Fortune REIT Fundamental and Technical Analysis

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Fortune REIT Fundamental Analysis

  • Last Done Price = HK$7.77
  • NAV = HK$11.87
  • Price /  NAV = 0.654 (35.6% Discount to NAV)
  • Price /  NAV (High) = 0.832
  • Price /  NAV (Low) = 0.566
  • Distribution Yield = 5.8%
  • Gearing Ratio = 33.2%
  • Occupancy Rate = 98.1%

Last Fundamental Analysis for Fortune REIT.

Fortune REIT Malls Location May29-2015Fortune REIT Occupancy Rate May29-2015Fortune REIT Debt Profile May 29-2015Fortune REIT WALE May29-2015

Currency Risk

SGD HKD Exchange Rate May30-2015


Fortune REIT Technical Analysis

Fortune REIT has dropped about 13% from the high of about HK$9.00 and currently just sitting on the 200D SMA support. Coincidentally this 200D SMA is also the 61.8% Fibonacci Retracement Support. Watch closely whether this support level holds. If yes, it may be a good entry level to those who are interest to invest in Fortune REIT for the 6% Dividend Yield.

2015May29-Fortune Reit HK$-800x600


Check out the hands on REIT Investing class here to learn how to conduct Fundamental Analysis and Technical Analysis on Singapore REIT. Equip yourself the financial knowledge on how to select a Fundamental strong REIT to generate consistent passive income.

Timing is very important in stock investing because you will still lose money when you invest in the market down trend. You can use Technical Analysis to identify the trend to maximize your profit and protect yourself from losing money.

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Singapore REIT Fundamental Analysis Comparison Table – 7 Sept 2014

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FTSE ST Real Estate Investment Trusts (FTSE ST REIT) Index changes from 764.31 to 775.28 compare to last post on Singapore REIT Fundamental Comparison Table on Aug 7, 2014. The index is trading above  200D SMA  and still consolidating within a range between 760 and 780, a Rectangle consolidation pattern. Watch closely these two support and resistances level to see whether there is a change in trend (if 760 support is broken) or continuation of the uptrend (if 780 resistance is broken).

FTSE ST REIT Index Sept6-2014

  • Price/NAV increases from 1.03 to 1.045 (slightly over value now)
  • Dividend Yield decreases from 6.55% to 6.46%.
  • Gearing Ratio increases from 33.17% to 33.42%
  • IREIT Global  traded on the Singapore Stock Exchange on Aug 13, 2014. (Opened $0.88 and closed at $0.895)
  • Added IREIT Global.



Singapore Interest Rate

Singapore Interest Rate Sept7-2014

Singapore 3 Months SIBOR

Singapore SIBOR 3 Months Sept7-2014


Under Watchlist

  1. CapitaCom Trust
  2. First REIT
  3. Fraser Centrepoint Trust
  4. Fortune REIT
  5. Lippo Mall Trust
  6. Starhill Global

2014Sept7-CapitaComm-800x6002014Sept7-FirstREIT-800x600Frasers Centrepoint Trust Sept 7-20142014Sept7-Fortune Reit HK$-800x600LMIR sept7-2-142014Sept7-Starhill Gbl-800x600


One of the key criteria for my watch list is the Gearing Ratio due to my low risk appetite. I do not like to have heart attack because I want my invested capital to be protected and prevent me from suffering a big drop due to right placement. In addition, a sudden hike in interest will have a knee jerk effect on the REIT with high gearing ratio.

If you want to find out how to make use of Gearing Ratio to protect your invested capital, how to invest safely in Singapore REIT to generate passive income, how the interest rate can affect your REIT investment, you can check out the a very pragmatic and educational public seminar here “Investing in Singapore REIT“.



Continue ReadingSingapore REIT Fundamental Analysis Comparison Table – 7 Sept 2014

Fortune REIT: Under Watchlist

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Fundamental Analysis of Fortune REIT:

Fortune REIT Malls Location May22-2014Fortune REIT Occupancy May22-2014Fortune REIT Trade Mix May22-2014Fortune REIT WADE May22-2014Fortune REIT WALE May22-2014

Technically Fortune REIT has started an uptrend after breaking out from a Falling Wedge and trade above the 200D SMA. 20D and 50D SMA are trending up.

2014May22-Fortune Reit HK$-800x600


Compare with other Singapore REITs, Fortune REIT is traded at the huge discount (35% to NAV). However the yield is not very attractive. There are better options with Value Pick and Risks Avoidance Singapore REITs, in terms of distribution yield and gearing ratio at the current price.

If you want to invest in Singapore REIT to generate passive income and totally confused with my analysis, you may want to check out about my Singapore REIT Investing public workshop here. It is better and safer to invest in the knowledge first before throwing the money into stock market by selecting the wrong REIT and investing in the wrong time.

Continue ReadingFortune REIT: Under Watchlist