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CapLand China T
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CapitaRetail China Trust (CRCT)
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fatpig
Senior |
22-Dec-2021 11:52
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Don' t understand why people short Reit?   How much can thses people profit?    
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whisng
Veteran |
22-Dec-2021 11:45
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Likely those who constantly talked down on CLCT were short on CLCT.  After seeing CLCT rise, they panic and talk nonsense as it is closer and closer to the CD.  Everyday got few hundred thousands of CLCT shares were shorted.  Wonder how many of such idiots had their positions covered?? Or these idiots were just happily shorting and never cover? If the later case, likely there will be a panic buy in when the div is declared, cause these idiots who haven' t covered will have to pay the div. | |||||||||||||||||||||||||||||||||||||||||||||||
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fatpig
Senior |
22-Dec-2021 11:41
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One of my relative in Suzhou is one of them her overall salary got cut.   If you running business in China you should have all thses information by now.   Yes. as a government officials their income is much better than others.   Most of my China government official friends has committed 3 houses and more.   Salary cut had created a lot of problem for them and they have problem selling their houses (without big loss).      
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bystander1965
Supreme |
22-Dec-2021 11:32
Yells: "What I say is just my assessment. DYODD" |
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Maybe a member of the infamous hk/SG gang is here. Kekeke | |||||||||||||||||||||||||||||||||||||||||||||||
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Lobster
Elite |
22-Dec-2021 11:29
Yells: "Even Adam Khoo believes in the Black Market!" |
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Alright... from bannedbook.... well, if it floats your boat. Just to entertain you, it said a source claimed some provinces are cutting their civil servants salaries... if big news, big source, big impact, why unnamed source? More credible if you name garmen source. Btw 50k yuans for a garmen clerk is still a lot of monies when cost of living is so much lower than tiny red dot.
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des_khor
Supreme |
22-Dec-2021 11:17
Yells: "Tell me who is God or Market Fortune Teller in this forum ??" |
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Thanks to China property crisis ... to let us buy at such lelong price .... | |||||||||||||||||||||||||||||||||||||||||||||||
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fatpig
Senior |
22-Dec-2021 10:58
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中 共 国 多 省 公 务 员 降 薪 , 苦 日 子 真 要 来 了For those invested in China related companies should spend time research " China economy outlook in 2022" .   Don' t just read reports from Bloomberg, CNBC... Imagine if your salary got cut by 30% do you think your purchase power can maintain as usual.   How you going to fix your house loan and car loan? Chinese family committed up to 70% of their income into property investment is very normal.   After 30% cut many family has difficulty to pay their montly installments, do you think thses people still spending $$$ in retail entertainment?      https://www.bannedbook.org/bnews/comments/20211211/1664371.html
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halleluyah
Supreme |
22-Dec-2021 09:41
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agak coming dpu ard 3ct..... | |||||||||||||||||||||||||||||||||||||||||||||||
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whisng
Veteran |
22-Dec-2021 08:33
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Correct.  Pre-pandemic, I bought CLCT and sold off at a region of $1.55 and re-enter during the pandemic at highest of $1.29 to low of $1.16.  Post pandemic, most likely CLCT will soar towards the region of $1.6 as now it had more properties to support the increase of DPU.
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bystander1965
Supreme |
21-Dec-2021 21:49
Yells: "What I say is just my assessment. DYODD" |
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Let data speak for itself. We all know 2020 and 2021 all reits except logistics are severely affected. But 2021 number is not complete yet (expect another 2+cents). 2008 is probably exception due to its listing only came about in 2007. I would say DPU has been increasing and very good. Going forward it has already expanded into business parks/logistics etc. So you be the judge.  
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pkli899
Supreme |
21-Dec-2021 21:13
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Yes, say whatever u want but with something to support u. Only then, people will give it a thought. To be fair, the figures are there for all to see. CLCT dividends over the years, indeed, didn' t correspond with the numerous acquisitions. Manager is rewarded for every acquisition. By right they should be responsible and ensure asset acquired is accretive. Not keep buying to grow the company but at the expand of shareholders. That is to say property has to be bought at the right price. In the case of CLCT, the many acquisitions didn' t fully reflected on dividend growth. Their purchases all from sponsor, Capitaland. Will Capitaland sell cheap to CLCT? Hence, the need to scrutinize whether purchase is at fair value become very important. That' s why over the years, I didn' t add to my holding on my own but the increase was rather because of the rights issues. Having said, up till now, CLCT is still a good company that gives out fairly good yield. Especially at current super low price. I did take the opportunity to add recently. I' m hoping the recent purchases will be really good in boosting up future dividends.   |
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prophetjul
Master |
21-Dec-2021 12:10
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Quantitaive and qualitative criticism. Maybe not a single liner without any sauce?   
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Lobster
Elite |
21-Dec-2021 11:47
Yells: "Even Adam Khoo believes in the Black Market!" |
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Oh, sometimes they tried very hard to give facts like China government officials salary cut by 20% , so will effect CLCT prices, as if these government officials got no more money to buy shares or wont be able to do business with CLCT Logistics, or eat or buy clothes at the malls ... sometimes you don' t know to cry or laugh. Btw, I don' t do rating.... I' ll prefer hit hard whoever try to come out with slippery posts.... vested . Pdyohwadfmb 
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whisng
Veteran |
21-Dec-2021 11:16
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Correct.  Those who constantly spread fear or bad news were most likely short on CLCT or had evil intentions. They will spread news without any substantial evidences or facts.  Talk and then pluck from air nia.  If CLCT no good, why Ah Gong Temasek got 30% stake in it?
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Lobster
Elite |
21-Dec-2021 11:02
Yells: "Even Adam Khoo believes in the Black Market!" |
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Very difficult to talk to people with a slippery brain. CLCT had a rights issue in August 2019 and December 20. So of course is slightly down la. But you never see this FY, that after only 3 quarters our dpus of 0.0693 is more than the total dpus of padamic year 2020? I expect totalFY to be easily above 9 cents, which based on my buying price of $1.16 yesterday would be easily 8% yield. My earlier or current holdings' yield percentage would be even much higher ! vested pdyohwadfmb  |
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Tipster88
Senior |
21-Dec-2021 10:53
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Someone gave me a poor comment rating. Grow up & learn to accept criticism. Don' t just listen to what you wanna hear...
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Tipster88
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21-Dec-2021 10:29
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Looks like the DPUs are on a slippery slope down as well...
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Lobster
Elite |
21-Dec-2021 10:13
Yells: "Even Adam Khoo believes in the Black Market!" |
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Today up, should be up or at least steady from now on. But I not too bothered, even my current holdings average below $1.10 per unit, I didn' t sell.... Actually some people just sell or short blindly without consideration of its fundamentals. Among the blue chip,REITs, it has one of the lowest gearing ratio and pays hefty dpus. In FY 2018, it' s total dpus was $0.1022 cents, in 2019, was $0.099 cents. Even in pandemic 2020 it was respectable $0.0635......and for this financial year, even before final quarter results, it already paid out $0.0693. And don' t forget, it has gone into the new economy business like logistics and data centres.... maybe I post some info when I m in a mood... vested . Pdyohwadfmb 
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whisng
Veteran |
21-Dec-2021 07:49
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I don' t think the big boys so stupid to sell at the lows.  The vol yesterday was only 6 mil, thus not possible the big boys selling.  The big boys will want the div which is coming soon, why would they want to sell if they got the financial to sit thru this " omicron" wave?  Likely CLCT will rebound after these idiots sell finish cause their fear was so uncalled for.
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whisng
Veteran |
21-Dec-2021 07:44
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Correct lor. Even if the share price goes down, the div will likely be the same or more as this pandemic is coming to an end liao.  Furthermore, China had already recovered strongly and was not actually adversely impacted by the pandemic at all.  The currently omicron sell-off is good oppurtunity to add in more CLCT or other good shares at a good/fair value. Just as warren buffett said  " Be fearful when others are greedy and be greedy when others are fearful" Only fools sell when other fools sell, just as an SAF saying goes..." No sell no sell, one sell 2 3 4 sell" .
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