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Excellent chart from swakoo. Thanks for sharing.
Also, looking at URA's data, what I can see is that a huge supply is coming on board at a time when the market is starting to turn soft.
I am also surprised that retail has 5% vacancy. Maybe my findings are skewed towards HDB shops as they are the more 'affordable' option relative to shopping centres. In most places you hardly find any vacant HDB shops and bidding is fast and furious at HDB's auction for such properties.
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(14-06-2013, 03:16 PM)swakoo Wrote: (14-06-2013, 02:46 PM)NTL Wrote: From those listed, the order of biggest fall from peak to least fall should be in this order. (Using Lim&Tan online chart)
1. Ascendas (-19.5%)
2. Suntec (-19%)
3. CapitaMall (-14.5%)
4. PLife (-14%)
5. CapitaComm (-13.5%)
Why Suntec fall so much? And isn't Plife suppose to be the lowest risk?
These grandfather S-reits (apart from PLife) are very hi cap and liquid. When big funds are hot on any one particular of these reits, the peak can go very high. Hence if you make comparisons from their respective peaks, there could be some "distortion".
Ha! Ha!
You call these grandfather S-reits which is very true. And their backers are supposed to be "too big to fail"- all credited backers? If so is it that they can gear to 60% of NAV? So big funds always target them in and out. But most of them also asked for money during the GFC from the public leh. (Rights issue). But i like BIG FUND action.
WB:-
1) Rule # 1, do not lose money.
2) Rule # 2, refer to # 1.
3) Not until you can manage your emotions, you can manage your money.
Truism of Investments.
A) Buying a security is buying RISK not Return
B) You can control RISK (to a certain level, hopefully only.) But definitely not the outcome of the Return.
NB:-
My signature is meant for psychoing myself. No offence to anyone. i am trying not to lose money unnecessary anymore.
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