create jobs, since the business of a casino is more towards gambling revenues it would require a very high density of tourism hence it will always build a lot of attractions like amusement parks hotels shopping etc ... and price these amusements ridiculously low to attract as much visitors as possible but doing that will suck away all the business from all the other small players like small hotel owners and small shopping center owners. Is the same concept as Walmarts, when walmart goes to a big town or small city, it will suck away all the businesses. Wink

      If you look at the site of the future casinos one of them is in Marina so its very close to Suntec and raffles place.

      Ask yourself how many businesses in that area besides suntec Reit so far have "sold out" remember raffles hotel Wink

      The next big loser will be CDL since their wealth built is dependant upon a lot of tourism businesses like their hotels, shopping centers, so unless in someway they are able to get a share of the future casino my thinking is that they will be planning for REITS too and they did at one time announce their plan for REITS which was later scuttled.

      If you go apply for these REITS short term lah .. long term there is not going to be any future.

      Edited by KumSioJui 01 Jan `06, 10:44PM
  • dragg's Avatar
    49,241 posts since Mar '05
  • LazerLordz's Avatar
    35,169 posts since Apr '03
  • Moderator
    shade343's Avatar
    13,820 posts since Jun '04
    • Originally posted by KumSioJui:
      I dun think suntec is good for the long haul, I mean certainly one would think since it is owned by Li Ka Shing it would be a good thing brand name, midas touch and all Wink

      But if such a good thing why he wants have a REITS since he already so rich and not short on money. What make him want to have a REITS?

      Sometime back I read an article on something like the effects that a Casino could have on small town hotels, motels and arcades. In a nutshell it said that when a casino came to town or a small city sure it will provide a lot of jobs and spin off new industries which also create jobs, since the business of a casino is more towards gambling revenues it would require a very high density of tourism hence it will always build a lot of attractions like amusement parks hotels shopping etc ... and price these amusements ridiculously low to attract as much visitors as possible but doing that will suck away all the business from all the other small players like small hotel owners and small shopping center owners. Is the same concept as Walmarts, when walmart goes to a big town or small city, it will suck away all the businesses. Wink

      If you look at the site of the future casinos one of them is in Marina so its very close to Suntec and raffles place.

      Ask yourself how many businesses in that area besides suntec Reit so far have "sold out" remember raffles hotel Wink

      The next big loser will be CDL since their wealth built is dependant upon a lot of tourism businesses like their hotels, shopping centers, so unless in someway they are able to get a share of the future casino my thinking is that they will be planning for REITS too.

      If you go apply for these REITS short term lah .. long term there is not going to be any future.

      The reson for setting up the Reit is to unlock further shareholder value of the property. Reits are an ideal tool for it. Not only does it allow many small investors to own a piece of the property, it also gives the property a chance to increase its market value considerably.

      Suntec Convention has recently enetered into a MOU with a Current Casino bidding participant(cant rememeber the name) to leverage on each other expertise and floor areas.

      Theerfore, I do not view the casinos at Marina Bay to be "sucking away" the buisness. In fact, the casinos represent good news for Suntec. Tourist can take a short MRT ride to suntec for shopping after winning money from the casinos. Laughing

      Btw, Raffles Hotel sold their business of to Capital Colony. Most of the stuff which is sold to Capital Colony are not Hotels. In fact, more than 50% of the assets which Raffles Hoding sold to Capital Colony were Management Contracts. And the reason why Raffles Holding sold their buisness of was because $1.75 billion is a bloody good price.

      As I have said before, Reits are a win-win situation. It allows the owner to unlock value and gives shareholder a chance to own a prime property.

    • Originally posted by LazerLordz:
      I got two spam mail concerning stocks today. Mad

      Chicken Stocks? Laughing They are quite delicious. Laughing

  • Kenashi's Avatar
    15,557 posts since Aug '04
    • Originally posted by shade343:
      That would depend on their next product. Laughing

      Hmm....Currently, this stock is a speculator favourite....so it might just hit $30 Laughing

      then u should buy it now!!
      100% return sian Laughing

  • Moderator
    shade343's Avatar
    13,820 posts since Jun '04
    • Originally posted by dragg:
      bird flu and you can have cherry pickings.

      Twisted Evil

      Hmm, SIngapore GOvernment wont allow it lah. Laughing If the STI collapses again, Temasek Holdings will be badly affected.

  • KumSioJui's Avatar
    2,121 posts since Aug '04
    • Originally posted by shade343:
      The reson for setting up the Reit is to unlock further shareholder value of the property. Reits are an ideal tool for it. Not only does it allow many small investors to own a piece of the property, it also gives the property a chance to increase its market value considerably.

      Suntec Convention has recently enetered into a MOU with a Current Casino bidding participant(cant rememeber the name) to leverage on each other expertise and floor areas.

      Theerfore, I do not view the casinos at Marina Bay to be "sucking away" the buisness. In fact, the casinos represent good news for Suntec. Tourist can take a short MRT ride to suntec for shopping after winning money from the casinos. Laughing

      Btw, Raffles Hotel sold their business of to Capital Colony. Most of the stuff which is sold to Capital Colony are not Hotels. In fact, more than 50% of the assets which Raffles Hoding sold to Capital Colony were Management Contracts. And the reason why Raffles Holding sold their buisness of was because $1.75 billion is a bloody good price.

      As I have said before, Reits are a win-win situation. It allows the owner to unlock value and gives shareholder a chance to own a prime property.

      If you are Li Ka Shing or Jannie Tay why would you want to "Unlock" shareholder value since the business in the case of LKS virtually belongs to him is generating rental revenue non stop for him and his cronies and in the case of CEO Jannie Tay allows her to continue to keep your position unless of course it means that they "anticipated and pre-empted" the future and used this window so later on shareholders cannot blame them but praise them for their high intuitions and they get to keep their jobs and perks. I don't think the folks in this forum can understand what you mean, but I know what you mean dammit Mr. Green

  • Moderator
    shade343's Avatar
    13,820 posts since Jun '04
    • Originally posted by KumSioJui:
      If you are Li Ka Shing or Jannie Tay why would you want to "Unlock" shareholder value since the business in the case of LKS virtually belongs to him is generating rental revenue non stop for him and his cronies and in the case of CEO Jannie Tay allows her to continue to keep your position unless of course it means that they "anticipated and pre-empted" the future and used this window so later on shareholders cannot blame them but praise them for their high intuitions and they get to keep their jobs and perks. I don't think the folks in this forum can understand what you mean, but I know what you mean dammit Mr. Green

      What is wrong with unlocking shareholders value? This was the Vision of Raffles Holding. Its stated in the annual report that they would actively pursue ways to unlock shareholders value and give the best to shareholders. And its Ms Jennie Chua. NOt Jannie Tay. Laughing I got her name card ok. Laughing
      FYI, The business of Raffles Hotels has not fully matured. It is still in its growing stages.

      I spoke to her during the AGM and she told me that 1.75 billion is too good a price to refuse. But she did addressed shareholders concern about the business of Raffles Hotel being not fully matured and selling it off. She said that in order for the hotels to fetch a good price, there still must be potential for growth, or else, nobody would want it.

      And the resolution to dispose of the business was carried forward with a whopping 99.7% of shareholders saying "Yes" . Laughing

  • KumSioJui's Avatar
    2,121 posts since Aug '04
    • Originally posted by shade343:
      What is wrong with unlocking shareholders value? This was the Vision of Raffles Holding. Its stated in the annual report that they would actively pursue ways to unlock shareholders value and give the best to shareholders. And its Ms Jennie Chua. NOt Jannie Tay. Laughing I got her name card ok. Laughing
      FYI, The business of Raffles Hotels has not fully matured. It is still in its growing stages.

      I spoke to her during the AGM and she told me that 1.75 billion is too good a price to refuse. But she did addressed shareholders concern about the business of Raffles Hotel being not fully matured and selling it off. She said that in order for the hotels to fetch a good price, there still must be potential for growth, or else, nobody would want it.

      And the resolution to dispose of the business was carried forward with a whopping 99.7% of shareholders saying "Yes" . Laughing

      Yah you got her name right, I mixed up with er .. someone else from er ... long time back Embarassed

      There is nothing wrong with unlocking value and its a good thing but difference is before suntec was REIT I wasn't the damn shareholder to begin with so there's "nothing unlocked for me" Laughing

      And in the case of Raffles it's a good price I'd admit, the point of argument is that if there was more growth potential why not continue until it matured since after the casino the property surrounding in proximity would be worth even more, then can sell it off for even higher right?

      Unless of course if the value of the "potential" between now and maturity is already so much and "nothing else" after that so hey it's a good deal and we have a sucker for it. But If I was a shareholder at the AGM and about to get few dollars a share dividend of course I couldn't be bothered so much and will also vote "YES" Laughing

      Edited by KumSioJui 01 Jan `06, 11:32PM
    • Originally posted by Kenashi:
      i don't think creative can make it.
      it is like a roller coaster, going up n down at will Mr. Green

      image

      It's trading between 12.38 and 14.06, strong resistence at 14.06 but any breakout above it will cut the 200day macd cleanly and signal a upward trend.

      not vested.

      Edited by KumSioJui 02 Jan `06, 12:02AM
  • Moderator
    shade343's Avatar
    13,820 posts since Jun '04
    • Originally posted by KumSioJui:
      Yah you got her name right, I mixed up with er .. someone else from er ... long time back Embarassed

      There is nothing wrong with unlocking value and its a good thing but difference is before suntec was REIT I wasn't the damn shareholder to begin with so there's "nothing unlocked for me" Laughing

      And in the case of Raffles it's a good price I'd admit, the point of argument is that if there was more growth potential why not continue until it matured since after the casino the property surrounding in proximity would be worth even more, then can sell it off for even higher right?

      Unless of course if the value of the "potential" between now and maturity is already so much and "nothing else" after that so hey it's a good deal and we have a sucker for it. But If I was a shareholder at the AGM and about to get few dollars a share dividend of course I couldn't be bothered so much and will also vote "YES" Laughing

      In the case for SUntec Reit, new shareholders will get a chance to invest in a prime property with stable returns. On top of that, since the value of the property is subject to market fluctuations, there is a chance that the value could go up considerably if the returns consistently beats Analyst forecast.

      Let me give you an analogy for raffles. Lets say you own a business with a great potential for growth. However, growing that buisness comes with associated risk which, although, you can afford , you dont want to undertake. So whats the solution? Sell the business away at a super good price to somebody who is experienced in undertaking the risk!

      Colony Capital already owns and manages 19000 hotel rooms in the US alone. TO them, Buying over the raffles brand is a good way to acheive a headstart rather than setting up their own brand of hotels in SIngapore.

      So its a win win situation for all parties involved. The buyer gains, the company earns and the shareholders walk away richer. Laughing

    • Originally posted by KumSioJui:
      image

      It's trading between 12.38 and 14.06, strong resistence at 14.06 but any breakout above it will cut the 200day macd cleanly and signal a upward trend.

      not vested.

      The chart very difficult to draw trendlines leh. Laughing

  • KumSioJui's Avatar
    2,121 posts since Aug '04
    • Originally posted by shade343:
      The chart very difficult to draw trendlines leh. Laughing

      is trending up already, the chart is to show you how much it has bottomed out. The slight rise towards 200 macd indicates that it is moving.

  • Moderator
    shade343's Avatar
    13,820 posts since Jun '04
    • Originally posted by KumSioJui:
      is trending up already, the chart is to show you how much it has bottomed out. The slight rise towards 200 macd indicates that it is moving.

      Im not sure how to use macd yet. But from what I see, it still looks pretty sideways. Laughing

  • KumSioJui's Avatar
    2,121 posts since Aug '04
    • Originally posted by shade343:
      Im not sure how to use macd yet. But from what I see, it still looks pretty sideways. Laughing

      It is trading sideways as I earlier mentioned, but the most significant and important indicator to look at is the 200 macd, the 200macd dun always come and normally 200 macd is accompanied by some news good or bad that can either signify and upward or down trend.

      200 macd is very very difficult to break, when it does it is very accurate, it means for most part of that year what is the trend likely to be.

  • Moderator
    shade343's Avatar
    13,820 posts since Jun '04
    • Originally posted by KumSioJui:
      It is trading sideways as I earlier mentioned, but the most significant and important indicator to look at is the 200 macd, the 200macd dun always come and normally 200 macd is accompanied by some news good or bad that can either signify and upward or down trend.

      200 macd is very very difficult to break, when it does it is very accurate, it means for most part of that year what is the trend likely to be.

      I wont be studying macd till next month. I still got Bollinger bands to study. Laughing

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