cheong kai liang's comment on AXREIT. All Comments
cheong kai liang
1 Like · Reply
what happen ?
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5 years · translate ·
Philip Lkc
Private placement 20% of its total share
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WY Ryan
Private placement? What does it mean?
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naoki ong
z.z.z fund raising for private placement after I bought it..
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yutaka tong
axreit is overvalue
1 Like · 5 years · translate
ST T
should sell or keep?
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naoki ong
yutaka. buying for dividend but didn't expect the price to go down since they just acquire new building
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Remus AK
placement price at 1.75, so low. profit & div will be diluted :(
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yutaka tong
axreit price is overvalue just like igbreit. now the price is going down
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My5Cent
@yukata tong, may I know what the average p/e for reits? and where you get the data? thanks!
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Gabe sh K
yutaka if overvalued then what is the Intrinsic value of this share price?
1 Like · 5 years · translate
yutaka tong
compare with kipreit and amfirst reit, axreit price to book value is 1.30 consider high
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My5Cent
hmm..but amfirst roe is too low and it's downtrending net revenue is worrying and kipreit still relatively new
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yutaka tong
amfirst is for dividend purposes not expecting capital gain. kip is growing fast with more new malls
1 Like · 5 years · translate
yutaka tong
axreit got little cash on hand with a big debts ratio. the price will slowly adjust its value
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My5Cent
amfirst have been on downtrend in its price for at least 7 years as well as their profit and dividend declared. may I know what's make you think amfirst is suitable for dividend investing?
1 Like · 5 years · translate
My5Cent
also kipreit mainly focus on mall right? afaik, amazon is coming to sg, potentially aiming for Malaysia market. mall, big or small in the us suffered due the booming of Amazon. I was interested with kip but after Amazon confirm entering sg, I decided to stay sideline first.
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2 Like · 5 years · translate
My5Cent
as for axreit gearing ratio around 40%, imo it's acceptable, for my preference. <45%
if not mistaken, amfirst gearing ratio is >45% tho
1 Like · 5 years · translate
yutaka tong
as usual, reits is a long-term dividend category. nothing much to worry
1 Like · 5 years · translate
My5Cent
I do agree dividend investing is long term but amfirst financial seems bit too risky too my liking. anyway, good luck with your choices!
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Edison Cheah
amfirst??? now is 6% next year will be 5% and capital loss as well!
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WY Ryan
Ya edison, better sell all haha
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