Value Investing For Singapore!

  REITs : Average Yield = 6.710% REIT Period DPU cts Mkt Yield NAV Gearing Assets Type AIMSAMPIReit Q1 – Jun10 0.5376 $0.230 9.350% $0.31 28.80% Industrial Cambridge Q2 – Jun10 1.238 $0.520 9.550% $0.60 42.30% Industrial LippoMapleT Q2 – Jun10 1.04 $0.480 8.667% $0.83 10.30% Malls (Indonesia) First REIT Q2 – Jun10 [...]

STI +1.82% : 2950.33 (Aug-10) vs 2897.62 (2009) Rank – Capital Gains REIT Aug-10 Dec-09 Gain PLife REIT $1.580 $1.220 29.5% CapitaComm $1.400 $1.170 19.7% Fortune Reit HK$ $3.650 $3.130 16.6% CDL Htrust $2.000 $1.750 14.3% Cambridge $0.510 $0.450 13.3% CLT $0.985 $0.880 11.9% StarHill [...]

REIT Jan Feb Mar Apr May Jun Jul Aug A-REIT S$1.940 S$1.930 S$1.920 S$1.940 S$1.880 S$1.820 S$2.120 S$2.070 AIMSAMPIReit S$0.215 S$0.205 S$0.215 S$0.230 S$0.220 S$0.220 S$0.230 S$0.220 AscottREIT S$1.160 S$1.140 S$1.240 S$1.200 S$1.070 S$1.130 S$1.180 S$1.120 Cambridge S$0.460 S$0.445 S$0.465 S$0.510 S$0.475 S$0.495 S$0.510 S$0.510 CapitaRChina S$1.200 S$1.160 S$1.230 S$1.250 S$1.130 S$1.240 S$1.220 S$1.240 CCT S$1.060 S$1.080 S$1.080 S$1.210 S$1.140 S$1.2...

New Data (Major Shareholders) for the Month 31 Aug 10 : Saizen – V-Nee Yeh From 20.201 % To 21.976 % (27-Aug-10) 25 Aug 10 : CCT – Capital Group From 7.2101 % To 8.2333 % (23-Aug-10) 24 Aug 10 : Saizen – CS From 5.0137 % To 4.7677 % (19-Aug-10) 23 Aug 10 : CCT – Capital Group [...]

Results Announcement 6 Aug 10 (AM) : PLife (Tables Updated) 12 Aug 10 : CitySpring (Table Updated) 12 Aug 10 : IndiaBulls (Updated NAV) 15 Aug 10 : Rickmers (Table Updated) 26 Aug 10 (AM) : Saizen (Tables Updated)   REITs : Average Yield = 6.866% REIT Period DPU cts Mkt Yield NAV Gearing Assets Type AIMSAMPIReit Q1 – Jun10 [...]

STI +3.11% : 2987.70 (Jul-10) vs 2897.62 (2009) Rank – Capital Gains REIT Jul-10 Dec-09 Gain FrasersCT $1.490 $1.220 22.1% Fortune Reit HK$ $3.650 $3.130 16.6% CDL Htrust $2.000 $1.750 14.3% CLT $1.000 $0.880 13.6% Cambridge $0.510 $0.450 13.3% CapitaComm $1.320 $1.170 12.8% MapletreeLog $0.880 [...]

Results Announcement 15 Jul 10 : Cambridge (Tables Updated) 16 Jul 10 : A-REIT (Tables Updated) 19 Jul 10 : K-REIT (Tables Updated) 21 Jul 10 (AM) : CCT (Tables Updated) 21 Jul 10 : PST (Table Updated) 22 Jul 10 (AM) : CMT (Tables Updated) 22 Jul 10 : Suntec (Tables Updated) 23 Jul 10 (AM) : CRCT (Tables Updated) 23 Jul 10 [...]

New Data (Major Shareholders) for the Month 29 Jul 10 : CRCT – PGGM From 6.995 % To 5.946 % (28-Jul-10) 27 Jul 10 : CRCT – PGGM From 7.642 % To 6.995 % (22-Jul-10) 8 Jul 10 : CDL H-Trust – CS From 5.0811 % To 4.9973 % (6-Jul-10) 5 Jul 10 : CDL H-Trust – CS From [...]

STI -2.14% : 2835.51 (Jun-10) vs 2897.62 (2009) Rank – Capital Gains REIT Jun-10 Dec-09 Gain Fortune Reit HK$ $3.550 $3.130 13.4% PLife REIT $1.360 $1.220 11.5% CLT $0.980 $0.880 11.4% Cambridge $0.495 $0.450 10.0% SaizenREIT $0.160 $0.150 6.7% MapletreeLog $0.835 $0.785 6.4% StarHill $0.555 [...]

REITs : Average Yield = 7.210% (Excl. Saizen) REIT Period DPU cts Mkt Yield NAV Gearing Assets Type Cambridge Q1 – Mar10 1.274 $0.495 10.438% $0.59 42.60% Industrial LippoMapleT Q1 – Mar10 1.2 $0.475 10.105% $0.84 10.24% Malls (Indonesia) AIMSAMPIReit Q4 – Mar10 0.5376 $0.220 9.775% $0.31 28.90% Industrial First REIT Q1 – [...]