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CapitaRetail China Trust (CRCT)
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bystander1965
Supreme |
12-Apr-2022 17:44
Yells: "What I say is just my assessment. DYODD" |
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I think CLCT is safe. It has capitaland as the sponsor
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marketuncle
Veteran |
12-Apr-2022 17:38
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Just focus on 4, in decreasing order of financing risk: #1. DRT: Long past debt payment deadline last year, now in 3rd extension. Forced into selling 2 most lucrative malls (out of 7 ) as part of negotiations to refinance debt. #2. ECW: Debt payment deadline in 2 mths. Negotiations to refinance debt underway #3. Sasseur REIT: Debt payment deadline on March ' 23, less than 12 mths away #4. CLCT: The only China-focused REIT w/o refinancing risk, can easily tap SG banks for refinancing. |
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teeth53
Supreme |
12-Apr-2022 17:07
Yells: "don't learn through life, learn to grow with life " |
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As 2nd-largest economy in the world, investors cannot to ignore China in investment.
☆ 》 There: 5 China-focused REITs listed (SGX) - 1) CapitaLand China Trust, 2) BHG Retail REIT, 3) Dasin Retail Trust, 4) EC World REIT and 5) Sasseur REIT.
☆ 》 Things to consider when investing in China-focused REITs. There has been increasing uncertainty over loan refinancing - reported both Dasin Retail Trust in Dec-2021 and EC World REIT more recently.
☆ 》 REITs were severely affected by the COVID-19 pandemic abd global economies are well., China is still pursuing a zero-COVID policy - which continue to impact various REITs in China.
☆ 》 In a bid to fight inflation, central banks globally are looking to increase interest rates. This may pressure REITs even further as the cost of borrowing goes up.
☆ 》 We look at...DollarsAndSense.sg. ☆ 》 Contributed By: Dollars And Sense
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stonkmaster
Veteran |
12-Apr-2022 08:17
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Means they delisting it and buy back shares?
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des_khor
Supreme |
11-Apr-2022 15:10
Yells: "Tell me who is God or Market Fortune Teller in this forum ??" |
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Lelong again ? CapitaLand just privatised it since trade at deep discount . | ||||
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halleluyah
Supreme |
25-Mar-2022 09:50
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LETS ROCKET UP.................... | ||||
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halleluyah
Supreme |
25-Mar-2022 09:33
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katek will cover push across 1.20.....div close to 8%.......... | ||||
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halleluyah
Supreme |
25-Mar-2022 09:08
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life will be back to norm....time fr undervalued babe to rocket up......
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halleluyah
Supreme |
24-Mar-2022 16:30
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1.20 lvl coming soon.... | ||||
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johnwongzz
Senior |
23-Mar-2022 17:58
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bystander1965
Supreme |
23-Mar-2022 10:27
Yells: "What I say is just my assessment. DYODD" |
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70+ I think. What I meant was: Under what circumstances will interest rate go up? Actually cutting interest rate means trouble times ahead. History has shown, every time, a few months before the real interest rate hike, the market will tank first. Then when interest rate finally goes up, the market normally will not react to it. In fact, it tends to go up. REITS are like that also, and there is a technical reason. To convince oneself, the easiest is to go have a look at the past interest rate curve and **solid** reits share price over the same period. No need to understand the mechanics the chart will show the real effect.
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prophetjul
Master |
23-Mar-2022 10:16
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How much of CLCT' s loans are fixed rated?
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bystander1965
Supreme |
23-Mar-2022 10:09
Yells: "What I say is just my assessment. DYODD" |
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TBH interest rate hike doesn't really matter...
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halleluyah
Supreme |
23-Mar-2022 09:54
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china cut lending rate benefitted tis babe unlike US int hike........
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prophetjul
Master |
23-Mar-2022 09:37
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Yeah. Forget about mergers. If CLCT is good, those sharks will try to undercut with a lowball offering as always. Just enjoy the yields and growing assets. Afterall, the debt ratio is still quite comfortable for more acqusitions.
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pkli899
Supreme |
23-Mar-2022 09:35
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No need merger la......take passive income better. Going forward, above 9.5 cents annual DPU not too much to ask for. If so, yield is 8% based on current price. Very attractive indeed. |
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halleluyah
Supreme |
23-Mar-2022 09:21
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CHEAP TO ACCUMULATE...DIV CLOSE TO 8%.....QUITE DIVERSIFIED REITS WTH BUSINESS PARK, LOGISTIC, MALLS....... | ||||
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prophetjul
Master |
22-Mar-2022 09:08
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They never pay the NAV price. I prefer to reap the dividends perpetually.
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halleluyah
Supreme |
22-Mar-2022 09:05
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hope fr merger....tis babe is undervalued....nav 1.56....
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des_khor
Supreme |
21-Mar-2022 17:55
Yells: "Tell me who is God or Market Fortune Teller in this forum ??" |
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At least 30 cts premium !
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