$ESR-REIT (J91U.SG)$ $CapitaLandInvest (9CI.SG)$ $OUEREIT (TS0U.SG)$ $Frasers Cpt Tr (J69U.SG)$ I am long time REIT investor but I have sold all my REIT for now and waiting for a Low point for re-entry. just walk around their malls and office buildings and you will find so many vacant units which was quite rare to see previously. the whole of Changi business park is also didn’t recover from the pandemic.
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$Alibaba (BABA.US)$ $MEITUAN-W (03690.HK)$ As much as I love the company and like to shop on Alibaba sites, I can really feel the lock downs in the country affecting the economy. I’m almost certain that the next Alibaba financials release will not look good. I still believe in the company in the long run but just being realistic here.
Disclaimer: I’m not shorting it either.
Disclaimer: I’m not shorting it either.
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101698248 OP Moonlight moo : I guess near 2020 covid crash level is definitely worth buying, or when you see the vacant units getting taken up by new shops
101698248 OP 102539156 Dan : If I am you, any short bounce these few days I will clear already, don’t think CapitaLand china will do any better also due to lockdowns