Frasers Centrepoint Trust (J69U)

[luckyplate]

Already used to higher interest rates
Probably is muted unless rise a

Will the stock price drop to 2.00 ..?

 

[luckyplate]

REITS are famous for rights every few years. Excess rights is when you take chance to get more to lower down your average price

This Frazer reit got rights issue for the last few years?

 

[twinbaby]

Will the stock price drop to 2.00 ..?

If the market say yes and they keep thinking JB express line will reduce occupancy rate then yes.

 

[CaptainWu]

If the market say yes and they keep thinking JB express line will reduce occupancy rate then yes.

Yep not surprise if this happened. During Covid it dropped below 1.9. Its less or around 5% drop from the current share price to reach 2.

 

[twinbaby]

Yep not surprise if this happened. During Covid it dropped below 1.9. Its less or around 5% drop from the current share price to reach 2.

来了. Next time we will go to JB and shop and buy everything from pinduoduo. This is what most shopper will think especially gen-z. In the long run this will hurt business, then FCT will have to try very hard to retain tenant or play see saw with with different retailer and in between no rent. When there is no rent or gap in between translate to lower return to the shareholder. A lot of shareholder will confirm think this way. My guess is at the tenant agreement is still there it should not hurt, however in the long run I think it will hurt a lot. On top of that they also have asset enhanced initiative buying new shopping mall. After that they still have to find new tenant or the difficulty will increase a bit.

 

[havetheveryfun]

来了. Next time we will go to JB and shop and buy everything from pinduoduo. This is what most shopper will think especially gen-z. In the long run this will hurt business, then FCT will have to try very hard to retain tenant or play see saw with with different retailer and in between no rent. When there is no rent or gap in between translate to lower return to the shareholder. A lot of shareholder will confirm think this way. My guess is at the tenant agreement is still there it should not hurt, however in the long run I think it will hurt a lot. On top of that they also have asset enhanced initiative buying new shopping mall. After that they still have to find new tenant or the difficulty will increase a bit.

still not many will go JB one. those who like to go JB already frequently doing so now, just maybe the trips will increase.

those who seldom go JB will still seldom go JB. as for buying everything from pinduoduo, nowadays already most buy online from shopee or taobao. thats why shopping malls nowadays 80% is just F&B, but still always crowded.

 

[luckyplate]

shopping traffic will always be there ... not much worries... The only thing is business ..cycle goes up and down ..