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CapitaRetail China Trust (CRCT)
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fatpig
Senior |
20-Dec-2021 21:28
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All China government official salaries cut by 20-30%. Big boys selling China-related stock. |
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Lobster
Elite |
20-Dec-2021 17:47
Yells: "Even Adam Khoo believes in the Black Market!" |
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Already have, but bought quite a bit at the close. I actually went in at matching time at $1.17, and like one bro said, some idiots just throw to me at $1.16. Expect to huat by CNY next year. Even if price don' t move higher to what I want, expect to get between 8 to 7% yields. This is one of the top paying REITs ah..... also bought Ascendas and MCT during matching period at the close. |
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whisng
Veteran |
20-Dec-2021 11:48
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Idiots are selling, see whether can load up somemore at $1.15 or $1.16 ^_^ Dividends coming and idiots are selling, the timing so perfect. | ||||
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halleluyah
Supreme |
20-Dec-2021 10:07
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china cut one yr loan prime rate to 3.8% frm 3.85%..... | ||||
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bystander1965
Supreme |
17-Dec-2021 17:27
Yells: "What I say is just my assessment. DYODD" |
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Monday it should be back to normal. Let' s see. |
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whisng
Veteran |
17-Dec-2021 17:08
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Before close there was 5.4 mil shares sold at $1.19. Think is some stupid find manager lah, balancing or should I say destroying their portfolio ^_^ Could also be those stupid contra traders who were forced to cover back after 3 days. | ||||
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halleluyah
Supreme |
17-Dec-2021 16:58
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still lots of room to go up....nav 1.485....div 6.715%.....bery gd.... | ||||
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whisng
Veteran |
17-Dec-2021 16:47
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Actually I think now with the spillover effect, is good time to buy if goondos sell-off. Cause I think the situation is bad for those property developers, not those who really held properties e.g CLCT. Also vested, and also bought in some from $1.16 to $1.20.
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Lobster
Elite |
17-Dec-2021 15:10
Yells: "Even Adam Khoo believes in the Black Market!" |
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The China situation is quite bad,,, re properties developers, so spillover effect. vested. Pdyohwadfmb |
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bystander1965
Supreme |
17-Dec-2021 14:54
Yells: "What I say is just my assessment. DYODD" |
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It just struck me the rise could be due to today. See next Monday, then we will know.
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whisng
Veteran |
17-Dec-2021 09:54
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I think is those evil shorts covering becos CLCT already down very long and almost everyday got few hundred thousands of shares been shorted.
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halleluyah
Supreme |
17-Dec-2021 09:15
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collection fr next mth div....strong n gd yield among reits..... | ||||
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pkli899
Supreme |
16-Dec-2021 16:46
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 Up of course happy. Down for too long already.
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bystander1965
Supreme |
16-Dec-2021 16:34
Yells: "What I say is just my assessment. DYODD" |
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5 figure for u not happy?🤪
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pkli899
Supreme |
16-Dec-2021 16:09
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CLCT today 吹 什 么 风 ？ Up 4 cents already. Any news? |
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des_khor
Supreme |
16-Dec-2021 08:30
Yells: "Tell me who is God or Market Fortune Teller in this forum ??" |
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REITs nothing to do with CM . | ||||
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PhillipTan
Supreme |
15-Dec-2021 20:07
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Retail S-REITs on the rise for FY2022DBS Group Research analysts Geraldine Wong and Derek Tan say that Singapore' s retail sector is at an inflection point, with more positives in 2022 as consumer confidence remains high and tourists return, with top picks Frasers Centrepoint Trust (FCT), CapitaLand Integrated Commercial Trust (CICT), Lendlease Global Comm REIT (LREIT) and CapitaLand China Trust (CLCT) for overseas retail maintained.According to Wong and Tan, retail value (ex-F& B) has recovered to approximately 92% of normalised levels despite periodic " lockdowns" as local spending continued to outweigh the " lost tourist dollar" . " We believe that the pivot to more online spending will not be a significant disruptor in Singapore, as we have seen landlords and tenants embark on an omni-channel strategy with brick-and-mortar stores complementing online offerings," say the analysts. " With brighter economic prospects driving wage increases coupled with tourists returning into our shores, we see the retail sector on a stronger footing come 2022." Additionally, Wong and Tan foresee more catalysts ahead, with stronger traffic at malls to drive further upward trajectory in tenant sales, and retail S-REITs to post an approximate 5.6% jump in distributions. " With Singapore' s ' endemic approach' towards the COVID-19 pandemic, we believe that the risk from the Omnicron virus is unlikely to lead to a fullblown domestic lockdown. We believe that it is only a matter of time that border reopening and further domestic relaxation will restart sometime in 1QFY2022," say the analysts. Vaccinated travel lanes with partner countries encompass approximately 57% of historical inbound markets and will be a lift to tourist retail sales in FY2022 as well. In addition, the potential relaxation of restrictions on " atrium sales" will be a positive earnings surprise for selected landlords&ndash FCT, MCT, and CICT, which contribute between 3-5% of revenues, which have been " lost" since 2020. Sector valuations are currently trading below book at 0.97 times close to its five-year historical mean of 1.01 times, where forward FY2022 yields are compelling at 5.6% for defensive big cap names FCT and CICT, according to the analysts. " We see lower downside risk of rental rebates in 2022 and conservatively priced in 0.5 months in our view, from 1-1.5 months this year," say Wong and Tan. Wong and Tan maintain top sector picks FCT on resilient tenant sales, CICT, and LREIT on border reopening and domestic relaxation play. " We also pick CLCT amongst foreign retail plays for attractive valuations at a 0.8x book and a rare 8% forward yield," the analysts added. |
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bystander1965
Supreme |
09-Dec-2021 10:08
Yells: "What I say is just my assessment. DYODD" |
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But if any how throw that $2.50 into the stock market, maybe only $0.5 or $0.1 left. That' s the problem. 
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bystander1965
Supreme |
09-Dec-2021 10:07
Yells: "What I say is just my assessment. DYODD" |
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Actually a few years ago one can probably get a plate of chicken rice with $2.50. If the same $2.50 is still in the bank as $2.50, it can' t fetch you the same chicken rice any more. Not losing money if money is kept in the bank? Only the numbers stay the same lor. Haha.
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pkli899
Supreme |
09-Dec-2021 09:55
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Haha.....true. Money in bank diminishing due to inflation.
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