SGX Listed REIT

ESR-REIT (SGX:J91U)


SGD 0.355
+0.010 / +2.90%
Share Price as of: 2020-10-30 12:19
Market / ISIN Code: SGX Mainboard / SG1T70931228
GICS® Sector / Industry / Sub-Industry: Real Estate / Equity Real Estate Investment Trusts (REITs) / Industrial REITs


ESR REIT Blogger ArticlesESR-REIT Blogger Articles SGX Listed ESR-REIT (SGX:J91U) Blogger Articles J91U.SI Blogger Articles
Dr Tee (Ein55)
Dr Tee (Ein55)
2020-10-25 03:50:05
28 Singapore and Global Information Technology Stocks (通风报讯)
Information Technology (IT) is everywhere in modern world, a stock with strong IT related business would have bright future for investment.  Therefore, an investor may consider 28 IT stocks in Singapore, especially those defensive growth stocks. In this article, you will learn from Dr Tee on 4 Singapore IT Giant Stocks which are efficient in making money with economic moat but having mixed impacts during COVID-19 stock crisis. Bonus for readers who could read every words of the entire article: 7 global IT giant stocks. 1) IT Retail Giant Stock – Challenger Technologies (SGX: 573) 2) Software Giant Stock – Silverlake Axis (SGX: 5CP) 3) Data Center Giant REITs – Keppel DC Reit (SGX: AJBU) – Mapletree Industrial Trust (SGX: ME8U) Ne
My Stocks Investing Journey
Marubozu
2020-10-03 13:05:23
Singapore REIT Fundamental Analysis Comparison Table Sep 21 – 2020
Technical Analysis of FTSE ST REIT Index (FSTAS8670) TSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased slightly from 835.40 to 854.51 (+2.28%) compared to last month update. REIT Index has rebounded c45% as of Sep 21 from the bottom on Mar 23, 2020. Currently the REIT index is currently trading on sideway consolidation, sandwiched between a very tight range between 817 support and 854 resistance. There is a Bollinger Band Squeeze with very tight range and low volatility on FTSE ST REIT Index. The index can start big move in either direction. There is a Golden Cross of 20D SMA above 200D SMA and the REIT index has moved above all the 3 moving averages. As for now, Short term direction: Sideway and up (if REIT index can stay above all the 3 moving av
SIAS
sias
2020-09-10 15:07:07
Press Statement: ESR and Sabana address questions from SIAS
There has been much reaction in the media about the proposed merger between ESR and Sabana REITs. Vocal shareholders have also reacted strongly to this merger. They have raised concerns like the sale of Sabana’s assets at below NAV as well as accusations of conflict of interest with ESR as it owns substantial stakes in both ESR and Sabana REIT managers. Since then, MAS has come forth to reiterate that the MAS regulatory framework does not prohibit a shareholder group from owning substantial stakes in two REIT managers managing REITs invested in the same property class. In addition, under Securities and Futures Act, there are regulatory safeguards to mitigate potential conflicts of interest. Nevertheless, some shareholders have contacted SIAS to highlight their concerns. SIAS has reached
DollarsAndSense.sg
Dinesh Dayani
2020-09-06 02:04:04
4 Stocks This Week (Most Bought S-REITs) [4 September 2020] Sabana; FLCT; AREIT; MLT
In the 12 weeks between 9 June to 28 August, the 10 Singapore REITs that received the highest net institutional inflows also delivered an average return of 6%. In comparison, the remaining Singapore REITs delivered an average return of -9% in the same time. This highlights the effect of “smart money” – commonly associated with institutional investors, rather than retail investors – being invested. For this week’s 4 Stocks This Week, we look at the top four Singapore REITs which received the highest net institutional inflows, proportionate to their market capitalisation. Sabana REIT (SGX: M1GU) With a market capitalisation of $390 million, Sabana REIT saw the S-REIT sector’s highest proportionate net institutional inflows since 9 June 2020. Between 9 June to 28 August, Sabana RE
DollarsAndSense.sg
Dinesh Dayani
2020-08-18 15:36:41
S-REIT Report Card: Here’s How Singapore REITs Performed In Third Quarter 2020
Apart from just manoeuvring an economic downturn in 2020, everyone is also combating a very real health threat. The combination of this has also led to major disruptions in the way we live, work and play, accelerating economic trends that should have been years in the making. Along with this, the properties – including REITs – that enable us to live, work and play have all been impacted. In the short term, volatility may spark sharp rises and dips in market prices, in the longer-term, some types of properties may become less relevant entirely. In our REITs Report Card, which we publish each quarter, we look at how S-REITs have performed as a whole and individually. How Have Singapore REITs Fared In The YTD 2020? The iEdge S-REIT Index is a free-float market capitalisation weighted inde
My Stocks Investing Journey
Marubozu
2020-08-16 23:08:41
Singapore REIT Fundamental Analysis Comparison Table Aug 16 – 2020
Technical Analysis of FTSE ST REIT Index (FSTAS8670) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) has little changes from 837.43 to 835.40  (-0.35%) compared to last month update. REIT Index has rebounded c43% as of Aug 16 from the bottom on Mar 23, 2020. Currently the REIT index is currently trading on sideway consolidation, sandwiched between 800 support and 860 resistance. There is a Bollinger Band Squeeze with very tight range and low volatility on FTSE ST REIT Index. The index can start big move in either direction. As for now, Short term direction: Sideway. Previous chart on FTSE ST REIT index can be found in the last post Singapore REIT Fundamental Comparison Table on July 12, 2020.   Fundamental Analysis of 41 Singapore REITs The following is the compilation
Dr Tee (Ein55)
Dr Tee (Ein55)
2020-08-09 20:05:06
42 Singapore REITs & 16 Business Trusts (稳如泰山)
Singapore REITs are popular investment for passive income through stable dividend stocks. In this article, you will learn on how to invest in 21 giant stocks from 42 Singapore REITs and 16 Business Trusts with 3 key strategies (Striker / Mid-fielder / Defender) in 8 categories: 1) Retail REITs 2) Office REITs 3) Industrial REITs 4) Healthcare REITs 5) Diversified REITs 6) Data Center REIT 7) Hospitality REIT 8) Business Trusts There are 6 Singapore REITs which are also Business Trusts, so total there are 42 + 16 – 6 = 52 Singapore REITs and Business Trusts as of current stock market. Currently, out of 30 STI Index stocks, 5 are REITs. Soon, SPH (SGX: T39) with declining trading market capitalization (lower share price and/or lower trading volume) will be r
REIT-TIREMENT
Vince
2020-08-07 00:11:19
ESR-REIT (Previously Cambridge Industrial Trust) Analysis @ 19 July 2020
Basic Profile & Key StatisticsESR-REIT is previously known as Cambridge Industrial Trust, renamed in June 2017 after ESR acquired a dominant stake in Cambridge Industrial Trust. Subsequently, ESR-REIT merged with Viva Industrial Trust in October 2018 and again announced another merger news with Sabana REIT this week. ESR-REIT adopted half-yearly reporting but maintain its quarterly distribution.Lease ProfileOccupany is slightly low at 91.1%.  Both WALE and weighted average land lease expiry are short at 3.4 years and 28.82 years respectively. The highest lease expiry of 23.4% fall in the year 2022, which is close to SREITs median level.Debt ProfileGearing is high at 41.8%. Cost of debt is high at 3.5% but all of its debts are unsecured debt. Fixed rate debt of 88.3% is high. Inter
My Stocks Investing Journey
Marubozu
2020-07-23 20:51:15
Money and Me: Ugly Duckling Earnings turning into Beautiful S- Reit swans ?
20 July 2020 Money and Me: Ugly Duckling Earnings turning into Beautiful S- Reit swans ? Michelle Martin speaks to Kenny Loh, REITS Specialist and Independent Financial Advisor to discuss the proposed merger of ESR REIT and Sabana REIT, EC World REIT and to give us an overview of the S-REIT index. 4 Heavenly King of Singapore REITs The Shariah Compliant-ness of Sabana REITs The Ugly Earning Seasons for Singapore REITs   Listen to previous market outlook interview here   Money and Me: V for S-REITs? Money and Me: Will revenge spending help REITs? Money and Me: What REITs to Look out for? Money and Me: Crazy REIT Sales   Kenny Loh is a Senior Consultant and REITs Specialist of Singapore’s top Independent Financial Advisor. He helps clients construct diversified portfo
My Stocks Investing Journey
Marubozu
2020-07-12 11:18:26
Singapore REIT Fundamental Analysis Comparison Table July 12 – 2020
Technical Analysis of FTSE ST REIT Index (FSTAS8670) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) changes from 823.64 to 837.43 (+1.67%) compared to last month update. REIT Index has rebounded c43% as of July 12 from the bottom on Mar 23, 2020. Currently the REIT index is currently trading on sideway consolidation, sandwiched between 200D SMA and 50D SMA.  Immediate support at about 825 (Gap support) followed by 50D SMA. Immediate resistance at 200D SMA. Short term direction: Sideway. Previous chart on FTSE ST REIT index can be found in the last post Singapore REIT Fundamental Comparison Table on June 15, 2020.     Fundamental Analysis of 40 Singapore REITs The following is the compilation of 41 REITs in Singapore with colour coding of the Distribution Yield, Gea
REIT-TIREMENT
Vince
2020-07-05 23:21:04
Case Studies for SREITs with Capital Distribution from Disposal
In previous post, I did calculations for DPU downfall for SREITs with more than 5% income support in their distribution. For this post, we will look at another aspect in which SREITs use its capital distribution to boost their DPU. I will only focus on SREITs with more than 5% capital distribution from disposal in their distribution.Before we start, we will need to set the definition right. There are quite a numbers of SREITs that used the phrase "capital distribution" in their Distribution Statement and this misled a lot of people to think that such dividend is from their cash holding. In fact, most "capital distribution" are refer to distributable income from oversea properties. In tax perspective, income from oversea properties is considered as "capital distribution". Of course, distrib
My Stocks Investing Journey
Marubozu
2020-06-14 21:31:30
Singapore REIT Fundamental Analysis Comparison Table June 15 – 2020
Technical Analysis of FTSE ST REIT Index (FSTAS8670) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) changes from 745.45  to 823.64 (+10.49%) compared to last month update. REIT Index has rebounded c41% as of June 12 closed after hitting the recent high of 878 (c.50% rebound from the bottom). Currently the REIT index is currently trading in a uptrend channel but have a minor correction back to uptrend channel support and 20D SMA support, after rejected by 200D SMA resistance at about 870. Any rebound from this level is a bullish sign to continue the uptrend.  Immediate support at about 800 (channel support) followed by 770-780 (previous resistance turned support and also 50D SMA) If the REIT index can clear the 200D SMA resistance, the REIT index will enter into a full Bull te
REIT-TIREMENT
Vince
2020-06-06 15:34:27
Updated Shared SREITs Data Spreadsheet & SREITs Site Page
After previous post of Case Studies for SREITs with Capital Distribution from Disposal, I've plan to do some update on my shared SREITs Data spreadsheet and SREITs Sites. Afterall, I have never really review these both a long time. SREITs result date page is also updated with SPH REIT being the first to announce result on 1st Apr.Below are the updated items in SREITs Data:i) Distribution from DisposalAdded distribution from disposal column. As mentioned in previous post, some SREITs used this to boost its DPU. It is very easy to miss out this type of info in their financial statement.ii) 3rd SectorIn view of more and more merger between SREITs from different sector, I have added SREITs 3rd sector column. Notable merger between different sectors are:a) Capitaland Mall Tr
DollarsAndSense.sg
Dinesh Dayani
2020-06-03 20:38:57
[2020 Edition] Complete Guide To Start Your REITs Investing Journey In Singapore
This article was first published on 19 June 2018 and updated with the latest information. This article contains links to our affiliate partners. DollarsAndSense may receive a share of revenue from your sign-ups. Real Estate Investment Trusts (REITs) is a popular type of investment in Singapore. In fact, it is so popular that Singapore has grown to become the largest REIT market in Asia ex-Japan. This is mainly down to two reasons. #1 REITs are essentially property investments. Singaporeans’ fascination for property investments stem from its meteoric rise since our island nation gained independence. Even on the back numerous property cooling measures enforced to reduce speculation in residential properties, sky-high prices mean that property investments remain out of reach for ordinary
My Stocks Investing Journey
Marubozu
2020-05-17 21:27:14
Singapore REIT Fundamental Analysis Comparison Table May 17 – 2020
Technical Analysis of FTSE ST REIT Index (FSTAS8670) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) changes from 698.05 to 745.45 (+6.8%) compared to last month update. REIT Index has rebounded 26.42% as of May 15 closed after hitting the recent high of 776 (c.33% rebound from the bottom). Currently the REIT index is going through a minor correction but still trading in a uptrend channel. Immediate support at about 740 (channel support) followed by 720 (previous resistance turned support) The REIT index is testing the Immediate Resistance now at about 750 which is the 20D & 50D SMA dynamic resistance. As such, we have to keep a close eye in the next few days to see whether the uptrend is still in tact (if break the 20D & 50D SMA resistance) or the end of the uptrend (br
Investment Moats
Kyith
2020-05-14 09:33:36
Which Singapore REIT will Survive and Thrive Better During this Challenging Period?
DBS has a pretty good report out which shows some of the “stress-test” they put the REITs listed in Singapore through. For those serious in investing in REITs, this is a good blueprint how you can assess the defensiveness of REITs in times of stress. This kind of assessment is very quantitative and should not be the only way you assess the REIT’s defensiveness. You have to layer the qualitative aspect as well. Let me share some of the main takeaways. The Metrics that DBS uses to Measure Whether Each Singapore REITs Will Survive Better Firstly, we have to be clear what they mean when they measure the survivability of the REITs. I do not get a clear statement from the report but after reviewing the report, a REIT survives better by coming through this
My Stocks Investing Journey
Marubozu
2020-04-09 09:43:52
Singapore REIT Fundamental Analysis Comparison Table Apr 8 – 2020
Technical Analysis of FTSE ST REIT Index (FSTAS8670) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) went through the a historical event of Singapore REIT Black Monday Market Crash.  You may view the Webinar here if you need to under the WHY it happened. COVID-19 Crash: Risk or Opportunity to hold REIT? The REIT index has crashed from 941.89 to 698.05 (-25.89%) compared to last month update. The REIT index has dropped from the peak (976.419) and rebounded from 584.384, which translates about 40.12% sell of. Based on the current chart patter, the REIT index may have found the bottom as Exhaustion Gap (if this is true) is formed after the Breakaway gap and Running Gap. Currently the index is trading in a Symmetrical Triangle consolidation pattern in a down trend. Immediate suppor
REIT-TIREMENT
Vince
2020-03-28 21:04:12
SREITs Basic Fundamental Review - 2020 Mar
Based on 4Q 2019 Result. Click to Enlarge* Ascendas India Trust and Dasin Retail Trust are Business Trusts.The above table is extracted from spreadsheet in SREITs Data page.Dividend Yield:YieldAverageMedianLowestHighestHealthcare8.10%8.10%4.34%11.86%Retail9.16%8.32%5.48%18.13%Office8.18%7.55%4.97%12.02%Hospitality17.49%11.35%9.4%42.71%Industrial8.37%7.66%3.54%13.4%Logistics9.52%10.43%5.07%12.14%* Based on REIT Major SectorFinancial Metrics:Financial MetricsUnitAverageMedianLowestHighestPrice/ NAVtime0.790.710.151.91Market Cap, BS$2.00B0.96B0.17B10.04BProperty Yield (Annualized)%5.895.843.399.30Distribution on Management Feestime8.378.343.9719.02Distribution on Capital (Annualized)%4.114.091.605.64Distribution Margin%52.3554.9821.1771.32* SREITs in Foreign Currencies converted to
REIT-TIREMENT
Vince
2020-03-22 14:32:27
SREITs that Adopted Half-Yearly Financial Reporting
SGX recently made amendments to Rule 705 of Listing Manual which were effective from 7 February 2020 in which companies can choose to adopt half-yearly financial reporting instead of quarterly financial reporting like previously. As of now around 50% of SREITs pay out dividend quarterly. If SREITs adopt this new half-yearly reporting, would their distribution frequency be revised to semi-annual too ?As of now, below is the list of SREITs that have announced their change: No. Name Reporting Remark 1 ARA US Hospitality Trust, USD Half-Yearly 2 Ascendas India Trust Half-Yearly 3 Ascendas REIT Half-Yearly 4 Ascott Residence Trust Half-Yearly 5 Cache Logistics Trust Half-Yearly 6 CapitaLand Commercial Trust Quarterly Remain 7 CapitaLand





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