Tuesday, April 1, 2014

REIT Ranking - Mar 2014

REIT ranking for Mar 201:


REIT
Mkt
Yield
NAV
Gearing
P/B
Total
P/B score
Gearing score
Yield score
AIMSAMPI Reit
$1.340
8.269%
$1.518
26.50%
0.883
6
2
2
2
SoilbuildBizREIT
$0.780
7.679%
$0.800
29.30%
0.975
6
2
2
2
Saizen REIT
$0.890
7.303%
$1.170
38.00%
0.761
6
3
1
2
Sabana REIT
$1.030
8.437%
$1.070
36.90%
0.963
5
2
1
2
LippoMalls
$0.400
8.125%
$0.412
34.30%
0.971
5
2
1
2
OUE HT
$0.845
7.905%
$0.920
32.00%
0.918
5
2
1
2
CACHE
$1.135
7.470%
$0.980
29.10%
1.158
5
1
2
2
AscottREIT
$1.195
7.028%
$1.350
34.00%
0.885
5
2
1
2
Starhill Gbl
$0.790
6.177%
$0.920
29.00%
0.859
5
2
2
1
SuntecReit
$1.660
6.173%
$2.108
38.00%
0.787
5
3
1
1
Fortune Reit HK$
$5.890
6.112%
$10.260
32.70%
0.574
5
3
1
1
CapitaComm
$1.485
5.562%
$1.670
29.30%
0.889
5
2
2
1
Viva Ind Tr
$0.770
8.827%
$0.750
38.80%
1.027
4
1
1
2
AscendasHT
$0.735
8.762%
$0.730
35.80%
1.007
4
1
1
2
MapletreeGCC
$0.815
7.387%
$0.943
40.50%
0.864
4
2
0
2
MapletreeLog
$1.045
7.043%
$0.910
33.90%
1.148
4
1
1
2
Far East HTrust
$0.820
6.927%
$0.983
30.90%
0.834
4
2
1
1
Cambridge
$0.720
6.893%
$0.695
28.70%
1.036
4
1
2
1
OUE COMMERCIAL REIT
$0.795
6.843%
$1.043
42.30%
0.762
4
3
0
1
CDL Htrust
$1.655
6.719%
$1.630
29.70%
1.015
4
1
2
1
Frasers Comm
$1.255
6.478%
$1.540
37.90%
0.815
4
2
1
1
FrasersCT
$1.780
6.197%
$1.770
29.70%
1.006
4
1
2
1
CapitaRChina
$1.400
6.186%
$1.430
32.60%
0.979
4
2
1
1
SPHREIT
$0.980
5.329%
$0.900
26.70%
1.089
4
1
2
1
MapletreeInd
$1.365
7.355%
$1.110
36.30%
1.230
3
0
1
2
First REIT
$1.075
6.995%
$0.966
32.30%
1.113
3
1
1
1
Kep REIT
$1.140
6.860%
$1.380
42.10%
0.826
3
2
0
1
Ascendasreit
$2.260
6.265%
$1.945
30.10%
1.162
3
1
1
1
CapitaMall
$1.890
5.709%
$1.710
35.30%
1.105
3
1
1
1
MapletreeCom
$1.220
6.115%
$1.070
40.80%
1.140
2
1
0
1
PLife REIT
$2.440
4.623%
$1.600
33.00%
1.525
1
0
1
0


For how the scores are being calculated:
Reit Rankings - Mad Stranger's scoring system

 
Disclaimers:
The score system only serves as an indicator on how the REIT is with respect to its yield, P/B and gearing. The ranking is also heavily dependent on the accuracy of the data shown on reitdata.com, investors are advised to do your own cross checking. It is always prudent to do your own research before making any buys or sells.

1 comment:

Anonymous said...

Will you do a ranking for banks?

Given that:
1. SG banks are starting to have significant exposure to China
2. SG banks are willing to pay premium to acquire Chinese banks (e.g. OCBC and Wing Hang)

Do you think the gap in valuations between SG and CN banks will narrow, and how will it narrow?

DBS is trading at PE 11 and BOC PE 5.

AMTF

Sources:

DBS
http://www.reuters.com/finance/stocks/overview?symbol=DBSM.SI

BOC
http://www.reuters.com/finance/stocks/overview?symbol=3988.HK