SGX Listed REIT

KEPPEL-KBS US REIT (CMOU.SI)


USD 0.910
0.000 / 0.00%
Share Price as of: 2017-11-20 17:06
Market / ISIN Code: SGX Mainboard / SG1EA1000007
GICS® Sector / Industry / Sub-Industry: Real Estate / Equity Real Estate Investment Trusts (REITs) / Office REITs

Keppel KBS US REIT Blogger ArticlesKEPPEL-KBS US REIT Blogger Articles KEPPEL-KBS US REIT (CMOU.SI) Blogger Articles CMOU.SI Blogger Articles
Starfish SRS Fund
Mr. IPO
2017-11-12 17:31:08
Portfolio Activities for Oct / Nov 2017
SRS PortfolioOctober turned out to be a good month for the SRS Portfolio since my last update. As of last Friday, the SRS portfolio is valued at $232,501 (an increase of $22,991) due primarily to the increase in the value of UMS Holdings Limited. The decision to add on to the position in early September has turned out to be a good one. Below is the portfolio summary.Fraser Commercial TrustFraser Commercial Trust announced a DPU of 2.41 cents for Q4 2017. The management presentation slides is here. Overall, my gut feel after reading the management slides is that the impact of HP not renewing its lease allows the Trust to rejuvenate its property. The REIT should continue to do well in the coming years as its asset enhancements initiatives bear fruit.Mr Jack Lam, Chief Executive Off
DollarsAndSense.sg
Dinesh Dayani
2017-11-12 16:54:36
4 Stocks This Week (Materials) [10 Nov 2017]: Delong Holdings; China Sunsine; Dynamic Colours; Jiutian Chemicals
Market Sentiments In the US, the DOW and Standard & Poors 500 (S&P 500) closed lower for the week, snapping its longest weekly winning streak in four years. Nevertheless, both indexes have still gained healthily in 2017, rising 18.5% and 15.3% respectively. In Singapore, the Straits Times Index (STI) ended at 3,420.10 points, up about 1.1%, this week. This took the STI’s total gain since the start of 2017 to 18.7%. Thursday (9 November 2017) also saw a new listing on SGX in the form of the Keppel-KBS US REIT, a US-focused office REIT, with 11 freehold properties across seven key markets. With an offer price of $0.88, the REIT is trading approximately 2.3% up, at $0.90 at the end of Friday. Materials Sector The materials sector has been interesting investors recently. In an SGX re
My Stocks Investing Journey
Marubozu
2017-11-12 12:51:33
Singapore REIT Price / NAV Range Chart Nov-2017
Original post from http://mystocksinvesting.com Singapore REIT Price / NAV Range Chart base on Nov 5, 2017 Singapore REITs Table.     See last Singapore REITs Price/NAV here to see the changes. Included Keppel KBS US REIT in the Price/NAV for comparison. How’s the valuation compare to other office REITs?   Disclaimer: This chart is NOT a recommendation to buy or sell. Do NOT use it if you don’t understand how to interpret it.   Check below on other events: REITs Investing Course REITs Portfolio Advisory 
The Motley Fool Singapore
Sudhan P.
2017-11-12 06:58:43
The Singapore Stock Market Today: Keppel-KBS US REIT Makes Its Debut
Hello, everyone! Here are three things about the local stock market that you might be interested in today. 1. The Straits Times Index (SGX: ^STI), finished Thursday at 3,423.91 points, up 2.66 points or 0.08%. The biggest winner in the index was Golden Agri-Resources Ltd (SGX: E5H). The palm oil producer’s stock price climbed 3.8% to S$0.405. Meanwhile, Jardine Matheson Holdings Limited (SGX: J36) was the stock that lost the most ground today. Its shares slumped 3.4% to US$65.69. Jardine Matheson released an interim management statement for the 2017 third quarter. It said that “good trading performances” in a number of its businesses, notably Astra under Jardine Cycle & Carriage Ltd (SGX: C07), Hongkong Land Holdings Limited (SGX: H78), Jardine Pacific and Jardine Motors, led t
My Stocks Investing Journey
Marubozu
2017-11-11 09:58:19
Keppel-KBS US REIT IPO Balloting Result
Keppel-KBS US REIT IPO 6.7 times oversubscribed The Singapore initial public offering (IPO) of Keppel-KBS US REIT has received 9,064 applications for 227,764,700 units. The public offer was 6.7 times oversubscribed, raising $273m (US$200.4m).   See announcement of Keppel-KBS US REIT IPO Balloting Result here. Compare Keppel-KBS US REIT IPO Prospectus with other Singapore REITs here.   REITs Portfolio Advisory.  http://mystocksinvesting.com/course/private-portfolio-review/ Singapore REITs Investing Course http://mystocksinvesting.com/course/singapore-reits-investing/
Sharing is Caring
Alan Luo
2017-11-09 09:06:40
SG Market (09 Nov 17)
MARKET OVERVIEW- The market may face some profit-taking as recent gains were not broad-based.- Focus will be on a deluge of quarterly results that is expected to be released over the next two days, including City Dev, UOL, SATS, Ezion, Noble, GLP, CDG.- Technically, topside resistance for STI is seen at 3,460, with underlying support at 3,355.CORPORATE RESULTS*SingTel- 2QFY18 core net profit slipped 4.1% to $929m, at low end of estimates as associate Bharti Airtel (-67.1%) was hurt by aggressive price competition in India.- Revenue rose 6.9% to $4.37b on improved enterprise (+6%), digital (+106%) and consumer (+2.3%) businesses.- But underlying consumer operations was weak in Australia (-1%) and Singapore (-2.1%) due to reduced equipment sales.- EBITDA margin tightened to 29.6% (-0.6ppt),
Singapore IPOs
Mr. IPO
2017-11-09 02:47:19
Keppel KBS US REIT - Balloting Results
Keppel KBS US REIT announced that its IPO received strong response and the public tranche was 6.7x subscribed. The public balloting table is presented below:Investors who applied for 50,000 shares will have a 46% chance of being allotted 15,000 shares. I did not apply for the public tranche as I was allotted 50,000 units from the placement tranche. "The positive demand from both institutional and retail investors is a reflection of their confidence in Keppel-KBS US REIT's high quality portfolio and unique investment proposition that is backed by strong visible growth opportunities, both organically and through future acquisitions." - ManagerMy personal view is that the relatively small issuance size and 6.7x subscription rate will imply a decent debut for the IPO. It will st
S-REIT Investment Blog
jc.education.sg
2017-11-03 16:00:14
IPO of Keppel-KBS US REIT
IPO Price = US$ 0.88Yield = 6.80%  Price-to-book Ratio = 1.052Assets per unit = US$ 1.326Debt per unit = US$0.489 (including current liabilities)Gearing = 36.9%With the withdrawal of one of the IPOs earlier, this is one which I hope will pull through. Let's take a look at the statistics.With a yield of 6.8%, it doesn't look exciting. Manulife US REIT is yielding higher at 7.05% which is probably better. Moreover, its price-to-book ratio is at 1.052 which is almost the same as Manulife US REIT. Gearing is at 36.9% which is quite safe.US REITs listed in SGX is not common and this is the second one. Thus, we have to compare it to see how they are valued. From the looks of it, it does look the same so I am assuming that it is fairly valued. Thus, this looks more like a growth story since
Sharing is Caring
Alan Luo
2017-11-03 09:06:27
SG Market (03 Nov 17)
MARKET OVERVIEW- The five-week rally appears a little tired even as Dow pushes to a new record high after Trump named dovish Jerome Powell as the new Fed chief and unveiled his long-awaited tax cut bill.- The STI remains overbought with topside resistance at 3,460 and underlying support at 3,320.CORPORATE RESULTS*UOB- 3Q17 net profit jumped 12% to $883m, bringing 9M17 earnings of $2.54b (+8%) to 77% of full-year street forecast.- Net interest income gained 15% to $1.41b driven by higher loan growth (+8%) and NIM improvement to 1.79% (3Q16: 1.69%, 2Q17: 1.75%).- Non-interest income nudged up 2.5% to $830m as increased fee income of $551m (+12%) from strong wealth management takings (+40%) was eroded by a 28% drop in net trading income to $164m.- Provisioning rose 19% to $221m (+23% q/q), la
The Motley Fool Singapore
Sudhan P.
2017-11-01 17:08:21
It’s a Wrap: The Top 3 and Bottom 3 Blue-Chip Stocks in Singapore for October
The Straits Times Index (SGX: ^STI), which tracks the performance of the top 30 largest and most liquid companies listed in Singapore, performed well for the month of October. For the month, the local stock market benchmark rose 4.8% to end at 3374.08 points on 31 October 2017. Out of the 30 components, 26 were in the green; three were in the red, while one – Hutchison Port Holdings Trust (SGX: NS8U) – was flat. The top three winners of the STI were Keppel Corporation Limited (SGX: BN4), City Developments Limited (SGX: C09) and SembCorp Industries Limited (SGX: U96).Source: S&P Global Market Intelligence Keppel Corporation Limited announced its third quarter earnings results during the month where revenue grew 10.8% year-on-year to S$1.62 billion. All of its business segments,
Singapore IPOs
Mr. IPO
2017-10-29 22:10:47
Keppel KBS US REIT
Keppel-KBS US REIT ("Keppel US REIT") is offering 262,773,400 units at US$0.88 per unit (with over-allotment option). The REIT is established to invest in a diversified portfolio of income-producing commercial and real estate related assets in United States. While the IPO is not registered yet (should be in the coming days), the public offer will close on Nov 7 at 12pm.(Side comments: It is quite difficult to locate the lodged prospectus on MAS website and I can never understand why SGX don't have it in the Catalogue either... you can find the link here. Having said that, i have to commend that this is a relatively easy to read prospectus with detailed information 👍)Key ObjectivesThe key objectives are to provide unit holders with regular and stable distributions while maintaining appro
My Stocks Investing Journey
Marubozu
2017-10-26 22:25:15
Keppel-KBS US Reit IPO Prospectus Summary
  Keppel-KBS US Reit prices IPO at 88 US cents per unit OVERVIEW OF KEPPEL-KBS US REIT Keppel-KBS US REIT is a Singapore REIT established with the investment strategy of principally investing, directly or indirectly, in a diversified portfolio of income-producing commercial assets and real estate-related assets in the key growth markets of the United States. Keppel KBS US REIT IPO Prospectus   Type = Office Sponsor = Keppel Capital and KBS Pacific Advisors Total Unit Offered = 262.77 Million Capitalization = US$553.1 Million (S$753.9 Million) Portfolio = 11 freehold offices in US Portfolio Size @ IPO = US$804 Million IPO Offer Price = US$0.88 Number of units in issue = 628.565 Million NAV = US0.84 Price / NAV = 1.0476 Distribution Yield = 6.8% (2018), 7.2% (2019) WALE = 3.7 Ye
Sharing is Caring
Alan Luo
2017-10-09 08:57:25
SG Market (09 Oct 17)
MARKET OVERVIEW- Attention will likely turn towards Fri's 3Q GDP growth estimates, which could hit a 3-year high of >5%, China's manufacturing and services PMI readings, a slew of US data, FOMC meeting minutes as well as start of US corporate earnings season.- Technically, the STI has broken clear of its short term downward trend and above its 3,275 resistance and appears headed for the next upside objective at 3,320.POSITIVE NEWS*Sembcorp Marine (SMM)- Singed agreements to sell nine Pacific Class 400 drilling rigs to Borr Drilling for US$1.3b ($1.77b) plus a market-based fee.- The rigs include all six rigs from previously-terminated contracts, and will be delivered over a 14-month period from 4Q17 to 1Q19.- While the transaction will result in a loss of $15m, it will significantly improve



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