SGX Listed REIT

SPH REIT (SGX:SK6U)


SGD 0.830
+0.005 / +0.61%
Share Price as of: 2020-08-03 17:16
Market / ISIN Code: SGX Mainboard / SG2G02994595
GICS® Sector / Industry / Sub-Industry: Real Estate / Equity Real Estate Investment Trusts (REITs) / Retail REITs


SPH REIT Blogger ArticlesSPH REIT Blogger Articles SGX Listed SPH REIT (SGX:SK6U) Blogger Articles SK6U.SI Blogger Articles
REIT-TIREMENT
Vince
2020-07-05 18:28:28
SPH REIT Analysis @ 4 July 2020
Basic Profile & Key StatisticsMany investors think that SPH REIT is a pure retail REIT. Unknown to many, SPH REIT actually has healthcare exposure from its flagship property - Paragon which leases to around 90 medical clinics. SPH REIT has adopted half-yearly reporting but maintaining quarter dividend policy.Lease ProfileOccupancy is high at 98.8%. WALE at 2.6 years is slight long as compared to other retail SREITS with Singapore properties. Weighted average land lease expiry by GRI is long at 90.59 years. Earliest land expiry is on 2026 March for Rail Mall, which only account for around 2% of its GRI.Debt ProfileGearing ratio at low 29.3%, which is 3rd lowest among SREITs. Cost of debt of 2.8% is slightly lower than SREITs median. As SPH REITs adopted half-yearly reporting, they did n
Investment Income For Life
Blade Knight
2020-06-26 17:54:14
Clarification from Investor Relation Manager of Lendlease Global Commercial REIT
Lendlease Global Commercial REIT ("LREIT") price collapsed in March 2020 was a real disaster in the face of the COVID-19 crisis. It plummeted swiftly from S$0.90 per unit to a low of S$0.465 per unit which is a plunge of almost 48%. Holding just 2 properties of Somerset 313 in Singapore and Sky Complex in Italy in its IPO portfolio, LREIT has the potential to grow further due to the many properties in the portfolio of its main sponsor, Lendlease Group, which is a leading international property and infrastructure group listed on the Australian Securities Exchange.In addition, the Singapore Master Plan 2019 has formalised the increase in permissible plot ratio for 313@Somerset from 4.9 to 5.6 resulting in a potential increase of up to 10,846sqft of gross floor area via organic growth route.
Investment Income For Life
Blade Knight
2020-06-26 17:53:45
Singapore Press Holdings Stock Crash in May 2020- Buy More Or Worst Yet To Come?
Singapore Press Holdings (“SPH”) seemed to be plagued with bad luck recently and its stock performance had dropped to an all-time low level towards the end of May 2020. As at the beginning of FY2020, SPH price was still at S$2.20 per share. On 29 May 2020, its price declined sharply again (yes, another sharp drop since the March 2020 price collapse) to a price of S$1.25 per share and a 52 week low from the day before price of S$1.46 per share. This represented a spectacular loss in value of 43.2% relative to the beginning year’s price. The million dollar question on every investor’s mind is whether the price will decrease or crash any further to less than S$1 per share.1. So what had happened to cause a 12.3% decline within a day? On 28 May 2020, SPH price was still hovering a
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
Dr Tee (Ein55)
Dr Tee (Ein55)
2020-05-30 23:11:20
25 MSCI Singapore & 30 STI Stocks (仙人指路)
Both MSCI Singapore Index (SiMSCI, 25 stocks) and Straits Times Index (STI, 30 stocks) are important guidance for Singapore stock investors on “Good” stocks for investing. In this article, you will learn on how to invest in index stocks in a right way. MSCI Singapore Index has recently removed 4 blue chip stocks (which are also 30 STI component stocks) from the list: 1) ComfortDelGro (SGX: C52) 2) SATS (SGX: S58) 3) Sembcorp Industries (SGX: U96) 4) Singapore Press Holdings, SPH (SGX: T39) and adding only 1 stock as replacement: Mapletree Logistics Trust, MLT (SGX: M44U), a giant Singapore REIT, which is also 30 STI component stock. MSCI Singapore Index component stock selection criteria is stricter than STI index (only based on trading market capitalization, a w
Passive Income Farmer
Passive Income Farmer
2020-05-25 15:01:09
Portfolio Review - My REIT performance
So the long awaited black swan, in the form of the invisible coronavirus, has finally arrives... The event this year is unprecedented.  How could we ever imagine such things as cross-border travel and businesses would come to almost a complete halt? I have been through the Lehman brothers' crash, although my portfolio was very much smaller at that time.  My REIT counters accounted for almost half of my portfolio this time, and it is time to do a review on their performace so far.1. Industrial Reits Grade A: Keppel DC Reit, Ascendas Reit, Frasers L&C Tr.- Strong performance, still above my average price.Grade B: Aims APAC Reit. - In green territory, still above my cost price (with dividends collected).Grade C: Cromwell Reit, ARA LOGOS Log Tr.- In red territory, even
ccloh Strategic Investor Zone
ccloh
2020-05-21 20:23:17
Corporate Result -- Apr/May 2020
1. SPH REIT  --  1st Apr 20202. SPH  --  7th Apr 20203. Kep Infra Trust  --  20th Apr 20204. MapletreeCom Trust  --  22nd Apr 20205. Kep REIT  --  22nd Apr 20206. Parkway Life  --  22nd Apr 20207. Suntec Reit  --  22nd Apr 20208. Frasers Cpt Trust  --  23rd Apr 20209. Mapletreelog Trust  --  23rd Apr 202010. SGX  --  24th Apr 202011. MapletreeInd Trust  --  27th Apr 202012. Starhill Global REIT  --  28th Apr 202013. MNACT  --  29th Apr 202014. Kep Corp  --  29th Apr 202015. CapitaMall Trust  --  30th Apr 202016. DBS  --  30th Apr 20020 17. NetLink NBN Trust  --  6th May 202018. SingPost  --  8th May 202019. SIA E
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
Dr Tee (Ein55)
Dr Tee (Ein55)
2020-04-07 01:28:53
Grandparents Blue Chip Stock SPH (远虑近忧)
Singapore Press Holdings (SGX: T39), SPH, is a well-known blue chip stock with 35 years of history of press business. It is popular especially among “grandparents” level of investors as a passive income generator through dividend payment. In the past (over 20 years ago), there was little competition in this monopoly business, therefore SPH could gain income easily through advertisements with more circulations of hardcopy newspapers. However, in the internet era over the past 10+ years, disruptive technologies have changed the rules of the game, providing more channels of news (mostly free) through webpages, blogs, videos and social media (eg. Facebook). As a result, number of SPH newspapers readers have been declining over the past decade (while Facebook and other internet u
REIT-TIREMENT
Vince
2020-04-06 00:32:51
COVID 19 - My Thoughts on SREITs Selection
Now, all of us should aware that government had announced for a lot workplaces to be closed on Tuesday and school to closed on Wednesday until 4th May. There are quite some numbers of companies are exempted though. From what I see, this closure is more on retail and office instead of industry and logistics.Extracted from Ministry of Trade & Industry Facebook PageDue to this COVID-19, hospitality REITs get the first impact, people couldn't travel due to travel restrictions imposed by different countries. This followed by retail REITs which affected due to tourism, social distancing and now closure of non-essential services. Office REIT would be affected too, though some can be mitigate with "work from home" practice. If this situation continue, eventually industrial and logistics w
Growing your tree of prosperity
Christopher Ng Wai Chung
2020-04-02 08:49:15
COVID-19 can put a nail in FIRE's coffin and what you can do about it
It may well be that COVID-19's real damage is economic in nature and a lot of folks around the world may die as a result of lockdowns and the destruction of businesses.A major phenomenon I am seeing at the very least is that all of the traditional advantages of FIRE living have been nullified by the COVID-19 crisis. Employees are working from home so that is not significantly different from those who leave the rat race. And no one has the freedom to travel at all.Things can get worse from here.I know my personal expense has been cut by half, so my vendors are definitely earning less. If folks are given temporary relief from mortgages, then banks can't collect interest or principal payments. Businesses that can't pay rent will affect the landlord. SPH REIT even slashed dividends by 80% risk
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
DollarsAndSense.sg
Dinesh Dayani
2020-03-09 12:43:02
S-REIT Report Card: Here’s How Singapore REITs Performed In First Quarter 2020
Real Estate Investment Trusts (REITs) are popular investments in Singapore, as they own a portfolio of properties and pay out relatively good distributions from the rental income they receive on the properties. In our REITs Report Card column, we feature the performance of REITs every quarter. How Singapore-listed REITs Performed In The Year-To-Date 2020 The first three months of 2020 has seen its fair share of volatility, with the ongoing US-China trade war sanctions, a generally slowing global economy, and also hit with Covid-19, a novel Coronavirus which originated in Wuhan, China. This has given rise to greater price fluctuations in the stock market in 2020. To gauge how Singapore-listed REITs have performed in the year-to-date (ytd) 2020, we take reference from the iEdge S-REIT Index
ccloh Strategic Investor Zone
ccloh
2020-03-04 08:24:14
Corporate Result -- Jan/Feb 2020
1. SPH REIT --  10th Jan 20202. SPH  -- 13rd Jan 20203. FrasersCom Trust  --  15th Jan 20204. Mapletree NACT  --  17th Jan 20205. Kep Infra Trust  --  20th Jan 20206. Mapletreelog Trust  --  20th Jan 20207. Kep DC REIT  --  21st Jan 20208. Kep Pac Oak US REIT  --  21st Jan 20209. MapletreeInd Trust  --  21st Jan 202010. Kep REIT  --  22nd Jan 202011. MapletreeCom Trust  --  22nd Jan 2020 12. Suntec REIT  --  22nd Jan 202013. Parkway Life  --  22nd Jan 202014. Frasers Cpt Trust  --  22nd Jan 202015. CapitaMall Trust  --  22nd Jan 202016. CapitaCom Trust  --  22nd Jan 202017. Kep Corp  --  23rd Jan 202018. SGX  --  23rd Jan
Singapore Stocks Investing
Tom K
2020-02-23 10:38:49
WHICH SINGAPORE REITS AND TRUSTS OVERSOLD 23 FEB 2020?
Dear readers, which Singapore Reits and Trusts are oversold amidst the development of the Wuhan novel coronavirus?  First, as a recap, the oversold Singapore Reits and Trusts as at 14 February 2020 are below. 1. Capitaland Retail China Trust 2.CDL Hospitality Trust 3. OUE Commercial Reit 4. SPH Reit 5.Suntec Reit Without further ado, let... The post WHICH SINGAPORE REITS AND TRUSTS OVERSOLD 23 FEB 2020? appeared first on SG STOCKS INVESTING.
Singapore Stocks Investing
Tom K
2020-02-18 22:15:21
WHICH OVERSOLD SINGAPORE REITS AND TRUSTS ARE CHEAPEST NOW?
Dear readers, in my 16 February post, I have shared with readers five oversold Singapore Reits and Trust as at last week. These oversold Singapore Reits and Trusts are: 1. Capitaland Retail China Trust 2.CDL Hospitality Trust 3. OUE Commercial Reit 4. SPH Reit 5.Suntec Reit In this post, let us take a look at... The post WHICH OVERSOLD SINGAPORE REITS AND TRUSTS ARE CHEAPEST NOW? appeared first on SG STOCKS INVESTING.
Singapore Stocks Investing
Tom K
2020-02-16 10:27:28
WHICH SINGAPORE REITS AND TRUSTS ARE OVERSOLD NOW?
Dear readers, which Singapore Reits and Trusts are oversold amidst the development of the Wuhan novel coronavirus?  Without further ado, let us take a look at the list of oversold Singapore Reits and Trusts as at 14 February 2020 below. 1. Capitaland Retail China Trust 2.CDL Hospitality Trust 3. OUE Commercial Reit 4. SPH Reit... The post WHICH SINGAPORE REITS AND TRUSTS ARE OVERSOLD NOW? appeared first on SG STOCKS INVESTING.
Investment Income For Life
Blade Knight
2020-01-02 20:33:58
Perils of Leveraging Investment Portfolio Using Margin Financing- Understand The Key Facts Before Jumping Into The Quicksand
The dark side about investing and blogging (just like Star Wars Skywalker vs Palpatine- there will always be light and dark in the Force) is that there are some sinister folks lurking in some dark corner condemning your every investment action and then gloating if one’s investments started making losses albeit the fact that there are very few investors who strike gold with every investment decisions that they made without a single failure. The topic that I am going to touch on today is on under-highlighted points to take note of using leverage through margin financing facility provided by the stockbroking firms. It has been a good start for FY2020 with the brokerage firm that I am using for credit facility- Maybank Kim Eng- offering a cut of 0.2% interest expense to bring down the e
Passive Income Farmer
Passive Income Farmer
2020-01-01 17:19:50
2019 Portfolio Review
I am becoming lazy to doing updates... Time flies and 2019 is gone.  All my tradings are done and all dividends are collected.  It is time to do a final review on my portfolio's performace in 2019.Top 30 positions of my portfolio at end 2019:1. SGX2. UOB3. CMT4. SATS5. OCBC6. FCT7. Keppel DC Reit8. ParkwayLife Reit9. AIMS APAC Reit10. Keppel Corp11. CDL HTrust12. Mapletree Com Tr13. SPH14. Suntec Reit15. SingTel16. SPH Reit17. Frasers Com Tr18. Ascendas Reit19. Starhill Global Reit20. Capitaland21. Frasers L&I Tr22. Keppel InfraTr23. Bukit Sembawang24. SIA Engg25. Sembcorp Indust26. VICOM27. ST Engg28. Frasers Property29. Cache Log Tr30. Netlink NBN TrTotal dividends collected in 2019: $17,124.43Average monthly dividends: $1,427.04 (7.2% up cf. 2018)Portfolio yield: 4.78





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