$KepPacOakReitUSD (CMOU.SG)$based on the latest results, management seems to be prudent in managing the situation, biting the bullet with this move while leaving more room for potential revaluation drawdowns in 24 and 25. It feels like they are sandbagging and hoping that they'll be able to reinstate the divs before the projected date. Obviously this move will shake out the div investors, but all signs point to a reason chance of a rebound before 2026. if the economy starts unravelling quickly and forces the fed to reduce rates faster than expected, companies will have more sway in bringing workers back to office. Still a risky play with a 2yr horizon, but the more the price drops, the more compelling a reversal play it becomes. Imma just start DCAing a small allocation until i find more compelling punts.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more