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 Hong Kong Exchange & HK Stocks, Per title post-Extradition Bill W/drawal

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Ramjade
post Oct 4 2019, 02:03 PM

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QUOTE(Hansel @ Oct 4 2019, 01:55 PM)
https://www.aastocks.com/en/stocks/news/aaf...35/popular-news

" HKRMA Calls on Landlords to Halve Rents for 6 Mths; Worries Ongoing Protests May Spark Massive Layoffs & Shutdowns "

From the above,... tying this over to the Festival Walk Mall there, perhaps the SG landlord Mapletree North Asia Commercial Trust (MNACT) may be impacted,...
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Is affected but people blinded by optimism. biggrin.gif
Waiting for Fortune reit but wait until neck long long.

TSHansel
post Oct 4 2019, 02:13 PM

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QUOTE(Ramjade @ Oct 4 2019, 02:03 PM)
Is affected but people blinded by optimism.  biggrin.gif
Waiting for Fortune reit but wait until neck long long.
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I guessed I have to fallback on what I commented earlier,... after the Global Financial Crisis, investors have becomes smart and are today, holding on to good counters tightly 'to their chest', never letting sentiments affect them too much.

If a counter is really good,... there is really no chance for new investors to go in at a good price.
Ramjade
post Oct 4 2019, 03:06 PM

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QUOTE(Hansel @ Oct 4 2019, 02:13 PM)
I guessed I have to fallback on what I commented earlier,... after the Global Financial Crisis, investors have becomes smart and are today, holding on to good counters tightly 'to their chest', never letting sentiments affect them too much.

If a counter is really good,... there is really no chance for new investors to go in at a good price.
*
All it needs is a few more nudges (daily price drop) and then it ill break the will of the person. devil.gif
TSHansel
post Oct 4 2019, 04:00 PM

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https://www.finews.asia/finance/29829-up-to...04-october-2019

Actually not something to celebrate abt here,... but this is how the world is...

The MAS has cautioned investors, including us,... not to comment too much abt this !...

Majulah,...
elea88
post Oct 4 2019, 05:30 PM

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QUOTE(Hansel @ Oct 4 2019, 01:55 PM)
https://www.aastocks.com/en/stocks/news/aaf...35/popular-news

" HKRMA Calls on Landlords to Halve Rents for 6 Mths; Worries Ongoing Protests May Spark Massive Layoffs & Shutdowns "

From the above,... tying this over to the Festival Walk Mall there, perhaps the SG landlord Mapletree North Asia Commercial Trust (MNACT) may be impacted,...
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i monitoring too.. but no drop too much 131 137 ...


markedestiny
post Oct 7 2019, 11:27 PM

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Currently there is bank run situation in HK right now, spin off of Emergency Regulations Ordinance.

If lucky, bank customers get to withdraw max limit HKD2K. Most ATMs ran out of cash.


TSHansel
post Oct 8 2019, 08:43 AM

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QUOTE(markedestiny @ Oct 7 2019, 11:27 PM)
Currently there is bank run situation in HK right now, spin off  of Emergency Regulations Ordinance. 

If lucky,  bank customers get to withdraw max limit HKD2K. Most ATMs ran out of cash.
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Tq for this heads-up, bro,... I have not seen any media report on this till now, do you have any ?

Another probability is the media will not report.
TSHansel
post Oct 10 2019, 05:09 PM

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The below was first reported by Bloomberg yesterday,....
https://www.thestar.com.my/business/busines...ngrades-outlook

HSBC is now hovering around HKD57.00 +....
TSHansel
post Oct 14 2019, 02:04 PM

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MOre cost-cutting,... HSBC has gone back up to HKD 60.00 compared to my earlier posting as I write this,...

https://www.finews.asia/finance/29907-hsbc-...14-october-2019
TSHansel
post Oct 15 2019, 02:30 PM

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Curfew is being talked about now,... impact would be bigger on the economy,...
moosset
post Oct 15 2019, 05:13 PM

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anyone invested in HK REITs?
Ramjade
post Oct 15 2019, 05:54 PM

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QUOTE(moosset @ Oct 15 2019, 05:13 PM)
anyone invested in HK REITs?
*
Not yet. Will when the price is right.
Fortune and mapletree will be my target.
TSHansel
post Oct 15 2019, 09:59 PM

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QUOTE(Ramjade @ Oct 15 2019, 05:54 PM)
Not yet. Will when the price is right.
Fortune and mapletree will be my target.
*
When he said HK REITs, he meant REITs listed on the HKSE. And Mapletree is NOT a HK REIT.

Fortune REIT is now a pure HK REIT, no more primary listing soon in the SGX.


TSHansel
post Oct 15 2019, 10:08 PM

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QUOTE(moosset @ Oct 15 2019, 05:13 PM)
anyone invested in HK REITs?
*
Hi bro,.. I believe the most popular HK REIT is Link REIT - BUT the yield is too low for a REIT. I'm afraid I can get better value from an SG REIT, both jurisdictions without withholding taxes.

There are other HK-listed REITs, they all pay twice a year,.. unlike many SG REITs that pay four times a year.
Ramjade
post Oct 15 2019, 10:12 PM

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QUOTE(Hansel @ Oct 15 2019, 09:59 PM)
When he said HK REITs, he meant REITs listed on the HKSE. And Mapletree is NOT a HK REIT.

Fortune REIT is now a pure HK REIT, no more primary listing soon in the SGX.
*
It doesn't matter as 60% of dividend of MNACT is derived from festive walk. So basically is a HK REIT.
moosset
post Oct 16 2019, 01:18 AM

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QUOTE(Ramjade @ Oct 15 2019, 05:54 PM)
Not yet. Will when the price is right.
Fortune and mapletree will be my target.
*
Thanks! Will have a look at these REITs.

QUOTE(Hansel @ Oct 15 2019, 09:59 PM)
When he said HK REITs, he meant REITs listed on the HKSE. And Mapletree is NOT a HK REIT.

Fortune REIT is now a pure HK REIT, no more primary listing soon in the SGX.
*
soon? means they will delist from SGX?

QUOTE(Hansel @ Oct 15 2019, 10:08 PM)
Hi bro,.. I believe the most popular HK REIT is Link REIT - BUT the yield is too low for a REIT. I'm afraid I can get better value from an SG REIT, both jurisdictions without withholding taxes.

There are other HK-listed REITs, they all pay twice a year,.. unlike many SG REITs that pay four times a year.
*
I'm also interested in SG REITs but I seldom go to SG, so can't really survey with my own eyes / experience.
Do you guys just invest in SG REITs without actually going there? (I mean retail / residential reits, not so much office).
Ramjade
post Oct 16 2019, 06:55 AM

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QUOTE(moosset @ Oct 16 2019, 01:18 AM)
Thanks! Will have a look at these REITs.
soon? means they will delist from SGX?
I'm also interested in SG REITs but I seldom go to SG, so can't really survey with my own eyes / experience.
Do you guys just invest in SG REITs without actually going there? (I mean retail / residential reits, not so much office).
*
Hong Kong reit not so good. But the 2 reits I mentioned are kind of pure HK REIT. Keep in mind mapletree north Asia derive 60% of dividend from HK so yes can consider it a HK REIT.

Already delist.

Yes. You don't need to visit the properties. I never did. You just need to know how to analyse reits. Takes time. Took me few months of reading.
TSHansel
post Oct 16 2019, 10:13 AM

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QUOTE(Ramjade @ Oct 15 2019, 10:12 PM)
It doesn't matter as 60% of dividend of MNACT is derived from festive walk. So basically is a HK REIT.
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Well,... he just confirmed in the past few postings that when he said HK REITs, he meant REITs stated in the HKEX. Why ? Because he knows abt SG REITs. No need for you to tell him.
TSHansel
post Oct 19 2019, 02:41 PM

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https://www.msn.com/en-sg/money/topstories/...AAIUUyJ?ocid=sw
Cubalagi
post Oct 28 2019, 06:34 PM

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China blue chips up.. AIA big jump.. HSBC drop big..

This post has been edited by Cubalagi: Oct 28 2019, 06:38 PM

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