罗国强Kenny
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老虎认证: 新交所的REIT讲师,新加坡独立理财及投资顾问。
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avatar罗国强Kenny
2023-04-09

新加坡房地产投资信托如何投?

新加坡房地产投资信托如何投?
avatar罗国强Kenny
2023-04-09

新加坡房托投资-四月分市场分析

Technical Analysis of FTSE ST REIT Index (FSTAS351020) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased from 734.05 to 747.06 (1.77%) compared to last month’s update. The REIT index is currently trading within a big symmetrical triangle with the red line resistance and blue line support.  Short-term direction: Sideways  Medium-term direction: Sideways  Long-term direction Down (200D SMA is sloping down) Immediate Support at 720 (symmetrical triangle support) Immediate Resistance at 760 (200D SMA resistance).  新加坡房托指数 Previous chart on FTSE ST REIT index can be found in the last post: Singapore REIT Fundamental Comparison Table on March 5th, 2023. Fundamental Analysis of 38 Singapore REITs The following is the compilation of 38 Singapore REI
新加坡房托投资-四月分市场分析
avatar罗国强Kenny
2023-01-09

新加坡房地产投资信托(SREIT)2023年展望

金钱与我:S-REITs 的 2023 年展望 哪些 SREITs 有望成为投资者在高利率环境中寻求弹性收益和增长机会的受益者?随着中国在重新开放边境方面迈出重要一步,是否终于到了囤积在中国市场曝光度高的公司的时候了? 与 Michelle Martin 一起开始新的一年,她与 REIT 专家兼独立财务顾问 Kenny Loh 谈论了他对 2023 年 SREIT 表现的看法,以及在此波动时期应避免的一些行业。 English interview can be found by copying this link  https://omny.fm/shows/moneyfm-midday-show/money-and-me-sreits-2023-outlook MoneyFM893 新加坡英语财经广播台 1:45 摩根大通对新加坡REITs持谨慎展望,预计 DPU(股利)下降和经济放缓打压股价表现。你的想法是什么?你同意? 是的我同意。但并非所有房地产投资信托基金都会受到同样程度的影响。这取决于个别房地产投资信托基金的表现及其管理。 然而,严重的经济衰退和/或高联邦基金利率可能会对房地产投资信托基金的表现产生更大的负面影响。 3:52 您认为哪些 REIT 类最具有防御性最抗跌的? 工业类。 WALE (加权平均租约期限 )相对较高,并且在过去几个季度提供了一致的 DPU。工业部门的租户因为工厂设备的建设和投资,不是说要搬就能够马上搬的。 最脆弱的:我认为是美国商业办公部门。例如,$宏利美国房地产投资信托(BTOU.SI)$ 宣布投资组合估值下降约 10%。 在美国,居家办公 趋势仍然存在,因此入住率仍然很低。由于联邦基金利率较高,估
新加坡房地产投资信托(SREIT)2023年展望
avatar罗国强Kenny
2022-12-30

全球股市动荡,新加坡有哪些股票值得投资?

全球股市动荡,新加坡有哪些股票值得投资? 新加坡股市在2022年相对来说是一个投资者的避风港, Kenny Loh, CFP® AEPP® IBFA MBA为你分析为什么新加坡股市为什么能够在这场股市暴风雨中安然渡过呢?每个熊市之后会迎来牛市的到来,新加坡股市有哪些价廉物美的股票值得投资呢?散户投资者应该有什么策略进场来降低风险呢? 点击链接进入直播室。全球股市动荡,新加坡有哪些股票值得投资? $星展集团控股(D05.SI)$ $华侨银行(O39.SI)$ $大华银行(U11.SI)$ Kenny Loh现任职于新加坡某独立理财顾问公司的一位财富管理副总监,他也是一个持牌的#国际金融理财顾问 (CFP®) 和新加坡REIT投资专家,现协助客户管理约三千万新元的投资。 Kenny 拥有工商管理和电子工程双硕士学位。
全球股市动荡,新加坡有哪些股票值得投资?
avatar罗国强Kenny
2022-12-29
全球股市动荡,新加坡有哪些股票值得投资? 新加坡股市在2022年相对来说是一个投资者的避风港, Kenny Loh, CFP® AEPP® IBFA MBA为你分析为什么新加坡股市为什么能够在这场股市暴风雨中安然渡过呢?每个熊市之后会迎来牛市的到来,新加坡股市有哪些价廉物美的股票值得投资呢?散户投资者应该有什么策略进场来降低风险呢? 点击链接进入直播室。 全球股市动荡,新加坡有哪些股票值得投资? $星展集团控股(D05.SI)$ $华侨银行(O39.SI)$ $大华银行(U11.SI)$ Kenny Loh现任职于新加坡某独立理财顾问公司的一位财富管理副总监,他也是一个持牌的#国际金融理财顾问 (CFP®) 和新加坡REIT投资专家,现协助客户管理约三千万新元的投资。 Kenny 拥有工商管理和电子工程双硕士学位。
avatar罗国强Kenny
2022-12-19
三个基本重点,房托投资者需知!
@罗国强Kenny:投资者投资房地产投资信托(REITs)之前必须了解的3个重要点
avatar罗国强Kenny
2022-12-17
解封之后,旅客会越来越多带动新加坡的零售业。新加坡房托也因此收益!
@罗国强Kenny:投资新加坡乌节路房地产的黄金地段
avatar罗国强Kenny
2022-12-12

后疫情时代,是时候投资新加坡零售房托基金了吗?

 疫情期间的阻断措施对旅游和零售业的打击非常大,我们看到许多零售店由于营运困难而倒闭,新加坡零售房托基金也因此导致减少股息派发而导致股价疲弱。现在新加坡已经全面开放经济,旅游业,餐饮业,零售业也重现生机。然而,由于美联储在短时间内大幅度的升息而可能导致全球经济进入衰退,现在入场零售房托基金安全吗?如果投资者有这些疑问,新加坡REIT投资专家KENNYLOH 一一为你分析。 点一下链接进入直播: 后疫情时代,是时候投资新加坡零售房托基金了吗    Kenny Loh现任职于新加坡某独立理财顾问公司的一位财富管理副总监,他也是一个持牌的国际金融理财顾问(CFP®)和新加坡REIT投资专家,现协助客户管理约三千万新元的投资。 Kenny 拥有工商管理和电子工程双硕士学位。 总结: [惊讶] 新加坡零售业已经恢复甚至超越疫情之前。 [财迷] 新加坡零售房托股息派发持续增长,但是股价还没恢复到疫情前的股价,还有10-20%的上涨空间。 [微笑] 零售房托的平均股息收益率是7.1% [爱你] 中国旅客的到来预计会增加新加坡零售房托的股息。 $凯德商用新加坡信托(C38U.SI)$ $星狮地产信托(J69U.SI)$
后疫情时代,是时候投资新加坡零售房托基金了吗?
avatar罗国强Kenny
2021-12-05

新加坡房地产投资信托基金每月更新(12月5日至2021年12月)

Technical Analysis of FTSE ST REIT Index (FSTAS351020)FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) decreased slightly from 872.79 to 843.73 (-3.33%) compared to thelast month update. Currently the Singapore REIT index is still trading with a range between 816 and 890. As for now, Short term direction: Down. Medium direction: Sideways. Immediate Support at 835, followed by 816. Immediate Resistance at 890. Previous chart on FTSE ST REIT index can be found in the last post:Singapore REIT Fundamental Comparison Tableon November 7, 2021.Fundamental Analysis of 40 Singapore REITsThe following is the compilation of 40 Singapore REITs with colour coding of the Distribution Yield, Gearing Ratio and Price to NAV Ratio. Note 1: The Financial Ratio are based on past data and there are l
新加坡房地产投资信托基金每月更新(12月5日至2021年12月)
avatar罗国强Kenny
2021-12-01

Singapore REIT Bubble Charts December 2021

These Bubble Charts are used to show the “relative” positions compared to other Singapore REITs and give additional hidden information to help in my research and analysis. Distribution Yield vs Price/NAV ** (Value Pick) Gearing Ratio vs Price/NAV (Risk Avoidance) Gearing Ratio vs Interest Coverage Ratio (Risk Avoidance) ** Distribution Yield are lagging. Distribution Yield vs Price/NAV Distribution Yield is based on TTM (trailing twelve months) basis. Therefore it is a lagging indicator. Gearing Ratio vs Price/NAV Gearing Ratio vs Interest Coverage Ratio A slight correlation between Gearing Ratio and ICR can be observed. The lower the Gearing Ratio, the higher the ICR. Compare to previous Singapore REIT Bubble Chartshere! Disclaimer: The analysis is for Author’s own use and NOT t
Singapore REIT Bubble Charts December 2021
avatar罗国强Kenny
2021-11-20

Exclusive Insights: Interview with ALOG REIT CEO, Ms Karen Lee

In this coverage of the ESR-REIT and ARA LOGOS Logistics Trust merger, I had the opporutnity to speak to Ms Karen Lee, CEO of ALOG REIT on the 8 November 2021. Cold Storage Logistics [Editors note:Cold Storage Facilities are facilities that store frozen or chilled goods, such as frozen food, chilled food and pharmeceuticals.Demand for such facilities around the world is high, especially nowadays since the COVID-19 Vaccines are in high demand and most of them require such facilities.] Kenny: I heard that Cold Storage Logistics are a new asset class, just like Data Centres. What do you think about the future growth of this sector, and would there be any rerating of the REIT as this asset class is added into your portfolio? Karen: I wouldn’t say Cold Storage and Data Centres are the&nbs
Exclusive Insights: Interview with ALOG REIT CEO, Ms Karen Lee
avatar罗国强Kenny
2021-11-14

Exclusive Insights: Q&A during Manulife US REIT Operational Update

On 3 November 2021, $宏利美国房地产投资信托(BTOU.SI)$ Manulife US REIT (“MUST”) [SGX:BTOU] released its operational updates for the third quarter ended 30 September 2021.I have been invited for a call with the management team for updates on MUST’s 3Q 2021 operations as well as on the U.S. office landscape. I would like to thank Manulife US REIT for this opportunity.Q&A SectionIn this section I’ll be touching on selected questions regarding MUST’s operations, and their outlook moving forward.Q: Just wondering, what is your outlook on acquisitions, will you be able to complete an acquisition this year or maybe by next year?A: We’ve looked through 46 properties this year, and we are definitely getting closer to finding properties that w
Exclusive Insights: Q&A during Manulife US REIT Operational Update
avatar罗国强Kenny
2021-11-12

Exclusive Insights: Interview with ESR REIT CEO, Mr Adrian Chui

On the 26th October 2021, I had the opportunity to speak to Mr Adrian Chui, CEO and Executive Director of ESR REIT. As you may have known, the recent announcement of ESR REIT’s proposed Merger with ARA LOGOS Logistics Trust has sparked many questions amongst investors. Proposed merger of ESR REIT with ARA LOGOS Logistics Trust: Resources Proposed merger with ARA LOGOS Logistics Trust Presentation Slides – ESR REIT Proposed merger with ESR REIT Presentation Slides – ARA LOGOS Logistics Trust MoneyFM 89.3 Radio Interview covering the REIT mergers Frequently Asked Questions – Proposed Merger Of ESR-REIT And ARA LOGOS Logistics Trust By Way Of A Trust Scheme Of Arrangement During my visit to ESR Bizpark @ Changi, on behalf of investors, in an interview with Mr Adrian Chui and Ms Charlane-Ja
Exclusive Insights: Interview with ESR REIT CEO, Mr Adrian Chui
avatar罗国强Kenny
2021-11-11

Singapore REIT Monthly Update (Nov 07 – 2021)

Technical Analysis of FTSE ST REIT Index (FSTAS351020) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased slightly from 842.13 to 872.79 (+3.64%) compared to thelast month update. Currently the Singapore REIT index is still trading with a range between 816 and 890. As for now, Short term direction: Up. Medium direction: Sideway. Immediate Support at 816, followed by 775. Immediate Resistance at 890. Previous chart on FTSE ST REIT index can be found in the last post:Singapore REIT Fundamental Comparison Tableon October 3, 2021. Fundamental Analysis of 38 Singapore REITs The following is the compilation of 38 Singapore REITs with colour coding of the Distribution Yield, Gearing Ratio and Price to NAV Ratio. Note 1: The Financial Ratio are based on past data and there ar
Singapore REIT Monthly Update (Nov 07 – 2021)
avatar罗国强Kenny
2021-10-05

Singapore REIT Monthly Update (Oct 05 – 2021)

Technical Analysis of FTSE ST REIT Index (FSTAS351020)FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) decreased slightly from 876.88 to 842.13 (-3.96%) compared to thelast month update. Currently the Singapore REIT index is still trading with a range between 816 and 890. As for now, Short term direction: Sideway. Immediate Support at 816, followed by 775. Immediate Resistance at 890. Previous chart on FTSE ST REIT index can be found in the last post:Singapore REIT Fundamental Comparison Tableon September 4, 2021.Fundamental Analysis of 38 Singapore REITsThe following is the compilation of 38 Singapore REITs with colour coding of the Distribution Yield, Gearing Ratio and Price to NAV Ratio. Note 1: The Financial Ratio are based on past data and there are lagging indicators. Note
Singapore REIT Monthly Update (Oct 05 – 2021)
avatar罗国强Kenny
2021-09-27
我的直播即将于 2021-09-27 20:00:00 开始,欢迎围观!
直播:数字经济浪潮下,有哪些REITs可以投资?
avatar罗国强Kenny
2021-09-27

数字经济浪潮下,有哪些REITs可以投资?

疫情期间的阻断措施对旅游和零售业的打击非常大,许多REITs的股息都受到极大的冲击。与此同时,疫情也加速数字经济的到来,拥有数字中心, 物流,仓库的REITs马上变成亮点,受到许多投资者的追捧。这些REITs还可以投资吗?9月27日晚8点,让新加坡REIT投资专家KENNY LOH一一为你分析。 https://www.laohu8.com/m/live/16323772622206
数字经济浪潮下,有哪些REITs可以投资?
avatar罗国强Kenny
2021-08-22

孙子兵法也可用在投资上:知己知彼,百战不殆!

以下个人投资四个重要因数:(1) 投资的目的(2) 投资的时限(3) 个人投资风险承担能力 (高,中,地 )(4) 你对各种投资组合,股票有多深入的了解。孙子兵法:知己知彼,百战不殆!在股票市场,不知己不知彼, 肯定惨败!
孙子兵法也可用在投资上:知己知彼,百战不殆!
avatar罗国强Kenny
2021-06-08

5 S-REITs whose NAV is on a declining trend

Disclaimer: This article is based on observations on past trends. It is not a prediction on future events that may happen in the REITs space. Please seek your financial advisor for advice.According to Investopedia, Net Asset Value is equal to a fund’s or company’s total assets minus liabilities, divided by no. of shares. In other words, NAV = (Assets – Liabilities) / Total number of outstanding shares. NAV is usually calculated by REITs semi-annually or quarterly. Using individual REIT data anddata from the StocksCafe REIT screener, below are 5 REITs whose Net Asset Value is on a downtrend since Q1 2015. The below table shows the % Reduction in NAV in 6 years, between Q1 2015 and Q1 2021.% Change in NAV for the 5 REITs from Q1 2015 to Q1 2021.Below is an overview of the 5 REITs listed abov
5 S-REITs whose NAV is on a declining trend
avatar罗国强Kenny
2021-02-23

投资新加坡乌节路房地产的黄金地段

新加坡乌节路(Orchard Road)聚集了许多高尚的名字,例如高岛屋(Takashimaya),百丽宫 (Paragon),新加坡广场 (Plaza Singapura),313 @ Somerset。很多人是没有办法在这些高档的商业拥有优质的房地产的。但是,借助新加坡房地产信托基金 (S-REIT),您可以投资新加坡地理位置最优越和最大的零售区的一部分。新加坡乌节路圣诞节的路面装饰在乌节路, 除了零售商业广场外,附近还有酒店和办公室房地产投资信托基金。以下是乌节路的十个REIT的简介和地理位置供读者参考。零售/综合开发凯德商用新加坡信托 (Capitaland Integrated Commercial Trust) 是新加坡市值最大的房地产投资信托。 这个综合商业信托毗邻 Dhoby Ghaut 地铁站,其投资组合包括乌节路的 The Ortrium @ Orchard 和 Plaza Singapura。凭借 Spotlight和 Golden Village 等大型租户,这两个物业的总估值为20.4亿新元。$升禧环球房地产投资信托(P40U.SI)$ Starhill Global REIT 的投资组合包括乌节路旁的Wisma Atria和Ngee Ann City。两者都是集成的零售和办公开发,包括诸如Takashimaya百货商店等主租户。它们毗邻乌节地铁站,总物业估值为20.62亿新元。$全球商业地产投资信托(JYEU.SI)$ 313 @ Somerset位于Somerset MRT的正上方,
投资新加坡乌节路房地产的黄金地段

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