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CapitaR China Trust , PO results 

https://links.sgx.com/1.0.0/corporate-announcements/A5QUA2QPEOY7Z5CM/642081_20201210_CRCT_Results_of_Pref_Offering.pdf
 

 

Any of the well sponsored capital, Fraser or mapletree. But they have all started to move up . Barring another covid there's a lot more room for them. The ones I have only maple north Asia has not moved much. Technically it is not ready to move. And yes hospitality means hotels. I will avoid those w heavy us exposure ( look at eagle). This segment benefited most recently from the vaccine news. All jumped up quite a bit.

wavehunter      ( Date: 11-Dec-2020 00:05) Posted: Thanks for your insights. Which retail reits and hospitality reits you recommend? As for hospitality reits, do you mean hotels? With borders remaining largely closed, hotel occupancy rate will still be very low.  bystander1965      ( Date: 10-Dec-2020 23:47) Posted: For reits I will avoid industrial and logistics for the time being. They recovered v quickly from march low and have been coming down since vaccine news. I think funds are rotating to other reits in commercial and retails or even hospitality which have been moving up recently. Forward looking ... Economy Recovery in play. It was logistics or factory spaces would still be needed type of play for industrial/logistics during the pandemic earlier in the year.

 

Thanks for your insights.
Which retail reits and hospitality reits you recommend?
As for hospitality reits, do you mean hotels?
With borders remaining largely closed, hotel occupancy rate will still be very low. 

bystander1965      ( Date: 10-Dec-2020 23:47) Posted: For reits I will avoid industrial and logistics for the time being. They recovered v quickly from march low and have been coming down since vaccine news. I think funds are rotating to other reits in commercial and retails or even hospitality which have been moving up recently. Forward looking ... Economy Recovery in play. It was logistics or factory spaces would still be needed type of play for industrial/logistics during the pandemic earlier in the year.

 

For reits I will avoid industrial and logistics for the time being. They recovered v quickly from march low and have been coming down since vaccine news. I think funds are rotating to other reits in commercial and retails or even hospitality which have been moving up recently. Forward looking ... Economy Recovery in play. It was logistics or factory spaces would still be needed type of play for industrial/logistics during the pandemic earlier in the year.

 

Should wait until all the GRs turn together.
Why is it when they U-Turn, they will all turn together ar?
Becoz most probably, the same Tua Phows who, like us, are also smart and also know which of the REITs are good to park money in.
And so they dont just buy one but a few of them or all of them. And I am sure the ones we have identified as GRs... the Tua Phows also
agree are the ones they should buy. Which explains why my GRs will all turn together. Becoz when the Tua Phows start buying, they buy
all. Imagine each of my GRs continues to fall another 10 cts. Then so wasted if you start buying them today at 10 cts higher, right? So
I will wait some more. 

Wakaka      ( Date: 10-Dec-2020 22:23) Posted: Hi bro/sis i bought some dots today too from credit suisse.. not sure its a good sign or not.. wavehunter      ( Date: 10-Dec-2020 22:12) Posted: Waaa lau.... bought from JP Morgan arrr ???    This King Kong is selling ??? That should most likely mean more selling to come. The next bounce to 2.93 region... you may want to take one round of profits first. Your money your call

 

When there is fear ,opportunity is here!

wavehunter      ( Date: 10-Dec-2020 22:12) Posted: Waaa lau.... bought from JP Morgan arrr ???    This King Kong is selling ??? That should most likely mean more selling to come. The next bounce to 2.93 region... you may want to take one round of profits first. Your money your call. spore1      ( Date: 10-Dec-2020 22:00) Posted: Ok noted thanks! Bought from JP Morgan. Waiting for next mkt direction! Huat ah

 

Hi bro/sis

i bought some dots today too from credit suisse.. not sure its a good sign or not..

wavehunter      ( Date: 10-Dec-2020 22:12) Posted: Waaa lau.... bought from JP Morgan arrr ???    This King Kong is selling ??? That should most likely mean more selling to come. The next bounce to 2.93 region... you may want to take one round of profits first. Your money your call. spore1      ( Date: 10-Dec-2020 22:00) Posted: Ok noted thanks! Bought from JP Morgan. Waiting for next mkt direction! Huat ah

 

Waaa lau.... bought from JP Morgan arrr ???   
This King Kong is selling ???
That should most likely mean more selling to come.
The next bounce to 2.93 region... you may want to take one round of profits first.
Your money your call.

spore1      ( Date: 10-Dec-2020 22:00) Posted: Ok noted thanks! Bought from JP Morgan. Waiting for next mkt direction! Huat ah! wavehunter      ( Date: 10-Dec-2020 20:57) Posted: Can be cheaper still if funds are not done with selling. Maybe...2.70-series or 2.80-series.  Mar Low was damn bagus man - 2.20-series.    From 2.22 cheong to 3.65 in just 4 mths. That' s a chunk of meat weighing 143 kg hor.    At current price of 2.90-series.... that chunk of meat is at best 75 kg unless she wants to show us a New High above 3.65

 

Ok noted thanks! Bought from JP Morgan. Waiting for next mkt direction! Huat ah!

wavehunter      ( Date: 10-Dec-2020 20:57) Posted: Can be cheaper still if funds are not done with selling. Maybe...2.70-series or 2.80-series.  Mar Low was damn bagus man - 2.20-series.    From 2.22 cheong to 3.65 in just 4 mths. That' s a chunk of meat weighing 143 kg hor.    At current price of 2.90-series.... that chunk of meat is at best 75 kg unless she wants to show us a New High above 3.65. spore1      ( Date: 10-Dec-2020 20:43) Posted: Collected a bit of AR at 2.90. Cheaper than PO. Swe

 

 

wavehunter      ( Date: 10-Dec-2020 20:57) Posted: Can be cheaper still if funds are not done with selling. Maybe...2.70-series or 2.80-series.  Mar Low was damn bagus man - 2.20-series.    From 2.22 cheong to 3.65 in just 4 mths. That' s a chunk of meat weighing 143 kg hor.    At current price of 2.90-series.... that chunk of meat is at best 75 kg unless she wants to show us a New High above 3.65. spore1      ( Date: 10-Dec-2020 20:43) Posted: Collected a bit of AR at 2.90. Cheaper than PO. Swe

 

Can be cheaper still if funds are not done with selling.
Maybe...2.70-series or 2.80-series. 
Mar Low was damn bagus man - 2.20-series.   
From 2.22 cheong to 3.65 in just 4 mths.
That' s a chunk of meat weighing 143 kg hor.   
At current price of 2.90-series.... that chunk of meat is at best 75 kg unless she wants to show us a New High above 3.65.

spore1      ( Date: 10-Dec-2020 20:43) Posted: Collected a bit of AR at 2.90. Cheaper than PO. Swee halleluyah      ( Date: 10-Dec-2020 18:05) Posted: AR 2.80-2.82...MIT 2.54-2.60...MCT 1.90/1.80....yeah go small in batches..

 

For me, the only reason I need to buy my GRs is becoz Tua Phows buy them.
Again for those who missed my earlier posting and especially Sis Ah Mah.... Tua Phows means funds, institutions and high
net worth retail investors. People like General SibehHengJagong, Bro Papasan Kendolah, Bro FuGuiHua Luzern, General
HuaMulanMeiXin, Bro KangChiangTowkay rotijal, Bro CycleEverywhere TikTalk and last but not least, Sis Ah Mah yourself.

My GRs... Tua Phows buy them in the thousands and high hundreds.
When Tua Phows buy, one upswing can be 20 cts...30 cts... 40 cts...even up to 80 cts.
It all depends on how low they dip to. The lower they dip, the more meat they will produce in their upswings.
This is the meat I go for. The dividend is not the reason but is a bonus if I happen to hold long enough to get it.
Their meat is worth many times their dividends. So lower DPU due to COVID doesnt bother me. What' s important
is that their upswings from each dip are still meaty and worth parking money in.

halleluyah      ( Date: 10-Dec-2020 18:05) Posted: AR 2.80-2.82...MIT 2.54-2.60...MCT 1.90/1.80....yeah go small in batches... CheeryVGoh      ( Date: 10-Dec-2020 17:59) Posted: True, some are asking for $$$. Imo, buy in batches if price is right for future DPU & price recoveries. Reits are backed by assets. Low interest rates = lower costs for Reits to re-finance debts. Need patience to hold

 

AR yearly DPU I think 14.8 cents . Yield 5.13%.. solid. Much better than cict, cmt,crct.. Suntec.. happy to kio

 

Collected a bit of AR at 2.90. Cheaper than PO. Swee

halleluyah      ( Date: 10-Dec-2020 18:05) Posted: AR 2.80-2.82...MIT 2.54-2.60...MCT 1.90/1.80....yeah go small in batches... CheeryVGoh      ( Date: 10-Dec-2020 17:59) Posted: True, some are asking for $$$. Imo, buy in batches if price is right for future DPU & price recoveries. Reits are backed by assets. Low interest rates = lower costs for Reits to re-finance debts. Need patience to hold

 

AR 2.80-2.82...MIT 2.54-2.60...MCT 1.90/1.80....yeah go small in batches...

CheeryVGoh      ( Date: 10-Dec-2020 17:59) Posted: True, some are asking for $$$. Imo, buy in batches if price is right for future DPU & price recoveries. Reits are backed by assets. Low interest rates = lower costs for Reits to re-finance debts. Need patience to hold. halleluyah      ( Date: 10-Dec-2020 17:47) Posted: yeah...bt i see still on the high side as dpu dropping...effect by covid n now one by one asking fr $$...

 

True, some are asking for $$$.

Imo, buy in batches if price is right for future DPU & price recoveries. Reits are backed by assets. Low interest rates = lower costs for Reits to re-finance debts.

Need patience to hold.

halleluyah      ( Date: 10-Dec-2020 17:47) Posted: yeah...bt i see still on the high side as dpu dropping...effect by covid n now one by one asking fr $$.... CheeryVGoh      ( Date: 10-Dec-2020 15:35) Posted: Sis, Good Reit

 

yeah...bt i see still on the high side as dpu dropping...effect by covid n now one by one asking fr $$....

CheeryVGoh      ( Date: 10-Dec-2020 15:35) Posted: Sis, Good Reits wavehunter      ( Date: 10-Dec-2020 15:31) Posted: Sis Ah Mah... I explained simi si GRs and you quoted my post. Must be you didnt read my post properly just read alternate words and glanced thru quickly.

 

Waaa..... 3.17 : 3.18....   

wavehunter      ( Date: 10-Dec-2020 11:00) Posted: Bro Westlake, She is there now.... 3.16 : 3.17. Only one way to find out which way Murphy will work for you. You do it and see what Murphy says lah.    I will cheer for you.    This one, my nightly routine is queue to buy at 3.06 to 3.09. Cash account can key in orders the nite before and following morn, the house will send in the orders when The Exchange opens at 8.30am.  Westlake      ( Date: 10-Dec-2020 09:56) Posted: Bro Wave, Its the Murphy' s Law that has kept me from using my cucumber.....otherwise her juicy range of 3.17 to 3.14 can earn some vouchers.    She visits and revisits this range daily.  Nabeh

 

Sis,

Good Reits

wavehunter      ( Date: 10-Dec-2020 15:31) Posted: Sis Ah Mah... I explained simi si GRs and you quoted my post. Must be you didnt read my post properly just read alternate words and glanced thru quickly.  halleluyah      ( Date: 10-Dec-2020 14:14) Posted: up too much liao...over value...dpu dropping..