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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Supermarket Income Reit Plc | SUPR | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 0.70 | 1.05% | 67.60 | 16:35:19 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 66.70 | 66.70 | 67.80 | 67.60 | 66.90 |
| Industry Sector |
|---|
| REAL ESTATE INVESTMENT TRUSTS |
| Top Posts |
|---|
Posted at 20/12/2024 13:55 by chucko1 WC, you are overanalysing! If there is a spectrum from deeply researched value/relative value to complete randomness, we are nearer the latter.The daily correlation between SUPR and UKT10 has been zero (or even lower!), whereas the weekly or monthly correlation has been significantly positive. Others have even worse price action, but there aren't any RNS's that I have seen that talk about investors' fear - or forced selling. Nevertheless, what would this world look like with 7% UST10 or (causing?) UKT10? I see decent chances of that - in the order of 30%. |
Posted at 19/12/2024 20:25 by alan pt Subjectively, seems like the "quality" end (the well established, bigger, more liquid trusts) are being hit hardesteg nothing fundamentally wrong with SREI, but no reason it should be doing better than SUPR Can only assume that big managers are dumping bond proxy holdings to rush to join the US lemming crowd. Better to be wrong along with everyone else than to risk being wrong alone... "In the first fund manager survey from Bank of America since the election of Donald Trump, investors showed that they are extremely bullish on US shares. The survey of professional investors with $518 billion (£410 billion) in assets showed “super-bullish sentiment” with a record low allocation to cash and a record high allocation to American shares." |
Posted at 09/12/2024 11:26 by dartboard1 UK REITs have historically dual listed on JSE as South African market likes exposure to UK real estate. It's really nothing more than that, no intention to start investing over there. Just getting access to investors who value the assets. |
Posted at 02/12/2024 17:48 by williamcooper104 They're indeed shopping - but the premium they'd need to pay for SUPR is likely to make it harder to stack up SHEDs got a greater chance of going - IMO Do think LMP will buy at least one other major thing this part of the cycle If LMP take out SHED as an investor you've not lost an asset class - but you would do if they take out SUPR |
Posted at 02/12/2024 17:43 by williamcooper104 Quite a few UK REITs have listed on the JSE - local investors can buy JSE stock and thereby get around capital controls/get non Rand exposure - so in the every little bit helps spirit it's likely to be a good thing Recycling assets isn't not preserving cash - if you sell more rack rented more dry assets into higher yielding assets then you're investing your exposure to market rental levels (as in you buy a higher yield because it's currently over rented and thus is more exposed to outrun market rent inflation Plus recycling from lower yielding to higher yielding builds divi cover which will help the sp/cost of equity |
Posted at 24/11/2024 08:41 by laurence llewelyn binliner Trying to make sense of the Trust fees here to hold, the latest KID sheet shows costs to holders reset to zero, however putting a dummy trade through Smart Investor the costs are coming in at ongoing fees of 2.36%, are Barclays taking the pi55 or is that correct..?, the yield is strong at the current share price but giving away 25% of stinks nearly as mush as the 30% WHT on US income.. :o)Are any current holders able to advise on what the SUPR fees should be here, do they vary across different platforms..? |
Posted at 15/11/2024 01:15 by chucko1 They do their quarterly calls via Investor Meets. This is likely to be a more productive source of information. |
Posted at 13/11/2024 15:58 by chucko1 The reason is the same as for many other long duration (with mismatched funding) REITs and ITs - higher medium term interest rates and the fear of the new government losing control. The budget has reignited those fears and there has not been an adequate defence to the criticism of it so far. Repeated soundbites from Starmer does not cut it where investors are concerned.Although I am adding here, it is only very slowly. My time horizon is years, so I feel no need to act in haste. |
Posted at 15/10/2024 22:37 by belluci Back below 72p this seems too cheap to me but am I missing something. I expected the reits in general to climb higher when the rates were cut. Has the Blackstone issue of not allowing investors to sell 2 years back affected the sector? |
Posted at 18/9/2024 11:36 by mpage The report makes it clear that the dividend comes a distant second place to earnings growth. Having committed themselves to a progressive /covered dividend - a 1% rise was the minimum needed to meet this requirement.Progressive is a weasel word. 6.0p>6.01p>6.0 SUPR's divi appears to be caught between the ceiling of capped rents and the floor of debt costs. Indeed, in the Principal Risks and Uncertainties section ,the #1 key risk shows a big red downwards arrow over the dividend growth rate. But anyone buying over the past 18 months as rates topped out, should be happy enough. |
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