Singapore REIT Bubble Charts Dec 2018

Bubble charts derived from Dec 3, 2018 Singapore REITs Fundamental Comparison Table. Two observations compared to last Bubble Charts.

(1) There are a few REITs move further from right to left of the Price/NAV axis due to rights issue (e.g. Keppel KBS REIT and Cromwell REIT) and price sell off (FIRST REIT). The distribution yield is also getting very attractive. This indicates some REITs are getting cheap based on valuation. Note: Distribution yield is lagging.

(2) There are no significant changes in gearing ratio.

These Bubble Charts are used to show the “relative” position compare to other Singapore REITs.

Two visual bubble charts to pick and avoid:

  1. Undervalue Singapore REITs with High Distribution Yield** (Value Pick)
  2. Overvalue Singapore REITs with High Gearing Ratio (Risk Avoidance)

** Distribution Yield are lagging.

Compared to previous Singapore REIT Bubble Charts here.

 

Disclaimer: The analysis is for Author own use and NOT to be used as Buy / Sell recommendation. Get a proper training on “How to use this Singapore REIT Bubble Charts?” here.

 

Check below on other events:

http://mystocksinvesting.com/course/singapore-reits-investing/REITs Investing Course 

http://mystocksinvesting.com/course/private-portfolio-review/REITs Portfolio Advisory 

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Singapore REIT Bubble Charts Oct 2018

Bubble charts derived from Oct 1, 2018 Singapore REITs Fundamental Comparison Table. Two observations compared to last Bubble Charts.

(1) There are slight shifting of the Price/NAV to the left. This indicates some REITs are getting cheap based on valuation.

(2) There are no big changes in term of gearing.

These Bubble Charts are used to show the “relative” position compare to other Singapore REITs.

Two visual bubble charts to pick and avoid:

  1. Undervalue Singapore REITs with High Distribution Yield** (Value Pick)
  2. Overvalue Singapore REITs with High Gearing Ratio (Risk Avoidance)

** Distribution Yield are lagging.

Compared to previous Singapore REIT Bubble Charts here.

 

Disclaimer: The analysis is for Author own use and NOT to be used as Buy / Sell recommendation. Get a proper training on “How to use this Singapore REIT Bubble Charts?” here.

Singapore REIT Bubble Charts Aug 2018

Bubble charts derived from Aug 6, 2018 Singapore REITs Fundamental Comparison Table. Two observations compared to last Bubble Charts.

(1) No significant changes in term of Price/NAV and distribution yield.

(2) There are significant reduction of gearing ratio for Ascendas HT and Fortune REIT based on the latest earning release. These two REITs are under value and also have more debt room for new acquisition.

 

 

These Bubble Charts are used to show the “relative” position compare to other Singapore REITs.

Two visual bubble charts to pick and avoid:

  1. Undervalue Singapore REITs with High Distribution Yield** (Value Pick)
  2. Overvalue Singapore REITs with High Gearing Ratio (Risk Avoidance)

** Distribution Yield are lagging.

Compared to previous Singapore REIT Bubble Charts here.

 

Disclaimer: The analysis is for Author own use and NOT to be used as Buy / Sell recommendation. Get a proper training on “How to use this Singapore REIT Bubble Charts?” here.

I will be sharing on how to use these Bubble Charts to identify investment opportunities in the coming INVEST Fair on Aug 26.

You can register the event by  clicking HERE or https://goo.gl/jPWHeu and enter promo-code MYSTOCKSINVESTING to have 3x chances to win the lucky draw.  We chat more if you can catch me at INVEST Fair, see you!

 

KENNY LOH

 

Original Post from http://mystocksinvesting.com

 

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