Back

Latest Forum Topics / CapLand China T    Last:0.645 --

Post Reply

CapitaRetail China Trust (CRCT) Post Reply Rate topic
BinderyT Elite	30-Oct-2024 14:04        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	I will be adding before NPC ends on 8 Nov.   I think things can' t get worse and revisit to 6x is unlikely. Anyone got negative points and think should wait?
Useful To Me  Not Useful To Me
BinderyT Elite	30-Oct-2024 12:54        BinderyT About Contact  Quote this Post!
x 1   x 0  Alert Admin	Would you like to explain to us how the Fed cutting rates will impact CLCT' s business?   Mark001      ( Date: 30-Oct-2024 12:47) Posted: ZERO? This is an example of too simple thinking. The market will teach you a lesson, not me. BinderyT      ( Date: 30-Oct-2024 11:39) Posted: Zero.   First, 87% of its debt is fixed rate.   Second, those it can refinance, it will be based on LPR, nothing to do with Fed rates.   Like the coming $400m/2.9% bond.   Actually, it has a problem.   Almost 50% of its debt is SGD Fixed.   Which means as PBOC lowers rates, CNY will weaken, having negative repercussions to its SGD denominated loans and DPU.   Hopefully, China' s economic recovery will outpace these issues
Useful To Me  Not Useful To Me
Mark001 Veteran	30-Oct-2024 12:47        Mark001 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	ZERO? This is an example of too simple thinking. The market will teach you a lesson, not me. BinderyT      ( Date: 30-Oct-2024 11:39) Posted: Zero.   First, 87% of its debt is fixed rate.   Second, those it can refinance, it will be based on LPR, nothing to do with Fed rates.   Like the coming $400m/2.9% bond.   Actually, it has a problem.   Almost 50% of its debt is SGD Fixed.   Which means as PBOC lowers rates, CNY will weaken, having negative repercussions to its SGD denominated loans and DPU.   Hopefully, China' s economic recovery will outpace these issues. Mark001      ( Date: 30-Oct-2024 09:18) Posted: Just a reminder. Don' t believe CLCT has nothing to do with the Fed' s rate cut
Useful To Me  Not Useful To Me
BinderyT Elite	30-Oct-2024 11:39        BinderyT About Contact  Quote this Post!
x 1   x 0  Alert Admin	Zero.   First, 87% of its debt is fixed rate.   Second, those it can refinance, it will be based on LPR, nothing to do with Fed rates.   Like the coming $400m/2.9% bond.   Actually, it has a problem.   Almost 50% of its debt is SGD Fixed.   Which means as PBOC lowers rates, CNY will weaken, having negative repercussions to its SGD denominated loans and DPU.   Hopefully, China' s economic recovery will outpace these issues. Mark001      ( Date: 30-Oct-2024 09:18) Posted: Just a reminder. Don' t believe CLCT has nothing to do with the Fed' s rate cut. Delvyss      ( Date: 29-Oct-2024 12:36) Posted: You are sharp & quick to size up that the Fed rate cuts has nothing to with this, and the borrowing of RMB at 2%+. Hope the share price has already experienced the worse & poised for recovery. Yes, will be on the look out for the NPC fiscal announcements
Useful To Me  Not Useful To Me
Shenzhun01 Senior	30-Oct-2024 10:20        Shenzhun01 About Contact  Quote this Post!
x 0   x 0  Alert Admin	CapitaLand China Trust&rsquo s 9M net property income down 5.1% to 930.2 million yuan https://www.businesstimes.com.sg/companies-markets/capitaland-china-trusts-9m-net-property-income-down-5-1-930-2-million-yuan
Useful To Me  Not Useful To Me
Mark001 Veteran	30-Oct-2024 09:18        Mark001 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	Just a reminder. Don' t believe CLCT has nothing to do with the Fed' s rate cut. Delvyss      ( Date: 29-Oct-2024 12:36) Posted: You are sharp & quick to size up that the Fed rate cuts has nothing to with this, and the borrowing of RMB at 2%+. Hope the share price has already experienced the worse & poised for recovery. Yes, will be on the look out for the NPC fiscal announcements. BinderyT      ( Date: 29-Oct-2024 12:04) Posted: Correct.   This stock has nothing to do with US Fed Fund rate cuts.   It borrows in RMB at 2%+.   The problem it has is the Chinese consumer market, which led to reduced occupancy/rental rates.   Things should improve, watch out for the NPC fiscal announcements next week
Useful To Me  Not Useful To Me
Shenzhun01 Senior	30-Oct-2024 08:28        Shenzhun01 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Q3 results summary (not so good): Retail Park Occupancy from 97.8 to 97.9 Business Park Occupancy worsens from 90.5 to 87.3 Logistics Park Occupancy from 90.3 to 93.1 (but exclude Shanghai Fengshan Logistic Park which has no occupants at all. If include in calculation, it would be 69.8 only as divided by 4 logistics park instead of 3 logistic park to deliver the 93.1 occupancy rate.) Gearing ratio increase from 40.8 to 41.6 (may lead to possible shares placement in 2025 which may further dilute share value.) Average cost of debt also increase from 3.49 to 3.55 (higher interest to pay)
Useful To Me  Not Useful To Me
pasttime Supreme	30-Oct-2024 07:41        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	the managment must take responsibility for reporting incorrect occupancy number for the logistic park . shanghai fengshan logistic park is empty. does not meant that it can be excluded in the calculation of the overall occupancy rate. to report 93.1% as main presentation by excluding the empty logistic park and putting a smaller 72.5% on footnote is an attempt to blur the issue. it is almost 1 year since the previous rent gone into problem.    management need to show urgency in letting it out. conditions are bad , yes that is why more competent agent or management is needed to get money out of the park.  by keep saying under review means management sitting on it doing nothing. just says the managment not up to the job. time to change
Useful To Me  Not Useful To Me
petson Master	29-Oct-2024 17:51        petson About Contact  Quote this Post!
x 0   x 0  Alert Admin	looking at MPACT performance, i just watched first Delvyss      ( Date: 29-Oct-2024 12:36) Posted: You are sharp & quick to size up that the Fed rate cuts has nothing to with this, and the borrowing of RMB at 2%+. Hope the share price has already experienced the worse & poised for recovery. Yes, will be on the look out for the NPC fiscal announcements. BinderyT      ( Date: 29-Oct-2024 12:04) Posted: Correct.   This stock has nothing to do with US Fed Fund rate cuts.   It borrows in RMB at 2%+.   The problem it has is the Chinese consumer market, which led to reduced occupancy/rental rates.   Things should improve, watch out for the NPC fiscal announcements next week
Useful To Me  Not Useful To Me
Delvyss Elite	29-Oct-2024 12:36        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	You are sharp & quick to size up that the Fed rate cuts has nothing to with this, and the borrowing of RMB at 2%+. Hope the share price has already experienced the worse & poised for recovery. Yes, will be on the look out for the NPC fiscal announcements. BinderyT      ( Date: 29-Oct-2024 12:04) Posted: Correct.   This stock has nothing to do with US Fed Fund rate cuts.   It borrows in RMB at 2%+.   The problem it has is the Chinese consumer market, which led to reduced occupancy/rental rates.   Things should improve, watch out for the NPC fiscal announcements next week. Delvyss      ( Date: 29-Oct-2024 08:42) Posted: " 4 SGX-Listed Companies That Could Benefit From China' s Stimulus Package " https://dollarsandsense.sg/4-sgx-listed-companies-that-could-benefit-from-chinas-stimulus-package/#:~:text=China' s%20latest%20stimulus%20package%20that,driving%20demand%20for%20Wilmar' s%20commodities.
Useful To Me  Not Useful To Me
BinderyT Elite	29-Oct-2024 12:23        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	Stocks will always fluctuate quarterly.   Own the stock only if you believe in its long term success and you will be fine.   Look at the Mag 7, its quite often that each of them do badly in certain quarters and take a big dive. Shenzhun01      ( Date: 29-Oct-2024 12:18) Posted: Provided the 3rd quarter business update for tmr morning is ok, else the sell-down is similar or worse off than MPACT.
Useful To Me  Not Useful To Me
Shenzhun01 Senior	29-Oct-2024 12:18        Shenzhun01 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Provided the 3rd quarter business update for tmr morning is ok, else the sell-down is similar or worse off than MPACT.
Useful To Me  Not Useful To Me
BinderyT Elite	29-Oct-2024 12:04        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	Correct.   This stock has nothing to do with US Fed Fund rate cuts.   It borrows in RMB at 2%+.   The problem it has is the Chinese consumer market, which led to reduced occupancy/rental rates.   Things should improve, watch out for the NPC fiscal announcements next week. Delvyss      ( Date: 29-Oct-2024 08:42) Posted: " 4 SGX-Listed Companies That Could Benefit From China' s Stimulus Package " https://dollarsandsense.sg/4-sgx-listed-companies-that-could-benefit-from-chinas-stimulus-package/#:~:text=China' s%20latest%20stimulus%20package%20that,driving%20demand%20for%20Wilmar' s%20commodities.
Useful To Me  Not Useful To Me
Delvyss Elite	29-Oct-2024 08:42        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	" 4 SGX-Listed Companies That Could Benefit From China' s Stimulus Package " https://dollarsandsense.sg/4-sgx-listed-companies-that-could-benefit-from-chinas-stimulus-package/#:~:text=China' s%20latest%20stimulus%20package%20that,driving%20demand%20for%20Wilmar' s%20commodities.
Useful To Me  Not Useful To Me
Delvyss Elite	28-Oct-2024 11:12        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	Stabilising
Useful To Me  Not Useful To Me
Mark001 Veteran	25-Oct-2024 13:06        Mark001 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	The market will always move in the direction of rate cuts. Be more patient.
Useful To Me  Not Useful To Me
Mark001 Veteran	25-Oct-2024 09:52        Mark001 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	ya, maybe. But the next period of time will be favorable to it.   Shenzhun01      ( Date: 25-Oct-2024 09:28) Posted: I think this quarter result is gonna be bad for CLCT looking at how MPACT performed.
Useful To Me  Not Useful To Me
Shenzhun01 Senior	25-Oct-2024 09:28        Shenzhun01 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think this quarter result is gonna be bad for CLCT looking at how MPACT performed.
Useful To Me  Not Useful To Me
Delvyss Elite	24-Oct-2024 16:15        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	" China' s big fiscal stimulus package is coming " https://www.smh.com.au/business/the-economy/china-s-big-fiscal-stimulus-package-is-coming-20241015-p5kib7.html Mark001      ( Date: 23-Oct-2024 12:19) Posted: Probably. There are only 2 months left in 2024. China has announced the significant economic stimulus in order to achieve  5% growth in 2024.   Delvyss      ( Date: 23-Oct-2024 10:16) Posted: HK/China seems like heading to the moon again ?
Useful To Me  Not Useful To Me
Mark001 Veteran	24-Oct-2024 15:36        Mark001 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	On 6~7 Nov, 0.25% or 0.5% rate cut approved?
Useful To Me  Not Useful To Me

                                                         First   < Newer   81-100 of 1552   Older>   Last