General S-REITs Discussion Thread

[Opps-gal]

Itchy hands. Keep adding China stocks because cannot resist the attractive prices. US stocks overvalued, SG stocks shitty sleepy.

Even if I feel that US stocks are expensive, I learnt my lesson never to never underestimate the power (or greed) of the US market!

So I'm continuing with 50% of free cash flow into Vanguard World & World ETFs.

As for Singapore, I am nibbling some REITs because I suspect that there will be forex upside. I am not one of those who believes that S$ can continuously appreciate in a straight line....

Just put some money everywhere- us, china, sg. Don't know which market will be the gainer or loser.

 

[Iyarash11]

Just put some money everywhere- us, china, sg. Don't know which market will be the gainer or loser.

US and sg all ok. if wana gamble ccp or hk, at own risk

 

[revhappy]

Itchy hands. Keep adding China stocks because cannot resist the attractive prices. US stocks overvalued, SG stocks shitty sleepy.

How much is your China exposure in percentage terms? Mine is about 4% of networth in terms of direct exposure. Then there might be indirect exposure through global funds. I would estimate around 7-8% max.

 

[TehSi99]

How much is your China exposure in percentage terms? Mine is about 4% of networth in terms of direct exposure. Then there might be indirect exposure through global funds. I would estimate around 7-8% max.

Risk is there. Also depends which sectors.
There are also people saying it is a plot by western countries to bring down China by crashing their stock market.

If you know where to look, some fundamental good stocks are really undervalued.

DYDD.

 

[limster]

FLCT is reasonably valued and I am buying a little bit each month as long as its below $1.10.

It will be a strong buy if it drops under $1.00 but I would not hold my breath for $0.99 because I think there is potential forex upside which might lessen the impact of other negative news.

Today +2.77% $1.11. I still want to buy more but now its above my target price

 

[sky1978]

Today +2.77% $1.11. I still want to buy more but now its above my target price

Are you comfortable with their 40% exposure to Europe? It is now a predominantly Europe and Australia-oriented Reit. SG assets only account for 10% of its portfolio.

 

[limster]

Are you comfortable with their 40% exposure to Europe? It is now a predominantly Europe and Australia-oriented Reit. SG assets only account for 10% of its portfolio.

As the fundamentals suggest that it is good value, I am happy to hold and collect dividends. interest rate risk and forex risk are more to the upside than downside.

Today its now $1.12 +3.7% so it looks like the stock is moving. Regret not buying more.... which at least is better than regret buying at a high and watching it crash

 

[audiovideo]

Fct chiong a bit hope no Lao Hong too soon

 

[TehSi99]

Fct chiong a bit hope no Lao Hong too soon

Hope $2.40 coming.

 

[limster]

FLCT down again, I'm queuing at $1.08, lets see how far down it goes

 

[Iyarash11]

sibey jialat, super vulnerable. Little bit not happy kena dump

 

[ctan84]

sibey jialat, super vulnerable. Little bit not happy kena dump

Which stock?

 

[Iyarash11]

Which stock?

ascendas, flct, mint ...

 

[TehSi99]

Fed not dropping interest in March. Reits impacted.

 

[ctan84]

Fed not dropping interest in March. Reits impacted.

Wasnt this expected liao - as in Fed won't cut rates in March. So should have been priced in long ago?

 

[TehSi99]

Wasnt this expected liao - as in Fed won't cut rates in March. So should have been priced in long ago?

Sell on news.

 

[Iyarash11]

the disgusting part is when up is just a little bit but down will drop a lot

 

[ctan84]

the disgusting part is when up is just a little bit but down will drop a lot

How is tat disguisting? Isn't it good? Then u can buy more leh...

 

[stanlawj]

DAIWA House Logistics Trust (DHLU) issue units and take on more debt to finance acquisition of property in Japan from sponsor.

https://investor.daiwahouse-logisticstrust.com/newsroom.html

This is their 2nd acquisition from its sponsor in span of 2 months. The first was on 29 Dec for a property in Vietnam.

Daiwa House Japan sponsor is quickly monetising its properties by dumping them onto retail before the inevitable rise of the Japanese interest rates.

 

[TehSi99]

the disgusting part is when up is just a little bit but down will drop a lot

Typical sgx stocks.

Shorties jump at every opportunities. Maybe they know sinkie kiasi mentality. Once dropped a bit, all ready to sell. Shorties just need to push down abit more, panic selling,