Problem with reits, is that they have to distribute out 90% of their profits as dividends. This leaves them not much money should they want to buy new properties to expand. That’s why they have to issue rights every time they want to buy new properties. Maybe they can have reits that distributes out 80% of their profits and can keep 20% for buying new properties
I saw news about MAS doing market reform to revitalize Singapore stock market. Can you make an episode about their plans, because I could not find much information online?
Great discussion as always. If it's any consolation, there are a lot of Hong Kong companies who are family majority owned and they treat the minority shareholders with little regard also. That's not just a Singapore issue. Full credit to SGX though in diversifying the offerings on SGX beyond equities over the past several years. While that doesn't solve the local listing issue, it does make the local exchange more valuable and dynamic overall. Especially good if you own shares in SGX!
Thanks Mel! Yes, the SGX has done really in diversifying its offerings. For example, not many may know that SGX is Asia's largest exchange for FX futures and options!
It is not S$ appreciation, if is MOS adjusting the exchange that is Singapore monitor policy unlike other countries who use interest rate as monitoring policy
Over 20 years ago, it was a daily routine for SGX Exchange to hit S$2b to S$3b or even above S$4b. Then, it had around 900 companies with a market capitalization close to S$1 trillion! It now struggles even to achieve S$1.5 b, and a much lower market cap. Sigh! Yes, it needs more than radical reform to equal or better than the good old days!!!
Hi new to reits/singapore stocks and wanted to know, do reits still hold up today 2024? I'm looking at all the value of reits in singapore over the last 5 years and all of them have the same pattern of plummeting. Eg. iEdge S-REIT Leaders Index was $1.01 per share in 2021 and in 2024 sept it dropped to $0.718. I understand that ppl buy reits for the payouts and dividends, but I find it hard to believe the dividends can offset a -30% downtrend. I guess I'm asking, what determines a good reit investment? And why should I buy it over a dividend stock with increasing equity?
Thanks for asking! You can refer this guide for a good overview of how to pick a good REIT: fifthperson.com/singapore-reits/ Some investors might prefer a REIT over a dividend stock due to the generally higher yields REITs offer, as they are required to distribute 90% of their income to shareholders.
Singapore banks and REITs have been performing decently well. Toward the end of our discussion, we explored potential strategies for further growth in the Singapore stock market. These included enacting more minority shareholder-friendly regulations, encouraging tech companies to dual-list in Singapore, and possibly developing a more robust ETF market.
Today market is mean for traders With China waking up, traders are eyeing on China stocks trading in HK Exchange Many kena conned & stucked money in DBS,OCBC, UOB or REITS LOL watching the 30% rally ... haha
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As an Australian investor, I found this very informative and helpful. Thank you 🙏
Problem with reits, is that they have to distribute out 90% of their profits as dividends. This leaves them not much money should they want to buy new properties to expand. That’s why they have to issue rights every time they want to buy new properties. Maybe they can have reits that distributes out 80% of their profits and can keep 20% for buying new properties
I like reits for passive income but they have too many rights issues
Distribute 80% of their profit , then dividend is not attractive
Excellent sharing.
The problems of family manage business is very true.
Hope MAS will take note of all these issues.
Guys, I love your channel and the valuable insights you guys are sharing. Congrats and will be looking forward for more. Cheers! 🍾
Thank you so much! Your support means a lot to us! 😊
This was an excellent assessment of the Singapore stock market. I 100% agree with your views as expressed this evening.
Thank you!!
I saw news about MAS doing market reform to revitalize Singapore stock market. Can you make an episode about their plans, because I could not find much information online?
We discussed this recently! th-cam.com/video/hdL8lnBymTM/w-d-xo.html
well, even if they give back higher dividend, the major shareholder willl benefits more in this case too.
Halo Rusmin, hope your left wrist is ok.
Thank you! It's good!
Great discussion as always. If it's any consolation, there are a lot of Hong Kong companies who are family majority owned and they treat the minority shareholders with little regard also. That's not just a Singapore issue. Full credit to SGX though in diversifying the offerings on SGX beyond equities over the past several years. While that doesn't solve the local listing issue, it does make the local exchange more valuable and dynamic overall. Especially good if you own shares in SGX!
Thanks Mel! Yes, the SGX has done really in diversifying its offerings. For example, not many may know that SGX is Asia's largest exchange for FX futures and options!
Good and useful feedback for retail investors and SGX.
Very useful session. Thank you!!
Glad it was helpful!
It is not S$ appreciation, if is MOS adjusting the exchange that is Singapore monitor policy unlike other countries who use interest rate as monitoring policy
Sgd was increasingly becoming stronger wrt USd over the last ten years. No forex risk
Thanks for the discussion. It is helpful to me.
You are welcome!
Over 20 years ago, it was a daily routine for SGX Exchange to hit S$2b to S$3b or even above S$4b. Then, it had around 900 companies with a market capitalization close to S$1 trillion! It now struggles even to achieve S$1.5 b, and a much lower market cap. Sigh! Yes, it needs more than radical reform to equal or better than the good old days!!!
Hi new to reits/singapore stocks and wanted to know, do reits still hold up today 2024? I'm looking at all the value of reits in singapore over the last 5 years and all of them have the same pattern of plummeting.
Eg. iEdge S-REIT Leaders Index was $1.01 per share in 2021 and in 2024 sept it dropped to $0.718. I understand that ppl buy reits for the payouts and dividends, but I find it hard to believe the dividends can offset a -30% downtrend.
I guess I'm asking, what determines a good reit investment? And why should I buy it over a dividend stock with increasing equity?
Thanks for asking! You can refer this guide for a good overview of how to pick a good REIT: fifthperson.com/singapore-reits/
Some investors might prefer a REIT over a dividend stock due to the generally higher yields REITs offer, as they are required to distribute 90% of their income to shareholders.
They plummet due to rising of interest rates. I did enter a small portion of my cash for reits but im not DCA it. It could still go a little lower imo
Over the years Singapore Stocks have not followed USA stock which had more than double why is the issues
Rusmin - did you hurt your hand?
1st
🥇
Discussion went sideways.. 😂😂😂 Which sector in Singapore is growing?
Singapore banks and REITs have been performing decently well. Toward the end of our discussion, we explored potential strategies for further growth in the Singapore stock market. These included enacting more minority shareholder-friendly regulations, encouraging tech companies to dual-list in Singapore, and possibly developing a more robust ETF market.
the answer to the title of the view is NO.
Today market is mean for traders
With China waking up, traders are eyeing on China stocks trading in HK Exchange
Many kena conned & stucked money in DBS,OCBC, UOB or REITS LOL
watching the 30% rally ... haha