$Mapletree Ind Tr (ME8U.SG)$ drop should buy and those that bought at higher price should average buy. DPU still good. Rate cut will still happen and with Trump, he'll be pushing for this.
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$Mapletree Ind Tr (ME8U.SG)$ good time to accumulate. don't be like those arm chair investor, up say too high, drop say don't touch. just buy when it drops, average buy when it drops further. buy bit by bit, not show hand. you'll make money that way. Don't be a Monday morning quarterback.
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$Mapletree Ind Tr (ME8U.SG)$ institutional dumping...
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$CapitaLandInvest (9CI.SG)$ Looks like capital recycling has restarted and freeing up more locked up assets for further investment/expansion and maybe higher dividend distribution. It's always good news, translating NAV to liquid assets.
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$Mapletree Ind Tr (ME8U.SG)$ Slumbering giant awakens. This is a better REITs to hold. DPU did not decrease and no china exposure.
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$Mapletree Ind Tr (ME8U.SG)$ This one is the better REITs to hold among all the Singapore REITs. Let's look at tomorrow fd offers from banks. If it's a step lower than the July offers, more than likely retirees will be scrambling to get onto the bandwagon. Current yield is at 5.9%.
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$OCBC Bank (O39.SG)$ If the fed cut rates in Sept, that means the economy is going into recession. It is a double whammy for banks as the NIM will take a hit and recession will further affect the loans. Not worth the risk.
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$OCBC Bank (O39.SG)$ look at the historical, stock always comes down when fed starts to cut rates. why? coz fed look at real time data. when real time data shows the economy is cooling, then they react, by that time it's too late..defaults, consumer spending will continue to come crashing down. I don't think Powell is a genius compared to the so many past US fed.
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$Singtel (Z74.SG)$ Singtel PE at 61, Tesla at 56. Which would you buy? I think the answer is obvious. Singtel is not cheap at this price.
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