*Official* MasterLeong Thread

[Sinkie]

interesting

funds and instititonal selling singtel but is retailer absorbing

 

[Average]

Wa......Average didi attained Master level liao?!?!?

wts, i missed that. moi havent even graduated yet... but tcss+pcw master i am.

Sent from 穷小子 using GAGT

 

[Genosis]

interesting

funds and instititonal selling singtel but is retailer absorbing

The retailers are 'patriotic' mah......

 

[Genosis]

Die la, stuck with lao ya reit now. Dont know what to do.
SB Business Reits

Sometimes when the fundamentals change permanently, u just have to cut.....I also fully cut my huge cache position this year

 

[MasterLeong]

Die la, stuck with lao ya reit now. Dont know what to do.
SB Business Reits

last time i posted so much about why SB reit sucks u never listen

so many ppl shoot me... say I always bear on stocks i not vested...

 

[MasterLeong]

I agree. Even though I shop online a lot, I still like/need to go malls for food, movies , salon and massages.

u girl is it lol~~~~~~~~~~~~~

 

[Average]

last time i posted so much about why SB reit sucks u never listen

so many ppl shoot me... say I always bear on stocks i not vested...

heng i cut before rights issue @68.5cents. was salty when it went over 70cents later on... actually if consider my entry price @65.5cents, din drop alot lah...

Sent from 穷小子 using GAGT

 

[strangerjun]

interesting

funds and instititonal selling singtel but is retailer absorbing

can see some interesting patterns..

Institution buy, retail sell...

my comfort taxi is in the institution net sell.

 

[dolph001]

MasterLeong, DK, and anyone else who is bullish or have investment in REITs, especially in retail ones... care to comment on whether the author's article make any sense or trying to instill fear?

http://fifthperson.com/the-retail-steamroller-has-arrived/?inf_contact_key=b0df2a317c2649515521af518ca6664bd96707d88d2d70918d9a49aac43ac79d

Currently I am not holding any REITs at all but interested in starting some exposure... no doubt the div yield is attractive! but at the same time concerned over the talks about rate hike, increased cost in borrowings, dwindling retail income etc....

I am of the view that rental from retail is going down due to online shopping.
rental from logistics and warehouses are likely to go up when these giants enter singapore.

 

[JuzMobile]

last time i posted so much about why SB reit sucks u never listen

so many ppl shoot me... say I always bear on stocks i not vested...

is it?
Maybe i didnt see.
Some days i dont read the forum.
Think i should cut already.overall loss is paper 74 bucks for now

 

[MasterLeong]

is it?
Maybe i didnt see.
Some days i dont read the forum.
Think i should cut already.overall loss is paper 74 bucks for now

What is your medium term outlook for sb reits?
Will dpu go upwards or downwards?

Once u can answer that u know the answer to buy or to sell

To hold and do nothing is usually a poor decision
If the stock is good u want to buy more at lower prices
If the stock is bad u want to get out asap

 

[Takodoro]

its hard to imagine... i think mine is in hundreds of dollars

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I tracked DW trade history based on SGXcafe. Assuming he is using OCBC broker, his fee is at 9k. Mine is peanuts compared to the SSI big shots.

 

[MasterLeong]

I tracked DW trade history based on SGXcafe. Assuming he is using OCBC broker, his fee is at 9k. Mine is peanuts compared to the SSI big shots.

9k wow wtf.... thats like 1/3 of his profits (if real)

 

[MasterLeong]

I pay about $200-400 commission per month i think

 

[eboxsingapore]

Master Leong,

Any advice for this 3 stocks?
1. First Reits
2. Neratel
3. Equation Summit

Thank you in advance first

 

[Takodoro]

9k wow wtf.... thats like 1/3 of his profits (if real)

I think we can't discount the fact that his picks are still quite impressive.

I am grateful to all the big shots here who are willing to share with the community so newbird like me can learn.

 

[chowck]

I am not too confident on mainland China's malls..... it is the No. 1 e-commerce market in the world and still growing at a fast pace!!!

I prefer HK malls bcos they tap on both rich Chinese tourists as well as local shoppers so I vested in MGCCT...hehehe

Another China retail reit....BHG.

Being dropping from its IPO price of 80 + cts to lowes 57 ct last mth.

Any comment on it?

 

[Takodoro]

I think we can't discount the fact that his picks are still quite impressive.

I am grateful to all the big shots here who are willing to share with the community so newbird like me can learn.

People always say beat the market.....hack that. I said beat DK/DW/Masterleong if you wanna achieve Master level.

 

[Takodoro]

Another China retail reit....BHG.

Being dropping from its IPO price of 80 + cts to lowes 57 ct last mth.

Any comment on it?

Opening a new stall at JP.

 

[madtari]

very true.

by having zero reits u are missing out so much on one of the best investment types sg markets has to offer