General S-REITs Discussion Thread

[ctan84]

the writing is on the wall, will end in failure

Wah wat did u hear or see siah...

 

[addict951]

This KDC hit new 52-wk high today: 2.31/2.32 at time of post
Jin scary leh, up non-stop while most reits comatose liao.
Scare later suddenly ‘H’ then hoseh liao ask for money again.

 

[stanlawj]

This KDC hit new 52-wk high today: 2.31/2.32 at time of post
Jin scary leh, up non-stop while most reits comatose liao.
Scare later suddenly ‘H’ then hoseh liao ask for money again.

It is back to Covid stock mania. Buyers and algos are pushing for future earnings growth. This time is AI induced mania replace Covid.

 

[stanlawj]

REITS sector now under algo selling pressure, correlated to UST long bond yields rising since 2 Oct.

This rise in UST yields is temporary. Once Elon Musk takes charge of the Government Efficiency Commission in 2025, he will begin cutting the Federal agencies' headcount and slashing regulations. Trump will cut the defence spending by withdrawing foreign US military deployments. This will slow down the increase in US govt debt issuance substantially.

 

[addict951]

Hor hor, see, old folks home reit asking for money riao

 

[ask_yip]

MPACT lao sai liao, result like sai

if want to enter can consider, 6% yield now

 

[dontwastetime]

MPACT lao sai liao, result like sai

if want to enter can consider, 6% yield now

How about CapitaLand China Trust (SGX: AU8U) ? Dividend almost 8%

At 0.755 Market is behaving like the China stimulus didn’t happen

 

[stanlawj]

MPACT lao sai liao, result like sai

if want to enter can consider, 6% yield now

How about CapitaLand China Trust (SGX: AU8U) ? Dividend almost 8%

At 0.755 Market is behaving like the China stimulus didn’t happen

Yes I agree, BTFD here.
Unfortunately, no money for this at the moment. My bullets for REITS all already fired, sitting at about -2.6% (i.e. loss) overall on current SREITS positions.

 

[sky1978]

How about CapitaLand China Trust (SGX: AU8U) ? Dividend almost 8%

At 0.755 Market is behaving like the China stimulus didn’t happen

They should just dump those assets into a new China REIT and call it a day.

A few months ago, it was mentioned that REITs in China trade at around 4.5% yield. Now that prices have moved up, the yield probably get back down to the 4% range. Maybe getting Chinese investors to hold China assets will make more sense.

https://www.reuters.com/markets/asi...ecord-lows-economic-gloom-lingers-2024-01-11/

 

[Tiny Shrimp]

wah reits, what happened?
what is your price signalling?

 

[ctan84]

MPACT lao sai liao, result like sai

if want to enter can consider, 6% yield now

Nah, >1.25 isn't an attractive entry point.

 

[TerryPower]

Shouldn't have anyhow follow youtubers

Just all in SG banks for simple no brain investment.

 

[0218crawford]

REITS !?

ever since kena scammed by AMDK's eagle reits which folded shortly after listed, moi avoided the 5 letters.

 

[lunafan]

lol as usual, when price drop a bit only, all the paper hands will come here to complain. Most reits already rallied like 20-30% over past few months, valuation is frontrunning the actual rate cut by too much, only normal for it to come back to reality as financing cost is only peaking in the coming quarter

 

[sohguanh]

lol as usual, when price drop a bit only, all the paper hands will come here to complain. Most reits already rallied like 20-30% over past few months, valuation is frontrunning the actual rate cut by too much, only normal for it to come back to reality as financing cost is only peaking in the coming quarter

Likely most have it way before the drop few years ago. Mine all still green and no I never average up during past few weeks surge as not my style. Even rights will push up if I take all I also control not to subscribe too much.

 

[ask_yip]

MINT positive results, including divestment gain

tmr price go up?

 

[audiovideo]

Rate cut like no cut

 

[Tiny Shrimp]

What do you all think of CLAT?
Don't move much one
But I looking

 

[ctan84]

Rate cut like no cut

Already bounced up from April / July lows leh. How high you want the surge to be siah...

 

[Tiny Shrimp]

So REITs...
Back to testing old lows again
Average down somemore or what