Just did my weekly review [Share Link: iEdge S-Reit Index We...
Just did my weekly review iEdge S-Reit Index Weekly Review 22 Jan 24
We start to see more downside risk as the reality sits in with regards to the higher for longer US interest rate environment. i also mention why we need to be selective in our choices for S REITs.
$CSOP S-REITs INDEX ETF (SRT.SG)$ $Mapletree Ind Tr (ME8U.SG)$ $FRASERS CENTREPOINT TRUST (J69U.SG)$ $CapLand Ascendas REIT (A17U.SG)$ $CapLand China T (AU8U.SG)$ $CapLand IntCom T (C38U.SG)$ $Keppel DC Reit (AJBU.SG)$ $Lendlease Reit (JYEU.SG)$ $FRASERS LOGISTICS & COM TRUST (BUOU.SG)$ $CapLand India T (CY6U.SG)$
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CounteReborn : what do you think about counter $CapitaLandInvest (9CI.SG)$ ?
DividendKopi OP CounteReborn : Hey there. Personally I am not into the company itself because I am trying to be selective on the SREITs I hold. The higher for longer interest rate environment will probably stress test the whole sector and some cracks may appear, especially those SREITs that are highly geared / having trouble getting good loan rates. Further more I am more focused on dividends. So SREITs is more suitable for me.
CounteReborn DividendKopi OP : thanks for the sharing
DividendKopi OP CounteReborn : You are most welcome. Remember to do your own research :p and all the best
稳稳的幸福ღ : What do you think of AJBU? thanks
DividendKopi OP 稳稳的幸福ღ : I am into KEPPEL DC REIT. Being a data centre reit, it should benefit from the ever growing demand for data. However due to the ongoing late payment issue from its China data centre, there may be some down side sentiment.
As always remember to do your own research!
稳稳的幸福ღ DividendKopi OP : OK, it looks like we should be ready to hold it for a long time, but why didn't I see any dividends at the end of this month
DividendKopi OP 稳稳的幸福ღ : The result not announced yet.
Keppel Ltd. and its listed REITs will be announcing their financial results before market open on the following dates: Keppel DC REIT on 26 January 2024
稳稳的幸福ღ DividendKopi OP : OK, hope the news isn't too bad
DividendKopi OP 稳稳的幸福ღ :