Singapore REITS, S-REITS
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 Nov 13 2021, 09:10 AM
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#21
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Senior Member
6,230 posts Joined: Jun 2006  
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QUOTE(prophetjul @ Nov 13 2021, 08:56 AM) i think MYR is very closely linked to oil price going down. It goes down with but hardly reverses when oil is on the up. This coupled with the ever growing deficit yearly budgets since the start of Najib's tenure. we don't have much oil anymore... probably link more to local market and foreign investment leaving... |
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Nov 13 2021, 10:37 AM
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#22
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Senior Member
6,230 posts Joined: Jun 2006
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QUOTE(prophetjul @ Nov 13 2021, 09:27 AM) Back in 2015/16 when MYR tanked. Not now. Even now it seems to be holding aginast other currencies. Due to $80 oil? peninsula gas is fully consumed locally... mlng/flng gas, these are usually very long term contracts unlike spot market for crude so I don't think have big impactWe still have lots of gas though. I think currently myr is being supported by BNM... I chart DXY and crude quite closely, and myr doesn't track that closely with them |
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Nov 13 2021, 10:44 AM
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#23
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Senior Member
6,230 posts Joined: Jun 2006
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QUOTE(TOS @ Nov 13 2021, 10:09 AM) Looking at the PwC report posted by Victor earlier: https://www.pwc.com/my/en/assets/publicatio...-2022-Part2.pdf if you have zero local income... yesThe first 6 months next year if I bring money in, no matter the amount I will have to pay 3% tax, from 1st of July onwards, I am taxed based on the typical resident individual tax rate (0 to 30%) after income tax relief. So my relief is (based on YA 2020): 9000 individual, education fee 7000, EPF 1667 (i-Saraan) = 17667. On top of that, first 5000 ringgit of chargeable income tax rate is 0% https://www.hasil.gov.my/bt_goindex.php?bt_...5000&bt_sequ=11 So I can bring back 22667 a year and not get taxed, that is almost 2000 ringgit a month without taxed. That means I should being my money back after July next year rather than the beginning of the year? (Assuming I am a tax resident here.) otherwise anything remitted goes on top of your current rate... so the 3% is incentive for these ppl inho if zero... just go ahead anytime don't have to wait TOS liked this post
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Apr 8 2022, 09:55 PM
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#24
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Senior Member
6,230 posts Joined: Jun 2006
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QUOTE(TOS @ Apr 8 2022, 03:02 PM) Let's ask sifu dwRK and Ramjade eh why ask me?... i don't like reits... lol... for 10+ div%... i'd rather do crypto lending... lol Well, the damage is done. If you run away now, you will bear the 10% lost today. Or, you can pray hard that the loans will be refinanced... According to SGX announcement documents, EC World will provide further updates on the refinancing. So keep a close eye on EC World's accouncement later. I hope this is just time mismanagement. All REITs basicially survive on loan refinancing, just that this time probably the financial treasurer/controller fail to get the loans refinanced on time. If it's not due to the REIT's fundamental issues then you can wait for value to recover, otherwise, something more serious could be brewing. |
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Apr 8 2022, 09:58 PM
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#25
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6,230 posts Joined: Jun 2006
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QUOTE(Ramjade @ Apr 8 2022, 07:46 PM) That's why nowadays I sleep better at night holding on to us quality companies like Microsoft, Google, Shopify. Adobe. Home depot, and, Nvidia, Tesla, etc. all growth no defensive...  |
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Apr 8 2022, 10:51 PM
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#26
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Senior Member
6,230 posts Joined: Jun 2006
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QUOTE(Ramjade @ Apr 8 2022, 10:26 PM) Microsoft, Google, visa, home depot, Canadian national railway and Adobe are my defensive stocks actually. i think those are just your idea of defensive stocks... I have yet to get hold on Microsoft. Just been selling covered puts on them. Damn difficult to get hold of them. Google only bought 1 before price went back up.  well... except for visa which i agree is... defensive stocks don't rise as much during bull market... and don't tank as much during bear market, may even rise... so this strikes out microsoft, google, adobe... |
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Apr 8 2022, 11:53 PM
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#27
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Senior Member
6,230 posts Joined: Jun 2006
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QUOTE(Ramjade @ Apr 8 2022, 11:07 PM) Actually take a look at Google, Microsoft in this recent sell off and you will know why for the ukraine event... start to lowest... sp500 dropped 14%.... nasdaq and msft dropped 21%... goog 18%... visa 20%... adobe 40%...It barely drop much. I was so frustrated it didn't drop much. walmart on the other hand dropped only 8%... and now bounced stronger went up making ath... <<< defensive stock... while your list are still languishing... so in the event of a recession... your stocks probably gg... i.e., not defensive... anyways... you can buy itm puts for protection... so all is fine...  |
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Apr 9 2022, 09:15 AM
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#28
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Senior Member
6,230 posts Joined: Jun 2006
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QUOTE(prophetjul @ Apr 9 2022, 08:46 AM) SREIts did not drop so much during this Ukraine crisis. i only managed to load a few on corrections after disposing of my EC world reit. Yeah... reits are quite good in this respect... but have to be smart which reits to hold in a recession... businesses can go bankrupt... ppl downgrading from luxury units, etc...On defensive stocks whether thick or thin, try infrastructure stocks.  |
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Apr 9 2022, 09:28 AM
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#29
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Senior Member
6,230 posts Joined: Jun 2006
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QUOTE(Ramjade @ Apr 9 2022, 12:06 AM) Bro, defensive not only you look at see which drop the least. You see who can still make good amount of money when cost of doing business is high. Look at Microsoft, Google, Adobe net margin. as I say... this is your version/interpretation of defensive stocks...generally the rest of the world means this... https://www.investopedia.com/terms/d/defensivestock.asp TOS liked this post
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Apr 9 2022, 09:37 AM
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#30
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6,230 posts Joined: Jun 2006
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QUOTE(prophetjul @ Apr 9 2022, 09:17 AM) DEpends on how long an outlook one is looking at. Yeah... des why very easy to lease out low cost apartments to indo and bangla... not easy for high end units when companies cut expats left n right...All economies have cycles. That is a fact. Even in recessions, everyone has to eat, sleep and poo. |
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Apr 9 2022, 12:25 PM
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#31
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6,230 posts Joined: Jun 2006
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QUOTE(Ramjade @ Apr 9 2022, 10:05 AM) Look at how companies handle rising cost and inflation and supply chain disruption. every 2-3 yrs i buy new pc/laptop because i like new stuff... but recession maybe i won't buy at all unless absolutely necessary... all the big companies refresh their pcs every few years, definitely during recession they will hold from upgrading...Do you think google, Microsoft, Adobe, Visa affected by no inventory, late Inventory, and customer refusing to fork out money because of rising cost? I think unlikely. That's the true mark of defensive company where they can charge what they want and people will pay up. It's ok if my view don't match the world or others. for sure these google...microsoft...visa... will be affected big time they are strong company for sure and your thinking is correct they will survive a recession... but when market tanks 40%, these companies will also tank 40%... actually these are the super big cap companies... they are the ones tanking first and leading the market... lol anyways... we buy what we like... no right no wrong here... |
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Apr 9 2022, 01:23 PM
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#32
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6,230 posts Joined: Jun 2006
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QUOTE(Ramjade @ Apr 9 2022, 12:42 PM) Actually it's small company which tank first follow by big caps. If you take out the big caps during the recent drop, the index should drop more. The big caps are the one holding the market up. small cap companies do not move the market... Recession or not, Microsoft Azure, office, Google ads still jalan. just like btc... big caps drop 10%... small caps drop 30% or more... yes the recent sp500 & nasdaq run up mostly due to big caps... I also track the russell... it's not doing as well... ppl focus too much on sp500, dow and nasdaq, but I prefer looking at the russell to get a better picture of the economy... anyways... cheers |
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Apr 9 2022, 03:21 PM
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#33
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6,230 posts Joined: Jun 2006
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QUOTE(TOS @ Apr 9 2022, 01:26 PM) Give up on him nah it's OK... I'm in generous mood... but I not his dad... not my job to correct him... also ot a lot liao from sg reits so better stop Hansel liked this post
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May 24 2022, 06:45 PM
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#34
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6,230 posts Joined: Jun 2006
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QUOTE(Hansel @ May 24 2022, 06:36 PM) Like I said,... you are claiming here you timed the mkt right. boss no need to kacau him lah... hahahaYou have to wait for donkey years if you're into divvy-investing because you did not buy early enough,... and you did not buy enough shares/units. You are having cold feet, while I continue to collect dividend payments tho' mkt is bad. But I continue to stand at the sidelines and watch the share/REIT price nonchalantly because my divvies are piling-up,... waiting for a chance to pounce. I sleep better at night,.. no need to worry abt share price. But not you. And I sleep even more soundly when I know that every day that passes will bring me closer to more money flowing in soon. Whereas for you,.. you'll have to start a new bet when each one matures. you make money your way... he make money his way... still got plenty of money floating around... he still young can sleep less take more risk and excitement... cheers LoTek liked this post
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Oct 15 2022, 06:42 PM
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#35
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6,230 posts Joined: Jun 2006
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QUOTE(TOS @ Oct 15 2022, 02:54 PM) Hmm... TA expert dwRK wants to share if mood and momentum can be quantified? Charts can tell something, no? you can try the 'fear and greed indicator'... or the 'moon phase indicator' if you are dog person... got a few more mood types around... lolwhatever float your boat man... hahaha |
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Oct 16 2022, 09:40 AM
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#36
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6,230 posts Joined: Jun 2006
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QUOTE(Hansel @ Oct 16 2022, 06:00 AM) Morning bro,... morning bro...Somehow,... I'm still of the opinion that, buying when one feels like it after things have dropped to this level is still the best way. No indicator, no mathematical model will beat this way. Otherwise,... the boat will leave again,... unless of course, one doesn't mind whether he will invest or not and can stick to only low-rerturns or no-returns vehicles. Edited by adding : But must buy the right ctrs,... buy selectively,... don't choose the wrong ones. ya... as a long term investor... buying good solid counters are essential especially if the plan is to hold for 5-10 yrs... this long hold alleviates the need to time the market... hence buy when price has dropped significantly... and dca dca dca... can be a suitable strategy for folks who understands and can tahan holding paper losses for many years... but my challenges to you is this... precisely because of the long holding period... why need to rush when market is still uncertain? why the need to try extract maximum profits... assuming the next bull run is 10 yrs... 8 yrs of profits not good? y'all know this... buy low sell high, but this carry risk of low going lower... but I like to also quote... buy high sell higher, this of course you could be buying the top if too late... so for long term position play... for me the safer entry is buy after market has bottomed or recovery imminent... profit from 80% of the bull range is better than ok... think about your audjpy... Iirc, your 1st entry is the bounce right after after the parabolic bottom... but your subsequent adds to your position came much later when prices recovered and profit still a plenty... ...remember Buffett also bought oxy just recently after prices has gone so up... buy when you 'feel' is low enough is not good decision making process... don't think of it as a boat that you may miss... think of it as a train that you'll get on at next stop...  as a further example, bro Ramjade bought goog during the big dip near the bottom few months ago... a very good buy and for a few months it was in good profit, but now under water... he has his own plans and I can understand and support... btw I bet Walmart against his goog as an ideology battle and I'm winning to-date... lol...anyways... I tell you my friends... plenty of money out there... plenty of time to make money... the most important aspects are capital preservation and health... BTW I saw you asking about capitulation in the other thread... imho them 2 replies not so correct lah bro... hahaha... a lot of multi days and parabolic drops are not capitulation but manipulation... you can see immediately after are v shape type fast recoveries... real capitulation is when ppl lost hope and indifferent to any good news... you won't see such quick recoveries... so kanchiong chase market... This post has been edited by dwRK: Oct 16 2022, 09:53 AM |
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Oct 16 2022, 10:43 AM
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#37
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6,230 posts Joined: Jun 2006
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QUOTE(elea88 @ Oct 16 2022, 10:19 AM) singapore reits.. more for income. concepts are the same... be it reits for income, tech for growth, or crypto for gambling...I want be lazy investor also end up weekend hv to start digging info. what used to be so good.. eg AIMS i hold for 10 yrs already.. recently sold of more than half and start buying other stuff. For reits i will use div yield as a guide instead of chart. Hence trying to collect at bottom. if look at TA.. cannot buy.. red red red ..no recovery in sign yet. I really hv caught the falling knife. and yeah i am bleeding. i believe recovery will be supersonic V shape.. HOPETOLOGY although logic wise its pointing another way you either trade the trend or the support/resistance pivots... each got its pros and cons... myself I like to anticipate the pivots... that is my jam... I take great joy of being correct... ego boosting... head inflating... hahaha but I also trade the trend... no drama... no excitement... easy bread and butter... |
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Oct 17 2022, 10:00 PM
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#38
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6,230 posts Joined: Jun 2006
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QUOTE(Hansel @ Oct 17 2022, 02:37 PM) Tq bro for taking the time to write so much for me,... you are welcomed... For myself,.. I used the words : 'based on feelings' this time is because I really do not know where the bottom is. And I don't believe in doing DCA, whereby putting in a fixed amt at a fixed time every mth is the norm. Perhaps,... my three-worded statement above is not right to express my methodology,... but for lack of a better term, I just used the statement that came to my head. Then, you statenment : the safer entry is buy after market has bottomed or recovery imminent This is too,....... hard to ascertain. I picked and entered my audjpy pairs by feelings earlier,... and these feelings made me many millions,... ,.. just to update too : I'm still holding on to one more tranche, probable till Mar or April next year.I do agree with many points of yours in the above,... tks again, bro,... nobody knows where/when for tops and bottoms... but chartists have the edge in guessing... because it's our bread n butter... even so, calling bottoms is not easy dca is just a name... doesn't have to be fixed amount fixed timing... your additional audjpy tranches are also dca, in your case averaging up when you feel like it... picking on Ramjade again... lol... he is also doing dca... buying on big dips... i too practices dca... instead of buying 100% at one go... I split my buys up... most of the time market buy 50% first to have something on hand... then either average up or average down later... and sometimes I just ladder in 40/30/30%... whatever hits that's it... anyways... hand getting itchy, probably do some small trades for Xmas money... Hansel liked this post
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Oct 18 2022, 12:37 PM
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#39
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6,230 posts Joined: Jun 2006
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QUOTE(wayton @ Oct 18 2022, 11:18 AM) DCA is very hard and cruel for small retailers that without deep pocket in recently price falling knife pattern. Yes... brutal when one enters at wrong time and dca blindly...You can't keep on DCA non stop, the more DCA, the more losses incurred when price keep on falling fast. Everyday see losses being magnified due to non stop DC. I've been telling ppl since early this year... markets not looking good at the USA thread... have closed most positions... sitting in cash... no need to dca... anyways...This post has been edited by dwRK: Oct 18 2022, 02:40 PM |
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Oct 18 2022, 12:46 PM
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#40
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6,230 posts Joined: Jun 2006
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QUOTE(wongmunkeong @ Oct 18 2022, 12:20 PM) Loopholes are a day in the life of a US corp most likely successful lobby by the rich... not a loophole per se... wongmunkeong and TOS liked this post
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