REITS are HORRIBLE! ... or is it time to BUY?
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- เผยแพร่เมื่อ 9 มิ.ย. 2024
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Today you'd hear how interest rates impact reits and how to use the current high interest environment to buy the best reits for investment returns. Covering bonds vs reits and also covering updates from Frasers Centrepoint Trust.
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0:00 Introduction
2:15 Moomoo SG offer
3:17 Reits VS Bond
4:55 Frasers Centrepoint vs US 10y bond
6:18 Frasers Centrepoint analysis
8:18 Josh Tan finance summit
9:00 Investment wisdom
#reits #sreits #investing #reit #sgstocks
We do not make any recommendations on whether a security is a buy/sell as every investor has different investment goals and risk profiles. The presentation of ideas from Josh Tan and TheAstuteParent are strictly for education purposes. You are advised to perform independent research yourself or seek a qualified financial adviser. We will not be liable for any losses directly or indirectly from the material. Some of the referral links in the video summary are products and services personally used by Josh Tan and they may pay an affiliate commission or referral bonus.
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Starts with Chapter 1: The Black Swan Event you must know...
Maybe the terms used should be bond yields instead of interest rates? Cos interest rate is still unchanged
you are right, I agree
what's the point of plugging FCT? It's already on the highest P/B
It owns quality assets. The high P/B is justifiable. Parkway Life reit has a higher P/B
@@joshconsultancy ok well, give it a year, see where it trades vs the index
High doesn’t mean it cannot go higher
Josh, are you still holding delfi? Can you do an updated review?:thanks.
Yes im still holding. I could still be wrong hence I'd suggest to make decisions independently safer k.
Delfi recent Q3 results show a drop in profit margin thats why sold down.
But businesses have good and bad results. Hopefully it's a temporary poor operations period.
On a side note: Genting also sold down from previous quarter. But this quarters numbers recovered.
Sometimes we have to tolerate and accept uncertainty... Hope it answers well and cya around
@@joshconsultancy thanks for your prompt reply. Yup business invariably goes up and down, but as investors we are more concerned with the mid to long term prospects I think market is pricing in a weaker currency and higher raw material costs, though they hedge their raw materials 18 months ahead. Last quarter result saw higher marketing costs, which I think mgt envisioned higher raw material costs to persist and hence is trying to go into more premium products. Such active mgt is actually good Market is waiting to see if they succeed.
By the time REITs recover, it will be too late to buy. 😅
I hope so too =)
Based on the performance of bond market lately, it has already priced in the reduction of interest rates in 2024 therefore REITs will recover from 2024 as well, so I would throw some money into Reits that own quality assets. JMO
I got rid of my Digicore,Ireit Global,Sasssure all bad buys recommended by broker.
Ive raised concerns on Digicore reit before mainly because of my view of sponsor.
For data centres Ive shared before my approval for MIT and KDC
Good. Brokers don’t care what you buy as long as you buy
Thats why he is my ex broker. Hit and run to get comission@@kurtselleslagh7489