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bystander1965 Supreme	14-Jan-2022 13:49        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	I also don't think it will run up any time soon. It's going to swing around here at this range for quite a bit.
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bystander1965 Supreme	14-Jan-2022 13:41        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Relax lah Anyway, the current selling 1.17 is by Citi. I queued a small buy there and it was done in 8 trades, all by the same counter party. Think it was probing.
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whisng Veteran	14-Jan-2022 11:31        whisng About Contact  Quote this Post!
x 1   x 0  Alert Admin	Correct.  Once those stupid idiots weak hands sell finish, CLCT will soar liao! prophetjul      ( Date: 14-Jan-2022 11:04) Posted: Omicron is a flu. My friend' s family in UK all got it. Just panadol as in flu management and natural healing.  Lobster      ( Date: 14-Jan-2022 09:40) Posted: This omicron is a big thing, big news in China because of the Winter Olympics. PRC Govt wants to make sure it will not touch BEIJING and SHANGHAI, which is good. in fact none of the 7 cities where CLCT properties are, are hit by omicron or under lockdowns.... but rumors are abound  Omicron In China: More Cities Under Lockdown, People Crammed Into Metal Boxes https://www.news18.com/news/world/omicron-in-china-more-cities-under-lockdown-people-crammed-into-metal-boxes-4648778.html
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whisng Veteran	14-Jan-2022 11:13        whisng About Contact  Quote this Post!
x 0   x 0  Alert Admin	Likely those evil shorts covering or weak hands selling or could also be contra idiots selling as they got no holding power.  Once these idiots done with their stupid acts, CLCT will soar liao! Huat to all real investors of CLCT!!
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prophetjul Master	14-Jan-2022 11:04        prophetjul About Contact  Quote this Post!
x 0   x 0  Alert Admin	Omicron is a flu. My friend' s family in UK all got it. Just panadol as in flu management and natural healing.  Lobster      ( Date: 14-Jan-2022 09:40) Posted: This omicron is a big thing, big news in China because of the Winter Olympics. PRC Govt wants to make sure it will not touch BEIJING and SHANGHAI, which is good. in fact none of the 7 cities where CLCT properties are, are hit by omicron or under lockdowns.... but rumors are abound  Omicron In China: More Cities Under Lockdown, People Crammed Into Metal Boxes https://www.news18.com/news/world/omicron-in-china-more-cities-under-lockdown-people-crammed-into-metal-boxes-4648778.html
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pkli899 Supreme	14-Jan-2022 10:28        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Today, up till now, volume is quite high but price stays.
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Lobster Elite	14-Jan-2022 09:40        Lobster About Contact  Quote this Post!   Yells: "Even Adam Khoo believes in the Black Market!"
x 0   x 0  Alert Admin	This omicron is a big thing, big news in China because of the Winter Olympics. PRC Govt wants to make sure it will not touch BEIJING and SHANGHAI, which is good. in fact none of the 7 cities where CLCT properties are, are hit by omicron or under lockdowns.... but rumors are abound  Omicron In China: More Cities Under Lockdown, People Crammed Into Metal Boxes https://www.news18.com/news/world/omicron-in-china-more-cities-under-lockdown-people-crammed-into-metal-boxes-4648778.html
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whisng Veteran	14-Jan-2022 09:31        whisng About Contact  Quote this Post!
x 0   x 0  Alert Admin	These 2 days the short vol was damm high and also got idiots sell to them cheap.  Really very stupid people. prophetjul      ( Date: 14-Jan-2022 09:14) Posted: And CRCT slides again. i hope it hits 8% yield
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prophetjul Master	14-Jan-2022 09:14        prophetjul About Contact  Quote this Post!
x 0   x 0  Alert Admin	And CRCT slides again. i hope it hits 8% yield
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pasttime Supreme	10-Jan-2022 10:04        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	in short china real estate asset are not in vogue at the moment. any company that has china real estate, if bundle up, sell them and reduce debt will have rerating of their share price. not projecting the long term ah. long term should be up as their economy growing up, inflation going up.  real estate is always a better inflation hedge then gold as real estate produce income with protection from inflation while gold only has price increase only. just look at the maple com trust merge with maple nac trust. maple nac trust main asset producing income is in hk where zero covid policy is starting to show hard to work and with not so high vaccine rate. it is heading into trouble.  so i think if there really such a move to merge clct and cict. i will vote hands and legs to shoot it down. at least for now is like that.
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yumsang Member	10-Jan-2022 10:01        yumsang About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree that CICT should not focus too much on china now that china engine kinda die fire liao. I will exit CLCT when price is right, hopefully in time to do so. royeko      ( Date: 08-Jan-2022 10:31) Posted: Just thinking out loud.... - CLCT may need to reduce its concentration risks in China.  - CICT may need to speed up the process of pivoting to in-demand " new economy" sectors such as data centres and e-commerce logistics which CLCT has already started pivoting towards in China.  - Both Reits may need to further &ldquo scale up&rdquo to lower their cost of capital and stay attractive to big foreign funds.  In the above context, does a CLCT + CICT merger make sense?
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pasttime Supreme	10-Jan-2022 09:48        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	i m of opinion that china is still learning in the control of real estate development. for a long time they cannot get the developers to be obidient and be measures in their act so last year hash measures were the results. now they toning down a bit but still it is very much like authoritarian. those not along with the measures (country policy) will probably be eaten up by those obeident one. a results of not including debt in such take over as part of 3 red line. i have clct and cict.  much smaller portiuon in clct as confidence need time to build. like last year street economy, one do not know how much it hit the shopping centers. i take the injections of other type of real estate into clct as a sign that situaitons are not so good so they try to average out the down side. hipe in next report they can at least say something about impact from street economy. otherwise clct dividend rate is attractive. over many years will be a winner if they stop issuing more shares to dilute the return.
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bystander1965 Supreme	08-Jan-2022 17:25        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	I think Ascendas reit was already doing that. So why did Capland Investment take out Ascendas' s China asset after it acquired Ascendas? Those assets were (at least partly) bought by CLCT. As for concentration risks. There are always people who would want to buy only single country or even single sector single country reits. When FLCT was FL& I it decided to acquire assets in Europe. A lot of people were making noise because they wanted a Aussie properties only reit. MCT and MNACT case, same, a lot of people making noise cause they only want SG based reits. CLCT is diversifying to industrials and commercial. China alone is a very big market. And capitaland has a very early and strong presence there. Maybe they have the might to use 1 reit to focus solely on China.   royeko      ( Date: 08-Jan-2022 10:31) Posted: Just thinking out loud.... - CLCT may need to reduce its concentration risks in China.  - CICT may need to speed up the process of pivoting to in-demand " new economy" sectors such as data centres and e-commerce logistics which CLCT has already started pivoting towards in China.  - Both Reits may need to further &ldquo scale up&rdquo to lower their cost of capital and stay attractive to big foreign funds.  In the above context, does a CLCT + CICT merger make sense?
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lukewong82 Master	08-Jan-2022 11:42        lukewong82 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Will CICT merge with CRCT just like MCT merge with MNACT? who knows.. both belongs to TM..
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royeko Member	08-Jan-2022 10:31        royeko About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just thinking out loud.... - CLCT may need to reduce its concentration risks in China.  - CICT may need to speed up the process of pivoting to in-demand " new economy" sectors such as data centres and e-commerce logistics which CLCT has already started pivoting towards in China.  - Both Reits may need to further &ldquo scale up&rdquo to lower their cost of capital and stay attractive to big foreign funds.  In the above context, does a CLCT + CICT merger make sense?
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bystander1965 Supreme	07-Jan-2022 16:41        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 1   x 0  Alert Admin	Anything and everything is possible. But, didn' t CLCT just take over Ascendas' s China asset after it came under the capitaland umbrella? That made Ascendas non-China based industrial reits. CICT on the other hand is going out of SG. The latest acquisition was in Australia, a Office cum Retail property. It lloks to me CapLand is separating China from others? I am guessing Mapletree after the merger may go beyond China/HK/JP/Korea also. A different approach. Just my opinion. I could be well off here though.
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pkli899 Supreme	07-Jan-2022 16:40        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	My view is, unlikely, at least not in the near future. But hor, never say never.....who knows? Btw, CLCT need to show a set of good results & good DPU to convince. Thereafter, will see it move......again is my view only.   royeko      ( Date: 07-Jan-2022 16:17) Posted: Hello Folks, Looking at the merger of MCT and MNACT. Just wondering if CICT and CLCT will follow suit.... What do u guys think? Are there strong reasons for them to do so (or not to do so)?
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royeko Member	07-Jan-2022 16:17        royeko About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hello Folks, Looking at the merger of MCT and MNACT. Just wondering if CICT and CLCT will follow suit.... What do u guys think? Are there strong reasons for them to do so (or not to do so)?
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prophetjul Master	06-Jan-2022 09:08        prophetjul About Contact  Quote this Post!
x 1   x 0  Alert Admin	Here is to HOPE. Cheers! :) whisng      ( Date: 06-Jan-2022 07:26) Posted: Yalor. These evil stupid people will get their retribution when CLCT announce good results. Huat to all real investors of CLCT!! Lobster      ( Date: 05-Jan-2022 18:05) Posted: It' s okay la, lost only 1 cts... other weaker stocks fare worst. it' s the general regional markets sentiments, also a stupid video of some American guru predicting a big market clash by March this year... of course people with weak pockets, or trading on margins will panick easily..... as well,as shortists funds taking advantage of fear factor...
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whisng Veteran	06-Jan-2022 07:26        whisng About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yalor. These evil stupid people will get their retribution when CLCT announce good results. Huat to all real investors of CLCT!! Lobster      ( Date: 05-Jan-2022 18:05) Posted: It' s okay la, lost only 1 cts... other weaker stocks fare worst. it' s the general regional markets sentiments, also a stupid video of some American guru predicting a big market clash by March this year... of course people with weak pockets, or trading on margins will panick easily..... as well,as shortists funds taking advantage of fear factor...
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