MPACT at 8-Year Low: Time to Buy or Wait?

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  • Опубликовано: 29 окт 2024

Комментарии • 43

  • @hengkai5832
    @hengkai5832 Год назад +2

    Looking forward to Lendlease analysis!

  • @billycaymann
    @billycaymann Год назад +3

    So is it to say :
    1. The reits that have overseas property are at risk currently due to fluctuation of currency against sgd ?
    2. Advisable to focus on purely or majority singapore based property reits ? Unless properties that are based in overseas that don't see depreciation against sgd such as the US.

    • @TheFifthPersonChannel
      @TheFifthPersonChannel  Год назад +3

      1. Any REIT with a sizeable portfolio of foreign assets has forex risk when converting foreign income to home currency. A good REIT manager will typically hedge this to smoothen fluctuations
      2. This is a personal choice based on your investment goals. Some prefer Singapore-only REITs, others may prefer the higher potential growth beyond Singapore.

    • @HeahMinAn
      @HeahMinAn Год назад

      1. Currency works both ways. If SGD is weak, the results would be otherwise.
      Perhaps what’s more important is:
      Is my REIT manager securing a property yield higher than the interest rate?
      If no, what’s going on?
      2. Would it be better to choose a REIT that I understand the most?
      My 2 cents 🙂

  • @karenlye4493
    @karenlye4493 3 месяца назад

    Thanks for sharing. Very good tips when to Buy Mcpact & REITs.

  • @TWKM31
    @TWKM31 Год назад +1

    I would like to ask, how do u measure the performance of a dividend portfolio? Ie. How do you know if your portfolio for this year did better than last year or 2 years back, or even against the performance of someone else’s portfolio? Also, what do you do to increase the dividend portfolio’s performance?

    • @TheFifthPersonChannel
      @TheFifthPersonChannel  Год назад +4

      No portfolio can do better every year; there will always be fluctuations year to year. As long as your dividend and overall return grows steadily above the risk-free rate over the long term, you are doing great! As you learn and gain more experience over time, you will improve your performance if you manage your portfolio well.

  • @BlackSwan-sq2iw
    @BlackSwan-sq2iw Год назад +2

    REITs investors must have the ability to weather through markets like this. That's why diversification is very important. For me, i do see this as an opportunity to either shift from weaker assets to stronger ones and also to slowly increase weightage in REITs that I think can survive this down turn without major structural impact.
    My take is the inflation will eventually come down unless there is a war and energy prices shoot up again. Barring that, evidence shows that inflation should be tamed in the next 12-24 months and consequently the interest rates would likely go down. The reversal of sentiments could be quick as well.

  • @zongminlim1390
    @zongminlim1390 Год назад

    Any plan to record a video on AIMS APAC & ireit global reits? Thank you.

  • @jacksonyang2577
    @jacksonyang2577 Год назад +1

    I think i will ask for at least 7% or 8% yield will be more attractive, as bank already giving 6% yield, so we should demand higher yield on reits that has right issue (which banks dont have)

  • @robertdagge200
    @robertdagge200 Год назад +6

    The merger of the two prior REITs was just plain stupid. Everyone could see that.

  • @frezzercountermax2808
    @frezzercountermax2808 11 месяцев назад

    Are dividends from Singaporean REITs tax free from the singaporean part of the calculation ?

  • @xhxh7060
    @xhxh7060 Год назад

    Would you say they were forced to merge? because other REITs were merging (ESR + ARA, Capitalands, Frasers). Probably they do not want to be at the bottom of the SG REIT index or worse get kicked out?

    • @TheFifthPersonChannel
      @TheFifthPersonChannel  Год назад +1

      There are advantages of a bigger REIT. A larger asset base raises your debt ceiling and gives you more flexibility in acquiring assets to grow for one.

  • @jianweihou
    @jianweihou Год назад

    Love ur contents, how about doing one on Sg focus reits(at least 80% local assets)? Ty and jia you.

    • @TheFifthPersonChannel
      @TheFifthPersonChannel  Год назад +1

      Thanks! We did a recent roundtable on CICT here: ruclips.net/video/TFXR8d5wREM/видео.html

  • @paulpaul7777
    @paulpaul7777 Год назад +2

    ❤❤video comes just the right time when I need it, thanks mates

  • @lumvincent7431
    @lumvincent7431 Год назад

    My wife n i been buying n selling Mpnact since 2012 till merger with MCT. Enjoy attractive dividend yield n capital gain along the way . High rate for next 2 yrs will be disaster for USA economy if Feds still don't cut rate in 2H2024. But at same time, my wife n i also buy T-bills n SSB. Which is free lunch from MAS .

  • @xuedalong
    @xuedalong 6 месяцев назад +1

    Still going down, 7% yield now :)

  • @chinsienliew556
    @chinsienliew556 11 месяцев назад

    Waiting for the MPACT price to drop to 75% of its intrinsic value :D

  • @zleejunz
    @zleejunz Год назад +3

    Quality content, love it!

  • @bryantan7285
    @bryantan7285 Год назад

    Can talk about SATS S58?

  • @benjamintayaj
    @benjamintayaj Год назад

    Great sharing! Thank you!

  • @nicholaskoh9182
    @nicholaskoh9182 11 месяцев назад

    Thanks for sharing.

  • @paultan4240
    @paultan4240 Год назад

    The Manager wanted to increased the AUM so to increase their fees..and reduce their headcounts. Stupid short termism and financial engineering..instead of long term investment

  • @lumvincent7431
    @lumvincent7431 Год назад +5

    I bought some at $1.41 & $1.31 today. Need to wait n collect good quarterly dividend first . I believe Feds will cut rate in 2H2024 . Now benchmark rate at 5.25-5.5% ! USA president election in Nov 2024 . Past data showed low interest rate prior to Election. I might buy some more if price dropped to 0.6 of NTA . Just like keppel reit,which i bought some last week at $0.795. Both counters major shareholders are Temasek .

  • @hatchegg80
    @hatchegg80 Год назад +1

    when rusmin is stressed, he sounds more malaysian

  • @banqwert3
    @banqwert3 11 месяцев назад +2

    Has anyone told Rusmin that his voice and mannerisms are a dead ringer for Ong Ye Kung

  • @GodTell7
    @GodTell7 Год назад

    I will all of d reits now, properties may dip another way of inflation again

  • @himanshusrivastava2025
    @himanshusrivastava2025 11 месяцев назад

    Wait for at least 7% yield, if not 8

  • @seeker9912
    @seeker9912 4 месяца назад

    If we are collecting 6.6% yield consistently for yrs to come wont mind buying at the current price however that is unlikely for a few reasons.
    1. The current interest on its debt is 2.7% due to hedging and rates fixed when interest rates are low. When it refinances we are seen interest rates nearer to 4%. This will take the DPU down.
    2. The HK and China properties will see negative rent reversions for years as the economic growth may remain weak for a long time.
    It really needs to go down some 20% more to be attractive to me.

  • @user-ss9wp6tv5g
    @user-ss9wp6tv5g 4 дня назад

    Ah Boys - your MPACT kena slap again DPU drop lei...haha
    BUY MORE LOL

  • @conniechan4576
    @conniechan4576 Год назад

    👍👍👍👍👍👍👍👍👍👍

  • @ibrahimseth8646
    @ibrahimseth8646 11 месяцев назад

    Loan=100M Yield=5% Year=30
    Loan(30 Year)=1.05^30*100M
    Loan(30 Year)=440M
    Insurans:
    Premium=? Yield=6% Year=30
    Premium=440M/1.06^30
    Premium=77M(Payout=440M)
    Balance=Loan-Premium
    Balance=100M-77M
    Balance=23M(Debt=0).
    Note:Equation and exponential Technique.
    Thank you.