Again, you will never walk alone!
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美股
十二月一個大升, 剛一星期又黎個升市, 依然繼續長期持有等收成, 個堆QQQ, VOO, MSFT, V, MA 都係放埋一邊等泡沬, 但暫時又唔係太泡沫, 好似升定部份2020年啲升幅咁
人棄我取股都升左少少, 如果仲想繼續人棄我取可以留意下STOR, ILPT
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新加坡REITS / Business Trust
由十一月初至十二月有兩個月時間低價入市, 唔知點解要咁樣大特價, 最少打左九五折, 如果有分注跟入應該由今星期開始會有收穫, 代表包括C61U, C38U, A17U, T82U, 等跟住兩星期出業績前睇下會唔會有另一個衝擊
SK6U 出左業績, 都係預期穩步上揚, 收購埋澳洲個物業(佔50%股份), 今年另三個季度業績預期要好過上年, 個人就仍然覺得好吸引, 收息 + 增長, 睇五年好似幾無敵咁
如果仲想入啲落後股份, 可以BUOU/ND8U, JYEU有機會的, 或者睇埋業績先未遲
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港股
近排開始加返本地股份, 繼續人棄我取, 主要係跌得殘殘地息率開始吸引為主
電訊股: 1310, 6823
REITS: 778, 435, 823
銀行: 11, 2388
其他收息股: 900, 331, 46, 14, 2
會繼續分注入啲
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今日台灣選舉, 一人一票選總統, 自己有份選擇, 依啲就係有票在手既自由
如有台灣網友, 請珍惜自己手上的一票, 去投票
原來0900近月跌咗一截...之前有blog友熱烈討論呢隻的。
回覆刪除同意投票好重要，小市民不要輕視自己的影響力👍
好難預計, 只能分散買幾隻夾埋贏, 好難100%全勝
刪除最後蔡英文勝出, 支持率和香港區議會差唔多
BUOU 好似同同系合併，會多咗啲商業資產，唔知是好定壞
回覆刪除似乎係1+1>2, 有啲好處, 起碼個派息預期會增加一點點
刪除what do you think of the delay of results announcement for CCT?
回覆刪除Finally it is confirmed that C38U wanted to merge C61U.
刪除Similar as BUOU+ND8U, they claimed that there is improvement of distribution of dividend
And C38U+C61U is the third market size in Asia (The big one is 823, second one is a reits in Australia)
Thanks very much for the reply. I find your blog very useful and informative for S-reit investment. I currently hold two reits only (C61U,SK6U). What are your views on Mapletree Com Trust in light of the recent drop and the Wuhan Virus?
回覆刪除Thanks for your visit. My personal view is the value of asset of N2IU is in a leading position. Short-term effect is very minor in a long journey, say 5 to 10 years.
刪除And the preparation of Singapore government is much better than HK honestly.