MapleTree NAC Trust

[DukeCS33]

What if they repaired. Then rioters destroy again. Then repair again, destroy again... etc. Lose lose?

Negative rental reversion, no tenants, etc. Can only spiral downwards?

I cannot understand why investors like to catch falling knives. Can they predict when the riots and protests may end? Why not wait for the riots and protest to end then buy when there is an uptick... sure - one could not catch the lowest price when the market rallies after protests end but can one definitely catch the bottom when the stock is plunging? He would end up holding a stock that is dropping with no bottom in sight in the second scenario whereas in the first scenario, he has already seen the bottom.

 

[articland05]

I cannot understand why investors like to catch falling knives. Can they predict when the riots and protests may end? Why not wait for the riots and protest to end then buy when there is an uptick... sure - one could not catch the lowest price when the market rallies after protests end but can one definitely catch the bottom when the stock is plunging? He would end up holding a stock that is dropping with no bottom in sight in the second scenario whereas in the first scenario, he has already seen the bottom.

nah. one can nv know when is the bottom until the price has shot up again. by then the boat has sailed...

but i agree on not putting money in until one can see some clarity.

money hard to earn

Sent from LGE LG-H990 using GAGT

 

[BeHappyLo]

It is always better to average up than to average down.
To me, HK is finished.

 

[articland05]

It is always better to average up than to average down.
To me, HK is finished.

I feel HK situation is just temporary, it will end one day

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[Layers]

It is always better to average up than to average down.
To me, HK is finished.

hk is finish for hk ppl. not to china. just need to redevelop come 2047

Sent from Samsung SM-N950F using GAGT

 

[assiak71]

The working adults and students who are the next gen of hk ppl are protesting. Really dont see how they get out of this

 

[Raynon]

The working adults and students who are the next gen of hk ppl are protesting. Really dont see how they get out of this

When their basic needs (eg no money) become threatened due to economy crisis, they will stop all these eventually

 

[DukeCS33]

When their basic needs (eg no money) become threatened due to economy crisis, they will stop all these eventually

On the contrary, they may get more extreme as there is nothing to lose then. Somehow, the Chinese would not give way as that may enbolden other states to protest to get their way. All these may well end with martial law and the Chinese military moving in to enforce. That would be an alert for me to start picking some buys in the HK mkt.

 

[Kapish]

I feel HK situation is just temporary, it will end one day

Sent from LGE LG-H990 using GAGT

it will end but hong kong in what condition.
ruin or prosperity? it will be wildly optimistic to think everything will go back to normal and pretend nothing happen

 

[articland05]

it will end but hong kong in what condition.
ruin or prosperity? it will be wildly optimistic to think everything will go back to normal and pretend nothing happen

that's why I'll wait for better opportunities before buying...

HK won't just disappear into thin air and all the HK companies become worthless just because of this riot.

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[lightchaser]

almost everyone is pessimistic...good time to buy

 

[starbugs]

It is difficult to see HK back to its former glory. Besides, Mapletree NAC isn't exactly at a bargain price now.

 

[Merg91]

HK will recover.

Even horse face still want to list his Alimama at HKSE at this chaotic moment.

Are HKSE indices and property prices crashing?

It is difficult to see HK back to its former glory. Besides, Mapletree NAC isn't exactly at a bargain price now.

 

[Raynon]

HK will recover.

Even horse face still want to list his Alimama at HKSE at this chaotic moment.

Are HKSE indices and property prices crashing?

https://www.theedgesingapore.com/capital/brokers-calls/ocbc-remains-optimistic-mnact-despite-extensive-damage-hong-kong-property

 

[bondskyfall]

What if they repaired. Then rioters destroy again. Then repair again, destroy again... etc. Lose lose?

Negative rental reversion, no tenants, etc. Can only spiral downwards?

CAN WRITE OFF THE WHOLE MALL ALREADY .

THE MOMENT IT'S REPAIRED AND RE-OPENED NEXT MONTH , THE PEACEFUL TERRORISTS WILL BURN AND SMASH AGAIN .

 

[bondskyfall]

GG , 70% EXPOSURE .

 

[Angry Bird]

GG , 70% EXPOSURE .

off topic, but can someone teach me why dairyfarm exposure on hk alone so high?? 78% ??... and dairyfarm no biz in s'pore??... it cant be wrong as info from bloomberg...

 

[BeHappyLo]

off topic, but can someone teach me why dairyfarm exposure on hk alone so high?? 78% ??... and dairyfarm no biz in s'pore??... it cant be wrong as info from bloomberg...

go n read dairy farm international accounts la..........it is on the internet.

 

[DukeCS33]

it will end but hong kong in what condition.
ruin or prosperity? it will be wildly optimistic to think everything will go back to normal and pretend nothing happen

Valuation of HK stocks would suffer but markets have a tendency to over react. In any case, when this is over, the companies with strong balance sheet and investment moat would survive and potentially thrive during rebuilding. This is where chance favours the brave and the smart. Those smart enough to read the macro variables, and pick good companies may make good $.

 

[Raynon]

Quote from the edge by OCBC: seems like loss of income from rental and damage on assets are claimable from insurance company, hence minimal impact
“
In particular, they have identified two types of coverages the mall has under its belt – a policy on physical damage with an adequate sum covered, as well as business interruption insurance which covers the loss of rental income.

“MNACT has initiated the process for claims and a site inspection has already been carried out by the insurers,” says the team in a report on Thursday.
“However, given that there would likely be a backlog of claims from other affected parties amid city-wide disruptions, we believe it would take time before any reimbursement is done,” it adds.

In the near term, the analysts also note that MNACT appears confident that the incident has limited impact on its FY20 financials. This is despite a lack of visibility on exactly how long the mall – which closed on Tuesday amid city wide disruptions – will remain closed for.”