General S-REITs Discussion Thread

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stanlawj

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TehSi99 said:
Up to mid 80s and then down again.

Looks like reits not only affected by interest rates but also sentiments people can think of that affect reits.
Click to expand...
I think I know the reason. Both Link REITS (0823.HK) and CICT (C38U) are taking down the CFA. These are the top two components and they are behaving badly.
Link REITS obviously due to China (shorting).
CICT due to selling Collyer Quay and whatever reason that comes after that.
Hence procedure to buy CFA: Check Link REITS and CICT have both bottomed first.

Anyway, I think they are good buy now, or at least near a bottom soon.
 
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TehSi99

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stanlawj said:
I think I know the reason. Both Link REITS (0823.HK) and CICT (C38U) are taking down the CFA. These are the top two components and they are behaving badly.
Link REITS obviously due to China (shorting).
CICT due to selling Collyer Quay and whatever reason that comes after that.
Hence procedure to buy CFA: Check Link REITS and CICT have both bottomed first.

Anyway, I think they are good buy now, or at least near a bottom soon.
Click to expand...


CICT still down. Thought selling off Collyer Quay at premium to pay off debts is a good thing but market see it otherwise?

Anyway queue to buy CICT at 1.90.
 
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BMWguy

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Capitaland Ascendas reit $2.56 can buy right? This one bluest of blue chip reits

When U-turn can easily reach $3
 
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DevilPlate

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stanlawj said:
I think I know the reason. Both Link REITS (0823.HK) and CICT (C38U) are taking down the CFA. These are the top two components and they are behaving badly.
Link REITS obviously due to China (shorting).
CICT due to selling Collyer Quay and whatever reason that comes after that.
Hence procedure to buy CFA: Check Link REITS and CICT have both bottomed first.

Anyway, I think they are good buy now, or at least near a bottom soon.
Click to expand...
I added some CFA and ascendas...

Capland ascendas itself machiam like a mini etf liao
 
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stanlawj

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ctan84 said:
Boat leaving port? Even maple log up by 4% siah...
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There was a simultaneous big drop in UST 10yr yield. So this is definitely algos pushing REITS sector up due to UST long bond yields down. The closest event that could trigger this is either one of these two reasons:
1. Scott Bessent (a seasoned macro trader/investor) will be the next Trump's US Secretary of Treasury replacing Janet Yellen, reflects confidence of UST market will be under control.
2. Escalation in NATO-donated missiles attacking Russia means armageddon coming soon.
 
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DevilPlate

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stanlawj said:
There was a simultaneous big drop in UST 10yr yield. So this is definitely algos pushing REITS sector up due to UST long bond yields down. The closest event that could trigger this is either one of these two reasons:
1. Scott Bessent (a seasoned macro trader/investor) will be the next Trump's US Secretary of Treasury replacing Janet Yellen, reflects confidence of UST market will be under control.
2. Escalation in NATO-donated missiles attacking Russia means armageddon coming soon.
Click to expand...
Number 2 will be scary sia.
 
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stanlawj

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Huat ah!! Big drop in UST 10yr and 30yr yields.
Time for SREITS to chiong tomorrow.
 
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