tag:blogger.com,1999:blog-7944902213075756335.post8616499685321471002..comments2024-03-29T10:22:24.187+08:00Comments on A Singaporean Stocks Investor (ASSI): Why I avoided investing in EC World REIT?AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-7944902213075756335.post-39246114782428219932023-05-05T15:02:06.003+08:002023-05-05T15:02:06.003+08:00Hi WK888,
As long as people know that they are sp...Hi WK888,<br /><br />As long as people know that they are speculating and are using money they can afford to lose, I don't see anything wrong with betting. ;pAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-92185026906198000982023-05-05T07:32:50.003+08:002023-05-05T07:32:50.003+08:00With the reopening, I think it's worth a bet.....With the reopening, I think it's worth a bet... 😂 WK888https://www.blogger.com/profile/10784002781344707525noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-76657660831560069092023-05-04T08:52:44.285+08:002023-05-04T08:52:44.285+08:00Hi WK888,
With Capitaland China Trust, the Capita...Hi WK888,<br /><br />With Capitaland China Trust, the Capitaland brand saves it.<br /><br />I am willing to put some money in their hands because, despite the challenges, they have shown that they are capable and honest managers.<br /><br />However, it doesn't mean that the challenges go away with capable managers running the REIT.<br /><br />So, I would be careful not to make it the largest AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-23854073456259182642023-05-04T08:42:26.143+08:002023-05-04T08:42:26.143+08:00Hi zhenling,
Yes, I would avoid Keppel Pacific Oa...Hi zhenling,<br /><br />Yes, I would avoid Keppel Pacific Oak too.<br /><br />To be fair, I am painting with a broad brush here.<br /><br />I do not know enough to make any meaningful or important difference between the US commercial S-REITs available.<br /><br />So, I will listen to Charlie Munger. ;pAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-88621289470205205762023-05-04T07:48:25.910+08:002023-05-04T07:48:25.910+08:00So Capland China T is also q no no? Debts also in ...So Capland China T is also q no no? Debts also in SGD with hedging policy in place... haiya! WK888https://www.blogger.com/profile/10784002781344707525noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-63734364440281289812023-05-03T20:09:52.314+08:002023-05-03T20:09:52.314+08:00would you avoid keppel pacific oak CMOU.SI as well...would you avoid keppel pacific oak CMOU.SI as well?<br />it owns freehold property, but debt denominated in SGD also. Thinking with the downturn in US commercial property, good opportunity might present itself, but I don't know if the ~40% gearing is low enough, all things considered.<br /><br />thanks in advance if you decide to talk to yourself about this!<br />zhenlinghttps://www.blogger.com/profile/09098185824008454276noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-9851459902204167562023-05-03T13:15:20.344+08:002023-05-03T13:15:20.344+08:00Hi Tgie,
I so stunned like vegetable! O_o
How li...Hi Tgie,<br /><br />I so stunned like vegetable! O_o<br /><br />How like that? ;pAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-26510266635994515342023-05-03T11:54:28.286+08:002023-05-03T11:54:28.286+08:00This is similar to S Chip. Run for your life.This is similar to S Chip. Run for your life.Tgiehttps://www.blogger.com/profile/14548591572795722325noreply@blogger.com