SGX Listed REIT

KEPPEL REIT (SGX:K71U)


KEPPEL REIT (SGX:K71U) @ SGinvestors.io
SGD 1.080
0.000 / 0.00%
Share Price as of: 2021-10-22 17:16
Market / ISIN Code: SGX Mainboard / SG1T22929874
Sector / Industry / Sub-Industry: Real Estate / Equity Real Estate Investment Trusts (REITs) / Office REITs


Keppel REIT Blogger ArticlesKEPPEL REIT Blogger Articles SGX Listed Keppel REIT (SGX:K71U) Blogger Articles K71U.SI Blogger Articles
Investment Income For Life
Blade Knight
2021-10-10 12:22:29
How Much Is Singapore Press Holdings Worth Now? Disappointing Final Dividend Declaration.
Singapore Press Holdings ("SPH") final results was extremely good if we exclude the worsening performance of its media segment. Anyway, Media segment will be history to SPH soon, as shareholders has voted overwhelmingly in September 2021 to spin it off into the new proposed "company limited by guarantee" model. The final dividend declared of 3 cents per share is extremely stingy and disappointing. I have thought that they would have sweeten the Keppel Corp deal for shareholders by giving extra special dividends to keep retail shareholders happy so as to support the takeover. Updated Keppel Corp's Offered ConsiderationSince the offer was announced on 2 August 2021, Keppel REIT's price has dropped a lot which does impact the deal being offered to SPH shareholders. Let us start to do a l
DollarsAndSense.sg
Dinesh Dayani
2021-10-06 16:02:18
[2021 Edition] Complete Guide To Start Your REITs Investing Journey In Singapore
This article contains affiliate links. DollarsAndSense may receive a share of the revenue from your sign-ups that goes towards keeping the site sustainable. You can read our editorial policy for more information. 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 with a market capitalisation of $111 billion. While there are many REITs with both local and overseas property portfolio, many REITs with purely overseas properties have also chosen to list on the Singapore Exchange (SGX). Investors in Singapore are mainly drawn to REIT investments for two reasons. #1 REITs are essentially property investments. Singapore investors’ desire of investing in
SIAS
sias
2021-09-06 09:45:57
Commentary: SPH’s media demerger: important for shareholders to vote
This is the original commentary by SIAS, unedited version from The Business Times, The Straits Times and Lianhe Zaobao publications on 06 September 2021 Before the end of this year, shareholders of Singapore Press Holdings (SPH) will have to decide on the fate of their company, once a prominent blue chip but one that has now fallen on difficult times, mainly because of a structural decline in its media advertisement revenue. This decline has been reflected in the company’s shares; the price having fallen from the S$4 level in 2014 to around S$1 in November 2020 despite the company having diversified into other non-media areas like property, aged care provision and student accommodation. Indeed, the fact that SPH was removed from its own benchmark blue chip Straits Times Index in June las
DollarsAndSense.sg
Jorinda Hsu
2021-09-02 12:10:35
Here’s How The Stocks Within The Singapore’s Straits Times Index (STI) Have Changed Since 1998
With a history dating back to 1966, the Straits Times Index (STI) was originally coined as the Straits Industrial Index. After 30-odd years, the Straits Industrial Index was eventually succeeded by Straits Times Index on 31 August 1998. The reason for changing the index was to allow the index to cover more sectors and properly reflect the daily trading activities of stocks on SGX (or then-Stock Exchange of Singapore). Established by SPH, SGX and FTSE Russell, the index is reviewed on a semi-annual basis. Companies can be removed and added to the index based on their market capitalisation changes. Since STI’s official inception, the index has undergone several changes. The most recent major movement would be the replacement of SPH with Mapletree Industrial Trust on June 2020. Here, we com
SIAS
sias
2021-09-01 10:27:04
Monthly wrap for August 2021: Decoupled from Wall St, the STI lost 3.5%, falling below 3,200 and 3,100 to 6-month low
STI shed 111 points to six-month low of 3,055.05 in August; Wall St’s all-time highs and optimism had little impact here; US market continued to bank on “transitory’’ inflation and “Goldilocks’’ scenario, although wary of Fed’s tapering; Delta variant was a concern throughout the month; Keppel’s bid to take SPH private was main corporate development Not a good month for the STI as it first lost 3,200 then 3,100 At the risk of stating the obvious, August was not particularly memorable as far as the local stock market was concerned as the Straits Times Index recorded a 111-points or 3.5% loss at 3,055.05. Technically inclined observers would know that the index had actually risen above 3,200 during the month but lost this mark in the second week. By the third and fourth
ccloh Strategic Investor Zone
ccloh
2021-08-27 09:55:42
Corporate Result -- Jul/Aug 2021
1.  SPH Reit  --  12th Jul 2021  (Business Update)2.  Mapletreelog Trust  --  19th Jul 20213.  SPH  --  19th Jul 2021  (Business Update)4. Suntec Reit  --  22nd Jul 20215.  Frasers Centrepoint Trust  --  22nd Jul 2021  (Business Update)6.  SATS  --  22nd Jul 2021  (Business Update)7.  MapletreeCom Trust  --  23rd Jul 2021  (Business Update)8.  SIA Engg  --  23rd Jul 2021  (Business Update)9.  Keppel DC Reit  --  26th Jul 202110.  Keppel Pac Oak US Reit  --  26th Jul 202111.  Mapletree NACT  --  26th Jul 2021  (Business Update)12.  Keppel Reit  --  27th Jul 202113.  MapletreeInd
Investment Income For Life
Blade Knight
2021-08-15 15:40:56
The Keppel Corp and SPH Deal That You Need to Be Careful On- NOT Done Deal Yet.
The lightning speed of the announcement this week by Keppel Corp on the acquisition of Singapore Press Holdings Group ("SPH") caught many folks by surprise. Although I have mentioned on my 25 July 2021 post that corporate actions for SPH should eventually come as "it is an inevitable eventuality given the benefits of economies of scale", the sudden materialization of corporate action still have me reeling in surprise and my jaw dropping. Are we finally bidding a last farewell to SPH which was incorporated on 4th August 1984? Is the offer of S$2.2 billion enough to convince existing Keppel Corp and SPH shareholders to say "yes" to the deal?1. S$2.2 billion offer by Keppel Corp is a very good deal?Unfortunately, the answer to this is a big "No No" as evident in the current market pricing of
The Fifth Person
Adam Wong
2021-08-13 10:25:35
CICT vs MCT: Which is the better investment?
It’s no big secret that we’re a fan of Singapore REITs in general. The good REITs own a portfolio of properties that generate steady rental income and pay a growing tax-free dividend. Besides that, you also get to enjoy some upside in capital appreciation. While the pandemic has affected retail and commercial REITs more so than others, the well-managed REITs that own high-quality properties in good locations will continue to do well in a post-pandemic world. In Singapore, the two largest retail-commercial REITs are CapitaLand Integrated Commercial Trust (CICT) and Mapletree Commercial Trust (MCT). Both own a portfolio of high-quality shopping malls and office buildings in Singapore (CICT also has a small portfolio in Germany), and have a track record of paying a stable dividend.
SIAS
sias
2021-08-10 10:41:25
STI added 0.3% with trading driven by banks’ results, Keppel, SPH privatisation and US economy’s health
Keppel’s S$3.4b offer to privatise SPH was main local development; Banks reported solid earnings, restored dividends; Sembcorp Industries in the black for 1H but is cautious about 2H; Concerns over spread of Delta variant held market back; Concerns over US economy’s health early in the week also capped advances as bond yields fluctuate; Those concerns eased on Friday after strong July jobs report; Goldman Sachs raised S&P target to 4700 by year end. Together with the latest earnings announcements by the three banks, Keppel’s offer to take Singapore Press Holdings private was among the biggest local corporate developments last week, whilst externally, two market-moving factors were at work – first, mounting fears over the spread of the Delta variant of coronavirus kept Asian
DollarsAndSense.sg
Jorinda Hsu
2021-08-08 01:46:17
4 Stocks Affected By The Privatisation Of SPH – Keppel Corp (SGX: BN4); Keppel REIT (SGX: K71U); SPH (SGX: T39); SPH REIT (SGX: SK6U)
On 02 August 2021, before the start of the trading day, four companies requested a trading halt. These stocks were Keppel Corporation, Keppel REIT, Singapore Press Holdings (SPH), and SPH REIT. Soon after, both SPH and Keppel released a joint statement for a proposed acquisition offer from Keppel at $2.2 billion for SPH non-media assets. SPH then followed up with a proposed $3.4 billion privatisation plan which involved the payment of cash, Keppel REIT and SPH REIT units to shareholders. In this week’s edition of 4 Stocks This Week, we look at these four stocks that are related to SPH proposed privatisation. Read Also: 5 Things To Know About Keppel Corp Privatisation Offer For SPH Keppel Corporation (SGX: BN4) Keppel Corporation (SGX: BN4) is a Singapore conglomerate that provides offsh
ccloh Strategic Investor Zone
ccloh
2021-08-03 21:01:56
SPH -- The Final Nail In The Coffin
By know it shouldn't be a secret that Keppel Corp offer to acquire SPH less the media business in a S$3.4 billion deal.  Under the offer, SPH shareholders will receive 66.8 cents in cash per share together with 0.596 Keppel Reit units and 0.782 SPH Reit units per share.  The total consideration is about S$2.099 per share based on share price of Keppel Reit (S$1.20) and SPH Reit (S$0.915) as of 30th July 2021.Since 2017 when SPH announced appointing Ng Yat Chung as CEO (26th May 2017), I have written 3 blogs on SPH.SPH -- A No No For Me.............  (21st Sep 2017)SPH -- All Times Low Since 1998 !!!  (28th Jul 2019)SPH Saga  (10th May 2021)So with the current event, privatization, this is the time to finally close the chapter on SPH.  Well I wasn't a single da
DollarsAndSense.sg
Timothy Ho
2021-08-02 13:05:10
5 Things To Know About Keppel Corp Privatisation Offer For SPH
Earlier today on 2 August 2021, Singapore Press Holdings (SGX: T39) along with SPH REIT (SGX: SK6U), Keppel Corp (SGX: BN4), and Keppel REIT (SGX: K71U) called for a trading halt. Shortly after, SPH announced that it had received a privatisation offer from Keppel Corp (SGX: BN4). According to SPH, the offer is worth $3.4 billion. This offer will not come as a surprise to anyone. Given that SPH was already looking to hive off its loss-making media business, this meant that the company would be left with just its property, student accommodation and aged care business. And a large part of its property business was also via its majority ownership of SPH REIT, which is listed on the SGX as well. For anyone who has some shares in SPH currently, here are 5 things you should know. #1 For existing
Phillip CFD
Vernice Yeoh
2021-06-17 09:50:17
3 strategies on using REITs CFD as an investment tool in your portfolio!
3 Strategies on using REITs CFD as an Investment Tool in your Portfolio! Facebook0Pinterest0TwitterLinkedinReddit0 Published On:  5 April 2021 | 12:00 PM Tan Kean Soon, CFD Dealer Kean Soon graduated from the National University of Singapore with a Bachelor’s degree in Materials Engineering. He is a passionate CFD dealer who believes that equity markets can help grow one’s wealth with the right mindset, risk management and investing discipline. In his free time, he enjoys educating himself on long-term investments and short-term trading as well as keeping up with the latest market news. What this report is about: REITs own, operate and manage income-generating real estate such as serviced apartments, offices, hotels, retail
Investment Income For Life
Blade Knight
2021-06-07 20:00:51
Lendlease Commercial REIT Diversification Into Suburban Shopping Mall- Additional Acquisition of JEM
Lendlease Commercial REIT ("LREIT") just announced a proposed additional acquisition of stakes in Jurong East Mall (JEM)  for S$204.1Mil from 2 funds holdings shares in it. LREIT has also offered up to another S$178.2Mil to other 3rd party investors in the Lendlease Asian Retail Investment Fund 3 Limited for up to another 19.8% interest stake if they are keen to sell off their stakes. This will raise LREIT's overall stake in JEM from 3.75% (purchased in Oct''20) to 31.8%. In a way, LREIT seems to be struggling to obtain a 51% majority stake in JEM due to the different external unit-holders holding a single completed property.  Some key highlights to note:1. Future M&A exercise going forward is expected to progress at a snail's pace similar to current situation since IPOO
DollarsAndSense.sg
Irving Soh
2021-05-17 16:31:11
Is Now A Good or Bad Time To Buy Hospitality and Office REITs?
With Singapore reverting to a “Phase 2 (Heightened Alert)” to curb the spread of COVID-19, the office and hospitality REITs look to be some of the biggest losers in the stock market. As of this article’s writing, the largest office REITs in Singapore have all traded down relatively sharply when the latest announcement was made on 14 May 2021. Local investors must now be wondering if this is a good time to buy a larger chunk of Singapore Office REITs or whether deeper price cuts will occur going forward. Read Also: 4 Stocks Affected By Phase 2 (Heightened Alert): Sheng Siong (OV8); UG HealthCare (8K7); SIA (C6L); CapitaLand Integrated Commercial Trust (C38U) The logic of asking this question is straightforward. Investors typically aim to buy at a good value (for the right companies) w
DollarsAndSense.sg
Dinesh Dayani
2021-05-05 12:17:15
REITs Report Card 2021: How Singapore REITs Performed In 1st Quarter 2021
With access to properties and relatively good yields, Singapore investors enjoy investing in REITs. Given that the low-interest-rate environment is here to stay, REITs continue to be able to refinance their debt at attractive levels. The one thing REIT investors need to be watchful about is how COVID-19 will change the way we live, work and play – as these will affect the various property types differently and also in different geographic regions. Even one year after COVID-19 was first reported, hospitality REITs continue to be impacted. Meanwhile, logistics, data centre and healthcare REITs are more relevant than ever. Read Also: [2020 Edition] Complete Guide To Start Your REITs Investing Journey In Singapore How Singapore REITs Performed In 1st Quarter 2021 To get a broad overview of h
DollarsAndSense.sg
Dinesh Dayani
2021-04-21 15:12:03
Straits Times Index (STI) Report Card: How Singapore-Listed Blue-Chip Companies Performed In 1Q 2021
The Straits Times Index (STI) is comprised of 30 of the largest and most liquid companies listed on the Singapore Exchange (SGX). Account for nearly 80% of the entire value of all listed companies on the SGX, the STI is commonly referred to as Singapore’s benchmark or market return. We can gain exposure to the STI by investing in one of the two STI ETFs listed on the SGX. With one investment decision, we become broadly diversified to 30 high quality companies and will earn the Singapore market return. Read Also: Complete Guide To Investing In The Straits Times Index (STI) ETFs In Singapore How Did The STI Perform In Q1 2021? While many of us may be attracted to invest in U.S. or Chinese companies, the STI has been no slouch in 2021. According to SGX, the STI delivered a world-leading ret
My Stocks Investing Journey
Marubozu
2021-04-14 20:52:29
5 Singapore REITs trading at their 5 years Price/NAV high
Despite the Covid-19 pandemic significantly impacting REIT prices, some REITs have rebounded to close to their 5 years Price/NAV high. In this article we will be discussing the 5 S-REITs trading at close to their 5 years high, in terms of Price/NAV, at the time of writing (14 April 2021). Do note that despite being at their 5 years high (in terms of Price/NAV) this does not mean that the REIT is overvalued. A REIT can be undervalued (<1 Price/NAV) but still be trading at an all-time high. All data is taken from the StocksCafe REIT screener at the time of writing.   5 REITs at their 5 years Price/NAV high Below are the 5 REITs trading at their 5 years high. Top 5 S-REITs trading at their 5 years high in terms of Price/NAV. Data as of 14th April 2021. Eagle Hospitality Trust values not
Just my thoughts on investing
Oldman
2021-03-21 14:08:45
Q1 2021 Portfolio Updates
 Market continued its uptrend from 2020, and with the Covid-19 situation stabilising, the old economy counters have started to recover as well. Overall, the local market had moved up along with the rest of the global indexes. As such, some of the sectors are not as cheap as they were during the massive correction last year.TransactionsWith the recent run up, I took profit on the following counters.KimlyDBSOCBC (Partial)ExxonSTI ETF (Partial)Some of the counters were mentioned in this post. For DBS, using 5 years average dividend of $1.09, at $25 it is fairly valued. Of course it can go higher but I am happy with my profit.The reason that I took profit is they have given me decent returns, most up to 5 years worth of dividend that I would have collected. With the sale, I can use it to





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