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Latest Forum Topics / Mapletree Ind Tr    Last:1.94    +0.01  Post Reply
MAPLETREE Industrial Trust (MIT)
Goldfinger
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11-Feb-2025 17:24     
 
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 Alert Admin 		Based on your analysis and pessimistic view, you should not touch this counter at all...

luckyguy3      ( Date: 11-Feb-2025 16:16) Posted:

I also said the same thing u said when JP Morgan set a TP of 85 cents for FCLT 2 mths ago..
I think u can try to search , I think i wrote something like what u mentioned. Something like
" Stupid JP Morgan, how can it be 85 cents for FCLT when all other brokerage and banks all
give FCLT TP of at least $1.20 , some even $1.40(if i remember correctly DBS)

So I said crazy analyst. BUT BUT it turns out wow liao.. really FCLT share price going downhill
since that JP Morgan report of TP 85 cents for FCLT and now touched 85 cents this morning..
so I now think better err on the safe side and if I want to load up MIT, I wait maybe say $1.95
then I starting accumulating.

Goldfinger      ( Date: 11-Feb-2025 16:10) Posted:

Do you really really truly fully trust Ang Moh analysts?  I dare not....  if it is unanimous by most other analysts, then I will take note.  Even then, I must see the falling revenues and DPU for a few quarters to see the trend.  " Anticipate" , is not something I can count on.
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Luzern
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11-Feb-2025 16:40     
 
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Yells: "9"
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 Alert Admin 		sold some of my MIT shares in batches today....it is very interesting who are among the houses that picked up my shares......... if you are interested to know, can also do what i did.
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luckyguy3
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11-Feb-2025 16:16     
 
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 Alert Admin 		I also said the same thing u said when JP Morgan set a TP of 85 cents for FCLT 2 mths ago..
I think u can try to search , I think i wrote something like what u mentioned. Something like
" Stupid JP Morgan, how can it be 85 cents for FCLT when all other brokerage and banks all
give FCLT TP of at least $1.20 , some even $1.40(if i remember correctly DBS)

So I said crazy analyst. BUT BUT it turns out wow liao.. really FCLT share price going downhill
since that JP Morgan report of TP 85 cents for FCLT and now touched 85 cents this morning..
so I now think better err on the safe side and if I want to load up MIT, I wait maybe say $1.95
then I starting accumulating.

Goldfinger      ( Date: 11-Feb-2025 16:10) Posted:

Do you really really truly fully trust Ang Moh analysts?  I dare not....  if it is unanimous by most other analysts, then I will take note.  Even then, I must see the falling revenues and DPU for a few quarters to see the trend.  " Anticipate" , is not something I can count on.

luckyguy3      ( Date: 11-Feb-2025 15:53) Posted:

BUT would u want to go against JP Morgan? It has a good track record..

I talking about FLCT.. very accurate.. they say FLCT TP is 85 cents, the share price
of FLCT dropped from $1.x after their report and now around 86 cent
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Goldfinger
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11-Feb-2025 16:10     
 
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 Alert Admin 		Do you really really truly fully trust Ang Moh analysts?  I dare not....  if it is unanimous by most other analysts, then I will take note.  Even then, I must see the falling revenues and DPU for a few quarters to see the trend.  " Anticipate" , is not something I can count on.

luckyguy3      ( Date: 11-Feb-2025 15:53) Posted:

BUT would u want to go against JP Morgan? It has a good track record..

I talking about FLCT.. very accurate.. they say FLCT TP is 85 cents, the share price
of FLCT dropped from $1.x after their report and now around 86 cents

Goldfinger      ( Date: 11-Feb-2025 15:46) Posted:

I would prefer if they gave tangible names and locations of sectors, buildings facing obsolete, tenants indicating they wish to vacate, data of falling US Data Centre demand and usage etc. Else, it is purely conjecture without any basis.
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ssw518
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11-Feb-2025 16:03     
 
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 Alert Admin 		one point to note is drop " 4% DPU" over 2 years,
so still around than 3.3 cents per qtr, I will buy not sell if come lower
since it just what they foresee on demand for dheir data center,
happen or not we don' t know
dyodd
 

Goldfinger      ( Date: 11-Feb-2025 15:46) Posted:

I would prefer if they gave tangible names and locations of sectors, buildings facing obsolete, tenants indicating they wish to vacate, data of falling US Data Centre demand and usage etc. Else, it is purely conjecture without any basis.

ssw518      ( Date: 11-Feb-2025 15:41) Posted:

I also find it funny, ppl are rushing for Data center in US even India, all very
positive about the future then comes this negative comment on it' s data center for MIT
plus they target which is so deep cut for a drop of 4% dpu.
For me I perfer to long MIT
dyod
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ssw518
Supreme
11-Feb-2025 16:03     
 
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 Alert Admin 		one point to note is drop " 4% DPU" over 2 years,
so still around than 3.3 cents per qtr, I will buy not sell if come lower
since it just what they foresee on demand for dheir data center,
happen or not we don' t know
dyodd
 

Goldfinger      ( Date: 11-Feb-2025 15:46) Posted:

I would prefer if they gave tangible names and locations of sectors, buildings facing obsolete, tenants indicating they wish to vacate, data of falling US Data Centre demand and usage etc. Else, it is purely conjecture without any basis.

ssw518      ( Date: 11-Feb-2025 15:41) Posted:

I also find it funny, ppl are rushing for Data center in US even India, all very
positive about the future then comes this negative comment on it' s data center for MIT
plus they target which is so deep cut for a drop of 4% dpu.
For me I perfer to long MIT
dyod
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luckyguy3
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11-Feb-2025 15:53     
 
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 Alert Admin 		BUT would u want to go against JP Morgan? It has a good track record..

I talking about FLCT.. very accurate.. they say FLCT TP is 85 cents, the share price
of FLCT dropped from $1.x after their report and now around 86 cents

Goldfinger      ( Date: 11-Feb-2025 15:46) Posted:

I would prefer if they gave tangible names and locations of sectors, buildings facing obsolete, tenants indicating they wish to vacate, data of falling US Data Centre demand and usage etc. Else, it is purely conjecture without any basis.

ssw518      ( Date: 11-Feb-2025 15:41) Posted:

I also find it funny, ppl are rushing for Data center in US even India, all very
positive about the future then comes this negative comment on it' s data center for MIT
plus they target which is so deep cut for a drop of 4% dpu.
For me I perfer to long MIT
dyod
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Goldfinger
Supreme
11-Feb-2025 15:46     
 
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 Alert Admin 		I would prefer if they gave tangible names and locations of sectors, buildings facing obsolete, tenants indicating they wish to vacate, data of falling US Data Centre demand and usage etc. Else, it is purely conjecture without any basis.

ssw518      ( Date: 11-Feb-2025 15:41) Posted:

I also find it funny, ppl are rushing for Data center in US even India, all very
positive about the future then comes this negative comment on it' s data center for MIT
plus they target which is so deep cut for a drop of 4% dpu.
For me I perfer to long MIT
dyodd

Goldfinger      ( Date: 11-Feb-2025 15:17) Posted:

Is there any substance in the analysis?  It is like just opinions and views without any substance or concrete examples.... maybe someone can share the full report....
JPMorgan cuts Mapletree Industrial Trust stock rating to underweight By Investing.com

On Monday, JPMorgan analysts issued a downgrade for Mapletree Industrial Trust (MINT:SP) (OTC: MAPIF) shares, moving from an ' Overweight' rating to ' Underweight.' Accompanying this downgrade is a price target adjustment to SGD1.90, a decrease from the previous SGD2.50 target. The revision comes as the analysts forecast a potential decline in the trust' s distribution per unit (DPU).

The analysts at JPMorgan anticipate a yearly decrease of approximately 4% in DPU over the next two years for Mapletree Industrial Trust. This projection is based on expected vacancies in the trust' s data centers in the United States and Singapore, which could account for 5-6% of its revenue. The new estimates mark a departure from earlier expectations, which had predicted a recovery in FY26 DPU due to positive rental reversions and recent acquisitions in Japan.

Despite the trust having surpassed earnings estimates for the past three quarters and maintaining stable DPU performance for the first nine months of 2025, JPMorgan suggests these factors are overshadowed by the potential decline in DPU. The downgrade reflects concerns over the aging and smaller scale of Mapletree Industrial Trust' s U.S. data centers, as well as the risk of obsolescence, which investors have raised as an increasing challenge.
The lowered price target and rating downgrade reflect a more cautious outlook on Mapletree Industrial Trust' s near-term financial performance. JPMorgan' s analysis indicates that the trust' s current trajectory may not align with the more optimistic views held previously by the market and the firm itself. The report suggests that the trust could face further de-rating if it becomes more difficult to counter the obsolescence risks associated with its properties.
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Caesar
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11-Feb-2025 15:42     
 
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 Alert Admin 		No wonder big sell down today, hmmm ...

superstartup      ( Date: 11-Feb-2025 13:27) Posted:

JP Morgan downgraded MIT to Underweight, with TP $1.90

 

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luckyguy3
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11-Feb-2025 15:42     
 
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 Alert Admin 		But JPMorgan quite accurate leh. They downgraded FCLT (Fraser Logistics Commercial trust) to 85 cents and the share price dropped
from $1 to 90 cents and now 86 cents.
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ssw518
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11-Feb-2025 15:41     
 
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 Alert Admin 		I also find it funny, ppl are rushing for Data center in US even India, all very
positive about the future then comes this negative comment on it' s data center for MIT
plus they target which is so deep cut for a drop of 4% dpu.
For me I perfer to long MIT
dyodd

Goldfinger      ( Date: 11-Feb-2025 15:17) Posted:

Is there any substance in the analysis?  It is like just opinions and views without any substance or concrete examples.... maybe someone can share the full report....
JPMorgan cuts Mapletree Industrial Trust stock rating to underweight By Investing.com

On Monday, JPMorgan analysts issued a downgrade for Mapletree Industrial Trust (MINT:SP) (OTC: MAPIF) shares, moving from an ' Overweight' rating to ' Underweight.' Accompanying this downgrade is a price target adjustment to SGD1.90, a decrease from the previous SGD2.50 target. The revision comes as the analysts forecast a potential decline in the trust' s distribution per unit (DPU).

The analysts at JPMorgan anticipate a yearly decrease of approximately 4% in DPU over the next two years for Mapletree Industrial Trust. This projection is based on expected vacancies in the trust' s data centers in the United States and Singapore, which could account for 5-6% of its revenue. The new estimates mark a departure from earlier expectations, which had predicted a recovery in FY26 DPU due to positive rental reversions and recent acquisitions in Japan.

Despite the trust having surpassed earnings estimates for the past three quarters and maintaining stable DPU performance for the first nine months of 2025, JPMorgan suggests these factors are overshadowed by the potential decline in DPU. The downgrade reflects concerns over the aging and smaller scale of Mapletree Industrial Trust' s U.S. data centers, as well as the risk of obsolescence, which investors have raised as an increasing challenge.
The lowered price target and rating downgrade reflect a more cautious outlook on Mapletree Industrial Trust' s near-term financial performance. JPMorgan' s analysis indicates that the trust' s current trajectory may not align with the more optimistic views held previously by the market and the firm itself. The report suggests that the trust could face further de-rating if it becomes more difficult to counter the obsolescence risks associated with its properties.
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Goldfinger
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11-Feb-2025 15:17     
 
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 Alert Admin 		Is there any substance in the analysis?  It is like just opinions and views without any substance or concrete examples.... maybe someone can share the full report....
JPMorgan cuts Mapletree Industrial Trust stock rating to underweight By Investing.com

On Monday, JPMorgan analysts issued a downgrade for Mapletree Industrial Trust (MINT:SP) (OTC: MAPIF) shares, moving from an ' Overweight' rating to ' Underweight.' Accompanying this downgrade is a price target adjustment to SGD1.90, a decrease from the previous SGD2.50 target. The revision comes as the analysts forecast a potential decline in the trust' s distribution per unit (DPU).

The analysts at JPMorgan anticipate a yearly decrease of approximately 4% in DPU over the next two years for Mapletree Industrial Trust. This projection is based on expected vacancies in the trust' s data centers in the United States and Singapore, which could account for 5-6% of its revenue. The new estimates mark a departure from earlier expectations, which had predicted a recovery in FY26 DPU due to positive rental reversions and recent acquisitions in Japan.

Despite the trust having surpassed earnings estimates for the past three quarters and maintaining stable DPU performance for the first nine months of 2025, JPMorgan suggests these factors are overshadowed by the potential decline in DPU. The downgrade reflects concerns over the aging and smaller scale of Mapletree Industrial Trust' s U.S. data centers, as well as the risk of obsolescence, which investors have raised as an increasing challenge.
The lowered price target and rating downgrade reflect a more cautious outlook on Mapletree Industrial Trust' s near-term financial performance. JPMorgan' s analysis indicates that the trust' s current trajectory may not align with the more optimistic views held previously by the market and the firm itself. The report suggests that the trust could face further de-rating if it becomes more difficult to counter the obsolescence risks associated with its properties.
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Goldfinger
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11-Feb-2025 15:13     
 
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 Alert Admin 		Looking at what Trump is doing to the whole world, you think he will not be pushing US Tech to the forefront?  Data Centres are not going away in size or in scale.

beng1102      ( Date: 08-Feb-2025 10:55) Posted:

More player means need more data centre.  " A " data centre hosting service" refers to a service where a company provides physical space within their data centre to store and manage a client' s servers and IT equipment, allowing them to access their data and applications through a secure network connection, essentially " hosting" their data in a highly reliable and controlled environment with features like power redundancy, cooling systems, and security measures often used by businesses requiring high availability and scalability for their critical data and applications. "

petson      ( Date: 28-Jan-2025 08:34) Posted:

can deepseek disrupt data centre?
dydd
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WAHuat
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11-Feb-2025 13:59     
 
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 Alert Admin 		Thanks for informing the news

superstartup      ( Date: 11-Feb-2025 13:27) Posted:

JP Morgan downgraded MIT to Underweight, with TP $1.90

 

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superstartup
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11-Feb-2025 13:27     
 
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Yells: "Enjoy doing Fundamental Research"
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 Alert Admin 		JP Morgan downgraded MIT to Underweight, with TP $1.90

 
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beng1102
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08-Feb-2025 10:55     
 
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 Alert Admin 		More player means need more data centre.  " A " data centre hosting service" refers to a service where a company provides physical space within their data centre to store and manage a client' s servers and IT equipment, allowing them to access their data and applications through a secure network connection, essentially " hosting" their data in a highly reliable and controlled environment with features like power redundancy, cooling systems, and security measures often used by businesses requiring high availability and scalability for their critical data and applications. "

petson      ( Date: 28-Jan-2025 08:34) Posted:

can deepseek disrupt data centre?
dydd
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petson
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28-Jan-2025 08:34     
 
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 Alert Admin 		can deepseek disrupt data centre?
dydd
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PiRPiR
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28-Jan-2025 05:10     
 
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 Alert Admin 		https://www.businesstimes.com.sg/companies-markets/mapletree-investments-acquires-logistics-assets-uk-spain-315-1-million-euros

Mapletree Investments acquires logistics assets in UK, Spain for 315.1 million euros
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luckyguy3
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25-Jan-2025 04:54     
 
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 Alert Admin 		those so called expert analysts always put out report lower or increase the target prices AFTER the result is out.

Useless. Like tat novices can also do the same..

PiRPiR      ( Date: 25-Jan-2025 00:21) Posted:

https://www.theedgesingapore.com/capital/brokers-calls/analysts-keep-buy-calls-mint-after-3qfy2025-results-ocbc-uobkh-lower-target

Analysts keep ?buy? calls on MINT after 3QFY2025 results OCBC, UOBKH lower target prices
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PiRPiR
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25-Jan-2025 00:21     
 
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 Alert Admin 		https://www.theedgesingapore.com/capital/brokers-calls/analysts-keep-buy-calls-mint-after-3qfy2025-results-ocbc-uobkh-lower-target

Analysts keep ?buy? calls on MINT after 3QFY2025 results OCBC, UOBKH lower target prices
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