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SGinvestors.io
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Stock Analysis  - 
 
#Sabana Shari'ah Compliant REIT -
Phillip Securities 2017-01-23: Rumblings of Unitholder activism.

The price of Sabana Shari'ah Compliant REIT (#SSREIT) had declined by $0.335 or 47% to $0.380 for the year ended December 30, 2016; and returned only 5.26 cents in distributions (for 4QFY15 to 3QFY16) during the year.
The recent dilutive 42-for-100 Rights Issue with Issue Price of $0.258 to fund acquisitions that are non-accretive on a pro forma basis, appears to be the last straw for Unitholders and they are doing something about it.

#SABANAREIT #SGinvestors #AnalystReport
Sabana Shari'ah Compliant REIT - Phillip Securities 2017-01-23: Rumblings of Unitholder activism. The price of Sabana Shari'ah Compliant REIT (SSREIT) had declined by $0.335 or 47% to $0.380 for the year ended December 30, 2...
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SGinvestors.io
moderator

Stock Analysis  - 
 
#FrasersCentrepointTrust -
RHB Invest 2017-01-23: 1QFY17 ~ Good set of results despite challenging market.

We reiterate our BUY rating on #FCT as well maintain our forecast and DDM-derived TP of SGD2.22 (CoE: 7.4%, TG: 1.8%). The stock offers dividend yield of 6% based on FY17F dividend payout.


#AnalystReport #SGinvestors
Frasers Centrepoint Trust - RHB Invest 2017-01-23: 1QFY17 ~ Good set of results despite challenging market. We reiterate our BUY rating on FCT as well maintain our forecast and DDM-derived TP of SGD2.22 (CoE: 7.4%, TG: 1.8%)...
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SGinvestors.io
moderator

Stock Analysis  - 
 
#BumitamaAgri (BAL SP) -
Maybank Kim Eng 2017-01-23: The worst is likely over.

After three consecutive quarters of YoY decline, Bumitama Agri Ltd (#BAL) finally posted its first quarterly yield recovery for 4Q16, a sign that the worst is likely over.
Its better-than-expected 4Q16 yield recovery will lift our 2016 earnings estimate.

#AnalystReport #SGinvestors
Bumitama Agri (BAL SP) - Maybank Kim Eng 2017-01-23: The worst is likely over. After three consecutive quarters of YoY decline, Bumitama Agri Ltd (BAL) finally posted its first quarterly yield recovery for 4Q16, a sign that ...
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SGinvestors.io
moderator

Stock Analysis  - 
 
#FrasersCentrepointTrust -
DBS Research 2017-01-23: Stable DPU as Promised.

1Q17 DPU was 2.89Scts, up by 0.6%, in line.
While many other #SREITs are expected to face declining DPUs over the next couple of years due to the slowing Singapore economy, Frasers Centrepoint Trust (#FCT) offers investors a steady DPU profile.

#AnalystReport #SGinvestors
Frasers Centrepoint Trust - DBS Research 2017-01-23: Stable DPU as Promised. 1Q17 DPU was 2.89Scts, up by 0.6%, in line. Tweaks in management fees and savings from finance costs compensated for Northpoint’s AEI Causeway Poi...
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SGinvestors.io
moderator

Stock Analysis  - 
 
#CapitalandMallTrust -
UOB Kay Hian 2017-01-23: 4Q16 Results Of CMT In Line With Expectations.

The results of #CMT and FCT both came in in line with expectations. Both retail REIT managers have re-iterated a subdued outlook on the domestic retail sector.
Maintain HOLD on CMT with an unchanged target price of S$1.95.

#AnalystReport #SGinvestors #SREIT
Capitaland Mall Trust - UOB Kay Hian 2017-01-23: 4Q16 Results Of CMT In Line With Expectations. The results of CMT and FCT both came in in line with expectations. Both retail REIT managers have re-iterated a subdued outlook ...
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SGinvestors.io
moderator

Stock Analysis  - 
 
#CapitaLandMallTrust -
RHB Invest 2017-01-23: Now NEUTRAL On Expected Rental Growth Slowdown.

We downgrade #CMT to NEUTRAL as we expect the challenging retail climate to impact its rental growth. Amid tough market conditions, the REIT has embarked on an effort to transform #FunanDigitaLifeMall into an integrated mall of the future – which we view as a long-term positive.

#AnalystReport #SGinvestors #SREIT
CapitaLand Mall Trust - RHB Invest 2017-01-23: Now NEUTRAL On Expected Rental Growth Slowdown. We downgrade CMT to NEUTRAL as we expect the challenging retail climate to impact its rental growth. Amid tough market conditions...
1
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SGinvestors.io

Shared publicly  - 
 
#Sabana Shari'ah Compliant REIT -
Phillip Securities 2017-01-23: Rumblings of Unitholder activism.

The price of Sabana Shari'ah Compliant REIT (#SSREIT) had declined by $0.335 or 47% to $0.380 for the year ended December 30, 2016; and returned only 5.26 cents in distributions (for 4QFY15 to 3QFY16) during the year.
The recent dilutive 42-for-100 Rights Issue with Issue Price of $0.258 to fund acquisitions that are non-accretive on a pro forma basis, appears to be the last straw for Unitholders and they are doing something about it.

#SABANAREIT #SGinvestors #AnalystReport
Sabana Shari'ah Compliant REIT - Phillip Securities 2017-01-23: Rumblings of Unitholder activism. The price of Sabana Shari'ah Compliant REIT (SSREIT) had declined by $0.335 or 47% to $0.380 for the year ended December 30, 2...
1
Add a comment...

SGinvestors.io

Shared publicly  - 
 
#FrasersCentrepointTrust -
RHB Invest 2017-01-23: 1QFY17 ~ Good set of results despite challenging market.

We reiterate our BUY rating on #FCT as well maintain our forecast and DDM-derived TP of SGD2.22 (CoE: 7.4%, TG: 1.8%). The stock offers dividend yield of 6% based on FY17F dividend payout.


#AnalystReport #SGinvestors
Frasers Centrepoint Trust - RHB Invest 2017-01-23: 1QFY17 ~ Good set of results despite challenging market. We reiterate our BUY rating on FCT as well maintain our forecast and DDM-derived TP of SGD2.22 (CoE: 7.4%, TG: 1.8%)...
1
Add a comment...

SGinvestors.io

Shared publicly  - 
 
#BumitamaAgri (BAL SP) -
Maybank Kim Eng 2017-01-23: The worst is likely over.

After three consecutive quarters of YoY decline, Bumitama Agri Ltd (#BAL) finally posted its first quarterly yield recovery for 4Q16, a sign that the worst is likely over.
Its better-than-expected 4Q16 yield recovery will lift our 2016 earnings estimate.

#AnalystReport #SGinvestors
Bumitama Agri (BAL SP) - Maybank Kim Eng 2017-01-23: The worst is likely over. After three consecutive quarters of YoY decline, Bumitama Agri Ltd (BAL) finally posted its first quarterly yield recovery for 4Q16, a sign that ...
1
Add a comment...

SGinvestors.io

Shared publicly  - 
 
#FrasersCentrepointTrust -
DBS Research 2017-01-23: Stable DPU as Promised.

1Q17 DPU was 2.89Scts, up by 0.6%, in line.
While many other #SREITs are expected to face declining DPUs over the next couple of years due to the slowing Singapore economy, Frasers Centrepoint Trust (#FCT) offers investors a steady DPU profile.

#AnalystReport #SGinvestors
Frasers Centrepoint Trust - DBS Research 2017-01-23: Stable DPU as Promised. 1Q17 DPU was 2.89Scts, up by 0.6%, in line. Tweaks in management fees and savings from finance costs compensated for Northpoint’s AEI Causeway Poi...
1
Add a comment...

SGinvestors.io

Shared publicly  - 
 
#CapitalandMallTrust -
UOB Kay Hian 2017-01-23: 4Q16 Results Of CMT In Line With Expectations.

The results of #CMT and FCT both came in in line with expectations. Both retail REIT managers have re-iterated a subdued outlook on the domestic retail sector.
Maintain HOLD on CMT with an unchanged target price of S$1.95.

#AnalystReport #SGinvestors #SREIT
Capitaland Mall Trust - UOB Kay Hian 2017-01-23: 4Q16 Results Of CMT In Line With Expectations. The results of CMT and FCT both came in in line with expectations. Both retail REIT managers have re-iterated a subdued outlook ...
1
Add a comment...

SGinvestors.io

Shared publicly  - 
 
#CapitaLandMallTrust -
RHB Invest 2017-01-23: Now NEUTRAL On Expected Rental Growth Slowdown.

We downgrade #CMT to NEUTRAL as we expect the challenging retail climate to impact its rental growth. Amid tough market conditions, the REIT has embarked on an effort to transform #FunanDigitaLifeMall into an integrated mall of the future – which we view as a long-term positive.

#AnalystReport #SGinvestors #SREIT
CapitaLand Mall Trust - RHB Invest 2017-01-23: Now NEUTRAL On Expected Rental Growth Slowdown. We downgrade CMT to NEUTRAL as we expect the challenging retail climate to impact its rental growth. Amid tough market conditions...
1
Add a comment...
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