Portfolio Review - Mar 2017

Keppel Reit
- Vested start from 2013
- Return XIRR is 7%
- Revenue increase yoy
- Net income , Distribute Income and DPU dropping yoy.
- Intrest coverage remain 4.1x
- Good thing holding AA class properties.
- Action : release and switch to other targets



Cambridge Reit
-Vested start from 2013
- Revenue increase yoy
- Net income , Distribute Income and DPU dropping yoy.
- Intrest coverage remain 3.6x
- Action : release and switch to other targets


Super Group
- Vested start from 2014
- Offer for 1.30
- Action : release and switch to other targets


Neratel
- Vested start from 2015
-  invest reason due to  payment solution which provide stable income.
- Action :  release and switch to other targets