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Which Reit is better?. Should decision based on the Highest DPU, best Yield?. thanks
Thanks punter2006. Anyone has any idea for the drastic drop for Fortune?
punter2006, Thanks for your post. It's really helpful.
For those that hold REITs, here's the comparison on their Distributable Income:
|
REIT |
Period |
DPU ct |
Price |
Yield |
NAV |
Assets Type |
|---|---|---|---|---|---|---|
|
First REIT |
FY07 - IPO |
6.51 |
S$0.735 |
8.857% |
S$0.865 |
Hospitals + Hotel (Indonesia) |
|
Cambridge |
Q4 : Dec-06 |
1.422 |
S$0.84 |
6.717% |
S$0.67 |
Industrial |
|
Fortune |
2H : Dec-06 |
16.73 |
HK$5.30 |
6.313% |
HK$8.36 |
Malls (HK) |
|
A-REIT |
Q3 : Dec-06 |
3.20 |
S$2.32 |
5.517% |
S$1.33 |
Industrial |
|
MMP |
Q4 : Dec-06 |
1.47 |
S$1.19 |
4.941% |
S$1.14 |
Malls + Office |
|
AllCo |
2H : Dec-06 |
3.05 |
S$1.15 |
5.304% |
S$1.17 |
Malls + Office (S'pore and Aust) |
|
MapleTree |
Q4 : Dec-06 |
1.45 |
S$1.25 |
4.640% |
S$0.72 |
Industrial |
|
Suntec |
Q1 : Dec-06 |
1.963 |
S$1.82 |
4.280% |
S$1.41 |
Malls + Office |
|
CMT |
Q4 : Dec-06 |
3.35 |
S$3.52 |
3.776% |
S$1.87 |
Malls + Office |
|
CDL HTrust |
2H : Dec-06 |
2.89 |
S$1.94 |
3.273% |
S$1.03 |
Hotels |
|
FrasersCT |
Q4 : Dec-06 |
1.54 |
S$1.78 |
3.461% |
S$1.09 |
Malls |
|
AscottREIT |
2H : Dec-06 |
3.17 |
S$2.03 |
3.123% |
S$1.33 |
Serviced Apts (Regional) |
|
CCT |
Q4 : Dec-06 |
2.04 |
S$2.85 |
2.842% |
S$1.86 |
Office |
|
CapitaRChina |
FY07 - IPO |
6.13 |
S$2.89 |
2.121% |
S$0.98 |
Malls (China) |
|
K-REIT |
2H : Dec-06 |
3.47 |
S$3.00 |
2.313% |
S$2.00 |
Office |
NOTES :
- Mkt Price is as on 16-Mar-07
- MapleTree : DPU 1.83cts for 1-Oct-06 to 24-Jan-07 due to Equity Fund Raising Exercise
- First REIT : SGX Waiver for FY06 Results
- CDL HTrust : 12-Jun-06 to 31-Dec-06 ; Annualised DPU = 6.35cts
- Suntec : Annualised DPU = 7.79cts
- CCT : DPU payout = 2.7cts for 1-Sep-06 to 31-Dec-06. Above table uses Q4 DPU ; Annualised DPU = 8.10cts
- Cambridge : Annualised DPU = 5.642cts
- CMT : Annualised DPU = 13.29cts