facebook(Stock Discussion) CapitaMall Trust (SGX: C38U) and Frasers Centrepoint Trust (SGX: J69U)? - Seedly
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Anonymous

24 Mar 2020

(Stock Discussion) CapitaMall Trust (SGX: C38U) and Frasers Centrepoint Trust (SGX: J69U)?

I’ve been monitoring these two stocks for some time and contemplating whether to get this over which to buy. I’ve done all the backtesting but still feel both have their pros and cons. Should I just split the capital and invest in both instead?

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    Discussion (7)

    What are your thoughts?

    Ernest Yeam Wee Leong

    Ernest Yeam Wee Leong

    24 Mar 2020

    Level 9·Content Creator at www.youtube.com/c/JustBeingErnest

    Probably now is a good time to look into both REITS to see if it is still a good company to buy into.

    Personally in the short run, both REITS will see decrease in earnings

    But in the long run, they should do just fine.

    You can check out my video where I reviewed about Capitamall Trust

    https://www.youtube.com/watch?v=I_IRzSgFTGU&feature=youtu.be

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      Billy Ko

      Billy Ko

      20 Jan 2020

      Level 10·Financial Analyst at REPE Firm

      It's always interesting when you come across 2 companies that are direct competitors within the same sector / industry. It's akin to Alibaba v.s. Amazon / Mastercard v.s. Visa.

      I gave my answer here -- https://seedly.sg/questions/should-i-invest-in-capitamall-trust-sgx-c31-or-frasers-centrepoint-trust-sgx-j69u-as-my-first-reit

      But allow me to add on a couple of points:

      You can take a look at the tenant mix, a strong tenant would indicate that the chain of malls under the group wins over another. If you notice, Haidilao is never in a Frasers Mall (perhaps due to the high rental? or mall accessibility? Being an investor of the company is like bring a tenant of the mall, having confidence in the landlord's ability to bring you business

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        Hey there,

        What are your pros and cons list? Care to share? How are the yields on both right now?
        ...

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