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Delvyss Elite	13-May-2025 09:36        Delvyss About Contact  Quote this Post!
x 0   x 1  Alert Admin	Oops !  Lousy English.  CICT given out to us today :) BinderyT      ( Date: 13-May-2025 09:30) Posted: har?   meaning? Delvyss      ( Date: 13-May-2025 09:15) Posted: CICT out today
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BinderyT Elite	13-May-2025 09:30        BinderyT About Contact  Quote this Post!
x 0   x 1  Alert Admin	har?   meaning? Delvyss      ( Date: 13-May-2025 09:15) Posted: CICT out today
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Delvyss Elite	13-May-2025 09:15        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	CICT out today
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MrBear12 Supreme	09-May-2025 18:36        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	Make America good again Delvyss      ( Date: 09-May-2025 15:15) Posted: Trump calls election of first American pope a ' great honour' https://www.bbc.com/news/articles/clygn83j7meo
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Delvyss Elite	09-May-2025 15:15        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	Trump calls election of first American pope a ' great honour' https://www.bbc.com/news/articles/clygn83j7meo
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Delvyss Elite	09-May-2025 15:13        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	US-UK trade deal: How are Trump' s global tariff talks shaping up? https://www.aljazeera.com/news/2025/5/8/us-uk-trade-deal-how-are-trumps-global-tariff-talks-shaping-up
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Ling9345 Master	08-May-2025 21:21        Ling9345 About Contact  Quote this Post!
x 0   x 3  Alert Admin	That see next week CPI report,number will tell everything  Good luck all Vested CLI CLI payments date Also next week
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MrBear12 Supreme	08-May-2025 20:38        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	Sir, The era of cheap money is over. At least for our remaining lifetimes Fed cut rates to almost zero is a zero probability. Let me rephrase what you say lucky. You want inflation to come down so that the fed cuts rates so that the cost of borrowing for reits is reduced. This shld help reits improve their profits and DPU. The price of reits shld then rise. That is an desirable as motherhood and pie. The real problem is that inflation is not coming down as fast in the US and as such the fed is not cutting rates as quickly as we want. So the solution is not job losses or recessions but a reduction in inflation. Traditionally, this has been achieved in most countries by raising interest rates. This has been done by the fed 2022 to 2024 and now it seems that inflation is more or less under control. Hence the fed can consider reducing rates 2024 onwards. luckyguy3      ( Date: 08-May-2025 20:20) Posted: I definitely know that a booming super economy + FED forced to hike rates to 10% or even 20% going to kill ALL reits, whereas a recession even a super recession (in 2008 and 2020) + rate cut to low or near zero, Reits eventually recovered strongly and even reach new high. And i 100% know that a good economy + Rate hikes (2022 to now) is very bad for reits and reits have been sluggish for almost 3 years already and never recover. Even in 2008-2009 super recession, reits eventuall recovered within 3 years. And the nearest we can based on is 2024 June-Oct where there were bad job reports mth after mth and recessions seem coming, reits touched a recent high. So if u ask me, I want very bad job reports starting from June and recessions talk flying everywhere and FED forced to cut rates rather than every mth very good job reports suggesting economy is hot and FED might even have to consider rate hikes. I only know rate cut to zero = reit rocket and rate hike to 10,20% = all reits uplorry. We already waited for 3 years since 2022 with economy growing and reits are still so weak, time for a recession forcing FED to cut rates to near zero...   MrBear12      ( Date: 08-May-2025 20:00) Posted: Lucky, you see things only in part. 2020 to 2025. Bear has been involved in SG reits since the first Reit ipo in 2002. Let me tell you that in general reits prosper because of good times, not because of recessions. When there were economic downturns, many of them almost went under if not for 1) equity injections 2) interest rate cuts 3) Central Bank support The reits that survived since ipo and are still trading above ipo price are those that managed their debt well so that they could meet their debt obligations and those who managed to raise equity to shore up their balance sheets. Reits key risk is interest rate risk because they borrow significantly. But market risk also affects reits so much so that a recession will reduce overall revenues and affect net profits. With lesser incomes and ability to repay debt, reits can easily fold up because they cannot service their loans and pay back their debt when it is due. This refinancing risk is something to take note of in a recession. Who is gonna lend in a recession? Banks?? There is this analogy. Banks lend out umbrellas when there is sunshine. But when it rains, they take the umbrellas back. In economic downturns, everybody including Banks turn cautious. Reits have to turn to alternative financing that may be costly. So despite what you mentioned about price action from 2020 to 2025, that is only one side of the story. There is a darker side to recession and its effects on reits.
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luckyguy3 Master	08-May-2025 20:20        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I definitely know that a booming super economy + FED forced to hike rates to 10% or even 20% going to kill ALL reits, whereas a recession even a super recession (in 2008 and 2020) + rate cut to low or near zero, Reits eventually recovered strongly and even reach new high. And i 100% know that a good economy + Rate hikes (2022 to now) is very bad for reits and reits have been sluggish for almost 3 years already and never recover. Even in 2008-2009 super recession, reits eventuall recovered within 3 years. And the nearest we can based on is 2024 June-Oct where there were bad job reports mth after mth and recessions seem coming, reits touched a recent high. So if u ask me, I want very bad job reports starting from June and recessions talk flying everywhere and FED forced to cut rates rather than every mth very good job reports suggesting economy is hot and FED might even have to consider rate hikes. I only know rate cut to zero = reit rocket and rate hike to 10,20% = all reits uplorry. We already waited for 3 years since 2022 with economy growing and reits are still so weak, time for a recession forcing FED to cut rates to near zero...   MrBear12      ( Date: 08-May-2025 20:00) Posted: Lucky, you see things only in part. 2020 to 2025. Bear has been involved in SG reits since the first Reit ipo in 2002. Let me tell you that in general reits prosper because of good times, not because of recessions. When there were economic downturns, many of them almost went under if not for 1) equity injections 2) interest rate cuts 3) Central Bank support The reits that survived since ipo and are still trading above ipo price are those that managed their debt well so that they could meet their debt obligations and those who managed to raise equity to shore up their balance sheets. Reits key risk is interest rate risk because they borrow significantly. But market risk also affects reits so much so that a recession will reduce overall revenues and affect net profits. With lesser incomes and ability to repay debt, reits can easily fold up because they cannot service their loans and pay back their debt when it is due. This refinancing risk is something to take note of in a recession. Who is gonna lend in a recession? Banks?? There is this analogy. Banks lend out umbrellas when there is sunshine. But when it rains, they take the umbrellas back. In economic downturns, everybody including Banks turn cautious. Reits have to turn to alternative financing that may be costly. So despite what you mentioned about price action from 2020 to 2025, that is only one side of the story. There is a darker side to recession and its effects on reits. MrBear12      ( Date: 08-May-2025 19:44) Posted: You must be very unique to want a recession. Recession means job losses and belt tightening. It's a depressing time. Many even commit suicide. You sure you want a recession at all? Massive unemployment and economic hardship?? Bear cannot understand how any animal will want food scarcity and having no economic guarantees. At least bears can hibernate. But humanity? What will become of them? Better no recession.
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MrBear12 Supreme	08-May-2025 20:00        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	Lucky, you see things only in part. 2020 to 2025. Bear has been involved in SG reits since the first Reit ipo in 2002. Let me tell you that in general reits prosper because of good times, not because of recessions. When there were economic downturns, many of them almost went under if not for 1) equity injections 2) interest rate cuts 3) Central Bank support The reits that survived since ipo and are still trading above ipo price are those that managed their debt well so that they could meet their debt obligations and those who managed to raise equity to shore up their balance sheets. Reits key risk is interest rate risk because they borrow significantly. But market risk also affects reits so much so that a recession will reduce overall revenues and affect net profits. With lesser incomes and ability to repay debt, reits can easily fold up because they cannot service their loans and pay back their debt when it is due. This refinancing risk is something to take note of in a recession. Who is gonna lend in a recession? Banks?? There is this analogy. Banks lend out umbrellas when there is sunshine. But when it rains, they take the umbrellas back. In economic downturns, everybody including Banks turn cautious. Reits have to turn to alternative financing that may be costly. So despite what you mentioned about price action from 2020 to 2025, that is only one side of the story. There is a darker side to recession and its effects on reits. MrBear12      ( Date: 08-May-2025 19:44) Posted: You must be very unique to want a recession. Recession means job losses and belt tightening. It's a depressing time. Many even commit suicide. You sure you want a recession at all? Massive unemployment and economic hardship?? Bear cannot understand how any animal will want food scarcity and having no economic guarantees. At least bears can hibernate. But humanity? What will become of them? Better no recession. luckyguy3      ( Date: 08-May-2025 19:06) Posted: We have no recession (good booming economy, good job reports) since 2022 with interest rate hikes and rates have remain high for longer. I' m very sure that hot economy (good job reports) with high interest rate since 2nd half of 2022 , reits got hit very hard and never recovers even till today. I also know that 2020 covid recession + low rate, reits dropped initially but recovered when interest rate was cut aggressively  eg: Ascendas share price  was trading above or near $3 even during covid recession and until early 2022. But after 2nd half of 2022 (booming economy + high rates), share price never touch $3 again. Reits' share price only recovered significantly Aug 2024 when bad job reports rekindle  talk of recession + rate cuts again make reits share price rocketed. Given a choice, I would prefer recession + zero or ultra low rate than booming econony + high rate (2022 to now, except Aug-Oct 2024)
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MrBear12 Supreme	08-May-2025 19:44        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	You must be very unique to want a recession. Recession means job losses and belt tightening. It's a depressing time. Many even commit suicide. You sure you want a recession at all? Massive unemployment and economic hardship?? Bear cannot understand how any animal will want food scarcity and having no economic guarantees. At least bears can hibernate. But humanity? What will become of them? Better no recession. luckyguy3      ( Date: 08-May-2025 19:06) Posted: We have no recession (good booming economy, good job reports) since 2022 with interest rate hikes and rates have remain high for longer. I' m very sure that hot economy (good job reports) with high interest rate since 2nd half of 2022 , reits got hit very hard and never recovers even till today. I also know that 2020 covid recession + low rate, reits dropped initially but recovered when interest rate was cut aggressively  eg: Ascendas share price  was trading above or near $3 even during covid recession and until early 2022. But after 2nd half of 2022 (booming economy + high rates), share price never touch $3 again. Reits' share price only recovered significantly Aug 2024 when bad job reports rekindle  talk of recession + rate cuts again make reits share price rocketed. Given a choice, I would prefer recession + zero or ultra low rate than booming econony + high rate (2022 to now, except Aug-Oct 2024). MrBear12      ( Date: 08-May-2025 17:09) Posted: For most reits in SG, a small drop in interest rates is not going to affect much the DPU in the short term. Fear of recession and an actual recession are two very different things. If there were a recession, REITS will be hit very hard and no interest drop is gonna save it.  Only a reduction in gearing will save any REIT. So watch out for those reits that keep borrowing and borrowing without paying back. Trade with fear of over-leveragin
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luckyguy3 Master	08-May-2025 19:06        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	We have no recession (good booming economy, good job reports) since 2022 with interest rate hikes and rates have remain high for longer. I' m very sure that hot economy (good job reports) with high interest rate since 2nd half of 2022 , reits got hit very hard and never recovers even till today. I also know that 2020 covid recession + low rate, reits dropped initially but recovered when interest rate was cut aggressively  eg: Ascendas share price  was trading above or near $3 even during covid recession and until early 2022. But after 2nd half of 2022 (booming economy + high rates), share price never touch $3 again. Reits' share price only recovered significantly Aug 2024 when bad job reports rekindle  talk of recession + rate cuts again make reits share price rocketed. Given a choice, I would prefer recession + zero or ultra low rate than booming econony + high rate (2022 to now, except Aug-Oct 2024). MrBear12      ( Date: 08-May-2025 17:09) Posted: For most reits in SG, a small drop in interest rates is not going to affect much the DPU in the short term. Fear of recession and an actual recession are two very different things. If there were a recession, REITS will be hit very hard and no interest drop is gonna save it.  Only a reduction in gearing will save any REIT. So watch out for those reits that keep borrowing and borrowing without paying back. Trade with fear of over-leveraging luckyguy3      ( Date: 08-May-2025 13:00) Posted: We need a weak job report with fear of recession to " push" FED to cut. Similar to June-July 2024 where there was fear of recession and a knee jerk correction at first but very quickly ppl will start speculating FED cutting rates and when FED actual cut, Reits rocketed during Aug-Oct with CLI hitting $3.20 in around Sept 2024. So must really pray for a weak job report next mth liao.. If job report remains strong, reits will be in limbo and CLI cannot break thru, will be bound range $2.40 - 2.80 ... We need weak job report to push speculation and actual rate cut for CLI to push thru $3.
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eddyeddy Master	08-May-2025 17:46        eddyeddy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Many overseas revenues are in USD which is depreciating .
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MrBear12 Supreme	08-May-2025 17:09        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 1   x 1  Alert Admin	For most reits in SG, a small drop in interest rates is not going to affect much the DPU in the short term. Fear of recession and an actual recession are two very different things. If there were a recession, REITS will be hit very hard and no interest drop is gonna save it.  Only a reduction in gearing will save any REIT. So watch out for those reits that keep borrowing and borrowing without paying back. Trade with fear of over-leveraging luckyguy3      ( Date: 08-May-2025 13:00) Posted: We need a weak job report with fear of recession to " push" FED to cut. Similar to June-July 2024 where there was fear of recession and a knee jerk correction at first but very quickly ppl will start speculating FED cutting rates and when FED actual cut, Reits rocketed during Aug-Oct with CLI hitting $3.20 in around Sept 2024. So must really pray for a weak job report next mth liao.. If job report remains strong, reits will be in limbo and CLI cannot break thru, will be bound range $2.40 - 2.80 ... We need weak job report to push speculation and actual rate cut for CLI to push thru $3.   MrBear12      ( Date: 07-May-2025 22:10) Posted: No interest rate reduction tonite, says all analysts. But this shld still climb on hopes of one in June. Hope luckyguy3 is correct in his charts. Trade with lucky charts
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tonytony Veteran	08-May-2025 15:19        tonytony About Contact  Quote this Post!
x 0   x 0  Alert Admin	Because CLI going big in India. BinderyT      ( Date: 08-May-2025 11:25) Posted: Doubt so ... those two fighting has zero impact on global economies. Unless it erupts into full blown war, but very unlikely.   tonytony      ( Date: 08-May-2025 11:01) Posted: Affected by India pakistan war ?
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Delvyss Elite	08-May-2025 14:48        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	Jipped a small bit luckyguy3      ( Date: 03-May-2025 08:07) Posted: Summary of analysts recommendation on CLI based on recently announced Q1/25 results CGS: TP: $4.30 DBS: $3.65 Philips Security. $3.65
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luckyguy3 Master	08-May-2025 13:00        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	We need a weak job report with fear of recession to " push" FED to cut. Similar to June-July 2024 where there was fear of recession and a knee jerk correction at first but very quickly ppl will start speculating FED cutting rates and when FED actual cut, Reits rocketed during Aug-Oct with CLI hitting $3.20 in around Sept 2024. So must really pray for a weak job report next mth liao.. If job report remains strong, reits will be in limbo and CLI cannot break thru, will be bound range $2.40 - 2.80 ... We need weak job report to push speculation and actual rate cut for CLI to push thru $3.   MrBear12      ( Date: 07-May-2025 22:10) Posted: No interest rate reduction tonite, says all analysts. But this shld still climb on hopes of one in June. Hope luckyguy3 is correct in his charts. Trade with lucky charts
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BinderyT Elite	08-May-2025 11:25        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	Doubt so ... those two fighting has zero impact on global economies. Unless it erupts into full blown war, but very unlikely.   tonytony      ( Date: 08-May-2025 11:01) Posted: Affected by India pakistan war ?
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tonytony Veteran	08-May-2025 11:01        tonytony About Contact  Quote this Post!
x 0   x 0  Alert Admin	Affected by India pakistan war ?
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MrBear12 Supreme	07-May-2025 22:10        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	No interest rate reduction tonite, says all analysts. But this shld still climb on hopes of one in June. Hope luckyguy3 is correct in his charts. Trade with lucky charts
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