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BinderyT Elite	16-May-2025 12:13        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yeap.   I overloaded on this stock already.   Else don' t mind adding more as its in consolidation. Delvyss      ( Date: 16-May-2025 10:00) Posted: Jipped.    It' s not a question if it will.  It' s a question of when. :)
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Delvyss Elite	16-May-2025 10:00        Delvyss About Contact  Quote this Post!
x 1   x 0  Alert Admin	Jipped.    It' s not a question if it will.  It' s a question of when. :)
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BinderyT Elite	15-May-2025 08:56        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	Lol ... I like your ever-optimism :). SG investors always kiasi.   US side more gung-ho.   Rates go up, even growth companies also go up.   Those guys are super optimistic gamblers. MrBear12      ( Date: 15-May-2025 08:50) Posted: Non event. Trade chill
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MrBear12 Supreme	15-May-2025 08:50        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Non event. Trade chill
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BinderyT Elite	15-May-2025 08:48        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	I agree with your logic of looking at SG T-bills.   That is why I was always surprised when SG REITs reacted to movements on US treasuries even when the specific REIT doesn' t even have USD debt. Oh well, let' s see what happens at 9am.   May be a non-event. luckyguy3      ( Date: 15-May-2025 08:45) Posted: Well, I think investors here look at singapore t-bill yield more than US bond yield. Right now u place ur $$$ in singapore t-bill fetches u about 2.3% vs 6+% in reits. So this is what attract investors to local blue-chip defensive sg reits especially since share price is still quite low. I doubt local investors here looking at US bond yield unless those institutional investors so now is a tug-of-war between retail and institutional.  In late 2022-2023, US Bond yield was 5% and Singapore t-bill yield was almost 4% so that was the worst  period for reits when both Insitutional and local investors are avoiding sg reits. So the worst period for reits was  in 2023. eg: CICT was $1.7+ is 2023 vs now $2+.  What we need is interest rate cut and US bond yield to drop for BOTH retails and Institutional to  join in the rocket ride BinderyT      ( Date: 15-May-2025 07:58) Posted: Usually may apply pressure on REITs as these are debt heavy companies and are also bond proxies. CLI also suffer second order effects due to lowed fees from its REITs.   But effect is less pronounced than REITs. 4.5% is a key level so we may see some reaction on share prices
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luckyguy3 Master	15-May-2025 08:46        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Well, I think investors here look at singapore t-bill yield more than US bond yield. Right now u place ur $$$ in singapore t-bill fetches u about 2.3% vs 6+% in reits. So this is what attract investors to local blue-chip defensive sg reits especially since share price is still quite low. I doubt local investors here looking at US bond yield unless those institutional investors so now is a tug-of-war between retail and institutional.  In late 2022-2023, US Bond yield was 5% and Singapore t-bill yield was almost 4% so that was the worst  period for reits when both Insitutional and local investors are avoiding sg reits. So the worst period for reits was  in 2023. eg: CICT was $1.7+ in 2023 vs now $2+.  What we need is interest rate cut and US bond yield to drop for BOTH retails and Institutional to  join in the rocket ride BinderyT      ( Date: 15-May-2025 07:58) Posted: Usually may apply pressure on REITs as these are debt heavy companies and are also bond proxies. CLI also suffer second order effects due to lowed fees from its REITs.   But effect is less pronounced than REITs. 4.5% is a key level so we may see some reaction on share prices. stonkmaster      ( Date: 15-May-2025 07:44) Posted: What will happen next
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BinderyT Elite	15-May-2025 08:40        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	The dividend is paid mostly from rental income.   And rental is usually 4-8% depending on country, location, type of property, etc. So after subtracting operating cost, reduced income from non-performing properties, etc, the remainder is distributed. stonkmaster      ( Date: 15-May-2025 08:24) Posted: One thing I don?t understand. If they need to distribute 90% of their earnings, how come their dividend always so little? BinderyT      ( Date: 15-May-2025 08:20) Posted: REITs are by their very nature, financing instruments to acquire income generating properties. Yes, they can balance loans to a limited extent by divesting existing assets or issuing more shares.   Unlike non-REITs, they don' t have much retained earnings as 90% of profit must be distributed.
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stonkmaster Veteran	15-May-2025 08:24        stonkmaster About Contact  Quote this Post!
x 0   x 0  Alert Admin	One thing I don?t understand. If they need to distribute 90% of their earnings, how come their dividend always so little? BinderyT      ( Date: 15-May-2025 08:20) Posted: REITs are by their very nature, financing instruments to acquire income generating properties. Yes, they can balance loans to a limited extent by divesting existing assets or issuing more shares.   Unlike non-REITs, they don' t have much retained earnings as 90% of profit must be distributed.   stonkmaster      ( Date: 15-May-2025 08:02) Posted: Y must REITs always follow interest rate? Can?t they do some balancing so as not to depend on interest rate so much
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BinderyT Elite	15-May-2025 08:20        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	REITs are by their very nature, financing instruments to acquire income generating properties. Yes, they can balance loans to a limited extent by divesting existing assets or issuing more shares.   Unlike non-REITs, they don' t have much retained earnings as 90% of profit must be distributed.   stonkmaster      ( Date: 15-May-2025 08:02) Posted: Y must REITs always follow interest rate? Can?t they do some balancing so as not to depend on interest rate so much? BinderyT      ( Date: 15-May-2025 07:58) Posted: Usually may apply pressure on REITs as these are debt heavy companies and are also bond proxies. CLI also suffer second order effects due to lowed fees from its REITs.   But effect is less pronounced than REITs. 4.5% is a key level so we may see some reaction on share prices
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stonkmaster Veteran	15-May-2025 08:02        stonkmaster About Contact  Quote this Post!
x 0   x 0  Alert Admin	Y must REITs always follow interest rate? Can?t they do some balancing so as not to depend on interest rate so much? BinderyT      ( Date: 15-May-2025 07:58) Posted: Usually may apply pressure on REITs as these are debt heavy companies and are also bond proxies. CLI also suffer second order effects due to lowed fees from its REITs.   But effect is less pronounced than REITs. 4.5% is a key level so we may see some reaction on share prices. stonkmaster      ( Date: 15-May-2025 07:44) Posted: What will happen next
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BinderyT Elite	15-May-2025 07:58        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	Usually may apply pressure on REITs as these are debt heavy companies and are also bond proxies. CLI also suffer second order effects due to lowed fees from its REITs.   But effect is less pronounced than REITs. 4.5% is a key level so we may see some reaction on share prices. stonkmaster      ( Date: 15-May-2025 07:44) Posted: What will happen next? BinderyT      ( Date: 15-May-2025 00:28) Posted: US 10y has breached 4.5%.
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stonkmaster Veteran	15-May-2025 07:44        stonkmaster About Contact  Quote this Post!
x 0   x 0  Alert Admin	What will happen next? BinderyT      ( Date: 15-May-2025 00:28) Posted: US 10y has breached 4.5%.
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BinderyT Elite	15-May-2025 00:28        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	US 10y has breached 4.5%.
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Login20 Master	14-May-2025 18:11        Login20 About Contact  Quote this Post!
x 0   x 1  Alert Admin	Wait for $2.75 first resistance?
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BinderyT Elite	14-May-2025 10:23        BinderyT About Contact  Quote this Post!
x 0   x 2  Alert Admin	Where is Ling, our lucky charm? Need her to turbo charge this to $3.
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MrBear12 Supreme	13-May-2025 15:03        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Hang on. For dear life.
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Delvyss Elite	13-May-2025 11:39        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	This one I stand by your view.  Will stay patient. BinderyT      ( Date: 13-May-2025 11:14) Posted: We got to be patient.   I don' t believe rates can stay 4-5% for long. Delvyss      ( Date: 13-May-2025 10:37) Posted: Ya man, a mixed bag of feelings. :)  That' s why Reits is a usually longer haul for me, higher chance of getting it right given time.
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BinderyT Elite	13-May-2025 11:14        BinderyT About Contact  Quote this Post!
x 0   x 2  Alert Admin	We got to be patient.   I don' t believe rates can stay 4-5% for long. Delvyss      ( Date: 13-May-2025 10:37) Posted: Ya man, a mixed bag of feelings. :)  That' s why Reits is a usually longer haul for me, higher chance of getting it right given time.  BinderyT      ( Date: 13-May-2025 10:14) Posted: keke .... REITs confused today because they dunno whether (a) good because trade war eased or (b) bad because bond yields going up.   They can' t make up their mind :
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Delvyss Elite	13-May-2025 10:37        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ya man, a mixed bag of feelings. :)  That' s why Reits is a usually longer haul for me, higher chance of getting it right given time.  BinderyT      ( Date: 13-May-2025 10:14) Posted: keke .... REITs confused today because they dunno whether (a) good because trade war eased or (b) bad because bond yields going up.   They can' t make up their mind :) Delvyss      ( Date: 13-May-2025 09:36) Posted: Oops !  Lousy English.  CICT given out to us today :
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BinderyT Elite	13-May-2025 10:14        BinderyT About Contact  Quote this Post!
x 0   x 1  Alert Admin	keke .... REITs confused today because they dunno whether (a) good because trade war eased or (b) bad because bond yields going up.   They can' t make up their mind :) Delvyss      ( Date: 13-May-2025 09:36) Posted: Oops !  Lousy English.  CICT given out to us today :) BinderyT      ( Date: 13-May-2025 09:30) Posted: har?   meaning
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