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Times to pick cheap durian
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n3wbie
Elite |
24-Aug-2024 11:52
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It is quite difficult to assess how much of that has already been priced in as most of the quality s-reits had re-rated recently despite dpu declines. The delta will be how much more the market expects and at what pace as Sep rate cut was almost a given. Seeing media reporting a varied range being forecasted by analysts and economists from 2 x 25bps to as much as 100bps cut by year end!
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luckyguy3
Master |
24-Aug-2024 10:16
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CDL Children CDL Htrust will also shoot up liao.. http://sbr.com.sg/commercial-property/in-focus/which-reits-will-benefit-most-rate-cuts Which REITs will benefit most from rate cuts?Experts expect two 25bps cuts in 2024. Extract: &ldquo The protracted rate cuts will have an immediate impact on floating rates for REITs, with a more pronounced effect on those that had more than 20% of their loans left unhedged,&rdquo DBS experts said. Among S-REITs, DBS identified CDL Hospitality Trusts (CDLHT) and Far East Hospitality Trust (FEHT) as the likely top beneficiaries of the rate reduction, alongside Suntec REIT (SUN), OUE Commercial REIT (OUECT), and Lendlease Global Commercial REIT (LREIT), which have only 50-60% of their loan books hedged to fixed rates.
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n3wbie
Elite |
24-Aug-2024 08:46
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The market environment is also different though, cost of debt few years back and today is different. From the latest earnings, seems like they are also cutting their deleveraging expectations for this year given the tough market to recycle some of their assets. Agree that this is a good solid blue chip company but lets see where market prices this in view of the confirmation of rate cut by Fed last night
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MrBear12
Supreme |
24-Aug-2024 08:11
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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Still comparatively cheap compared to last few years. | ||||
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ruanlai
Elite |
24-Aug-2024 08:00
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Confirmed rate cute by Powell from FR in September, Monday no more cheap durians to pick Liao. Properties section all will gap up, esp CDL (leader) will jump high up for the opening. Huat to those royal die hard supporters, congrats! dyodd |
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ruanlai
Elite |
23-Aug-2024 13:41
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Wow! Today still can pick cheap durians.
Huat liao if buy cheap and low proces. DYODD |
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ruanlai
Elite |
22-Aug-2024 13:51
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China pumped trillion rmb into property mkt and rate cuts lifted this durian up up all the way.
Back to $5.50 soon and $6 is coming Dyodd |
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ruanlai
Elite |
19-Aug-2024 09:42
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BOE cuts rate will benefit Properties section.
CDL will be beneficial for the cute. Dyodd https://www.theedgesingapore.com/news/uk/uk-property-buyers-return-market-after-boe-rate-cut |
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