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