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