$CSOP S-REITs INDEX ETF(SRT.SG)$Wah so ugly formations; many are bleeding... Longer term view on 1W chart, anyone whobought this back in Nov'21 abt 90c would have given capital value 20%; almost takes away whatever dpu earned. SREiTs have been not so goof last 3yrs... What I fail to comprehend is how MooMoo is showing capital trend as inflow of funds...
DividendKopi楼主104238715:
Yeah. Very interesting right. I was also like huh? That’s why I think it’s sentiment. Like investors feel worst priced in. But like I say. This type very risky. Can change very fast and furious. Caution!
102935005 :
I think market is forward looking. impending rate cuts would likely mean lower financing cost and better returns in the longer term. market would've priced in the rate cut by the time rates come down
102935005 :
near term would not make a difference to be honest. most contracts are locked for 2years or more. in fact as long as they drop rates by 2025 should be favourable when renewal is due
101625629 :
Suggested revision to heading to better reflect the date:iEdge S-Reit Index Weekly Review 01 Apr'24took me a while to figure the date there.
WinningTrader :
But still we can expect the interest rate continued to have some impact on DPU. It is not like reits can have lower interest rate on their loans immediately when Fed cut interest rate. It could take months to years to see the impact, also depend on their loan structure.
CSOP ETFs Weekly Performance Recap- 20240429
SRT’s gains were predominantly attributed to industrial, office and retail by subsectors, and CICT, FLT and MPACT by individual REITs. CICT$凯德商用新加坡信托(C38U.SG)$ ...
Stronger-than-expected US Retail Sales figures have led to a shift in the US Federal Reserve's approach, cooling market speculation about interest rate cuts. Coupled with risk aversion due to the Israeli retaliation towards Iran, SREITs sector sentiment has turned increasingly bearish.
Earning reports for period ending 31 March are due to be released.
$星狮物流工业信托(BUOU.SG)$$凯德腾飞房产信托(A17U.SG)$$丰树物流信托(M44U.SG)$$丰树工业信托(ME8U.SG)$$凯德商用新加坡信托(C38U.SG)$$星狮地产信托(J69U.SG)$$吉宝数据中心房地产信托(AJBU.SG)$$CSOP S-REITs INDEX ETF(SRT.SG)$$百汇生命产业信托(C2PU.SG)$
formations; many are bleeding...
Longer term view on 1W chart, anyone whobought this back in Nov'21 abt 90c would have given capital value 20%; almost takes away whatever dpu earned. SREiTs have been not so goof last 3yrs...
What I fail to comprehend is how MooMoo is showing capital trend as inflow of funds...
iEdge S-Reit Index Weekly Review 15 Apr 24
Stronger-than-expected US CPI figures have negatively influenced market sentiment towards SREITs, dampening hopes for interest rate cuts. Concurrently, escalating tensions between Iran and Israel have triggered widespread risk aversion.
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iEdge S-Reit Index Weekly Review 8 Apr 24
Despite a relatively cheap valuation for SREITs, I continue to caution prudence. An interesting development on the chart calls for caution. Important US economic data lies ahead.
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iEdge S-Reit Index Weekly Review 1 Apr 24
In the latest SGX REITs & Property Trusts Chartbook, the average dividend yield for all 41 trusts is reported to be 7.3%, which may seem appealing at first glance. However, it's crucial to look beyond the surface when evaluating these opportunities.
$星狮地产信托(J69U.SG)$$CSOP S-REITs INDEX ETF(SRT.SG)$$NikkoAM-STC Asia REIT(CFA.SG)$$吉宝数据中心房地产信托(AJBU.SG)$$丰树工业信托(ME8U.SG)$$丰树物流信托(M44U.SG)$$星狮物流工业信托(BUOU.SG)$$凯德腾飞房产信托(A17U.SG)$$凯德商用新加坡信托(C38U.SG)$
iEdge S-Reit Index Weekly Review 25 Mar 24
The US 10-Year Treasury Bond Yield has fallen below 4.3%, likely in response to statements made by the US Federal Reserve. This suggests a reduction in bearish pressure on the iEdge S-Reit Index, which has indeed rebounded after testing a critical support region.
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iEdge S-Reit Index Weekly Review 18 Mar 24
In this review, we learned of SREITs stopping their distributions. We also review a mixed bag of US economic data and observe continued inverse correlation between the iEdge S-Reit Index and US 10-Year Treasury Bond Yield. We are at an important support region.
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iEdge S-Reit Index Weekly Review 11 Mar 24
The week saw some relief came as we noted some buying pressure towards the end of the week. The Straits Times Index (STI) likely tracked global indexes higher as investors react to the possibility of easing inflation as seen from the US economic data which translates to positive sentiment for the SREITs sector. I also added the latest dividend receieved to the portfolio.
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