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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.
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.
pkli899 ( Date: 05-Sep-2024 12:33) Posted:
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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.
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.
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
with 1b from ion sale sure got a lot of money to invest for long term
The upcoming rates cut will bring it into an upward trend.
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)
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)
pkli899 ( Date: 29-Aug-2024 13:40) Posted:
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Yes, their new sector is the one dragging the performance.
The malls generally not much of an issue.
The malls generally not much of an issue.
pasttime ( Date: 29-Aug-2024 11:35) Posted:
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Need to work harder on leasing out their Shanghai logistic park. 8 months already still no happening
Should take a further look at the weight of its retail sales.
pkli899 ( Date: 26-Aug-2024 16:51) Posted:
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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.
pkli899 ( Date: 26-Aug-2024 16:51) Posted:
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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.
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.
If rate cuts really resulted in stronger RMB, CLCT will surely benefit more.
Whether will go above $1 is anybody guess.
Whether will go above $1 is anybody guess.
stonkmaster ( Date: 26-Aug-2024 13:11) Posted:
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Up so much. Today
and rate cut is almost here.
Mark001 ( Date: 26-Aug-2024 13:35) Posted:
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Can if stronger RMB is coming back.
stonkmaster ( Date: 26-Aug-2024 13:11) Posted:
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Can go back to above $1 like before?
pkli899 ( Date: 26-Aug-2024 12:03) Posted:
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Almost 100% it will.
return back 0.7 series soon?
pkli899 ( Date: 22-Aug-2024 10:50) Posted:
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Thanks Mark001 for sounding out good stuff.
Much appreciated.
Much appreciated.
Yes.
If you take a closer look at exchange rate trend of SIN $ vs CHN RMB,maybe you can do something better than just in the stock market.
My opinion only. Take your responsibility.
If you take a closer look at exchange rate trend of SIN $ vs CHN RMB,maybe you can do something better than just in the stock market.
My opinion only. Take your responsibility.
pkli899 ( Date: 22-Aug-2024 10:12) Posted:
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Well, with FED rate cuts, RMB is expected to strengthen.
This will somewhat help CLCT.
At least when converting their earning to Sing dollar.
This will somewhat help CLCT.
At least when converting their earning to Sing dollar.