REITs Opportunities

04-13

$CapLand China T(AU8U.SI)$ WHY BUYING THIS STOCK IS A NO BRAINER NOW. In this post, I will be breaking down two logistic park owned by this company. Shanghai Fengxian and Chengdu Shuangliu. In the breakdown below, we can see that in December 2023 the occuapancy rate was 60.3% and 67.8% respectively for Shanghai Fengxian and Chengdu Shuangliu. This occupancy has increased subsequently to 100% and 90.7% in December 2024. The net impact of the decrease in occupany in Shanghai Fengxian and increase in occupany in Chengdu Shuangliu is 33.7mil RMB in net property income (refer to last image 2023 vs 2024 logistoc park revenue). This would mean that we would expect an increase of at least 33.7mil if

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Share with others here!","image":"https://community-static.tradeup.com/news/187a191e57cb1313b5da2207a50ecb19","type":0,"style":1,"follow":false,"createTime":1666855977000,"userCounts":41,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":e57e44becd7c48b3b7e1b9f24770682d}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowFollow":true,"hasReward":false,"rewardScore":0,"rewardValidDate":0,"rewardEnd":false,"symbols":[],"tweetCounts":99,"categoryId":"0b585d5235ee4d6dbd760c4211f733f0","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"REITs Opportunities","tweetAmount":99,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"essen","allList":[{"id":424134642122768,"gmtCreate":1744556429794,"gmtModify":1744598657579,"author":{"id":"4149753133969282","authorId":"4149753133969282","name":"ValuationIsKey","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4149753133969282","idStr":"4149753133969282"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AU8U.SI\">$CapLand China T(AU8U.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; WHY BUYING THIS STOCK IS A NO BRAINER NOW. In this post, I will be breaking down two logistic park owned by this company. Shanghai Fengxian and Chengdu Shuangliu. In the breakdown below, we can see that in December 2023 the occuapancy rate was 60.3% and 67.8% respectively for Shanghai Fengxian and Chengdu Shuangliu. This occupancy has increased subsequently to 100% and 90.7% in December 2024. The net impact of the decrease in occupany in Shanghai&nbsp;Fengxian and increase in occupany in Chengdu Shuangliu is 33.7mil RMB in net property income&nbsp;(refer to last image&nbsp;2023 vs 2024 logistoc park revenue). This would mean that we would expect an increase of at least 33.7mil if","listText":"<a href=\"https://ttm.financial/S/AU8U.SI\">$CapLand China T(AU8U.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; WHY BUYING THIS STOCK IS A NO BRAINER NOW. In this post, I will be breaking down two logistic park owned by this company. Shanghai Fengxian and Chengdu Shuangliu. In the breakdown below, we can see that in December 2023 the occuapancy rate was 60.3% and 67.8% respectively for Shanghai Fengxian and Chengdu Shuangliu. This occupancy has increased subsequently to 100% and 90.7% in December 2024. The net impact of the decrease in occupany in Shanghai&nbsp;Fengxian and increase in occupany in Chengdu Shuangliu is 33.7mil RMB in net property income&nbsp;(refer to last image&nbsp;2023 vs 2024 logistoc park revenue). This would mean that we would expect an increase of at least 33.7mil if","text":"$CapLand China T(AU8U.SI)$ WHY BUYING THIS STOCK IS A NO BRAINER NOW. In this post, I will be breaking down two logistic park owned by this company. Shanghai Fengxian and Chengdu Shuangliu. In the breakdown below, we can see that in December 2023 the occuapancy rate was 60.3% and 67.8% respectively for Shanghai Fengxian and Chengdu Shuangliu. This occupancy has increased subsequently to 100% and 90.7% in December 2024. The net impact of the decrease in occupany in Shanghai Fengxian and increase in occupany in Chengdu Shuangliu is 33.7mil RMB in net property income (refer to last image 2023 vs 2024 logistoc park revenue). This would mean that we would expect an increase of at least 33.7mil if","images":[{"img":"https://community-static.tradeup.com/news/e08482e0eaf174add0b357f342cd142f","width":"946","height":"478"},{"img":"https://community-static.tradeup.com/news/dcadc061d8b29f93f7183accbb98b2f9","width":"1208","height":"539"},{"img":"https://community-static.tradeup.com/news/3111a2d890388ad68bfc554098fb33fe","width":"957","height":"483"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/424134642122768","isVote":1,"tweetType":1,"viewCount":2404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":374774677123224,"gmtCreate":1732506734010,"gmtModify":1732506744860,"author":{"id":"4092890920697680","authorId":"4092890920697680","name":"Tiger V","avatar":"https://community-static.tradeup.com/news/929ef5d38a3a27e3d8f60d939883e7bb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092890920697680","idStr":"4092890920697680"},"themes":[],"title":"Paragon Reit: Opportunity Amidst Strategic Moves","htmlText":"Overview of the Markets Global equity markets have shown mixed performance as investors weigh interest rate trends, inflation data, and sector-specific developments. In Singapore, the real estate investment trust (REIT) sector has been a focal point, driven by divestment strategies and financial repositioning moves. Paragon REIT’s <a href=\"https://ttm.financial/S/SK6U.SI\">$PARAGON REIT(SK6U.SI)$ </a>&nbsp;announcement of selling its Australian shopping center stake highlights an ongoing trend of asset optimization, reflecting a broader strategy among REITs to fortify balance sheets amidst a rising interest rate environment. Segment 1: Singapore's REIT Market—Reshaping for Stability Paragon REIT’s A$192 million sale of its stake in Figtree Grove signals a prudent step to streamline its port","listText":"Overview of the Markets Global equity markets have shown mixed performance as investors weigh interest rate trends, inflation data, and sector-specific developments. In Singapore, the real estate investment trust (REIT) sector has been a focal point, driven by divestment strategies and financial repositioning moves. Paragon REIT’s <a href=\"https://ttm.financial/S/SK6U.SI\">$PARAGON REIT(SK6U.SI)$ </a>&nbsp;announcement of selling its Australian shopping center stake highlights an ongoing trend of asset optimization, reflecting a broader strategy among REITs to fortify balance sheets amidst a rising interest rate environment. Segment 1: Singapore's REIT Market—Reshaping for Stability Paragon REIT’s A$192 million sale of its stake in Figtree Grove signals a prudent step to streamline its port","text":"Overview of the Markets Global equity markets have shown mixed performance as investors weigh interest rate trends, inflation data, and sector-specific developments. In Singapore, the real estate investment trust (REIT) sector has been a focal point, driven by divestment strategies and financial repositioning moves. Paragon REIT’s $PARAGON REIT(SK6U.SI)$ announcement of selling its Australian shopping center stake highlights an ongoing trend of asset optimization, reflecting a broader strategy among REITs to fortify balance sheets amidst a rising interest rate environment. Segment 1: Singapore's REIT Market—Reshaping for Stability Paragon REIT’s A$192 million sale of its stake in Figtree Grove signals a prudent step to streamline its port","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374774677123224","isVote":1,"tweetType":1,"viewCount":2184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372978556944536,"gmtCreate":1732069194300,"gmtModify":1732069573171,"author":{"id":"4092890920697680","authorId":"4092890920697680","name":"Tiger V","avatar":"https://community-static.tradeup.com/news/929ef5d38a3a27e3d8f60d939883e7bb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092890920697680","idStr":"4092890920697680"},"themes":[],"title":"Keppel DC REIT's Upsized Placement: Navigating Opportunities in REIT Investments","htmlText":"Overview of Overall Markets Global markets remain mixed as investors assess inflationary pressures and central banks' next steps on interest rates. U.S. markets exhibit caution due to ongoing Federal Reserve commentary, while Asian equities display resilience amid corporate earnings season. Singapore's REIT sector garners attention with Keppel DC REIT <a href=\"https://ttm.financial/S/AJBU.SI\">$Keppel DC Reit(AJBU.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp;completing an upsized private placement, marking a notable development in the region's property investment landscape. Keppel DC REIT's Upsized Placement: What Happened? Keppel DC REIT successfully concluded its private placement, issuing 334.9 million new units priced at S$2.09 each, raising approximately S$1.1 billion — exceedin","listText":"Overview of Overall Markets Global markets remain mixed as investors assess inflationary pressures and central banks' next steps on interest rates. U.S. markets exhibit caution due to ongoing Federal Reserve commentary, while Asian equities display resilience amid corporate earnings season. Singapore's REIT sector garners attention with Keppel DC REIT <a href=\"https://ttm.financial/S/AJBU.SI\">$Keppel DC Reit(AJBU.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp;completing an upsized private placement, marking a notable development in the region's property investment landscape. Keppel DC REIT's Upsized Placement: What Happened? Keppel DC REIT successfully concluded its private placement, issuing 334.9 million new units priced at S$2.09 each, raising approximately S$1.1 billion — exceedin","text":"Overview of Overall Markets Global markets remain mixed as investors assess inflationary pressures and central banks' next steps on interest rates. U.S. markets exhibit caution due to ongoing Federal Reserve commentary, while Asian equities display resilience amid corporate earnings season. Singapore's REIT sector garners attention with Keppel DC REIT $Keppel DC Reit(AJBU.SI)$ completing an upsized private placement, marking a notable development in the region's property investment landscape. Keppel DC REIT's Upsized Placement: What Happened? Keppel DC REIT successfully concluded its private placement, issuing 334.9 million new units priced at S$2.09 each, raising approximately S$1.1 billion — exceedin","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/372978556944536","isVote":1,"tweetType":1,"viewCount":3750,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4096510429865230","authorId":"4096510429865230","name":"Maran08","avatar":"https://static.tigerbbs.com/f90f1c467b24e2ee11f9282b38dbe195","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"4096510429865230","idStr":"4096510429865230"},"content":"A good long term stock to hold for Dividends and Growth Prospect... was lucky to add more shares before the placement","text":"A good long term stock to hold for Dividends and Growth Prospect... was lucky to add more shares before the placement","html":"A good long term stock to hold for Dividends and Growth Prospect... was lucky to add more shares before the placement"},{"author":{"id":"3582154836923956","authorId":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3582154836923956","idStr":"3582154836923956"},"content":"It will sink ! Nothing good will come out of Keppel DC Reits","text":"It will sink ! Nothing good will come out of Keppel DC Reits","html":"It will sink ! Nothing good will come out of Keppel DC Reits"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372842354180440,"gmtCreate":1732068637427,"gmtModify":1732069529614,"author":{"id":"4092890920697680","authorId":"4092890920697680","name":"Tiger V","avatar":"https://community-static.tradeup.com/news/929ef5d38a3a27e3d8f60d939883e7bb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092890920697680","idStr":"4092890920697680"},"themes":[],"title":"CapitaLand's Strategic Move: Unlocking Opportunities in Real Estate Investments","htmlText":"Overview of Overall Markets Global markets remained cautiously optimistic amid mixed economic signals. Investors are digesting macroeconomic data while eyeing central bank policy decisions. Asian markets showed resilience, with the Singapore market seeing gains led by the real estate and investment sectors, as CapitaLand Investment’s (CLI) <a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInvest(9CI.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;recent acquisition news drew attention. Real Estate Investments: CLI's Growth Ambitions CapitaLand Investment (CLI) made a strategic move by acquiring a 40% stake in SC Capital Partners for S$280 million. Over the next five years, CLI aims to acquire the remaining 60% stake and plans to invest a minimum of S$524 million in SC Capital’s fund strate","listText":"Overview of Overall Markets Global markets remained cautiously optimistic amid mixed economic signals. Investors are digesting macroeconomic data while eyeing central bank policy decisions. Asian markets showed resilience, with the Singapore market seeing gains led by the real estate and investment sectors, as CapitaLand Investment’s (CLI) <a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInvest(9CI.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;recent acquisition news drew attention. Real Estate Investments: CLI's Growth Ambitions CapitaLand Investment (CLI) made a strategic move by acquiring a 40% stake in SC Capital Partners for S$280 million. Over the next five years, CLI aims to acquire the remaining 60% stake and plans to invest a minimum of S$524 million in SC Capital’s fund strate","text":"Overview of Overall Markets Global markets remained cautiously optimistic amid mixed economic signals. Investors are digesting macroeconomic data while eyeing central bank policy decisions. Asian markets showed resilience, with the Singapore market seeing gains led by the real estate and investment sectors, as CapitaLand Investment’s (CLI) $CapitaLandInvest(9CI.SI)$ recent acquisition news drew attention. Real Estate Investments: CLI's Growth Ambitions CapitaLand Investment (CLI) made a strategic move by acquiring a 40% stake in SC Capital Partners for S$280 million. Over the next five years, CLI aims to acquire the remaining 60% stake and plans to invest a minimum of S$524 million in SC Capital’s fund strate","images":[{"img":"https://community-static.tradeup.com/news/2a201e4a688ef41b6c50874815ae946e","width":"1100","height":"780"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/372842354180440","isVote":1,"tweetType":1,"viewCount":1755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":370093801808072,"gmtCreate":1731377354538,"gmtModify":1731396464641,"author":{"id":"4092890920697680","authorId":"4092890920697680","name":"Tiger V","avatar":"https://community-static.tradeup.com/news/929ef5d38a3a27e3d8f60d939883e7bb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092890920697680","idStr":"4092890920697680"},"themes":[],"title":"Investment Opportunity: Capitalizing on Lendlease REIT’s Portfolio Growth","htmlText":"Overview of Market Sentiment The commercial real estate market is showing signs of resilience, with Lendlease Global Commercial REIT’s <a href=\"https://ttm.financial/S/JYEU.SI\">$Lendlease Reit(JYEU.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;recent occupancy improvement serving as a positive signal. The REIT’s slight increase in committed occupancy for Q1, ending September 30, suggests demand in specific segments, especially in Europe. This news could provide a modest lift in investor confidence in REITs, particularly those with well-diversified portfolios and international exposure. The broader market is currently characterized by cautious optimism. Global real estate markets are still navigating through the challenges of economic recovery, inflationary pressures, and fluctuating intere","listText":"Overview of Market Sentiment The commercial real estate market is showing signs of resilience, with Lendlease Global Commercial REIT’s <a href=\"https://ttm.financial/S/JYEU.SI\">$Lendlease Reit(JYEU.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;recent occupancy improvement serving as a positive signal. The REIT’s slight increase in committed occupancy for Q1, ending September 30, suggests demand in specific segments, especially in Europe. This news could provide a modest lift in investor confidence in REITs, particularly those with well-diversified portfolios and international exposure. The broader market is currently characterized by cautious optimism. Global real estate markets are still navigating through the challenges of economic recovery, inflationary pressures, and fluctuating intere","text":"Overview of Market Sentiment The commercial real estate market is showing signs of resilience, with Lendlease Global Commercial REIT’s $Lendlease Reit(JYEU.SI)$ recent occupancy improvement serving as a positive signal. The REIT’s slight increase in committed occupancy for Q1, ending September 30, suggests demand in specific segments, especially in Europe. This news could provide a modest lift in investor confidence in REITs, particularly those with well-diversified portfolios and international exposure. The broader market is currently characterized by cautious optimism. Global real estate markets are still navigating through the challenges of economic recovery, inflationary pressures, and fluctuating intere","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/370093801808072","isVote":1,"tweetType":1,"viewCount":3458,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000375","authorId":"9000000000000375","name":"funzee","avatar":"https://static.tigerbbs.com/93d5c39d60e3b5c35cd699bf7d148556","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000375","idStr":"9000000000000375"},"content":"It's great to see signs of resilience in the market","text":"It's great to see signs of resilience in the market","html":"It's great to see signs of resilience in the market"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370016840896800,"gmtCreate":1731376869898,"gmtModify":1731378002059,"author":{"id":"4092890920697680","authorId":"4092890920697680","name":"Tiger V","avatar":"https://community-static.tradeup.com/news/929ef5d38a3a27e3d8f60d939883e7bb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092890920697680","idStr":"4092890920697680"},"themes":[],"title":"Strategic Insights on Frasers Hospitality Trust (FHT): Navigating Opportunities Amidst Financial Challenges","htmlText":"Market Overview The overall market sentiment has been cautious amid rising interest rates and global economic uncertainties. Investors are paying close attention to sectors like real estate investment trusts (REITs) and hospitality trusts, which are sensitive to economic fluctuations and changes in borrowing costs. In this context, Frasers Hospitality Trust's&nbsp;<a href=\"https://ttm.financial/S/ACV.SI\">$Frasers HTrust(ACV.SI)$ </a>&nbsp; recent announcement of a slight decrease in distribution per stapled security (DPS) underscores the impact of higher finance costs and tax expenses on returns, despite positive revenue performance. This scenario calls for strategic investment thinking to maximize potential benefits. Segment Analysis 1. Hospitality Sector Resilience The hospitality sector","listText":"Market Overview The overall market sentiment has been cautious amid rising interest rates and global economic uncertainties. Investors are paying close attention to sectors like real estate investment trusts (REITs) and hospitality trusts, which are sensitive to economic fluctuations and changes in borrowing costs. In this context, Frasers Hospitality Trust's&nbsp;<a href=\"https://ttm.financial/S/ACV.SI\">$Frasers HTrust(ACV.SI)$ </a>&nbsp; recent announcement of a slight decrease in distribution per stapled security (DPS) underscores the impact of higher finance costs and tax expenses on returns, despite positive revenue performance. This scenario calls for strategic investment thinking to maximize potential benefits. Segment Analysis 1. Hospitality Sector Resilience The hospitality sector","text":"Market Overview The overall market sentiment has been cautious amid rising interest rates and global economic uncertainties. Investors are paying close attention to sectors like real estate investment trusts (REITs) and hospitality trusts, which are sensitive to economic fluctuations and changes in borrowing costs. In this context, Frasers Hospitality Trust's $Frasers HTrust(ACV.SI)$ recent announcement of a slight decrease in distribution per stapled security (DPS) underscores the impact of higher finance costs and tax expenses on returns, despite positive revenue performance. This scenario calls for strategic investment thinking to maximize potential benefits. Segment Analysis 1. Hospitality Sector Resilience The hospitality sector","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370016840896800","isVote":1,"tweetType":1,"viewCount":2162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357431972090064,"gmtCreate":1728273228271,"gmtModify":1728286503245,"author":{"id":"3557880070444625","authorId":"3557880070444625","name":"Sporeshare","avatar":"https://static.tigerbbs.com/b834a9afafa96ec1133650e853d8e74f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557880070444625","idStr":"3557880070444625"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BUOU.SI\">$Frasers L&amp;C Tr(BUOU.SI)$ </a>&nbsp; https://sporeshare.blogspot.com/2024/10/frasers-l-tr-she-needs-to-overcome.html Frasers L&amp;C Tr - She needs to overcome the recent high of 1.19 and 1.21 price level in order to rise up further towards 1.30! Beyond 1.30, we may see her rising up to test 1.40 than 1.45. Pls dyodd. 30th September 2024: Frasers L&amp;C tr - She is rising up to retest the recent high 0f 1.19. A nice breakout of 1.20 with ease, we may see her rising up further towards 1.30. Beyond 1.30, we may see her testing 1.37. Pls dyodd. 26th September 2024: Frasers L&amp;C Tr - She may rise up to re-attempt 1.19. A breakout smoothly plus good volume we may see her rising up further towards 1.30 and above! NAV is about 1.16. Yield is","listText":"<a href=\"https://ttm.financial/S/BUOU.SI\">$Frasers L&amp;C Tr(BUOU.SI)$ </a>&nbsp; https://sporeshare.blogspot.com/2024/10/frasers-l-tr-she-needs-to-overcome.html Frasers L&amp;C Tr - She needs to overcome the recent high of 1.19 and 1.21 price level in order to rise up further towards 1.30! Beyond 1.30, we may see her rising up to test 1.40 than 1.45. Pls dyodd. 30th September 2024: Frasers L&amp;C tr - She is rising up to retest the recent high 0f 1.19. A nice breakout of 1.20 with ease, we may see her rising up further towards 1.30. Beyond 1.30, we may see her testing 1.37. Pls dyodd. 26th September 2024: Frasers L&amp;C Tr - She may rise up to re-attempt 1.19. A breakout smoothly plus good volume we may see her rising up further towards 1.30 and above! NAV is about 1.16. Yield is","text":"$Frasers L&C Tr(BUOU.SI)$ https://sporeshare.blogspot.com/2024/10/frasers-l-tr-she-needs-to-overcome.html Frasers L&C Tr - She needs to overcome the recent high of 1.19 and 1.21 price level in order to rise up further towards 1.30! Beyond 1.30, we may see her rising up to test 1.40 than 1.45. Pls dyodd. 30th September 2024: Frasers L&C tr - She is rising up to retest the recent high 0f 1.19. A nice breakout of 1.20 with ease, we may see her rising up further towards 1.30. Beyond 1.30, we may see her testing 1.37. Pls dyodd. 26th September 2024: Frasers L&C Tr - She may rise up to re-attempt 1.19. A breakout smoothly plus good volume we may see her rising up further towards 1.30 and above! NAV is about 1.16. Yield is","images":[{"img":"https://community-static.tradeup.com/news/7c7996df826886b8a5457e780d9311d7","width":"720","height":"1556"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/357431972090064","isVote":1,"tweetType":1,"viewCount":3548,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4132300740238052","authorId":"4132300740238052","name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4132300740238052","idStr":"4132300740238052"},"content":"thanks for sharing","text":"thanks for sharing","html":"thanks for sharing"},{"author":{"id":"4098844373599920","authorId":"4098844373599920","name":"ShareShare","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"4098844373599920","idStr":"4098844373599920"},"content":"This morning it down by 4 cents. What happens?","text":"This morning it down by 4 cents. What happens?","html":"This morning it down by 4 cents. What happens?"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":338418520011080,"gmtCreate":1723634358776,"gmtModify":1723634583758,"author":{"id":"3570623934648544","authorId":"3570623934648544","name":"helostranger","avatar":"https://community-static.tradeup.com/news/dd5a1277fdd072b069593fd9fdef26e5","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570623934648544","idStr":"3570623934648544"},"themes":[],"htmlText":"With talks of interest rates possibly heading south, REITs are starting to look pretty good again. Lower rates mean cheaper borrowing costs for these guys, which can boost their profits and those sweet dividend payouts. Plus, property values tend to rise when rates drop, so that's another potential win. Data center REITs are especially hot right now. The cloud ain't going anywhere, and these guys own the buildings that make it all happen. It's a pretty solid long-term play, especially if rates start to cool down. Of course, not all REITs are created equal. Location, quality of properties, and management skills still matter. Anyone else excited about the potential of REITs, especially data center ones, in this changing interest rate environment<a href=\"https://ttm.financial/S/AJBU.SI\">$Kepp</a>","listText":"With talks of interest rates possibly heading south, REITs are starting to look pretty good again. Lower rates mean cheaper borrowing costs for these guys, which can boost their profits and those sweet dividend payouts. Plus, property values tend to rise when rates drop, so that's another potential win. Data center REITs are especially hot right now. The cloud ain't going anywhere, and these guys own the buildings that make it all happen. It's a pretty solid long-term play, especially if rates start to cool down. Of course, not all REITs are created equal. Location, quality of properties, and management skills still matter. Anyone else excited about the potential of REITs, especially data center ones, in this changing interest rate environment<a href=\"https://ttm.financial/S/AJBU.SI\">$Kepp</a>","text":"With talks of interest rates possibly heading south, REITs are starting to look pretty good again. Lower rates mean cheaper borrowing costs for these guys, which can boost their profits and those sweet dividend payouts. Plus, property values tend to rise when rates drop, so that's another potential win. Data center REITs are especially hot right now. The cloud ain't going anywhere, and these guys own the buildings that make it all happen. It's a pretty solid long-term play, especially if rates start to cool down. Of course, not all REITs are created equal. Location, quality of properties, and management skills still matter. Anyone else excited about the potential of REITs, especially data center ones, in this changing interest rate environment$Kepp","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1931,"commentSize":1,"repostSize":65,"link":"https://ttm.financial/post/338418520011080","isVote":1,"tweetType":1,"viewCount":7757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":338014011207856,"gmtCreate":1723523572231,"gmtModify":1723527359557,"author":{"id":"4144309159646392","authorId":"4144309159646392","name":"CSOP AML","avatar":"https://community-static.tradeup.com/news/980370ff570660b9a42525dade531ad9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4144309159646392","idStr":"4144309159646392"},"themes":[],"title":"SREITs Approaching an Inflexion Point as Inflation Prints Cool","htmlText":"Cooler inflation prints have raised the probability of a September rate cut Regional REITs have seen gains in July Furthermore, SREITs outperformed relative to regional REITs as it increased 5.4% m/m in July The gains were mostly attributable to REITs with riskier capital management due to 2 main developments during the month Fed Chair Powell putting September rate cuts on the table at the July FOMC meeting MAS proposal to raise gearing to 50% and establish a single ICR floor of 1.5x for all SREITs DBS’s observation of 2Q24’s earnings results as it is still ongoing SG business parks remains soft though SREITs business park occupancies are at &gt;80% (higher than submarket average of ~70%) Hotel RevPAR softer-than-anticipated as there was short-term supply overhang in Orchard and CBD area (","listText":"Cooler inflation prints have raised the probability of a September rate cut Regional REITs have seen gains in July Furthermore, SREITs outperformed relative to regional REITs as it increased 5.4% m/m in July The gains were mostly attributable to REITs with riskier capital management due to 2 main developments during the month Fed Chair Powell putting September rate cuts on the table at the July FOMC meeting MAS proposal to raise gearing to 50% and establish a single ICR floor of 1.5x for all SREITs DBS’s observation of 2Q24’s earnings results as it is still ongoing SG business parks remains soft though SREITs business park occupancies are at &gt;80% (higher than submarket average of ~70%) Hotel RevPAR softer-than-anticipated as there was short-term supply overhang in Orchard and CBD area (","text":"Cooler inflation prints have raised the probability of a September rate cut Regional REITs have seen gains in July Furthermore, SREITs outperformed relative to regional REITs as it increased 5.4% m/m in July The gains were mostly attributable to REITs with riskier capital management due to 2 main developments during the month Fed Chair Powell putting September rate cuts on the table at the July FOMC meeting MAS proposal to raise gearing to 50% and establish a single ICR floor of 1.5x for all SREITs DBS’s observation of 2Q24’s earnings results as it is still ongoing SG business parks remains soft though SREITs business park occupancies are at >80% (higher than submarket average of ~70%) Hotel RevPAR softer-than-anticipated as there was short-term supply overhang in Orchard and CBD area (","images":[{"img":"https://community-static.tradeup.com/news/83e468e326a5e0453b70f66d4867eec4","width":"496","height":"363"},{"img":"https://community-static.tradeup.com/news/65903174fcb34cf97637410994a941e6","width":"900","height":"266"},{"img":"https://community-static.tradeup.com/news/81f29bfc9c2cc8174b812657babbd23f","width":"900","height":"266"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/338014011207856","isVote":1,"tweetType":1,"viewCount":27938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},{"id":338007164092544,"gmtCreate":1723521894008,"gmtModify":1723523202560,"author":{"id":"4144309159646392","authorId":"4144309159646392","name":"CSOP AML","avatar":"https://community-static.tradeup.com/news/980370ff570660b9a42525dade531ad9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4144309159646392","idStr":"4144309159646392"},"themes":[],"title":"Could SREITs Be the Smart Choice for Navigating Economic Uncertainty?","htmlText":"SG REITs July 2024 Monthly Review Source: JPM, as of 20240801. For illustration purpose only, not to be construed as recommendation to buy/sell the above-mentioned securities. Past performance is not indicative of future performance. SREITs to BUY on Anticipated Rate Cut Singapore REITs 2H24 Outlook with Colliers Source: JPM, as of 20240714. For illustration purpose only, not to be construed as recommendation to buy/sell the above-mentioned securities. Past performance is not indicative of future performance. <a href=\"https://ttm.financial/S/SRT.SI\">$CSOP S-REITs INDEX ETF(SRT.SI)$</a> Performance Source: CSOP, Bloomberg, performance as of 20240731 unless otherwise specified. * Pro rata of annual TER (60bp) is added back to ETF based on actual days/365. For illustration purpose only, not t","listText":"SG REITs July 2024 Monthly Review Source: JPM, as of 20240801. For illustration purpose only, not to be construed as recommendation to buy/sell the above-mentioned securities. Past performance is not indicative of future performance. SREITs to BUY on Anticipated Rate Cut Singapore REITs 2H24 Outlook with Colliers Source: JPM, as of 20240714. For illustration purpose only, not to be construed as recommendation to buy/sell the above-mentioned securities. Past performance is not indicative of future performance. <a href=\"https://ttm.financial/S/SRT.SI\">$CSOP S-REITs INDEX ETF(SRT.SI)$</a> Performance Source: CSOP, Bloomberg, performance as of 20240731 unless otherwise specified. * Pro rata of annual TER (60bp) is added back to ETF based on actual days/365. For illustration purpose only, not t","text":"SG REITs July 2024 Monthly Review Source: JPM, as of 20240801. For illustration purpose only, not to be construed as recommendation to buy/sell the above-mentioned securities. Past performance is not indicative of future performance. SREITs to BUY on Anticipated Rate Cut Singapore REITs 2H24 Outlook with Colliers Source: JPM, as of 20240714. For illustration purpose only, not to be construed as recommendation to buy/sell the above-mentioned securities. Past performance is not indicative of future performance. $CSOP S-REITs INDEX ETF(SRT.SI)$ Performance Source: CSOP, Bloomberg, performance as of 20240731 unless otherwise specified. * Pro rata of annual TER (60bp) is added back to ETF based on actual days/365. For illustration purpose only, not t","images":[{"img":"https://community-static.tradeup.com/news/6532e2a52598ddb1d1031541c3bb93ff","width":"934","height":"393"},{"img":"https://community-static.tradeup.com/news/26a34cb7803486b0f12f1184624a56bb","width":"944","height":"320"},{"img":"https://community-static.tradeup.com/news/9aad7999985feab27bda379ef0bb492b","width":"936","height":"418"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/338007164092544","isVote":1,"tweetType":1,"viewCount":28353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":337458435039408,"gmtCreate":1723423402191,"gmtModify":1723448034823,"author":{"id":"3563403080322781","authorId":"3563403080322781","name":"REIT_TIREMENT","avatar":"https://community-static.tradeup.com/news/381ca0896f0eb590f2877daa435bff15","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563403080322781","idStr":"3563403080322781"},"themes":[],"title":"Parkway Life REIT's 1H FY24 Result Review","htmlText":"<a href=\"https://ttm.financial/S/C2PU.SI\">$ParkwayLife Reit(C2PU.SI)$</a> Basic Profile &amp; Key Statistics Key Indicators Performance Highlight Gross revenue and NPI declined slightly YoY, primarily due to the depreciation of the Japanese Yen. However, the amount available for distribution and DPU have improved YoY due to higher foreign exchange gains from the Japanese Yen forward contracts settlement. Acquisition On 30 July, PLIFE announced the acquisition of a nursing home in Osaka, funded by JPY debts. This acquisition is expected to be completed in Q3. Related Parties Shareholding The REIT sponsor and directors of the REIT manager hold a relatively high proportion of shares. However, the REIT manager holds a relatively low proportion. Lease Profile The committed occupancy is high and","listText":"<a href=\"https://ttm.financial/S/C2PU.SI\">$ParkwayLife Reit(C2PU.SI)$</a> Basic Profile &amp; Key Statistics Key Indicators Performance Highlight Gross revenue and NPI declined slightly YoY, primarily due to the depreciation of the Japanese Yen. However, the amount available for distribution and DPU have improved YoY due to higher foreign exchange gains from the Japanese Yen forward contracts settlement. Acquisition On 30 July, PLIFE announced the acquisition of a nursing home in Osaka, funded by JPY debts. This acquisition is expected to be completed in Q3. Related Parties Shareholding The REIT sponsor and directors of the REIT manager hold a relatively high proportion of shares. However, the REIT manager holds a relatively low proportion. Lease Profile The committed occupancy is high and","text":"$ParkwayLife Reit(C2PU.SI)$ Basic Profile & Key Statistics Key Indicators Performance Highlight Gross revenue and NPI declined slightly YoY, primarily due to the depreciation of the Japanese Yen. However, the amount available for distribution and DPU have improved YoY due to higher foreign exchange gains from the Japanese Yen forward contracts settlement. Acquisition On 30 July, PLIFE announced the acquisition of a nursing home in Osaka, funded by JPY debts. This acquisition is expected to be completed in Q3. Related Parties Shareholding The REIT sponsor and directors of the REIT manager hold a relatively high proportion of shares. However, the REIT manager holds a relatively low proportion. Lease Profile The committed occupancy is high and","images":[{"img":"https://community-static.tradeup.com/news/138b3ef7193fb724d9cc6d14ff7b55b8","width":"1086","height":"1097"},{"img":"https://community-static.tradeup.com/news/313e0f232ffeb59c591047a3e5ebb7d3","width":"1084","height":"1898"},{"img":"https://community-static.tradeup.com/news/a8cd8c605669d4acc3c4d63c5d3c85a8","width":"1081","height":"1903"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":40,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/337458435039408","isVote":1,"tweetType":1,"viewCount":3325,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274697199742","authorId":"3479274697199742","name":"TomCap","avatar":"https://static.tigerbbs.com/68b6583f2225af9e47d6576367702edb","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274697199742","idStr":"3479274697199742"},"content":"Diversify for growth! [Observation]","text":"Diversify for growth! [Observation]","html":"Diversify for growth! [Observation]"}],"imageCount":17,"langContent":"EN","totalScore":0},{"id":337444809331088,"gmtCreate":1723422452299,"gmtModify":1723448079759,"author":{"id":"3557880070444625","authorId":"3557880070444625","name":"Sporeshare","avatar":"https://static.tigerbbs.com/b834a9afafa96ec1133650e853d8e74f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557880070444625","idStr":"3557880070444625"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/A17U.SI\">$CapLand Ascendas REIT(A17U.SI)$ </a>&nbsp; https://sporeshare.blogspot.com/2024/08/capitaland-ascendas-reit-she-is-rising.html &nbsp;CapitaLand Ascendas REIT - She is rising up to test 2.70 ! A nice breakout smoothly we may see her rising up further towards 2.80 and above! Next, 2.83 with extension to 2.90 to 2.96. Pls dyodd. 1st August 2024 update: CapitaLand Ascendas - She had a nice breakout today at 2.75 looks rather bullish and may likely continue to rise up further towards 2.83 than 2.90 and 2.97. 30th July 2024: CapitaLand Ascendas - 1st Half Results is out! Gross Revenue is up 7.2 percent to 770m versus 718m. NPI is up 3.9 percent to 528m. Distribution income is up 1 percent to 331m. Dpu is down marginally 2.5 percent due to larger no","listText":"<a href=\"https://ttm.financial/S/A17U.SI\">$CapLand Ascendas REIT(A17U.SI)$ </a>&nbsp; https://sporeshare.blogspot.com/2024/08/capitaland-ascendas-reit-she-is-rising.html &nbsp;CapitaLand Ascendas REIT - She is rising up to test 2.70 ! A nice breakout smoothly we may see her rising up further towards 2.80 and above! Next, 2.83 with extension to 2.90 to 2.96. Pls dyodd. 1st August 2024 update: CapitaLand Ascendas - She had a nice breakout today at 2.75 looks rather bullish and may likely continue to rise up further towards 2.83 than 2.90 and 2.97. 30th July 2024: CapitaLand Ascendas - 1st Half Results is out! Gross Revenue is up 7.2 percent to 770m versus 718m. NPI is up 3.9 percent to 528m. Distribution income is up 1 percent to 331m. Dpu is down marginally 2.5 percent due to larger no","text":"$CapLand Ascendas REIT(A17U.SI)$ https://sporeshare.blogspot.com/2024/08/capitaland-ascendas-reit-she-is-rising.html CapitaLand Ascendas REIT - She is rising up to test 2.70 ! A nice breakout smoothly we may see her rising up further towards 2.80 and above! Next, 2.83 with extension to 2.90 to 2.96. Pls dyodd. 1st August 2024 update: CapitaLand Ascendas - She had a nice breakout today at 2.75 looks rather bullish and may likely continue to rise up further towards 2.83 than 2.90 and 2.97. 30th July 2024: CapitaLand Ascendas - 1st Half Results is out! Gross Revenue is up 7.2 percent to 770m versus 718m. NPI is up 3.9 percent to 528m. Distribution income is up 1 percent to 331m. Dpu is down marginally 2.5 percent due to larger no","images":[{"img":"https://community-static.tradeup.com/news/60b30b0d65dd539dcdd11ef381f4e20f","width":"720","height":"1409"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/337444809331088","isVote":1,"tweetType":1,"viewCount":2896,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4132300740238052","authorId":"4132300740238052","name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4132300740238052","idStr":"4132300740238052"},"content":"thanks for sharing","text":"thanks for sharing","html":"thanks for sharing"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":297018434224192,"gmtCreate":1713535027492,"gmtModify":1713535481074,"author":{"id":"3479274799087381","authorId":"3479274799087381","name":"sunshineboy","avatar":"https://static.tigerbbs.com/288a954613733fd61b9f74bb255f34f4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274799087381","idStr":"3479274799087381"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/IBIT\">$iShares Bitcoin Trust(IBIT)$</a> My it’s finally happening, the halving is here! Long wait! Let’s see the effect… the next halving will be brutal for miners they are gonna have to start holding bitcoin reserves like most of the crypto holders.Whatever, BTC is a great asset to go to when uncertainties happening around the world. Smart people loaded up earlier!!![Miser][Miser][Miser][Smart][Smart][Smart]Fast comeback!BTC = Comeback baby!!","listText":"<a href=\"https://ttm.financial/S/IBIT\">$iShares Bitcoin Trust(IBIT)$</a> My it’s finally happening, the halving is here! Long wait! Let’s see the effect… the next halving will be brutal for miners they are gonna have to start holding bitcoin reserves like most of the crypto holders.Whatever, BTC is a great asset to go to when uncertainties happening around the world. Smart people loaded up earlier!!![Miser][Miser][Miser][Smart][Smart][Smart]Fast comeback!BTC = Comeback baby!!","text":"$iShares Bitcoin Trust(IBIT)$ My it’s finally happening, the halving is here! Long wait! Let’s see the effect… the next halving will be brutal for miners they are gonna have to start holding bitcoin reserves like most of the crypto holders.Whatever, BTC is a great asset to go to when uncertainties happening around the world. Smart people loaded up earlier!!![Miser][Miser][Miser][Smart][Smart][Smart]Fast comeback!BTC = Comeback baby!!","images":[{"img":"https://community-static.tradeup.com/news/7abbfb9545e0a9a9b4666008af63a9d8","width":"540","height":"540"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/297018434224192","isVote":1,"tweetType":1,"viewCount":2428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":235370106060808,"gmtCreate":1698496218514,"gmtModify":1698496582272,"author":{"id":"3573383537150312","authorId":"3573383537150312","name":"th0mastan","avatar":"https://static.tigerbbs.com/84d76bcdad50787fa2929139725c46f0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573383537150312","idStr":"3573383537150312"},"themes":[],"htmlText":"The recent correction in Singapore stocks is a sign of fund moving out of the local market. STI has a relatively small market capital so it is very susceptible to external fund flows and market manipulation. Over the past 52 weeks, you can see insituation investors had sold more than twice the amount stocks than retail investors. This is more apparent in REITs with the rising interest environment. Tbills and bonds offer relatively decent yield (3-4%) with relatively low risk. In the likes of Tbills and SSBs, many Singaporeans would reckon that its zero risk. On that note, why would one enter into REITs for 5% yield with exposure to market volatility and potential recession risk. Another point to note is that the drawdown is across the board and not just concentrated yo a particular reit, t","listText":"The recent correction in Singapore stocks is a sign of fund moving out of the local market. STI has a relatively small market capital so it is very susceptible to external fund flows and market manipulation. Over the past 52 weeks, you can see insituation investors had sold more than twice the amount stocks than retail investors. This is more apparent in REITs with the rising interest environment. Tbills and bonds offer relatively decent yield (3-4%) with relatively low risk. In the likes of Tbills and SSBs, many Singaporeans would reckon that its zero risk. On that note, why would one enter into REITs for 5% yield with exposure to market volatility and potential recession risk. Another point to note is that the drawdown is across the board and not just concentrated yo a particular reit, t","text":"The recent correction in Singapore stocks is a sign of fund moving out of the local market. STI has a relatively small market capital so it is very susceptible to external fund flows and market manipulation. Over the past 52 weeks, you can see insituation investors had sold more than twice the amount stocks than retail investors. This is more apparent in REITs with the rising interest environment. Tbills and bonds offer relatively decent yield (3-4%) with relatively low risk. In the likes of Tbills and SSBs, many Singaporeans would reckon that its zero risk. On that note, why would one enter into REITs for 5% yield with exposure to market volatility and potential recession risk. Another point to note is that the drawdown is across the board and not just concentrated yo a particular reit, t","images":[{"img":"https://community-static.tradeup.com/news/8ce4305419c60e2b5c8c72f467a48d77","width":"1170","height":"2532"},{"img":"https://community-static.tradeup.com/news/24ec110b93385f20b923f51bc5f66688","width":"1170","height":"2532"},{"img":"https://community-static.tradeup.com/news/d0a25db5b89a1dd5c5fc9255c0b5b01f","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/235370106060808","isVote":1,"tweetType":1,"viewCount":3475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":234635453874208,"gmtCreate":1698305544521,"gmtModify":1698305548486,"author":{"id":"4094526733194150","authorId":"4094526733194150","name":"Agxm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4094526733194150","idStr":"4094526733194150"},"themes":[],"htmlText":"Isit time to buy the bottom or avoid reit since it had been hit the hardest?","listText":"Isit time to buy the bottom or avoid reit since it had been hit the hardest?","text":"Isit time to buy the bottom or avoid reit since it had been hit the hardest?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234635453874208","isVote":1,"tweetType":1,"viewCount":2898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":210864413630688,"gmtCreate":1692505373102,"gmtModify":1692506509297,"author":{"id":"4107397042933530","authorId":"4107397042933530","name":"Tigerong","avatar":"https://community-static.tradeup.com/news/4bee085a6642c99da1d2e687f2b23a00","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4107397042933530","idStr":"4107397042933530"},"themes":[],"htmlText":"It's noteworthy that despite the United States boasting a significantly larger economy, its real estate developers do not surpass their Asian counterparts in terms of wealth. This implies that the pricing and demand for residential properties in the US might not be as lucrative as in Asia. Statistics show that approximately 66% of Americans are homeowners, whereas the homeownership&nbsp; [Speechless]&nbsp;rate in China exceeds 90%. Another point worth noting is that in the United States, there is a preference for residing in suburban areas in detached, single-family homes, with commuting to urban centers for work being the norm. Following the onset of the post-Covid era, there is an increased inclination towards remote work. A significant portion of residential properties in the US consist","listText":"It's noteworthy that despite the United States boasting a significantly larger economy, its real estate developers do not surpass their Asian counterparts in terms of wealth. This implies that the pricing and demand for residential properties in the US might not be as lucrative as in Asia. Statistics show that approximately 66% of Americans are homeowners, whereas the homeownership&nbsp; [Speechless]&nbsp;rate in China exceeds 90%. Another point worth noting is that in the United States, there is a preference for residing in suburban areas in detached, single-family homes, with commuting to urban centers for work being the norm. Following the onset of the post-Covid era, there is an increased inclination towards remote work. A significant portion of residential properties in the US consist","text":"It's noteworthy that despite the United States boasting a significantly larger economy, its real estate developers do not surpass their Asian counterparts in terms of wealth. This implies that the pricing and demand for residential properties in the US might not be as lucrative as in Asia. Statistics show that approximately 66% of Americans are homeowners, whereas the homeownership [Speechless] rate in China exceeds 90%. Another point worth noting is that in the United States, there is a preference for residing in suburban areas in detached, single-family homes, with commuting to urban centers for work being the norm. Following the onset of the post-Covid era, there is an increased inclination towards remote work. A significant portion of residential properties in the US consist","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/210864413630688","isVote":1,"tweetType":1,"viewCount":2586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":204959212257416,"gmtCreate":1691046200018,"gmtModify":1703566003451,"author":{"id":"3527667668727377","authorId":"3527667668727377","name":"Ivan_Gan","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667668727377","idStr":"3527667668727377"},"themes":[],"title":"A potential stock market sell-off is imminent,A serious risk event lies ahead","htmlText":"Entering August is the time window when the US market was expected to enter high risks.At present, although the economic data of the United States is still strong, the bearish voice of the market has gradually disappeared. Therefore, if some unexpected events happen in the future, it may lead to the overall correction of the market, so we must pay attention to it.The biggest news over the weekend was that Moscow was hit by Ukrainian drones. Although Russia has not responded with further actions, it is hard to say that things will not get worse. If the incident intensifies, pushing up oil prices and CPI rises again, will the trend come again as last year?First, the highlights of the US stock indexExcluding emergencies, the United States will meet non-agricultural data. The highlight of this","listText":"Entering August is the time window when the US market was expected to enter high risks.At present, although the economic data of the United States is still strong, the bearish voice of the market has gradually disappeared. Therefore, if some unexpected events happen in the future, it may lead to the overall correction of the market, so we must pay attention to it.The biggest news over the weekend was that Moscow was hit by Ukrainian drones. Although Russia has not responded with further actions, it is hard to say that things will not get worse. If the incident intensifies, pushing up oil prices and CPI rises again, will the trend come again as last year?First, the highlights of the US stock indexExcluding emergencies, the United States will meet non-agricultural data. The highlight of this","text":"Entering August is the time window when the US market was expected to enter high risks.At present, although the economic data of the United States is still strong, the bearish voice of the market has gradually disappeared. Therefore, if some unexpected events happen in the future, it may lead to the overall correction of the market, so we must pay attention to it.The biggest news over the weekend was that Moscow was hit by Ukrainian drones. Although Russia has not responded with further actions, it is hard to say that things will not get worse. If the incident intensifies, pushing up oil prices and CPI rises again, will the trend come again as last year?First, the highlights of the US stock indexExcluding emergencies, the United States will meet non-agricultural data. The highlight of this","images":[{"img":"https://static.tigerbbs.com/878d587665e6b03d16d27bf8a9b1ba6e","width":"1209","height":"377"},{"img":"https://static.tigerbbs.com/a92510ec406fc0017aaa37d865918b34","width":"1163","height":"665"},{"img":"https://static.tigerbbs.com/0d993fc179328c9076e16c53a8de071a","width":"1157","height":"647"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":183,"commentSize":1,"repostSize":9,"link":"https://ttm.financial/post/204959212257416","isVote":1,"tweetType":1,"viewCount":5834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":202567727992864,"gmtCreate":1690471542631,"gmtModify":1690471954855,"author":{"id":"3527667646990931","authorId":"3527667646990931","name":"ETF_Tracker","avatar":"https://community-static.tradeup.com/news/087e050021c7db2ae39b1cb7515b694d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667646990931","idStr":"3527667646990931"},"themes":[],"title":"Returns Over 40%! Two Homebuilder ETFs Beat the Market Easily This Year","htmlText":"The real estate market in the U.S.&nbsp;tends to be more active in the spring and summer. Many homebuyers are looking to settle in before the start of the new school year and take advantage of the number of new listings.However, it is worth noting that secondary home sales were down 3.3%&nbsp;in June compared to the last month. According to the National Association of Realtors, the seasonally adjusted annualized sales were 4.16 million units.There was&nbsp;a significant drop from June 2022&nbsp;with sales declining&nbsp;18.9%, which was&nbsp;the slowest&nbsp;sales rate&nbsp;since&nbsp;June in 2009.However, the current issue&nbsp;was&nbsp;not a lack of homebuyers, but rather the opposite.&nbsp;The ongoing shortage of available housing&nbsp;contributed to the continued weakness in the real e","listText":"The real estate market in the U.S.&nbsp;tends to be more active in the spring and summer. Many homebuyers are looking to settle in before the start of the new school year and take advantage of the number of new listings.However, it is worth noting that secondary home sales were down 3.3%&nbsp;in June compared to the last month. According to the National Association of Realtors, the seasonally adjusted annualized sales were 4.16 million units.There was&nbsp;a significant drop from June 2022&nbsp;with sales declining&nbsp;18.9%, which was&nbsp;the slowest&nbsp;sales rate&nbsp;since&nbsp;June in 2009.However, the current issue&nbsp;was&nbsp;not a lack of homebuyers, but rather the opposite.&nbsp;The ongoing shortage of available housing&nbsp;contributed to the continued weakness in the real e","text":"The real estate market in the U.S. tends to be more active in the spring and summer. Many homebuyers are looking to settle in before the start of the new school year and take advantage of the number of new listings.However, it is worth noting that secondary home sales were down 3.3% in June compared to the last month. According to the National Association of Realtors, the seasonally adjusted annualized sales were 4.16 million units.There was a significant drop from June 2022 with sales declining 18.9%, which was the slowest sales rate since June in 2009.However, the current issue was not a lack of homebuyers, but rather the opposite. The ongoing shortage of available housing contributed to the continued weakness in the real e","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1788,"commentSize":5,"repostSize":342,"link":"https://ttm.financial/post/202567727992864","isVote":1,"tweetType":1,"viewCount":12039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":201776630956072,"gmtCreate":1690269337569,"gmtModify":1690269671228,"author":{"id":"3534312667271286","authorId":"3534312667271286","name":"程俊Dream","avatar":"https://static.tigerbbs.com/a751a4f333aa358f9ddfe4404800ee2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3534312667271286","idStr":"3534312667271286"},"themes":[],"title":"What Will Happen to the NASDAQ After the Special Rebalance? Maybe Nothing...","htmlText":"On Monday, the Nasdaq 100 Index will undergo the final \"special weight adjustment\", and the overall weight of technology stock giants will be lowered. Will this affect the rhythm of long-term US stocks, and will it cause relatively large fluctuations in the day?According to the market value rebalancing rule, among the 100 constituent stocks of Nasdaq,The weight of a single component cannot exceed 24%; At the same time, the total weight of constituent stocks with a single weight exceeding 4.5% cannot exceed 48%, otherwise it will be reduced to 40%. Since its establishment, Nasdaq has only made two special power adjustments, namely December 1998 and May 2011. According to Goldman Sachs' previous forecast, the total weight of seven major technology stocks, including NVIDIA, which caught fire","listText":"On Monday, the Nasdaq 100 Index will undergo the final \"special weight adjustment\", and the overall weight of technology stock giants will be lowered. Will this affect the rhythm of long-term US stocks, and will it cause relatively large fluctuations in the day?According to the market value rebalancing rule, among the 100 constituent stocks of Nasdaq,The weight of a single component cannot exceed 24%; At the same time, the total weight of constituent stocks with a single weight exceeding 4.5% cannot exceed 48%, otherwise it will be reduced to 40%. Since its establishment, Nasdaq has only made two special power adjustments, namely December 1998 and May 2011. According to Goldman Sachs' previous forecast, the total weight of seven major technology stocks, including NVIDIA, which caught fire","text":"On Monday, the Nasdaq 100 Index will undergo the final \"special weight adjustment\", and the overall weight of technology stock giants will be lowered. Will this affect the rhythm of long-term US stocks, and will it cause relatively large fluctuations in the day?According to the market value rebalancing rule, among the 100 constituent stocks of Nasdaq,The weight of a single component cannot exceed 24%; At the same time, the total weight of constituent stocks with a single weight exceeding 4.5% cannot exceed 48%, otherwise it will be reduced to 40%. Since its establishment, Nasdaq has only made two special power adjustments, namely December 1998 and May 2011. According to Goldman Sachs' previous forecast, the total weight of seven major technology stocks, including NVIDIA, which caught fire","images":[{"img":"https://static.tigerbbs.com/e176146c49b4ebf4179daf89207d81d8","width":"1010","height":"531"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":160,"commentSize":1,"repostSize":12,"link":"https://ttm.financial/post/201776630956072","isVote":1,"tweetType":1,"viewCount":5393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":201374008615088,"gmtCreate":1690186041131,"gmtModify":1690186502991,"author":{"id":"3527667673047996","authorId":"3527667673047996","name":"SGX_Stars","avatar":"https://community-static.tradeup.com/news/e25c0d30145226f3d840902eeabbadbb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667673047996","idStr":"3527667673047996"},"themes":[],"title":"Weekly Inflows and Outflows: SEMBCORP, Seatrium, SIA,Genting, DBS, UOB& Keppel","htmlText":"Stocks with highest net institutional inflow in 2023Stocks with highest net institutional outflow in 2023Within the Singapore stock market,&nbsp; <a href=\"https://ttm.financial/S/U96.SI\">$SEMBCORP INDUSTRIES LTD(U96.SI)$</a> and&nbsp; <a href=\"https://ttm.financial/S/S51.SI\">$Seatrium(S51.SI)$</a> have booked the most net institutional fund inflows in the year to Jul 18.Source: TigerTradeSource: TigerTradeBoth stocks have been associated with pivots to sustainable infrastructure and have also ranked among Singapore’s most traded stocks over the period.Seatrium has been Singapore’s sixth most traded stock, while Sembcorp Industries has ranked among the 15 most traded stocks, up from ranking among the 30 most traded stocks in 2022.The next two stocks that have seen the next highest net insti","listText":"Stocks with highest net institutional inflow in 2023Stocks with highest net institutional outflow in 2023Within the Singapore stock market,&nbsp; <a href=\"https://ttm.financial/S/U96.SI\">$SEMBCORP INDUSTRIES LTD(U96.SI)$</a> and&nbsp; <a href=\"https://ttm.financial/S/S51.SI\">$Seatrium(S51.SI)$</a> have booked the most net institutional fund inflows in the year to Jul 18.Source: TigerTradeSource: TigerTradeBoth stocks have been associated with pivots to sustainable infrastructure and have also ranked among Singapore’s most traded stocks over the period.Seatrium has been Singapore’s sixth most traded stock, while Sembcorp Industries has ranked among the 15 most traded stocks, up from ranking among the 30 most traded stocks in 2022.The next two stocks that have seen the next highest net insti","text":"Stocks with highest net institutional inflow in 2023Stocks with highest net institutional outflow in 2023Within the Singapore stock market, $SEMBCORP INDUSTRIES LTD(U96.SI)$ and $Seatrium(S51.SI)$ have booked the most net institutional fund inflows in the year to Jul 18.Source: TigerTradeSource: TigerTradeBoth stocks have been associated with pivots to sustainable infrastructure and have also ranked among Singapore’s most traded stocks over the period.Seatrium has been Singapore’s sixth most traded stock, while Sembcorp Industries has ranked among the 15 most traded stocks, up from ranking among the 30 most traded stocks in 2022.The next two stocks that have seen the next highest net insti","images":[{"img":"https://community-static.tradeup.com/news/49700bec1c97275d653f961e44bb914a","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/a9e24ba76a98798c97a83477fbd3db36","width":"944","height":"703"},{"img":"https://community-static.tradeup.com/news/4cedd2e26b2d86ca9545c54ddffba298","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":367,"commentSize":1,"repostSize":53,"link":"https://ttm.financial/post/201374008615088","isVote":1,"tweetType":1,"viewCount":10043,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4103282816795650","authorId":"4103282816795650","name":"Home22","avatar":"https://community-static.tradeup.com/news/3e5e55b062ffe0c519cbef858d125a27","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4103282816795650","idStr":"4103282816795650"},"content":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","html":"Great ariticle, would you like to share it?"}],"imageCount":9,"langContent":"EN","totalScore":0}],"essenList":[{"id":424134642122768,"gmtCreate":1744556429794,"gmtModify":1744598657579,"author":{"id":"4149753133969282","authorId":"4149753133969282","name":"ValuationIsKey","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4149753133969282","idStr":"4149753133969282"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AU8U.SI\">$CapLand China T(AU8U.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; WHY BUYING THIS STOCK IS A NO BRAINER NOW. In this post, I will be breaking down two logistic park owned by this company. Shanghai Fengxian and Chengdu Shuangliu. In the breakdown below, we can see that in December 2023 the occuapancy rate was 60.3% and 67.8% respectively for Shanghai Fengxian and Chengdu Shuangliu. This occupancy has increased subsequently to 100% and 90.7% in December 2024. The net impact of the decrease in occupany in Shanghai&nbsp;Fengxian and increase in occupany in Chengdu Shuangliu is 33.7mil RMB in net property income&nbsp;(refer to last image&nbsp;2023 vs 2024 logistoc park revenue). This would mean that we would expect an increase of at least 33.7mil if","listText":"<a href=\"https://ttm.financial/S/AU8U.SI\">$CapLand China T(AU8U.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; WHY BUYING THIS STOCK IS A NO BRAINER NOW. In this post, I will be breaking down two logistic park owned by this company. Shanghai Fengxian and Chengdu Shuangliu. In the breakdown below, we can see that in December 2023 the occuapancy rate was 60.3% and 67.8% respectively for Shanghai Fengxian and Chengdu Shuangliu. This occupancy has increased subsequently to 100% and 90.7% in December 2024. The net impact of the decrease in occupany in Shanghai&nbsp;Fengxian and increase in occupany in Chengdu Shuangliu is 33.7mil RMB in net property income&nbsp;(refer to last image&nbsp;2023 vs 2024 logistoc park revenue). This would mean that we would expect an increase of at least 33.7mil if","text":"$CapLand China T(AU8U.SI)$ WHY BUYING THIS STOCK IS A NO BRAINER NOW. In this post, I will be breaking down two logistic park owned by this company. Shanghai Fengxian and Chengdu Shuangliu. In the breakdown below, we can see that in December 2023 the occuapancy rate was 60.3% and 67.8% respectively for Shanghai Fengxian and Chengdu Shuangliu. This occupancy has increased subsequently to 100% and 90.7% in December 2024. The net impact of the decrease in occupany in Shanghai Fengxian and increase in occupany in Chengdu Shuangliu is 33.7mil RMB in net property income (refer to last image 2023 vs 2024 logistoc park revenue). This would mean that we would expect an increase of at least 33.7mil if","images":[{"img":"https://community-static.tradeup.com/news/e08482e0eaf174add0b357f342cd142f","width":"946","height":"478"},{"img":"https://community-static.tradeup.com/news/dcadc061d8b29f93f7183accbb98b2f9","width":"1208","height":"539"},{"img":"https://community-static.tradeup.com/news/3111a2d890388ad68bfc554098fb33fe","width":"957","height":"483"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/424134642122768","isVote":1,"tweetType":1,"viewCount":2404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0}]}