Impressive Track Record – Keppel DC Reit !

A fellow member in our telegram group asked: "For Keppel DC Reit, I bought some (at) $2.55 and my average price went up. Actually would averaging up make sense?" This question came as we were discussing about the merits nof averaging down Keppel DC Reit if its price share would come down further. Instinctively, I … Continue reading Impressive Track Record – Keppel DC Reit !

I would be cautious on AA REIT

Last Friday, I bought a few lots of AIMS APAC (AA) Reit. The trigger for the purchase was more speculative than fundamental. AA Reit share price has dropped 10%+ from its peak of $1.60. This peak price level was first reached on 2Aug and then again on 2Sep. I was holding the hope that it … Continue reading I would be cautious on AA REIT

Falling HK + Marching towards Dividend Yield Target

Hong Kong market feels like a Falling Knife - Invest with Care Hong Kong market continues to underperform versus Singapore and US markets. We saw a 5.8% loss in Hang Seng index last week as investors continued to be spooked by China regulatory crackdown on the large online companies and fearing that it would spread … Continue reading Falling HK + Marching towards Dividend Yield Target

Wk 28: Dividends from SPH Reit was the Highlight!

Was extremely delighted to see that SPH Reit increasing its quarterly dividend distribution again! Below is the chart from SPH Reit that shows the profile of its dividend distribution in the last seven quarters. Understandably, COVID19 had hit it and its shareholders hard in 2020. We had to accept 1/4 of the typical quarterly dividend … Continue reading Wk 28: Dividends from SPH Reit was the Highlight!