我要做叶荣添
我要做叶荣添
還我無煙城
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$NikkoAM-STC Asia REIT(CFA.SI)$ Has been plunging more than other REIT ETFs because it holds Link REIT which has been oversold. Link REIT has recovered by more than HKD2 in the last 48 hours and so CFA skyrockets. Anyone looking for exposure into blue chip REITs in SG and HK should consider CFA. low expense ratio, quarterly payouts, well managed. Highly recommend it especially when it is below SGD 0.8
$LINK REIT(00823)$  ‌great closing for the week at HKD 33.5 when it was dipping slightly below HKD 30 a few days ago. If you've missed out, the train hasn't departed yet and don't FOMO. I think there will be chances to buy from HKD 32.6+ ~ HKD 34. But, the train will depart soon.   While LINK REIT has more limited downside than upside, there are a couple of important factors which determine how soon the stock skyrockets further : (1) will FED cut rate as estimated by the market? (2) positive HK retail sales data in the near future (3) of course, its next QR report The market has dumped LINK REIT greatly in the past years. Any slight positive news will fuel its acceleration.    So many banks have reduced their TP during its
$StarhillGbl Reit(P40U)$  ‌this could be a boring stock. Although Starhill isn't spotlighted by many, I'm holding Starhill REIT for a few "boring" reasons: 1) Payouts haven't decreased substantially amid high interest rate environment 2) Great properties and occupancy rates in SG and MY 3) Gearing ratio is okay One could argue that its market cap is smaller and its exposure to weaker currencies like MYR. But, I see more upside potential than downside now. MYR currency will bounce back once FED cuts their rates.  Hope my sharing helps :)
$Moderna, Inc.(MRNA)$ looking at $500
I'm a big SG REIT fan. There are a couple of REITs which have entered my "buying radar" $Lendlease Reit(JYEU.SI)$  $StarhillGbl Reit(P40U.SI)$ $OUEREIT(TS0U.SI)$$Mapletree Log Tr(M44U.SI)$   I won't go for$Mapletree PanAsia Com Tr(N2IU.SI)$  not because it is bad. But, for the similar buy, you have better options like CFA and Link REIT. Do your own homework. Study their occupancy rate, debt profile, gearing, DY trend. I'm hunting for DY > 7% and at the same time mindful of its past dividend drop rate and future dividend growth. Happy buying
$LINK REIT(00823)$ Time to scope up some stocks again!
$LINK REIT(00823)$  ‌this is a high quality blue chip. Its recent price cash is an incredibly rare opportunity to load up a 7.5%+ DY stock. Bear in mind that it is the largest REIT stock in Asia.
$LINK REIT(00823)$  ‌truly oversold. Look closely at its property portfolio and you would know this is the GEM. Get 7+% D.Y. annually and potential upsides.
$LINK REIT(00823)$  At least HKD 50 by mid year 2025
$LINK REIT(00823)$  ‌be patient. You will be rewarded when you look back at this 1 year later :)
$LINK REIT(00823)$  ‌anything below HKD $35 is still a GREAT bargain. Don't miss out one of the best REIT stocks in the world. If you're concerned of the "northbound shopping spree" among Hong Kongers which affects retail sales in Hong Kong, take a closer look on Link Reit's properties. They serve the heartlands and daily lives in HK. If Link Reit topples, other REITs would have toppled first. Plus, < 20% gearing ratio, that's a steal!
$LINK REIT(00823)$  ‌as written on last Friday, today is a great chance to load some shares again. Did you join the train today? :)
$LINK REIT(00823)$ Oversold and underrated. I'm holding to many shares under $34. I hope I could walking to the bank laughing next year after several rate cuts!
$CleanSpark, Inc.(CLSK)$  Buy and come back in 2025. Don't wait till 2025 to buy. I'm bullish for it in 2025!!! Gogogog. 
$CleanSpark, Inc.(CLSK)$ When is the earning report release?

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