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33061-33080 of 38374
Capitaland China Trust was Capitaland Retail China Trust. The short form cannot be CCT lor. So it' s CLCT.
CCT merged with CMT to form CICT last year.
TikTalk ( Date: 12-Mar-2021 09:42) Posted:
Wait...CLCT is CapLand Comm T or CapLand China Trust?
bystander1965 ( Date: 12-Mar-2021 09:36) Posted:
Reits in SG has a pattern. Those backed by Capland, Mapletree and Frasers generally will go up for a few months. Then go down for another few months. The whole up/down cycle can be as long as 1.5 - 2 years. But zooming out, the trend is up and up until last Mar where they were really hit hard. But most have recovered.
Those that are coming down now actually bounced very quickly from Mar2020. So now doing some form of correction.
CLCT is holding so far relatively well because I think the market likes its expansion strategy in China.
MNAC is struggling to follow the rest because of HK Festival Walk problem. Given time, that will abate.
CICT/MCT are primarily SG based reits. Single, small market. I generally don' t like but they are good reits also.
CLCT is also a single market reit but it' s world 2nd economy.
MNAC used to be China/HK based. But they have acquired good offices in Japan, and most recently Seoul. So hopefully the diversification will dilute the impact Festival walk will have. Anyway, I don' t foresee any more riots in HK now. Will be interesting to see how their G will react now with the new laws etc.
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Wait...CLCT is CapLand Comm T or CapLand China Trust?
bystander1965 ( Date: 12-Mar-2021 09:36) Posted:
Reits in SG has a pattern. Those backed by Capland, Mapletree and Frasers generally will go up for a few months. Then go down for another few months. The whole up/down cycle can be as long as 1.5 - 2 years. But zooming out, the trend is up and up until last Mar where they were really hit hard. But most have recovered.
Those that are coming down now actually bounced very quickly from Mar2020. So now doing some form of correction.
CLCT is holding so far relatively well because I think the market likes its expansion strategy in China.
MNAC is struggling to follow the rest because of HK Festival Walk problem. Given time, that will abate.
CICT/MCT are primarily SG based reits. Single, small market. I generally don' t like but they are good reits also.
CLCT is also a single market reit but it' s world 2nd economy.
MNAC used to be China/HK based. But they have acquired good offices in Japan, and most recently Seoul. So hopefully the diversification will dilute the impact Festival walk will have. Anyway, I don' t foresee any more riots in HK now. Will be interesting to see how their G will react now with the new laws etc.
TikTalk ( Date: 12-Mar-2021 09:27) Posted:
While looking at reits it reminds me about those gloves stock...
Of the 4 stocks Riverstone has rebound well above its low, Medtec held up better than UG while Top Glove continue to underperform.
Which reits will be the Riverstone of gloves? |
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I don' t want to compare it to UG or any glove stocks.
wavehunter ( Date: 12-Mar-2021 09:33) Posted:
The one which most Tua Phows buy and buy more.
And to me, that will be Ascendas.
TikTalk ( Date: 12-Mar-2021 09:27) Posted:
While looking at reits it reminds me about those gloves stock...
Of the 4 stocks Riverstone has rebound well above its low, Medtec held up better than UG while Top Glove continue to underperform.
Which reits will be the Riverstone of gloves? |
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Noted with thanks.
bystander1965 ( Date: 12-Mar-2021 09:36) Posted:
Reits in SG has a pattern. Those backed by Capland, Mapletree and Frasers generally will go up for a few months. Then go down for another few months. The whole up/down cycle can be as long as 1.5 - 2 years. But zooming out, the trend is up and up until last Mar where they were really hit hard. But most have recovered.
Those that are coming down now actually bounced very quickly from Mar2020. So now doing some form of correction.
CLCT is holding so far relatively well because I think the market likes its expansion strategy in China.
MNAC is struggling to follow the rest because of HK Festival Walk problem. Given time, that will abate.
CICT/MCT are primarily SG based reits. Single, small market. I generally don' t like but they are good reits also.
CLCT is also a single market reit but it' s world 2nd economy.
MNAC used to be China/HK based. But they have acquired good offices in Japan, and most recently Seoul. So hopefully the diversification will dilute the impact Festival walk will have. Anyway, I don' t foresee any more riots in HK now. Will be interesting to see how their G will react now with the new laws etc.
TikTalk ( Date: 12-Mar-2021 09:27) Posted:
While looking at reits it reminds me about those gloves stock...
Of the 4 stocks Riverstone has rebound well above its low, Medtec held up better than UG while Top Glove continue to underperform.
Which reits will be the Riverstone of gloves? |
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Reits in SG has a pattern. Those backed by Capland, Mapletree and Frasers generally will go up for a few months. Then go down for another few months. The whole up/down cycle can be as long as 1.5 - 2 years. But zooming out, the trend is up and up until last Mar where they were really hit hard. But most have recovered.
Those that are coming down now actually bounced very quickly from Mar2020. So now doing some form of correction.
CLCT is holding so far relatively well because I think the market likes its expansion strategy in China.
MNAC is struggling to follow the rest because of HK Festival Walk problem. Given time, that will abate.
CICT/MCT are primarily SG based reits. Single, small market. I generally don' t like but they are good reits also.
CLCT is also a single market reit but it' s world 2nd economy.
MNAC used to be China/HK based. But they have acquired good offices in Japan, and most recently Seoul. So hopefully the diversification will dilute the impact Festival walk will have. Anyway, I don' t foresee any more riots in HK now. Will be interesting to see how their G will react now with the new laws etc.
TikTalk ( Date: 12-Mar-2021 09:27) Posted:
While looking at reits it reminds me about those gloves stock...
Of the 4 stocks Riverstone has rebound well above its low, Medtec held up better than UG while Top Glove continue to underperform.
Which reits will be the Riverstone of gloves? |
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Have you recover from vomitting?
kiseki_2818 ( Date: 12-Mar-2021 09:30) Posted:
uncle wave, but when more competition come in, esp from low cost & reliable oversea competitors..KDC will need to fight to lower the headcount, cost..hoping that will not create more problems. Now mainly, indirectly rely on local tax payers..?? \(*_*)/ \(*_*)/
everyone wan this cake, even alibaba and many others.
wavehunter ( Date: 12-Mar-2021 09:14) Posted:
Becoz tenants of data centres are in for the long haul and good times or bad times, they still need to keep their offices and pay rental
whilst riding thru the storm till happy days are here again? Just like food and water. Good times or bad times, people need them |
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Roger that.
wavehunter ( Date: 12-Mar-2021 09:28) Posted:
In our STI, other than the banks and a handful of index counters, there are not many counters which one feel safe to park money
in for long term. That' s why REITs find favour with funds, institutions and high net worth retail investors. Especially the better REITs
which I collectively refer to as Good REITs (GRs). Buy them whenever they dip to their previous lows or a new low... you wont lose
money. Plus you get to be a landlord to collect dividends whilst waiting for your harvest. The GRs are so reliable that those who wish
to keep it simple can just buy up a basket of the GRs at a Swing Low and wait for the next Swing High to cash out. After that be patient
and wait for another Swing Low to go shopping again. And just repeat this process. Chew Kao leow. 
TikTalk ( Date: 12-Mar-2021 09:06) Posted:
I share these findings between say AR & KDC....
AR has fallen back to level in Apr 2020 just after the covid sell-off, yes it rallied to above pre covid high but came
back down equally fast.
KDC rallied to even higher high well above precovid high but only fallen to precovid high level, therefore its has held up
better than AR....
With the above two findings, I would think KDC outperform on the upside and downside.
Therefore my actual question is which one can not only attack but can also defense better going forward?
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CONGRATS Johnny Bro.
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Johnnybravo ( Date: 12-Mar-2021 09:31) Posted:
| Sold 50% of my UMS, still holding. |
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The one which most Tua Phows buy and buy more.
And to me, that will be Ascendas.
TikTalk ( Date: 12-Mar-2021 09:27) Posted:
While looking at reits it reminds me about those gloves stock...
Of the 4 stocks Riverstone has rebound well above its low, Medtec held up better than UG while Top Glove continue to underperform.
Which reits will be the Riverstone of gloves? |
|
Sold 50% of my UMS, still holding.
uncle wave, but when more competition come in, esp from low cost & reliable oversea competitors..KDC will need to fight to lower the headcount, cost..hoping that will not create more problems. Now mainly, indirectly rely on local tax payers..?? \(*_*)/ \(*_*)/
everyone wan this cake, even alibaba and many others.
wavehunter ( Date: 12-Mar-2021 09:14) Posted:
Becoz tenants of data centres are in for the long haul and good times or bad times, they still need to keep their offices and pay rental
whilst riding thru the storm till happy days are here again? Just like food and water. Good times or bad times, people need them.
TikTalk ( Date: 12-Mar-2021 09:06) Posted:
I share these findings between say AR & KDC....
AR has fallen back to level in Apr 2020 just after the covid sell-off, yes it rallied to above pre covid high but came
back down equally fast.
KDC rallied to even higher high well above precovid high but only fallen to precovid high level, therefore its has held up
better than AR....
With the above two findings, I would think KDC outperform on the upside and downside.
Therefore my actual question is which one can not only attack but can also defense better going forward?
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In our STI, other than the banks and a handful of index counters, there are not many counters which one feel safe to park money
in for long term. That' s why REITs find favour with funds, institutions and high net worth retail investors. Especially the better REITs
which I collectively refer to as Good REITs (GRs). Buy them whenever they dip to their previous lows or a new low... you wont lose
money. Plus you get to be a landlord to collect dividends whilst waiting for your harvest. The GRs are so reliable that those who wish
to keep it simple can just buy up a basket of the GRs at a Swing Low and wait for the next Swing High to cash out. After that be patient
and wait for another Swing Low to go shopping again. And just repeat this process. Chew Kao leow.
TikTalk ( Date: 12-Mar-2021 09:06) Posted:
I share these findings between say AR & KDC....
AR has fallen back to level in Apr 2020 just after the covid sell-off, yes it rallied to above pre covid high but came
back down equally fast.
KDC rallied to even higher high well above precovid high but only fallen to precovid high level, therefore its has held up
better than AR....
With the above two findings, I would think KDC outperform on the upside and downside.
Therefore my actual question is which one can not only attack but can also defense better going forward?
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While looking at reits it reminds me about those gloves stock...
Of the 4 stocks Riverstone has rebound well above its low, Medtec held up better than UG while Top Glove continue to underperform.
Which reits will be the Riverstone of gloves?
Correction, Gen Wave, no more Capitaland Retail China Trust. It' s now Capitaland China Trust. No CCT ah but CLCT.
It has gone into Business park/Industrial in China. Most of them I think were Ascendas' s assets until Capland bought them?
wavehunter ( Date: 12-Mar-2021 09:09) Posted:
The other REITs worth included in our Watchlist are:
CICT
MCT
Capland Retail China Trust
Mapletree NAC Trust
But I say nothing about whether they are good to LONG now as I have not been monitoring them.
As always, the better REITs are GOOD BUYs whenever they dip to their previous low or a new low.
Wait for them to turn before you start nibbling works generally well.
TikTalk ( Date: 12-Mar-2021 08:42) Posted:
NABEH & HENG Research wishes everyone a good day.
Anyone else can share your thoughts on reits, beside those 4 names in order of your preference
and additional comments would be great.
Newbie TikTalk |
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KDC is strong precisely because of what Gen Wave described. Until the market decides to find a reason why it is no good, it will be good. That reason has been there since 2014 or so.
If I am not wrong Ascendas sold its DC properties in China to Capitaland which are now bought by Capitaland China Trust (CLCT).
Ascendas is now primarily a SG based industrial reits.
wavehunter ( Date: 12-Mar-2021 09:14) Posted:
Becoz tenants of data centres are in for the long haul and good times or bad times, they still need to keep their offices and pay rental
whilst riding thru the storm till happy days are here again? Just like food and water. Good times or bad times, people need them.
TikTalk ( Date: 12-Mar-2021 09:06) Posted:
I share these findings between say AR & KDC....
AR has fallen back to level in Apr 2020 just after the covid sell-off, yes it rallied to above pre covid high but came
back down equally fast.
KDC rallied to even higher high well above precovid high but only fallen to precovid high level, therefore its has held up
better than AR....
With the above two findings, I would think KDC outperform on the upside and downside.
Therefore my actual question is which one can not only attack but can also defense better going forward?
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Open 2 cents higher, gut feel working liao
curious_moo ( Date: 11-Mar-2021 16:03) Posted:
how to sacrifice? another 2 big buy orders filled 292.. 130lots..
if my prediction that tomorrow will open higher fails me again, then i will need to bet against myself from now on.
TikTalk ( Date: 11-Mar-2021 15:57) Posted:
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sicko sti at one yr high...banks aredi at high...time fr profit takings/pull back....
Becoz tenants of data centres are in for the long haul and good times or bad times, they still need to keep their offices and pay rental
whilst riding thru the storm till happy days are here again? Just like food and water. Good times or bad times, people need them.
TikTalk ( Date: 12-Mar-2021 09:06) Posted:
I share these findings between say AR & KDC....
AR has fallen back to level in Apr 2020 just after the covid sell-off, yes it rallied to above pre covid high but came
back down equally fast.
KDC rallied to even higher high well above precovid high but only fallen to precovid high level, therefore its has held up
better than AR....
With the above two findings, I would think KDC outperform on the upside and downside.
Therefore my actual question is which one can not only attack but can also defense better going forward?
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dun chase....
wavehunter ( Date: 12-Mar-2021 09:09) Posted:
The other REITs worth included in our Watchlist are:
CICT
MCT
Capland Retail China Trust
Mapletree NAC Trust
But I say nothing about whether they are good to LONG now as I have not been monitoring them.
As always, the better REITs are GOOD BUYs whenever they dip to their previous low or a new low.
Wait for them to turn before you start nibbling works generally well.
TikTalk ( Date: 12-Mar-2021 08:42) Posted:
NABEH & HENG Research wishes everyone a good day.
Anyone else can share your thoughts on reits, beside those 4 names in order of your preference
and additional comments would be great.
Newbie TikTalk |
|
|
|
The other REITs worth included in our Watchlist are:
CICT
MCT
Capland Retail China Trust
Mapletree NAC Trust
But I say nothing about whether they are good to LONG now as I have not been monitoring them.
As always, the better REITs are GOOD BUYs whenever they dip to their previous low or a new low.
Wait for them to turn before you start nibbling works generally well.
TikTalk ( Date: 12-Mar-2021 08:42) Posted:
NABEH & HENG Research wishes everyone a good day.
Anyone else can share your thoughts on reits, beside those 4 names in order of your preference
and additional comments would be great.
Newbie TikTalk |
|
