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...
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.
$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$suspended today due to announcement. I see it as good news.https://ir.ascendas-reit.com/news.html/id/824455Asset Acquisitions And Disposals :: Proposed Acquisition Of A Portfolio Of 11 Data Centres In Europe
$Prime US ReitUSD(OXMU.SI)$ 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?
$Himax(HIMX)$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
$Himax(HIMX)$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]
$ISHARESHSTECH(03067)$this seems to be good list of China top companies that use tech. They dont need to be top tech companies but most of them are tech companies.
$AEM HOLDINGS LTD(AWX.SI)$how many bought the dip? Please like... I know you are smiling now... told you it will recover. Strong company. $MICRO-MECHANICS (HOLDINGS) LTD(5DD.SI)$also recovered. Semiconductor is the golden goose this year in my opinion. The amount of money to develop manufacturing capability in US and China means there is still demand which current companies can't fulfill. So at least till end of the year n maybe till mid next year will be hot.
$LIPPO MALLS INDO RETAIL TRUST(D5IU.SI)$look at their assets. In the long run you will thank me you bought the shares at the price today. The upside when pandemic is over, is high. Countries are starting to open up and let pandemic become endemic.
$Histogenics(OCGN)$ok ... india says that it will not be exporting any vaccines overseas until Oct 2021. So how will the vaccines gonna be made, in US? Ok the news says for COVAX which is not COVAXiN but u think people dying in India due to no vaccine, the government will allow COVAXIN to go out? Don't forget FDA hasn't approved COVAXIN yet for emergency use and original plan is to get supply from India before OCUGEN does local manufacturing. Long run opportunity - yes but not in the short term.. https://www.reuters.com/world/india/exclusive-india-unlikely-resume-sizable-covid-19-vaccine-exports-until-october-2021-05-18/