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投资理财

CaptiaMall 这支Reit中的领头羊 股价进入2元以上的新时代

借着这一轮2014年第四季分红,股价从2元以下,一路大涨至2.26, 看来庄家是不会让股价低于2.10元了。下一轮分红时它会涨到2.50? 想象空间无限啊!


俺2.06进的,下拜一到期.希望今天能2块以上卖掉,周末拿钱去happy


恭喜了!进价让人羡慕啊!


就那天除息你说好俺就进啦.


可是那天我2.05没排到啊,5555…….

擦干眼泪,我要多像你学习!


等他低一点,我也入一些


静候车哥佳音啊!


心理价位多少?


哈哈,今天很难,2.19跟2.2的买卖的都那么多。


肯定不是今天。呵呵


兄弟,该股除息是1月29日,没有跌倒2.10以下;2.06是2月2日(这个周一)出现的价格。

你如果是这周一买的,如果不付钱应该昨天出了,怎么还能等到下周一呢?


楼主说是奔2.5的趋势哦。


车哥你也忒狠了点了吧。庄家辛辛苦苦把股价推到2元上方,你却……

如果过几天回到2.10以下,我就大胆买入。此话只是对我自己说的啊。


我是周一买的,我打2.07但是是2.06成交. 我玩T+5啊,下拜一是T+5不是么?我经纪这么说的


千万别当真啊,我给我自己乱乱讲的。。。


说者无心,听者有意,我提裤进去。


怪不得嘛。哪家可以玩T+5? 佣金多少啊?兄弟多说两句呗。


我是辉立啊.不是都一样的么?我经纪说新加坡T+5香港T+3,大家不是这样的么?


哈哈,我也打算1.9多才进


除息那几天都掉不到1块9啊


POEMS的确是五天。


可以进啊,反正4月又有息了


reits是股票吗, unit trust 的属性比较多点吧!–误导了可不好

我不懂哈


我的SC只有T+3,我以前用的OCBC Security也是 T+3。第一次听到T+5。

佣金几粒?T+5会不会高啊?


好吧,姐要是硬要装糊涂,我也啰嗦几句,在网上抄的,真的假的盖不负责:

Real Estate Investment Trusts (REITs) are often described as instruments that offer investors the opportunity to invest in a professionally managed portfolio of real estate, through the purchase of a publicly-traded investment product. Individuals invest in a REIT by purchasing units of the trust, similar to shares of a common stock. The investment objective of REITs is to provide unit holders with dividend income, usually from rental income, and capital gains from the profitable sale of real estate assets. While this may sound attractive, it is important to know that REITs, like other investment products, are not completely free from risk.

For instance, as with all stocks, REITs do carry market risks. The value of units in publicly traded REITs can therefore fluctuate and investors may receive more, or less, than the original purchase price.

This Guide aims to help you understand what REITs are and what you should consider before investing in them. It highlights the benefits and risks of investing in REITs, what you should look out for in the prospectus and other important information.

What is a REIT?REITs are collective investment schemes that invest in a portfolio of income generating real estate assets such as shopping malls, offices, hotels or serviced apartments, usually established with a view to generating income for unit holders. Assets of REITs are professionally managed and revenues generated from assets (primarily rental income) are normally distributed at regular intervals to you, as a unit holder. Investment goals for REITs are much the same as the goals of an investment in stocks – current income distribution and long term appreciation potential.

As a unit holder of a REIT, you share the benefits and risks of owning a portfolio of property assets which typically distribute income at regular intervals. REITs normally have regular cash flows as their revenues are derived from rental payments under contractually-binding lease agreements with specific tenures, in most cases.

Units of listed REITs are listed on the Singapore Exchange (SGX) and are bought and sold like other listed securities.

The first Singapore REIT was launched and listed on the SGX in July 2002. Singapore-listed REITs offer investors access to a diversity of real estate assets including retail malls, office buildings, industrial properties, hotels, serviced apartments and hospitals.

TIP: Do not assume that REITs are low risks and that the dividend income is recurring. Read your prospectus and research reports to understand the investment objective and strategy of the REIT, and look for information under the following three key areas:

information on the management company and trustee, their experience and track record;information on properties to be put in the REIT (in particular whether you are familiar with the geographical and sector exposures of the REITs you intend to invest in);other investment information such as dividend policy and fees and charges


0.0028%还有一些clearing fee和tax什么的?高么?我没用过其他的啊,反正经常是进出手续费之和比俺的profit 还多,呵呵


呵呵, 姐真的不懂啊
大家说是股票就是吧!

这个.姐看不明白:

Real Estate Investment Trusts (REITs) are often described as instruments that offer investors the opportunity to invest in a professionally managed portfolio of real estate, through the purchase of a publicly-traded investment product. Individuals invest in a REIT by purchasing units of the trust, similar to shares of a common stock


继续与姐共同学习Reits,共同提高! 其实姐提出了一个很重要的问题,大家可能经常忽略的问题。一定要搞懂,搞通,争取做个明白的理财能手。 What are the benefits and risks of REITSAs with all investment products, it is important to weigh the risks and benefits and assess whether the product fits with your risk appetite and your overall financial plan.

Benefits of REITs

The unique characteristics and features of each REIT, such as its portfolio of assets and focus on generating income as regularly as possible, can translate into benefits for investors.

Diversification: REITs typically own multi-property portfolios with diversified tenant pools. This reduces the risk of relying on a single property and tenant which you face when you directly own a real estate property. For example, if the MRT station next to your apartment closes down, its value would probably fall. The impact of such “stand-alone” risk is diluted when you invest in a pool of properties through a REIT.

You could diversify further by selecting REITs based on the type of properties or region you want to invest in (Singapore listed REITs, or S-REITs have a diverse range of assets such as hotels, shopping malls, office buildings; in Singapore as well as other countries such as China).

Affordability: The REIT investor enjoys the advantage of the power of the pool of capital to acquire interests in much larger opportunities than would be available to their personal capital alone. For example, individual investor may not be able to afford a direct investment into a large asset such as Suntec City or shopping malls in China. By investing in a REIT, you get to invest in these large assets in bite-size chunks.

Liquidity: Compared to investing directly in real estate properties, REIT investment offers the advantage of liquidity – the ease of converting assets into cash. REITs are listed on the stock exchange and you can trade a REIT throughout the trading day, and it is easier to buy and sell a REIT than to buy and sell properties.

Tax Benefits: Individual investors enjoy a tax-exempt distribution which comes in the form of dividends in the REITs structure.

Transparency and Flexibility: The process of buying or selling a REIT is transparent and flexible, just like trading stocks listed on the exchange. Investors can access information on the REIT prices and trade REITs throughout the trading day. Moreover, there are a lot of external controls and monitoring of REITs, which increase transparency and corporate governance. For example, REITs are required to distribute at least 90% of taxable income each year to enjoy tax exempt status by IRAS (subject to certain conditions) .

See Table 1 for a comparison of features between investing in REITs and investing in property stocks.

Table 1: Comparison of features between REITs & Property Stocks
REITsProperty Stocks Business Focus Investment in income-generating properties Generally property related, but may diversify into other unrelated activities or industriesSafe Custody of Properties Properties are held on trust by an independent trusteeProperties are held by the company Dividend Policy
Must pay out at least 90% of net income after tax Subject to the decision of the board Investment and Leverage Guidelines Subject to the Property Funds Appendix in the Code on Collective Investment Schemes NoneTax-Exempt Income (dividend)YesNoTraded Through Broker YesYesManagement Fees YesNoClearing Fees YesYesBrokerage Commission YesYesSettlementThird Business Date after Trade DateThird Business Date after Trade Date*Most REITs have annual managers’ fees, property management fees, trustees’ fees and other expenses that will be deducted from their cash yields before distributions are made.
Risks of REITs
The risks associated with a REIT investment vary and depend on the unique characteristics and features of each REIT, as well as the geographical location of the investments. Do not simply look at the expected yield, but also consider the concentration, quality and lease length of the underlying properties.

Some of the risks associated with investing in REITs include:

Market Risk: REITs are traded on the stock exchange and the prices are subject to demand and supply conditions, just like other stocks. Investors could receive less than the original investment amount when they sell their units in a REIT. The prices generally reflect investors’ confidence in the economy, the property market and its returns, the REIT management, interest rates, and many other factors. Like other stocks, investors must be able to tolerate such price movements.

Income Risk: Dividends may not be paid if a REIT reports an operating loss. For example, tenancy agreements of the underlying properties could be renewed at a lower rental rate than the previous agreement or the occupancy rate could fall. You should consider whether the REIT has taken any measures such as procuring payment upfront or contractual lock-ins of rental rates and other clauses in tenancy agreements. Similarly, if the underlying properties are financed by debts, there is a refinancing risk when cost of debt varies. A higher cost of debt may also reduce the income distributions to unit holders.

Concentration Risk: If a substantial portion of the value of a REIT’s assets is derived from one or a few properties, you may be exposed to a greater risk of loss if something untoward should happen to one of these properties. Similarly, if a REIT depends on only a few tenants for its lease income, you are exposed to a greater risk of these tenants not being able to fulfill their lease obligations.

Liquidity Risk: Although investors are able to exit their investments easily by selling it on the exchange, the real estate fund itself may be relatively less liquid compared to funds investing in financial securities such as stocks and bonds. This is because it is difficult to quickly find buyers and sellers for property, especially if the value of the property is high. As a result, it may be difficult for REITs to vary their investment portfolio or sell its assets on short notice should there be adverse economic conditions or exceptional circumstances.

Leverage Risk: Where a REIT uses debt to finance the acquisition of underlying properties, there is leverage risk. As is the case with other listed companies, in the event of an insolvency of the REIT, the assets of the REIT will be used to pay off debtors first. Any remaining value will then be distributed to unit holders.

Refinancing Risk: As REITs distribute a large amount of their income to unit holders, they may not have the ability to build up cash reserves to repay loans as they fall due. Thus they will typically seek financing by entering into new borrowing agreements, or other capitalization measures such as rights or bond issues. One potential risk is higher refinancing cost when loans are due for renewal. Another risk is that a REIT which is unable to secure refinancing may be required to sell off some properties if they are mortgaged under the loan. These risks could affect the unit price and income distribution of a REIT.

Other Risks: While some REITS can offer diversity based on the type of properties or region you want to invest in, such diversification could carry other risks such as sector and country regulation risk.
ConclusionAs with any other investment product, investors should also take time to understand the product and consider whether it is suitable for them. Here are a few key things you should check before deciding whether to invest in a REIT.

i) What does the REIT invest in?

Do not assume that all REITs come with low risks and are intended for long term investing. Read your prospectus and research reports to understand these key areas:
the sector and geography factor (in particular the stage of property cycle in the assets’ home countries, the economic outlook for that country, any political or regulatory risk, any tax considerations); andthe underlying assets (in particular the asset quality, such as branding of a shopping mall, occupancy rate and the tenant mix).
ii) How is the REIT structured?

Read the “Investment Approach” and “Risks” portions of your prospectus for information on the various risks of the specific REIT you intend to invest in. Note that the risk elements may differ greatly between REITs depending on their structure.

Do also find out:
Who are the people managing the underlying assets? For example, the management quality, such as its reputation and track record, its strategy for growth.If there is a sponsor, who is the sponsor and what is the strength of the sponsor?What are the expected fees (i.e. brokerage commission, management fees, trustees’ fees & expense ratio)?What is the gearing (leverage) and debt maturity of the REIT?Are there unique features of the specific REIT which may give rise to additional risk?
iii) What is the dividend distribution policy?

Find out:
What is the expected frequency and timing of dividend payment?What are the adjustments made to income in determining the amount to be distributed?What are the circumstances under which a REIT may not pay dividends, e.g. an operating loss, downward revaluation of properties, or insufficient cashflow?
iv) Does the REIT’s structure and risk profile suit your risk appetite and investment time horizon?

v) How does the REIT you are considering compare with other investment options?

Last but not least, if you find that you do not understand the REIT or are not comfortable with its structure and risks, do not invest in it.


我的其他解释(可能英文的原因)被关小黑屋了,等米姐放出来,咱俩一起学啊。


我不懂珍惜…..

只有在失去以后, 才会懂得珍惜..


2006年玩股票的是我的前辈啊,我只查了过去1年的最低价是1.8多,哈哈,为啥是 admin?


东哥真是有钱银啊。。。


Cimb 把记录  migration 的缘故。。


跑进跑出。会有钱吗?

当初要是。。。。


2.2排好久,老是排不到我。捉急


2.19就很多人买哇


你帮我看看很多人排队卖2.19么?俺卖2.2,买不?:$


2.2卖的有接近3000手
2.19买的有4000手


完了,估计今天就没我什么事了


2.19那么多人要接手,真的非卖不可的话就排2.19,立马兑现。


我早上排1千股2.19试试,想怎么着也得一会儿才成交。没成想没开盘就成交了,我擦。看来如何卖很有学问啊。。。


S56排很久没有人接手,看来年前是脱不了了。


下一轮分红是什么时候?


cimb minimum charges 也是25吗


可以用这个app…

好用。。


东哥利器真多!


墨兄这是什么股? 为何买它? 貌似船务股。


没有啊,我看市场势头还有时间.看来2.2的压力挺大的。还有,俺是妹子:o


原来是财妹子啊。

你股票做久了, 就懂了什么是纪律了。这个虽然很难做到, 但一定朝那个方向努力。


不能太贪,短期的到了目标马上撤


谢谢小伙伴们提醒。赶紧打2.19,希望下拜一第一时间卖掉


既然已经这样了, 也不用着急了。下周一见机行事, 说不定还能卖出更好的价格。


原来狮城一直叫卖股票的是妹子


敢问楼主用的什么软件看图的阿?


如果你想走中长线,可以付钱持有, 等4月的行情, 反正你进价低, 比较抗跌。或者中间有行情, 可以适机出手。付钱了, 就有多种玩法了。除非你没时间看盘, 此股可以长期持有。


我也是这样打算的,如果拜一没升上去就拿着。因为刚卖了个新邮政,正发愁没什么股好拿中长期呢


财妹子一开张就抓到两只大牛股, 可喜可贺!

时刻提醒自己, 运气是不是永远这么好, 千万不能被这两个战斗的胜利冲昏头脑。股市漫漫曲折, 有时很残酷无情, 应时时保持清醒。

Reits也有风险, 没有绝对的牛股。


玩Reits的同学们注意了,政府针对Reits的相关优惠税务政策可能有变,就看今年的预算了,时刻警惕啊!


几时的报纸。。
前几天是这样的:)


2月3日ST上的。难道才这几天,调子就变了? 难道说尚尚书放出风来了?


呵呵。
如果。。
不幸。。
发生。。
外国投资者。。
逃之夭夭。。

凯毛 至少跌20八仙。。:):)


看来东哥也都的等着抄底啊。


今天回调了,希望幅度再大一些,我要补仓。


哈,估计今天很多人T+5到期,赶着出货;P 俺又被套了


调整一天匆忙结束,赶紧回到2.20。这股太火!


原来今天早上是虚高,现在又调整了,而且幅度较大,我又要进年货了!


歪个楼问下买卖股票赚的钱需要缴税吗?dividend不需要是吧


今天进了点年货,希望年前再有一波小行情,哈哈。


谢谢,买卖股票赚的钱需要缴税吗


不用缴税给政府。

不过有时候要交税给老婆。。。。。。:)


只缴税给老婆? 你也太容易混过去了吧? 利润全拿过来, 要不天天大姨妈!


谢谢,还好我是女生,应该不用交税给老公了


经过几天的调整,给了所有人入场机会之后,这位Reits的领头羊大哥到了马尾羊头之关键时刻,又羊蹦起来了,要让股东羊羊得意!难倒说今天就是传说中的红包行情?


为什么captiamall是领头羊呢,dividend 4.32%,比起suntec要少呀


领头羊收盘2.15, 给力! 羊年本例年, 一定要大涨啊!


今日国会预算日,目前盘面上看各个Reits还都坚挺,看来是Reits税收优惠政策又延续5年?


3:30 预算案 开始公布。。。。。


没怎么挺呀,微涨而已


谁贴下2015 budget


今早羊角冒了一下,冲了一下2.18,立刻被空军打回,不知什么意图。


今天冲高回落, 跌到2.12, 是在洗盘吗? 这不像以往的手法啊。


想问大家去那一间开投资户口比较便宜


Standard Chartered 0.2%佣金, 不设最低佣金, 全岛唯一。


毛今天涨的不错啊。。。。:)


上上下下的才有意思。下个月冲2.50可以期待。


今天这买盘量很大啊,一直2.16以上,就没再给机会买入。好像要有什么动作,明天摸高2.20? 拭目以待!


sc online trading 挂了现在
not available


今日为何大涨?不愧为带头大哥!REITS 今天都涨了。


老美女 晢不加息了吗?


我打算加配一些这个capitamall,电信股在投资里面占得比例太大了,超过60%,这不是啥好现象。准备加仓REIT。


今天涨得不错啊。


毛蛮稳的。。。。


今天冲2.21,庄家是要在公布2015Q1业绩前二次筑顶吗?拭目以待吧。


没想到今天发起总攻!?2.24了!


标题可以改成进入2.2元以上


还不稳,要几天不断洗盘,把不坚定者洗出去,庄家才带着坚定者跨越前期高峰2.26,奔向一望无际的新高峰!再瞧瞧!


继续猛攻啊,一点都不歇歇脚的节奏。我怎么补仓呢?


等大盘跌了再补吧


看来总攻已经打响,大部队已经开往前线,开弓没有回头箭了。好吧,冲吧,第一个阵地2.26,今天会拿下吗?


拿下2.26这个历史高点比我预期的晚了一天。今天已经拿下2.26, 主力正在攻2.27, 看来2.30指日可待啊!


行情应该还没结束, 一季度业绩还没公布, 今天可能是补仓的好时机。2.21了!


什么时候公布业绩啊?
感觉还会往回走一点,看看能不能回到2.15左右吧。


如果能到2.15, 我全仓进。


这么有信心!?
有内幕消息吗?
哈哈,分享一下leh。


报告指出,政府大厦和滨海中心等市区边缘的优质零售空间租金季比下滑幅度最大。图为新达城购物中心。(萧紫薇摄)

沈越 报道

[email protected]

本地零售空间需求减弱,分析师预测空置率将在下来一年里上升,尤其是成熟购物商场将面对租户撤离趋势,业主为留住租户或愿意降低租金和接受较短租约。

在这段期间,零售业租户将重塑它们的商业模式,试图在众多竞争者中脱颖而出。这意味着消费者短期内将看到更多临时概念店(Pop-Up Store)出现,长期也可享受更新颖的消费体验。

根据商业房地产企业高纬环球(Cushman & Wakefield)的最新季度报告,本地所有地区的优质零售空间租金在今年第一季都滑落。

政府大厦和滨海中心等市区边缘的优质零售空间租金季比下滑幅度最大,比去年第四季滑落1.3%至每月每平方英尺23.68元。

乌节路的优质零售空间租金则季比滑落0.8%至每月每平方英尺38.20元。郊区优质零售空间的租金则季比滑落0.5%至每月每平方英尺31.85元。

报告指出,市区边缘的零售店生意最受旅客减少和人力成本上涨的影响;入境外国旅客去年同比减少3.1%,是我国自2009年以来首次出现外国旅客人数下降。

戴德梁行(DTZ)昨天也发布了本地零售空间租金的季度报告。该报告显示,我国整体零售空间的租金在第一季大致保持不变,平均租金维持在每月每平方英尺25.39元。

乌节路整体零售空间租金季比上升0.3%至每月每平方英尺30.13元。其他市区的零售空间租金保持在每月每平方英尺17.98元;郊区的整体零售空间租金则维持在每月每平方英尺28.05元。

戴德梁行的报告指出,本地零售空间占用率保持在90%以上,去年的净吸纳量达167万平方英尺,比2013年增加7.1%,显示零售空间需求依然强劲。

但高纬环球的报告指出,今年开年以来,租户撤离的趋势变得更加明显,包括日本休闲服品牌Lowrys Farm宣布退出我国、马莎百货(Marks & Spencer)和冷藏公司撤出乌节路先得坊商场、然利直(John Little)宣布关闭滨海广场和中峇鲁广场的店面、伊势丹(Isetan)百货停止乌节路威士马广场的零售业务等。

报告预计,今年上半年退租后重回租赁市场的零售空间达31万平方英尺,而租户撤离的趋势还可能持续。

戴德梁行报告估计,今年全年的零售空间净可出租面积达120万平方英尺,绝大多数位于市区其他地区和郊区。两份报告都认为,今后几年乌节路一带的新零售空间供应有限,因此其租金和占用率都将保持强劲。

– See more at: http://www.zaobao.com.sg/finance/singapore/story20150409-466605#sthash.OucbjbWy.dpuf


调整结束, 今日重回上攻路线, 2.25!


今天又攻2.28,看来2.28是一道坎啊。今天能拿下2.28庆祝明天的AGM吗?


买不到了。吸引一下眼球,就又回去了。


没有。据说也是很好的地产信托。


凯德商用新加坡信托 首季可派发收入增4.3%

2015-04-22

  简 讯

  凯德商用新加坡信托(CapitaMall Trust)第一季每单位派发收入(DPU)同比增加4.3%至2.68分。

  根据前天的闭市价2.25元计算,信托的年率化派发率为4.83%。股东预计将于5月29日获得股息。

  信托第一季的可派发收入同比上扬4.2%至9286万元。由于白沙浮商业城(Bugis Junction)第二期资产增值计划于去年9月完成,信托的总营收增长1.6%至1亿6735万元,净房地产收入起3.0%至1亿1769万元。

  截至3月底,凯德商用新加坡信托的负债比率(gearing)为33.8%,平均债务成本3.4%。凯德商用新加坡信托昨天跌1分至2.24元。


例年股息情况。2012年怎么那么差劲?才分一次红?


股价很疲弱啊


庄家是提前炒预期,可惜这一轮没过2.30。其实不管如何炒,每季股息就是2-3分,没什么花头。公报一出,观众就呈散场装了。

还有一点可能就是除息前的一点折腾,希望能上2.28。


我说的是capitacomm


昨天下去captialcomm AGM听了一下
女CEO说明年capitalgreen会对分红有所贡献..

在NAV以下会考虑回购股票。。。


NAV是多少
那现在适合补点?


CapitaMall今天XD, 股价下一点点,跌的比股息少,人们总是对它恋恋不舍,真是好股啊!

回报率高的股,真不如大家喜欢炒的股,被热炒的股可谓有“股气”啊!


默默问下,这是基金还是股票啊:)


是Reit, 地产信托。如股票般在SGX直接交易, 不用通过中间人。


哪里可以了解更多信息?例如在哪个网站买?最少得买多少?卖了也是要扣百分之几的费用吗?
谢谢


你怎样买股票,就怎样买Reits,没有区别。


这几天好像跌了不少啊,难道真是红五月的关系?


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