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halleluyah Supreme	22-Aug-2024 09:08        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	RMB was mulitple yr low/historical low.... Mark001      ( Date: 22-Aug-2024 08:47) Posted: The problems it is facing now are high rate and weak RMB. We will see some change in a short term. pkli899      ( Date: 20-Aug-2024 10:54) Posted: Well, in a way, it does help. However, China economy must improve in order to see more take up. Otherwise, occupancy cannot recover much.
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Mark001 Veteran	22-Aug-2024 08:47        Mark001 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	The problems it is facing now are high rate and weak RMB. We will see some change in a short term. pkli899      ( Date: 20-Aug-2024 10:54) Posted: Well, in a way, it does help. However, China economy must improve in order to see more take up. Otherwise, occupancy cannot recover much.
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pkli899 Supreme	20-Aug-2024 10:54        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Well, in a way, it does help. However, China economy must improve in order to see more take up. Otherwise, occupancy cannot recover much.
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Mark001 Veteran	20-Aug-2024 10:27        Mark001 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	Rate cut is on the way. Mark001      ( Date: 31-Jul-2024 16:30) Posted: What you mentioned is one of reason,but there are other factors. Even if performance remains,it may decline due to the high rate enviroment. Rover88      ( Date: 31-Jul-2024 14:35) Posted: Share price drop because of their performance, right? Look at some of the US reits, the dividends are in double digit vis-a-vis the declining share prices.
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Mark001 Veteran	31-Jul-2024 16:30        Mark001 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	What you mentioned is one of reason,but there are other factors. Even if performance remains,it may decline due to the high rate enviroment. Rover88      ( Date: 31-Jul-2024 14:35) Posted: Share price drop because of their performance, right? Look at some of the US reits, the dividends are in double digit vis-a-vis the declining share prices.  Mark001      ( Date: 31-Jul-2024 11:04) Posted: Frankly speaking, the dividend is OK ,relative to its current share price
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Rover88 Member	31-Jul-2024 14:35        Rover88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Share price drop because of their performance, right? Look at some of the US reits, the dividends are in double digit vis-a-vis the declining share prices.  Mark001      ( Date: 31-Jul-2024 11:04) Posted: Frankly speaking, the dividend is OK ,relative to its current share price. Alignment      ( Date: 31-Jul-2024 03:42) Posted: Well, with the Sabana REIT court rulings it is now much easier to replace an underperforming manager.
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Mark001 Veteran	31-Jul-2024 11:04        Mark001 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	Frankly speaking, the dividend is OK ,relative to its current share price. Alignment      ( Date: 31-Jul-2024 03:42) Posted: Well, with the Sabana REIT court rulings it is now much easier to replace an underperforming manager.
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Alignment Elite	31-Jul-2024 03:42        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Well, with the Sabana REIT court rulings it is now much easier to replace an underperforming manager.
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Rover88 Member	30-Jul-2024 14:35        Rover88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Job too comfy...just sit and numb to the problem...can' t think out of the box...haiz... pasttime      ( Date: 30-Jul-2024 13:25) Posted: Rental are perishable. Every day not rent out is lost. Management need to work harder . One can only get what market can give. Just commit shorter term when good time come then get it back. Empty is total lost
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pasttime Supreme	30-Jul-2024 13:25        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	Rental are perishable. Every day not rent out is lost. Management need to work harder . One can only get what market can give. Just commit shorter term when good time come then get it back. Empty is total lost
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guiren Veteran	30-Jul-2024 10:13        guiren About Contact  Quote this Post!
x 0   x 0  Alert Admin	跳 楼 ， ，   跳 楼 ， ， pasttime      ( Date: 30-Jul-2024 09:30) Posted: need to be honest in their presentation. cannot exclude logistic park that is vacant in  calculations of occupancy percent. these vancant space has capital invested.  it shows the risk of renting an entire space to 1 big operator. 6 months pass by with no positive development. only talk about potential. must kick the management
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marketuncle Veteran	30-Jul-2024 10:06        marketuncle About Contact  Quote this Post!
x 0   x 0  Alert Admin	haha, got mention in footnote.. e.g. " Based on committed leases as at 30 June 2024, excluding Shanghai Fengxian Logistics Park. Including Shanghai Fengxian Logistics Park, the occupancy for the logistics park portfolio would be 70.4%." etc. pasttime      ( Date: 30-Jul-2024 09:30) Posted: need to be honest in their presentation. cannot exclude logistic park that is vacant in  calculations of occupancy percent. these vancant space has capital invested.  it shows the risk of renting an entire space to 1 big operator. 6 months pass by with no positive development. only talk about potential. must kick the management
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pkli899 Supreme	30-Jul-2024 09:51        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The good intention of diversification turned out to be a burden, as least for now and forseeable future. 人 算 不 如 天 算
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pasttime Supreme	30-Jul-2024 09:30        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	need to be honest in their presentation. cannot exclude logistic park that is vacant in  calculations of occupancy percent. these vancant space has capital invested.  it shows the risk of renting an entire space to 1 big operator. 6 months pass by with no positive development. only talk about potential. must kick the management
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spursfan Supreme	30-Jul-2024 08:24        spursfan About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://links.sgx.com/1.0.0/corporate-announcements/X2PCQ1DO8K03KZCL/813372_1.%2020240730_CLCT_1H2024_results_news_release.pdf
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pasttime Supreme	17-Jul-2024 17:27        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	china nominal gdp 17.963trillion. if 5% growth that is 898b that is the growth in gdp is larger then the 20th largest switzerland 808b. larger then vietnam 409b  and malaysia 406b combine.
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Mark001 Veteran	17-Jul-2024 16:04        Mark001 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	China' s economic growth in the 2nd Q was less 5%, mainly due to the shrinkage of real estate industry rather than other section. marketuncle      ( Date: 17-Jul-2024 09:45) Posted: https://www.melisten.sg/podcast/playlist/CAPITAL-958-%E8%81%9A%E7%84%A6%E5%9B%BD%E9%99%85-175621/958%E8%81%9A%E7%84%A6%E5%9B%BD%E9%99%85%EF%BC%9A%E4%B8%AD%E5%9B%BD%E7%BB%8F%E6%B5%8E%E4%BA%8C%E5%AD%A3%E4%B8%8D%E8%BE%BE5%25-%E4%B8%89%E4%B8%AD%E5%85%A8%E4%BC%9A%E5%A6%82%E4%BD%95%E6%95%91%E7%BB%8F%E6%B5%8E-2619191 958聚 焦 国 际 ： 中 国 经 济 二 季 不 达 5% 三 中 全 会 如 何 救 经 济 quite informative but in chinese.
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marketuncle Veteran	17-Jul-2024 09:45        marketuncle About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.melisten.sg/podcast/playlist/CAPITAL-958-%E8%81%9A%E7%84%A6%E5%9B%BD%E9%99%85-175621/958%E8%81%9A%E7%84%A6%E5%9B%BD%E9%99%85%EF%BC%9A%E4%B8%AD%E5%9B%BD%E7%BB%8F%E6%B5%8E%E4%BA%8C%E5%AD%A3%E4%B8%8D%E8%BE%BE5%25-%E4%B8%89%E4%B8%AD%E5%85%A8%E4%BC%9A%E5%A6%82%E4%BD%95%E6%95%91%E7%BB%8F%E6%B5%8E-2619191 958聚 焦 国 际 ： 中 国 经 济 二 季 不 达 5% 三 中 全 会 如 何 救 经 济 quite informative but in chinese.
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marketuncle Veteran	16-Jul-2024 09:32        marketuncle About Contact  Quote this Post!
x 0   x 0  Alert Admin	rem they try to stabilise the revenue stream by divserifying away from retail (hit badly by covid) and into logistics and industrial parks? The latter now hit badly by the lack lustre economy, it will eventually recover.. just whether investors have that patience.  pasttime      ( Date: 14-May-2024 17:02) Posted: when sponsor dump logistic to this reits. say until so nice etc. now logistic is a burden. while retail looks like recovering. was trying to buy and go thru the 1q report. strange cannot find the accumulated dpu for 1q. so difficult with today computing power to estimate or got something to hide?
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pkli899 Supreme	16-Jul-2024 09:27        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Do what we are doing here. 3rd party involved. The party build and get paid for every charging usage. Reits revenue is depending on the structure of the contract with 3rd party.
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