EC World Reit in Focus

EC World Reit in Focus

EC World Reit (BWCU) (27/04/17) close: S$0.76 12M-Target price: S$ – (Lacking of financial data to predict) Distribution Yield: 7.10%  1.) Type of Reit: Industrial Reit (Mainly E-commerce and logistics purposes) 2.) Number of property in the portfolio: EC World Reit has 6 properties in HangZhou, China.  3.) Countries that the business operates in: China 4.) Weighted average lease expiry (WALE) profile: 5.) Debt maturity profile: 2.6 years 6.) Challenges: Concentration risk. The REIT’s properties are all concentrated within China, and in particular Hangzhou. Four of the assets – Chongxian Port Investment (CPI), Chongxian Port…

Keppel DC Reit In Focus

Keppel DC Reit In Focus

KEPPEL DC REIT (AJBU) (5/01/17) close: S$1.22 12M-Target price: S$1.30 Distribution Yield: 6.36%  1.) Type of Reit: Production of data centres 2.) Number of property in the portfolio: Australia (3), Germany (1), Ireland(1), Malaysia (1), Singapore (2), Netherlands (1), UK (1). As at end 2015, the total portfolio presence in Asia, made up of two assets in Singapore and one in Malaysia, represented about $491.5 million (45.9%) of Keppel DC REIT’s total portfolio value. Keppel DC REIT owns 4 assets in Europe and 3 Assets in Australia, valued at approximately $299.1…

Far East Hospitality Trust in Focus

Far East Hospitality Trust in Focus

Far East Hospitality Trust (Q5T) (22 Dec 2016) Close price: S$o.590 12M-Target price: S$0.60 Distribution Yield: 7.93% – 1.) Type of Reit: Hospitality Trust 2.) Number of property in the portfolio:   8 Hotels, 4 Serviced Residences:  Far East H-REIT has 2,461 hotel rooms and 368 serviced residence units in its portfolio, offering investors an opportunity to invest in the largest portfolio of hospitality assets in Singapore by asset value. The portfolio provides an attractive investment opportunity for investors to benefit from a balanced portfolio of hospitality assets targeting both short-term stays…

ParkwayLife REIT In Focus

ParkwayLife REIT In Focus

ALP INVESTMENT CLUB ParkwayLife Reit (C2PU) (15 Dec 2016) close price: S$2.38 12M-Target price: S$2.45 Distribution Yield: 4.87% – 1.) Type of Reit: Healthcare REIT 2.) Number of property in the portfolio:   3 strategically-located world-class local private hospitals in Singapore.  43 high quality healthcare properties in Japan. 1 healthcare property in Malaysia.   3.) Countries that the business operates in:  4.) Top 3 properties that generates the highest revenue (Decreasing order):  Mount Elizabeth Hospital Gleneagles Hospital Parkway East Hospital 5.) Weighted average lease expiry (WALE) profile: Defensive lease structure with WALE of 9.12…

Suntec Reit in focus

Suntec Reit in focus

ALP REIT INVESTMENT CLUB Suntec reit (T82U) (13 OCT 2016) close price: S$1.705 12M-Target price: S$1.71 Distribution Yield: 4.36% – 1.) Type of Reit: Retail & Office REIT 2.) Number of property in the portfolio:  6 properties in total. Suntec REIT’s portfolio comprises 60.8% interest in Suntec Singapore, a one-third interest in One Raffles Quay, a one-third interest in Marina Bay Financial Centre Towers 1 and 2 and the Marina Bay Link Mall (the “MBFC Properties”) and 30.0% interest in Park Mall. Suntec REIT also holds a 100% interest in…

Cambridge Industrial Trust In Focus

Cambridge Industrial Trust In Focus

ALP REIT INVESTMENT CLUB Cambridge Industrial Trust (J91U) (24 July 2016) close price: S$0.56 12M-Target price: S$0.55 Distribution Yield: 8.44% 1.) Type of Reit: Industrial REIT 2.) Number of property in the portfolio: 51 properties 3.) Countries that the business operates in: Singapore only 4.) Top 5 properties that generates the highest revenue (Decreasing order): 24 Jurong Port Road (Singapore) contributes 6.86% 3 Pioneer Sector 3 (Singapore) contributes 6.77% 30 Toh Guan Road (Singapore) contributes 5.26% 4/6 Clementi Loop (Singapore) contributes 4.90% 16 Tai Seng Street (Singapore) contributes 4.90% 5.)…