$Tilray Inc.(TLRY)$ I sold mine went it hit 2.92 just last month. It will take a while to come back to that price maybe. Maybe time to buy again but not sure how beneficial
$Prime US ReitUSD(OXMU.SI)$ good time to buy with the Fed have planned out lower interest rates in 2024. Biggest issues faced by these US OFFICE REIT was loan interests. It will keep them well floated with lower rates. Meaning dividend payout is also more sustainable.
$Prime US ReitUSD(OXMU.SI)$ something to be concerned about esp 8-9 months of depreciation will cause gearing problems esp considering it is very close to the government gearing ratio. To reducd ratio they will sell. But if the value drops they won't be getting the premium the property was originally acquired. To dump and wait for bottom or wait out?
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I tend to agree on what the writer has to say. But also take note that many small startups who may run for a couple years saves tonnes of early investment infrastructure money by going to cloud. Instead of spending on tools of the trade that matter why spend huge amount of money on compute/storage/memory and underlying software like DB n OS when they should be focussing on the business.
$KEPPEL DC REIT(AJBU.SI)$steady ah.. 76% of their borrowings are on fixed rates upto an average of 3.6 years. Be more worried when that is less than a year then run. At 1.60 damn good price. U getting 2019, prices leh. DBS got say every 100bps increase impact DPU by 1.6%.
$Himax(HIMX)$i know their Q3 is going down. They already sent updates on this. May go differently because China companies may load orders early to avoid supply crunch later. Q4 supposed to be turnaround when existing supplies run dry andbusiness supposed to go north.so do i buy more to capitalise on Dip? Your thoughts pls.
$Himax(HIMX)$i predict it is going to get worse. Even samsung, hynix n micron are being cautious as demand in april to may giving indication things are spiralling down. My opinion wait another couple of weeks to see how low Himax will drop. Predict same for $Intel(INTC)$ n $AMD(AMD)$this year 2022. Look at it as a time to buy at bargain. I predict it going as low as 4.90 to 5 bucks before it recovers. IMO [smile] [Happy]
Replying to @jervis43:mostly it is fear that if US goes into recession many offices will close though the occupancy rates in these places are actually high. market always prone to sentiments//@jervis43:$Prime US ReitUSD(OXMU.SI)$ portfolio is mainly US offices. given the current macroeconomic environment, it makes sense to dip in price...
$Himax(HIMX)$keep it positive. Good stocks. Profitable . what to worry. After dividend only less than 10% loss. Pretty sure will grow more when china gets out of pandemic..TV, car, mobile phone panels demand will never stop.. there maybe a gap but we all need them soon or later
$WILMAR INTERNATIONAL LIMITED(F34.SI)$today's result maybe good but the big concern is with the future as Indonesian goverment banning export of palm oil. 65% of Wilmar plantation is in Indonesia. Not sure if they make good money selling palm oil in Indonesia. Anyone has further insights?