S-REITS / Business Trust季度業績公佈 (更新: 20211107)

似乎買S-REITS 收息再投資的投資者應該減少了, 但個人依然看好data centre 等穩定收息產品, 由於風險相對美股大 (就可能不懂升, 為何不買美股但買S-REITS?), 所以就低調一點, 選一些心目中的選擇, 儘量低價買入, 回升時到心目中價格, 會先行沽出或繼續收息, 可以參考一下。

業績日期公佈如下: 

AJBU, M44U: 25/10

(AJBU) DPU繼續增長, 個人看好Data Centre 未來需求

https://wpcms.kepcorp.com/wm/cms-site/kcl/file/media/media-releases-sgx/2021/Oct/25-oct-kdcreit/2021-10-25-kdcreit-3q2021-slides.pdf

(M44U) DPU穩定增長

https://www.mapletreelogisticstrust.com/~/media/MLT/Newsroom/Announcements/2021/Oct/20211025-MLT_2QFY2122_PPT_final.pdf 

ME8U: 26/10

(ME8U) DPU up around 12%

https://www.mapletreeindustrialtrust.com/~/media/MIT/Newsroom/Announcements/2021/Oct/20211026_2QFY21%20Results_Slides.pdf 

N2IU, J69U: 27/10

(N2IU) 一線物業, 配合國家通關, 如一切恢復正常, 增長可期

https://www.mapletreecommercialtrust.com/~/media/MCT/Newsroom/Announcements/2021/20211027%20-%20MCT%201H%20FY21_22%20Results%20Presentation_.pdf

(J69U) 經歷COVID後, 商場收益有望回復正常, 有望溫和增長

https://fct.frasersproperty.com/newsroom/20211027_072848_J69U_MTBXY4Q98RIXTJLM.3.pdf

C2PU, CJLU: 3/11

(C2PU) 每年穩定增長, 但派息約3%左右, 並不吸引

https://plifereit.listedcompany.com/newsroom/20211103_221321_C2PU_YLP1442N50MZ5WAO.1.pdf

(CJLU) 增長幾乎飽和, 只有股價下跌才有買入空間, 但收息相對穩定

https://netlinknbn.listedcompany.com/newsroom/20211103_175027_CJLU_X15DI1V5RM20W035.3.pdf

https://netlinknbn.listedcompany.com/newsroom/20211103_175027_CJLU_X15DI1V5RM20W035.2.pdf

JYEU: 5/11

(JYEU) 只要靠新加坡物業令整個組合起死回生, 派息是吸引都要考慮一下當中風險。

https://www.lendleaseglobalcommercialreit.com/-/media/asia/lendlease-global-commercial-reit/investor-relations/sgx-announcements/2021/1qfy2022-results-release-update/1qfy2022-business-update_mrged.pdf

BUOU: 11/11

其實就無特別放棄個別新加坡REITS, 尤其是Data centre, 再看看業績是否有沒有啟發。

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