23-09-2022, 11:35 AM
23-09-2022, 11:38 AM
so no need to rush n q stupidily to put in fd
next few mths fd will be >3.25%
next few mths fd will be >3.25%
23-09-2022, 11:40 AM
Drop is okay. The yield need to go up to compensate for higher interest rate.
A reits is not very attractive at 3.5% yield when bank is paying 3% FD.
When stoxk price drops yield goes up....and can hit 5% to attract buyers.
So it's good the price drops.
The main problem debt servicing costs. If maturity of loan js this Yr and next Yr. Then they will incur high cost which will lower DPU.
A reits is not very attractive at 3.5% yield when bank is paying 3% FD.
When stoxk price drops yield goes up....and can hit 5% to attract buyers.
So it's good the price drops.
The main problem debt servicing costs. If maturity of loan js this Yr and next Yr. Then they will incur high cost which will lower DPU.
23-09-2022, 11:55 AM
(23-09-2022, 11:40 AM)sgbuffett Wrote: [ -> ]Drop is okay. The yield need to go up to compensate for higher interest rate.trade summary shows ALL REITS much muchmore done on buy side ,buy fr sellers are few.
A reits is not very attractive at 3.5% yield when bank is paying 3% FD.
When stoxk price drops yield goes up....and can hit 5% to attract buyers.
So it's good the price drops.
The main problem debt servicing costs. If maturity of loan js this Yr and next Yr. Then they will incur high cost which will lower DPU.
v negative sentiment
23-09-2022, 01:13 PM
(23-09-2022, 11:55 AM)talky Wrote: [ -> ]trade summary shows ALL REITS much muchmore done on buy side ,buy fr sellers are few.
v negative sentiment
I would not count on these short term type data.
If US rates keep going up to terminal of 4.6% ....reits meltdown only just started.