$LINK REIT (00823.HK)$ this is just a teaser and more fun to...
$LINK REIT (00823.HK)$ this is just a teaser and more fun to come when fed start cutting rates… enjoy folks ..
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I am a value investor with stocks across SG, USA, HK, India and CN.
I invest for long term growth and income.
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HappyGotLucky : Although I held over 30% of this stock in my HK portfilo but I rather that the price remains at around this range but div remains around 8%. As long as the company is healthy, why are we so concern about the stock price if we don't plan to sell? I dont want to accumulate later at a higher price with a lower divdend yield. Let HK market sentiments remain low is not bad for dividend stocks like this. For those looking at growth stock, go to the US market...
HappyGotLucky : I am also not too optimistic about the rate cut. We have been played by Fed since 2023. Market still price in 3 rate cuts in 2024? I think most likely 1... Biden is likely to lose the election based on statistics. The recent gunshot incident will help Trump further. So... rate cut might not be very important for the election anymore, and Fed might still want to show the world that they are "neutral"
Mr Value investor OP HappyGotLucky : Rate cuts will come sometime. Rate cuts will increase the profits of REITs as most of the REITS have lot of debts and further increase the dividend yield and then positive reinforcement will happen. These stocks will eventually go back to old all time highs, it may take 2-3 years.
WinningTrader : Impact of rate cuts not immediate. It could be a mix to reits, depending the % and when their loans need to be refinance.