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I will be adding before NPC ends on 8 Nov. I think things can' t get worse and revisit to 6x is unlikely.
Anyone got negative points and think should wait?
Anyone got negative points and think should wait?
Would you like to explain to us how the Fed cutting rates will impact CLCT' s business?
Mark001 ( Date: 30-Oct-2024 12:47) Posted:
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ZERO?
This is an example of too simple thinking.
The market will teach you a lesson, not me.
This is an example of too simple thinking.
The market will teach you a lesson, not me.
BinderyT ( Date: 30-Oct-2024 11:39) Posted:
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Zero. First, 87% of its debt is fixed rate. Second, those it can refinance, it will be based on LPR, nothing to do with Fed rates. Like the coming $400m/2.9% bond. Actually, it has a problem. Almost 50% of its debt is SGD Fixed. Which means as PBOC lowers rates, CNY will weaken, having negative repercussions to its SGD denominated loans and DPU. Hopefully, China' s economic recovery will outpace these issues.
Mark001 ( Date: 30-Oct-2024 09:18) Posted:
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CapitaLand China Trust&rsquo s 9M net property income down 5.1% to 930.2 million yuan
https://www.businesstimes.com.sg/companies-markets/capitaland-china-trusts-9m-net-property-income-down-5-1-930-2-million-yuan
https://www.businesstimes.com.sg/companies-markets/capitaland-china-trusts-9m-net-property-income-down-5-1-930-2-million-yuan
Just a reminder.
Don' t believe CLCT has nothing to do with the Fed' s rate cut.
Don' t believe CLCT has nothing to do with the Fed' s rate cut.
Delvyss ( Date: 29-Oct-2024 12:36) Posted:
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Q3 results summary (not so good):
Retail Park Occupancy from 97.8 to 97.9
Business Park Occupancy worsens from 90.5 to 87.3
Logistics Park Occupancy from 90.3 to 93.1 (but exclude Shanghai Fengshan Logistic Park which has no occupants at all. If include in calculation, it would be 69.8 only as divided by 4 logistics park instead of 3 logistic park to deliver the 93.1 occupancy rate.)
Gearing ratio increase from 40.8 to 41.6 (may lead to possible shares placement in 2025 which may further dilute share value.)
Average cost of debt also increase from 3.49 to 3.55 (higher interest to pay)
Retail Park Occupancy from 97.8 to 97.9
Business Park Occupancy worsens from 90.5 to 87.3
Logistics Park Occupancy from 90.3 to 93.1 (but exclude Shanghai Fengshan Logistic Park which has no occupants at all. If include in calculation, it would be 69.8 only as divided by 4 logistics park instead of 3 logistic park to deliver the 93.1 occupancy rate.)
Gearing ratio increase from 40.8 to 41.6 (may lead to possible shares placement in 2025 which may further dilute share value.)
Average cost of debt also increase from 3.49 to 3.55 (higher interest to pay)
the managment must take responsibility for reporting incorrect occupancy number for the logistic park .
shanghai fengshan logistic park is empty. does not meant that it can be excluded in the calculation of the overall occupancy rate. to report 93.1% as main presentation by excluding the empty logistic park and putting a smaller 72.5% on footnote is an attempt to blur the issue.
it is almost 1 year since the previous rent gone into problem. management need to show urgency in letting it out. conditions are bad , yes that is why more competent agent or management is needed to get money out of the park. by keep saying under review means management sitting on it doing nothing. just says the managment not up to the job. time to change
shanghai fengshan logistic park is empty. does not meant that it can be excluded in the calculation of the overall occupancy rate. to report 93.1% as main presentation by excluding the empty logistic park and putting a smaller 72.5% on footnote is an attempt to blur the issue.
it is almost 1 year since the previous rent gone into problem. management need to show urgency in letting it out. conditions are bad , yes that is why more competent agent or management is needed to get money out of the park. by keep saying under review means management sitting on it doing nothing. just says the managment not up to the job. time to change
looking at MPACT performance, i just watched first
Delvyss ( Date: 29-Oct-2024 12:36) Posted:
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You are sharp & quick to size up that the Fed rate cuts has nothing to with this, and the borrowing of RMB at 2%+.
Hope the share price has already experienced the worse & poised for recovery.
Yes, will be on the look out for the NPC fiscal announcements.
Hope the share price has already experienced the worse & poised for recovery.
Yes, will be on the look out for the NPC fiscal announcements.
BinderyT ( Date: 29-Oct-2024 12:04) Posted:
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Stocks will always fluctuate quarterly. Own the stock only if you believe in its long term success and you will be fine. Look at the Mag 7, its quite often that each of them do badly in certain quarters and take a big dive.
Shenzhun01 ( Date: 29-Oct-2024 12:18) Posted:
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Provided the 3rd quarter business update for tmr morning is ok, else the sell-down is similar or worse off than MPACT.
Correct. This stock has nothing to do with US Fed Fund rate cuts. It borrows in RMB at 2%+. The problem it has is the Chinese consumer market, which led to reduced occupancy/rental rates. Things should improve, watch out for the NPC fiscal announcements next week.
Delvyss ( Date: 29-Oct-2024 08:42) Posted:
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" 4 SGX-Listed Companies That Could Benefit From China' s Stimulus Package "
https://dollarsandsense.sg/4-sgx-listed-companies-that-could-benefit-from-chinas-stimulus-package/#:~:text=China' s%20latest%20stimulus%20package%20that,driving%20demand%20for%20Wilmar' s%20commodities.
Stabilising
The market will always move in the direction of rate cuts.
Be more patient.
Be more patient.
ya, maybe.
But the next period of time will be favorable to it.
But the next period of time will be favorable to it.
Shenzhun01 ( Date: 25-Oct-2024 09:28) Posted:
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I think this quarter result is gonna be bad for CLCT looking at how MPACT performed.
" China' s big fiscal stimulus package is coming "
https://www.smh.com.au/business/the-economy/china-s-big-fiscal-stimulus-package-is-coming-20241015-p5kib7.html
Mark001 ( Date: 23-Oct-2024 12:19) Posted:
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On 6~7 Nov, 0.25% or 0.5% rate cut approved?