August 4, 2021

7 thoughts on “Why Did CRCT Share Price Increase By More Than 5 Percent In The Last One Week

  1. Hi, lately I have been looking at CRCT as well. I think it is an attractive stock, given its strong properties and management, low valuation, and China being relatively safe from covid-19.

    However, I learnt that ecommerce is quite popular in China and takes up quite a % of retail sales. As Singaporeans, we may not be able to know the local retail scene that well. Are you in any way concerned with, or keeping a watchful eye on that?

    Would like to know your opinion 🙂

    1. Hi FYY,

      Thanks for dropping by.

      E-commerce will become popular in SG too, or do you reckon it will not?

      I do know many China friends. They too love to go out of their house, because they too does not have the luxury of a big house and love to catch up with friends and walk the family in the mall.

      E-commerce will disrupt the entire world, and not just China. Malls will have to adapt, and I believe they will! For eg. F&B, education, children’s playground, supermarket etc.

      Anyway, CRCT already mentioned about the expansion strategy, and hence future assets will not be limited to retail!

      To answer your last question, I am not concern and mostly looking at the bigger picture China’s potential, and how Capitaland is already pretty established in China.

      Even, I can visit SG Malls, it does not mean I can be successful in investing in a local REIT. For e.g. you will not visit Keppel DC Reit or Mapletree Industrial Reit frequently or perhaps will never ever visit them. So does that mean that you SHOULD NEVER INVEST in these companies even if they show future potential and good metrics now?

      Just food for thoughts and hope it helps. End of the day, you should invest what you are comfortable with, else emotion will overcome faith and when that happens, normally the investment will be less successful.

    1. Hi Vince,

      Short term paper value is up and down. Does not mean anything if we do not sell.

      Investors who feel happy when stocks go up in paper value will naturally feel equally sad when stock tumble.

      I rather have a hardened heart, and be less bothered.

      Nonetheless, I did buy more if I feel that price is too cheap for its value, and also when compared to peers!

  2. I remembered I was in the plane and the air- stewardess handed me a newspaper two years ago. IN the same paper, I read that Mapletree Industrial Trust (MINT) expanded its investment mandate to include Data Centres in the USA. I told myself,… MINT would have performed the study prior to initiating this, hence, it would be good for me to enter MINT now. Which I did.

    The rest of the events, as we all know,… has bode well for MINT subsequently (and for me too) after this expanded mandate.

    I will be applying the same investing concept which I have earlier applied to MINT, over to CRCT today.

    CK Lai

    1. Hi CK, thanks for the sharing. I agree with you to apply the same approach to do something that you were previously successful in, is no brainer.

      Like you said, today the share price rose again. But then, let's wait for two years later to confirm if it is same as MINT. Hopefully it will be!

    2. Tq Rolf for replying,.. I loaded-up on CRCT between Oct 1st and Oct 6th,… prior to the release of the analyst reports of DBS. I hold my confidence for CRCT after this mandate change.

      CK

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