General S-REITs Discussion Thread

[limster]

With reits prices at lows, maybe etf reits is a better choice instead of stock picking.

I always thought its the other way around. When prices are low, go for high beta, when prices are high, go for low beta.

 

[DevilPlate]

I always thought its the other way around. When prices are low, go for high beta, when prices are high, go for low beta.

When index are high, see any laggards but maybe value trap lol

 

[edwardZ]

been observing reits for quite awhile and they are still in accumulation mode for some...

Mapletree Pan

maybe will really see that 1.1 zone

Mapletree Log

buy here and buy lower if crack $1

 

[DevilPlate]

Mapletree launched 12yr SGD bond at 3.85% only
wow so low

 

[limster]

Mapletree launched 12yr SGD bond at 3.85% only
wow so low

thats why always buy brand name REITs with lower cost of borrowing REIT rally coming soon?

 

[d5dude]

Mapletree launched 12yr SGD bond at 3.85% only
wow so low

Turned out to be 3.688%, not a whole lot more than their last 10 year bond issuance in 2019, which was priced at 3.58%.

SGD corp bond yields are pretty much back to where they were in 2019, when SORA was barely above 1%.

 

[stanlawj]

REITS are behaving poorly.

 

[Iyarash11]

Ascendas dio whack

 

[addict951]

Sian, NPC/CWP reit also starting to crumble...

 

[ctan84]

Sian, NPC/CWP reit also starting to crumble...

huh simi reits are these?

 

[yslvlys]

OK leh, CDL and Ascott and Hampshire still maintain or go higher.

 

[lunafan]

REITS are behaving poorly.

this is good news isn’t it?
low base price, easier to buy
as long as dpu don’t collapse, i don’t see any major concern
IMHO the worse is almost over, it will only get better from next year onwards
good opportunity now to build some positions

 

[sohguanh]

this is good news isn’t it?
low base price, easier to buy
as long as dpu don’t collapse, i don’t see any major concern
IMHO the worse is almost over, it will only get better from next year onwards
good opportunity now to build some positions

My simple rule is the Reits got hit 52 week low or not some bluechip REIT close but bounce back up means got strong support.

 

[TehSi99]

this is good news isn’t it?
low base price, easier to buy
as long as dpu don’t collapse, i don’t see any major concern
IMHO the worse is almost over, it will only get better from next year onwards
good opportunity now to build some positions

Buying with CPFOA as very long term investment. Hope prices stop dropping and maintain dividends as 6%.

If depends on salary to survive + retirement, it is not enough and >50s can only do security and grab is kena retrench.

 

[sohguanh]

Buying with CPFOA as very long term investment. Hope prices stop dropping and maintain dividends as 6%.

If depends on salary to survive + retirement, it is not enough and >50s can only do security and grab is kena retrench.

And for some >50 sway kena children that dun wanna work so you need to feed them on top of yourself.

 

[TehSi99]

And for some >50 sway kena children that dun wanna work so you need to feed them on top of yourself.

Life is tough now. Previous generation sole bread winner and still can earn enough to retire.

 

[TehSi99]

At first I thought 1 or no interest rate cut already price in. But CFA still dropping with no ending in sight.

 

[highsulphur]

At first I thought 1 or no interest rate cut already price in. But CFA still dropping with no ending in sight.

i am puzzled too but I guess i just have to hang on till the end of the rate cuts

 

[revhappy]

At first I thought 1 or no interest rate cut already price in. But CFA still dropping with no ending in sight.

I think rate cuts are secondary. The main driver is whether there is increasing rental demand.

Singapore is kind of the last office market which has not yet cracked
Every other office market has cracked due to WFH and layoffs.

So, my guess is there won't be recovery anytime soon. If we have recession then more downside.

Also the basic premise of stock market investing is that stocks that are near 52 week highs are likely to make new highs and stocks which are at 52 week lows are likely to make new lows.

 

[iceiscold]

I missed the tech bull run. Now I heavy in REITs and bonds. Hope next bull run will be these 2 when rates cut.