17 Jun 2019
I have positions in this as subirban malls are always visited by the neighbouring residents. However I will not be adding further positions as I feel shopping has shifted strucurally to online due to the pandemic. While not 100%, I think at least 20- 30 % of shopper traffic has been reduced.
Currently compiling my report that i have saved from last year for fraser centrepoint trust(j69u),hope it helps!
Good suburban malls and location.
Only issue is the concentration risk. Most of the income comes f...
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