The company targets a 50/50 split between overseas and domestic markets. This is the share mix it aims to achieve.
The boat for long term investing of S-REITs have came back to port again. Buying at this level has little downside and would offer a larger margin of safety when mean reversion occurs.
BYD 4Q25 First Take: Overall, Q4 results still missed expectations. Revenue beat, but the outperformance came mainly from the non-core BYD Electronics unit. As for the core auto biz:
① Q4 auto revenue...
S-Reit can drop further if the Iran war does not settle. Long War, higher oil prices, higher inflation, RATE HIKE!!! Real Estate will suffer!
S reits are being punished for nothing. It is face equity like volatility and drawdown even though real estate is stable. Interest rate did not even move. I would say buy the dip!
The longer Trump or Iran delays any resolution, the longer the impact of the war will creep through the economy. Even with a ceasefire, it may be too late. 10 days is too long...
Another delay tactic or real peace talks? I believe the key is with the bond market. A big chunk of US debt is due this year and that needs to be refinanced. And that debt which was attained at record...
Bond yields have increased due to rising inflation expectations, among other factors. Oil prices may remain elevated. Interest rates may stay higher for longer with fewer rate cuts. IMO can wait a wh...
Energy, especially oil and gas, is still the strongest sector for the moment as long as the Iran war isn’t resolved.
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