General S-REITs Discussion Thread

[dappermen]

 

[dappermen]

I love Esg/sdg and sustainability!

But interesting yet Extremely truthful comments abt mLt (b it price or growth is not everything):

Read comments below esp by YC or …
https://www.moomoo.com/community/feed/107285418410390?lang_code=2
Everyone wanna the special bonus of price appreciatn and no1 failed to praise/applaud for investors who has capital gains
(Div gains is a default for reit investg rite? Nothing unusual)
Who will resist or not look fwd to cap gain??

 

[TehSi99]

Someone once told me what institutions buy or sell is not important, but i often see their actions has an impact on the prices.

Are we just small fishes in their ocean?

 

[Sadisticnoob]

I love Esg/sdg and sustainability!

But interesting yet Extremely truthful comments abt mLt (b it price or growth is not everything):

Read comments below esp by YC or …
https://www.moomoo.com/community/feed/107285418410390?lang_code=2
Everyone wanna the special bonus of price appreciatn and no1 failed to praise/applaud for investors who has capital gains
(Div gains is a default for reit investg rite? Nothing unusual)
Who will resist or not look fwd to cap gain??

I find ESG kind of a load of bollocks if you ask me.

Just because you go around donating a couple of thousands and go around planting a few trees doesn't make you very sustainable. All profit -making companies end up is to make profit.

Someone once told me what institutions buy or sell is not important, but i often see their actions has an impact on the prices.

Are we just small fishes in their ocean?

Yes we are just small fishes, dont think your puny 500,000 shares is going to make a big difference.

 

[dappermen]

Someone once told me what institutions buy or sell is not important, but i often see their actions has an impact on the prices.

Those experts who told u that is so wrong!!! So evil them!
If no impact why bother to segregate institutional v retail? A big diffce!
Been sharing: at least since jul …
https://forums.hardwarezone.com.sg/...ussion-thread.4313167/page-135#post-135543009
Very impactful esp whenever temasek drops off whatever….
https://forums.hardwarezone.com.sg/...ussion-thread.4313167/page-140#post-136746736
There r pp who dont believe in sustainability, i respect their choice…
But that doesnt stop us for believing and doin abit more…. Vegans conte to be vegans for several reasons eg gd health and to….. it is a life choice, nothing to do with trying to profit something when we invest in esg/sustainability….

 

[Andrew833]

Someone once told me what institutions buy or sell is not important, but i often see their actions has an impact on the prices.

Are we just small fishes in their ocean?

If the someone is talking about long term investing, yes, he/she is correct. In long term investing, as long as you do your own research and the company is good, price volatility will not affect your long term plan.
Short term yes. Institutions buying and selling will create volume, panic, FOMO etc. Therefore price went up or went down.

 

[wutawa]

Buy reit shouldn’t look at unrealised gain or loss should look at cash flow instead
If get capital gain is a bonus

excellent portfolio with capital gains

 

[dappermen]

Short term:

Never shd one be affected by the behaviour of institutional buyers at all
Cos they r paid to buy and to perform

But their bhaviour tell us what they not desired and wat they loved!

 

[yumsang]

people nvidia run dc huat until mama no recognize but keppel dc price drop from feb till now.

 

[Andrew833]

people nvidia run dc huat until mama no recognize but keppel dc price drop from feb till now.

Keppel DC kena throw rubbish from M1 by Keppel Group, no longer a good buy.
Btw currently due to the US10Yr bond up, REITs all down badly, but just for short period of time.

 

[tasslehoffs]

people nvidia run dc huat until mama no recognize but keppel dc price drop from feb till now.

That's why must Dodd. Go check out latest data center processors, shrink entire floor of dc into one cabinet,save space save power. Data centers have to keep getting new tech else lose to other data centers. So who earn the most here.. obviously the one selling the tech aka Nvidia.

 

[jess_sy]

Anyone know why MINT laosai? And is it okay to board the boat?

 

[audiovideo]

Dino nowadays server processors already so powerful can one rack replace entire floor. Thought Nvidia server chip still in the making. Lost touch liao

 

[Andrew833]

Anyone know why MINT laosai? And is it okay to board the boat?

Due to the US10Yr bond up, REITs all down badly, but just for short period of time.
Good price now but you need to read the REITs latest earning result to understand it before buying.

 

[Andrew833]

That's why must Dodd. Go check out latest data center processors, shrink entire floor of dc into one cabinet,save space save power. Data centers have to keep getting new tech else lose to other data centers. So who earn the most here.. obviously the one selling the tech aka Nvidia.

I think just new tech, data center for example REITs are renting out the space. New tech introduce = higher rents to the tenants.

 

[audiovideo]

For DC, is mainly about space, power supply stability and security. Be it cloud or on premise and what type of server to use or how advance the chips are, is up to the service provider or owner of the systems. Left DC env for 2 years liao, not sure if things have changed much.

 

[audiovideo]

Anyone know why MINT laosai? And is it okay to board the boat?

Bought a bit and also to make it all 1000 shares lot, no like 700 shares dangling

Analyst say tp $3+ so add and pray.

 

[terence2112]

Just scooped 6000 units of MIT yesterday. Bought it for dividend play.

 

[Andrew833]

Bought a bit and also to make it all 1000 shares lot, no like 700 shares dangling

Analyst say tp $3+ so add and pray.

Do you mean me, 100 shares dangling

 

[dappermen]

was surprised so MUch -ve reviews abt DC Keppel but b4 tht in Jul no1 mentioned to HWZ mbrs @ all
@singqian bought alot??
i thk many loved Dc alot MORE! till i see fri's comments....

If since going to collect individual REITs from Mapletree, Keppel, Frasers.

Why not just go for REITs ETF? @.@ I.e:- Lion-Phillip S-REIT ETF or NikkoAM-StraitsTrading Asia Ex Japan REIT ETF (inclusive outside SG)


J69U FRASERS CENTREPOINT TRUST
BUOU FRASERS LOGISTICS & COM TRUST
AJBU Keppel DC Reit
K71U Keppel Reit
N2IU Mapletree Com Tr
ME8U Mapletree Ind Tr
M44U Mapletree Log Tr
RW0U Mapletree NAC Tr

Not all r “collectibles”…. https://www.theedgesingapore.com/ca...F2RODluBO2Oa7NvbPtozPh_WyezH783ePz6vxSkiyoivk

Eg nt all Under mapletree i felt it is worth it… not dc too

Institutional selling desparately yet retail investors assumed it is cheap buy (i often hear many speaking hot sale ah great sg sales hence all snatching)
See
Cict
And eeeewwww keppel Dc, yangzijiang SiA



Ara logos and cromwell are good ones but… hardly heard retailers talking about , not sure why

https://forums.hardwarezone.com.sg/threads/syfe-reit.6196988/page-18#post-135583485"Not all the reits in the iedge sreits r collectibles hor eg there r many div suckers keep sucking up mapletree triology or 4logy …. Or keppel

I dont feel all r good"

this wont help @ ALL , acquires New 3rd DC in Netherland
https://links.sgx.com/1.0.0/corpora...238f9d33a4aa54542a80a0170f8531adec1107467e55c