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CapitaRetail China Trust (CRCT)
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Mark001
Senior |
13-Sep-2024 11:22
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3 days to wait. Now market expects 0.25% rate cut on 18/9. It is crucial to start the journey of rates cut for CLCT. |
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Mark001
Senior |
11-Sep-2024 15:48
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5 more days to wait. | ||||
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Mark001
Senior |
09-Sep-2024 11:10
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The rates cut is on the way. If 1st rate cut is 0.5%, what is your expectation for CLCT? Further more, If RMB changes from a weak position to fair value, what do you expect from it? Act on what you believe in with own responsibility. |
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pasttime
Elite |
09-Sep-2024 06:57
Yells: "Buy good stock on sale and collect dividend long long time" |
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many smaller yiwu style tennants doing whole sale and logistic storage here is better then 1 big tennant. | ||||
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pasttime
Elite |
09-Sep-2024 06:46
Yells: "Buy good stock on sale and collect dividend long long time" |
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so long cannot rent out shanghai logistic park. can try to change the used to logistic, whole sale center like yiwu style. one can go get the yiwu current group of merchants to station here at a low cost. low rental is better then zero and for a much better asset later as a whole sale distribution center. certainly shanghai is more accessible then yiwu to overseas merchants to buy their goods. shanghai logistic park being near ports will have advantage. whatever . move it . move it. don' t leave it empty for so long. paying interest on the money stuck with owning this logistic park. |
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Alignment
Master |
08-Sep-2024 21:13
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Well placed to outperform other REITs. Minimal exposure to weakening US economy but a beneficary like other REITs of falling US interest rates. Win win. | ||||
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actan99
Master |
06-Sep-2024 23:12
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Suddenly so ho seh capland CHINA, FINALLY. |
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pkli899
Supreme |
05-Sep-2024 15:47
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Yes, agree with you on rate cuts. It' s positive for CLCT. In fact, most reits. |
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Mark001
Senior |
05-Sep-2024 15:27
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I don' t read the data too deeply and feel there are not much differences on their performance. I focus on interest rate. Markets expect Fed to cut rate on 18 Sep. The question is whether 0.25% or 0.5% cut is more likely? I expect 0.5% cut, which will lead CLCT to move to next high. My own opinion.
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pkli899
Supreme |
05-Sep-2024 12:33
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Oh, I just read your respond, Mark001. Sorry, when I mentioned new sector, I meant both Business Park & Logistic. This 2 constitute about a qtr of total assets. Non-performance surely affects the overall results. Although the business park occupancy looks acceptable, there is downward revision pressure during leases renewal. |
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pasttime
Elite |
05-Sep-2024 11:42
Yells: "Buy good stock on sale and collect dividend long long time" |
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hope the sponsor can buy back the shang hai logistic park at better price then they sold to this reit, at least keep their good will. with 1b from ion sale sure got a lot of money to invest for long term |
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Mark001
Senior |
05-Sep-2024 08:26
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The upcoming rates cut will bring it into an upward trend. | ||||
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Mark001
Senior |
29-Aug-2024 15:19
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I do not think the weak performance of logistic park had a big impact on the overall. Business Weight by AUM Occupancy 1.Retail 75.9% 97.7% 2.Business park 17% 90.2% 3.Logistic park 7.1% 67.6% (due Shanghai LP)
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pkli899
Supreme |
29-Aug-2024 13:40
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Yes, their new sector is the one dragging the performance. The malls generally not much of an issue.
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pasttime
Elite |
29-Aug-2024 11:35
Yells: "Buy good stock on sale and collect dividend long long time" |
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Need to work harder on leasing out their Shanghai logistic park. 8 months already still no happening | ||||
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Mark001
Senior |
29-Aug-2024 10:19
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Should take a further look at the weight of its retail sales.
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stonkmaster
Veteran |
27-Aug-2024 08:06
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8% dividend and at the bottom. No brainers to buy. I bought all the way from $1 to 60 cents and holding long term. Dividend itself already covered some of the losses.
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pkli899
Supreme |
26-Aug-2024 16:51
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Currently, only their retail sector performing ok. Other newer sector facing headwind with low occupancy. Lower interest payment and favourable exchange rate can help that much only. Need the non performing part to improve. |
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pkli899
Supreme |
26-Aug-2024 16:44
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If rate cuts really resulted in stronger RMB, CLCT will surely benefit more. Whether will go above $1 is anybody guess.
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actan99
Master |
26-Aug-2024 16:44
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Up so much. Today | ||||
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