REIT prices are under tremendous pressure with the rise in the bond yields, coupling with the backdrop of the worsening middle east situation and the rise of oil prices. The risk premium for REITs has risen significantly and it is a good time to bargain hunt for long term investors.
I have added 2 lots of $Frasers Cpt Tr(J69U.SG)on Friday and am looking for more opportunities for steeper discounts ahead (if any). I believe the rate hike for Sep has already been priced in and subsequent opportunities would be tied to sudden market shocks and the next anticipated rate hike at the later part of the year.
Bottomline is to add in tranches at predetermined levels.
2026.09.1114:23:13Buy orders
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