I started serious Investing Journey in Jan 2000 to create wealth through long-term investing and short-term trading; but as from April 2013 my Journey in Investing has changed to create Retirement Income for Life till 85 years old in 2041 for two persons over market cycles of Bull and Bear.

Since 2017 after retiring from full-time job as employee; I am moving towards Investing Nirvana - Freehold Investment Income for Life investing strategy where 100% of investment income from portfolio investment is cashed out to support household expenses i.e. not a single cent of re-investing!

It is 57% (2017 to Aug 2022) to the Land of Investing Nirvana - Freehold Income for Life!


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Welcome to Ministry of Wealth!

This blog is authored by an old multi-bagger blue chips stock picker uncle from HDB heartland!

"The market is not your mother. It consists of tough men and women who look for ways to take money away from you instead of pouring milk into your mouth." - Dr. Alexander Elder

"For the things we have to learn before we can do them, we learn by doing them." - Aristotle

It is here where I share with you how I did it! FREE Education in stock market wisdom.

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Value Investing
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Technical Analysis and Charting
Stock Tips

Sunday, 24 June 2012

SAFE HAVEN IN REITs ???

Just For Thinking ....

Read? How to become rich in stocks??? (3)

One analyst's view:

As for REITs, OCBC’s Eli Lee likes CapitaMall Trust, which offers a dividend yield of 5.1%. The trust also has significant exposure to suburban retail malls that has proven to be resilient in macroeconomic downturns. It has also shown a good track record of executing its asset enhancement programmes, with the completion of the Bugis+ and Jcube shopping centres. Lee has a “buy” recommendation and a price target of $2.02.


Top 20 dividend-yield plays with market caps above $2B


Look for Rank  No 18

Keppel Corp offers dividend yield at 4.25% and secured order book as on Q1 2012 at $8.4B

I have found one good practical exercise:

Is 5.1% yield on 90% dividend payout ratio better than 4.25% yield on 51% dividend payout ratio?


How about comparing Kep Corp to top S-REIT - Sabana?

S-REITs

Do your own thinking














2 comments:

  1. Is the yield that high? Even sph yield is wrong

    ReplyDelete
  2. I think the person who has created the Table used full year 2011 gross dividend of $0.43 for Kep Corp and last Friday closing at $10.10 to get 4.25% dividend yield. Should be about right?

    ReplyDelete

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