Pika Chan

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Fame: 46
Joined Feb 2017

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problem is valuation squeeze.
with a higher yield demand of bond, which translate to increase in risk-free asset yield (ie MGS) , all the dividend related asset will suffer valuation squeeze.

i.e last time MGS 10-y at 3.2% so ur company dividend yield maybe stand at 5%

now MGS will reach 4.2% , so company need to pay dividend 8% to maintain /retain fund.

this happen to all sector including reits and banking etc...
2 days · translate
这种的外资都是或者insurance 入股,请参考以前的SCGM
10 months · translate
.... Intentional Play of profit ? Release continuous low profit then now go up again ? Haih..
1 year · translate
别傻,4次分比2次分更加好
1 year · translate
这个股票唉 ... 吃了利息吐了本金,真无奈
1 year · translate
REITs 比较不适合用 PE ratio 来看 ...
由于人家是recurring 的income .. 建议用 DCF / AFFO 来看 ...
4 years · translate
.... 看一个KIPREIT 想要还是不要进都可以犹豫到这样 ... 哎哟, 别的股票嘛不是更加难 ...

Kip现在靠master lease Aeon Kinta 来吃饭,commercial renewal 都显示弱势了,你不进军稳定/固定的industrial property 还要等什么 ...
4 years · translate
Add on at 1.68, i bet on excellent export , forex growth and also profit capitalize on cheaper inventory stock helded before.
4 years · translate
woah slowly inching upwards not bad
4 years · translate
Free Cash Flow.
4 years · translate
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