General S-REITs Discussion Thread

[ctan84]

I also did not expect to see SG REITS dropping so badly this early.

Right now, SREITS are behaving as if another spike in bond yield is coming soon and everyone is scared. Or maybe investors are scared of RECESSION hurting rents again. Or maybe just that projected dividend distribution will remain under pressure as debt refinancings continue at progressively higher rates.

Currently I have not bought any REITS so far.

Only a few SG REITS drop nia lah. Its not like last Nov

 

[homer123]

Only a few SG REITS drop nia lah. Its not like last Nov

YTD performance for all S-reits are negative.. Check iEdge S-Reit Index which has heavier weighting on blue chip reits like CapLand, Mapletree,Keppel & Fraser have dropped nearly 10% YTD

 

[ctan84]

YTD performance for all S-reits are negative.. Check iEdge S-Reit Index which has heavier weighting on blue chip reits like CapLand, Mapletree,Keppel & Fraser have dropped nearly 10% YTD

This one got dragged down largely by the Maple Family.

 

[homer123]

This one got dragged down largely by the Maple Family.

Keppel DC and FLCT also have high weighting if combine..

 

[BinaryLord]

Got do badly meh? Still much higher than last yr Nov lows right?

Yes, as low

 

[ctan84]

Yes, as low

No loh. I just glanced thru the list of REITS, is only selected few that dropped nia. Cap mall still high

 

[Soomp!]

Majority of my shares are in Reits
It had lost 7K YTD ...

AK adviced to also get bank stocks to create the bell curve for both sectors

 

[BinaryLord]

Js be mentally prepared that we might be heading towards a structurally higher IR environment for next 1-2 decades.

AI will take a long way/time to relieve inflationary pressures.

1-2 decades…? This kind of thing can’t say for sure

 

[ctan84]

Majority of my shares are in Reits
It had lost 7K YTD ...

AK adviced to also get bank stocks to create the bell curve for both sectors

wah piang u buy simi reits?

 

[DevilPlate]

wah piang u buy simi reits?

7% of 100k worth of reits also 7k loss leh.

 

[DevilPlate]

1-2 decades…? This kind of thing can’t say for sure

Or longer….nobody knows….
js don’t assume rates will drop back to 1% again lol

 

[weng0202]

7% of 100k worth of reits also 7k loss leh.

7k loss is a lot meh? My US stocks 6 digits loss I also numb already. Haha

 

[limster]

I bought some at 1.02 yesterday. Don't know will drop below $1 or not.

bought a little bit of FLCT at $1.04 this week and some more at $1.02 today. Waiting for $1 and I'll buy more

Congrats to those that bought at $1.02.

FLCT back up to $1.06 -no chance to buy at $1 At least I bought some at $1.04 and $1.02....

 

[Iyarash11]

STI go up but ascendas still down, cry no eye shiat

 

[homer123]

BT: More S-Reits could be at risk of suspending distributions..
Be careful S-reits investor.. if there is only 1 cut or no cut, even some local reits could suspend DPU and raise right issues

 

[DevilPlate]

Sampan vs Royal Carribean reits whahaha

local blue chip reits borrowing cost would rise and stabilise at ~4% if there is no rate cut this year

 

[limster]

Sampan vs Royal Carribean reits whahaha

local blue chip reits borrowing cost would rise and stabilise at ~4% if there is no rate cut this year

I wonder if there is any investor that holds all 6 of the REITs that halted dividends. Probably can win competition for world's unluckiest REIT investor. Fortunately I don't own any of them, but I have a small position in OUECT which seems to have some connection to Lippo, so dunno if it will be affected by contagion.

 

[elvintay07]

I wonder if there is any investor that holds all 6 of the REITs that halted dividends. Probably can win competition for world's unluckiest REIT investor. Fortunately I don't own any of them, but I have a small position in OUECT which seems to have some connection to Lippo, so dunno if it will be affected by contagion.

That few cui reits. Just like today u walk into supermarket and you choose the cmi sushi. Of course lao sai la. My sifu Master Leong said only choose the 5 tiger generals mah. This one is the 6 sissy lizards. Maybe I cmi investors la. Many of the halted ones I don’t even hear before

 

[sohguanh]

Due to the last year and recent S-Reit falling down, from SGX website REIT and Business Trust tab I almost collect all lest those in the red. I am in for the long haul. Partly also now SGX reduce to 100 unlike years ago minimum 1000 units per trade. And also cheaper broker fees like 2-3 to 12 for CDP per trade. How I wish I born later.

 

[ctan84]

That few cui reits. Just like today u walk into supermarket and you choose the cmi sushi. Of course lao sai la. My sifu Master Leong said only choose the 5 tiger generals mah. This one is the 6 sissy lizards. Maybe I cmi investors la. Many of the halted ones I don’t even hear before

Your shifu's 5 tiger generals include Suntec which is in the alert list of the article leh...