General S-REITs Discussion Thread

[LWZ]

https://dollarsandsense.sg/mas-appo...e-stocks-what-this-means-for-local-investors/

Will this helps?

Interesting to note that one of the three AMs is headed by Ng Kok Song, the former presidential candidate. He has been in the industry a very long though, was the founding chairman of SIMEX.

 

[1.koln]

Hopefully this is start of REITs bull cycle

But I suspect will drop if recession is confirmed

 

[DriftKing]

Check the price now?

Yea, recovered a bit, but now it's the underlying effect of weak economy vs dropping interest rates. Revenue (rental) vs finance cost see which one drop faster

 

[DevilPlate]

Yea, recovered a bit, but now it's the underlying effect of weak economy vs dropping interest rates. Revenue (rental) vs finance cost see which one drop faster

We may benefit from 10% tariff in the region (lowest) which also may spur more industrial space demand

Lets see

 

[thretiredDad]

Yea, recovered a bit, but now it's the underlying effect of weak economy vs dropping interest rates. Revenue (rental) vs finance cost see which one drop faster

Today Ascendas REITs,
tomorrow capland int comm,
Wednesday capland invest

let’s see

 

[stanlawj]

We may benefit from 10% tariff in the region (lowest) which also may spur more industrial space demand

Lets see

You must be kidding me. Singapore industrial space demand is not what the govt wants. Because the property tax is lowered and lots of concessions. RESIDENTIAL and COMMERCIAL is more important.

 

[DevilPlate]

You must be kidding me. Singapore industrial space demand is not what the govt wants. Because the property tax is lowered and lots of concessions. RESIDENTIAL and COMMERCIAL is more important.

This is smthing not the govt can control. Trump dictate the tariff rates.
Btw how u infer that our govt don’t want to grow our industrial sector?

If our govt really so desperate to collect tax then they should lower residential absd on foreigners to 30% (Limit them to CCR locale)
Collect some rather than near zero……who will pay 60% except wuhan/fujian gang?

 

[DriftKing]

Today Ascendas REITs,
tomorrow capland int comm,
Wednesday capland invest

let’s see

Exciting..vested clar and cict

 

[limster]

We may benefit from 10% tariff in the region (lowest) which also may spur more industrial space demand

Lets see

true, you need to have industrial space in order to magically transform transhipped items into Singapore products.

 

[stanlawj]

This is smthing not the govt can control. Trump dictate the tariff rates.
Btw how u infer that our govt don’t want to grow our industrial sector?

If our govt really so desperate to collect tax then they should lower residential absd on foreigners to 30% (Limit them to CCR locale)
Collect some rather than near zero……who will pay 60% except wuhan/fujian gang?

JS-SEZ + carbon tax

 

[Euqorab]

Stanchart online trading $0 commission for SGX shares in August (capped at $60 rebate), will take this as an opportunity to do some REIT buying. Bought a little bit of FLCT today at $0.865.

Thanks for lobang
Why logistic though?

 

[Euqorab]

https://dollarsandsense.sg/mas-appo...e-stocks-what-this-means-for-local-investors/

Will this helps?

Hope they focus on SMEs, not reits nor blue chip nor ex-blue chip

as those cats will have people more interested in

 

[Euqorab]

Hopefully this is start of REITs bull cycle

But I suspect will drop if recession is confirmed

Recession triggered by?

 

[TehSi99]

Recession triggered by?

Now the more we talked about recession, stock market ath, interest rate cut, tariffs.... the more stocks market rises.

 

[DevilPlate]

JS-SEZ + carbon tax

But u say resi more impt and then they impose so many liang teh for what?

 

[limster]

Thanks for lobang
Why logistic though?

As mentioned earlier, I visited Aus and drove through several business parks. Lots of activity and building going on. Bullish on Australia, and their currency has more upside than downside at current level.

However, I was previously wrong on FLCT and could be wrong again! Pls DYODD

 

[stanlawj]

But u say resi more impt and then they impose so many liang teh for what?

Ok, maybe I seem to get the impression because of the recent changes that move a lot of old industrial places towards new congregations of industrial activities, including intensification through plot ratio for industrial properties.... but JS-SEZ is clearly a stab in the back.

 

[DriftKing]

Today Ascendas REITs,
tomorrow capland int comm,
Wednesday capland invest

let’s see

CapitaLand Ascendas REIT DPU for 1HFY2025 down 0.6% y-o-y to 7.477 cents due to enlarged unit base.

Please don't drop too much tmr

 

[thretiredDad]

CapitaLand Ascendas REIT DPU for 1HFY2025 down 0.6% y-o-y to 7.477 cents due to enlarged unit base.

Please don't drop too much tmr

No eye see tomorrow

 

[DevilPlate]

Ok, maybe I seem to get the impression because of the recent changes that move a lot of old industrial places towards new congregations of industrial activities, including intensification through plot ratio for industrial properties.... but JS-SEZ is clearly a stab in the back.

Btw i lumped biz park, sci park, data ctr etc under industrial