tag:blogger.com,1999:blog-28021668.post5908189638822883748..comments2023-10-12T21:12:41.408+08:00Comments on Value Investment - Musicwhiz's Journey: Musicwhizhttp://www.blogger.com/profile/10950754156386935254noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-28021668.post-26815622000759060402008-08-17T22:30:00.000+08:002008-08-17T22:30:00.000+08:00Hi bk,Suntec REIT was my very first foray into inv...Hi bk,<BR/><BR/>Suntec REIT was my very first foray into investing, and I bought it during the IPO in Dec 2004. I see it as a long-term investment which will give steady DPU appreciation over time (and so far it has increased DPU every quarter since listing). Other than this, I am not really assessing REITS at the moment, so I cannot comment whether they are attractive at this point in time.<BR/><BR/>Cheers,<BR/>MusicwhizMusicwhizhttps://www.blogger.com/profile/10950754156386935254noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-62176612061993059402008-08-15T12:36:00.000+08:002008-08-15T12:36:00.000+08:00Hi Musicwhiz,Any reasons why you chose Suntec REIT...Hi Musicwhiz,<BR/><BR/>Any reasons why you chose Suntec REITs and not any other REITs?<BR/><BR/>Thinking of entering into Suntec REITs too to diversify my REITs exposure.<BR/><BR/>Rgds,<BR/>bkAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-28021668.post-62793976188973409042008-07-17T19:33:00.000+08:002008-07-17T19:33:00.000+08:00Hi wisdomw,Well let me get the hard copy Annual Re...Hi wisdomw,<BR/><BR/>Well let me get the hard copy Annual Report then I will verify that figure. It might indeed be a "bargain" by your definition.<BR/><BR/>Regards,<BR/>MusicwhizMusicwhizhttps://www.blogger.com/profile/10950754156386935254noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-35585378249147076832008-07-16T15:27:00.000+08:002008-07-16T15:27:00.000+08:00Hi musicwhiz, My analysis of PA annual report show...Hi musicwhiz, <BR/><BR/>My analysis of PA annual report shows a NAV of HKD3.94 based on share price of HKD2.55 (SGD 0.44), which translate to a P/B of 0.65. <BR/><BR/>Is my analysis wrong or does PA looks like a rare asset play?Anonymousnoreply@blogger.com