Have been loading up European REITs since late 2022 during the hike hype on Paris, Luxembourg and Madrid bourses. This morning bought into $CWBU on SGX for the yield and book discount. Investors tend to forget that Europe always recovers, if anyone still remember the PIIGS. Europe is also home to some of the world's largest pharmaceutical, technology and industrial behemoths. Time again will tell if these are good calls.
$TJ DaRenTang(T14.SI)$ So did i read it right? Dividend of RMB 11.2 per 10 shares to be approved at AGM. That's 100% of earnings for FY22. 10.9% yield based on closing price on 20230331. Past year dividend reference. 2021 RMB 0.30 2022 RMB 0.50
Portfolio moved from + to -- and now back to -. On hindsight? No point thinking. No point timing the market. You're just a speckle and you won't win against the market Just keep investing as long as it's excess cash you don't need for the next 10 years. Cheers to more pain in 2023!
$Cromwell Reit EUR(CWBU.SI)$ The decrease since ex-date was somewhat expected already as previously mentioned. The effect of interest rate hike will also be kicking in next quarter so we will be seeing more blood on the street. German REIT giant in their result announcement last week decided to suspend dividend to conserve cash and prepare for LTV spike. Good luck to REIT investors in the next few months. As long as you're not leveraged just to invest, you can weather the 2023-25 downturn.//@DuckBot: $Cromwell Reit EUR(CWBU.SI)$ EU portfolio up 8% in FY2022, but within a span of 6 weeks in 2023, it is up 11% already. Many are still undervalue, but i am expecting some profit taking as Q4 results come into play, even as Spring
@DuckBot:Have been loading up European REITs since late 2022 during the hike hype on Paris, Luxembourg and Madrid bourses. This morning bought into $CWBU on SGX for the yield and book discount. Investors tend to forget that Europe always recovers, if anyone still remember the PIIGS. Europe is also home to some of the world's largest pharmaceutical, technology and industrial behemoths. Time again will tell if these are good calls.
$Cromwell Reit EUR(CWBU.SI)$ EU portfolio up 8% in FY2022, but within a span of 6 weeks in 2023, it is up 11% already. Many are still undervalue, but i am expecting some profit taking as Q4 results come into play, even as Spring is coming and energy crisis disappearing from investors' memories. Most importantly, do not get greedy and leverage to invest. Having a good sleep at night is better than worrying about the bottomless pit of interest paying.
@DuckBot:Have been loading up European REITs since late 2022 during the hike hype on Paris, Luxembourg and Madrid bourses. This morning bought into $CWBU on SGX for the yield and book discount. Investors tend to forget that Europe always recovers, if anyone still remember the PIIGS. Europe is also home to some of the world's largest pharmaceutical, technology and industrial behemoths. Time again will tell if these are good calls.
$SINGAPORE PRESS HLDGS LTD(T39.SI)$Keppel is getting a bargain here as i thought it would be Capitaland that is acquiring SPH due to similarity.Keppel can continue to recycle assets from SPH into Keppel Reit and SPH Reit and generate cashflow.Keppel Reit and SPH Reit will raise rights to acquire.A game well played.
$MEDTECS INTERNATIONAL CORP LTD(546.SI)$Was a penny stock for decades. Pandemic was a once in a lifetime opportunity to exit, not buy.Good luck playing russian roulettes!
$DASIN RETAIL TRUST(CEDU.SI)$ Looks like another S-chip going down. Sell? Hold? Buy more? If Eagle-H is any indication, it will be worthless after paying bond holders.