result is def 27th Aug i wouldn't be surprise if there is a TH before then. just 5 more business days, results I think that we might see:
-a good H1 leading to a weaker H2 as some Dev. profit is crystalised.
-update on asset sales and other operations
Judging from the SGP results, we should have a soft landing and business as usual, hopefully no nasty surprises. thanks to BNB and we are getting dragged down more than the other Reit.
Like ken said NTA is $3.80, current SP is 1.63. As long as their ROE is greater than the cost of debt in the JV I say we should leave it for now. Most assets are in Germany, who is expecting a positive GDP growth this year and next.
Looking to accumulate today if it drops.
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