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sgnewbie Master	19-Jun-2012 11:30        sgnewbie About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://sgxreports.blogspot.sg/2012/06/suntec-reit.html
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alooloo Veteran	16-Mar-2012 09:28        alooloo About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "I am not young enough to know everything. "
x 0   x 0  Alert Admin	This is the fair value to sell back those unit they hold.   I guess slowly sell during up trend is better than dump and hurt all the shareholder. After all, they are still holding a lot on hand..
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Blastoff Elite	16-Mar-2012 09:08        Blastoff About Contact  Quote this Post!
x 0   x 0  Alert Admin	Anyone know why the company keeps selling its units to the open market the last 2 weeks?
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sgnewbie Master	25-Jan-2012 10:14        sgnewbie About Contact  Quote this Post!
x 0   x 0  Alert Admin	OCBC Research on Suntec Reit   http://sg-shares.blogspot.com/2012/01/suntec-reit.html
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Blastoff Elite	12-Jan-2012 19:01        Blastoff About Contact  Quote this Post!
x 0   x 0  Alert Admin	DATE FOR RELEASE OF SUNTEC REIT’S FINANCIAL STATEMENTS FOR THE FINANCIAL YEAR ENDED 31 DECEMBER 2011 The Board of Directors of ARA Trust Management (Suntec) Limited, the Manager of Suntec REIT, is pleased to announce that Suntec REIT’s financial results for the year ended 31 December 2011 will be released on Thursday, 19 January 2012 after market closes.
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Farmer Master	30-Nov-2011 12:13        Farmer About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	No lor... this one got not much meat liao, try GLP or KepLd instead. alexchia01      ( Date: 29-Nov-2011 22:11) Posted: I think can short SuntecReit tomorrow, if market allows. Entry: $1.120 Stop-Loss: $1.165 Target: $1.030 More on my Blog at Alex Trades. Good luck.
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alexchia01 Elite	29-Nov-2011 22:11        alexchia01 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Catch The Stars And Ride With Them"
x 0   x 0  Alert Admin	I think can short SuntecReit tomorrow, if market allows. Entry: $1.120 Stop-Loss: $1.165 Target: $1.030 More on my Blog at Alex Trades. Good luck.
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bikerlover Member	17-Nov-2011 20:16        bikerlover About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "Good luck to your trading!"
x 0   x 0  Alert Admin	I heard that the new NS expressway will be eating away abit part of suntec city.  Is it true?  Will it affect the future assest value?  Will future dividends be affected too?
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Farmer Master	17-Nov-2011 11:28        Farmer About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	Yes, I see ARA as an aggressive manager as it's listed thus, have to answer to shareholders. As an investor for Suntec reits, I choose to see transparent as long as it can continue to deliver. I'm in for a stable/respectable yield. As long as its yield, eps and nav continue to grow over time without having for me to fork out extra $$ for RI, etc....I'll be contented and so far, it did. I won't expect it to be perfect.
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Jackpot2010 Master	17-Nov-2011 10:47        Jackpot2010 About Contact  Quote this Post!
x 0   x 0  Alert Admin	One more thing that not many people know - Li Ka Shing owns ARA but nothing of Suntec Reits. Instead he owns the remaining 40% of office podium. Surely there is a conflict of interest here. When ARA source new tenants the good one goes to LKS - that explains why the reits hv not achieved 100% occupany for its offices. Previously i bought in 2009 but divested in 2010 and waiting to re-enter when the dust settled. I foresee some rights issue coming soon b'cos of this uncalled for $400m splash. Another Gem is ParkMall. If they sell it u know something is very wrong. ParkMall (@ DB MRT interchange) should apply to URA for rezone as residential-cum commercial use instead of solely commercial. As for Chijmes, it is a class of its own & u cannot find another location like this.
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junction Senior	17-Nov-2011 10:28        junction About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good question.  Sell a cash cow only for 150m and spend 400m to benefit other owners?  The other thing I don like about Suntec Reit is the manager, ARA who is seems more interested in growing itself than the reit.  Remember what Ho Ching said a few years ago alluding to management of this reit although it was not named. Jackpot2010      ( Date: 17-Nov-2011 09:58) Posted: very good question but too technical so   hv to ask a CPA auditor whether paints, renovation etc can be capitalised or expensed off. not many people know that Suntec reits do not own the entire 100% of Suntec City (~60% office podium but 100% of retail and exhibition ctr), so even if this upgrading is solely for exhibition centre, it will benefit other owners of offices (especially Li Ka Shing) at the expense of reits unit holders. The nos. don't gel at all - why sell a Gem like Chijmes for a meagre sum of $150m to splash on $400m on paints etc. Chijmes is Unesco world heritage monument. wendytan93      ( Date: 16-Nov-2011 23:01) Posted: I appreciate if anyone would enlight me how this 400m will be booked. Can it be consider as fix asset ? But this asset e.g. paint, wiring... can't be sold. But REIT asset value will increase.Its price/NAV will looks good.( a even bigger discount).  Besides how this $400m contract will be awarded ? In open tendering or their " own specialise" contractors. There are so many thing shall report to share holders. I will wait and see There are many other REIT without UPGRADING plan with similar or better distribution yield. Your Money your choice
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SupremeA Veteran	17-Nov-2011 10:22        SupremeA About Contact  Quote this Post!
x 0   x 0  Alert Admin	Should be in notes to accounts. wendytan93      ( Date: 16-Nov-2011 23:01) Posted: I appreciate if anyone would enlight me how this 400m will be booked. Can it be consider as fix asset ? But this asset e.g. paint, wiring... can't be sold. But REIT asset value will increase.Its price/NAV will looks good.( a even bigger discount).  Besides how this $400m contract will be awarded ? In open tendering or their " own specialise" contractors. There are so many thing shall report to share holders. I will wait and see There are many other REIT without UPGRADING plan with similar or better distribution yield. Your Money your choice
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Jackpot2010 Master	17-Nov-2011 09:58        Jackpot2010 About Contact  Quote this Post!
x 0   x 0  Alert Admin	very good question but too technical so   hv to ask a CPA auditor whether paints, renovation etc can be capitalised or expensed off. not many people know that Suntec reits do not own the entire 100% of Suntec City (~60% office podium but 100% of retail and exhibition ctr), so even if this upgrading is solely for exhibition centre, it will benefit other owners of offices (especially Li Ka Shing) at the expense of reits unit holders. The nos. don't gel at all - why sell a Gem like Chijmes for a meagre sum of $150m to splash on $400m on paints etc. Chijmes is Unesco world heritage monument. wendytan93      ( Date: 16-Nov-2011 23:01) Posted: I appreciate if anyone would enlight me how this 400m will be booked. Can it be consider as fix asset ? But this asset e.g. paint, wiring... can't be sold. But REIT asset value will increase.Its price/NAV will looks good.( a even bigger discount).  Besides how this $400m contract will be awarded ? In open tendering or their " own specialise" contractors. There are so many thing shall report to share holders. I will wait and see There are many other REIT without UPGRADING plan with similar or better distribution yield. Your Money your choice
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wendytan93 Member	16-Nov-2011 23:01        wendytan93 About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Everything Is Obvious: Once You Know the Answer - Duncan J W"
x 0   x 0  Alert Admin	I appreciate if anyone would enlight me how this 400m will be booked. Can it be consider as fix asset ? But this asset e.g. paint, wiring... can't be sold. But REIT asset value will increase.Its price/NAV will looks good.( a even bigger discount).  Besides how this $400m contract will be awarded ? In open tendering or their " own specialise" contractors. There are so many thing shall report to share holders. I will wait and see There are many other REIT without UPGRADING plan with similar or better distribution yield. Your Money your choice
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Jackpot2010 Master	16-Nov-2011 21:20        Jackpot2010 About Contact  Quote this Post!
x 0   x 0  Alert Admin	i find it so stupid to spend > $400m on refurbishing Suntec Intl Exhibition Centre. This money could be used to acquire another shopping mall with some gearing. Imagine they hv to sell Chijmes for only $150m to part-finance this refurbishment, a decision they will live to regret in future. Thus why its px has underperformed vis-a-vis other Reits since news break.
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investinpassivei Member	16-Nov-2011 10:42        investinpassivei About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	I see great value in Suntec REIT in that it is trading way below NAV (35% discount), high dividend yield of close to 7%. Most importantly, the newly announced Asset Enhancement Initiatives very important in revitalizing the assets and upgrading DPU. See further analysis on http://www.investinpassiveincome.com/value-in-suntec-reit-and-upside-potential-from-400m-asset-enhancement-initiative-at-suntec-city/
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Farmer Master	16-Nov-2011 09:59        Farmer About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	V likely. So as a small investor, we should do the needful... collect enough before the next uptrend. I'm vested for dividends. Are you? seanpent      ( Date: 16-Nov-2011 09:52) Posted: hee ... block & accumulate ?
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seanpent Elite	16-Nov-2011 09:52        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	hee ... block & accumulate ?
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seanpent Elite	16-Nov-2011 09:22        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	time to close short positions before some of these oversold stocks perform an expansion breakout like yanlord ?
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seanpent Elite	15-Nov-2011 10:10        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	will Suntec Reit catch up with CapMallAsia anytime soon ?
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