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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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superstartup Elite	25-Jul-2023 11:42        superstartup About Contact  Quote this Post!
x 0   x 0  Alert Admin	Mapletree Pan Asia Commercial Trust   24 July   UOB Kayhian   $1.65   Target Price $1.90   Buy   DDM Hang Seng Index up 3.1% Shanghai up 1.8% Shenzhen up 2.2%
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pasttime Elite	16-Jun-2023 18:13        pasttime About Contact  Quote this Post!   Yells: "Buy good stock on sale and collect dividend long long time"
x 0   x 0  Alert Admin	interest rate up cycle, reits suffers due to higher borrowing cost and narrowing interest return versus government bond. interest rate down cycle. the reverse is true. smart money start moving already while reits are still cheap.
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HVRRVH Elite	16-Jun-2023 15:38        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	Fed as expected halted hike but at the same time, try to ' scare' the market by saying they still open to 2 more hikes with aim of hitting the final rarte of 5.6%! which is higher than previous target of 5.1%. Lol I think so far, market doesn' t buy it as SPX has officially entered bull market again. In SGX Reit space, most solid reits have responded by appreciation in unit prices. The retis will continue to be exposed to volatility depending on the rate direction. If Fed indeed resume hike, most reits will surely trend down again. Personally, I have collected enough MCT, MLT, LReit, CLINT, FLCT and CFA as far as reits are concerned since the beginning of rate hike cycle. Amnong all, only not too comfortable with LReit but hopefully it can deliver the good in the longer term. Now it is time to stay very still and watch every move of the ' enermy' closely before deciding the next move.
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HVRRVH Elite	14-Jun-2023 14:37        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	Most reits green today in anticipation of Fed halting rate hike tonight. One will be in good position if already bought when the prices hit low such as 1.6 for MPACT and 1.61 for MLT just few days back or even CLINT just yesterday at 1.06. However, it may not be ideal to chase now as there is also high chance that the price will tank tomorrow if the Fed rate decision is not in line with market' s expectation. Having said so, long term holders would not mind another opportunity to collect if price down move south.
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HVRRVH Elite	12-Jun-2023 15:41        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	A bit of ' spoil for choice' feeling. So many good Reits to buy but have to consider firing the bullets wisely too. MPACT, MLT, FLCT, CLIT among others. Finally decided to focus on Mapletree family and further narrow it down to MPACT in view of the uncoming Greater Waterfront Project by the govt. Plus its overseas assets shoud generate higher NPI as soon as Fed fund ratre stable and start to inch downward. Fed could stop rate hike as soon as this Wedensday so buy a bit more to increase overall holding size, now 21% weightage of overall reit portfolio.  HVRRVH      ( Date: 02-May-2023 14:44) Posted: Bought some at $1.75. Post here for self reference.
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pasttime Elite	12-Jun-2023 07:45        pasttime About Contact  Quote this Post!   Yells: "Buy good stock on sale and collect dividend long long time"
x 0   x 0  Alert Admin	good day JAD_Trader, quite agree.    just it is transition period.  landlord need to look harder fro rent. surely can get a matter of total package.
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JAD_Trader Senior	11-Jun-2023 16:55        JAD_Trader About Contact  Quote this Post!
x 0   x 0  Alert Admin	Maybe it will soon be back to normal like before, no more wfh. Basically, companies continue to rent office space which are under utilize. pasttime      ( Date: 09-Jun-2023 09:19) Posted: cnnc reported that google to crack down on office attendance. looks like more advantage tech company has realised early that no attendance at office affects company performance.  office space for people returning to office?
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pasttime Elite	09-Jun-2023 09:19        pasttime About Contact  Quote this Post!   Yells: "Buy good stock on sale and collect dividend long long time"
x 0   x 0  Alert Admin	cnnc reported that google to crack down on office attendance. looks like more advantage tech company has realised early that no attendance at office affects company performance.  office space for people returning to office?
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JAD_Trader Senior	26-May-2023 20:55        JAD_Trader About Contact  Quote this Post!
x 0   x 0  Alert Admin	Time to buy. JAD_Trader      ( Date: 12-May-2023 10:39) Posted: Dropped below $1.70 today. What is happening?
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JAD_Trader Senior	12-May-2023 10:39        JAD_Trader About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dropped below $1.70 today. What is happening?
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