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CapLand Ascendas RE
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Ascendasreit
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vivacious
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24-Oct-2023 09:10
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25 series seems stable for now | ||||
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wavehunter
Supreme |
23-Oct-2023 11:57
Yells: "Trade what you see, not what you hope to see." |
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Yes, at 2.52 : 2.53, buy with money you dont need for a year and you will be fine. In late Jan/early Feb 2024 she will trade XD and pay 7-point-sumtin cents dividends. Under normal conditions, very, very hard to see her trading at low 2.50s. From above 2.80s...each time she dips, she would rebound at 2.67 to 2.70 region. Using 15 cts as her annual dividend, at 2.52, her yield is 5.95%.
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vivacious
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23-Oct-2023 11:02
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yes, esp this one. Ridiculously battered.
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wavehunter
Supreme |
23-Oct-2023 10:56
Yells: "Trade what you see, not what you hope to see." |
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Most REITs are recovering. If say Wall Street goes down again tonite and then tomorrow, we see the REITs holding up and not retesting their lows, that is a pretty good indication they have probably bottomed out. |
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halleluyah
Supreme |
23-Oct-2023 09:59
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div ard 6.3%...i long tis only reit beside recently hooting lots of t-bills & holding ssb n endownment as passive income....nt forgetting sicko tel too...... | ||||
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vivacious
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23-Oct-2023 09:48
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if dow chiong, tmr this one 26 series no issue
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wavehunter
Supreme |
23-Oct-2023 09:39
Yells: "Trade what you see, not what you hope to see." |
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Ascendas... Friday' s low was 2.47. Now 2.51 : 2.52. Has she turned? Maybe. Like I said, we will never know. Only if she keeps rising and move further and further away from 2.47 that we realise she probably did. By which time she will be many bids above 2.47. No other way. Take a stand and do nothing or roll the dice. |
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vivacious
Supreme |
23-Oct-2023 09:03
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hope it goes back to 26 series this week | ||||
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wavehunter
Supreme |
22-Oct-2023 11:28
Yells: "Trade what you see, not what you hope to see." |
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Again, do NOT read this as I am asking you all to start buying. Whether to buy on the way down or to wait for market to turn then buy, you all decide and go with your plan. I just want to share what happened to me on previous occasions when I decided not to buy on the way down but to instead wait for the market to turn then start buying on the way up. In theory, " wait for the market to turn first then start buying" sounds like an excellent strategy and one that will guarantee you wont run out of bullets when your stock is still falling because you will start buying only when your stock has turned the corner and is rising. But how do we know the precise moment our stock has turned? We dont. We guess. That' s all we can do. Right at the moment when a stock has bottomed out and has turned, even if our eyes are glued to the screen all day and we see it, we wouldnt know that that is the bottom. Now, after the stock has bottomed out and turned and rebounded by 3 bids, we may pay more attention to the price action but we are still not sure if the stock has turned and we wouldnt hit the BUY button. What if it is just a small bounce ? What if after that small bounce, the stock resumes going down again ? This will be on our mind. That' s why we wont hit the button. And then what happens next? In a sudden move, one which is so sudden that we wont be able to react to becoz our mind is still processing what we see, the price suddenly jumps another 3 bids in quick succession becoz somebody swallowed up all the sellers in the queue and you see multiple BUY trades done in big lots. So what now ? The price is already 6 bids above the low. Do you hit the button or do you still wait. The cautious side of us tend to tell us to wait. Not long after, more funds come out to take big bites and they clear the sellers in the queue by another 3 bids. And you find yourself staring at the BUY price which is now 10 bids above the low. How will you feel ? You will feel damn damn damn FED-UP. You will feel damn damn damn SIAN. Becoz you waited so long for a chance to buy near the bottom and the price has rebounded by 10 cts and you still havent bought yet. At this point, you have only 2 options. One is to pain pain buy knowing that you have lost the chance to buy at 10 cts lower. And still unsure if your stock has really turned the corner. The 2nd option is to still dont buy and see what happens after that becoz you Beh Kam Guan pay 10 cts more and feeling Sibeh Beh Kay Gian about missing the low. And what happened after that was the price kept rising and rising and pullbacks were brief and shallow and the price kept making higher highs because the stock has really turned the corner and funds, institutional investors, high net worth retail investors and the large following of smaller retail investors all came out to buy. End up miss the boat. And all becoz of pride. All becoz we Beh Kam Guan and Beh Kay Gian. Yes, its natural for us to feel that way. But the market dont give a shit how Beh Kam Guan we are. The lesson for us is - Trade what we see, not what we hope to see. So buying on the way down does have its merits. When your stock finally U-Turn and go above your entry points, your positions will be in the money. The challenge is to figure out WHEN to start buying on the way down. In my view, below 2.50 which is where she is now, seems like a good starting point. But that' s just my own personal view. You do your own due diligence. |
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wavehunter
Supreme |
21-Oct-2023 10:17
Yells: "Trade what you see, not what you hope to see." |
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Good Saturday morning everyone. Imagine Ascendas is a ship which started sailing along the west coast of India and towards the south. The challenge for us is to figure out exactly where the location of that ship is now. Coz we want to buy when this ship has sailed to the southern most tip of the Indian peninsular. One way is to second guess whether she is already at that southern most tip to start buying. The other way is to simply wait till this ship has sailed past Sri Lanka then we start buying. Happy Sailing !!! . 
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wavehunter
Supreme |
20-Oct-2023 23:15
Yells: "Trade what you see, not what you hope to see." |
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Yes, it is ridiculous. If I am that fund manager and I want to divest, I would have done it when the price was at 2.80 to 2.83 region, not now. And if it was a very recent decision to bail out, I would wait for the price to go back to the highs to do it. But I guess fund managers dont care about such things becoz they are managing other people' s money, not their own. So they dont feel any pain. They collect their management fees either way. So they dont care. Just sell. Even when it will depress the price. Yes, it is ridiculous. From our perspective, that is. But then again, if funds dont behave in such a ridiculous manner, we wont get a buying opportunity like this. So in that sense we should be thankful to that ridiculous fund manager.
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vivacious
Supreme |
20-Oct-2023 18:46
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ridiculous selldown the past 3 days | ||||
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wavehunter
Supreme |
20-Oct-2023 16:43
Yells: "Trade what you see, not what you hope to see." |
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Dont guess where is the bottom. The bottom will be reached when that fund has completed selling. Why is he selling... it doesnt matter. From time to time, we will get a fund who wants to sell, whatever his reason is. There are many reasons for a fund to sell : - to cash out. - to raise money to meet clients making redemption. -to reduce his stakeholding in the stock. - as part of his portfolio reshuffling. The silver lining is that unless and until we get this, ie. a fund wants to sell, we wont see the price beaten down to such attractive levels. So having a fund selling in large quantities in a hurry from time to time is good for BUY & HOLD investors who take a longer term view. Without such funds around, the price will always be at the mountain top level. Then where to find buying opportunities like this. One man' s meat is another man' s poison. This fund wants to get out of Ascendas and some more want to get out in a hurry. Other funds will wait for her to go back up to the mountain top first then divest at higher levels. Why this fund so kan cheong cannot wait only he knows. But his selling has opened up a window of buying opportunity for other funds, institutional investors, high net worth retail investors and smaller fry investors to have a bite at this cherry at beaten down prices. So as I was saying, dont guess where is the bottom. We will get there when we get there. Keep an eye on the price. Bring out your Intraday Time & Sales and watch it like a hawk. When the selling in big lots end and the buying in big lots starts and you see many many transactions of buying in big lots and the price keeps climbing and pullbacks if any, are brief and shallow and the price macam like keep climbing and never look back, that is one probable signal that the selling has ended and the rebound has started. Not today, I suppose. Next week. |
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wavehunter
Supreme |
20-Oct-2023 16:11
Yells: "Trade what you see, not what you hope to see." |
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SDEXXXXD
Veteran |
20-Oct-2023 15:27
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Even lower than COVID lows. ..... | ||||
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Startsmm
Member |
20-Oct-2023 15:06
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2.48 now🔥 🔥 🔥
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Startsmm
Member |
20-Oct-2023 14:08
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2.5 now 😅 😅 😅 😅 | ||||
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halleluyah
Supreme |
20-Oct-2023 13:02
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most likely will see mkt rebound coming........... | ||||
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halleluyah
Supreme |
20-Oct-2023 13:00
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YEAH....I LOOONG SOME...............
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wavehunter
Supreme |
20-Oct-2023 11:59
Yells: "Trade what you see, not what you hope to see." |
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In the last 10 years, every time Ascendas issued new shares by way of a private placement to funds, institutional investors and brokerages, the new shares were always over-subscribed and new shares were allotted at the highest price or near the highest price in the indicative price range. And people like us small frys dont stand a chance of being invited to take up the private share placement. Only the big boys stand a chance and they grabbed the chance without hesitation every time. What does that tell you about this REIT ? That this is a highly valued much sought after REIT by the big boys OR this is a useless Mole Lan Yong REIT ? One more thing which some of you may not know - who is the largest shareholder of Capitaland Ascendas REIT ? Its this fellow. .  So dont worry about buying a dud. Go ahead and Pung Sim buy. If you are nibbling on the way down, space out your BUYs. Small bites at a time. If you are waiting for a U-Turn, follow the news and keep an eye on Wall Street. |
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