Lendlease Reit    Last:0.565   -

Lendlease Global REIT

is lendlease reit bottoming soon? I don' t see any reversal signals? why this reit look like no hope type?


 

 

Sunstantial SH usually know something that retail investirs dont know . They sell , they are sending a magative signal . How to be good ?

alanmong      ( Date: 25-Jun-2020 21:11) Posted: Hi peter88 .. is this a good or bad news for lendlease REIT ?

 

Hi peter88 .. is this a good or bad news for lendlease REIT ?

 

s\Substaintial shareholder , LION GLOBAL HAS BENN SELLING , now left with less than 5% , from now on , do not eed to declare their sales anymore .

 

Morning Open match i sell my MANCT to Macquarie, closing cover back from JP Morgan

 

I observe many small lot buy high to attract ppl buy in, believe they are short it at high and at close push the matching at very low to cover back.

At the same time they buy low at closing, so next they may push it up to sell again. So Monday will be a good day.

 

Many REITs today same pattern.

 

happen to other stock and REIT as well.
heard that there is some STI adjustment

 

aiyo high vols sell down!
 

 

Professionals are indeed buying up / accumulating the available stocks. 
 

43+ %

% of float held by institutions

 

Cool!

 

In brief.  (LREIT SP) Trading Buy Range: S$0.755-.0.76 Last price: S$0.745 Target price: S$0.84 Protective stop: S$0.70.
 

alfredx      ( Date: 18-Jun-2020 13:01) Posted: Hi boss.. What tech report? Got link to share? Thanks francisd      ( Date: 18-Jun-2020 12:01) Posted: Guys, game is over guys. UOBKay.. has come out with a tech. report today-no wonder it has been moving up the last 3-4 sessions. Cheers

 

Hi boss.. What tech report? Got link to share? Thanks

francisd      ( Date: 18-Jun-2020 12:01) Posted: Guys, game is over guys. UOBKay.. has come out with a tech. report today-no wonder it has been moving up the last 3-4 sessions. Cheers. francisd      ( Date: 17-Jun-2020 16:42) Posted: Something brewing here in this counter... I am watching it closely.. some news is on the way it seems.. it has gone up today also. Cheers.

 

Power. Thanks!

 

Guys, game is over guys.
UOBKay.. has come out with a tech. report today-no wonder it has been moving up the last 3-4 sessions.

Cheers.

francisd      ( Date: 17-Jun-2020 16:42) Posted: Something brewing here in this counter... I am watching it closely.. some news is on the way it seems.. it has gone up today also. Cheers.

 

woah moves up liao

 

Anw hoping to collect more if lendlease drops. But feels like no chance.   Too undervalued.

 

Something brewing here in this counter... I am watching it closely.. some news is on the way it seems.. it has gone up today also.

Cheers.
 

 

Bro,...

drwealthz      ( Date: 17-Jun-2020 08:24) Posted: I see. Thanks for these insights. They are helpful. I would agree that the reit needs to expand/grow/reinnovate to stay afloat. There are many things they must counter: competition, inflation, higher borrowing costs etc. which are inevitable in the future  chengwh1      ( Date: 17-Jun-2020 01:13) Posted: Tq bro,... To me, retail or office,.. parking must be convenient. Take some egs,.. Singapura PLaza (CBD, or near to CBD, more offices than retail) or Rail Mall (Bkt Timah, highly surburban),... all have the convenience of parking. Not everybody takes the MRT there,... but ok,.. if you say it' s for the people around the area. However, for a mall of that size, will just serving the heartlanders be adequate for the tenants to meet their sales objectives ? And if I' m not mistaken,... the next stop for the Circle LIne there is at Expo, right ? Expo Station is more for office-workers and airport-workers, bro,... that was the reason for the Green Line built many years ago. It' s to connect Joo Koon and JEM to The Airport,... not so much to Pasir Ris and to Tampines. Look at Tampines Mall,... talking abt Tampines,... despite its size, the carpark is very easy to find. The portfolio is too concentrated,... just two properties,.. and if you noticed, the landscape and the ecosystem for retail is changing, bro,... in SG,... Tenants want fairer deals with landlords,... govt,..

 

I see. Thanks for these insights. They are helpful.

I would agree that the reit needs to expand/grow/reinnovate to stay afloat. There are many things they must counter: competition, inflation, higher borrowing costs etc. which are inevitable in the future 

chengwh1      ( Date: 17-Jun-2020 01:13) Posted: Tq bro,... To me, retail or office,.. parking must be convenient. Take some egs,.. Singapura PLaza (CBD, or near to CBD, more offices than retail) or Rail Mall (Bkt Timah, highly surburban),... all have the convenience of parking. Not everybody takes the MRT there,... but ok,.. if you say it' s for the people around the area. However, for a mall of that size, will just serving the heartlanders be adequate for the tenants to meet their sales objectives ? And if I' m not mistaken,... the next stop for the Circle LIne there is at Expo, right ? Expo Station is more for office-workers and airport-workers, bro,... that was the reason for the Green Line built many years ago. It' s to connect Joo Koon and JEM to The Airport,... not so much to Pasir Ris and to Tampines. Look at Tampines Mall,... talking abt Tampines,... despite its size, the carpark is very easy to find. The portfolio is too concentrated,... just two properties,.. and if you noticed, the landscape and the ecosystem for retail is changing, bro,... in SG,... Tenants want fairer deals with landlords,... govt,... drwealthz      ( Date: 16-Jun-2020 23:54) Posted: I understand PLQ is more office commercial than retail right?   If so parking does not rank high on the list of concerns in my opinion. footfall is high already as a result of it being directly next to the interchange of circle line. Mosty heartlanders patronising f n b.     I thk most visitors are from the around the area.  anw if they get good if not also good.   Current portfolio seems good enough.   Except that dammed carpark. I don' t have a good feeling about that. Too early to tell maybe

 

Tq bro,...

To me, retail or office,.. parking must be convenient. Take some egs,.. Singapura PLaza (CBD, or near to CBD, more offices than retail) or Rail Mall (Bkt Timah, highly surburban),... all have the convenience of parking. Not everybody takes the MRT there,... but ok,.. if you say it' s for the people around the area. However, for a mall of that size, will just serving the heartlanders be adequate for the tenants to meet their sales objectives ? And if I' m not mistaken,... the next stop for the Circle LIne there is at Expo, right ? Expo Station is more for office-workers and airport-workers, bro,... that was the reason for the Green Line built many years ago.

It' s to connect Joo Koon and JEM to The Airport,... not so much to Pasir Ris and to Tampines.

Look at Tampines Mall,... talking abt Tampines,... despite its size, the carpark is very easy to find.

The portfolio is too concentrated,... just two properties,.. and if you noticed, the landscape and the ecosystem for retail is changing, bro,... in SG,... Tenants want fairer deals with landlords,... govt,...

drwealthz      ( Date: 16-Jun-2020 23:54) Posted: I understand PLQ is more office commercial than retail right?   If so parking does not rank high on the list of concerns in my opinion. footfall is high already as a result of it being directly next to the interchange of circle line. Mosty heartlanders patronising f n b.     I thk most visitors are from the around the area.  anw if they get good if not also good.   Current portfolio seems good enough.   Except that dammed carpark. I don' t have a good feeling about that. Too early to tell maybe. chengwh1      ( Date: 16-Jun-2020 23:47) Posted: Thing is will LL be able to get a loan during these times to make the acquisition ? Rates are favourable, of course,... but the qualification ? How abt the NPI yield of the bldg since it' s still new ? Emm,... I couldn' t find the parking when I went there,... not enough signboards. If you go to another suburban area like, say Sheng Siong in  Woodlands to buy some groceries, you can easily find the way to the parking area and with a good ezLink Card, you' re all set to go.... but not PLQ. If you do not wish to drive to the sister mall from Changi City Point, you can take a FREE shuttle bus that travels in a loop to take you there, do your banking at POSBank and then returns to CCP with the same shuttle bus. Frequency every 20 mins. PLQ does not have this convenience with a nearby mall. Perhaps PLQ is still new,... I' ll give it this

 

I understand PLQ is more office commercial than retail right?   If so parking does not rank high on the list of concerns in my opinion.

footfall is high already as a result of it being directly next to the interchange of circle line. Mosty heartlanders patronising f n b.     I thk most visitors are from the around the area. 

anw if they get good if not also good.   Current portfolio seems good enough.   Except that dammed carpark. I don' t have a good feeling about that. Too early to tell maybe.

chengwh1      ( Date: 16-Jun-2020 23:47) Posted: Thing is will LL be able to get a loan during these times to make the acquisition ? Rates are favourable, of course,... but the qualification ? How abt the NPI yield of the bldg since it' s still new ? Emm,... I couldn' t find the parking when I went there,... not enough signboards. If you go to another suburban area like, say Sheng Siong in  Woodlands to buy some groceries, you can easily find the way to the parking area and with a good ezLink Card, you' re all set to go.... but not PLQ. If you do not wish to drive to the sister mall from Changi City Point, you can take a FREE shuttle bus that travels in a loop to take you there, do your banking at POSBank and then returns to CCP with the same shuttle bus. Frequency every 20 mins. PLQ does not have this convenience with a nearby mall. Perhaps PLQ is still new,... I' ll give it this ! drwealthz      ( Date: 16-Jun-2020 21:11) Posted: Oh power. If that one go in would be good man. I' m familiar with PLQ. Prime. Intellectual property Office of Singapore is based there