Post Reply
261-280 of 982
Yield/rate drop is generally good for REITs due to reduced cost of borrowing. But yields have been dropping due to recession fear, which is over-riding the positive effects of dropping yields.
halleluyah ( Date: 04-Mar-2025 10:31) Posted:
then fed will cut rate ...
BinderyT ( Date: 04-Mar-2025 10:28) Posted:
| Not if yield is dropping for wrong reason - fear of recession. |
|
|
|
then fed will cut rate ...
BinderyT ( Date: 04-Mar-2025 10:28) Posted:
Not if yield is dropping for wrong reason - fear of recession.
halleluyah ( Date: 04-Mar-2025 10:03) Posted:
| treasury yield has been kept dropping...last nite 5yr yield blw 4....Reits has seem bottoming, once katek cover shorts then will explode up v fast..... |
|
|
|
Not if yield is dropping for wrong reason - fear of recession.
halleluyah ( Date: 04-Mar-2025 10:03) Posted:
| treasury yield has been kept dropping...last nite 5yr yield blw 4....Reits has seem bottoming, once katek cover shorts then will explode up v fast..... |
|
treasury yield has been kept dropping...last nite 5yr yield blw 4....Reits has seem bottoming, once katek cover shorts then will explode up v fast.....
That's wise
BinderyT ( Date: 04-Mar-2025 09:17) Posted:
i waiting for 1.90 so that I can dollar average.
halleluyah ( Date: 04-Mar-2025 09:13) Posted:
| at current px...yield abt 6.87 |
|
|
|
i waiting for 1.90 so that I can dollar average.
halleluyah ( Date: 04-Mar-2025 09:13) Posted:
at current px...yield abt 6.87%
halleluyah ( Date: 04-Mar-2025 08:58) Posted:
| hoot some....looks attractive at tis price...its been down abt 8% since the day b4 jp morgan toxic...last q results was quite ok, dpu up a bit....dyodd |
|
|
|
at current px...yield abt 6.87%
halleluyah ( Date: 04-Mar-2025 08:58) Posted:
| hoot some....looks attractive at tis price...its been down abt 8% since the day b4 jp morgan toxic...last q results was quite ok, dpu up a bit....dyodd |
|
hoot some....looks attractive at tis price...its been down abt 8% since the day b4 jp morgan toxic...last q results was quite ok, dpu up a bit....dyodd
Wow. Who is the manager ? Mapletree??
luckyguy3 ( Date: 27-Feb-2025 21:43) Posted:
the new punggol industrial/business park
MrBear12 ( Date: 26-Feb-2025 07:11) Posted:
| Let's not be overly concerned about this. However, I noticed quite some vacancy in industrial spaces in SG. Seems like some people are moving out of business parks and the like elsewhere.
But where?
Government flatted factories?
Private industrial parks |
|
|
|
the new punggol industrial/business park
MrBear12 ( Date: 26-Feb-2025 07:11) Posted:
Let's not be overly concerned about this. However, I noticed quite some vacancy in industrial spaces in SG. Seems like some people are moving out of business parks and the like elsewhere.
But where?
Government flatted factories?
Private industrial parks?
pasttime ( Date: 26-Feb-2025 07:05) Posted:
some analyst are over pessimistic about the lost of tenants for a few data centers.
really sometime a lost may not be a bad things as other used may get better return.
like a storage and distributions (like yiwu) center iwth american arts. worse case as a storage center.
electricity need not be from grid only.
hydrogen fuel cell can be a possible solutions. go explore with fuel cell company like ballard. |
|
|
|
Strong buy and hold as correction and profit taking likely to be over and done with.
MrBear12 ( Date: 26-Feb-2025 07:11) Posted:
Let's not be overly concerned about this. However, I noticed quite some vacancy in industrial spaces in SG. Seems like some people are moving out of business parks and the like elsewhere.
But where?
Government flatted factories?
Private industrial parks?
pasttime ( Date: 26-Feb-2025 07:05) Posted:
some analyst are over pessimistic about the lost of tenants for a few data centers.
really sometime a lost may not be a bad things as other used may get better return.
like a storage and distributions (like yiwu) center iwth american arts. worse case as a storage center.
electricity need not be from grid only.
hydrogen fuel cell can be a possible solutions. go explore with fuel cell company like ballard. |
|
|
|
Let's not be overly concerned about this. However, I noticed quite some vacancy in industrial spaces in SG. Seems like some people are moving out of business parks and the like elsewhere.
But where?
Government flatted factories?
Private industrial parks?
pasttime ( Date: 26-Feb-2025 07:05) Posted:
some analyst are over pessimistic about the lost of tenants for a few data centers.
really sometime a lost may not be a bad things as other used may get better return.
like a storage and distributions (like yiwu) center iwth american arts. worse case as a storage center.
electricity need not be from grid only.
hydrogen fuel cell can be a possible solutions. go explore with fuel cell company like ballard. |
|
some analyst are over pessimistic about the lost of tenants for a few data centers.
really sometime a lost may not be a bad things as other used may get better return.
like a storage and distributions (like yiwu) center iwth american arts. worse case as a storage center.
electricity need not be from grid only.
hydrogen fuel cell can be a possible solutions. go explore with fuel cell company like ballard.
You are most welcome.
For this reit, the income has been okay.
Mapletree is still a stable brand name.
Just don't go into US reits.
You'll get attacked by monkeys
That's my opinion.
b888sg ( Date: 25-Feb-2025 23:51) Posted:
| Ok, thank you MrBear12.
I will keep those which I had bought yesterday for dividends.
Once again thank you very much.
MrBear12 ( Date: 25-Feb-2025 21:52) Posted:
According to the BIG guru, yes.
I not the big guru.
Most investors take their cue from this big guru. |
|
|
|
Ok, thank you MrBear12.
I will keep those which I had bought yesterday for dividends.
Once again thank you very much.
MrBear12 ( Date: 25-Feb-2025 21:52) Posted:
According to the BIG guru, yes.
I not the big guru.
Most investors take their cue from this big guru. |
|
According to the BIG guru, yes.
I not the big guru.
Most investors take their cue from this big guru.
Will price drop further?
Hello Guru!
Please advise.
Thank you.
With the global countries especially US being moving towards Protectionism, treating cyber space as National Security topic, it is obvious that Data Centres will become a strategic assets. The data managed in US must be operated with local servers.
I see the high proportion of data centres in US being a plus point.
Just my thoughts, DYODD
Someone gave bear a not useful for below post. Let's change it.
Strong buy for above 250
MrBear12 ( Date: 18-Feb-2025 09:19) Posted:
|
Below 200 for strong buy
