BH12
2021-08-25

$FRASERS CENTREPOINT TRUST(J69U.SI)$

Interesting counter to add, bought at 2.35 and looking to add more at support level at 2.25

1 .Reopening play for Singapore, as economy transition to living with the the virus

2. Suburban malls likely to outperform with more work from home arrangements

3. Higher inflation and low bond yields means cash is thrash

4. Defensive counter that will steadily return you 3-5%

SGX Stocks Opportunities
Share SGX companies' analysis and opportunities with Tigers!
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • 揭人不揭短
    2021-08-25
    揭人不揭短
    了解一下这个公司：是零售房地产投资信托基金。公司的主要活动是在新加坡和海外投资主要用于零售目的的各种物业。该公司的分部包括堤道点、北角、锚点、耶蒂点、贝多克点和樟宜市点。该公司在新加坡拥有大约六个郊区购物中心。它的贝多克购物中心包括超过82，710平方英尺的净出租面积。其YewTee Point购物中心包括大约73，670平方英尺的净出租面积。其锚点购物中心包括大约70，990平方英尺的净出租面积。其堤道角购物中心的净出租面积超过415，790平方英尺。它的北角购物中心占地超过225，030平方英尺的净出租面积。它的樟宜市购物中心占地超过207，240平方英尺的净出租面积。疫情下这看着好像难受。
    • 淡宾尼魔: 
      最艰难的时候已经过去.. 都不在市中心 大部分都在住宅区围绕的sub urban areas.. 疫情关系都在家上班 在家附近shopping..
  • 重庆GEL
    2021-08-25
    重庆GEL
    能不能解释一下第二条，为什么郊区购物中心会更好？
    • BH12: 
      Most residents in Singapore will still need to eat/gather/do their daily shopping, and these activities will happen in the suburban malls (instead of urban malls), and rentals will be supported
  • 老夫的少女心_
    2021-08-25
    老夫的少女心_
    总市值 39.42亿 流通市值 24.78亿 总股本 16.99亿 流通股本 10.68亿 52周最高 2.72 52周最低 2.04 市盈率 20.00 市净率 1.00 股息 0.10 股息收益率 4.47% ROA 2.63% ROE 5.00% 每股收益 0.12这看着还行呀，做这个主业在这情况下。
  • 来一口汤
    2021-08-25
    来一口汤
    疫情之下，注意个人负债情况也很重要，因为疫情影响到的就业情况，先保住本金，不谈收益，另外高杠杆买入的房产算是负债。要控制自己的家庭负债率。
  • 小时候可帅了00
    2021-08-25
    小时候可帅了00
    疫情下这个公司的业务不是很好受吧？感觉短期可能还不会有太好的表现。
  • 哎呀呀小伙子
    2021-08-25
    哎呀呀小伙子
    要真是有稳定地给3-5%的回报，我就满足了，我不是很贪心。
Leave a comment
16