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Of course we cannot say there will be no changes.
But we also cannot deny there will be pent up demand for shopping.
According to a recent article i read somewhere, the Chinese are spending like there is no tomorrow.
Not forgetting they still cannot travel.....this in turn benefits their shopping malls.
ysh2006 ( Date: 14-Oct-2020 13:38) Posted:
Many things changes during Covid 19, post virus infection could be changes too!!
pkli899 ( Date: 14-Oct-2020 10:37) Posted:
CRCT is definitely not for short term play.
It has never been that way before.
U believe, u buy and keep, for the dividend.
Not for volatile price moment which trader favour.
Before Covid 19, price was in the range of 1.50 - 1.60 mostly.
If everything back to normal, price should reflects.
This is before any injection of assets, mind you.
So, considering it' s potential, current price is low.
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Many things changes during Covid 19, post virus infection could be changes too!!
pkli899 ( Date: 14-Oct-2020 10:37) Posted:
CRCT is definitely not for short term play.
It has never been that way before.
U believe, u buy and keep, for the dividend.
Not for volatile price moment which trader favour.
Before Covid 19, price was in the range of 1.50 - 1.60 mostly.
If everything back to normal, price should reflects.
This is before any injection of assets, mind you.
So, considering it' s potential, current price is low.
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Today Evergrande.HK dropped 17%. Would there be lots of good assets on firesale in China?
CRCT is definitely not for short term play.
It has never been that way before.
U believe, u buy and keep, for the dividend.
Not for volatile price moment which trader favour.
Before Covid 19, price was in the range of 1.50 - 1.60 mostly.
If everything back to normal, price should reflects.
This is before any injection of assets, mind you.
So, considering it' s potential, current price is low.
LT holder
Thats correct, plus Capland investors also want to collect cheap, perhaps chng kays at work pressing down price for collection
simpleguy123 ( Date: 14-Oct-2020 09:25) Posted:
Last Night US was red
lifeisgood ( Date: 14-Oct-2020 09:21) Posted:
| Today Capland share price week. No hint of imminent asset disposal to CRCT. |
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Last Night US was red
lifeisgood ( Date: 14-Oct-2020 09:21) Posted:
| Today Capland share price week. No hint of imminent asset disposal to CRCT. |
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Today Capland share price week. No hint of imminent asset disposal to CRCT.
End of the day, I look from this angle. Should I go in, or should I leave this counter (if I' m already inside)?
In China, where land is plentiful. Whenever a mall is built up, and competitors see its making money....likely they will copy and built another mall next to the original.
Over there, it' s not a matter of quality because even these days their " cloning" has improved so much, that the duplicates look like originals.
But with that being said, I cannot deny his performance has been decent. So 1.29/1.30 looks like a good range to buy and hold (and NOT look at price everyday).
If you are here to play short-term shareprice movement, stay away from this counter. Seems like you are a trader, not a longterm investor. Nothing wrong with being a trader, or an investor. But its good to know which one you are, and not confuse yourself and your judgement calls :)
I recomend to you Glove Counters hahaha and the manufacturing boys.
mattohoh ( Date: 13-Oct-2020 20:56) Posted:
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Also must watch capitaland share price movement. If there is imminent deal with CRCT, I believe Capitaland share price will also shoot up, as any asset divestment likely to book a very large profit.
mattohoh ( Date: 13-Oct-2020 21:16) Posted:
Today the share price movement like not much leyy
pasttime ( Date: 13-Oct-2020 21:13) Posted:
if share dividend rate os 10% , to acuired an asset using shares, the asset need to be more then 10% return.
but if share price go up double, the dividend rate become 5%. so to use shares to buy new asset. asset only need to be > 5%. think they first need to push up share price. |
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my guess is the general directions. it will take time to happen, with each set of results and dividend , slowly move up. may take years then add up + dividend maybe more then 10% return per year. overnight increases cannot susbtain one.
mattohoh ( Date: 13-Oct-2020 21:16) Posted:
Today the share price movement like not much leyy
pasttime ( Date: 13-Oct-2020 21:13) Posted:
if share dividend rate os 10% , to acuired an asset using shares, the asset need to be more then 10% return.
but if share price go up double, the dividend rate become 5%. so to use shares to buy new asset. asset only need to be > 5%. think they first need to push up share price. |
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Today the share price movement like not much leyy
pasttime ( Date: 13-Oct-2020 21:13) Posted:
if share dividend rate os 10% , to acuired an asset using shares, the asset need to be more then 10% return.
but if share price go up double, the dividend rate become 5%. so to use shares to buy new asset. asset only need to be > 5%. think they first need to push up share price. |
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if share dividend rate os 10% , to acuired an asset using shares, the asset need to be more then 10% return.
but if share price go up double, the dividend rate become 5%. so to use shares to buy new asset. asset only need to be > 5%. think they first need to push up share price.
Any tp?
You think about it, if Capitaland sell too high and no takers other than CRCT, then CRCT unit holders won' t be happy. But if Capitaland sells too cheap, then CRCT may not get it. So at the end of the day, it will be a winner curse for CRCT.
Plus CRCT market cap is only $1.6 billion. To makan $33 billion is like 蛇 吞 象 , so I am just presenting an alternative view. Lots of euphoria here. For a $1.6 billion company to makan $33 billion is a lot like a RTO (reverse takeover), usually existing shareholders will be diluted until nothing . So at the end of the day, I will buy only when cheap. Won' t chase at this price. This is not a buy or sell call, pls dyodd.
mattohoh ( Date: 13-Oct-2020 00:26) Posted:
Bro meaning is good news or bad?
lifeisgood ( Date: 13-Oct-2020 00:24) Posted:
| The DBS analyst implicit assumption is that Capitaland will divest up to $33 billion assets to CRCT. However, I believe Capitaland will sell the assets to the highest bidders. There is nothing that oblige them to sell only CFCT. If the sale price is too high, it won' t be DPU yield accretive to CRCT unit holders. So lots of variables here |
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Bro meaning is good news or bad?
lifeisgood ( Date: 13-Oct-2020 00:24) Posted:
The DBS analyst implicit assumption is that Capitaland will divest up to $33 billion assets to CRCT. However, I believe Capitaland will sell the assets to the highest bidders. There is nothing that oblige them to sell only CFCT. If the sale price is too high, it won' t be DPU yield accretive to CRCT unit holders. So lots of variables here.
valueinvest ( Date: 12-Oct-2020 23:37) Posted:
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The DBS analyst implicit assumption is that Capitaland will divest up to $33 billion assets to CRCT. However, I believe Capitaland will sell the assets to the highest bidders. There is nothing that oblige them to sell only CFCT. If the sale price is too high, it won' t be DPU yield accretive to CRCT unit holders. So lots of variables here.
valueinvest ( Date: 12-Oct-2020 23:37) Posted:
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Thanks bro for the advice. Any tp?
valueinvest ( Date: 12-Oct-2020 23:37) Posted:
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Will it be too late if I enter now 1.30?
SharonWW ( Date: 12-Oct-2020 22:08) Posted:
Thanks for sharing! Regret didn' t buy more when it was 1.1 range.
tangoanna ( Date: 12-Oct-2020 18:42) Posted:
| $1.50 the minimum. But will await Capitaland' s injection of chinese assets into this trust. Not selling anytime soon! |
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