General S-REITs Discussion Thread

[audiovideo]

Only keeping cict, flct, fct and mint.

 

[Andrew833]

Only keeping cict, flct, fct and mint.

No changes for me. Already rebalance in May and Sept.

 

[TehSi99]

Mine too. Good chance to add more if you still confidant with your investment.

Rising interest rate environment not good for Reits. Only afraid price to go down more and nothing to do with the fundamentals.

Maybe the lao jiao Reits investors here can comment and advise.

 

[TehSi99]

Only keeping cict, flct, fct and mint.

i like FLCT.
Not sure why FCT still tanking when I see crowds in the malls. At least go back to S2.40 please.

 

[audiovideo]

i like FLCT.
Not sure why FCT still tanking when I see crowds in the malls. At least go back to S2.40 please.

Hope to add more flct at 1 38 or lower
It's coming .....

 

[TehSi99]

Hope to add more flct at 1 38 or lower
It's coming .....

Even price drop into red zone for my FLCT.

Cash limited.

Will monitor to see how much drop due to interest rate rising.

 

[dappermen]

i like FLCT.
Not sure why FCT still tanking when I see crowds in the malls. At least go back to S2.40 please.

just go 4 it when u hve the Funds again, Dont be affected by any thg tht doesnt affect its biz fundamentals!!!!
u got Fine taste leh fr what u bought eg Sasseur FLCT! nt many here Could!

but why 2.4??? u bought around this Pr?
its 52 wk high shd b $1.5... ++



buy all u need 4 FLCT , it is better than some other big names!

hope flct can drop below 1.40 to reenter

YS , your dream realised!!!!!!!!!!!!!!!!!!!!!!!

those goin 4 big mgrs/ reputable names - only 1 gd 1 (damned gd ) reit shortlisted 4 this mth ie FLCT, nt others of the popular

https://research.sginvestors.io/202...HzVBsDb57lEw6AoUbbglr4jXkgcRGIqBwkp2Ax09A9NWI

nt similar yet comparing??? but 4 sure FLCT is better if u thk developed ctries will b growing after the pandemic
SE/Asia - focused? : MLT

some famous stks just keep tumbling dwn !!! & wors some will say the mkt Price is Nothing
since Aug
https://forums.hardwarezone.com.sg/...icial-sgx-m44u.3135013/page-89#post-136249932

The qns raised here is very reasonable:
https://links.sgx.com/FileOpen/20220110-MLT EGM 2022-QA Anc.ashx?App=Announcement&FileID=697170Dilution is extremely true!!

But the reply? Cliche, diplomatic and very PR: in short?
So ExPECTed!!!


I start to quietly observe mLt only from aug-sep onwds 2021

https://forums.hardwarezone.com.sg/...icial-sgx-m44u.3135013/page-95#post-139135814

 

[TehSi99]

Reits dropped like 1%, 2%, 3%...... eating away the dividends.

Rising interest rates will have an impact on the divided payout and the cost of the debts?

 

[dappermen]

yes but cost of renting retail/ bldg space will up too!!!! biz role is to Suck blood!

 

[luckyplate]

Rising interest rate environment not good for Reits. Only afraid price to go down more and nothing to do with the fundamentals.

Maybe the lao jiao Reits investors here can comment and advise.

Approaching 61.8 key support for some of the power house.. Going to test this support..

 

[luckyplate]

Reits dropped like 1%, 2%, 3%...... eating away the dividends.

Rising interest rates will have an impact on the divided payout and the cost of the debts?

It is just a market reaction.. Not necessary means will impact payout...

 

[starbugs]

There's no need to worry about day to day fluctuations for reits, since these are intended to generate dividends. Besides, the purchase prices for most of us here are probably still way below current prices.

 

[homer123]

Reits has room to fall another 10-20% anytime this year until interest rate hike cycle is at least 1/2 way over.. Nibble the good one slowly while paying attention to its yield and P/B.. Don't get caught overpaying something that cannot cover inflation

 

[ctan84]

Reits has room to fall another 10-20% anytime this year until interest rate hike cycle is at least 1/2 way over.. Nibble the good one slowly while paying attention to its yield and P/B.. Don't get caught overpaying something that cannot cover inflation

20% ? You got to be kidding lah. if that happens, ok I won't tock my kkj, but I will shave botak.

 

[homer123]

20% ? You got to be kidding lah. if that happens, ok I won't tock my kkj, but I will shave botak.

Why not ? If reit has high gearing and decreasing DPU , price can go down the drain easily.. Just look at Ascendas I-reit crashing >7% in one day yesterday due to 14% drop in DPU. KDC has also gone from >$2.5 to less $2.2 in less than a week which is >10% drop. These have big name sponsors behind them.. 20% drop might be too consevative.

 

[soneat]

Reits has room to fall another 10-20% anytime this year until interest rate hike cycle is at least 1/2 way over.. Nibble the good one slowly while paying attention to its yield and P/B.. Don't get caught overpaying something that cannot cover inflation

Imho, this is a likely scenario.
Some will get hit harder than the others.

 

[TehSi99]

20% ? You got to be kidding lah. if that happens, ok I won't tock my kkj, but I will shave botak.

That is alot.
I see most Reits is already at 52 weeks low or even lower. Another 10-20% sre

Reits has room to fall another 10-20% anytime this year until interest rate hike cycle is at least 1/2 way over.. Nibble the good one slowly while paying attention to its yield and P/B.. Don't get caught overpaying something that cannot cover inflation

That is alot.
I see most Reits is already at 52 weeks low or even lower. Another 10-20% drop is more than few years of dividend payout, that is exclude current drop.

 

[luckyplate]

some are very cheap.. will not drop alot ...some are expensive ..

 

[ctan84]

some are very cheap.. will not drop alot ...some are expensive ..

Can give some examples of each category?

 

[luckyplate]

focus on value ...