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cloudy.mountain Member	26-Sep-2023 23:30        cloudy.mountain About Contact  Quote this Post!
x 0   x 0  Alert Admin	vested for many years can only say the decision back then to merge the two reits into one is definitely a wrong move for unitholders of mapletree commercial trust all we can do now is hope management executes well and don' t simply divest away HK properties
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HVRRVH Elite	25-Sep-2023 20:05        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	👍 pasttime      ( Date: 25-Sep-2023 18:02) Posted: you may be right. but which gov one..  bill may be too short to benefits any thing that come from interest rate down cycle. 10 years bond may be just right.  if usd collapse then usd bond is useless. gain interest lost exchange rate. if one is singapore base then singapore gov bond in sgd looks better.  cash, bond, equities. heavy on what only. at the moment think is very very heavy on cash and those first mover to switch out of cash will benefit more. reits has been beaten down by short term view. taking a long term view. real estate is always a good hedge against inflation. while housing property has gone up, commercial got hit by work from home and platform. but the fear is again over done.  it will be a balance, hybrid type. office + 1 day work from home, on line to off line.  even data center are beginning to become hybrid as managers take a look at the high cost of bandwidth and storage of a datacenter only strategy. mapletree business city could benefits by riding on the hybrid data center trend. and it is up to the commercial asset manager to try to maxi max the value and invite foot fall.  vivo, mapletree business city, festival walk will continue to do better. just go take a walk there and see the crowd. life returning to normal.    labrador tower is both competitions and complement.  when the area is build up with quality offices the place become more valuation.  again it is up to the manager there to make the place a wow and want to be place. not just lease it. take so much money must do work la.
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pasttime Elite	25-Sep-2023 18:02        pasttime About Contact  Quote this Post!   Yells: "Buy good stock on sale and collect dividend long long time"
x 0   x 0  Alert Admin	you may be right. but which gov one..  bill may be too short to benefits any thing that come from interest rate down cycle. 10 years bond may be just right.  if usd collapse then usd bond is useless. gain interest lost exchange rate. if one is singapore base then singapore gov bond in sgd looks better.  cash, bond, equities. heavy on what only. at the moment think is very very heavy on cash and those first mover to switch out of cash will benefit more. reits has been beaten down by short term view. taking a long term view. real estate is always a good hedge against inflation. while housing property has gone up, commercial got hit by work from home and platform. but the fear is again over done.  it will be a balance, hybrid type. office + 1 day work from home, on line to off line.  even data center are beginning to become hybrid as managers take a look at the high cost of bandwidth and storage of a datacenter only strategy. mapletree business city could benefits by riding on the hybrid data center trend. and it is up to the commercial asset manager to try to maxi max the value and invite foot fall.  vivo, mapletree business city, festival walk will continue to do better. just go take a walk there and see the crowd. life returning to normal.    labrador tower is both competitions and complement.  when the area is build up with quality offices the place become more valuation.  again it is up to the manager there to make the place a wow and want to be place. not just lease it. take so much money must do work la.
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eddyeddy Senior	25-Sep-2023 17:34        eddyeddy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Buy T bill or fix deposits with banks are better than buying REITs now.
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pasttime Elite	25-Sep-2023 17:29        pasttime About Contact  Quote this Post!   Yells: "Buy good stock on sale and collect dividend long long time"
x 0   x 0  Alert Admin	fear mongering is not going to bring the price down much. those who need to sell already sold. those wanting to buy just hoping for lower price to buy more. price over book value at 0.807 shows the discount already in for all talk talk bad things. the good things?  interest rate increased cycle is at top and holding it there.  fed talk is only jawing the market so that usd exchange rate versus other currencies don' t collapse. currently they using jpy to hold it up. else their gov bond no one buy. russia total exit , china retreating from usd who will save them?  fed has a very tough job. if they keep rate high for too long and their interest payment will go higher when their old time 30 year bond expired. where to find money to pay back if no one buy. so fed qe may be starting again. fund manager who has hold lots of cash and getting 5-6% return has done well. but fi tehy don' t start switching to equities they may under perform when the eventual interest rate down cycle happen. if fund manager just park money in cash then who needs them individual can buy gov bond themselves no need to pay a layer of cost for doign nothing.
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eddyeddy Senior	25-Sep-2023 17:18        eddyeddy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Festival Walk in HK is no longer a good asset that can produce good rentals , as for assets in china , it is even worst .AVOID is the word. pkli899      ( Date: 25-Sep-2023 17:07) Posted: WLE, didn' t know got new office development coming up so near. MPACT prospect already impacted by China/HK problem. Now, home ground also will face issue...... HVRRVH      ( Date: 25-Sep-2023 14:05) Posted: I think upcoming Labrador Tower may also potentially draw some potential and current MPACT office tenants away. It is directly opposite M Tower and ARC and close to MBC. MBC tenants unlikely to be lured by Labrador Tower but same cannot be said of M Tower and ARC. But I don?t think MPACT will sit idle and do nothing. Perhaps it is about time to revamp the aging Habourfront, for a start.
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pkli899 Supreme	25-Sep-2023 17:07        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	WLE, didn' t know got new office development coming up so near. MPACT prospect already impacted by China/HK problem. Now, home ground also will face issue...... HVRRVH      ( Date: 25-Sep-2023 14:05) Posted: I think upcoming Labrador Tower may also potentially draw some potential and current MPACT office tenants away. It is directly opposite M Tower and ARC and close to MBC. MBC tenants unlikely to be lured by Labrador Tower but same cannot be said of M Tower and ARC. But I don?t think MPACT will sit idle and do nothing. Perhaps it is about time to revamp the aging Habourfront, for a start.
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HVRRVH Elite	25-Sep-2023 14:05        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think upcoming Labrador Tower may also potentially draw some potential and current MPACT office tenants away. It is directly opposite M Tower and ARC and close to MBC. MBC tenants unlikely to be lured by Labrador Tower but same cannot be said of M Tower and ARC. But I don?t think MPACT will sit idle and do nothing. Perhaps it is about time to revamp the aging Habourfront, for a start.
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eddyeddy Senior	25-Sep-2023 11:55        eddyeddy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Rental rates of shopping malls in china and HK are very depressed . Will only go down in the next few years .
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mav1ryan Veteran	25-Sep-2023 11:37        mav1ryan About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	On the contrary, China now is lowering their interest rate. I believe what is working against them is that the RMB exchange rate is weak because of the lowering interest rate due to poorer economy outlook, it will come back strong again when China up their interest rate again. JAD_Trader      ( Date: 07-Aug-2023 11:31) Posted: Looks like high interest rate tooks it bite. PiRPiR      ( Date: 31-Jul-2023 22:45) Posted: MPACT 1QFY2024 DPU falls 3.1% q-o-q from higher utility, financing costs Ex Div 7 Aug 2.18c payable 14 Sep
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eddyeddy Senior	22-Sep-2023 21:21        eddyeddy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Too passive but very active a collecting fees from owners only . pasttime      ( Date: 22-Sep-2023 21:17) Posted: managing agent need to do more to make their asset a want to go to place. like in china now the second tier city are using music festival as a way to invite crowd to their cities. what has maple tree commercial trust done?  moon cake festival what is the acitivities?? what haveyou done for arc which is dieing.  if only rent out collect rent. no need to pay so much management fee. a small property manager + real estate agency can do the job. take so much money must make the place have a wow effect la.
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pasttime Elite	22-Sep-2023 21:17        pasttime About Contact  Quote this Post!   Yells: "Buy good stock on sale and collect dividend long long time"
x 0   x 0  Alert Admin	managing agent need to do more to make their asset a want to go to place. like in china now the second tier city are using music festival as a way to invite crowd to their cities. what has maple tree commercial trust done?  moon cake festival what is the acitivities?? what haveyou done for arc which is dieing.  if only rent out collect rent. no need to pay so much management fee. a small property manager + real estate agency can do the job. take so much money must make the place have a wow effect la.
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JAD_Trader Senior	07-Aug-2023 11:31        JAD_Trader About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looks like high interest rate tooks it bite. PiRPiR      ( Date: 31-Jul-2023 22:45) Posted: MPACT 1QFY2024 DPU falls 3.1% q-o-q from higher utility, financing costs Ex Div 7 Aug 2.18c payable 14 Sep
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PiRPiR Senior	31-Jul-2023 22:45        PiRPiR About Contact  Quote this Post!
x 0   x 0  Alert Admin	MPACT 1QFY2024 DPU falls 3.1% q-o-q from higher utility, financing costs Ex Div 7 Aug 2.18c payable 14 Sep
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HVRRVH Elite	31-Jul-2023 19:32        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	Already expecting poor performance but this is poorer than expected. Only good thing is may have chance to accumulate for long term with weakening price.
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superstartup Elite	31-Jul-2023 12:41        superstartup About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think the selling not due to result been released today, but sentiment affecting overall REITs market Not sure if anything to do with today been last day of July So funds doing some re-balancing of portfolio of sort Selling maybe also due to the increase in Japanese 10 Years Bond Yield   HVRRVH      ( Date: 31-Jul-2023 12:29) Posted: Results today after market closed. There seems to be some selling prior to the results but I think we can expect 2.23-2.3 cents of DPU.
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HVRRVH Elite	31-Jul-2023 12:29        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	Results today after market closed. There seems to be some selling prior to the results but I think we can expect 2.23-2.3 cents of DPU.
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PiRPiR Senior	26-Jul-2023 20:48        PiRPiR About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.theedgesingapore.com/capital/brokers-calls/uob-kay-hian-maintains-buy-mpact-lowers-tp-190
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superstartup Elite	25-Jul-2023 14:08        superstartup About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hang Seng up 4% liao Tempted to buy China Property Counters like Yanlord But think NO Play safe safe, small small, stable returns
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HVRRVH Elite	25-Jul-2023 13:55        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	It is not loved by the market at the moment. Now I am ready again to add if it come down to 1.59, having missed the previous time as added too early. If not, just wait and do nothing.
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