Cambridge (J91U) - Franklin Resources, Inc.

Franklin Resources, Inc. increased its presence in Cambridge from 6.03% to 7.00%  from a series of transactions that occurred between 10 November 2011 and 28 November 2011.   Will it continue to increase its position in this counter?   Why Cambridge; how about other Industrial Reit?

CapMallsAsia (JS8) donates to underprivileged children

CapMallsAsia is one good-hearted company. Be it a publicity stunt or not, it is the action that matters at the end of the day.  Hope to see more and more companies doing give-backs.

CapitaMalls Asia donates more than S$500,000 (HK$3.1 million) to nearly
19,000 underprivileged children :-

Mr Lim Beng Chee, CEO of CapitaMalls Asia, said: "CapitaMalls Asia is
glad to expand My Schoolbag to all the five countries that we operate in
this year. We hope that this will benefit more underprivileged children
and give them a headstart in getting an education and a better life. As
the leading shopping mall developer, owner and manager in Asia with 97
malls in 51 cities in Singapore, China, Malaysia, Japan and India, we
are happy to carry out this meaningful programme, to touch the lives of
the communities where our malls operate."

K-REIT (K71U) Rights Issue

Wondering if K-Reit is able to pull off a similar superb showing as LippoMalls Rights Issue?
Really doubtful K-Reit can have an oversubscrription when there are so many hot debates resulting from its controversial purchase.

LippoMalls (D5IU) Rights Issue Oversubcribed

Over subscription  rate  at 165.1%.  This goes to show investors favour this counter, very strong supporters.  Hoping to buy this counter one day.

Ms Viven G. Sitiabudi, Chief Executive Officer of the Manager (LMIRT) said :-

"LMIR Trust's Rights Issue was an overwhelming success with a subscription level of
165%. In fact, it is our understanding that this take-up rate is one of the highest in S- REIT sector since 2009.  We are delighted and grateful for the strong support shown from our existing unitholders and would like to take the opportunity to welcome our new unitholders who purchased the nil-paid rights. This is a strong vote of confidence in both the strong growth potential for LMIR Trust and its future direction.  Net proceeds of approximately S$332 million from the rights issue will be used to partially fund the acquisition of Pluit Village and Plaza Medan Fair, two quality malls with attractive yields. Our growth will be fast-tracked with the addition of the two malls, expanding our portfolio to 10 retail malls and 7 retail spaces, and increasing total assets by 30% to approximately S$1.6 billion, providing us with enhanced scale and visibility,"

Sabana REIT (M1GU)

Another property added by Sabana REIT (M1GU) - in Woodlands. Thank
goodness no cash call.  Thinking of getting 1 or 2 more of this counter in the coming days or weeks.

Cash - Closing Status 25 Nov (unrealised stocks status)

STXPO of only 100 shares is the single largest contributor (at 47%) of paper losses in the cash portfolio.  Not really sure how many share market bull runs for it to achieve a much smaller negative returns so that l am okay to let it go. If only l have more of MacqIntInfra; it is the smallest member of the cash portfolio but shines the brightest amongst all in terms of paper gain.

SRS - Closing Status 25 Nov (unrealised stocks status)

Main culprit of paper losses under SRS portfolio are from SingPost and SGX; both of which were bought at high prices.  If there is a chance to reshuffle the portfolio, SGX will be the first to go.

CPF - Closing Status 25 Nov (unrealised stocks status)

Difficult to sell these negative returns stocks - Capitaland, SingPost, Olam and Wilmar as the share market is in very bad shape now.  Paper loss of $14.5k is really too heavy to shoulder so, will not consider their disposal for re-investment.

Closing status - 25 Nov

CPF - Closing Status 25 Nov

SRS - Closing Status 25 Nov

Cash - Closing Status 25 Nov