I'm NOT BUYING MORE of these two REITS which have crashed...| MPACT | Keppel DC Reit

[@joshconsultancy]

To see updates and polls, join my TELEGRAM "Josh Tan Investment Official Group" here ►‌ t.me/pi21k

[@schuachua1639]

Keppel DC. When I review China's revenue contribution in DC, it is only 9.2%. In the big picture, does it justify a 20% share price drop? It may be worthwhile to hold on to the stock if already owned.

[@joshconsultancy]

It could have been the growth driver, The in the end the projected revenues may now be gone. I’m also concerned about impairment

[@purpletulip1688]

Thanks for the detailed analysis. Appreciate it

[@joshconsultancy]

No probs. Smash the subs and stay tuned for next episode which is likely DBS shares

[@VamboraSingapore]

Gave up on individual REITs and just went with Syfe Reit for less stress. Btw Josh, can you cover what role annuities play in one’s portfolio especially in your 50s thanks

[@joshconsultancy]

Hi, Annuities give a safe reliable monthly cashflow. However, currently dont yield a lot more than SSB for example. Hence for private clients, Id only build them in once CPF and SSB is optimised.

[@eugeneleeproperty]

Keppel dc reit historically had always traded above 1.4pb (1.89 stock price). So with the default of the China tenants priced in, which will result in a slightly less than 10% revenue and dpu drop in the reit, which will likely last for the next 1-2 years as it will take time to find replacement tenant. At current price of 1.7, it had more than priced in the impact. It’s precisely that because the reit had such issues now, we will be able to be presented a rare opportunity to buy this reit at depressed price. During the recent earnings call, mgmt did say that its data Centers can handle AI cloud requirements. With limited new supplies of data centres in singapore and with half of kdc portfolio comprising of singapore data centre, i will stay vested for sure

[@joshconsultancy]

pov noted

[@Evansggg]

Thanks for sharing. Wondering if you could do a video of how you would to allocate 1M SGD for dividends for retirement.

[@joshconsultancy]

Ive this sharing If I Had $1 MILLION Now, How I'd Invest! - kzbin.info/www/bejne/eZOcm2xqhpiAmbMsi=dr-ew9pp7qMvXT04

[@david888a]

If u r conservative n want to protect the $1M principle, I would do laddered GIC n rolled it at maturity. U will sleep soundly …😂😂😂😂

[@Alphawhiskyy]

3 of KDCs lease expiry would only be in 2067. Isn't therefore a long runway for them to find a new tenant or even revamp their facilites to upgrade and be more attractive to new tenants? With AI boom, I'm quite optimistic about Keppel DC in general.

[@joshconsultancy]

The 3 guangdong ones? Unsure of situation there Singapore ones I agree no problems and optimisitc

[@ysx7]

I bought maple because i like to go to vivocity haha.

[@joshconsultancy]

I just went vivocity yesterday lol!

[@Longtermalwayswins]

Heng ah! Never touch any sg stocks. US s&p500 just made bank for me for the last 10 years. lol. SG is seriously gone case.

[@jasonlim4512]

1. thought harbourfront centre doing ok becos of cruise centre and operators. 2. KDC misleading statement, can complain to SGX? *not a unitholder.

[@mynameisusedz]

Lol, shrugs alr said the DC play is still far too optimistic.

[@lumvincent7431]

Boss , just wait for rate cut take effect wef May,June onwards . Then reits will chiong . Now can u do a review on DBS ? Good opportunity to buy DBS after XD .😊

[@joshconsultancy]

Sure. Stay tuned

[@protobot]

Stuck with suntec. Down 12%. Don't know what to do 😔...

[@joshconsultancy]

Many blue chip reits are also down. It’s a sector wide poor sentiment. Need to ride through. You’ve seen my suntec video?

[@protobot]

Yup I have, the one from 6 mths back... But like you said, indeed will need to ride through, but looks like a long ride. Good chance to rethink and diversify though.

[@liehuayoung1165]

Good time to buy in

[@yeaplye9080]

Just buy gold and extra save in Singapore dollar. Save all the headache and heartache 😔

[@kinboon3138]

No legal action on misleading the market on Kep DC ?

[@joshconsultancy]

I personally feel misled. Doesnt meant legal action

[@user-pt2pc5uf1g]

Heng ah…didn’t buy Keppel REITs.

[@KenliaAdventures]

Why not Sell ?

[@joshconsultancy]

Maybe maybe

[@david888a]

Ya sell Keppel , there will b reoccurring lost n dumped it into Mapletree. REIT is interest rates sensitive as we know, will recover after projected rate cut in June onwards…

[@ngg9544]

Just buy the top 3 banks in Singapore that’s all no need lose sleepless nights.

[@propertystories]

You my man, said what I’ve wanted to say. 👍🏼 I agree with you.

[@DonYang73]

Two REITs that i never touch… 😊😊

[@kevinho4504]

Just buy DBS like me, literally laughing all the way to the bank 😂

[@keehdesign]

Really disappointed MPACT since it’s merger. No longer S-REITS superstar…

[@conniechan4576]

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