Dear all,
Reits as represented by the FTSE ST Real Estate Investment
Trust has appreciated about 36.7% YTD. (Note: This return is calculated by
using 31 Dec 12 px against 30 Dec 11 px. Thus, if we only start buying reits at
the later part of the year, the returns would likely be much lower.)
Trust has appreciated about 36.7% YTD. (Note: This return is calculated by
using 31 Dec 12 px against 30 Dec 11 px. Thus, if we only start buying reits at
the later part of the year, the returns would likely be much lower.)
For readers who are interested in Reits as core holdings,
below are my personal compilation of reits sorted by total potential return
& dividend yield
below are my personal compilation of reits sorted by total potential return
& dividend yield
Best wishes to you and your family in 2013 ahead!
1. Reits sorted by total potential return
Short Name |
CRNCY | Last Price | Ave analyst TP |
Chg from ave analyst TP |
52 Wk High | 52 Wk Low | Adj Mkt Cap | Est Cur Year PE | Est Div Yield | YTD Total Return (%) |
Est Cap gain + Div Yield (%) |
Saizen Reit | SGD | 0.18 | 0.206 | 16% | 0.178 | 0.127 | 252.5 | 13.9 | 7.0% | 38% | 23.0% |
Lippo Malls | SGD | 0.49 | 0.543 | 11% | 0.495 | 0.345 | 1,074.0 | 13.2 | 6.1% | 49% | 17.0% |
Mapletree Indust |
SGD | 1.36 | 1.465 | 8% | 1.445 | 1.050 | 2,216.9 | 15.5 | 6.5% | 36% | 14.3% |
Ascendas Hospita |
SGD | 0.94 | 0.995 | 6% | 0.940 | 0.860 | 751.3 | 40.7 | 7.6% | NA | 14.0% |
Cdl Reit | SGD | 1.91 | 2.056 | 8% | 2.120 | 1.565 | 1,850.3 | 16.6 | 6.0% | 32% | 13.6% |
Ascendas India T |
SGD | 0.77 | 0.820 | 7% | 0.860 | 0.690 | 697.8 | 15.0 | 6.4% | 19% | 13.6% |
Starhill Global |
SGD | 0.79 | 0.845 | 8% | 0.795 | 0.565 | 1,525.3 | 17.1 | 5.5% | 48% | 13.1% |
Cache Logistics |
SGD | 1.24 | 1.314 | 6% | 1.270 | 0.960 | 867.5 | 18.7 | 6.7% | 40% | 13.1% |
Mapletree Log Tr |
SGD | 1.14 | 1.216 | 7% | 1.180 | 0.845 | 2,767.3 | 15.8 | 6.1% | 44% | 12.8% |
Sabana Shariah |
SGD | 1.14 | 1.183 | 4% | 1.150 | 0.875 | 727.0 | 14.0 | 8.2% | 42% | 12.5% |
Mapletree Commer |
SGD | 1.22 | 1.309 | 7% | 1.270 | 0.850 | 2,282.7 | 21.0 | 4.9% | 52% | 12.2% |
Hutchison Port-U |
USD | 0.79 | 0.816 | 3% | 0.865 | 0.620 | 8,415.9 | 23.6 | 8.3% | 38% | 11.6% |
Frasers Commerci |
SGD | 1.31 | 1.363 | 4% | 1.310 | 0.740 | 844.0 | 21.4 | 5.7% | 88% | 10.1% |
Religare Health |
SGD | 0.89 | 0.970 | 9% | 0.900 | 0.760 | 701.4 | 5.0 | NA | NA | 9.0% |
Ascott Residence |
SGD | 1.37 | 1.395 | 2% | 1.370 | 0.980 | 1,559.9 | 16.9 | 6.4% | 49% | 8.6% |
Capitamall Trust |
SGD | 2.15 | 2.233 | 4% | 2.250 | 1.685 | 7,431.3 | 23.9 | 4.5% | 33% | 8.4% |
Parkwaylife Reit |
SGD | 2.15 | 2.229 | 4% | 2.200 | 1.700 | 1,300.8 | 21.5 | 4.7% | 27% | 8.3% |
Frasers Centrepo |
SGD | 2.00 | 2.054 | 3% | 2.040 | 1.425 | 1,647.0 | 18.2 | 5.4% | 48% | 8.0% |
Ascendas Real Es |
SGD | 2.39 | 2.438 | 2% | 2.510 | 1.820 | 5,351.1 | 17.3 | 5.9% | 40% | 7.9% |
Cambridge Reit |
SGD | 0.68 | 0.680 | 1% | 0.680 | 0.475 | 820.8 | 17.8 | 7.1% | 54% | 7.9% |
Fortune Reit | HKD | 6.35 | 6.511 | 3% | 6.850 | 3.700 | 1,701.2 | 22.7 | 5.0% | 80% | 7.6% |
First Reit | SGD | 1.07 | 1.060 | -1% | 1.085 | 0.760 | 711.5 | NA | 6.6% | 54% | 5.7% |
Suntec Reit | SGD | 1.67 | 1.664 | 0% | 1.685 | 1.075 | 3,742.6 | 21.3 | 5.6% | 66% | 5.6% |
Capitaretail | SGD | 1.64 | 1.597 | -3% | 1.660 | 1.107 | 1,228.2 | 18.9 | 5.9% | 56% | 3.3% |
Far East H Trust |
SGD | 1.01 | 0.976 | -3% | 1.080 | 0.930 | 1,611.9 | 23.9 | 5.8% | NA | 2.9% |
Keppel Reit | SGD | 1.30 | 1.225 | -5% | 1.305 | 0.830 | 3,407.4 | 23.5 | 5.9% | 69% | 0.5% |
Capitacommercial | SGD | 1.69 | 1.601 | -5% | 1.690 | 1.045 | 4,804.6 | 23.2 | 4.7% | 71% | -0.5% |
Source: Bloomberg as of 28 Dec 12
Note: Bloomberg does not have an estimated dividend yield for Religare
2. Reits sorted by estimated dividend return
Short Name |
CRNCY | Last Price | Ave analyst TP |
Chg from ave analyst TP |
52 Wk High | 52 Wk Low | Adj Mkt Cap | Est Cur Year PE | Est Div Yield | YTD Total Return (%) |
Est Cap gain + Div Yield (%) |
Religare Health |
SGD | 0.89 | 0.970 | 9% | 0.900 | 0.760 | 701.4 | 5.0 | NA | NA | 9.0% |
Hutchison Port-U |
USD | 0.79 | 0.816 | 3% | 0.865 | 0.620 | 8,415.9 | 23.6 | 8.3% | 38% | 11.6% |
Sabana Shariah |
SGD | 1.14 | 1.183 | 4% | 1.150 | 0.875 | 727.0 | 14.0 | 8.2% | 42% | 12.5% |
Ascendas Hospita |
SGD | 0.94 | 0.995 | 6% | 0.940 | 0.860 | 751.3 | 40.7 | 7.6% | NA | 14.0% |
Cambridge Reit |
SGD | 0.68 | 0.680 | 1% | 0.680 | 0.475 | 820.8 | 17.8 | 7.1% | 54% | 7.9% |
Saizen Reit | SGD | 0.18 | 0.206 | 16% | 0.178 | 0.127 | 252.5 | 13.9 | 7.0% | 38% | 23.0% |
Cache Logistics |
SGD | 1.24 | 1.314 | 6% | 1.270 | 0.960 | 867.5 | 18.7 | 6.7% | 40% | 13.1% |
First Reit | SGD | 1.07 | 1.060 | -1% | 1.085 | 0.760 | 711.5 | NA | 6.6% | 54% | 5.7% |
Mapletree Indust |
SGD | 1.36 | 1.465 | 8% | 1.445 | 1.050 | 2,216.9 | 15.5 | 6.5% | 36% | 14.3% |
Ascendas India T |
SGD | 0.77 | 0.820 | 7% | 0.860 | 0.690 | 697.8 | 15.0 | 6.4% | 19% | 13.6% |
Ascott Residence |
SGD | 1.37 | 1.395 | 2% | 1.370 | 0.980 | 1,559.9 | 16.9 | 6.4% | 49% | 8.6% |
Mapletree Log Tr |
SGD | 1.14 | 1.216 | 7% | 1.180 | 0.845 | 2,767.3 | 15.8 | 6.1% | 44% | 12.8% |
Lippo Malls | SGD | 0.49 | 0.543 | 11% | 0.495 | 0.345 | 1,074.0 | 13.2 | 6.1% | 49% | 17.0% |
Cdl Reit | SGD | 1.91 | 2.056 | 8% | 2.120 | 1.565 | 1,850.3 | 16.6 | 6.0% | 32% | 13.6% |
Keppel Reit | SGD | 1.30 | 1.225 | -5% | 1.305 | 0.830 | 3,407.4 | 23.5 | 5.9% | 69% | 0.5% |
Ascendas Real Es |
SGD | 2.39 | 2.438 | 2% | 2.510 | 1.820 | 5,351.1 | 17.3 | 5.9% | 40% | 7.9% |
Capitaretail | SGD | 1.64 | 1.597 | -3% | 1.660 | 1.107 | 1,228.2 | 18.9 | 5.9% | 56% | 3.3% |
Far East H Trust |
SGD | 1.01 | 0.976 | -3% | 1.080 | 0.930 | 1,611.9 | 23.9 | 5.8% | NA | 2.9% |
Frasers Commerci |
SGD | 1.31 | 1.363 | 4% | 1.310 | 0.740 | 844.0 | 21.4 | 5.7% | 88% | 10.1% |
Suntec Reit | SGD | 1.67 | 1.664 | 0% | 1.685 | 1.075 | 3,742.6 | 21.3 | 5.6% | 66% | 5.6% |
Starhill Global |
SGD | 0.79 | 0.845 | 8% | 0.795 | 0.565 | 1,525.3 | 17.1 | 5.5% | 48% | 13.1% |
Frasers Centrepo |
SGD | 2.00 | 2.054 | 3% | 2.040 | 1.425 | 1,647.0 | 18.2 | 5.4% | 48% | 8.0% |
Fortune Reit | HKD | 6.35 | 6.511 | 3% | 6.850 | 3.700 | 1,701.2 | 22.7 | 5.0% | 80% | 7.6% |
Mapletree Commer |
SGD | 1.22 | 1.309 | 7% | 1.270 | 0.850 | 2,282.7 | 21.0 | 4.9% | 52% | 12.2% |
Capitacommercial | SGD | 1.69 | 1.601 | -5% | 1.690 | 1.045 | 4,804.6 | 23.2 | 4.7% | 71% | -0.5% |
Parkwaylife Reit |
SGD | 2.15 | 2.229 | 4% | 2.200 | 1.700 | 1,300.8 | 21.5 | 4.7% | 27% | 8.3% |
Capitamall Trust |
SGD | 2.15 | 2.233 | 4% | 2.250 | 1.685 | 7,431.3 | 23.9 | 4.5% | 33% | 8.4% |
Source: Bloomberg as of 28 Dec 12
Note: Bloomberg does not have an estimated dividend yield for Religare
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