101655953
voted
Due to the recent increase in food raw materials and operating costs, coupled with global inflation, many stores have decided to adjust the price of food slightly.
Besides, this additional cost for the ingredient, an essential in the steamed rice flour cake dish, would come on top of others.
The increase ranges from 10 or 20 cents for drinks up to S$1 for food, with seafood going up the highest. We al...
Besides, this additional cost for the ingredient, an essential in the steamed rice flour cake dish, would come on top of others.
The increase ranges from 10 or 20 cents for drinks up to S$1 for food, with seafood going up the highest. We al...
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101655953
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$Cromwell Reit EUR(CWBU.SG$
An analysis obtained from 2020 but could still be relevant. I'm personally invested, since the "business" aspect (c.f. management aspect), based largely in interest-rate-low Europe, is strong and intact. This balances the management risk, if any at all.
https://www.google.com.sg/amp/s/blog.seedly.sg/cromwell-european-reit-sgx-cnnu-csfu-analysis%3famp=1
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$CromwellReit EUR(CNNU.SG$ $CromwellReit SGD(CSFU.SG$
An analysis obtained from 2020 but could still be relevant. I'm personally invested, since the "business" aspect (c.f. management aspect), based largely in interest-rate-low Europe, is strong and intact. This balances the management risk, if any at all.
https://www.google.com.sg/amp/s/blog.seedly.sg/cromwell-european-reit-sgx-cnnu-csfu-analysis%3famp=1
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$CromwellReit EUR(CNNU.SG$ $CromwellReit SGD(CSFU.SG$
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101655953
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101655953
commented on
$Lendlease Reit(JYEU.SG$ no good. doing a huge placement which will be at huge discount. better run
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$Lendlease Reit(JYEU.SG$
Illustrative NAV post-acquistion is 0.82
Current market cap is 1 billion.
LL needs 2 billion to expand.
because I am holding too many shares and the cost of fund raising is likely too high for me, i have decided to sell as much as I like their direction. It has been a pleasant journey for me with LL. Was my favourite and most promising, and they did deliver! well done.
Illustrative NAV post-acquistion is 0.82
Current market cap is 1 billion.
LL needs 2 billion to expand.
because I am holding too many shares and the cost of fund raising is likely too high for me, i have decided to sell as much as I like their direction. It has been a pleasant journey for me with LL. Was my favourite and most promising, and they did deliver! well done.
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101655953
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$Lendlease Reit(JYEU.SG$
Latest results fresh from the oven ✈️
$SGX(S68.SG$ $FTSE Singapore Straits Time Index(.STI.SG$
Latest results fresh from the oven ✈️
$SGX(S68.SG$ $FTSE Singapore Straits Time Index(.STI.SG$
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101655953
liked
$Lendlease Reit(JYEU.SG$ how much is it considered good to enter?
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101655953
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101655953
liked
$CapLand IntCom T(C38U.SG$
$Mapletree PanAsia Com Tr(N2IU.SG$
$Mapletree NAC Tr(RW0U.SG$
My hypothesis: funds are switching to CICT (capitaland)
As CICT has Similar strength, with 2 avenues for growth:
(1) retail (from tourism)
+
(2) Office
While trading at a yield of 5.5 to 6 % (Take note this Yield is suppressed and can only go up after covid).
In contrast, MCT was trading at a permium with little room for growth and would need to drop towards $1.8 to have a simil...
$Mapletree PanAsia Com Tr(N2IU.SG$
$Mapletree NAC Tr(RW0U.SG$
My hypothesis: funds are switching to CICT (capitaland)
As CICT has Similar strength, with 2 avenues for growth:
(1) retail (from tourism)
+
(2) Office
While trading at a yield of 5.5 to 6 % (Take note this Yield is suppressed and can only go up after covid).
In contrast, MCT was trading at a permium with little room for growth and would need to drop towards $1.8 to have a simil...
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