The Trading Floor - April 2018

Discussion in 'The Trading Floor' started by nottibird, Apr 2, 2018.


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  1. sotong11

    sotong11 Well-Known Member

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    congrates bro NB... realised your paper gain ;)
     
  2. DeepBlue

    DeepBlue Well-Known Member

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    Plan B
    Sell Singtel while she's still hibernating
    Redeploy her cash into Fraser and let it work for you in the meantime.

    Sun Tzu art of distribution
    Keep your friends close but your enemies closer.


     
  3. nottibird

    nottibird Moderator

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    Beh LOON leow and finally let go at 29.85.
    These are all the trades made in DBS from 1 Mar 2018 to 19 Apr 2018.

    a1.jpg a2.jpg





    [​IMG]
    [​IMG]
     
  4. nottibird

    nottibird Moderator

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    See whether May reporting can give her an uplift or not.
    She is stuck at 3.30 to 3.42.
    A virgin sits at 3.42.
    And a very tight virgin sits at 3.50.
    This virgin must split first.
    Only then will have some hope to trigger buying.
     
  5. nottibird

    nottibird Moderator

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    No have.
    DBS needs a large army to play.
    SingTel has been very disappointing...quite alot of POWs in her.
    I will work out a Plan B.
    The rest of my bullets are for the Musketeers who are genarally safe to trade and hold if stuck.
     
  6. DeepBlue

    DeepBlue Well-Known Member

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    Bro NB

    Power lah!

    Got consider ST, SemMarine and Fraser Prop?


     
  7. sotong11

    sotong11 Well-Known Member

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    bro NB ....whats your take on SingTel now?
     
  8. sotong11

    sotong11 Well-Known Member

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    you have bigger stake.... may be u sell half... n keep half....
    I have smaller stake.... so prob will just be contended with 29.99 or 30 ;)
     
  9. nottibird

    nottibird Moderator

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    Thanks sis sotong.
    I was late actually.
    But better late than never.
    Now so stressed up wondering to sell or to fight on.
    Dont sell worry she dips for a pullback.
    Sell leow worry she CHEONG to 31.00 first and then to infinity and beyond.
    She is reporting on Monday, 30 Apr before market opens. Another set of stunning results expected.
    And so we will get a gap up? [​IMG]

    Or a SELL ON NEWS ??? [​IMG]
     
  10. sotong11

    sotong11 Well-Known Member

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  11. nottibird

    nottibird Moderator

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    upload_2018-4-19_11-37-31.png
     
  12. Amator

    Amator Well-Known Member

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  13. plutus2

    plutus2 Well-Known Member

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    good the morning
     
  14. DeepBlue

    DeepBlue Well-Known Member

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    I'm sure NB & most here would have their powerBANKs fully charged?
     
    Last edited: Apr 19, 2018
  15. nottibird

    nottibird Moderator

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  16. Amator

    Amator Well-Known Member

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    SINGAPORE (Apr 19): CapitaLand Mall Trust (CMT) has agreed to sell Sembawang Shopping Centre to a joint venture between Lian Beng Group and Apricot Capital for $248 million.

    Sembawang Shopping Centre was valued at $126.0 million as at Dec 31 2017. The divestment is expected to generate net proceeds of about $245.6 million and a net gain of about $119.6 million when the transaction is completed by June 2018.

    Located along Sembawang Road, Sembawang Shopping Centre reopened to shoppers in 2008 following CMT’s acquisition in 2005. It comprises four levels of retail space – three levels above ground and one basement level – with a net lettable area of 143,631 square feet. The mall registered a committed occupancy of 99.4% as at 31 December 2017. Its major tenants include Giant, Yamaha Music School, Food Junction and Daiso Japan.

    Tony Tan, CEO of manager CapitaLand Mall Trust Management (CMTML), says: “The divestment of Sembawang Shopping Centre is in line with our portfolio management strategy of maximising returns for our unitholders. By unlocking the value of Sembawang Shopping Centre at this stage, it will realise the optimal value for CMT’s unitholders. As the mall accounts for only about 1% of CMT’s total asset value, its sale will have minimal impact on CMT’s financial performance and distribution per unit. The net proceeds from the divestment will further enhance and strengthen CMT’s financial flexibility.”

    Upon completion of this transaction, CMT’s portfolio will comprise 15 properties located in suburban areas and downtown core of Singapore. They are Tampines Mall, Junction 8, Funan, IMM Building, Plaza Singapura, Bugis Junction, JCube, Raffles City Singapore, Lot One Shoppers’ Mall, Bukit Panjang Plaza, The [email protected], Clarke Quay, Bugis+, Westgate and Bedok Mall.
     
  17. Amator

    Amator Well-Known Member

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    SINGAPORE (Apr 18): Maybank Kim Eng is staying positive on industrial REITs despite the recent pullback in share prices against a rising interest rate environment.

    "We see positive earnings momentum led by the large cap names from improving supply and demand, with near-term catalysts rising occupancies and stable/positive rental reversions," says analyst Chua Su Tye.

    Chua sees limited risks from higher interest rates given the sector’s well-cushioned balance sheets, with potential acquisition growth upside not priced in.

    "Valuations remain compelling, especially for Ascendas REIT (AREIT) and Mapletree Industrial Trust (MINT), given their headroom for accretive deals," says the analyst in a recent report.

    [​IMG]

    In the first two months of 2018, overall leasing activity jumped 35% y-o-y, the strongest since 3Q13.

    Chua anticipates stronger leasing demand in tandem with improving manufacturing growth and a broader recovery in services. Industrial rents showed signs of bottoming out in 4Q17 at –0.1%, its slowest decline in 11 quarters.

    He also expects rents to stabilise in 2018 and forecast 1-3% annual growth in 2018-2020, helped by easing supply of just 2% in 2018 and 0.8-1.0% until 2020.

    "We see further moves towards overseas diversification, with AREIT and MINT best-placed to deliver on accretive deals, given their clear mandates and substantial debt headroom," adds Chua.

    [​IMG]

    Meanwhile, ROFR pipeline assets could boost options against a backdrop of tighter cap rates.

    AREIT's sponsor has over $1 billion of business parks and light industrial factories in Singapore covering 400,000 sqm, including the Ascent at Kent Ridge with NLA 42,700 sqm which was completed in Mar 2016 and now 99% occupied.

    MINT's pipeline includes the $250 million 18 Tai Seng development with NLA of 35,700 sqm which obtained its TOP in 4Q16.

    Chua says both divestment and redevelopment opportunities are supported by the REITs’ longer land tenures as 50% of their assets exceed 40 years, a contrast to the 20-year tenures for new government land sale sites.

    Maybank has target prices of $3.05 and $2.20 for AREIT and MINT respectively.
     
  18. nottibird

    nottibird Moderator

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    Maybe after results.
    People are cautious.
     
  19. sotong11

    sotong11 Well-Known Member

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    Ascendas Reit and Capita Com trust... seem like lagging behind... px range 2.67 - 2.70... 1.80 to 1.83

    buay ding dang....
     
  20. sotong11

    sotong11 Well-Known Member

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    Thanks Bro NB for the pointer

    but the new IG platform is pretty unfriendly.....i seem to have problem locating and placing my order via DMA. So, i need to log into my mobile apps... to place my orders via DMA
     
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