General S-REITs Discussion Thread

[dontwastetime]

3pm+ HST/YYY start to shoot up

And maybe more, I only check these 2

https://forums.hardwarezone.com.sg/...s-more-fiscal-support.7086606/#post-154636018

 

[TerryPower]

https://forums.hardwarezone.com.sg/...s-more-fiscal-support.7086606/#post-154636018

thanks! will discuss in that thread instead

 

[DriftKing]

Man, cict really lacklustre, bulk of funds stuck there

 

[limster]

after flatlining for weeks, FLCT has finally started moving... downwards. I last bought at $0.91, so I will average down when it hits $0.87.

On the other hand, all my China ETFs are moving upwards, so you win some and lose some, and the overall trend is up.

 

[ask_yip]

MINT suddenly laosai

what happened?

 

[mooseolly]

Man, cict really lacklustre, bulk of funds stuck there

I am planning to start position when it goes below 1.90.

 

[stanlawj]

I have a bearish outlook on HK property due to the price correction that is needed.

However, the future of HK lies in the Greater Bay Area project.
https://www.bayarea.gov.hk/en/home/index.html

HK still needs a lot of work. I have not seen or heard anything significantly different except more HKers leaving HK to shop in SZ, and firesales in HK apts.

In contrast, Master Leong is wildly bullish on HK property (Link REITs, MPact).

He may be correct, if assuming the Greater Bay Area master plan works out, HK will regain its glory, perhaps in a different form.

 

[dontwastetime]

While ML is correct in the general market direction, I see no hope in HK property market

It's like what would happen to SG property, if JB removes all restrictions on property & visa requirement on Sporeans

Further more China is no Malaysia, the opportunities are still very vast

I have a bearish outlook on HK property due to the price correction that is needed.

However, the future of HK lies in the Greater Bay Area project.
https://www.bayarea.gov.hk/en/home/index.html

HK still needs a lot of work. I have not seen or heard anything significantly different except more HKers leaving HK to shop in SZ, and firesales in HK apts.

In contrast, Master Leong is wildly bullish on HK property (Link REITs, MPact).

He may be correct, if assuming the Greater Bay Area master plan works out, HK will regain its glory, perhaps in a different form.

 

[stanlawj]

While ML is correct in the general market direction, I see no hope in HK property market

It's like what would happen to SG property, if JB removes all restrictions on property & visa requirement on Sporeans

Further more China is no Malaysia, the opportunities are still very vast

ML maybe correct in the cyclical rebound in HK property REITS valuation. However, it may resume the slide after the rebound is fully played out by 2025, which is basically the resumption of secular decline since more opportunities in SZ and GD than HK.

 

[DevilPlate]

ML maybe correct in the cyclical rebound in HK property REITS valuation. However, it may resume the slide after the rebound is fully played out by 2025, which is basically the resumption of secular decline since more opportunities in SZ and GD than HK.

He think Link reit is too undervalued thats all.

 

[Iyarash11]

bank up reits down, bank down reits also down, 作风优良

 

[Synchroniza]

whats the plan for reits usually? buy and hold to get dividends. or as per every stock buy low enjoy dividiends and when high sell and repeat..

 

[TehSi99]

whats the plan for reits usually? buy and hold to get dividends. or as per every stock buy low enjoy dividiends and when high sell and repeat..

Reits investing normally is for dividends.

Sell when fundamentals change or when dividend yield has dropped to historical low.

 

[Synchroniza]

Reits investing normally is for dividends.

Sell when fundamentals change or when dividend yield has dropped to historical low.

thanks for the reply! im looking to diversify my portfolio from etf by adding reits. just an ordinary average income earner trying to make it for retirement

 

[ctan84]

thanks for the reply! im looking to diversify my portfolio from etf by adding reits. just an ordinary average income earner trying to make it for retirement

Like that its safer if you just get the sg reit ETF rather than trying to pick individual reits loh. The risk for that extra 0.5-0.7% dividend not very worth it.

 

[Synchroniza]

Like that its safer if you just get the sg reit ETF rather than trying to pick individual reits loh. The risk for that extra 0.5-0.7% dividend not very worth it.

will look into that.. currently im just holding c38u

 

[ctan84]

will look into that.. currently im just holding c38u

CICT is a good start. That was my first REIT too when it was still Capmall b4 the merger with their office assets.

 

[stanlawj]

IT'S OVER FOR SREITS.... Gabriel Yap, the REITS GURU has switched to US TECH STOCKS!



IT'S OVER, IT'S OVER... SREITS IS DEAD.

 

[highsulphur]

IT'S OVER FOR SREITS.... Gabriel Yap, the REITS GURU has switched to US TECH STOCKS!



IT'S OVER, IT'S OVER... SREITS IS DEAD.

I think it's a reverse indicator. The rest of us have been in us stocks all this time

 

[mooseolly]

Just bought more C38U at 1.93. Imo next week rate cut reits may bounce .