TSLA
Tesla
-- 410.440 NVDA
NVIDIA
-- 144.470 RGTI
Rigetti Computing
-- 19.0200 CRNC
Cerence
-- 19.330 PLTR
Palantir
-- 79.890 
Fund flow from MCT to CICT
$CapLand IntCom T (C38U.SG)$
$Mapletree PanAsia Com Tr (N2IU.SG)$
$Mapletree NAC Tr (RW0U.SG)$
My hypothesis: funds are switching to CICT (capitaland)
As CICT has Similar strength, with 2 avenues for growth:
(1) retail (from tourism)
+
(2) Office
While trading at a yield of 5.5 to 6 % (Take note this Yield is suppressed and can only go up after covid).
In contrast, MCT was trading at a permium with little room for growth and would need to drop towards $1.8 to have a similar yield as CICT.
$Mapletree PanAsia Com Tr (N2IU.SG)$
$Mapletree NAC Tr (RW0U.SG)$
My hypothesis: funds are switching to CICT (capitaland)
As CICT has Similar strength, with 2 avenues for growth:
(1) retail (from tourism)
+
(2) Office
While trading at a yield of 5.5 to 6 % (Take note this Yield is suppressed and can only go up after covid).
In contrast, MCT was trading at a permium with little room for growth and would need to drop towards $1.8 to have a similar yield as CICT.
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