Information on Singapore listed Reits

Information on Singapore listed Reits Part 1 (22 Feb 11)

Short Name	Cur	Last Price	Analyst Consensus Px	Chg from consensus TP	52 Wk High	52 Wk Low	Adj Mkt Cap (S$m)
K-Green Trust	SGD	1.060	NA	NA	1.33	1.00	667.6
Saizen Reit	SGD	0.16	NA	NA	0.18	0.15	185.5
Macquarie Intl	SGD	0.62	NA	NA	0.63	0.45	804.6
Aims Amp Capital	SGD	0.21	0.260	23.8%	0.24	0.18	417.3
Cache Logistics	SGD	0.94	1.16	23.1%	1.02	0.88	596.7
First Ship Lease	SGD	0.43	0.485	12.8%	0.66	0.36	257.4
Cambridge Reit	SGD	0.515	0.60	17.1%	0.57	0.43	544.4
First Reit	SGD	0.735	0.87	17.7%	0.77	0.58	458.0
Treasury China T	SGD	1.78	2.15	20.8%	1.95	1.42	456.2
Mapletree Log Tr	SGD	0.91	1.06	16.6%	1.00	0.75	2,207.9
Fortune Reit	HKD	4.040	4.74	17.3%	4.18	2.99	1,111.0
Pacific Shipping	USD	0.365	0.415	13.7%	0.38	0.26	275.8
Starhill Global	SGD	0.635	0.740	16.5%	0.66	0.52	1,233.8
Ascott Residence	SGD	1.18	1.36	15.2%	1.32	0.99	1,309.8
Cdl Reit	SGD	2.02	2.34	16.0%	2.24	1.64	1,936.7
Frasers Commerci	SGD	0.835	0.957	14.6%	0.88	0.65	521.2
Lippo-Mapletree	SGD	0.54	0.62	13.9%	0.58	0.42	584.1
Ascendas India T	SGD	0.945	1.080	14.3%	1.07	0.89	723.5
Mapletree Indust	SGD	1.07	1.23	14.8%	1.20	0.93	1,565.1
Capitamall Trust	SGD	1.800	2.086	15.9%	2.16	1.74	5,732.9
Parkway Life Rei	SGD	1.7	1.93	13.6%	1.81	1.27	1,028.5
Frasers Centrepo	SGD	1.520	1.72	13.3%	1.60	1.22	1,168.8
K-Reit Asia	SGD	1.32	1.49	13.1%	1.46	1.03	1,791.7
Ascendas Real Es	SGD	2.03	2.243	10.5%	2.29	1.81	3,804.8
Capitacommercial	SGD	1.4	1.565	11.8%	1.57	1.03	3,955.4
Suntec Reit	SGD	1.52	1.65	8.7%	1.65	1.22	3,358.2
Capitaretail	SGD	1.27	1.29	1.6%	1.33	1.06	794.2
Cityspring Infra	SGD	0.565	0.55	-2.7%	0.63	0.54	553.7
Rickmers Maritim	SGD	0.410	0.37	-9.8%	0.43	0.25	173.7

Source: Bloomberg (as of 22 Feb 11)

Information on Singapore listed Reits Part 2 (22 Feb 11)

Short Name	Historical PE	Forward PE	ROE	Forward P/BV	Forward Div Yield	Potential (cap gain + div yield)
K-Green Trust	NA	NA	NA	NA	NA	NA
Saizen Reit	NA	NA	-3.6%	NA	NA	NA
Macquarie Intl	NA	NA	NA	0.8	4.8%	NA
Aims Amp Capital	11.7	10.0	-5.1%	0.8	9.7%	33.5%
Cache Logistics	15.7	12.2	NA	1.1	8.7%	31.9%
First Ship Lease	48.1	NA	-1.6%	0.6	13.9%	26.7%
Cambridge Reit	11.7	10.7	14.8%	0.9	9.5%	26.6%
First Reit	10.1	9.7	16.1%	NA	8.7%	26.4%
Treasury China T	NA	NA	NA	0.4	4.9%	25.7%
Mapletree Log Tr	14.4	14.0	8.5%	1.0	7.1%	23.7%
Fortune Reit	17.3	16.6	21.1%	0.6	6.3%	23.6%
Pacific Shipping	7.4	6.5	11.2%	0.8	9.9%	23.6%
Starhill Global	14.1	13.5	8.8%	0.7	6.6%	23.1%
Ascott Residence	15.9	15.1	13.9%	0.9	7.0%	22.1%
Cdl Reit	16.6	15.7	10.2%	1.3	5.9%	21.9%
Frasers Commerci	22.0	18.2	NA	0.6	7.1%	21.7%
Lippo-Mapletree	15.0	15.0	4.8%	0.7	7.8%	21.7%
Ascendas India T	13.9	12.4	7.3%	1.1	7.2%	21.5%
Mapletree Indust	15.3	14.3	NA	1.2	6.6%	21.4%
Capitamall Trust	19.1	17.8	5.5%	1.2	5.5%	21.4%
Parkway Life Rei	17.9	17.0	7.7%	1.2	5.8%	19.4%
Frasers Centrepo	17.9	16.7	10.8%	1.2	5.5%	18.8%
K-Reit Asia	21.0	15.9	5.4%	0.9	5.4%	18.6%
Ascendas Real Es	15.1	14.9	5.2%	1.3	6.8%	17.3%
Capitacommercial	19.2	15.7	12.1%	0.9	5.2%	17.0%
Suntec Reit	22.0	19.0	10.5%	0.9	6.0%	14.8%
Capitaretail	16.5	15.9	15.7%	1.1	6.5%	8.1%
Cityspring Infra	NA	NA	2.8%	1.5	7.3%	4.7%
Rickmers Maritim	3.2	4.9	-7.6%	0.3	7.5%	-2.3%

Source: Bloomberg (as of 22 Feb 11)

This is an amended version which I have sent out to clients recently.

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