Showing posts with label Creative Tech; Mapletree Ind Tr. Show all posts
Showing posts with label Creative Tech; Mapletree Ind Tr. Show all posts

Sep 7, 2024

Cory Diary : Rising Tide Lifts All Boats

With the recent revivals of Reit how do strong reits compare with each other. This is especialy cloudy when most reits do rise in tandem. One way to look at it is on recent Rate Cut Plan events caused by Interest Rate hikes few years back using TA.



The period of back up 2 year will be a good gauging point to study. For the exercise of this, we use FCT, CICT, Ascendas, MIT and ParkwayLife Reits.

FCT, CICT and Ascendas are in Positive returns 2% ~5%. Mapletree Ind (MIT) slights negative which if we include dividends which will be good plus. Interestingly, Parkwaylife Reit has -19.25% capital loss. It also has one of the lowest yield which may not help reduce the losses much.

Something to think about Rising Tide Lifts All Boats when they start to recede.



Cory Diary
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Mar 13, 2018

Cory Diary : Recent Trade Actions 20180313



PARKWAYLIFE REIT and MAPLETREE IND TR

Manage to come back to secure some after recent price corrections. Just a relatively small position in each. Good to be able to expand my Reits to have two more counters. Current Reits allocation is around 40% of Local Equity Portfolio. Total Portfolio projected to receive target (updated for privacy) dividend in 2018 currently.

I like this Maple due to "Mapletree Investments and Mapletree Industrial Trust Form Joint Venture to Acquire 14 Data Centres in the United States of America". And I like Parkwaylife for being in the market for more affluent lifestyle and greying population needs.



CREATIVE

Did a quick speculative trade with just holding 1 day over the weekend when price moved up to 5.x. And sold it on the next mon working day at 8.x for whopping more than 60% gains. Just couldn't hold with such a gain so quickly. Since then, price corrected quickly and now is on restricted trade list. I would certainly like to buy a Creative 3D earphone to try out first.


STI Index

Bought a little more STI Index ES3 when it corrected recently after recent sale of some portion of my Singtel shares. I wouldn't want to go in big as we are at rather high level but I still feel 3800 is a good target.


QAF


Reduced my stake some with recent poor result as I am not sure how long it will takes to turn around the business. And use the fund to play with Creative which ends up very well as mentioned above.


There are few others trades but enough for today.


Cheers

Cory
20180313