tag:blogger.com,1999:blog-6092311610759487605.post5385616443162592854..comments2023-10-30T22:07:56.600+08:00Comments on SG Budget Babe: My Stock Analysis: Keppel DC REITUnknownnoreply@blogger.comBlogger10125tag:blogger.com,1999:blog-6092311610759487605.post-56021923989568297162016-07-08T01:11:54.492+08:002016-07-08T01:11:54.492+08:00Haha! I still think the whole sales-side story of ...Haha! I still think the whole sales-side story of this stock has been far too overhyped!Budget Babehttps://www.blogger.com/profile/05940384920609566419noreply@blogger.comtag:blogger.com,1999:blog-6092311610759487605.post-38199440032714576292016-07-05T14:23:26.167+08:002016-07-05T14:23:26.167+08:00it's been a fun ride. will have to bid dc fare...it's been a fun ride. will have to bid dc farewell for a while. :)SMKhttps://www.blogger.com/profile/10968938425811827200noreply@blogger.comtag:blogger.com,1999:blog-6092311610759487605.post-10634808195717918142015-04-07T23:56:54.868+08:002015-04-07T23:56:54.868+08:00If you're into trading, then yes, definitely!F...If you're into trading, then yes, definitely!<br><br>For long-term investing this stock doesn't make much sense to me though. Equinix might be expensive, but let's see!Budget Babehttp://www.blogger.com/profile/05940384920609566419noreply@blogger.comtag:blogger.com,1999:blog-6092311610759487605.post-42716609792960159962015-04-06T20:41:26.488+08:002015-04-06T20:41:26.488+08:00This comment has been removed by the author.This comment has been removed by the author.Joshua Limhttp://www.blogger.com/profile/18046952434504689327noreply@blogger.comtag:blogger.com,1999:blog-6092311610759487605.post-35366036872092410372015-04-06T17:18:38.694+08:002015-04-06T17:18:38.694+08:00Hmmm if am not wrong it's overpriced...nav is ...Hmmm if am not wrong it's overpriced...nav is below what you are paying for, each dollar you pay, you get less than a dollar, not a good investment. But it's the first of its kind. Although dividend yield is stable, moving forward, the only way is through acquisitions. But that may incur higher cost to refurbish the location as data centre. But I guess Singaporeans pay a premium for brands and moats in the case of first reit. So might appreciate even more. Either way, nice post, didn't know abt these Coys until todayJoshua Limhttp://www.blogger.com/profile/18046952434504689327noreply@blogger.comtag:blogger.com,1999:blog-6092311610759487605.post-89811989234558076642015-04-03T16:42:05.797+08:002015-04-03T16:42:05.797+08:00Good to buy at IPO and then sell it short term. Pa...Good to buy at IPO and then sell it short term. Paying a premium for its assets. And the payout will go down to 90% in a few years. Might as well buy Equinix, which is converting to a REIT anyway.owqhttp://www.blogger.com/profile/17428568773891044986noreply@blogger.comtag:blogger.com,1999:blog-6092311610759487605.post-5620888017923429792015-04-03T10:20:39.076+08:002015-04-03T10:20:39.076+08:00Hi BB,Indeed, the yield is attractive for such a r...Hi BB,<br>Indeed, the yield is attractive for such a reputable company. However, I noticed the Distribution Payout Ratio to be 100%. I haven't read their prospectus yet, but I think the 100% payout ratio could likely be just to entice investors. Over the long-haul of maybe 5 years, I won't be surprised to see its payout ratio to decline gradually and the decline in dividend yield might put off some investors. Seems a little bit like Rickmers Maritime in my opinion. High dividend yield, but once the policy expires in a year or two, forget about the company.Aloysius Leehttp://www.blogger.com/profile/15706741623143920558noreply@blogger.comtag:blogger.com,1999:blog-6092311610759487605.post-63273563871841717262015-04-03T09:15:01.202+08:002015-04-03T09:15:01.202+08:00very good read, keep it upvery good read, keep it upFelix Leonghttp://www.blogger.com/profile/18369072100189617179noreply@blogger.comtag:blogger.com,1999:blog-6092311610759487605.post-23580973160078455292015-04-02T23:53:48.007+08:002015-04-02T23:53:48.007+08:00Ah, you're too kind! Frankly I'm not too o...Ah, you're too kind! Frankly I'm not too optimistic about its growth prospects though, but for an income investor it does seem like a good stock for now :)Budget Babehttp://www.blogger.com/profile/05940384920609566419noreply@blogger.comtag:blogger.com,1999:blog-6092311610759487605.post-65401108623205687662015-04-02T23:28:03.435+08:002015-04-02T23:28:03.435+08:00WOW BBABE!Great work on your first analysts! No co...WOW BBABE!<br><br>Great work on your first analysts! No comments on Keppel DC REIT but i think the name Keppel already means it is a good growing stock by name.jfreehttp://www.blogger.com/profile/15697256244634025891noreply@blogger.com