General S-REITs Discussion Thread

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yumsang

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Andrew833 said:
Hard to say, if tomorrow rally then xd wouldn't drop below 1.40
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true, and flct quite resilient.
but prefer CPI improve and US got good rebound and STI got rally.
is ok if unable to get flct at good price but got chance to let go some US stocks also good
 
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chinesetcm

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Andrew833 said:
Only CLCT is higher risk due to 100% expose to China.

The underline one is I copy and paste, if you click it will link to Investing Note. I found out after I posted. :LOL:
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in my opinion, aims reit is higher risk as it's under a smaller sponsor. just my own view only and i might be wrong. Of course, if China is in political turmoil in future, that will be another story.
 
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Andrew833

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chinesetcm said:
in my opinion, aims reit is higher risk as it's under a smaller sponsor. just my own view only and i might be wrong. Of course, if China is in political turmoil in future, that will be another story.
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AA REIT
not the latest detail;
Sponsor hold 6.38% (this is low compare to other sg REIT)
REIT manager hold 1.16%
Directors of REIT manager hold 8.52%

Latest earning result
2H Revenue up 18.9% yoy
2H NPI up 16.6% yoy

FY Revenue up 16.1% yoy
FY NPI up 17.9% yoy

Performance good and well manage so I don't think it is high risk.
Sponsor is active in the areas of mortgage lending, securitisation, investment banking, funds management, property investment, biomedicine investment, high-tech investment. I think not that small.
 
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luckyplate

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I am here to give some tips.. the correction is not over ... the US tech stock will likely correct like china.. get out of the high value tech stock while you can... apple.microsoft might look good ... but it is going to correct at least 30 %
 
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ctan84

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luckyplate said:
I am here to give some tips.. the correction is not over ... the US tech stock will likely correct like china.. get out of the high value tech stock while you can... apple.microsoft might look good ... but it is going to correct at least 30 %
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If doesn't correct 30% at least, are you gonna parade around orchard road in purple undies?
 
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TehSi99

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luckyplate said:
I am here to give some tips.. the correction is not over ... the US tech stock will likely correct like china.. get out of the high value tech stock while you can... apple.microsoft might look good ... but it is going to correct at least 30 %
Click to expand...

Does the correction has to make sense with the earnings? If corrected too much, doesnt it becomes an undervalued stock?
 
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Frostmourne1987

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Wah i stun to see MCT buang so much.. theres gonna be an upcoming PO at $2 leh to absorb MNAT.. if still $1.7+ like that the PO buang liao?

I dunno whether to be greedy or fearful.. either big players come in to prop up the price, or scully price free fall lower due to dilution o_O
 
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