我i168
2022-06-12

$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$...inflation, interest rateshike, war, recession...all are very negative, markets are rightfully edgy.

How do you play defensive?

Here are my thoughts:

- REITs like A17U is one of the assets categories that have the natural hedge built in against inflation. Also well managed REITs use fixed-rate financing to fund the majority of its debts.

- companies that provide essential products and services, like supermarkets $SHENG SIONG GROUP LTD(OV8.SI)$, dental services $Q & M DENTAL GROUP (S) LIMITED(QC7.SI)$, public transport like $COMFORTDELGRO CORPORATION LTD(C52.SI)$...etc etc.

- in local context, companies that arerecovering after COVID pandemic, e.g. construction. $PAN-UNITED CORPORATION LTD(P52.SI)$a leading ready mixed cement or RMC supplier, F&B companies like $THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$.

...

Along this line, you can easily find more companies which are profitable, generating good cash, even debts free and have growth potential. Yes, even against this kind of gloomy macro economic backdrop.

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

  • CyrilDavy
    2022-06-12
    CyrilDavy
    REIT is the most suitable target for retail investors who do not have much capital to invest in stocks, with low risk and convenient investment.
  • MyrnaNorth
    2022-06-12
    MyrnaNorth
    Thanks for sharing. the business prospect of this company is very good, even if the real estate and construction business are affected during the epidemic
  • 我i168
    2022-06-14
    我i168
  • KittyBruno
    2022-06-12
    KittyBruno
    Thank you for sharing.It is evident that this company is in good business shape. So you're saying its stock will go up?
  • jimstocker
    2022-06-12
    jimstocker
    thank you
  • Oldhead
    2022-06-12
    Oldhead
    Generally agreed but construction companies are high risk low profit margin type of business.
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