AIMSAMPIReit   

This counter good for long term dividen yield

looks good... http://singaporeanstocksinvestor.blogspot.com/2010/08/aims-amp-capital-industrial-reit-rights.html

 

RIGHTS ISSUE COMING RO FUND THE ACQUISITION

MEETING SCHEDULED ALREADY .....

 

 

Thanks for the note, Jeremyow.

 

Hoped to learn more from the seniors.

 

 

Whether good or bad will depend on the future decisions made by the management. It is not easy to predict into the future. At least for now, this counter is relatively safe because of it's low gearing and no major refinancing risk due for next year, relatively stable property rental income from it's properties (supported by maintenance of reasonable average occupancy level for all properties at the moment).

Still have to see how management works from now on for their future plans and actions to grow the REIT. Hope they manage their capital deployment wisely (neither too conservative nor too aggressive) to grow the REIT at a comfortable pace making acquisitions of new quality performing assets and divestment of underperforming assets so as to redeploy their capital into performing assets, and also carry out suitable asset enhancement programs to enhance rental income yield. Also, have to see how they prepare their refinancing plan from now until end of next year for refinance existing debt due in future (whether they can secure more diversified good financial sources for refiancing loans or getting future loans).

If they should meet up or exceed all expectations, then it maybe worthy to invest long term with this REIT. Watch for how things develop.

 

I am curious about it's long term performance  and if it is a good counter to buy.

9-10% p.a. is very generous leh