SGX Listed REIT

SPH REIT (SGX:SK6U)


SGD 0.815
-0.015 / -1.81%
Share Price as of: 2020-12-01 17:16
Market / ISIN Code: SGX Mainboard / SG2G02994595
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
ccloh Strategic Investor Zone
ccloh
2020-11-18 08:10:33
Corporate Result -- Oct/Nov 2020
1.  SPH REIT  --  6th Oct 20202. SPH  --  13th Oct 20203. Keppel REIT  --  19th Oct 2020  (Business Update)4. Mapletreelog Trust  --  19th Oct 20205. Keppel DC Reit  --  20th Oct 2020  (Business Update)6. Keppel Pac Oak US REIT  --  21st Oct 2020  (Business Update)7. Keppel Infra Trust  --  21st Oct 2020  (Business Update)8. CapitaCom Trust  --  21st Oct 20209. MapletreeCom Trust  --  22nd Oct 2020 10. CapitaMall Trust  --  22nd Oct 202011. Ascendas Reit  --  26th Oct 2020  (Business Update)12. MapletreeInd Trust  --  27th Oct 202013. Starhill Global REIT  --  28th Oct 2020  (Business Update)14. Kep Corp  --  29t
My Stocks Investing Journey
Marubozu
2020-11-08 23:53:15
Retail REITs in Singapore: How do they stack up?
Retail REITs in Singapore have rebounded since Phase 2 in Singapore began. In this article, we will be covering 5 predominantly retail REITs in Singapore, namely Capitaland Integrated Commercial Trust, Frasers Centrepoint Trust, SPH Reit, Starhill Global REIT and Lendlease Global Commercial REIT, comparing their portfolio information, financial ratios, etc. REIT Portfolio Overview Capitaland Mall Trust recently merged with Capitaland Commercial Trust, to form Capitaland Integrated Commercial Trust. Owning 5 Retail/Office, 8 Office and 11 Retail Developments, wholly in Singapore, CICT is the largest market capitalisation trust in Singapore. Frasers Centrepoint Trust owns 7 Retail Malls in Singapore, including the newly-renovated Northpoint City. Mostly located away from the d
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
The Fifth Person
Adam Wong
2020-10-10 06:38:24
5 things to know about Frasers Centrepoint Trust’s $1.06 billion ARF acquisition
Frasers Centrepoint Trust (FCT) is a Singapore REIT that currently owns a portfolio of six suburban malls located in Singapore. On 3 September 2020, FCT announced its intention to acquire the remaining 63.1% stake in AsiaRetail Fund (ARF) for $S1.06 billion. The acquisition will add five Singapore suburban malls – Tiong Bahru Plaza, Hougang Mall, White Sands, Tampines 1, and Century Square – and one Singapore office property, Central Plaza. The deal was approved by FCT unitholders at an extraordinary general meeting where CEO Richard Ng gave a presentation highlighting the benefits of the acquisition despite the backdrop of COVID-19. Will Singapore malls continue to thrive despite the impact of the pandemic and e-commerce? Here are five things I learned from the 2020 Frasers Cen
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
Investment Income For Life
Blade Knight
2020-08-10 06:50:16
Investment Portfolio Updates-9th August 2020
It has been a long time since I last updated my investment portfolio. The March'20 market crash was very sudden. I have remained invested mostly throughout this dark period. The major change I made was to shift out more of my more stable REITs from my CDP account into the margin account to avoid the possibility of a margin call in the event of a sucker's rally and to prepare for another potential market crash.1. Retail REITsThe retail REITs which I am holding in the margin account such as SPH REIT, Frasers Centrepoint Trust and Lendlease right now are still down by 20% to 30% from the pre-market crash. Dividends have been cut drastically also. I remain cautiously optimistic that once the COVID-19 vaccine become successfully rolled out by end of the year or early next year, the devastating
REIT-TIREMENT
Vince
2020-08-07 00:08:05
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
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
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
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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