$CapLand China T(AU8U.SI)$  Improvement in retail occupacy in Q3, has ocupany of 97.9% in Q3 2024. Retail makes up 76.3% of its asset under management. Remaining 23.7% belong to business parks and logistics parks(not the best occupany rate range from 70% to as high as 90%++). However, combining all the different type of assets the average occupancy rate is pretty good.

It is yielding 8% dividend at current price. Exposure to China in 2025 to benefit from their stimulus. The price of this REITS is at a major support level based on technical charting. 

However, please note that around 34% of leases is ending in 2025 and rental income will depend on the renewal. But overall, it is a buy recommendation for me. the 8% yield is too good to miss out on.

Modify on 2025-01-29 01:12

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  • windy00
    ·01-28
    nice sharing. look forward to AU8U’s breakout. 8% is indeed attractive[Tongue]
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