A-REIT valuation model

[peter2]

This is the most important REIT thread so I'll post my observation here.
@nulla nulla Trust you are well.

Noticed two REITs on the list of today's gainers. This is very unusual especially when the REIT ETF- VAP is down. Checking the intraday charts shows that both CQE and ARF were bought at the same time (1315pm). Strange co-incidence.




Edit: No news posted yet.

 

[hallph]

https://www.abc.net.au/news/2020-04...are-free-scott-morrison-announcement/12114110

I think on the back of the childcare news - missed the trades unfortunately.

 

[peter2]

Thanks @hallph . I'd just researched that both companies are focused on early learning centres (childcare). GEM another ELC company was also in that list of gainers. Deduced that the sudden demand was as a result of a gov't announcement at approx 1300hrs.

The news reading algo bots sure are quick to fire in the buy orders.

 

[Logique]

Couple of charts.
AU:XPJ and AUD:USD (0.635), both improving. Just saying

 

[Dona Ferentes]

and a graph of the times

 

[divs4ever]

WOW that's graphic ( pun intended )

interesting to see offices holding up better than industrial ,

i am guessing government office space is helping , but are were also losing smaller manufacturing/light industry because straight warehousing/storage should be staying steady or mildly increasing

cheers