38 replies to this topic

[Shi]

https://www.youtube....h?v=7NN8_qmIfR0

Local and offshore property - JSE Power Hour

[soutie]

Portfolio re-balancing prior to close out next month my guess...

Check yesterday's volume on pick N pay...!!! Insane...

[Shi]

Any views on RDF, been going down and down recently, where will it end.

[new john]

https://www.moneyweb...year-dividends/

[new john]

Spreading some risk with CSPROP and STXPRO. Can’t help but feel there’s a long way up with property sector.

[Shi]

MSCI index changes for 29 May

 

I believe that RDF is also falling out of the JSE Top 40 as well.

[Bullhunter]

 

RDF has written off goodwill so the NAV of R8+ is all bricks and mortar. It's a steal. Wasn't even trading at the current price 20 years ago.

 

EPP was the first in the stable  to with hold the divi after announcing it was going to pay it (RDF owns 48% of EPP).

 

Unlike S.A., Poland's economy was in a good state prior to their lock down and was not as adversely effected by Cov-19 as other European countries. According to the European Commission, Poland will cope with the fallout of the coronavirus crisis better than any other economy in the European Union.

 

Mals opened on the 27th April, kindergartens reopened from May 6. Hair dressers and restaurants are opening on 18 May, though strict hygiene rules will be in force.

 

EPP's NAV=1.32€. The dividend  it's with holding amounts to an annualised 37% (in Rand terms). In a 0.25% environment (Europe), that's a once in a life time opportunity to buy a Rand hedge, dirt cheap..

 

 

Unemployment not expected to be effected  as a result of the epidemic.

 

Relaxing face mask rules, reopening theatres, gyms.

The European Commission on Wednesday unveiled a EUR 750 billion proposal to prop up economies battered by the coronavirus.

 

Of this, Poland will receive EUR 63.8 billion(R1.2 trillion Rand for 37 million people versus R500 billion for 58 million South Africans) in grants and loans amid the pandemic, the third-highest amount in the bloc, after Italy and Spain.

[Shi]

MSCI index changes for 29 May

 

 

Attached Files

•  msci.JPG   18.44KB   14 downloads

[new john]

Will be good to see where it tips out at before the end of the week.

[Shi]

Rdf getting klapped last mnth or so.... Huge volumes trading. Bottom price?

 

Wow, what a turn around. From around 180, it is at 240 now.

[Bullhunter]

RDF has written of goodwill so the NAV of R8+ is all bricks and mortar. It's a steal. Wasn't even trading at the current price 20 years ago.

 

EPP was the first in the stable  to with hold the divi after announcing it was going to pay it (RDF owns 48% of EPP).

 

Unlike S.A., Poland's economy was in a good state prior to their lock down and was not as adversely effected by Cov-19 as other European countries. According to the European Commission, Poland will cope with the fallout of the coronavirus crisis better than any other economy in the European Union.

 

Mals opened on the 27th April, kindergartens reopened from May 6. Hair dressers and restaurants are opening on 18 May, though strict hygiene rules will be in force.

 

EPP's NAV=1.32€. The dividend  it's with holding amounts to an annualised 37% (in Rand terms). In a 0.25% environment (Europe), that's a once in a life time opportunity to buy a Rand hedge, dirt cheap..

[new john]

Yip, it does look like the market doesn't like their recent set of results. One would have hoped that the news of economies around the world starting to open up, would be good news for property companies. Too soon to call a bottom for RDF as the trend still seem to be down for them.

Averaging in here. I’d hoped the suspension of dividends was baked in to the price that I entered in to.

I suspect lot has to do with the banks getting knocked back today.

[Shi]

Rdf getting klapped last mnth or so.... Huge volumes trading. Bottom price?

 

Yip, it does look like the market doesn't like their recent set of results. One would have hoped that the news of economies around the world starting to open up, would be good news for property companies. Too soon to call a bottom for RDF as the trend still seem to be down for them.

[Lionelza1]

Rdf getting klapped last mnth or so.... Huge volumes trading. Bottom price?

[Shi]

Couldn’t resist a dip in RDF. 2.20. Future dividends of +- 40c. Why not.

 

Nice one. You're already in the green (at 238). It is going to be interesting to hear what commentary (on how things are currently) comes out on Monday with their results.

[new john]

Couldn’t resist a dip in RDF. 2.20. Future dividends of +- 40c. Why not.

[Shi]

Any views on when will be a good time to get back into property stocks?

[Goliath]

seems growthpoint in the big twang now.

Another resilant?

 

Hopefully not..

[Polly]

seems growthpoint in the big twang now.

Another resilant?

[Goliath]

Thanks Goliath. Your views are always appreciated.

Just wondering what's your current view on the bigger property stocks (growthpoint, Redefine, Investec, Hyprop). Maybe good to include one or more of them in one's property portfolio, to enhance the quality and better diversify. Your thoughts?

Decided to move all into cash - as being in the propert industry we are noticing lots of people starting to sell their property investments due to landgrab fears among other things.. buyers market at the moment, so will hopefully get a bargain or two. (famous last words)