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Management reassuring & confidence on the business model & outlook despite Covid19
Very positive outlook from the answers given by management in AGM responses. These are some of the highlights
We are seeing very good recovery in our sales in the past months. Hence, going forward, we expect the DPU to improve
We believe that the demand for value-for-money and lifestyle experiential shopping will continue to grow
We have been able to maintain good occupancy rates during and after our outlets closure period, as our business model of using commission-based leases aligns our interests with our tenants. As mentioned, sales have recovered very well as customers are keen to resume their normal lifestyles and shopping activities since we reopened our outlets.
The EMA income model differentiates Sasseur REIT from all other S-REITs as our interest as landlords or properties owners, and our tenants are 100% aligned. This takes away one major pain point for REITs, most of which have more of an adversarial relationship with their tenants, as they try to increase rents based on traditional lease contracts of generally fixed rentals, to improve their financial performance. Sasseur REIT business model, whereby we collect commission on sales instead of a fixed rent, is a unique business model among all retail REITs. 5 &bull The Sasseur EMA income model&rsquo s fixed component provides a downside income protection for investors. During this unprecedented Covid-19 crisis, the EMA income model has proven to be particularly resilient and beneficial for our investors
We are seeing very good recovery in our sales in the past months. Hence, going forward, we expect the DPU to improve
We believe that the demand for value-for-money and lifestyle experiential shopping will continue to grow
We have been able to maintain good occupancy rates during and after our outlets closure period, as our business model of using commission-based leases aligns our interests with our tenants. As mentioned, sales have recovered very well as customers are keen to resume their normal lifestyles and shopping activities since we reopened our outlets.
The EMA income model differentiates Sasseur REIT from all other S-REITs as our interest as landlords or properties owners, and our tenants are 100% aligned. This takes away one major pain point for REITs, most of which have more of an adversarial relationship with their tenants, as they try to increase rents based on traditional lease contracts of generally fixed rentals, to improve their financial performance. Sasseur REIT business model, whereby we collect commission on sales instead of a fixed rent, is a unique business model among all retail REITs. 5 &bull The Sasseur EMA income model&rsquo s fixed component provides a downside income protection for investors. During this unprecedented Covid-19 crisis, the EMA income model has proven to be particularly resilient and beneficial for our investors
Ok bro dnotts,.. thank you for this pc of news,... See if it goes up again tmrw in current green mkt conditions.
nott1965 ( Date: 16-Jun-2020 16:59) Posted:
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so disappointed with sellers n shortlists, end up up 0.5c
Ya. Maybe trying sell at 79 became 19
chengwh1 ( Date: 16-Jun-2020 16:32) Posted:
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What' s the meaning of fat fingers ? Was it an accidental Sell Order forced ?
nott1965 ( Date: 16-Jun-2020 14:39) Posted:
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Someone told me it may be a case of fat fingers. The price was forced to 19 cents earlier during lunch time with force sell order of close to 2 millions
Thing is : why is the peer ctr, CRCT still green ? Perhaps the malls of CRCT are in different cities ?
All Chinese Indices are still green as I write,...
All Chinese Indices are still green as I write,...
Chongqing ' kena' virusses,... my secretary just scoured all over the net and found an article mentioning this, but this articel is not dated.
My legal clerk searched too and said maybe someone misinterpreted Hebei with Hefei. Hebei reported to have ' kena' virusses one hour ago. Appeared in English and Chinese articles,...
Junior clerk said could be because of the rapidly-spreading virus from the wholesale mkt in Beijing.
My legal clerk searched too and said maybe someone misinterpreted Hebei with Hefei. Hebei reported to have ' kena' virusses one hour ago. Appeared in English and Chinese articles,...
Junior clerk said could be because of the rapidly-spreading virus from the wholesale mkt in Beijing.
Looks ok leh. 砂 之 船 .
Probably some BBs trying to create fear as Beijing may have another surge in covid so that they can buy cheap. I just benefited from it. Been trying to buy back after selling at 79 cents about 2 weeks ago
no big deal, pls keeps dropping.i will collect at the low low price.
Bros,... Sasseur REIT plunged with heavy volume at 12.30 pm,... just happened to notice it,... all other ctrs green and no movement with CRCT !
so much selling at $0.8
I see you' re holding for the dividends. Any TP?
chengwh1 ( Date: 02-Jun-2020 13:29) Posted:
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Why shld I sell Sasseur, bro ? I averaged down because I am willing to bank on Sasseur, and I am confident of its fundamentals and structure.
If you' re talking abt the banks reversing (which I mentioned in my earlier post), I decided to enter two days ago,.. Now okay already,...
Just waiting for my counters to climb till surface-level or to run-up for more capital gain.
If you' re talking abt the banks reversing (which I mentioned in my earlier post), I decided to enter two days ago,.. Now okay already,...
Just waiting for my counters to climb till surface-level or to run-up for more capital gain.
rexaze ( Date: 31-May-2020 23:26) Posted:
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still holding? are you not considering to sell?
chengwh1 ( Date: 29-May-2020 18:32) Posted:
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Bros,... am I observing correctly ? I saw,.. from 4 pm onwards, most REITs, if not all, started to run up. The banks reversed slightly,... I tried to look for infos of why this happened. Couldn' t find any,...
For myself, prior to the covid19 crash, I was holding at close to 90c. Averaged all the way down to 76c.. And now, surpassed my average price,...
For myself, prior to the covid19 crash, I was holding at close to 90c. Averaged all the way down to 76c.. And now, surpassed my average price,...
Solid closing. Last done at 0.800 after XD.
actan99 ( Date: 29-May-2020 15:14) Posted:
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Door closing soon.
climbing up.
climbing up.