$Mapletree Ind Tr (ME8U.SG)$ $CapLand Ascendas REIT (A17U.SG...

soyabean89 OP Limth22 : but we also must take in consideration of BOJ decision on their rate hike

have to decide if it's to entry to scalp the momentum or long term dividend holding

soyabean89 OP Limth22 : this right?

101778471 : There will be a revision on bank fd rates this October, likely go down to 2.7 - 2.8%. MTI is yielding at 5.7%. it's a no brainer to buy unless recession creeps in which is unlikely

soyabean89 OP 101778471 : many look at BOJ due to the concern of yen carry trade...
so far MIT has footprint in Japan market with jpy loan vs A REIT which mainly western based.

question is if the currency hike of jpy from Japan tentant can off set against the loan cost when translate to sgd reporting

I myself got MIT, A REIT and cict since covid era...they will be my 棺材本 generator for long...not bashing ..just wanted people to think first before buy in

soyabean89 OP Limth22 : is this something about momentum flow?

101778471 soyabean89 OP : I'm not too concerned on the loan for the osaka data centers, it's already FX hedged. All big ticket items aquired are FX hedged. It's SOP.  The strengthening of the yen is good for future earnings as MIT will also gain from FX.

soyabean89 OP 101778471 : nice! i didn't aware that!

I long time never follow.just buy n hold in cdp cold storage since high interest era

thanks for sharing