S-REITs / Business Trust_record



Update-20200504 (focus on a few stocks to maximize the profits)

Tech related (1st Tier): AJBUCJLU

Tech related (2nd Tier): ME8UA17U

1st Tier (Health related): C2PU

2nd Tier (Logistics related): M44U, BUOU

High yield: A7RU

(After first quarter result, you may consider adding some portions of below retail REITS for a long-term investment if you believe the world situation becomes better after a few months)

1st Tier (Mall+Office): N2IU, C38U/C61U, J69U

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Update-20200411 (focus on a few stocks to maximize the profits)

Tech related (1st Tier): AJBUCJLU

Tech related (2nd Tier): ME8UA17U

1st Tier: C2PU

2nd Tier: M44U

High yield: A7RU

(Below REITS will wait after the situation of wuhan virus becomes stable)


1st Tier (Mall+Office): N2IU, J69U, C38U/C61U, T82U, SK6U

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Update-20200325 (focus on a few stocks to maximize the profits)

Tech related (1st Tier): AJBU, CJLU

Tech related (2nd Tier): ME8U, A17U

1st Tier: C2PU, N2IU, J69U, C38U/C61U


2nd Tier: M44U


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Suggested list (Updated - 20200308)

Tech related: ME8U, AJBU, CJLU, A17U

1st Tier (2nd up)N2IUC38U / C61UJ69UC2PU

1st Tier (2nd low)T82USK6U

2nd Tier: M44U, BUOU / ND8U, CY6U

Potential 2nd TierJYEU, K71U, P40U, TS0U

High yield: A7RU, BTOU, OXMU, O5RU, J91U, UD1U, CMOU, CNNU, MXNU

Hotels: J85, HMN (merge by A68U + Q1P), Q5T 

China: AU8U, CRPU

(Old-20200213) 近數年看其他BLOGGER提及RW0U(主要持有物業為香港的又一城), 開始理解Singapore REITS的資料, 詳細報表就不太看懂, 但業務範圍 / 物業質素 及相對息口高低還是可以判斷, 為何有部份行業息口低但股價仍然繼續上升, 有部份就高息但不會上升 (e.g. 美國的REITS), 嘗試由物業本身是否吸引判斷屬於那一個組別。

純粹作為分享及參考, 並不構成投資建議。

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